Internet of Things (IoT) – Thematic Intelligence

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Explore the following trends and insights from our Internet of Things (IoT) – Thematic Intelligence report:

  • Market trends and growth forecasts for the IoT market and obtain exhaustive data on M&As, venture financing, patents, company filings and hiring.
  • Role of IoT in digital transformation when combined with other emerging technologies.
  • Detailed value chain is split into five layers: Physical, Connectivity, Data, Apps, and Services.
  • Profiles of leading players within the IoT theme, including Alibaba, Amazon, Arm, Baidu, Cisco, Ericsson, Huawei, Microsoft, Nokia and Synaptics – and understand their competitive position within the market.

What makes our ‘Internet of Things (IoT)’ report unique from other reports in the market? Getting access to this thematic intelligence report will help you:

  • Analyze the key trends shaping the theme over the next 12 to 24 months, split into three categories: technology trends, macroeconomic trends, and regulatory trends.
  • Stay up to date on the industry’s major players and understand where they sit in the value chain.
  • Predict the future leading companies within the sectors using a scorecard approach. The report provides consumer electronics sector scorecard, semiconductor sector scorecard, industrial automation sector scorecard, and application software sector scorecard.

We recommend this valuable source of information to anyone involved in: 

  • ​IT Hardware manufacturer/​Software Developer
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  • ​Semiconductor and Component Manufacturers
  • ​Technology Leaders and Startups
  • Business Development and Market Intelligence
  • Investment Analysts and Portfolio Managers
  • Professional Services – Investment Banks, PE/VC firms
  • M&A/Investment, Management Consultants, and Consulting Firms

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Internet of Things (IoT) Thematic Report Overview

The IoT describes the use of connected sensors and actuators to control and monitor the environment, the things that move within it, and the people that act within it. IoT is a relatively mature market, yet significant innovationsare being madein embedding AI into IoT devices, software, and services to support automated operations and predictive maintenance.

However, the combination of a fragmented security standards landscape and the weak security of many IoT devices could hold back further IoT adoption. Additionally, IoT deployments can become a security risk. Despite ongoing industry efforts, there are no globally accepted standards for IoT security. IoT sensors and cameras typically have limited computing capacity, meaning they cannot run effective security software. This leaves them and the networks to which they are connected vulnerable to cyberattacks.

Market Size (2022) $866 billion
CAGR (2022-2027) >13%
Key Trends ·        Technology Trends

·        Macroeconomic Trends

·        Regulatory Trends

Key Value Chain Components ·        Physical Layer

·        Connectivity Layer

·        Data Layer

·        App Layer

·        Services Layer

Leading Public Companies ·        Alibaba

·        Amazon

·        Apple

·        Baidu

·        Cisco

·        Ericsson

Leading Private Companies ·        Armis Security

·        Huawei

·        Libelium

·        UnaBiz

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IoT : Key Trends

The main trends shaping the IoT theme over the next 12 to 24 months are classified into technology trends, macroeconomic trends, and regulatory trends.

Technology Trends: The proliferation of 5G, the emergence and advancement of Artificial Intelligence of Things (AIoT), Digital twins, intelligent edge computing, interoperability of IoT devices, adoption of IoT as a service (IoTaaS), and IoT security are some of the leading technology trends likely to influence the market in the coming years.

Macroeconomic Trends: Splinternet, supply chain security, growing focus on ESG, and the US-China trade wars are some of the leading macroeconomic trends expected to impact the IoT theme in the next few years.

Regulatory Trends: Data privacy and technology protectionism are the regulatory trends influencing the IoT theme during the projected period.

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IoT Industry Analysis

The IoT market was worth $866 billion in 2022 and will grow at a compound annual growth rate (CAGR) of more than 13% over the period. Enterprise IoT spending dominates the overall IoT market, generating 70% of total revenue in 2022. The hardware category is currently the leading enterprise IoT segment in 2022. However, IoT software is expected to surpass IoT hardware as the largest segment by 2027.

The IoT industry analysis also covers –

  • M&A Trends
  • Venture Financing Trends
  • Patent Trends
  • Company Filing Trends
  • Hiring Trends

IoT Market Outlook 2022-2027

IoT Market Outlook 2022-2027

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IoT Value Chain

The key value chain components in the IoT theme are physical layer, connectivity layer, data layer, app layer, and services layer. While these layers are logically discrete, large-scale IoT solutions are seeing considerable blurring of these logical boundaries. For example, while there will continue to be a clearly identifiable data layer towards the top of the stack, a growing proportion of the data processing occurs within and at the edge of the network.

From the point of view of IoT adopters, it is also crucial to note that they can only realize value in the application layer. All the data an IoT network collects is ultimately worthless until action is taken because of it, whether in the form of an instruction to an irrigation unit, an alarm sent to a maintenance engineer, or an emergency call made to a doctor.

Physical Layer: Today, most connected devices—such as smartphones, tablets, and laptops—have a physical dimension controlled by humans. In the IoT, most connected things will be run by other connected things. For manufacturers of washing machines, door locks, light bulbs, aircraft engines, or cars, the key question is not whether their things should be connected to the internet—that is a given. Instead, the challenge is whether they can retain the bulk of the added value during the transition to IoT and how they can use the data collected by various embedded chips, sensors, antennae, and beacons. Some industry profits will likely be siphoned out by technology companies that increasingly provide IoT solutions as a service.

IoT Value Chain Analysis

IoT Value Chain Analysis

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IoT Theme – Competitive Landscape

The key companies making their mark with the IoT theme are –

Public Companies: Alibaba, Amazon, Apple, Arm, Baidu, Cisco, Deutsche Telekom, Ericsson, General Electric (GE), Honeywell, Infineon, Intel, Microchip, Microsoft, Nokia, NXP, Qualcomm, Samsara, Samsung Electronics, SAP, Software AG, Splunk, and Synaptics are some of the leading public companies in the IoT theme.

Private Companies: Armis Security, Huawei, Libelium, and UnaBiz are the leading private companies in the IoT theme.

Leading Companies in the IoT Theme

Leading Companies in the IoT Theme

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Consumer Electronics Scorecard

The consumer electronics scorecard offers thematic screen, valuation screen, and risk screen. These screens rank companies based on leaderships generating a leading indicator of future performance.

Consumer Electronics Scorecard Analysis

Consumer Electronics Scorecard Analysis

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Key Highlights

We forecast that the global IoT market will reach $1.7 trillion in revenue by 2027. Enterprise IoT will account for 73% of market revenue by 2027, up from 70% in 2022, while the consumer segment will make up 27% in 2027, down from 30% in 2022. In a post-COVID-19 world, the accelerating adoption of artificial intelligence (AI) and further connectivity improvements will drive solid growth across all IoT markets.

IoT is a relatively mature market, yet significant innovation is emerging as AI is embedded into the operations and services provided by IoT deployments. Artificial Intelligence of Things (AIoT) involves embedding AI into IoT devices, software, and services. Combining data collected by connected sensors and actuators with AI supports automated operations and predictive maintenance. Furthermore, improvements in the physical layer and edge computing support many use cases of AI at the edge, such as smart cameras, smart traffic lights, and smart drones.

The combination of a fragmented security standards landscape and the weak security of many IoT devices could hold back further IoT adoption. Additionally, IoT deployments can become a security risk. Despite ongoing industry efforts, there are no globally accepted standards for IoT security. IoT sensors and cameras typically have limited computing capacity, meaning they cannot run effective security software. This leaves them and the networks to which they are connected vulnerable to cyberattacks.

Reasons to Buy

The Internet of Things, or IoT, is an umbrella term referring to the ability of everyday physical objects (such as fridges, watches, or cars) to connect with other devices over the internet, enabling them to send and receive data. It describes using connected sensors and actuators to control and monitor the environment, the things that move within it, and the people that act within it. By collecting and analyzing the data they transmit, consumers and businesses can monitor, maintain, and upgrade these “things” much more efficiently. Using IoT, many aspects of our lives, such as securing our homes or predicting when our car will need its next service, can be automated, saving time, energy, and money.

ABB
AAC Technologies
Ab Initio
AccelData
Accenture
Accton
Actifio
Adeptia
Adetiq
Adimec
Advantech
Aeris
AEye
Airbyte
Akamai
Alation
Alibaba
Alkira
Alphabet
Alphabet
Alps Electric
Altair
Alteryx
Altibase
Amazon
Ambarella
AMD
AMS
Amundsen
Analog Devices
Anyscale
Apache Foundation
Apple
Aptiv
Arista Networks
Arm
Arup
Astronomer
AT&T
Ataccama
Atlan
Atos
Attivio
Aviatrix
Ayla
BAE Systems
Baidu
Bain & Company
Basler
Bentley Systems
Beyond Key Systems
Bharti Airtel
Bigeye
Biz4Group
Black & Veatch
Blaize
BMC Software
Boomi
Bosch
Broadcom
BT Group
C3.ai
Canon
Capgemini
Cato Networks
CData
CEDQ
Celestica
Celigo
Census
Check Point Software
Chicony
China Mobile
China Telecom
China Unicom
Ciena
Cisco
ClearBlade
ClickHouse
Cloud Software Group
Cloudera
Cognex
Cognizant
Cohesity
Colibra
Comcast
Confluent
Continental
Couchbase
CrowdStrike
Cubo AI
Cyclr
Dahua
Damco Group
Darktrace
Dask
Dassault Systèmes
Data Virtuality
data.world
Databricks
DataCaptive
DataHub
Dataiku
DataStax
DataTorrent
DataVirtuality
Davra
Dbt Labs
Dell Technologies
Deloitte
Delphix
Delta Lake
Denodo
Denodo Technologies
Denso
Deutsche Telekom
DJI
Domo
Dremio
DXC Technology
Eastern Jin Tech
Ehang
Elementl
EnterpriseDB
Equinix
Ericsson
Esaote
Eseye
Eurotech IoT Consulting
Exasol
Experian
Extreme Networks
EY
F5 Networks
FANUC
Fastly
Faststream Technologies
Finisar
FireEye
Fivetran
Flexpoint
Flink
Forcepoint
Fortinet
Fujifilm
Fujitsu
Garmin
GE
Generac (Ecobee)
Global Laser
Goertek
GoPro
Great Expectations
GreenRoad Technologies
Happiest Baby
HCLTech
Helpsystems
Hightouch
Hikvision
Hitachi
Hive
Holitech Technology
HollySys
Hologic
Honeywell
HPE
HQSoftware
HTC
Huan
Huawei
Hypervolt
IBM
iFlytek
Immuta
Imply
Indie Semiconductor
Infineon
Informatica
Information Builders
Infosys
Infraspeak
Innoviz
Insource
Inspur
Intel
Intenda
InterSystems
IOTA
IoTStream
Jitterbit
Juniper Networks
Kanematsu
Kawasaki
KDDI
Keboola
Keyence
Knowles
Konica Minolta
KPMG
KT
Kyndryl
Largan Precision
Latent AI
Lenovo
LG Electronics
LG Innotek
Libelium
Link Labs
LinpTech
Lite-On
Lockheed Martin
LookML
Losant
LTIMindtree
Lumen Technologies
Lumentum
Luminar Technologies
Magna
Make
MariaDB
MarkLogic
Materialize
Matillion
McKinsey
MediaTek
Microchip
Microsoft
Microvision
Midea (KUKA)
MIMOS
Mitac
Mobileye
Mobvoi
MongoDB
Monte Carlo
Mott McDonald
Murata
Myriota
Nanit
NEC
NetApp
Netgear
New Sun Road
Nikon
Nippon Ceramic
Nokia
Northrop Grumman
NTT
NTT Data
NuoDB
Nutanix
Nvidia
NXP
OEM Automatic
Okta
Omron
Oppo
OpteamX
Oracle
Orange
Ordr
Ovaledge
Palantir
Palo Alto Networks
Panasonic
Pandas
Panoply
Particle
PayPal
Percona
Philips
PostgreSQL
Precisely
Prefect
Privacera
Profisee
Progress Software
PTC
Pulsar
Pure Storage
PwC
PyTorch
Qlik
Qorvo
Q-Tech
Qualcomm
Quanergy
Quanta Cloud Technology
Qubole
Quectel
Rackspace Technologies
Rakuten
RapidMiner
Redis Labs
Renesas
Ricoh
Rockset
Rockwell Automation
Rohm
Rokid
Salesforce
Samsung Electro-Mechanics
Samsung Electronics
Samsung SDS
SAP
SAS
Scality
Schneider Electric
Securonix
Seiko Epson
Sensata
Shimadzu
Siemens
SiLC
SingleStore
SingTel
SK Telekom
Skyworks
SnapLogici
Snowflake
Softbank
Software AG
Sonos
Sony
Sophos
Span.IO
Splunk
Starburst
Stemmer Imaging
Stibo Systems
Stitch
STMicroelectronics
Stone Bond Technologies
Stratio
StreamSets
Sunny Optical
Supergrain
Supermetrics
Surbana Jurong
Tabular
Talend
Tata Communications
Tata Consultancy Services
TDK
TE Connectivity
Tech Mahindra
Teledyne
Telefónica
Telenor Group
Telstra
Tencent
Teradata
Tesla
Tessian
Texas Instruments
Thales
Thinxtream Technologies
Tietoevry
Toshiba
Tovala
Transwarp
Tray.io
Trellix
Trend Micro
Tsinghua Unigroup
Tung Thih
TuSimple
Uber
Ubiquiti
Upsolver
Vdoo
Velodyne
Veoneer
Veritas
Verizon
Visteon
Vivo
VMware
Vodafone
VoltDB
Voyant Photonics
Vuzix
Wipro
Wolfram
Workato
Xiaomi
Yandex
Yaskawa
ZF
ZTE
Zypp Electric

Table of Contents

  • 1 Executive Summary
  • 2 Players
  • 3 Technology Briefing

    • 3.1 The five big IoT market segments
    • 3.2 The digital ecosystem of IoT

  • 4 Trends

    • 4.1 Technology trends
    • 4.2 Macroeconomic trends
    • 4.3 Regulatory trends

  • 5 Industry Analysis

    • 5.1 Business benefits of IoT
    • 5.2 Evolving IoT business models
    • 5.3 The three prerequisites for pervasive IoT
    • 5.4 Market size and growth forecasts
    • 5.5 Timeline

  • 6 Signals

    • 6.1 M&A trends
    • 6.2 Venture financing trends
    • 6.3 Patent trends
    • 6.4 Company filing trends
    • 6.5 Hiring trends

  • 7 Value Chain

    • 7.1 Physical layer
    • 7.2 Connectivity layer
    • 7.3 Data layer
    • 7.4 App layer
    • 7.5 Services layer

  • 8 Companies

    • 8.1 Public companies
    • 8.2 Private companies

  • 9 Sector Scorecards

    • 9.1 Consumer electronics sector scorecard
    • 9.2 Semiconductor sector scorecard
    • 9.3 Industrial automation sector scorecard
    • 9.4 Application software sector scorecard

  • 10 Glossary
  • 11 Further Reading
  • 12 Our Thematic Research Methodology

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