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pierredv : m2m   11

A Price War Coming for Satcom IoT? - NSR Nov 2018
"on the horizon are many competing IoT network deployments that promise to significantly lower the cost of hardware and airtime costs associated with IoT and to open new markets. Given these new cut-price alternatives, where does that leave existing M2M operators, which have a higher cost base and higher service price?"

"New competition in this space includes the rise of small satellite constellations for IoT (despite some questionable business cases), Low Power Wide Area (LPWA) networks, and 5G connectivity, which is just around the corner. These new smallsat operators and LPWA networks intend to offer ARPUs of $1 per month, or even just a few euros per year. Low prices are also available on the terrestrial side, with Unabiz also announcing offerings as low as $1 per year. Sigfox even demonstrated a 20 cent terminal, which could bring in a new large market of disposable devices and tracking packages."

"By comparison, Iridium’s commercial IoT service ARPU was an order of magnitude higher at $13 per month in 2017, compared to $18 in 2012, indicating a decline in ARPU. "

"Will mass price cuts be unveiled once smallsat IoT constellations and LPWA networks are fully rolled out? The short answer: No"

"Like-for-like ARPUs will remain significantly higher than smallsats and terrestrial competitors, but taking into account MoUs and dual mode connectivity, overall satcom ARPUs will be lower."
NSR  satellite  IoT  Sigfox  Iridium  M2M  Globalstar  Orbcomm 
november 2018 by pierredv
The ROI Challenge of IoT Smallsats - NSR, Oct 2018
"In the recently released M2M and IoT via Satellite, 9th Edition report, NSR projected over 3.7 million smallsat IoT in-service units by 2027; this will generate approx. $133 million in retail revenues during the same year, but it only represents an overall share of only 5% of total satellite M2M/IoT revenues. ARPUs will be low on smallsat IoT networks"

"To turn a profit on these small satellite constellations purely from IoT, millions of IoT devices will be required. On each constellation. With only several million connected devices to come online on smallsats over the coming decade, competition will be extremely fierce between the 15+ constellations for this purpose, with most either merging or never actually launching."

"Further, satellite renewals must be considered, as the average life span for these satellites is up to 3 years. Any launch failure would significantly impact latency and IoT performance. Nonetheless, NSR expects a few smallsat IoT constellations to reach positive ROIs within the next 10 years, assuming additional financing is available to maintain positive cash flow over the first few years of launch."

"Low data rates (a few bytes) per packet transferred are fine for now; however, this fails to consider the growth of data requirements coming from big data analysis. This results in additional levels of data that will be transmitted, despite more analysis being done at the ‘edge’ and not transmitted via satellite. This is where ‘bigsat’ constellations such as Iridium NEXT and Globalstar’s second generation network come into play."

Bottom line: "the ROI on comparatively low-cost CAPEX of smallsats is depressed by even lower ARPUs and end-user demand."
NSR  market-research  business  satellite  smallsats  IoT  M2M  investing  Kepler  Iridium  Globalstar 
october 2018 by pierredv
Insight-as-a-Service for Satellite Networks - NSR Sep 2018
"The terrestrial telecom industry is fast shifting towards 5G networks, with Software Defined Networks (SDN) and Network Functions Virtualization (NFV) forming key parts of major strategic efforts. This is seen in multiple market movements where organizations such as Verizon, AT&T and Ericsson have begun to shift towards adopting SDN/NFV approaches to manage increasingly complex networks. But what does this mean for satellite players, and how can they remain competitive?

With satellite operators beginning to unlock value behind pixels and bits, the industry is moving downstream towards a data-driven application business. Earth Observation (EO) and Machine-to-Machine (M2M) / Internet-of-Things (IoT) satcom stand at an inflection point. While most of the opportunity will remain in the application layer, a parallel story is emerging in the network layer as well."

"NSR’s Big Data Analytics via Satellite, 2nd Edition report establishes the revenue potential for satellite big data lies largely in the Transportation, Gov/Mil and Energy markets."

"A major driving force of this growth is the increasing complexity of networks."

"... in late 2017, SES used dynamic bandwidth allocation based on SDN principles on its O3b fleet."
NSR  satellite  5G  SDN  NFV  EO  remote-sensing  M2M  IoT  market-research  SES  O3b 
september 2018 by pierredv
M2M and IoT via Satellite, 9th Edition - NSR - Sep 2018
From press release in email 9/23, dd 9/25, "NSR Report: Smallsats to Accelerate M2M/IoT Satcom Market"

"NSR’s M2M and IoT via Satellite, 9th Edition report forecasts smallsat M2M/IoT constellations are set to propel market growth via low latency, low cost, albeit low ARPU, service. NSR’s first time forecast for this emerging smallsat market shows tremendous potential with 3.7 million M2M/IoT in-service units projected by 2027, representing 37% of overall satcom terminals."

"constellations such as Astrocast, Hiber, Kepler Communications and many more will target satcom M2M/IoT applications with ARPUs set to $1 per month or even lower"

"viability of new smallsat constellations in this market is more likely than their large LEO telecom counterparts due to much lower system CAPEX"
NSR  satellite  market-research  IoT  M2M  business 
september 2018 by pierredv
Editor’s Corner—CES recap: 5G steals some of the spotlight | FierceWireless
"the wireless industry has a lot more work ahead if it’s truly going to bring other industries into the 5G fold"

"5G, at least in my mind, will require far greater strides and tighter integration than ever before, and that’s going to require some innovative ways to get these other folks into the discussion"

"The industry must come together and make sure 5G provides valuable and unique opportunities for industries."

"I wouldn’t be surprised if the next big 5G panels include not only wireless companies but also their partners in other industries to show just how great an impact 5G is having on them. But until the industry builds some serious bridges with these other industries, it’s still just going to be a dog and pony show. If there’s anything that could go wrong with 5G, it might be the failure to bring these other industries fully on board."
FierceWireless  Monica-Alleven  5G  ETSI  3GPP  IoT  M2M 
january 2018 by pierredv
Providing spectrum to support machine-to-machine communications - ECC Newsletter December 2017
"In a special edition of the ECC newsletter in April 2016, we reported on the outcome of a CEPT workshop to determine spectrum, numbering and harmonisation needs for M2M. ... So, what are the recent developments in these and other areas?"

= Harmonisation of dedicated spectrum for M2M
= M2M in dedicated land mobile networks
= Opportunities for mobile cellular networks to support M2M
= Satellite connectivity for M2M
ERO  ECC  ECO  News  M2M  IoT  400MHz  satellite 
december 2017 by pierredv
12 Wireless Options for IoT/M2M: Diversity or Dilemma? | IoT content from Electronic Design
via Dale Hatfield
"A plethora of standards populate the wireless-communications field, all offering unique twists to fit specific connection needs."
IoT  M2M  802.15.4  ZigBee  LTE  Weightless  Bluetooth  Wi-Fi  SigFox 
june 2016 by pierredv
Jury still out on reserving 2 x 3 MHz for M2M in 700 MHz band - PolicyTracker Feb 2015
"At a September 2014 meeting of an ECC (Electronic Communications Committee) sub-group that is trying to forge consensus on a future 700 MHz band plan, Ofcom submitted a proposal that sets out the rationale behind the initiative. According to the proposal, the downlink channel will be located in an accidentally occurring 3 MHz gap between the downlink channels in the 700 MHz, and 800 MHz bands (788–791 MHz). The uplink channel could be located in the 700 MHz band's large centre gap (733–736 MHz). . . Alternatively, the uplink channel could be located in the 800 MHz centre gap (829–832 MHz)."
ECC  IoT  M2M  LTE  700MHz  800MHz  Europe  Ofcom  Neul  Qualcomm  Ericsson  Nokia  PolicyTracker 
february 2015 by pierredv
Infrastructure vendors battle over cellular Internet of Things standard - Aug 2014
"Leading public mobile network operators want to enter the Internet of Things (IoT) market, but they vehemently disagree over how this can be done. Nokia Networks and Ericsson argue that the IoT can be accommodated by LTE's evolving standards, whereas Huawei and Neul insist that a “clean-slate” approach would be more appropriate."
IoT  M2M  LTE  3GPP  LTE-M  Neul  Huawei  Ericsson  Nokia 
august 2014 by pierredv
Analyst Angle: The M2M sector is bigger than you thinkMobile Technology | Wireless Broadband | Wireless Carriers | RCR U.S. Wireless News Feb 2013
"If you think M2M is big, but you haven’t even considered all the vertical projects that are already underway, you’re only seeing the part of the iceberg that’s out of the water. And you’ll miss the biggest opportunities. Historically, when a technology emerges, it starts first in verticals that can use positive return on investment to justify the expensive “early adopter” investment. But when prices drop and technology matures, it hits the inflexion point, produces scale economies and mass market solutions are born. "
trends  wireless  M2M  rcrwireless  commerce 
february 2013 by pierredv
Growth in the M2M market will have long-lasting mobile network effects - Newsletter – Communiqué - News | Analysys Mason
One of the key concerns is that most services are deploying 2G only, which may constrain the ability of operators to migrate to 3G and 4G since embedded devices typically have very long life cycles
wireless  commerce  cellular  M2M  AnalysysMason 
february 2011 by pierredv

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