We are in the early stages of a new world where everything that should be connected will be connected. Connected cars, homes, industrial processes, healthcare, agriculture, and other sectors comprise a few billion connections today. In the next 20 years, connections to things, sensors, computers, and people will grow nearly 10 times. Helping businesses limit the risk and maximize the opportunity is the IoT, IoE, and M2M intelligence sector. This sector provides an end-to-end view of the connected thing value chain from devices to value-added services. Critical IoT solution components of connected devices, service platforms, security, analytics, IoT applications, partner programs, and professional services are examined by supplier and technology viewpoints. The sector is grounded in the IoT Market Tracker, a highly segmented database that quantifies the entire IoT value chain by connection technology and six revenue categories. Additionally, the IoE Market Tracker provides a total market view by fixed and wireless connection technologies and by vertical market for computing devices and connected things.
There is much debate and discussion around the use of embedded SIMs. To date, this has been limited to a small proportion of M2M applications although the potential is there for them to be employed in a wider range of devices. This includes consumer electronics devices as well as mobile phones; however, for this to occur there needs to be a shift in MNO strategies and business practices.
This report examines the barriers and drivers surrounding embedded SIMs and analyses the pros and cons in terms of their wider deployment. Balanced discussion of major factors, including flexible tariffs, subscription management, device distribution, and activation, as well as alternative business models and standards are presented in an objective manner. Likely outcomes, including forecast shipments for expected, upside, and downside scenarios are delivered with analysis of the differing factors affecting each.
Technical, market, and summary section form the basis of the report whilst the final chapter reviews the possible winners and losers in the event of the different outcomes, taking into account the positioning and strategies of different stakeholder groups as well as individual companies.