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Split Billing: Crucial for Connectivity Management Platforms in Automotive Sector

Over the last few years, the demand for seamless connectivity has grown exponentially in theautomotivesector. With the rise ofconnectedcars and the integration of various IoT devices, the automotive sector faces the challenge of managing and monetizing connectivity effectively. This is where connectivity management platforms (CMPs) play a crucial role, and among the key components that contribute to their success, split billing stands out as a pivotal feature.

What is a Connectivity Management Platform (CMP)?

Before delving into split billing, let’s understand what CMPs are and how they have evolved. CMPs are centralized systems that facilitate the management, control and monetization of data connectivity services in connected vehicles. These platforms empower automotive manufacturers and service providers to offer innovative connected services to drivers and passengers while efficiently managing data consumption.

As seen in the chart below, CMP is a component of widerIoTplatforms that include a Device Management Platform (DMP), Analytics Platform and Applications Enablement Platform (AEP). Together, these platforms power large-scale IoT applications.

Many connectivity management platforms integrate split billing functionality to cater to the diverse billing requirements of multiple stakeholders in theIoTecosystem and the automotive industry in particular. Currently, there are many CMPs, such as Cisco, Aeris, CubicTelecomand Wireless Logic, which have the capability to provide split billing.

Challenges in Connectivity Managementfor Automotive:

In the past, vehicle connectivity was predominantly limited to basic telematics services and hence the split billing was not so much of a concern. However, the rapid advancement oftechnologyhas transformed the automotive landscape. Today, connected cars are equipped with sophisticated infotainment systems, navigation tools, real-time diagnostics, and a multitude of sensors that enhance safety, convenience, and the overall driving experience. In the future, the need for connectivity in cars would be very different with autonomous vehicles and V2X communication.

2022 was a pivotal year for connected cars. According to Counterpoint Research analysis, connected cars surpassed 50% of car sales for the first time with the US, Europe and China as the key markets.

As vehicles become more connected, the complexity of managing connectivity increases. This gives rise to various difficulties for the automotive, including:

Data Consumption: Connected vehicles generate a vast amount ofdata, which can quickly lead to exorbitant costs if not managed efficiently.
Billing and Monetization: With multiple stakeholders involved, such as vehicle manufacturers, network operators, and content providers, it becomes challenging to accurately bill and monetize data usage.
Personalized Services: Consumers expect personalized services tailored to their preferences, but delivering such services without incurring excessive data charges can be tricky.
Data Security and Privacy: Asvehiclesbecome data hubs, ensuring robust security and privacy measures becomes paramount.

The Role of Split Billing:

In the context of Internet of Things (IoT) connectivity forautomobiles, split billing refers to a billing mechanism that allows for the separation and allocation of data usage costs between different entities involved in theIoTecosystem. This concept is particularly relevant when multiple parties share the data consumption and connectivity expenses of an IoT-enabled vehicle.

In an automobile scenario, various components may require internet connectivity for different purposes:

Vehicle Manufacturer: The automobile manufacturer may require connectivity for software updates, diagnostics, and data collection to improve its products and services.
Car Owner/Driver: The car owner or driver may need connectivity for infotainment, navigation, and other personalized services.
Third-party Service Providers: External service providers, such as insurance companies or fleet management firms, might offer specific services that rely on the vehicle’s connectivity.

Split billing allows the data usage and associated costs to be divided among these parties based on their usage patterns and requirements. For example:

Thecar manufacturermight cover the data costs for vehicle diagnostics andsoftwareupdates, as it benefits the development and maintenance of its product.
Thecar ownerwould be responsible for the data costs associated with personal usage, such as infotainment andnavigation.
Third-partyservice providers可能承担相关费用具体服务ices they offer through the vehicle’s connectivity.

This approach helps create a fair and transparent billing structure, where each stakeholder pays only for the services they consume, rather than a single entity covering all data costs.

What does split billing mean for CMPs?

For CMPs, split billing refers to a specific functionality or feature that allows the platform to support the allocation and management of data usage costs among multiple parties or stakeholders in theIoTecosystem. This functionality enables CMPs to handle billing and cost-sharing for IoT connectivity services efficiently. The chart below summaries the key aspects and functionalities related to split billing in CMPs. Overall, split billing functionality in a CMP streamlines the financial aspects of IoT deployments, encourages collaboration between different entities, and ensures that each party pays only for the specific services they utilize, making IoT implementations more transparent and cost-effective.

In conclusion, the evolution of CMPs for split billing has been driven by the increasing complexity of connected services, advancements in data analytics and technology, and the growing demands for personalized billing and improved customer experiences. As the IoT landscape continues to evolve, CMPs will play an increasingly vital role in managing data connectivity and enabling fair and accurate billing for the multitude of services offered in the connected world.

Global Connected Construction Machine Shipments Grew 6.7% YoY in 2022

Onein three construction machines sold in 2022 had embedded connectivity.
The connected construction machinery market is expected to see an annual growth rate of 11% over the next eight years.
The top five players – Caterpillar, XCMG, Sany, Komatsu and Volvo – captured 60% of connected construction machine shipments in 2022.

S迭戈,布宜诺斯艾利斯,伦敦,新德里,香港Kong, Beijing, Seoul – April 27, 2023

Global connected construction machine shipments grew 6.7% YoY in 2022 despite a decline in overall construction machine shipments, according to Counterpoint’s latestGlobal Connected Construction Machine Marketreport. One in three construction machines sold had embedded connectivity. The slowdown in China’s construction activity impacted the shipments of Chinese players and overall global shipments. However, due to a 10% YoY increase in the average selling price (ASP) in 2022, construction machine revenues grew 3% YoY to reach$213 billion. The ASP increased due to supply shortages and addition of features likeelectrificationandconnectivity.

Construction machines refer to equipment, machinery and vehicles specially designed for construction tasks such as excavation, loading and unloading, moving materials, material handling and demolition. The construction machinery also includes mining machinery applications like rock drilling, rock cutting, crushing and tunneling. Engineering and construction projects are complex and difficult to manage. Connected machines help measure construction activity, which is regarded as a barometer of economic prosperity for any region.

Commenting on connected construction machine brand dynamics,SeniorResearch AnalystSoumen Mandalsaid, “Construction machinery is a highly concentrated market with the top five players –Caterpillar,XCMG,Sany,KomatsuandVolvo– capturing 60% of connected construction machine shipments in 2022. Smaller players likeLiebherrare aiming to make inroads by providing connectivity in a larger proportion of their SKUs.JCBandHitachicater to the lower end of the market by offering cost-effective solutions and have fewer machines with connectivity. We expect significant growth opportunity for connectivity for these brands in the coming years.”

The demand for connectivity is driven by theft prevention, predictive maintenance, automated operations, distance monitoring,AR/VR-based simulation and usage-based applications like insurance, vehicle financing and rental services. The tracking of machine assets also helps schedule construction operations in a better way and complete projects on time.Orbcomm,Teltonika,Calamp,syniotec,Machinemax,Trackunit,VisionTrack,Tenna,TrimbleandDPL Telematicsare a few among many players embeddingconnectivityin heavy construction machines while offering complimentary services like connectivity and device managementplatforms.

Commenting on the market outlook,Associate DirectorMohit Agrawalsaid, “Global construction machine shipments are likely to remain flat and reach2.33millionunits by 2030. The current downtrend is expected to last another two to three years. We expect the market to rebound from 2025 onwards. The scarcity of skilled technicians, laborers and drivers will fuel the growth ofautomatedmachines. We expect nearly75%of construction machines to have embedded connectivity by 2030 as the industry shifts towards electrification and autonomous operations. Further, we expect the connected construction machinery market to see an annual growth rate of11%over the next eight years. Currently, 4G is the leading technology in the connected construction machine market but we expect5Gto be the most preferred technology by the end of the forecast period.”

The comprehensive and in-depth ‘Global Connected Construction Machine Market 2022现在的报告对purcha可用se atreport.www.arena-ruc.com.

Feel free to reach us at press@www.arena-ruc.com for questions regarding our latest research and insights.

Background

Counterpoint Technology Market Research is a global research firm specializing in products in the technology, media and telecom (TMT) industry. It services major technology and financial firms with a mix of monthly reports, customized projects and detailed analyses of the mobile and technology markets. Its key analysts are seasoned experts in the high-tech industry.

Analyst Contacts

Soumen Mandal

Mohit Agrawal

Counterpoint Research

press@www.arena-ruc.com

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Global Cellular IoT Module Shipments Jump 14% YoY in 2022 to Reach Highest Ever

曲ectel and Qualcomm dominated the cellular IoT module and chipset markets, respectively.
NB-IoT is still popular among technologies but is expected to lose some market share to 4G CAT1.bis in 2023.
5G adoption to get a boost in 2024 if ASP declines to sub-$100 and 5G RedCap-based solutions become available.
China continues to lead IoT module market, followed by North America and Western Europe.

S迭戈,布宜诺斯艾利斯,伦敦,新德里,香港Kong, Beijing, Seoul – March 29, 2023

Global cellular IoT module shipments grew 14% YoY in 2022 to register record high annual volume, despite macroeconomic headwinds, according to Counterpoint’s latestGlobal Cellular IoT Module and Chipset Tracker by Applicationreport. The resumption of smart meter implementation, ongoing retail POS upgrades, intelligentasset trackingand the continued growth in connected cars due to progress in electrification and autonomous capabilities were some of the key drivers for the double-digit percentage growth in demand for IoT modules.

Chinacontinued to lead the global cellular IoT module market in terms of demand, followed byNorth AmericaandWestern Europe. Meanwhile,Indiawas the fastest growing market, followed by Latin America and North America. Although India has a smaller base, it has immense potential.Eastern Europewas the only region that registered a decline due to the prolonged Ukraine-Russia war.

Commenting on the competitive dynamics among cellular IoT module OEMs,Senior Research AnalystSoumen Mandalsaid, “In 2022, Quectel was the top cellular IoT module player inChina, the world’s largest market for these components. Meanwhile, China Mobile and Fibocom captured second and third place, respectively, enjoying their tremendous scale in the domestic market. Outside of China, Quectel remained the leader followed by Telit and Thales which have merged and will commence operations as a new brand,Telit Cinterion,starting Q1 2023.

曲ectelincreased its focus in the consolidating automotive (NAD module) segment in 2022 and secured multiple design wins with major automakers. The competition in the NAD module market is intensifying as the industry transitions to 5G connectivity. With every transition of cellular technology, we have seen the market consolidate as it becomes increasingly challenging to serve the automotive segment, which requires heavy customization but garners a lower margin.

China Mobile, the world’s largest CSP and IoT connectivity player, is becoming more vertically integrated by leveraging its massive scale to capture maximum value. It has the potential to break into the top three global cellular IoT module rankings this year. However, the company primarily operates in China and will need to expand into other verticals and markets via a robust partnership model to maintain its momentum.”

Commenting on the IoT cellular connectivity chipset player dynamics,Associate DirectorEthan Qisaid, “曲alcommcontinued to dominate the cellularIoT chipset市场在2022年近40%的出口份额。曲alcomm strengthened its position in the LTE CAT 4 and higher technologies while also maintaining a dominant position in the 5G market. Qualcomm recently launched its latest 4G CAT1.bis chipset, QCX216, to compete head-on with the LTE CAT1.bis leaders UNISOC and Eigencomm.

Qiadded, “In 2022, UNISOCandASRmaintained their second and third positions due to strong adoption of the fast-growing LTE CAT1.bis and CAT 1 based modules, respectively. During the year, two new players from China,EigencommandXinyi Semiconductor,broke into the top five cellular IoT chipset vendor rankings, filling the gap left by Hisilicon. Eigencomm focuses on NB-IoT and 4G CAT1.bis applications while Xinyi Semiconductor focuses on NB-IoT chipsets, both being low-cost but high-volume segments.”

Commenting on the technology landscape,Mandaladded, “During 2022,NB-IoTremained the most popular LPWA IoT connectivity technology followed by the fast-growing 4G CAT 1 and 4G CAT 4 modules. Together, these contributed to 60% of the total IoT module market. For most of 2022, China was under lockdown due to the resurgence of COVID-19 which drove greater demand for products such as smart door locks, digital thermometers and wearables, mostly powered by NB-IoT.

NB-IoT saw strong adoption in China but has been less popular outside the country. In contrast,4G CAT.1bishas been gaining traction globally and has the potential to be an alternative to several NB-IoT and existing 2G/3G applications such as smart meters. However,5Gsaw slower adoption in IoT than in smartphones last year due to the higher module costs. The key initial 5G applications are PCs, CPEs and some industrial/enterprise applications.

We believe 5G will enter the mainstream market once the module ASP breaks the sub-$100 barrier and receives a further boost from the5G RedCapcommercialization in coming years.”

Commenting on the IoT market outlook for 2023,Associate DirectorMohit Agrawalsaid, “Global cellular IoT module shipments (including NAD modules) are expected to register robust growth of19%YoY in 2023. The growth of IoT module shipments in the high-value industrial segment will be key for the IoT projects that have struggled to move beyond the pilot stage and for companies that are focusing more on ROI in a tough macroeconomic environment. Nevertheless, shipments of IoT modules for thesmart meter,point of sale(POS) and theautomotivemarkets are expected to continue seeing strong growth, which will offset a slowdown in other segments.”

The market has been undergoingconsolidationacross theIoTvalue chain from module players andconnectivitymanagement to IoTplatformplayers. This has highlighted the importance of scale, choosing the right vertical and capturing value by striking the right partnerships or developing the right capabilities. We could see some more exits and mergers in 2023 because IoT, which is very vertical driven, has been seeing volatile growth due to internal or external factors.”

For detailed research, refer to the following reports available for subscribing clients and individuals:

Counterpoint tracks 1,500+ IoT module SKUs on a quarterly basis and provides forecasts on shipments, revenues and ASP performances for 80+ IoT module vendors, 12+ chipset players and 18+ IoT applications across 10 major geographies.

Background

Analyst Contacts

Soumen Mandal

Mohit Agrawal

Anish Khajuria

Counterpoint Research

press@www.arena-ruc.com

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曲alcomm Aware: Pivotal SaaS Play to Catalyze the Complex IoT Ecosystem

The entire world is going through digital transformation with connectivity at the center intelligently bridging the edge-cloud gap. The data emanating at the edge, whether it is telemetry data from the sensors or location, has been pivotal in adding intelligence, context, and analytics to the connected asset to enable quick, accurate, informed, and timely decision-making.

If we look at the entireIoTor location value chain, it spans from the endpoint/edge (possibly a device/sensor/gateway) to the network infrastructure, enabling connectivity between the edge and the software or API-driven cloud and analyticsplatforms. While connectivity is the glue, location also provides important context to the asset and the data emanating from the asset.

WATCH: Qualcomm Aware Platform Explained

Power of connectivity and location

We have extensively researched and talked about the IoT market and the importance of end-to-end control, fromchipsets,modules, and devices toconnectivityto the platforms, including both IoT and location. TheIoT landscape, which has been fragmented, is now undergoing consolidation as there is a significant mismatch between the value being created and captured. However, the success in IoT lies in a player which can be integrated and offer end-to-end capabilities while also remaining open and flexible to work with different partners across the value chain at the same time. This should allow the player to create and capture maximum value opportunities for everyone and accelerate thedigital transformationjourneys of different companies.

曲alcommhas been the leading and largest “connectivity” chipset provider in the IoT and automotive segments, shipping hundreds of millions of chips every year. While connectivity and IoT are natural to Qualcomm, the San Diego-based systems company has also realized the importance of blending the power of location andconnectivity. Therefore, Qualcomm hasacquiredits long-time partner Skyhook, a Boston-based company that has been a leader in the development of location technologies integrating into thedevices, and PoLTE, a Dallas-based company focusing on cellular-based accurate positioning technology for mobile devices to IoT applications such as fleet management andasset tracking. Driving location-based intelligence right from the chipset via APIs reduces a lot of integration-related difficulties for companies trying to connect their assets to the cloud securely and seamlessly.

WATCH: Qualcomm Aware Platform Use Cases Demo

曲alcomm Aware SaaS platform – API-driven chip to cloud connectivity

With its important position in the IoT value chain and leveraging itslocationand connectivity expertise, Qualcomm recently launched Qualcomm Aware, an API-first platform offering secure and out-of-the-box chip-to-cloud integration. Qualcomm is doing this via an intelligent software on top of the chip to help solution makers optimize, configure, and transmit location and telemetry data from the edge to the cloud simply via APIs integrating with partner solutions.

Source – Qualcomm

Initial capabilities: Location data, connectivity management, security and more

The Qualcomm Aware solution can be tailored to specific verticals, applications or use cases. It comprises of following capabilities:

• Location data GNSS, cellular, Wi-Fi, hybrid location, geofencing, etc
• Power-optimized, configurable hardware and software components
• Security – edge to cloud, Silicon Root of Trust, provisioning, etc
• Connectivity management – cellular, roaming, Wi-Fi, Bluetooth, etc
• Devices – With Qualcomm Aware low-power embedded chipsets

In our opinion, the platform for a particular use case, such asasset tracker, might offer the full solution to start with. But when the need to scale up arises, the platform will have to become more modular so that the end customers or system integrators have more options to choose from. For example, just leverage location APIs or with connectivity management or the off-the-shelf Qualcomm Aware partner devices or not.

Initially targeted use cases: Asset tracking

Source – Qualcomm

Since it blends location and connectivity well, asset tracking is the lowest-hanging opportunity for Qualcomm Aware.

曲alcomm has partnered with Quectel, Ikotek, Thundercomm, and others to build Qualcomm Aware-ready asset trackers to help customers kickstart with the offering as the previous-generation chipset-based devices cannot be upgraded to become Qualcomm Aware compatible. While the solution comes with bundled connectivity (via partner), Qualcomm does not aim to become an MVNO and step on its partners’ toes. For the mapping, routing and location data, Qualcomm is partnering withMapboxandTomTomin this initial phase. Larger players such asHEREandGoogleare expected to be on the partnership roadmap eventually.

Source – Qualcomm

Therefore, transport and logistics is the initial target segment, followed by retail, manufacturing, construction and utilities.

Success will be in partnerships and moving to self-serve model

曲alcomm is thus expanding its capabilities and offerings to become a strong enabler with a platform play in this high-potential,fragmentedbut consolidating market. The timing of the launch might be questionable for many considering the ongoingconsolidation, but we believe this is the best time to enter the market with a unique and highly scalableplatformto invigorate this market, especially with a strong position in theedgemarket.

Source – Qualcomm

To be successful with a SaaS approach, being open and striking the right partnerships is paramount. It is great to see Qualcomm striking partnerships across the value chain, from module and device manufacturers, software and middleware players, and location and mapping vendors to system integrators andcloudplayers. Qualcomm will have to invest in and empower dedicated pre-sales, consulting and post-sales teams to make headway into these markets. Moving to a self-serve model would be critical to further scaling the SaaS business.

关键外卖:Chip-to-cloud参与者驱动的物联网d location platform approach

• No vendor other than Qualcomm enjoys a strong position when it comes to the edge of the market.
• As intelligence moves to the edge, a secure edge-to-cloud connectivity offering can help simplify integration, portability and provisioning of IoT solutions, catalyzing the IoT ecosystem.
• Qualcomm Aware helps the company broaden its portfolio beyond hardware to a recurring and scalable software/services business, which investors and partners would welcome.
• Further, Qualcomm Aware can help crack the significant but complex and fragmented IoT market to make a play in the $700-billion connected intelligent edge opportunity.
• The platform’s future success will depend on how Qualcomm expands its partner ecosystem across verticals and geographies while also moving to a self-serve model.

Top 10 IoT Announcements at CES 2023

At the first full-fledgedCESevent after the pandemic, the excitement was palpable. Theeventdid not disappoint in terms of the variety of announcements across the internet of things (IoT) spectrum. Our teams, both on-ground and online, tracked over 260 announcements made by over 240 companies covering a range of segments across consumer, enterprise and industrial.

Devices formed the most popular category, with three out of every five announcements relating to this segment. As expected, the consumer and smart home sectors took center stage, but it was intriguing to see new launches in industry segments such as agriculture. Additionally, smart home, metaverse, augmented reality, healthcare and robotics were among the most talked about segments, attracting large crowds.

Here are the top 10 IoT announcements from this year’s CES, according to Counterpoint analysts:

1.Wi-Fi:MediaTek launches Genio 700, Wi-Fi 7 products

MediaTek introduced the Genio 700 IoT chipset targeting industrial, smart home and smart retail applications. This chipset will be available by Q2 2023. MediaTek also showcased Wi-Fi 7-supported products like gateways, mesh routers,televisions, streaming devices, smartphones, tablets and laptops partnering withTP-Link,Lenovo, Hisense, ASUS, BUFFALO INC, Skyworks, AMD, Qorvo, LitePoint and MAC MLO among others.

MediaTekis slowly diversifying its offerings beyond smartphones. The availability of products with superior capabilities and increased partnerships will help MediaTek increase its footprint in the IoT market.

2.Smart Home:TP-Link expands Tapo smart home products

TP-Link unveiled new products under its Tapo line of smart home devices. These new additions include cameras, a doorbell camera, a smart video door lock, robot vacuums and a smart hub home connection center. Besides, the company also launched its first Matter-certified smart plugs, smart switches, smart outlet extenders and smart bulbs. The launch of these products at CES 2023 highlights TP-Link’s focus on expanding and diversifying its offerings in the smart home market.

The company’s adoption of the Matter protocol for its Tapo and Kasa lines of smart home products shows its commitment to making smart home technology more accessible and user-friendly.

In addition to the smart home products, TP-Link also showcased Wi-Fi 7-supported router and gateway solutions for use in homes, enterprises and ISPs. The integration of Wi-Fi 7 will improve the gaming experience, as well as increase productivity in enterprise applications.

3.Asset Tracking:Pod introduces paper-thin tracker with SODAQ, Lufthansa

Pod Group, in partnership with SODAQ and Lufthansa Industry, has developed a paper-thin smart labeltrackingdevice that utilizes low-power cellular connectivity (LTE-M) for a battery life of up to six months. This sustainable, eco-friendly device uses alkaline batteries instead of lithium and has the potential to revolutionize the tracking and logistics industry by improving supply chain efficiency and reducing operational costs.

Similar efforts by SODAQ with Vodafone and Bayer utilizing NB-IoT technology have been observed, but the use of Low Power Wide Area Network (LPWAN) may be more beneficial as it targets a wider range of telecommunications operators.

4.Sensor:Bosch showcases sensor technology

Bosch Group subsidiary Bosch Sensortec presented a variety of new sensors at CES 2023. These offerings include an AI-enabled smart sensor system, magnetometer, barometric pressure sensor, and an air quality sensor. These sensors demonstrate advancements in power efficiency, accuracy and compact size, and aim to enhance the user experience by tracking personal health and fitness, providing accurate data and prolonging battery life.

Bosch has been a leading manufacturer of micro-electromechanical system (MEMS) sensors since 1995 and has produced over 18 billion units to date. It is also investing in quantum sensors, which can provide measurements that are significantly more precise than current MEMS sensors and enable more accurate diagnosis of neurological diseases. Additionally, the company is developing angular rate sensors that use the nuclear magnetic resonance of noble gas atoms and are optically pumped. These could prove to be highly precise and stable for navigation applications. Bosch believes that sensors will play a key role in IoT and continues to make investments in this area.

5.Modules:曲ectel enables satellite connectivity, strengthens automotive module portfolio

曲ectel is partnering with Skylo to integrate satellite connectivity into its 5G-ready BG95x/BG77x series of LPWA modules. This hybrid connectivity solution improves network coverage and makes it ideal for a variety of applications, such as trackers, wearables, smart cities and smart meters. Low-earth orbit (LEO) satellites are going to be a key for the non-terrestrial networks (NTN) coming up in 3GPP Rel17/18 in addition to the high-altitude platform system (HAPS).

曲ectel also launched the AG59X series of automotive-grade5G modulesbased on Qualcomm’s SA525M platform to supportautonomous driving. The company has strong partnerships with Chinese automakers such as Li Auto, Nio and BYD, and this module will further strengthen its efforts to increase share in the automotive connectivity market.

6.AR/VR:Thundercomm unveils XR2 VR HMD, 5100 AR glasses and smart vending machine

Thundercomm Thundersoft之间的合资企业nd Qualcomm, unveiled a VR HMD solution based on the Snapdragon XR2 platform and AR glasses based on the Snapdragon W5 platform. These products will not only provide flagship experience but also offer low power consumption, higher resolution and more wear comfort. The AR/VR space is heating up with the increased participation from leading technology and smartphone players such as Meta, Apple, HTC and Google. However, an early entry can be beneficial for Thundercomm.

新推出的智能自动售货机将帮助increase operational efficiencies for retailers. Moreover, this solution will improve the shopping experience and further extend retailers’ reach. Thundercomm is expanding its product lines to capture maximum value from both the consumer and enterprise IoT markets.

7.Robotics & Drones:Autel Robotics showcases EVO Max 4T drone

Autel Robotics has unveiled a new drone, the EVO Max 4T, which is capable of a variety of applications such as autonomous navigation, semi-autonomous flight missions, firefighting, and inspections. It is equipped with three high-quality cameras, capable of capturing footage from a distance of 1.2 km. Autel has also released the Dragonfish NEST infrastructure, which supports automated eVTOL systems, and the EVO NEST infrastructure, which can operate in all weather conditions.

Drones and eVTOLs will see higher adoption in the future with better efficiency in power consumption, security improvements and better regulatory compliances. These innovations will help Autel increase its presence in the enterprise market and remain competitive with companies like DJI.

8.Industrial IoT:ZVISION partners NVIDIA to improve industrial sensing

ZVISION, a provider of solid-state MEMS LiDAR solutions, is working with NVIDIA to use its robotics simulation platform Isaac Sim to develop advanced robot sensing capabilities and provide high-performance LiDAR solutions.

In Industry 4.0, robotics and simulation will play a key role. Its partnership withNVIDIAwill allow ZVISION to expand its applications beyond vehicles, while also reducing costs and speeding up time-to-market for companies undergoing digital transformation. ZVISION offers both short- and long-range LiDAR options that can be tailored to various applications.

9.Platform:Tuya pushes PaaS 2.0, Cube for digital transformation

Tuya officially launched PaaS 2.0 to develop personalized solutions to fulfill global customers’ demands for “product differentiation and independent control”. For private cloud customers, it also unveiled Cube, an enterprise-levelIoT platformdeployment solution.

PaaS 2.0 is a unique innovation that can assist customers in reducing R&D costs and increasing product competitiveness. Tuya is focusing on public and enterprise cloud applications which are dominated by big cloud players like Alibaba cloud and Tencent cloud.

10.Healthcare:OMRON launches blood pressure monitor with ECG

OMRON introduced a new upper-arm blood pressure monitor with built-in ECG capabilities. This device aims to facilitate the early detection of heart disease by combining blood pressure monitoring and ECG technology. Utilizing home-monitored data, healthcare professionals will be able to provide early treatment and detect Atrial Fibrillation (AFib) at an early stage.

The company also announced the expansion of its digital healthcare apps with new features, such as the Personal Heart Health Coach and the Care Team within the OMRON Connect app. These new features will utilize AI technology to analyze vital data and provide patients with personalized guidance and exercise advice. OMRON’s innovative solution, leveraging technologies like AI, ML andIoT, will help healthcare professionals to better understand patient data through analysis.

Conclusion

CES 2023 has provided ample food for thought for industry executives. Each of the announcements made at the event has significant implications for the direction of the industry. For example, the satellite-related announcements made by chipset and module players could help IoT companies focus on new use cases. Additionally, with Wi-Fi 7 becoming mainstream and Matter-certified home products being rolled out, we can expect to see a significant uptick in demand for smart home products. These developments and more continue to shape the future of IoT and solidify the role technology plays in our daily lives. With more innovation, the possibilities are endless and we are excited to see how the industry will continue to evolve.

Related Reports

Telit’s Acquisitions to Reshape Global IoT Module Market

In recent times, Telit has acquired cellular IoT businesses from Thales and Mobilogix. TheIoT modulemarket has started consolidating and we expect to see a few more deals in the coming months. In August, we also sawSemtech获取无线提供完整chip-t塞拉o-cloud solutions to cover the entire IoT value chain. The back-to-back acquisitions by Telit show how it is trying to become an integrated player. With the Mobilogix acquisition, Telit can offer modules, connectivity, security and management platform to design and manufacturing services. It means Telit will act as a one-stop solution provider for its customers. Here, we will try to analyze what these acquisitions mean to Telit and how they will impact the IoT industry.

Telit-Thales deal

Thales is merging its cellular IoT module business into Telit to form a new entity called Telit Cinterion. Thales will own a 25% stake in the newly formed entity and offer SIM technology and security services for IoT modules.

Chinadominates the global cellular IoT module market by taking more than 55% share. International players are struggling to compete in the operator- and government-driven China IoT module market.

After its deal with Telit, Thales will enjoy less distraction from its module business and will be able to focus on its core business which includes software, security and services. Thales will still continue to provideeSIM serviceswhere it is a market leader.

Global Cellular IoT Module Shipments Share by Vendor, Q1 2022

The newly formed company will have a common R&D platform which will help save resources. In the coming times, we may see Telit Cinterion focusing on the IoT platform business to earn revenue on a recurring basis.

Thales has a strong position in Europe and Japan, whereas Telit has a good presence in North America and Latin America. This complementary relationship supports their dream of becoming the #1 cellular IoT player in the international market. Telit-Thales is already leading in the international IoT module market in terms of revenue. With this merger, Telit Cinterion may overtake曲ectelin the international market in terms of shipments in the coming years.

Telit has already divested its automotive business in 2018, but Thales has a good customer base for some European automakers. How the joint venture treats this automotive business will be keenly watched. There is ample opportunity in the automotive business with growing connected and autonomous mobility. With the introduction of5G, Telit may focus on the automotive segment as the automotive module business contributes higher revenue due to a higher average selling price (ASP).

In recent times, Telit has done a great job launching many new modules. This helps Telit to target new regions depending on available technologies and provides an option for customers to select a product as per their requirements.

Telit-Mobilogix deal

Telit moved to acquire Mobilogix, a decade-old end-to-end IoT hardware, software and cloud solution provider to fulfill its ambition of becoming a more integrated player and one of the largest end-to-end white-label solution providers outside China.

Mobilogix的综合设备工程擅长tise and resources, which focus on optimizing the specifications for EMS and ODMs, and attainment of regulatory approvals and carrier certification, will help Telit provide solutions to customers with reduced cost and complexity, and faster time to market.

Furthermore, Mobilogix is known for its expertise in customized IoT projects, which provide businesses with solutions in various application verticals that are ready to certify and mass produce. This will help Telit expand its focus in growing segments such astelematics, micro-mobility, healthcare, construction and agriculture.

Chinese module vendors are trying to become integrated players to capture maximum share across the IoT value chain. Telit is also trying to adopt such a model with these recent acquisitions. For example, Quectel is trying to increase its footprint in the North American market with the establishment of a new ODM company, named Ikotek. Similarly, Fibocom established a new ODM company in 2019 for global customers through applications such as gateway,payment terminal, telematics and industrial applications. Telit is slowly becoming vertically integrated and trying to revive back its glory days in the IoT module market.

Solutions from the combined entity will provide a great choice for customers who want to diversify and do not want to depend on the Chinese ecosystem, and need tightly integrated solution expertise from one provider.

If Telit wants to compete head-to-head with Chinese module giants like Quectel and Fibocom, it has to develop an effective business strategy for each international market.

Mobilogix has a wide range of portfolios comprising customIoT projectsand solution design services based on three basic architectures, namely beacon, power and battery-operated architecture. Apart from this, it also offers cloud platform integration and custom firmware, which will add value to Telit’s portfolio not only from cellular but also from BLE beacon hardware designs.

Mobilogix has a global presence across key regions such as the US, China, India and Latin America. Its presence in China and emerging markets like India will help Telit grow its presence in these key regions.

Conclusion

Telit is becoming a more integrated player with these acquisitions and moving up the stack to become an end-to-end solution provider. The convenient and comprehensive solutions will add more value to its customers’IoTproject deployments and will be concurrent with its long-term vision of becoming the #1 international module player in terms of both shipments and revenue.
The acquisitions will help Telit provide solutions to customers from the design/manufacturing of hardware to cloud and security with regional diversification. This will help Telit cater to more application segments, thus improving both revenue and profitability.
However, industry experts will be keenly watching the entire positioning, offering, strategy and business model, which are changing in theIoTspace as you need to be a large-scale and end-to-end player to succeed even though it is a blue ocean out there.

常Semtech收购塞拉的无线吗e Offerings in IoT Space?

US-based semiconductor manufacturer and LoRa pioneer Semtech announced a $1.2-billion deal on Wednesday to acquire Canada-based cellular IoT module and device supplier Sierra Wireless. The deal comes after last week’s merger deal between Telit and Thales’ cellular IoT business. The IoT module market has entered a consolidation phase and we can expect a few more announcements in the near future.

TheIoT modulemarket is fragmented. Many brands are struggling to improve performance, scale up products and face competitors. Some players are moving towardsservices, which comprise 77% value of the total IoT value chain, for better revenue opportunities instead of sticking to hardware only. For example,u-bloxacquired Thingstream in 2020 to generate more revenue and offer complete IoT solutions, from chipset to cloud. In some cases, companies are trying to build up their ownsupply chainecosystem through integration. For example, Quectel entered theIoTantenna space last year. In the future, we may witness some large players offload their cellular IoT module business which is not a core business for them.

The Semtech-Sierra Wireless deal is an important announcement for theIoTspace. It can change offerings in the IoT industry. Here are somekey takeawaysfrom this deal from Counterpoint analysts:

Sierra Wireless is mainly focused on the cellular business, whereas Semtech is focused on the non-cellular business. The ultra-low power benefits of LoRa and higher-bandwidth capabilities of cellular networks will bring innovation to IoT use cases. They can also solve problems faced inmassive IoTadoption across all segments.
International brands such as Sierra Wireless, Telit, Thales and u-blox were struggling to compete with Chinese module vendors such as曲ectel, Fibocom and MeiG in terms of scale and bringing innovation to the field.
Sierra Wireless divested its auto business in 2020 to focus on the router/CPE segment but the COVID-19 pandemic, supply chain disruptions and ransomware attack hit Sierra Wireless’ efforts to regain its market share last year. Interestingly, the automotive spin-off business was acquired by a consortium led by Chinese module vendor Fibocom.
We also witnessed a corner-room change at Sierra Wireless to revive brand glory when Phil Brace replaced Kent Thexton as the CEO in July 2021.
This year, Sierra Wireless divested its Omnilink offender monitoring business to Sentinel for $37.6 million. This was not a core business for the company and it offloaded Omnilink to focus more on the services industry. Product segments can generate revenue for one time, whereas services can generate revenue on a recurring basis. That is why we have been seeing many IoT module players shifting towardsIoT platforms, cloud and services.
According to itschip-to-cloudstrategy for IoT adoption, Semtech aims to offer solutions across the IoT value chain. However, it has no good presence in the module, device and platform categories. Moreover, LoRa isn’t suitable for each IoT application. LoRa and cellular technologies may complement each other in serving segments across the IoT value chain.
Sierra Wireless will bring a rich experience of cellular IoT modules, cellular gateways and cloud service platform to Semtech, while Semtech will offer LoRachips, LoRa gateways and cloud services. In the future, we may see more hybridcellular+LoRasolutions instead of dual cellular module-based solutions. In this type of application, the cellular module can be used for data communication and LoRa can be used for device management and other applications where a low payload is required. This can change offerings in the IoT module space and help Semtech increase its market share in the cellular space too.
Semtech already has a good hold on smart meter, smart city, industrial, smart grid and asset-trackingapplicationsthrough LoRa solutions. The addition of Sierra Wireless products will help Semtech targethigh-endmarkets such as security cameras, gateways,fleetand PC.

Outlook

The combined entity is looking for a 10x growth opportunity to reach a $10-billion serviceable addressable market (SAM) by 2027. To achieve this figure,IoT platformandcloud serviceswill play a pivotal role as these can contribute revenue on a recurring basis. At the same time, Semtech needs to be careful not to disrupt the standalone LoRa ecosystem partners and customers. We believe cellular+LoRa-based industrial applications such as security, smart campus, factory and private networks will be a big opportunity for Semtech.

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Insights Tag:IoT Platform

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