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【IHS年度剖析】5G,NB-IoT,WiFi,LoRa,BLE,Zigbee等市场行情.pdf

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Connectivity’s foundational role in the IoT
Connectivity technologies – compete, complement or combine?
Connectivity outlook for industrial and consumer IoT applications
Connectivity landscape drivers
5 connectivity technologies to watch
Connectivity technologies An in-depth view into the competition, applications and influencers driving the foundation of IoT
Contents Connectivity’s foundational role in the IoT Connectivity technologies – compete, complement or combine? Connectivity outlook for industrial and consumer IoT applications Connectivity landscape drivers 5 connectivity technologies to watch 2 6 12 16 20 11 Connectivity technologies
Connectivity’s foundational role in the IoT How many IoT devices will be connected globally in 2018? – Connectivity is the foundational component of the IoT. This critical first stage is about embedding connectivity and processing capabilities into the devices all around us. – Adding sensors and storage into these devices can yield a wealth of data to drive analytics, insights and ultimately business transformation. – Commercial and industrial electronics leads the way. Driven by building automation, industrial automation and lighting, this market segment will account for over 50% of new installed connectable devices between 2018 and 2030. Commercial and industrial electronics 5.4 billion devices 25.6% CAGR 2013-30 Medical 406 million devices 20.8% CAGR 2013-30 >31 billion connectable IoT devices in 2018 Consumer 6.3 billion devices 14.6% CAGR 2013-30 Communications 15.8 billion devices 6.9% CAGR 2013-30 Automotive and Transportation 928 million devices 21.5% CAGR 2013-30 Computers 2.2 billion devices 4.6% CAGR 2013-30 2 Connectivity technologies
From mission critical to massive IoT The diversity of IoT use cases requires multiple technologies. – IHS Markit tracks over 30 technologies enabling IoT connectivity. – These technologies span wired and wireless, standards-based and proprietary, public and private, limited range and wide area, low and high bandwidth and unique and hybrid. – This broad range of technologies reflects the diversity of IoT applications, from mission critical IoT, such as public safety, to the long tail of massive IoT use cases like asset tracking. Key wireless technologies and their characteristics 5G Open standards BLE Open standards Cat-M1 Open standards LoRaWAN Proprietary LTE-A Open standards NB-IoT Open standards Wi-Fi Sigfox Proprietary Open standards Zigbee Open standards Open standards or proprietary Public or private Public/ private Private Public Public/ private Public/ private Public Public Public/ private Private Range Wide Short Wide Wide Wide Wide Wide Local Short Low or high bandwidth High/low Low Low Low High Low Low High Low Licensed or unlicensed spectrum Licensed/ Unlicensed Unlicensed Licensed Unlicensed Licensed/ Unlicensed Licensed Unlicensed Unlicensed Unlicensed Current Global Status Not launched Widely available Limited availability Limited availability Widely available Limited availability Limited availability Widely available Widely available 3 3 Connectivity technologies
The massive IoT opportunity is driving wireless innovation and spurring competition This means increasing competition for massive IoT applications. – Reliable connectivity and robust security are common requirements for mission critical and massive IoT use cases. – While mission critical applications typically need high bandwidth, the core requirements for massive IoT include low cost of deployment, long battery life, mobility, geolocation and deep coverage. – Such massive IoT requirements are driving the development of both established technologies such as Bluetooth, Wi-Fi and LTE and challengers like LoRaWAN, Sigfox and Thread. – The end result: increased competition among wireless protocols for massive IoT applications and greater complexity for enterprises planning IoT projects. Innovation continues across IoT wireless connectivity landscape 1990 2010 2000 2005 2015 2020 MASS MARKET CELLULAR 2G GSM M2M / IOT CELLULAR 2G HIGH PERFORMANCE WIRELESS 802.11b .11a .11G 3G UMTS W-CDMA 4G LTE LTE-A LTE-A Pro 5G 802.11p 3G CAT M-1 ENHANCED BROADBAND .11n .11ac .11ac WAVE 2 .11aD WiGig .11ax LOW POWER WIRELESS BLUETOOTH 1.0 LPWA MESH 1.2 2.0 2.1 3.0 4.0 BLE 4.1 4.2 5.0 ZigBee-2006 ZigBee-2004 ZigBee PRO LoRaWAN Sigfox NB-loT 802.11ah HaLow 5G MASSIVE IOT ZigBee 3.0 Thread Bluetooth Mesh 4 4 Connectivity technologies
Wired technologies play a critical role in IoT connectivity Long battery life, deep coverage and mobility requirements will drive low power and cellular technologies. – Wired technologies accounted for 40% of connectivity IC shipments in 2017, reflecting the Ethernet’s strong position in traditional large-scale application areas such industrial automation, lighting and power, and energy. – WLAN and Bluetooth and Zigbee are entrenched in the Home Automation and Home CE segments. – Massive IoT use cases are now driving demand for Cellular as well as Low Power Wireless. Connectivity IC Shipments by Technology Group, 2018 13% 16% 46% 26% Wired WLAN and Bluetooth, Classic and Dual Mode Cellular Low Power Wireless 5 Connectivity technologies
Connectivity technologies – compete, complement or combine? Compete Compete: Through the NB-IoT and LTE-M enhancements, cellular will continue to evolve and compete directly with LPWA challengers LoRa and Sigfox in application areas like asset management/tracking and power and energy. Complement Complement: No single technology can address an enterprise’s full IoT requirements. Consider tracking moving assets in the supply chain: a cargo container tracking solution may involve satellite connectivity at sea, cellular at dockside, RFID while passing through checkpoints and Wi-Fi when in a distribution center. Combine Combine: Bluetooth, DECT ULE, Wi-Fi, Zigbee and Z-wave and among the many wireless protocols used in smart home devices. The resulting fragmentation has meant complexity for end-users. To simplify the landscape, interoperable ecosystems are now being created around voice control, while module makers are integrating both NB-IoT and LTE-M connectivity to provide greater flexibility for enterprises. 6 Connectivity technologies
Competing technologies – a look at the current landscape Over the next few years, competition between technologies will intensify. – Bluetooth Mesh is seeking to disrupt Zigbee’s strong position in lighting. – For its part, Zigbee will continue to address a broad range of consumer and industrial applications, while Z-wave will retain a strong position in security and home automation. – Competition between NB-IoT and LoRa for the public network opportunity will grow as both technologies see wider global deployment. – As carmakers prepare for an autonomous future, the ecosystem around C-V2X has quickly eclipsed that of DSRC. Bluetooth mesh vs Zigbee NB-IoT vs LoRa Zigbee vs Z-wave C-V2X vs DSRC 7 Connectivity technologies
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