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Life Beyond Telcos: Can Vendors Thrive in IoT?

by Dimitris Mavrakis

The telecoms environment continues to be challenging for both telcos and infrastructure vendors. Several telcos lowered their expectations for profit growth, including Vodafone, Deutsche Telekom, AT&T, and many more. The reasons for doing so are the uncertain global economic environment, saturation in developed markets, regulation, and increased competition. The situation is even worse for infrastructure vendors who depend on telcos, and are now also faced with the transition from hardware to software, in addition to the uncertain business models that govern this new domain.

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Stat Spotlight

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150

million fixed wireless broadband subscribers worldwide in 2022

6

billion SIM card shipments in 2017

110

million VR device shipments by 2021

12

million chronic respiratory disease wearables in 2022

460

global contactless ticketing shipments in 2017

28

million smart glasses in 2021

37

million AR & VR head-worn device shipments by 2018

33

million patient monitoring wearables in 2021

11

billion USD in IoT managed security services in 2021

2

zettabytes of data captured from IoT-connected devices in 2021
arrow

150

million fixed wireless broadband subscribers worldwide in 2022

6

billion SIM card shipments in 2017

110

million VR device shipments by 2021

12

million chronic respiratory disease wearables in 2022

460

global contactless ticketing shipments in 2017

28

million smart glasses in 2021

37

million AR & VR head-worn device shipments by 2018

33

million patient monitoring wearables in 2021

11

billion USD in IoT managed security services in 2021

2

zettabytes of data captured from IoT-connected devices in 2021