このレポートでは、動きの速いIoT（モノのインターネット）の世界について、包括的な戦略的アプローチと併せて、セグメントごとに課題、影響、機会を分析しています。

 

Report Description

Juniper Research’s latest Internet of Things research provides critical insight into the fast-moving world of the IoT (Internet of Things); analysing challenges, impact and opportunities on a segment-by-segment basis in tandem with overarching strategic approaches.

 

Juniper Research’s incisive study provides in-depth analysis of the future outlook for the IoT market size in terms of business models and service provider opportunities, as well as key market forces that are impacting the area.

 

The IoT data report covers key IoT market segments, including:

This IoT trends research suite includes:

KEY FEATURES

IoT Core Strategy Analysis: Includes current and future strategies, challenges and approaches for:

Sector Dynamics: Analyses the impact of IoT vertical markets for the consumer, industrial and public service segments, aligned with a breakdown of current market trends. The analysis is split by:

Consumer IoT, including:

Industrial IoT, including:

Public IoT:

Juniper Research Leaderboard: 12 IoT solution vendors compared, scored and positioned on the Juniper Research Leaderboard matrix, including:

Benchmark Industry Forecasts: Market segment forecasts for IoT adoption for the consumer, industrial and public services segments, including:

KEY QUESTIONS

COMPANIES REFERENCED

Interviewed: 1nce, Gemalto, a Thales Company, GSMA, SnapLogic, Telna, TOMIWORLD.

 

Profiled: Arm, Bosch, Cisco, GE (General Electric), Hitachi, IBM, Intel, Microsoft, Nokia, Oracle, Qualcomm, SAP.

 

Mentioned: 3VR, ABB, Abundant Robotics, Accenture, Adaptive Insights, Adobe, ADT Pulse, Aerobotics, AeroGarden, Agent VI, Aggregate Knowledge, Agrobot, Aifro, AirBnB, Airtable, Alibaba, Alooma, Alstom SA, Altra, Amazon, Ambi Climate, American Robotics, Analog Devices, AppDynamics, Apple, AppSheet, Aria, Armis Security, AT Kearney, AT&T, August, Avnet, Avrio, Babylon Health, Baidu, Belkin, Berkshire Hathaway, Birdi, BKON, BlackBerry, Blesh, Blue River Technology, Bluecard, BlueSpray, Boeing, Brickstream, BriefCam, BT, C3 IoT, Cainthus, Capgemini, Celonis, CENGN, ChefSteps, Chipolo, Cision, Citrix Systems, Clara, Click & Grow, Comodo, Connode, Consensys, Crock-Pot, CSC, Cyber Defense Institute, CyberRain, Cylance, Cypress, Databricks, Dell, Deloitte, Density, Do, Dogtooth, Domino’s, Dor, Echo, Ecomo Fount, ecoRobotix, EDF, Eggminder, Elastifile, Ember, Endgame, EPIC, Ericsson, Estimote, EtherRain, Evercook, Facebook, FAO (Food and Agriculture Organization), FarmWise, FFRobotics, FitBit, FluroSat, Footmarks, Forbes, Ford, Four Growers, Fractal, Frontpoint, F-Secure, Fujitsu, Funkwerk AG, GarageMate, Gemic, General Motors, GeniCan, Gideon, Golden Gate Capital, Google, GreeIQ, Habana Labs, Harvest Automation, Helloplant, Hiku, Hilton, HL7 (Health Level Seven International), Honda, Honeywell, HOVE, Hoxton, Huawei, Hummingbird Technologies, Husqvarna, Hydropoint, Ibex Automation, IDEO, iDevices, Iflytek, IKEA, ImperiHome, Industrial Internet Consortium, Infosys, INRIX, Insight, Intelli-Vision, IoT Cybersecurity Alliance, IoT Magazine, IrrigationCaddy, ivee, J.D. Power, J.P. Morgan, JD, JDA, John Deere, josh.ai, Kepler, Keysight Technologies, KORE, Koubachi, KPMG, Kroger, KRY, Lapa 2, Leantegra, Lechal Pods, Leeo, LexisNexis Risk Solutions, LG, Lime, Linquet, Lochbridge, Logiqs, Lono, Maersk, Marketo, MarketShare, Maxim Integrated, Measurence, Megvii, Meituan-Dianping, Meiya Pico, Mellow, Merck, Meridium, Metomotion, Microsoft, Mizuho Bank, Mobike, Mobileye, Morrison’s, Mosiac, Motionloft, myAudience, Mycroft, myHome Plus, Mynt, NEC, NEDO (New Energy and Industrial Technology Development Organisation), Neo, Nervana, Nest, Netflix, Netgear, NetSuite, Neurio, Neustar, Ninox, Nissan, Nokia, NORCAT, Nuro, Nuvoton, NVIDIA, NXP, Object Management Group, Octo Telematics, Odakyu Electric Railway, Olisto, Omniperception, OneM2M, openHAB, Orbit B-Hyve, oXya, Pantascene, Parrot, Pavegen, Pentaho, Perspica, Philips, Ping An Insurance Company, Placemeter, PlantLink, Platinum Equity, PrecisionHawk, Protag, Protect America, Qalcwise, QuardioBase, RainCommander, RainPal, Realtek, ReD Associates, Red Hat, reelyActive, Reliance Energy, Renesas, Retail Next Scanalytics, Ring, Rise, Roambi, Robomow, Root AI, Salesforce, SAP, Schlage, Schneider Electric, Scout Alarm, Semseye, Semtech, Sense Home, SenseTime, Sensibo, Sensing Feeling, Sensoria, Shopperception, Signify, Silicon Labs, SimpliSafe, SiSense, SK Telecom, Smappee, SmartThings, Snowflake, SoftBank. Software AG, Solem, Songas, SonicWall, Sony, SpaceTime Insight, Spensa Technologies, Spotify, Statista, Stringify, Symantec, Tado, TARGUSinfo, Tata, Tech Crunch, Tech Data, Tele2, TellSpec, Teserakt, Tesla, Texas Instruments, Thermomix, Thingstream, Thington, ThoughtSpot, Tier, TomTom, Toyota, TP-Link, TRUSTID, Truven Health, T-Systems, Uber, Ubi, u-blox, Ugmo PH100, Ultraloq, Verifone, Verizon, Vessyl, Vista, Vivint, VMware, Vodafone, Voi, Volkswagen, Walmart, Walmart, Water Hero, WaterPoint, Waylay, Waymo, Wheaton Franciscan, Wink, Withings, Workday, Worx, Xenio, Xerox, XFINITY, XIO Group, Xively, Yeti, YITU, Yixin, Yonomi, Zigbee Alliance.

 

• Canada
• China
• Denmark
• Germany
• Japan
• Norway
• Portugal
• Spain
• Sweden
• UK
• US

• Consumer Devices
• All Other IoT Devices (Industrial & Enterprise)

• Smart Home, Connected Vehicles, Digital Health Monitoring
• Devices, Software Platform & Hardware Revenue

• Retail, Connected Building, Agriculture
• Devices, Software Platform & Hardware Revenue

• Smart Street Lighting, Smart Metering, Smart Grid Distribution Automation, Smart Traffic Management, Smart Parking
• Devices, Software Platform & Hardware Revenue

Regions:8 Key Regions - includes North America, Latin America, West Europe, Central & East Europe, Far East & China, Indian Subcontinent, Rest of Asia Pacific and Africa & Middle East

 

Countries:Canada, China, Denmark, Germany, Japan, Norway, Portugal, Spain, Sweden, UK, USA

1. The Internet of Things: The Future Market Outlook

1.1 Introduction to the IoT.6

1.2 Development of the IoT .8

Figure 1.2: Juniper Research Phased Evolution Model: The Internet of Things .8

1.2.1 A Market Evaluation.9

1.2.2 Juniper Research’s Evaluation.12

1.3 IoT Analytics Investments 2016-2020 .12

1.3.2 IoT Analytics Acquisitions from 2016-2020.13

Table 1.3: Top 10 Disclosed IoT Analytics Acquisitions 2016-2020.13

1.3.3 IoT Solutions Investments 2016-2020.15

i. Highest Investment in IoT Solution Providers in 2017 & 2018 .15

Figure 1.4: Global Value of IoT Investments ($m) Q1 2016-Q1 2020.15

1.3.4 IoT Solutions Acquisitions from 2016-2020 .16

Table 1.5: Top 10 Disclosed IoT Acquisitions 2016-2020.16

2. The Internet of Things: Market Challenges & Strategic Recommendations

2.1 Market Challenges & Strategic Recommendations.19

2.1.1 Solving a Problem & Providing Real Value .19

Figure 2.1: Double Diamond of Design Thinking.22

Figure 2.2: Double Diamond in Reality .22

2.2 Ensuring Cybersecurity & Data Privacy .25

2.2.1 IoT ? The new Surface for Cyberattacks.26

2.2.2 Core Recommendations: Security by Design.27

2.2.3 Identity Management.29

Figure 2.3: Illicit CA Certificate Marketplace. 30

2.2.4 Privacy.31

i. Suggestions for Smart Home Device Designers . 31

2.3 Interoperability, Fragmentation & Standardisation.32

i. Standards . 32

2.4 Implementation.34

2.5 Organisational Expertise & Culture .35

3. The Internet of Things: Sector Analysis

3.1 Consumer IoT .37

3.1.1 Introduction.37

3.1.2 Smart Homes .37

i. Partnerships & Collaboration Become Key. 38

ii. Increased Data Privacy & Security . 38

iii. A New Era for Insurance. 38

3.1.3 Connected Vehicles .39

i. Edge Computing Architecture. 39

ii. 5G Infrastructure . 39

iii. Robot Cars . 39

iv. Cloud & Cellular Connectivity-based Services . 39

3.1.4 Digital Health.39

i. Data Analytics . 40

ii. Telemedicine .40

iii. Smart Hospital Rooms .40

iv. Tech Giants Claiming their Spot.40

3.1.5 Market Impact Analysis.40

Table 3.1: Consumer IoT Impact Assessment Heatmap .41

Table 3.2: Consumer IoT Impact Assessment Heatmap Key .41

3.1.6 Methodology.42

Table 3.3: Consumer IoT Impact Assessment Methodology .42

3.2 IIoT (Industrial IoT).43

3.2.1 Introduction.43

i. AIoT.43

ii. Open Source Encryption of IoT Data.43

iii. Use of IoT-enabled Drones .43

3.2.2 Retail & Supply Chain.43

i. Video Technologies .44

ii. Supply Chain Innovation .45

iii. Cashless Nations .45

3.2.3 Smart Commercial & Industrial Buildings.45

i. Hospitality.45

ii. Energy Management System .45

iii. Predictive Maintenance & Real-time Data .46

3.2.4 Agriculture.46

i. IoT-enabled Drones .46

ii. Self-driving tractors .46

3.2.5 Market Impact Analysis.46

Table 3.4: Industrial IoT Impact Assessment Heatmap .47

Table 3.5: Industrial IoT Impact Assessment Heatmap Key. 47

3.2.6 Methodology .48

Table 3.6: Industrial IoT Impact Assessment Methodology. 48

3.3 Public Services IoT.49

3.3.1 Smart Street Lighting.49

3.3.2 Smart Traffic Management & Smart Parking .50

3.3.3 Smart Energy .50

i. Blockchain. 50

3.3.4 Smart Waste.51

3.3.5 Market Impact Analysis.52

Table 3.7: Public Services IoT Impact Assessment Heatmap. 52

Table 3.8: Public Services IoT Impact Assessment Heatmap Key. 52

3.3.6 Methodology .53

Table 3.9: Public Services IoT Impact Assessment Methodology . 53

4. The Internet of Things: The Competitive Landscape

4.1 Introduction.55

Table 4.1: IoT Solutions Vendor Capability Assessment Criteria . 56

4.1.1 Leaderboard Scoring Results .57

Table 4.2: Juniper Research Leaderboard: IoT Solutions Vendors. 57

Figure 4.3: Juniper Research Leaderboard: IoT Solutions Vendors. 58

4.1.2 Vendor Groupings .59

i. Established Leaders. 59

ii. Leading Challengers. 59

4.1.3 Limitations & Interpretations.61

4.2 IoT Movers & Shakers .62

4.3 Vendor Analysis.64

4.3.1 Arm.64

i. Corporate Profile.64

Table 4.4: Arm Financial Snapshot ($m), 2018-2019.64

ii. Geographic Spread.64

iii. Key Clients & Strategic Partnerships .64

iv. Products & Services.64

v. Juniper Research’s View: Key Strengths & Development Opportunities.65

4.3.2 Bosch.66

i. Corporate .66

Table 4.5: Bosch Financial Snapshot (?m/$m) 2016-2018.66

ii. Geographic Spread.66

iii. Key Clients & Strategic Partnerships .66

iv. Products & Services.66

v. Juniper Research’s View: Key Strengths & Development Opportunities.67

4.3.3 Cisco .67

i. Corporate Profile.67

Table 4.6: Cisco Financial Snapshot ($m) FY 2017-2019 .68

ii. Geographic Spread.68

iii. Key Clients & Strategic Partnerships .68

iv. Products & Services.68

v. Juniper Research’s View: Key Strengths & Strategic Development 

Opportunities.69

4.3.4 GE (General Electric).70

i. Corporate Profile.70

Table 4.7: GE Financial Snapshot ($bn) 2017-2019. 70

ii. Geographic Spread . 70

iii. Key Clients & Partnerships . 70

iv. High Level View of IoT Offerings . 70

v. Juniper Research’s View: Key Strengths & Strategic Development 

Opportunities . 71

4.3.5 Hitachi.71

i. Corporate Profile. 71

Table 4.8: Hitachi Financial Snapshot (\bn/$m) 2017-2019 . 72

ii. Geographic Spread . 72

iii. Key Clients & Strategic Partnerships . 72

iv. Products & Services . 72

v. Juniper Research’s View: Key Strengths & Strategic Development 

Opportunities . 73

4.3.6 IBM .73

i. Corporate Profile. 73

Table 4.9: IBM Financial Snapshot ($m) 2017-2019. 74

ii. Geographic Spread . 74

iii. Key Clients & Strategic Partnerships . 74

iv. Products & Services . 74

v. Juniper Research’s View: Key Strengths & Strategic Development 

Opportunities . 75

4.3.7 Intel .75

i. Corporate Profile. 75

Table 4.10: Intel Financial Snapshot ($m) 2016-2018 . 75

ii. Geographic Spread . 76

iii. Key Clients & Strategic Partnerships . 76

iv. Products & Services.76

v. Juniper Research’s View: Key Strengths & Strategic Development 

Opportunities.77

4.3.8 Microsoft.77

i. Corporate Profile.77

Table 4.11: Microsoft Financial Snapshot ($m) 2017-2019 .77

ii. Geographic Spread.77

iii. Key Clients & Strategic Partnerships .77

iv. Products & Services.78

v. Juniper Research’s View: Key Strengths & Development Opportunities.78

4.3.9 Nokia .79

i. Corporate Profile.79

Table 4.12: Nokia Financial Snapshot (?m) 2017-2019.79

ii. Geographic Spread.79

iii. Key Clients & Partnerships.79

iv. Products & Services.80

v. Juniper Research’s View: Key Strengths & Opportunities .80

4.3.10 Oracle.81

i. Corporate Profile.81

Table 4.13: Oracle Financial Snapshot ($m) 2017-2019 .81

ii. Geographic Spread.81

iii. Key Clients & Strategic Partnerships.81

iv. High Level View of Platform Offerings .81

v. Juniper Research’s View: Key Clients & Strategic Partnerships .82

4.3.11 Qualcomm .82

i. Corporate Profile.82

Table 4.14: Qualcomm Financial Snapshot ($m), 2017-2019. 82

ii. Geographic Spread . 83

iii. Key Clients & Strategic Partnerships . 83

iv. Products & Services . 83

v. Juniper Research’s View: Key Strengths & Development Opportunities . 84

4.3.12 SAP .84

i. Corporate Profile. 84

Table 4.15: SAP Financial Snapshot (?m) 2016-2018. 84

ii. Geographic Spread . 84

iii. Key Clients & Strategic Partnerships . 84

iv. High Level View of Offerings . 85

v. Juniper Research’s View: Key Strengths & Development Opportunities . 85

 

 

 

1. IoT Market Landscape

1.1 Introduction.4

1.2 Development of IoT.5

1.3 Introduction.6

1.3.1 Devices .6

i. Consumer Devices .6

ii. Other Devices .6

1.4 Segments & Revenue Model.6

i. Consumer.6

ii. Industrial.6

iii. Public Services.6

1.5 Connected Devices Summary .7

1.5.1 Consumer IoT Units.7

Figure & Table 1.2: Installed Base Consumer IoT Units (m), Split by 8 Key 

Regions 2019-2024 .7

1.5.2 Industrial & Public Services IoT Units .8

Figure & Table 1.3: Other IoT Unit Installed Base (m), Split by 8 Key Regions 

2019-2024 .8

1.5.3 Total IoT Installed Base.9

Figure & Table 1.4: Total IoT Unit Installed Base (m), Split by 8 Key Regions 

2019-2024 .9

1.6 Revenue Summary.10

1.6.1 Hardware Revenue.10

Figure & Table 1.5: Annual IoT Unit Hardware Revenue ($m), Split by 8 Key 

Regions 2019-2024 .10

1.6.2 Software Revenue .11

Figure & Table 1.6: Total Annual IoT Software Revenue ($m), Split by 8 Key 

Regions 2019-2024. 11

2. Consumer IoT Market Forecasts

2.1 Introduction.13

2.1.1 Methodology & Assumptions.13

Figure 2.1: Smart Home Methodology. 14

2.1.2 Hardware Revenue .15

Figure & Table 2.2: Annual Home Automation Hardware Revenue ($m), Split by 8 

Key Regions 2018-2023. 15

2.1.3 Software Revenue .16

Figure & Table 2.3: Annual Home Automation Subscription Revenue ($m), Split 

by 8 Key Regions 2019-2024. 16

2.2 Connected Consumer Vehicles.17

2.2.1 Telematics Forecast Methodology.17

Figure 2.4: Connected Consumer Vehicles Methodology . 18

2.2.2 Service Revenue.19

Figure & Table 2.5: Connected Consumer Vehicle Service Revenue ($m), Split by 

8 Key Regions 2019-2024. 19

2.3 Digital Healthcare .20

2.3.1 Methodology & Assumptions.20

Figure 2.6: Digital Healthcare Forecast Methodology . 21

2.3.2 Hardware Revenue .22

Figure & Table 2.7: Total Digital Health Unit Hardware Revenue ($m), Split by 8 

Key Regions 2019-2024. 22

3. Industrial IoT Market Forecasts

3.1 Introduction.24

3.2 Retail .24

3.2.1 Methodology & Assumptions ? RFID & Beacons .24

Figure 3.1: Retail RFID Forecast Methodology .26

Figure 3.2: Retail Bluetooth Beacon Forecast Methodology.27

3.2.2 Total Revenue ? RFID.28

Figure & Table 3.3: Annual RFID Revenue ($m), Split by 8 Key Regions 2019-

2024.28

3.2.3 Total Revenues ? Beacons .29

Figure & Table 3.4: Annual Beacon Revenue ($m), Split by 8 Key Regions 2019-

2024.29

3.3 Commercial & Industrial Buildings .30

3.3.1 Methodology & Assumptions .30

Figure 3.5: Commercial & Industrial BEMS Forecast Methodology .31

3.3.2 Total BEMS Revenues.32

Figure & Table 3.6: Total Annual BEMS Revenue ($m), Split by 8 Key Regions 

2019-2024 .32

3.4 Agriculture.33

3.4.1 Assumptions & Methodology .33

Figure 3.7: AgriM2M Forecast Methodology .34

3.4.2 Total AgriM2M Revenues .35

Figure & Table 3.8: Annual AgriM2M Revenue ($m), Split by 8 Key Regions 2019-

2024.35

4. Public Services IoT Market Forecast

4.1 Introduction.37

4.2 Smart Street Lighting.37

4.2.1 Methodology & Assumption.37

Figure 4.1: Smart Street Lighting Forecast Methodology. 39

4.2.2 Smart Street Lighting Hardware Revenue.40

Figure & Table 4.2: Annual Smart Street Lighting Revenue ($m), Split by 8 Key 

Regions 2019-2024. 40

4.3 Smart Grid.41

4.3.1 Methodology & Assumptions.41

Figure 4.3: Smart Grid Forecast Methodology. 43

4.3.2 Smart Grid Total Revenues .44

Figure & Table 4.4: Total Smart Grid Hardware & Software Revenue ($m), Split 

by 8 Key Regions 2019-2024. 44

4.4 Smart Traffic & Parking.45

4.4.1 Methodology & Assumptions.45

Figure 4.5: Smart Traffic & Parking Methodology . 47

4.4.2 Total Smart Traffic & Parking Revenue .48

Figure & Table 4.6: Annual Smart Traffic & Parking Revenue ($m), Split by 8 Key 

Regions 2019-2024. 48