Summary

米国調査会社オンワールドリサーチ（ON World Research）の調査レポート「IoT市場の802.15.4：Zigbee、Thread、6LoWPAN、Wi-SUN　ー　マーケットダイナミクスレポート（第15版）」は、IoT（モノのインターネット）のバリューチェーンの部品サプライヤ、メーカ、サービスプロバイダ、ディストリビュータへの電話インタビューやサーベイを行い、20以上の市場セグメントにおけるIEEE802.15.4の市場機会と脅威について解説・分析している。製品設計毎（チップセットやモジュールなど）、技術毎、周波数毎、トポロジー毎、地域毎の、チップセット・モジュールの収益と平均価格の6年間の市場を予測している。802.15.4チップセットの市場シェア、詳細なバリューシステム分析、90以上の企業概要を記載している。

主な内容（目次より抜粋）

• エコシステム
• 市場動向と市場要因
• 技術と規格
• 競合する代替技術
• ネットワーク試験
• 世界の総市場規模予測

対象市場

• スマートホーム
• エンターテインメント制御
• 健康とウェルネス
• スマートビル
• 産業、物流、農業、建設などの自動化
• AMI（高度計測インフラストラクチャ）
• スマートシティ
• 小売業、自動車、その他

Synopsis:

Fifteen years of advances for power management, wireless mesh networking, application profiles and multi-protocol chipset integration are driving the 802.15.4 ecosystem to new heights. Within the next year, there will be a billion devices worldwide using 802.15.4 network protocols such as Zigbee, Thread or Wi-SUN.

IoT device manufacturers have fewer risks today due to chipset costs approaching $1 in high volumes and the emergence of multi-protocol chips that combine 802.15.4 wireless mesh networking and BLE. These new chips will soon be ubiquitous by leveraging BLE’s smart phone app integration with 802.15.4’s reliable mesh, security and advanced smart home profiles.

With dozens of 802.15.4 chipset suppliers today, there are several combo chips available from leading 802.15.4 chipset suppliers including Silicon Labs, Qorvo, NXP and Texas Instruments as well as innovators and newer entrants such as Qualcomm, Nordic Semiconductor and Redpine Signals.

With combination 802.15.4/BLE chipsets developers are seeing significant demand, lower product development costs, faster time to market and the ability to create new product categories. For example, Signify’s recently launched 802.15.4/BLE smart light bulbs give mass market customers a hub-less smart lighting option that can be upgraded to a whole-home wireless mesh network later.

By 2024, global annual shipments of 802.15.4 mesh chipsets will reach 1 billion. Zigbee will make up the largest portion but protocols using IPv6 such as Thread and Wi-SUN will increase faster. Multi-protocol chipsets that include 802.15.4 and other technologies such as Bluetooth LE and/or WiFi will make up 1 in 4 by this time.

For this report (15th edition), we did an exhaustive investigation of the 802.15.4 ecosystem including phone interviews and surveys with component suppliers, manufacturers, service providers and distributors targeting 20+ market segments.

We provide 6-year market size forecasts by product design (e.g., chipset/module), technology, frequency, topology, geography, chipset/module revenues and average sale price. The report also includes 802.15.4 chipset market shares, an in-depth value system analysis and 90+ company profiles.

Report Overview:

Target Markets:

Market forces analysis of each of the major 802.15.4 markets including the following:

• Smart Metering & Distributed Energy Resources
•  Smart Homes
•  Entertainment RF Controls
•  Medical, Health & Wellness
•  Building Automation & Commercial Services
•  Industrial Automation, Logistics, Agriculture & Construction
•  Smart Cities
•  Retail, Automotive and Others

Application areas, or solutions, across each of the target markets above:

• Energy/Metering
•  Lighting
•  Audio/Video Controls
•  Health & Fitness
•  Safety, security and environmental monitoring
•  Condition monitoring/asset management
•  Others

Technologies & Standards

• Extensive technology evaluation on 802.15.4 and variations such as Zigbee, RF4CE, Thread, JupiterMesh, Wi-SUN, WirelessHART, ISA100 Wireless and others

• Competing alternatives such as Bluetooth, WiFi, Z-Wave, EnOcean, Sigfox and LoRa

• Standards developments, emerging trends, and what it means for your critical stategic planning.

Market Sizing (2018-2024)

• Total addressable market sizing for wireless sensing and control and associated low power wireless applications.

• Global market size forecasts on 802.15.4 RFIC/modules including the following breakdowns:

• Units
• Revenues
• Target Markets
• Application
• Protocol (Zigbee, RF4CE, Thread/6LoWPAN, Other 802.15.4)
• Design Type (chipset vs RF module)
• Topology
• Frequency
• Geography

In-depth analysis on the average sale price (ASP) per 802.15.4 module (or the OEM cost equivalent for in-house chipset based designs)

The 802.15.4 Value System

• Product segmentation: In-depth analysis and research data on over 100 companies that are having the biggest impact for the 802.15.4 market today in the following segments:

•  Chipsets
•  RF Modules/Network stacks
•  Devices/Systems
•  Software/Cloud services
•  IT/Automation Platforms

• Market Shares: 802.15.4 chipset market shares by protocol

• Disruption & Sustainability: for each major 802.15.4 Component Supplier

Each company was evaluated using the following criteria:

• Current offerings, products and services
• Financials, partners, go-to-market strategy
• Protocols supported, chipset design, frequencies, tools, integration, software, key features...
• Evaluation on potential for disruption (innovation, pricing, etc.) and sustainability based financials, strategic alliances and current market shares

Primary Research:

For this report, ON World surveyed >7,000 individuals including the following:

End users:

•  Consumers
•  Home service providers
•  Retailers
•  Professional installers
•  Home builders
•  Property managers
•  Industrial manufacturers and oil and gas companies

Technology Companies:

Every quarter, ON World conducts hundreds of interviews with executives and product managers with leading manufacturers, software developers, component suppliers, and platform providers involved with low power wireless sensing and control markets.

 A few of the surveyed/analyzed companies include:

• Chipsets, Modules & Network Stacks:  Adaptive Network Solutions (ANS), Analog Devices, ARM, CEL, Cypress, Decawave, Dresden Electronik, Digi, Exegin, Gridconnect, IDT, IMST, Laird, Lapis, Marvell,
•  Microchip, Millennial Net, MMB Networks, Murata, Nanotron, Nordic, NXP, Panasonic, Qualcomm, Qorvo,
•  ON Semiconductor, Radiocrafts, Renesas, RF Solutions, San Juan Software, Semtech, Silicon Labs,
•  Skyley, Softing, STMicro, Synapse, Talon, TI, Vertexcom, Wisol, Zilog...

IoT Connectivity Platforms, Devices & Systems: Actility, Alarm.com, Arrayent, Ayla Networks, Berlinger, Care Innovations, CentraLite, Computime, Current, Digital Lumens (Osram), Ecobee, EcoFactor, Enlighted (Siemens), E-Senza, GreenWave, GEO, Golden Power, Google Nest, GridPoint, Helium, Hive, Idosens, Kitu Systems, Mesh Systems, Muzzley, NetVox, Onzo, PTC, relayr, RCS, RF Technologies, Samsung SmartThings, Trilliant, Sunpower, There Corp., ThinkEco, Tridium, Uplight, Wink...

Multi-Market OEMs & Service Providers: ABB, Acuity Brands, Aclara, ADT, Amazon, AMX, AT&T, Belkin, Bosch, BP, Centrica, Comcast, Control4, Cisco, Cree, Crestron, D-Link, Echelon, Eaton, Electrolux, Emerson, ESCO, Fujitsu, GE, Google, Haier Group, Haiwei, Halma, HP, Hitachi, Honeywell, Hubbell, IBM, Indesit, Ingersoll Rand, Itron, Johnson Controls, LEDvance, Landis+Gyr, Leedarson, Legrand, Leviton, LG, Lowes, Lutron, Microsoft, Mitsubishi, National, Panasonic, Samsung, Schneider, Sensus, Siemens, Signify, Sharp, Stanley Black & Decker, Technicolor, Toshiba, Tyco, UTC, Whirlpool, Yale Security, Yokogawa...

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Table of Contents

Executive Summary
Report Scope
Methodology

Ecosystem
WSN Market Landscapes
Total Potential Market Sizing
802.15.4 Market Landscapes
Smart Homes & Buildings
Utility Networks & Smart Cities
Industrial Automation & Logistics
The 802.15.4 Value System

Trends & Developments
Mesh Networking
IP Addressability
Multi-Protocol Chips

Technologies & Standards
IEEE 802.15.4
IEEE 802.15.4e
IEEE 802.15.4e Time-slotted Channel Hopping (TSCH)
IEEE 802.15.4k (Low Energy Critical Infrastructure Networks)
IEEE 802.15.4g (Smart Utility Networks)
Wi-SUN Alliance
Wi-SUN Profiles
Enhanced HAN (Home Area Network)
Wi-SUN FAN (Field Area Network)
IEEE 802.15.4z (Enhanced Impulse Radio)
UWB Alliance
Industrial WSN Standards
WirelessHART
ISA100 Wireless
WIA-PA
Zigbee
Zigbee PRO 2017
Zigbee 3.0
Zigbee Home Automation
Zigbee Light Link
Zigbee Building Automation
Zigbee Green Power
Smart Energy
JupiterMesh
Dotdot
The Thread Group
Fairhair Alliance
IETF Standards
OMA SpecWorks
Open Source Initiatives|

Competing Alternatives
WiFi
Bluetooth Low Energy
EnOcean
Z-Wave
Low Power Wide Area Networks

Network Tests
Battery Comparison in Years by 1 to 3 Volt Node
1 Volt Chipset Test
Battery Comparison
Battery Lifetime Series Years

Global Total Market Size Forecasts
Methodology
Total WSN Chipsets Market – Moderate & Aggressive
Total WSN Chipsets by Landscape
Total WSN Chipsets by Market Segment
Total WSN Chipsets by Technology
802.15.4 Units - Moderate & Aggressive
802.15.4 Revenues - Moderate & Aggressive
802.15.4 Units by Target Market
802.15.4 Revenues by Market
802.15.4 Units by Solution
802.15.4 Revenues by Solution
802.15.4 Average Sale Prices
802.15.4 Units by Geography
802.15.4 Units by Protocol
802.15.4 Units by Topology
802.15.4 Units by Frequency
802.15.4 Units by Product Design

Target Markets

Smart Home
Summary
Value System
Market Size Forecasts
802.15.4 & Others
Moderate & Aggressive
Units by Application
Chipset/Module Revenues
Units by Protocol

Entertainment Controls
Summary
Market Size Forecasts
802.15.4 & Others
Moderate & Aggressive
Chipset/Module Revenues
Units by Protocol

Health & Wellness
Summary
Value System
End User Perspectives
Market Size Forecasts
802.15.4 & Others
Moderate & Aggressive
Units by Application
Chipset/Module Revenues

Smart Buildings
Summary
Value System
Market Size Forecasts
802.15.4 & Others
Moderate & Aggressive
Units by Application
Chipset/Module Revenues
Units by Protocol

Industrial, Logistics, Agriculture & Others
Summary
Value System
Market Size Forecasts
802.15.4 & Others
Moderate & Aggressive
Chipset/Module Revenues
Units by Protocol

Advanced Metering Infrastructure
Summary
Value System
Market Size Forecasts
802.15.4 & Others
Moderate & Aggressive
Chipset/Module Revenues
Units by Protocol

Smart Cities
Summary
Value System
Market Size Forecasts
802.15.4 & Others
Moderate & Aggressive
Chipset/Module Revenues
Units by Protocol

Competitive Landscape

Chipsets
802.15.4 Market Shares
Product Segmentation
Chipset Profiles

Network Stacks & RF Modules
Product Segmentation
Stacks & Modules Profiles

Devices & Systems
Profiles

Software & Cloud Services
Profiles

Automation/IT Platforms
Profiles

List of Figures

Figure 1: Global 802.15.4 Mesh Annual Chipset Shipments (2018-2024)
Figure 2: WSN Market Landscapes
Figure 3: Global TPM for WSN Devices by Market
Figure 4: 802.15.4 Protocols by Application Type & Network Range
Figure 5: Global 802.15.4 Chipset/Module Revenues Homes/Bldgs & Others (2018-2024)
Figure 6: Utility/Smart City 802.15.4 Unit Shipments by Select Protocol (2018-2024)
Figure 7: Global 802.15.4 Units by Select Protocol (2018-2024)
Figure 8: Global 802.15.4 IP Addressable Units by Select Protocol (2018-2024)
Figure 9: Global 802.15.4 Multi-Protocol Chipsets (2018-2024)
Figure 10: IEEE 802.15.4 Protocol Stack & Associated Standards
Figure 11: Fairhair Alliance Supported Technologies & Scope
Figure 12: Wi-SUN Alliance's Responsibilities
Figure 13: 1 Volt Battery Comparison in Years by Node
Figure 14: 1 Volt Node Battery Lifetime in Years
Figure 15: 3 Volt Node Battery Lifetime in Years
Figure 16: Global WSN Annual Units, Moderate & Aggressive (2018-2024)
Figure 17: Global WSN Annual Units by Landscape (2018-2024)
Figure 18: Global WSN Annual Units by Market (2018-2024)
Figure 19: Global WSN Annual Units by Technology (2018-2024)
Figure 20: Global 802.15.4 Annual Units, Moderate & Aggressive (2018-2024)
Figure 21: Global 802.15.4 Chipset/Module Revenues, Moderate & Aggressive (2018-2024)
Figure 22: Global 802.15.4 Annual Units by Market (2018-2024)
Figure 23: Global 802.15.4 Chipset/Module Revenues by Market (2018-2024)
Figure 24: Global 802.15.4 Annual Units by Application (2018-2024)
Figure 25: Global 802.15.4 Chipset/Module Revenues by Application (2018-2024)
Figure 26: Global 802.15.4 Chipset/Module ASPs by Select Market (2018-2024)
Figure 27: Global 802.15.4 Annual Units by Geography (2018-2024)
Figure 28: Global 802.15.4 Annual Units by Protocol (2018-2024)
Figure 29: Global 802.15.4 Annual Units by Topology (2018-2024)
Figure 30: Global 802.15.4 Annual Units by Frequency (2018-2024)
Figure 31: Global 802.15.4 Annual Units by Product Design (2018-2024)
Figure 32: The Smart Home Value System
Figure 33: Smart Home – WSN Annual Units, 802.15.4 & Others (2018-2024)
Figure 34: Smart Home - 802.15.4 Annual Units, Moderate & Aggressive (2018-2024)
Figure 35: Smart Home - 802.15.4 Annual Units by Application (2018-2024)
Figure 36: Smart Home - 802.15.4 Chipset/Module Revenues by Application (2018-2024)
Figure 37: Smart Home - 802.15.4 Annual Units by Protocol (2018-2024)
Figure 38: Entertainment Controls 802.15.4 SWOT Analysis
Figure 39: Media Center – WSN Annual Units, 802.15.4 & Others (2018-2024)
Figure 40: Media Center - 802.15.4 Annual Units, Moderate & Aggressive (2018-2024)
Figure 41: Media Center - 802.15.4 Chipset/Module Revenues (2018-2024)
Figure 42: Media Center - 802.15.4 Annual Units by Protocol (2018-2024)
Figure 43: Health/Wellness 802.15.4 SWOT Analysis
Figure 44: Health & Wellness WSN Value System
Figure 45: Health/Wellness – WSN Annual Units, 802.15.4 & Others (2018-2024)
Figure 46: Health/Fitness - 802.15.4 Annual Units, Moderate & Aggressive (2018-2024)
Figure 47: Health/Fitness - 802.15.4 Annual Units by Application (2018-2024)
Figure 48: Health/Fitness - 802.15.4 Chipset/Module Revenues by Application (2018-2024)
Figure 49: Smart Buildings 802.15.4 SWOT Analysis
Figure 50: Smart Building WSN Value System
Figure 51: Buildings – WSN Annual Units, 802.15.4 & Others (2018-2024)
Figure 52: Buildings - 802.15.4 Annual Units, Moderate & Aggressive (2018-2024)
Figure 53: Buildings - 802.15.4 Annual Units by Application (2018-2024)
Figure 54: Buildings - 802.15.4 Chipset/Module Revenues by Application (2018-2024)
Figure 55: Buildings - 802.15.4 Annual Units by Protocol (2018-2024)
Figure 56: AMI/DER 802.15.4 SWOT Analysis
Figure 57: AMI/DER Value System
Figure 58: AMI/DER – WSN Annual Units, 802.15.4 & Others (2018-2024)
Figure 59: AMI/DER – 802.15.4 Annual Units, Moderate & Aggressive (2018-2024)
Figure 60: AMI/DER - 802.15.4 Chipset/Module Revenues (2018-2024)
Figure 61: AMI/DER - 802.15.4 Annual Units by Protocol (2018-2024)
Figure 62: Smart Cities 802.15.4 SWOT Analysis
Figure 63: Smart City WSN Value System
Figure 64: Smart Cities – WSN Annual Units, 802.15.4 & Others (2018-2024)
Figure 65: Smart Cities - 802.15.4 Annual Units, Moderate & Aggressive (2018-2024)
Figure 66: Smart Cities - 802.15.4 Chipset/Module Revenues by Application (2018-2024)
Figure 67: Smart Cities - 802.15.4 Annual Units by Protocol (2018-2024)
Figure 68: Industrial Etc. 802.15.4 SWOT Analysis
Figure 69: Industrial WSN Value System
Figure 70: Industrial – WSN Annual Units, 802.15.4 & Others (2018-2024)
Figure 71: Industrial - 802.15.4 Annual Units, Moderate & Aggressive (2018-2024)
Figure 72: Industrial - 802.15.4 Chipset/Module Revenues by Application (2018-2024)
Figure 73: Industrial - 802.15.4 Annual Units by Protocol (2018-2024)
Figure 74: IEEE 802.15.4 Chipsets - Disruption & Sustainability
Figure 75: IEEE 802.15.4 Unit Shipments Market Shares in 2018
Figure 76: Zigbee/Thread Unit Shipments Market Shares in 2018
Figure 77: Zigbee/802.15.4 Network Stacks & Modules - Disruption & Sustainability

 

List of Tables

Table 1: WSN Market Landscapes
Table 2: 802.15.4 Market Landscapes
Table 3: The 802.15.4 Value System
Table 4: 802.15.4 Mesh Network Protocols vs. Other Wireless IoT Technologies
Table 5: 802.15.4 Mesh Network Protocols by Target Market
Table 6: Short Range Wireless Sensor Network Technologies
Table 7: Open Source WSN Initiatives
Table 8: LPWAN Technologies Summarized
Table 9: Battery Comparison in Years by 1 Volt Node
Table 10: Battery Comparison in Years by 3 Volt Node
Table 11: Global WSN Annual Units, Aggressive & Moderate (2018-2024)
Table 12: Global WSN Annual Units by Landscape (2018-2024)
Table 13: Global WSN Annual Units by Market (2018-2024) 33
Table 14: Global WSN Annual Units by Technology (2018-2024)
Table 15: Global 802.15.4 Annual Units, Moderate & Aggressive (2018-2024)
Table 16: Global 802.15.4 Chipset/Module Revenues, Moderate & Aggressive (2018-2024)
Table 17: Global 802.15.4 Annual Units by Market (2018-2024)
Table 18: Global 802.15.4 Chipset/Module Revenues by Market (2018-2024)
Table 19: Global 802.15.4 Annual Units by Application (2018-2024)
Table 20: Global 802.15.4 Chipset/Module Revenues by Application (2018-2024)
Table 21: Global 802.15.4 Chipset/Module ASPs by Select Market (2018-2024)
Table 22: Global 802.15.4 Annual Units by Geography (2018-2024)
Table 23: Global 802.15.4 Annual Units by Protocol (2018-2024)
Table 24: Global 802.15.4 Annual Units by Topology (2018-2024)
Table 25: Global 802.15.4 Annual Units by Frequency (2018-2024)
Table 26: Global 802.15.4 Annual Units by Product Design (2018-2024)
Table 27: Smart Home Zigbee/802.15.4 SWOT
Table 28: Smart Home – WSN Annual Units, 802.15.4 & Others (2018-2024)
Table 29: Smart Home - 802.15.4 Annual Units, Moderate & Aggressive (2018-2024)
Table 30: Smart Home - 802.15.4 Annual Units by Application (2018-2024)
Table 31: Smart Home - 802.15.4 Chipset/Module Revenues by Application (2018-2024)
Table 32: Smart Home - 802.15.4 Annual Units by Protocol (2018-2024)
Table 33: Media Center - WSN Annual Units, 802.15.4 & Others (2018-2024)
Table 34: Media Center - 802.15.4 Annual Units, Moderate & Aggressive (2018-2024)
Table 35: Media Center - 802.15.4 Chipset/Module Revenues (2018-2024)
Table 36: Media Center - 802.15.4 Annual Units by Protocol (2018-2024)
Table 37: Health/Wellness – WSN Annual Units, 802.15.4 & Others (2018-2024)
Table 38: Health/Fitness - 802.15.4 Annual Units, Moderate & Aggressive (2018-2024)
Table 39: Health/Fitness- 802.15.4 Annual Units by Application (2018-2024)
Table 40: Health/Fitness - 802.15.4 Chipset/Module Revenues by Application (2018-2024)
Table 41: Buildings – WSN Annual Units, 802.15.4 & Others (2018-2024)
Table 42: Buildings - 802.15.4 Annual Units, Moderate & Aggressive (2018-2024)
Table 43: Buildings - 802.15.4 Annual Units by Application (2018-2024)
Table 44: Buildings - 802.15.4 Chipset/Module Revenues by Application (2018-2024)
Table 45: Buildings - 802.15.4 Annual Units by Protocol (2018-2024)
Table 46: AMI/DER – WSN Annual Units, 802.15.4 & Others (2018-2024)
Table 47: AMI/DER - 802.15.4 Annual Units, Moderate & Aggressive (2018-2024)
Table 48: AMI/DER - 802.15.4 Chipset/Module Revenues (2018-2024)
Table 49: AMI/DER - 802.15.4 Annual Units by Protocol (2018-2024)
Table 50: Smart Cities – WSN Annual Units, 802.15.4 & Others (2018-2024)
Table 51: Smart Cities - 802.15.4 Annual Units, Moderate & Aggressive (2018-2024)
Table 52: Smart Cities - 802.15.4 Chipset/Module Revenues by Application (2018-2024)
Table 53: Smart Cities - 802.15.4 Annual Units by Protocol (2018-2024)
Table 54: Industrial – WSN Annual Units, 802.15.4 & Others (2018-2024)
Table 55: Industrial - 802.15.4 Annual Units, Moderate & Aggressive (2018-2024)
Table 56: Industrial - 802.15.4 Chipset/Module Revenues by Application (2018-2024)
Table 57: Industrial - 802.15.4 Annual Units by Protocol (2018-2024)
Table 58: IEEE 802.15.4 Chipset Suppliers – Product Offerings
Table 59: Zigbee/802.15.4 Chipsets - Profiles
Table 60: Zigbee/802.15.4 Network Stacks & Modules - Product Offerings
Table 61: Zigbee/802.15.4 Network Stacks & Modules – Profiles
Table 62: Zigbee/802.15.4 Systems – Profiles
Table 63: Software/IoT Platforms – Profiles
Table 64: Platform Providers– Company Profiles

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