M2M与物联网（IOT）：电信运营商的机遇（英文版）.pdf

1、M2M AND INTERNET OF THINGS (IOT) OPPORTUNITIES FOR TELECOMS OPERATORSVOLUME II2ContentsIntroduction p 3Telecoms operators should avoid competition with tech giants when selecting vertical market opportunities p 4Telecoms operators need to defend their core connectivity role p 6Drones could provide o

2、perators with both a new market and new insights on driverless cars p 8The automotive and transport sector will continue to drive growth in cellular M2M connections p10The LPWA market has massive potential, but developing a sustainable business will be challenging p12Analysys Masons expertise in IoT

3、 and M2M p14About Analysys Mason p15This brochure collects our latest work on Internet of Things (IoT) opportunities for telecoms operators, following the high level of interest in our first set of articles on this subject. The issues for telecoms operators remain the same: IoT has enormous potentia

4、l, but operators struggle to identify the best approach to the opportunity. Vodafone is one of the most advanced operators in IoT, but the sector was worth just EUR174 million to the company in Q1 2016 a little over 1% of its total revenues.We discuss some of our current thinking on how IoT will aff

5、ect the telecoms sector and describe our past project experience in this brochure. Analysys Mason works with clients worldwide and across the telecoms industry to develop their approaches to IoT. Our assignments range from rapid reviews of existing plans to full strategy development.The articles fea

6、tured in the brochure cover the following topics: Telecoms operators should avoid competition with tech giants when selecting vertical market opportunities. A question we are often asked is which vertical markets operators should focus on. This article provides a framework to address this question.

7、Telecoms operators need to defend their core connectivity role. We argue that operators should move aggressively to offer multiple types of wide area connectivity for IoT. Drones could provide operators with both a new market and new insights on driverless cars. We explore the connectivity requireme

8、nts of drones, and what this means for operators. Automotive and transport sector will continue to drive growth. We show some of the outputs of our forecast for cellular IoT connections, split by the key vertical sectors. The LPWA market has massive potential, but developing a sustainable business w

9、ill be challenging. Based on our latest LPWA connections forecast, we consider the implications of this high volume/low value market. We hope that you find these opinion pieces and commentary of interest and value. We welcome your feedback and encourage you to contact the authors directly if you wou

10、ld like to discuss any of the points raised, or are looking to understand how a specific issue or trend will affect your business. We look forward to working with you. TOM REBBECK Research Director Machine to machine (M2M) and the broader Internet of Things (IoT) market represent a key opportunity f

11、or telecoms operators.Introduction 3TOM REBBECK Research DirectorThe search for growth areas beyond the core business is a perennial problem for telecoms operators and one made more acute by the increasing maturation of their core connectivity business. One significant challenge that operators face

12、is that, as they move beyond connectivity and enter new vertical markets, they will come up against new competitors, often including tech giants (for example, Alibaba, Alphabet, Amazon and Apple) and industrial incumbents. This article, which complements our more-detailed report Telecoms digital str

13、ategies: a framework to help operators evaluate digital service opportunities, argues that operators should not try to compete directly against these companies. Instead, operators should focus on vertical markets that play to their own strengths, and allow them to maintain a competitive advantage ov

14、er their competitors. OPERATORS SHOULD FOCUS ON ADJACENT OPPORTUNITIES THAT BUILD ON THEIR STRENGTHS In our view, the most attractive vertical markets for operators are those that are heavily regulated, have high barriers to entry and are nationally bound. In many ways, this means that operators are

15、 left to explore opportunities in challenging markets. However, this is part of their appeal: markets that are challenging are also less competitive. Operators have the processes in place to deal with heavily regulated sectors Operators are accustomed to working in a highly regulated industry. New o

16、pportunities in highly regulated sectors (including healthcare and finance) may be a more-attractive fit than less-regulated fields such as Internet or software services. Operators have more experience of working in a heavily regulated environment than most technology companies, and certainly more than a typical software start-up. While the regulations for these vertical markets will be different from the telecoms market, operators have the expertise and processes for navigating markets in which