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Insights Tag:IoT
Meet Counterpoint at IoT Tech Expo Europe
Counterpoint is attending the IoT Tech Expo Europe on 27thSeptember, 2023
Our Associate DirectorMohit Agrawalwill be attending theIoT Tech Expo Europe, 2023. You can schedule a meeting with him to discuss the latest trends in the technology, media and telecommunications sector and understand how our leadingresearchandservicescan help your business.
When:September 26th – September 27th
Where:Rai, Amsterdam
About the event:
IoT Tech Expo is the leading event for IoT, Digital Twins & Enterprise Transformation, IoT Security IoT Connectivity & Connected Devices, Smart Infrastructures & Automation, Data & Analytics and Edge Platforms. With a myriad of groundbreaking exhibits, expert-led discussions, and networking opportunities, the IoT Tech Expo is your gateway to discovering the IoT landscape.
Click here(or send us an email at contact@www.arena-ruc.com) to schedule a meeting with them.
Read more about the IoT Tech Expo Europe.
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u-blox’s H1 2023 Jumps 17% YoY, Expects Slowdown in H2
- Results driven by design wins in the automotive and industrial application sectors.
- EMEA had the highest growth in revenue at 31% YoY and surpassed the Americas in terms of contribution.
- u-blox to experience a reduction in revenue in Q3 2023 and remain sluggish in H2 2023.
Global wireless and positioning technologies leader u-blox’s H1 2023 revenue rose 17% YoY to reach $364.3 million, primarily driven by successful design wins within the automotive andindustrialapplication sectors. However, gains were limited by a decline in consumer revenue.
During u-blox’s earnings call, CEO Stephan Zizala touched upon several important topics like significant design wins, prevailing macroeconomic challenges, and the company’s proactive management strategy for the future.
Macroeconomic Situation and Outlook
CEO:“In a softening macroeconomic and global semiconductor market environment, our order book for H2 2023 developed more slowly than initially anticipated. Mainly due to unfavorable FX rates and overstocking, we expect Q3 revenues and profitability to be weak, with an improvement in Q4.”
Our analyst take:“The IoT module industry is decelerating because of broader macroeconomic conditions and a softening semiconductor market. Key players in thecellularIoT module sector, including Quectel andTelit Cinterion, have witnessed a reduction in growth compared to H1 2022. However, during H1 2023, u-blox achieved significant double-digit expansion, despite significant constraints from the global semiconductor supply chain shortage.”
“However, u-blox is expected to experience a reduction in revenue in Q3 2023 as demand remained weak in the key North American region during H1 2023 and will likely remain sluggish in H2 2023. However, u-blox is optimistic about Q4.”
Management Strategy
CEO:“While we must deal with cycle adaptation, I remain very confident about u-blox’s long-term outlook and growth trajectory, thanks to our strong structural growth drivers in automotive and industrial target applications. We are winning important new projects at leading customers. A large design win for automated driving ramping in 2026 and an innovative approach for satellite IoT connectivity are testimony to these future development prospects.”
Our analyst take:“The automotive industry is undergoing a significant transformation towardselectrificationand autonomy. This transition highlights the importance of connectivity andnavigation, emerging as crucial factors. u-blox stands out from other GNSS competitors due to its exceptional GNSS quality and centimeter-level precision in positioning.”
“Apart from its focus on GNSS and cellular technology, u-blox’s recent collaborations with satellite player Orbcomm leverage its strides toward present-day trends. The aim is to offer hybrid connectivity solutions (combining cellular and satellite capabilities) catering toagriculture、资产跟踪和海事应用,promising enhanced coverage and communication. However, u-blox is set to encounter intense competition from Quectel, Fibocom, and Telit Cinterion, as they have already introduced hybrid connectivity modules.”
H1 2023 Highlights:
- u-blox’s gross profit increased 12% YoY in H1 2023 to reach $171 million.
- The industrial sector accounted for 65% of the total company revenue and experienced a robust 26% YoY growth. This growth was attributed to significant demand in asset tracking applications.
- The automotive segment also exhibited growth, increasing 24% YoY and accounting for 30% to the overall revenue, driven by the acceleration of electric vehicle adoption and advancements in autonomy.
- Conversely, the consumer and other segments faced a decline of 55% YoY, accounting for only 5% of the total revenue. This decline was primarily driven by decreased consumer demand starting from mid-2022.
- Among regions, APAC was the highest contributor, capturing 43% of the market with 30% YoY growth due to demand from automotive customers and safety stock buildup for healthcare customers. EMEA shows the highest growth with 31% YoY and contributed 32% of the market surpassing Americas with a ramp-up of the tracking business and 2022 order backlog. However, the US region’s revenue fell 12% YoY, accounting for only 25% of the market due to demand reduction in healthcare and consumer applications.
- In H1 2023, modules and chips accounted for 80% and 19% of the total revenue, respectively. Module volume grew 9% YoY growth in H1 2023, while chip volume saw a remarkable increase of 31% YoY.
- In the module revenue segment, theGNSS moduleretained its leading position, generating over half of the total revenue. This is attributed to the exceptional quality and precision of u-blox’s GNSS products. The collaboration with GMV resulted in significant design wins, merging u-blox’s GNSS receiver hardware with GMV’s secure correction service, sensor fusion and positioning engine. Furthermore, u-blox has partnered with Position Partners to introduce the PointPerfect GNSS augmentation service to Victoria and New South Wales. This marks the initial phase of the service’s rollout within the Australian and New Zealand markets.
- In H1 2023, theWi-Fi/BT modulesegment grew 10% YoY. u-blox’s latest release, the JODY-W5, introduced the newest dual-band Wi-Fi 6 and dual-mode Bluetooth® 5.3 module, featuring Bluetooth LE audio within a compact form factor. This design is aimed at preventing wireless network congestion within vehicles while simultaneously enhancing audio capabilities.
- According toCounterpoint Research’s Cellular IoT Module Trackerservice, u-blox’s cellular IoT module segment grew 18% YoY in H1 2023 to reach $106 million. u-blox has accelerated its adoption of tracking applications driven by the strong performance of its UBX-R5 chipset-based LPWA and LTE-M modules.
Conclusion
Given the macroeconomic challenges characterized by adverse shifts in FX rates and customer overstocking, u-blox’s market outlook for H2 2023 suggests a substantial deceleration. The rise in inventory levels is expected to lead to a decrease in profitability during Q3 2023, followed by a recovery in Q4 2023. However, the demand and requirements for semiconductor solutions, particularly in domains such as autonomous driving, asset tracking and industrial automation, are poised for substantial growth. u-blox remains strategically positioned to capitalize on this growth trend due to its strong expertise in positioning technology and wireless connectivity, which is expected to result in more design wins.
Related Reports:
- Big Role for 5G RedCap in 5G Evolution, Massive IoT Adoption
- PAX Revenues Cross $1 Billion in 2022; SmartPOS Adoption Supports Growth
- John Deere: Pioneering the Future with Agricultural IoT Technology
- Navigating Permanent Roaming for IoT: Challenges and Solutions
- Quectel, Telit Cinterion, Fibocom Capture More Than Half of Cellular IoT Module Shipments in Q1 2023
- Global Cellular IoT Connections to Cross 6 Billion in 2030
- Global Cellular IoT Module Shipments Jump 14% YoY in 2022 to Reach Highest Ever
- Split Billing: Crucial for Connectivity Management Platforms in Automotive Sector
- eSIM-Capable Devices Set for Hyper-Growth After Crossing Inflection Point
- Global Connected Agriculture Node Shipments to Reach 187 Million Units by 2030
- Global Connected Construction Machine Shipments Grew 6.7% YoY in 2022
- Webinar: 5G IoT will Redefine Logistics & Transportation Ft. Soumen Mandal
Meet Counterpoint at DTW23 Ignite
Counterpoint Research is pleased to announce its participation as a Media Partner inDTW23 Ignitewhere our Associate Director,Mohit Agrawal, will be present. You can schedule a meeting with him to discuss the latest trends in the IoT sector and understand how our leading research and services can help your business.
When:19-21 September, 2023
Where:Copenhagen
Click here(or send us an email at contact@www.arena-ruc.com) to schedule a meeting with him.
About the Event:
The telco and cloud worlds are colliding, driving rapid service innovation, upending traditional business models, and ushering in exciting new opportunities for growth. This groundbreaking transformation is being enabled by AI, autonomous networks and open digital architectures.
TM Forum is leading the industry in defining the building blocks for new operating models, impactful new partnerships, and advanced software platforms, unlocking the value of data to create nearly endless opportunities for players across the communications ecosystem.
DTW23 – Ignite will harness the collective ingenuity, innovation, and collaboration of global community to seize the opportunity and lead the communications industry to growth.
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‘Off-the-Shelf’ eSIM Provisioning Software Gaining Momentum
eSIMhas been a revolutionary technology driving the digital transformation of acquiring, accessing and consuming connectivity. OEMs are offering eSIM capability at the device level, while eSIM management solution vendors are offering software and services to mobile operators to connect these eSIM-capable devices to eSIMplatformssecurely.
The benefits of eSIMtechnologylie in enabling secure and seamless connectivity from chip to cloud, leading to an array of new business models for a broad range of stakeholders. This includes transforming mobile operators, making connected enterprises “fully digital”, thereby reducing overheads, customer acquisition costs and complexities, boosting customer experience, and driving newer business models connecting people and things at scale.
Demand for eSIM management solutions growing across different stakeholders
eSIM采用在不同的德维克增长迅速e categories and stakeholders. Mobile operators, enterprises, service providers and even platform players are sourcing innovativeeSIM数字化解决方案,扩大他们的服务进攻ring, maintain redundancy, plan hybrid deployments to comply with local regulations, or address specific subscriber or device segments. For example, players such as Uber are climbing on the eSIM bandwagon to drive newer business models and remove customer pain points by offering uninterrupted connectivity. Privatenetworks采用eSIM提供专用的连接吗to their employees and remotely manage the connected IoT assets within the enterprise premises.
Different flavors of eSIM management solutions
The incumbent SIM vendors have been deliveringeSIMmanagement solutions in the form of ‘eSIM-Management-as-a-Service’ as an extension of their existing SIM business model, with the storage and processing of the subscriber data usually managed by the vendors at their own sites or now in collaboration with third-party cloud platforms such asAzure,AWSandGoogle Cloud. However, in such traditional deployments, the customers, especially other Service and Solution Providers have very limited commercial and technical control over the eSIM-based subscription management and customer data.
While this has been the established method of eSIM management solution delivery during the early years, which saw very limited eSIM usage, the competitive, geopolitical and regulatorylandscapeis changing. As eSIM technology has matured with a clear path ahead to replace the SIM card, operators as well as service and solution providers are increasingly either considering developing their own eSIM managementsoftwareor licensing it “off the shelf” and building a service on top of it.
Developing software and service “in-house” demands significant resources and domain knowledge, from software to standards to security. This makes the exercise incrementally expensive amid changing technologies and regulations. Therefore, using an off-the-shelfeSIMmanagement software is emerging as a popular solution, offering the best of both worlds, i.e. in-house and as-a-service eSIM management solutions.
achelos GmbH, an important player in the eSIM value chain, is positioned to satisfy the abovementioned needs. The company offers a suite of off-the-shelf GSMA-compliant eSIM RSP software solutions with bespoke features and extensions that perfectly align with the different requirements of a broad range of players, whether MNO, privatenetworkoperator, service provider or system integrator. They fill a gap in the booming eSIM RSP market, helping democratize the technology by offeringeSIMsolutions to potential stakeholders looking for eSIM provisioning capabilities integrated directly into their existing platforms or infrastructure at the software level rather than the traditional as-a-service solution.
In our discussions with multipleoperatorsand stakeholders, the key needs and challenges mentioned are related to having more control, independence over costs, technology, integration, and data to manage the number of connected devices and connectivity on their networks. This is where off-the-shelfeSIMmanagement software solutions are looking to help eliminate the significant cost, risks, resource requirements and compliance requirements. However, with the growing trend of sourcing multiple eSIM management and orchestration solutions, we believe the off-the-shelf software is a nice complement to the traditional as-a-service eSIM solutions, allowing these key stakeholders to strike the right balance between control and flexibility.
Firms such as achelos started as niche players, with a highly focussed “software-only” approach offering flexible, customizable off-the-shelf GSMA SAS-SM-complianteSIMremote SIM provisioning and orchestration software solutions. These complement or offer an alternative to traditional as-a-service solutions by promising proof points across the following key criteria:
- Reliable: Redundancy, up-time, backup, recovery, security, resilience, etc.
- Scalable: With growing traffic across locations, device types, features, etc.
- Compliant: GSMA standards, specs, interoperability, etc.
- Comprehensive: Support different implementations – SM-DP, DP+, DS, etc.
- Efficient: Costs, resources, implementation, time-to-market, etc.
- Seamless: Architecture, orchestration, openness, cloud, BSS/OSS integrations
- Customizable: Features, services, deployments, UI, analytics to help differentiate
Furthermore, having access to an end-to-end suite ofeSIMRSP and orchestration software and capabilities helps potential stakeholders co-develop distinctive features and services on top of the standards efficiently, with full control over security, scalability, and costs.
The key to success with this approach is in having a software partner which embraces open, lightweight, and advanced tools, frameworks and processes. This makes it seamless for the stakeholder’s IT team to co-create unique solutions built on industry standard-compliant and interoperable foundations.
Wrapping up
As the eSIM adoption rises across key stakeholders beyond mobile operators, there are significant opportunities for the vendors providing eSIM solutions in different forms. Different stakeholders have different needs, influenced by their digital transformation journeys, regulations, and need for redundancy or control over the solution and services attached to it.
As a result, we are seeing growing need for off-the-shelf eSIM solutions where some stakeholders want greater control, commercial independence, and sovereignty of the platform alongside the traditional ‘eSIM-Management-as-a-Service’ solutions. Players such as achelos are well positioned to complement and expand the eSIM solution provider ecosystem for the different key stakeholders in their eSIM transformation journey.
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PAX’s H1 2023 Revenue Down 15% YoY as E-payment Terminal Business Hurt by Unfavourable Macroeconomics
- Revenue contribution from LACIS, EMEA and APAC regions drop YoY in H1 2023.
- Revenue contribution from APAC region should improve in H2 2023 with India and SEA’s strengthening performances.
- PAX expects a double-digit percentage decline in 2023 revenue.
PAX Global Technology’s H1 2023 revenue fell 14.7% YoY to$456 million, as the company’s electronic payment terminal business was constrained by slowing global economic growth and high-interest rates. Meanwhile, revenue from itspaymentterminal-related services segment surged 35.6% YoY during the period, mainly due to the growth in revenue generated from the Software as a Service (SaaS) solutions, maintenance, and installation services.
During PAX’s earnings call, CEO Jack Lu discussed a few key topics including the adoption of Android smart solutions, macroeconomic challenges and forward-going management strategies.
Macroeconomic Situation and Payment Trend
CEO Jack Lu:“Despite short-term macroeconomic challenges, the proliferation of electronic payments continues to be a significant and ongoing global trend. The continued advancement of payment technology, along with growing consumer appetite for convenient and secure payment options, as well as the cashless initiatives promoted by governments worldwide, have continued to open up new opportunities for PAX solutions.”
Our analyst take:“PAX’s strong portfolio across different sectors, combined with its POS terminal management platform, offers a one-stop solution for businesses. PAX is helping businesses scale their operations by providing seamless payment options. The company has strategically set up a dedicated division called Zolon to expand businessInternetof Things (BIoT). PAX’s service segment revenue is expected to receive a further boost from its BIoT solutions, including SaaS (e.g. MAXSTORE) and commercial POS solutions (e.g. Elys). The enterprise IoT solution will mainly target cloud-based services for businesses to secure recurring revenues.”
Management Strategy
CEO Jack Lu:“展望未来,全球工业contin付款ues to embrace a prosperous future. PAX will continue to explore more potential business opportunities by acquiring banks, PSPs and distribution partners, offering future-oriented payment solutions for merchants and consumers across the globe.”
Our analyst take:“The payment industry has undergone fundamental changes in recent years, with a surge in the global acceptance of electronic payment options among consumers and merchants. Governments and financial institutions worldwide now place greater emphasis on their electronic payment acceptance infrastructure and are aiming to implement a more efficient and transparent financial ecosystem. The huge value and potential of the payment terminal market will be further unlocked going forward. PAX’s ongoing strategy is aligned to capture this huge market opportunity and we believe its expanding global presence and increasing investment in R&D will help it drive innovation and increase market share.”
H1 2023 Result Summary:
- PAXreported gross profit margin of 44% in H1 2023, up400 bps YoY,driven by lower costs stemming from a weaker yuan and a change in its geographical sales mix. PAX’sSaaSecosystem rose84%YoY in H1 2023 and contributed positively to the company’s overall revenue growth. The company had more than10 millionconnected terminals being managed on itsMAXSTOREplatformduring the period.
- In H1 2023, PAX registered a decline in revenue from theLatin America and Commonwealth of Independent States (LACIS),Europe, Middle East and Africa (EMEA)andAsia-Pacific (APAC)Only theUnited States and Canada (USCA)region saw a record-breaking growth of 20% YoY during the period.
- The LACISregion posted an 18% YoY decline in H1 2023 revenue to reach$175 million, constrained by the conservative business sentiment in Brazil stemming from challengingeconomic
- The EMEAregion recorded$148 millionin revenue, down 19% YoY in H1 2023, mostly due to economic uncertainties, especially in Europe and the Gulf Cooperation Council (GCC), resulting in a temporary slowdown in market demand. However, PAX is confident that its strong brand recognition and products, as well as a reputable network of channel partners, will continue to positively influence growth in the region.
- The APACregion saw a 24% YoY decline in revenue to$57 million, hurt by the longer-than-expected sales cycle in India, which offset the growth of other markets in the region. However, going forward, several APAC countries are expected to contribute increased sales revenues as PAX’s brand recognition improves and new products hit the market.
- During H1 2023, PAX secured a steady increase in shipment volumes from the SEA region as countries like Indonesia and Singapore ramped up the adoption of PAXAndroidsmart products as they move to modernize their electronic payment systems. Riding on this wave, along with India’s strengthening contribution, the APAC region should perform well in H2 2023.
- The USCAregion registered a record-breaking growth of 20% YoY in H1 2023 with$76 millionin revenue, mostly driven by increasing market demand for diverse payment options and value-added services. PAX Smart Android solutions have maintained strong sales momentum and positive market reception of the newly launched Elys Solution.
- In July 2023, PAX was elected to the Board of Advisors of thePCI Security StandardsCouncil (PCI SSC), making it the first and only Chinese company to join the board – this proves how good its products are. PAX should leverage the PCI SSC news to keep gaining market share in the US and Europe.
- PAX’s expertise in AndroidSmartPOStechnology has enabled it to lead the Android SmartPOS solutions space. However, it faces strong competition in other use cases and form factors from international players like Ingenico and Verifone and homegrown Chinese players like Newland, Tianyu and Castles.
- With an unwavering dedication to the payment terminal sector for the past two decades, PAX has built extensive expertise, capital prowess and a diversified global footprint supported by a strong portfolio across different sectors catering to different needs of merchants and businesses. This has helped PAX become risk resilient and adaptable to volatile environments.
- PAX has a bleak outlook for 2023, given themacroeconomicobstacles, decelerating global economic growth, and elevated interest rates. The company has anticipated a double-digit percentage decrease in revenue for the year. Similarly, competitors like Newland, Tianyu and Castles are also grappling with these macroeconomic challenges for their payment terminal businesses.
Related Reports:
- Big Role for 5G RedCap in 5G Evolution, Massive IoT Adoption
- PAX Revenues Cross $1 Billion in 2022; SmartPOS Adoption Supports Growth
- John Deere: Pioneering the Future with Agricultural IoT Technology
- Navigating Permanent Roaming for IoT: Challenges and Solutions
- Quectel, Telit Cinterion, Fibocom Capture More Than Half of Cellular IoT Module Shipments in Q1 2023
- Global Cellular IoT Connections to Cross 6 Billion in 2030
- Global Cellular IoT Module Shipments Jump 14% YoY in 2022 to Reach Highest Ever
- Split Billing: Crucial for Connectivity Management Platforms in Automotive Sector
- eSIM-Capable Devices Set for Hyper-Growth After Crossing Inflection Point
- Global Connected Agriculture Node Shipments to Reach 187 Million Units by 2030
- Global Connected Construction Machine Shipments Grew 6.7% YoY in 2022
- Webinar: 5G IoT will Redefine Logistics & Transportation Ft. Soumen Mandal
Meet Counterpoint at Industry of Things World Europe
Counterpoint Research will be joiningIndustry of things World Europeas Media Partners. As part of this collaboration, our Associate DirectorMohit Agrawalwill be speaking about security and privacy considerations when managing IoT connectivity, and how do CMPs assist in enforcing security measures. You can schedule a meeting with him to discuss the latest trends in the IoT sector and understand how our leading research and services can help your business.
Topic:
What are the security and privacy considerations when managing IoT connectivity, and how do CMPs assist in enforcing security measures?
When:18th Sept 2023 | Monday
Time:04:30 pm – 05:30 pm GMT+2
Where:Titanic Chaussee, Berlin
Click here(or send us an email at contact@www.arena-ruc.com) to schedule a meeting with him.
About the Event:
At the Industry of Things World Europe more than 450 experts, decision-makers and providers from the industry will discuss use cases and business strategies from the Industry 4.0 universe. Latest technological trends, opportunities and risks as well as direct practical examples from the manufacturing industry – the Industry of Things World is designed to evaluate and discuss your technology strategy for a scalable, secure and efficient IIoT implementation around your production & your products. Don’t miss the opportunity to meet all relevant IIoT stakeholders under one roof. We look forward to welcoming you in Berlin! Your Industry of Things World Team.
Read more about the Industry of things World Europe.
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Navigating Permanent Roaming for IoT: Challenges and Solutions
- The growing IoT ecosystem has brought forth its own set of challenges. One such challenge is permanent roaming.
- While many countries allow permanent roaming without significant constraints, some big countries have implemented limitations on this practice.
- There are multiple ways to circumvent the problem of permanent roaming. These includeeSIM, Multi-IMSI, aggregator platforms, and dynamic network selection algorithms.
The Internet of Things (IoT) has revolutionized the way we interact with the world around us. From smart homes to industrial automation,IoTdevices are playing a pivotal role in enhancing efficiency and convenience. However, the growing IoT ecosystem has brought forth its own set of challenges. One such challenge is permanent roaming, a phenomenon that has gained significance due to the global nature ofIoTdeployments. In this blog, we will delve into the concept of permanent roaming for IoT, discuss the challenges it poses, and explore potential solutions.
Understanding permanent roaming for IoT
Permanent roaming in the context of IoT refers to the practice of utilizingcellularconnectivity across different geographical locations on a consistent basis. Unlike traditional mobile phones, which might roam temporarily when users travel, IoT devices often need to maintain connectivity across various regions for extended periods. This is a fundamental requirement for IoT devices used in logistics, remote monitoring,agricultureand other activities.
While many countries allow permanent roaming without significant constraints, some big countries have implemented limitations on this practice. The map below shows countries where permanent roaming is banned and those where local carriers have imposed restrictions.
Countries that prohibit permanent roaming includeIndia, China, Brazil, Saudi Arabia, Egypt, Nigeria, Turkiye (formerly Turkey), UAE and Singapore. Besides, mobile operators in the US, Canada and Australia have imposed restrictions on permanent roaming within theirnetworks, effectively imposing a ban on this practice in these countries. Remarkably, these 12 countries collectively cover more than 50% of the world’s population and account for well over three-quarters of the IoT market.
Challenges posed byrestrictions onpermanent roaming
物联网设备通常部署在全球scale, leading to a complex scenario where these devices are connected to multiple mobile network operators (MNOs) across different countries. Imagine an electric car company that markets its vehicles across various regions. In countries where permanent roaming is not allowed, the company must procure local connectivity. This situation presents a host of challenges that ripple through the operational landscape:
- Complex network management:Handling connections to multiple networks becomes really complex. Each network might have different prices, coverage areas and technical needs. The process of harmonizing such distinct facets is likely to be intricate and time-consuming.
- Dealing with many partners:The company needs to work with different network partners. This means making deals, managing money and ensuring good service quality across networks. Besides, multiple networks means multiple bills and contracts. All of these tasks together can become very complicated and hard to manage as this activity is not core to the business.
- Higher costs:Because of the rules against permanent roaming, the company has to pay more money to set up connections in each country. This extra cost can make things difficult and might affect how much the company can grow.
- Less flexibility:Without the ability to use permanent roaming, the devices might not work as well when they move between countries. This can be a problem for customers who expect a consistent experience.
- More planning needed:Since the company can’t rely on the same connection everywhere, it needs to plan ahead. This can slow things down and make expansion harder. There could be issues related to data sovereignty and compliance that may require additional planning.
Solutionsforpermanent roaming
There are multiple ways to circumvent the problems associated with permanent roaming. However, it is critical to select a managed service provider that has tie-ups with local MNOs/MVNOs. Alternatively, direct MNO relationships can be managed using aggregator connectivity management platforms.
eSIM (embedded SIM):eSIMtechnology is a game changer in the IoT landscape. It enables devices to have programmable SIM cards that can be remotely provisioned over the air. With eSIM, IoT devices can switch between different MNOs without requiring a physical SIM card replacement, thus simplifying the management of connectivity. UsingeSIM,可以在本地配置文件之间切换and multiple roaming profiles every 90 days to avoid permanent roaming. Many managed service providers have this workaround to avoid permanent roaming. The new IoT eSIM specifications will further simplify the provisioning and orchestration of connectivity.
Multi-IMSI (International Mobile Subscriber Identity):Multi-IMSI solutions allow a single physical SIM card to have multiple IMSIs from different MNOs. This enables the device to seamlessly switch between networks while maintaining a single SIM card. By intelligently selecting the optimal IMSI based on factors like network quality and cost, Multi-IMSI solutions optimize connectivity and reduce operational complexities. However, the managed service provider needs to have a local presence or tie-ups.
Aggregator platforms:Aggregator connectivity management platforms (CMPs) act as intermediaries between IoT device owners and various MNOs. These platforms offer a unified interface for managing connectivity, provisioning,billing, and reporting across multiple networks. By consolidating these tasks, aggregator platforms simplify the management of permanent roaming for IoT devices. A new set of aggregator CMPs like IOTM and ConnectedYou is targeting enterprises instead of carriers to solve the problem of managing multiple networks.
Some of the aggregator platforms offer Dynamic Network Selection Algorithms. Smart algorithms can be implemented in IoT devices to dynamically select the most suitable network based on parameters such as signal strength, latency and cost.
Conclusion
With the IoT landscape continuing to expand globally, the challenges associated with permanent roaming are becoming more pronounced. However, with the advent of innovative solutions such aseSIM, Multi-IMSI, aggregator platforms, and dynamic network selection algorithms, these challenges can be effectively mitigated. These solutions not only simplify the management of connectivity but also enhance cost-effectiveness and operational efficiency for IoT deployments. The key is to find the right managed services partner, which has a platform that enables easy management of connectivity.
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John Deere: Pioneering the Future with Agricultural IoT Technology
John Deere, based in Moline, Illinois, is one of the world’s leading manufacturers ofagriculturaland construction machinery. Over the years, John Deere has undergone a remarkable transformation, evolving into a technology-driven company that harnesses cutting-edge advancements like machine learning,cloudcomputing, and automation to optimize the performance of its agricultural and constructionmachinery. The company has earned a stellar reputation forinnovationand excellence, reaching net sales and revenue of $52.6 billion in 2022.
John Deere’s drive to innovate – a growing population and the need for more food resources
John Deere is trying to solve a major future problem. By 2050, the size of the world’s population will exceed 10 billion, increasing global food demand by around 50%. The company’s goal is to work towards a fully autonomous production system that will be capable of taking care of crops at the individual plant level, by giving each plant proper nutrients, water, soil and more. This would allow farmers to maximize both yield and production of crops.
John Deere had its first tech summit in Austin, Texas, at the beginning of April to showcase its latest agricultural and construction innovations andtechnologies. The analyst community was able to witness its latest See and Spray technology which enables farmers to pinpoint weeds usingcomputer视觉和机器学习瑞士并消除它们ftly. John Deere also demonstrated its new ExactShot technology that will enable farmers to plant seeds and fertilize only the area right around the seed, which will save up to 60% in fertilizer, thus reducing costs for the farmer while also significantly limiting the environmental harm. All these latest technologies rely on John Deere’s “tech stack” that the company has built over the years. From GPS to field mapping that allow tractors to drive in straight lines and even take turnsautonomously, to its connectivity anddigitaltwin solutions for remote monitoring.
John Deere’s long-term strategy – Leap Ambitions
In 2022, John Deere launched its Leap Ambitions Framework to unlock a $150-billion incremental opportunity and to measure its SmartIndustrialStrategy – focusing on combining smart technology innovation with the company’s legacy ofmanufacturingexcellence.
- To expandthe number of connected machines to 1.5 million by 2026, a significant increase from the 500,000 connected machines in 2022.
- Demonstrate viable low/no carbon alternative power solutions by 2026.
- Aim for 10% of total revenue to be recurring by 2030.
The company’sstrategyinvolves increasing the number of acres that are connected via John Deere Operation Center, an online farm management system (farms using this system are known as engaged acres), to 500 million by 2026 from 329 million in 2022, with 75% of engaged acressustainablyengaged by 2030. In terms of its equipment strategy, the company will also ensure that 100% of new small agriculturalequipment启用连接,提供吗electronicoptions, and deliver a fully autonomous battery-poweredelectricagricultural tractor by 2026. Lastly, John Deere’s construction and forestry segment will deliver 20+ electric and hybrid-electric product models and increase the adoption of various technologies by 2026.
Connectivityplays a major role in John Deere’s goals and the company still has an RFP out for a satellite provider that can provide it with 5Mbps download and upload speeds with under 500ms latency. This would be a fallback solution in areas where cellular connectivity is weak or has dead spots and is critical for the company to ensure as all of its autonomoussolutionsneed connectivity to run.
John Deere is a prominent player in the global tractor market. In fact, the company holds a leading position in the connected agriculture space.According to the latestConnected Agriculture trackerby Counterpoint Research, John Deere’s 40% shipment share was the largest in the connected tractors market as of the end of 2022.
Competitive advantages – Pushing in innovation connectivity and sustainability
John Deere’s competitive advantage rests on a foundation of innovation, connectivity and sustainability. The company’s rapidly growing connected machine portfolio, strong focus on automation and EVs, expanding electric product lineup, and an unparalleled dealer network make it a leader in an increasingly technology-driven agricultural landscape.
- Connected machine portfolio:53% of John Deere’s products can connect to the internet and the integration ofcellularconnectivity in 82% of these connected products propels farming into a new era of data-driven decision-making. This connected ecosystem enables real-time monitoring, remote diagnostics and predictive maintenance, ultimately boosting efficiency and productivity for farmers.
- Focusing on automation and EVs:Automationhas been a key driver for John Deere’s product portfolio, enabling farmers to be more efficient and to do more with fewer resources. It is also making electric-powered choices available for all the different types of equipment. From tractors to small agriculture and turf equipment, the company’s focus onelectrificationis a strategic move that not only aligns with environmental concerns but also anticipates future regulatory shifts and consumer preferences.
- Extensive dealer network and retrofit services:
John Deere’s vast network of over 2,000 dealer locations across the US and Canada solidifies its competitive edge. With separate dealer groups catering to agriculture and construction/forestry, the company ensures tailored expertise for each sector. Furthermore, John Deere’s commitment to retrofit services and product upgrades demonstrates the company’s dedication to maximizing the longevity and value of its equipment. The substantial contribution of retrofits and upgrades, amounting to 18% of total equipment sales in 2022, highlights the company’s innovative approach to customer satisfaction.
Partnerships continue to be a strong driver for John Deere’s success
Overall, John Deere is making strides to further agricultural technology in a very steady and strategic manner. The company has been making the right investments. It now has more than 3,400 engineers, and has acquired companies like Blue River and Spark AI, and most recently Smart Apply, to help scale its tech solutions.
Below, we have shared some of John Deere’s most notable partnerships and brand acquisitions, which all synch up strongly with the company’s overall product development and strategy over time:
Conclusion
John Deere’s strength lies in its ability to execute diligently as it is the market share leader in the agriculture space, moving the market along at a pace that is comfortable for most customers. We expect John Deere to continue education efforts through its upcoming tech summits or future CES-level type sponsorships as it tries to establish itself as a household name in the tech space. John Deere has ambitious plans, but it has a strong roadmap to deliver on its leap ambitions and strategy. The company’s partnerships and brand acquisitions through the years further emphasize its commitment to innovation and growth.
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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:
在过去,predominantl车辆连接y 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 providersmay bear the expenses related to the specific services 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.
