世界のM2M／IoT通信市場　第11版

Berg Insight（ベルグインサイト）「世界のM2M／IoT通信市場　第11版） – The Global M2M/IoT Communications Market – 11th Edition」はM2M/IoT市場を世界および世界の主要地域毎に調査・分析し、最新情報、関連市場データ、2030年までの市場予測などを提供します。

当レポートの特長

• セルラーIoT通信のエコシステムを多角的に調査
• IoTネットワーキング向け5GおよびLPWA規格採用の最新情報
• 上位モバイル事業者のIoT戦略レビュー
• 世界の産業動向サマリー
• 世界の上位モバイル事業者向けIoT事業KPI
• 世界のセルラーIoT加入者の統計データ
• 2030年までの世界および主要地域別市場予測

主な掲載内容

• モノのインターネット（IoT）向けWAN
  • セルラー技術の3GPPファミリー
  • LPWAと衛星技術
  • IoT接続管理プラットフォームとeSIMソリューション
  • 世界のカバー状況とアライアンス
• 欧州
  • 欧州の市場動向
  • モバイル事業者
  • IoTマネージドサービス提供企業
  • LPWAネットワーク
    • LoRaネットワーク
    • SigFoxとネットワークパートナー
• 南北アメリカ
  • 地域別市場動向
    • 米国とカナダ
    • ブラジル
    • その他のラテンアメリカ
  • モバイル事業者
  • IoTマネージドサービス提供企業
  • LPWAネットワーク
    • LoRaネットワーク
    • SigFoxとネットワークパートナー
• アジア太平洋地域
  • アジア太平洋地域の市場動向
    • 中国
    • インド
    • 日本と韓国
    • オーストラリアとニュージーランド
    • 東南アジア
  • モバイル事業者
  • IoTマネージドサービス提供企業
  • LPWAネットワーク
    • LoRaネットワーク
    • SigFoxネットワーク
• 中東＆アフリカ
  • 中東＆アフリカの市場動向
    • 中東
    • アフリカ
  • モバイル事業者
  • IoTマネージドサービス提供企業
  • LPWAネットワーク
    • LoRaネットワーク
    • SigFoxネットワーク
• 衛星IoT通信
  • 衛星IoTネットワーク概説
  • 市場分析
  • 衛星IoT事業者の市場シェア
  • 欧州の衛星事業者
  • 北米の衛星事業者
  • 中国の衛星事業者
  • その他の地域の衛星事業者
• 市場予測と動向
  • 業界動向
  • 地域別市場
  • 垂直市場
  • 技術動向

Report Overview

The Global M2M/IoT Communications Market analyses the latest trends and developments in cellular IoT and low power wireless networking. This strategic research report from Berg Insight provides you with 260 pages of unique business intelligence including 5-year industry forecasts and expert commentary on which to base your business decisions.

Berg Insight estimates that the global number of cellular IoT subscribers increased by 11 percent during 2025 to reach 4.2 billion at the end of the year. Until 2030, the number of cellular IoT subscribers is forecasted to grow at a compound annual growth rate (CAGR) of 9.3 percent to reach 6.5 billion at the end of the period. This report covers in-depth the mobile operator perspective on the global M2M/IoT communications market. Get up to date with the latest trends from all main regions and vertical markets with this unique 260-page report.

Global cellular IoT connections reached 4.2 billion in 2025

Berg Insight estimates that the global number of cellular IoT connections increased by 11 percent during 2025 to reach 4.2 billion at the end of the year – corresponding to around 32 percent of all mobile subscriptions. Until 2030, the number of cellular IoT connections is forecasted to grow at a compound annual growth rate (CAGR) of 9.3 percent to reach 6.5 billion at the end of the period. During the same period, cellular IoT connectivity revenues are forecasted to grow at a CAGR of 8.1 percent from € 14.5 billion in 2025 to approximately € 21.5 billion in 2030. Meanwhile the monthly ARPU is expected to drop from € 0.31 to € 0.28.

China is the world’s largest market for cellular IoT connectivity services by volume. According to data from the national telecom regulator, the installed base in the country grew by 5 percent year-on-year to reach 2.9 billion IoT connections at the end of 2025. This corresponded to about 70 percent of the global installed base. Berg Insight believes that the role of the Chinese government is the main explanation for why China is ahead of the rest of the world in the adoption of IoT. Authorities actively endorse large-scale IoT deployments as a method for addressing problems affecting the society, whether it is crime, fire safety, energy conservation or traffic management. The private sector is directed and encouraged to do the same.

North America and Western Europe ranks as the second and third largest markets for IoT connectivity with 321 million and 313 million IoT connections respectively at the end of 2025. In contrast to China, developments in these regions are largely driven by commercial interests. The connected car is currently one of the strongest trends with more than 90 percent of new cars sold featuring embedded cellular connectivity in the regions. Other key application areas are fleet management of commercial vehicles, smart utility metering and monitored alarm systems. South Asia, Latin America and Central & Eastern Europe had in the range of 93–142 million IoT connections, while Middle East, Africa and Southeast Asia had between 41–53 million. Australia & Oceania was the smallest region with approximately 22 million IoT connections.

China Mobile is the world’s largest provider of cellular IoT connectivity services. At the end of 2025, the operator reported 1.48 billion cellular IoT connections and a year-on-year growth rate of 5 percent. China Telecom and China Unicom ranked second and third with 746 million and 723 million connections respectively. Vodafone ranked first among the Western operators and fourth overall with 234 million connections, followed by AT&T with 160 million in fifth place. Airtel in India recorded the highest yearly growth rate, with IoT connections increasing to 69 million. Verizon and Deutsche Telekom had in the range of 62–69 million cellular IoT connections each. Telefónica and KDDI Orange were the last players in the top ten with about 59 million and 58 million connections respectively. The installed bases of the largest IoT connectivity providers grew at a rate of 5–115 percent annually.

IoT managed service providers play a key role in the ecosystem with a combined installed base of more than 250 million cellular IoT connections. While the distinction between mobile operators’ IoT businesses and IoT managed service providers is becoming less clear, the latter benefit their network-agnostic positioning and ability to aggregate multiple mobile networks through roaming agreements, sponsored IMSIs and eSIM profiles. Due to the nature of their business, the players are becoming increasingly international, supporting customers in many parts of the world. Important players in this category include 1GLOBAL, 1NCE, 1oT, Aeris, Airnity, BICS, CSL Group, Cubic3, emnify, Eseye, floLIVE, Giesecke+Devrient, Hologram, Kajeet, KORE, Lenovo Connect, Monogoto, Onomondo, Pelion, Semtech, Soracom, Tata Communications, Teal, Telit Cinterion, Velos IoT and Wireless Logic.

IoT connectivity revenues are growing at a slower rate than the number of connections. Berg Insight estimates that global IoT connectivity revenues increased by 5 percent during 2025, while the monthly ARPU dropped by 7 percent. IoT connectivity revenues accounted for 1–4 percent of service revenues for the largest mobile operator groups. As the value in IoT lies in value-added services rather than connectivity, IoT connectivity service providers increasingly focus on boosting their IoT portfolios by adding cloud services, security capabilities and devices on top of their connectivity offering to capture a larger share of the market.

Highlights from the report

• 360-degree overview of the cellular IoT communications ecosystem.
• Update on the adoption of 5G and LPWA standards for IoT networking.
• Reviews of the IoT strategies of the leading IoT connectivity providers.
• Summary of industry trends in all world regions.
• IoT business KPIs for leading global mobile operators.
• Statistical data on cellular IoT connections in all world regions.
• Extensive global and regional market forecasts lasting until 2030.

Table of Contents

Executive Summary

1 Wide Area Networks for the Internet of Things

1.1 3GPP family of cellular technologies
1.1.1 3GPP Release 13 (2016) – Introducing LTE-M and NB-IoT
1.1.2 3GPP Release 14 (2017) – IoT enhancements and C-V2X
1.1.3 3GPP Release 15 (2019) – The first phase of 5G specifications
1.1.4 3GPP Release 16 (2020) – URLLC and 5G NR C-V2X
1.1.5 3GPP Release 17 (2022) – RedCap and NTN communications
1.1.6 3GPP Release 18 (2024) – The first 5G-Advanced specifications and eRedCap
1.1.7 3GPP Release 19 (2025) – Ambient IoT as a new low-power cellular IoT class
1.1.8 Network footprint
1.1.9 2G/3G mobile networks
1.1.10 4G mobile networks
1.1.11 4G/5G mobile IoT networks (LTE-M and NB-IoT)
1.1.12 5G mobile networks
1.2 LPWA and satellite technologies
1.2.1 LoRa
1.2.2 Sigfox
1.2.3 Satellite networks
1.3 IoT connectivity management platforms and eSIM solutions
1.3.1 IoT connectivity management platforms
1.3.2 SIM and eSIM solutions
1.4 International coverage and alliances
1.4.1 Roaming and international coverage
1.4.2 Mobile operator alliances

2 Europe

2.1 Regional market trends
2.1.1 Western Europe
2.1.2 Central and Eastern Europe
2.2 Mobile operators
2.2.1 A1 Telekom Austria
2.2.2 Altice Group
2.2.3 Bouygues Telecom
2.2.4 BT Group
2.2.5 CK Hutchison Group Telecom
2.2.6 Deutsche Telekom
2.2.7 KPN
2.2.8 OV (Manx Telecom)
2.2.9 MegaFon
2.2.10 MTS
2.2.11 Orange
2.2.12 DEEP (POST Luxembourg)
2.2.13 Proximus
2.2.14 Tele2
2.2.15 Telecom Italia
2.2.16 Telefónica
2.2.17 Telenor
2.2.18 Telia Company
2.2.19 Vodafone
2.3 IoT managed service providers
2.3.1 1GLOBAL
2.3.2 1NCE
2.3.3 1oT
2.3.4 Airnity
2.3.5 BICS
2.3.6 Com4 (Wireless Logic)
2.3.7 CSL Group
2.3.8 Cubic3
2.3.9 emnify
2.3.10 Eseye
2.3.11 floLIVE
2.3.12 Freeeway
2.3.13 Giesecke+Devrient
2.3.14 iBASIS
2.3.15 Onomondo
2.3.16 Pelion
2.3.17 Velos IoT
2.3.18 Wireless Logic
2.4 LPWA networks
2.4.1 LoRa networks
2.4.2 Sigfox and network partners

3 The Americas

3.1 Regional market trends
3.1.1 United States and Canada
3.1.2 Brazil
3.1.3 Rest of Latin America
3.2 Mobile operators
3.2.1 AT&T
3.2.2 Bell
3.2.3 Verizon
3.2.4 T-Mobile USA
3.2.5 Rogers Communications
3.2.6 TELUS
3.2.7 América Móvil
3.2.8 Vivo (Telefónica Brasil)
3.2.9 Other mobile operators in Latin America
3.3 IoT managed service providers
3.3.1 Aeris
3.3.2 Hologram
3.3.3 Kajeet
3.3.4 KORE Wireless
3.3.5 Monogoto
3.3.6 Semtech
3.3.7 Simplex Wireless
3.3.8 Teal
3.3.9 Telit Cinterion
3.4 LPWA networks
3.4.1 LoRa networks
3.4.2 Sigfox and network partners

4 Asia-Pacific

4.1 Regional market trends
4.1.1 China
4.1.2 India
4.1.3 Japan and South Korea
4.1.4 Australia and New Zealand
4.1.5 Southeast Asia
4.2 Mobile operators
4.2.1 China Mobile
4.2.2 China Unicom
4.2.3 China Telecom
4.2.4 KDDI
4.2.5 KT
4.2.6 NTT
4.2.7 Singtel
4.2.8 SK Telecom
4.2.9 SoftBank
4.2.10 Telstra
4.2.11 Vodafone Idea
4.3 IoT managed service providers
4.3.1 Lenovo Connect
4.3.2 Plintron
4.3.3 Quectel
4.3.4 Soracom
4.3.5 Tata Communications
4.4 LPWA networks
4.4.1 LoRa networks
4.4.2 Sigfox networks

5 Middle East & Africa

5.1 Regional market trends
5.1.1 Middle East
5.1.2 Africa
5.2 Mobile operators
5.2.1 e&
5.2.2 MTN
5.2.3 Ooredoo
5.2.4 Turkcell
5.2.5 Vodacom
5.2.6 Zain
5.3 IoT managed service providers
5.3.1 SIMcontrol
5.4 LPWA networks
5.4.1 LoRa networks
5.4.2 Sigfox networks

6 Satellite IoT Communications

6.1 Introduction to satellite IoT networks
6.2 Market analysis
6.3 Satellite IoT operator market shares
6.4 European satellite operators
6.4.1 Astrocast
6.4.2 Kineis
6.4.3 Lacuna Space
6.4.4 OQ Technology
6.4.5 Sateliot
6.4.6 SES
6.4.7 Additional satellite connectivity providers
6.5 North American satellite operators
6.5.1 Globalstar
6.5.2 Iridium
6.5.3 Ligado Networks
6.5.4 Lynk
6.5.5 Orbcomm
6.5.6 Skylo
6.5.7 Starlink (SpaceX)
6.5.8 Viasat
6.5.9 Additional satellite connectivity providers
6.6 Chinese satellite operators
6.6.1 Commsat
6.6.2 Galaxy Space
6.6.3 Guowang
6.6.4 Head Aerospace
6.6.5 Honghu-3
6.6.6 Qianfan
6.6.7 Additional satellite connectivity providers
6.7 Rest of World satellite operators
6.7.1 Innova Space
6.7.2 Myriota
6.7.3 Plan-S
6.7.4 Thuraya (Space42)
6.7.5 Additional satellite connectivity providers

7 Market Forecasts and Trends

7.1 Industry trends
7.1.1 Top ten connectivity providers manage 3.7 billion cellular IoT connections
7.1.2 IoT connectivity revenues continue to grow slower than connections
7.1.3 IoT managed service providers connect 250+ million cellular devices
7.1.4 The international connectivity segment is evolving
7.1.5 eSIMs and fragmentation of CMPs drive the need for orchestration capabilities
7.1.6 IoT MVNOs are driving consolidation in the IoT connectivity market
7.1.7 SGP.32 disaggregates the IoT connectivity value chain
7.1.8 Satellite IoT players leverage mobile operators and MVNOs as sales channel
7.1.9 New entrants disrupt distribution channels
7.2 Geographic markets
7.2.1 Global market summary
7.2.2 Europe
7.2.3 North America
7.2.4 Latin America
7.2.5 Asia-Pacific
7.2.6 Middle East & Africa
7.3 Vertical markets
7.3.1 Connected cars on the rise
7.3.2 Data consumption of connected cars will grow significantly
7.3.3 Motor-powered two-wheeler telematics adoption picks up speed
7.3.4 Telematics giants increasingly dominate the fleet management industry
7.3.5 The opportunity to create smarter and safer cities
7.3.6 Smart metering turns to new LPWA options for deployments in the 2020s
7.3.7 Asset tracking to drive the second wave of LPWA deployments
7.3.8 Connected healthcare reaches the masses
7.3.9 Steady uptake of cellular connectivity in the POS terminal market
7.3.10 Home energy and EV charging solutions to become new volume segments
7.4 Technology trends
7.4.1 Cellular technologies dominate wireless IoT
7.4.2 IoT CMPs move towards AI-assisted operations
7.4.3 NB-IoT uptake is growing on a project-by-project basis
7.4.4 RedCap will accelerate the adoption of 5G in IoT
7.4.5 Distributed core networks facilitate global IoT connectivity services
7.4.6 The SGP.32 specification will lower the barriers for eSIM adoption in IoT

Glossary

List of Figures

Figure 1.1: Comparison of LTE Cat-1, LTE Cat-1 bis, LTE-M and NB-IoT specifications ……. 5
Figure 1.2: Comparison of RedCap and eRedCap specifications ……………… 5
Figure 1.3: Technology positioning of RedCap in relation to eMBB, URLLC and mMTC …… 8
Figure 1.4: LoRaWAN network architecture ………………………… 13
Figure 1.5: Select Sigfox network operators by country ………………….. 15
Figure 1.6: MSS operator data services and coverage …………………… 17
Figure 1.7: IoT connectivity management platform by mobile operator (Q4-2025) ……… 19
Figure 1.8: Overview of SIM form factors ………………………….. 20
Figure 1.9: Comparison between traditional SIM and eUICC lifecycle models ………. 21
Figure 1.10: Mobile operator M2M/IoT alliances (Q2-2026) ………………… 24
Figure 2.1: Europe cellular IoT connectivity market data (Q4-2025) ……………. 28
Figure 2.2: Western Europe cellular IoT connectivity market data (Q2-2025) ………… 30
Figure 2.3: Germany cellular IoT connectivity market data (2021–2025) …………. 31
Figure 2.4: Italy cellular IoT connectivity market data (2020–2025) …………….. 31
Figure 2.5: UK & Ireland cellular IoT connectivity market data (2021–2025) ………… 32
Figure 2.6: France cellular IoT connectivity market data (2021–2025) …………… 33
Figure 2.7: Spain & Portugal cellular IoT connectivity market data (2021–2025) ……… 33
Figure 2.8: Benelux cellular IoT market connectivity data (2021–2025) …………… 34
Figure 2.9: Nordics cellular IoT market connectivity data (2021–2025) …………… 35
Figure 2.10: Sweden cellular IoT data traffic and revenues (2022–2025)…………. 35
Figure 2.11: Central & Eastern Europe cellular IoT connectivity market data (Q2-2025) ….. 36
Figure 2.12: Russia cellular IoT market data (2021–2025) ………………… 37
Figure 2.13: Overview of A1 Digital’s IoT connectivity offering ………………. 39
Figure 2.14: A1 Digital’s IoT portfolio ……………………………. 40
Figure 2.15: Objenious’ GetWay platform …………………………. 41
Figure 2.16: T IoT Hub platform integrations ………………………… 45
Figure 2.17: Orange cellular IoT connections by country (2021–2025) …………… 51
Figure 2.18: Telefónica cellular IoT connections by country (2020–2025) …………. 59
Figure 2.19: Financial data for Telenor Connexion (2022–2025) ……………… 61
Figure 2.20: Telenor IoT’s IoT Complete solution ……………………… 63
Figure 2.21: Telia Company IoT subscribers by country (2021–2025) …………… 65
Figure 2.22: IoT managed service providers in Europe by installed base (Q4-2025) …… 69
Figure 2.23: Overview of emnify’s IoT dashboard …………………….. 80
Figure 2.24: Eseye’s SMARTconnect solution ………………………. 82
Figure 2.25: Eseye’s Infinity IoT Connectivity Management Platform ……………. 83
Figure 2.26: The floCONTROL dashboard ………………………… 85
Figure 2.27: Overview of Wireless Logic’s IoT connectivity offering …………….. 92
Figure 2.28: Public LoRaWAN network operators in Europe (Q2-2026) ………….. 94
Figure 2.29: Sigfox network operators in Europe (Q2-2026) …………………. 96
Figure 3.1: The Americas cellular IoT connectivity market data (Q4-2025) ………… 98
Figure 3.2: US cellular IoT connectivity market data (2021–2025) …………….. 99
Figure 3.3: Brazil cellular IoT market connectivity data (2021–2025) …………… 100
Figure 3.4: Estimated number of IoT subscribers in Latin America ex. Brazil (2025) ……. 101
Figure 3.5: IoT managed service providers in North America by installed base (2025)….. 111
Figure 3.6: Semtech’s Carrier+ offering …………………………. 118
Figure 3.7: Public LoRaWAN network operators in the Americas (Q2-2026) ……….. 122
Figure 3.8: Amazon Sidewalk network coverage …………………….. 122
Figure 3.9: Sigfox network operators in the Americas (Q2-2026) …………….. 123
Figure 4.1: Asia-Pacific cellular IoT connectivity market data (Q4-2025) …………. 126
Figure 4.2: China cellular IoT connectivity market data (2021–2025) …………… 127
Figure 4.3: India cellular IoT connectivity market data (2023–2025) ……………. 129
Figure 4.4: Japan cellular IoT connectivity market data (2021–2025) ……………. 130
Figure 4.5: South Korea cellular IoT connectivity data (2021–2025) ……………. 130
Figure 4.6: Cellular IoT subscribers by application category (South Korea, 2025) …….. 131
Figure 4.7: China Mobile IoT business KPIs (2021–2025) …………………. 133
Figure 4.8: Telstra IoT business KPIs (2020–2025) …………………… 146
Figure 4.9: IoT managed service providers in Asia-Pacific by installed base (2025) ……. 147
Figure 4.10: Soracom’s product portfolio …………………………. 151
Figure 4.11: Public LoRaWAN network operators in Asia-Pacific (Q2-2026) ………… 154
Figure 4.12: Sigfox network operators in Asia-Pacific (Q2-2026) …………….. 155
Figure 5.1: Middle East IoT connectivity market data (Q2-2025) …………….. 158
Figure 5.2: Africa cellular IoT connectivity market data (Q2-2025) …………….. 159
Figure 5.3: Vodacom IoT business KPIs (FY2022–FY2026) ………………… 165
Figure 5.4: Public LoRaWAN network operators in Middle East & Africa (Q2-2026) …… 167
Figure 5.5: Sigfox network operators in Middle East & Africa (Q2-2026) …………. 168
Figure 6.1: The main satellite orbits ……………………………. 172
Figure 6.2: Satellite frequency bands …………………………… 173
Figure 6.3: Latency for satellite networks …………………………. 174
Figure 6.4: Satellite network operators by IoT subscriber base (Q4-2025) ………… 178
Figure 6.5: Connecta IoT Network Modem …………………………. 209
Figure 7.1: Top-10 connectivity providers by IoT connections (World 2025) ……….. 214
Figure 7.2: Top-10 connectivity providers by IoT connectivity revenues (World 2025) ….. 215
Figure 7.3: Top 10 IoT managed service providers by IoT connections (Q4-2025) ……. 217
Figure 7.4: Merger & acquisition activity in the IoT connectivity market (2021–2026) ……. 220
Figure 7.5: Announced satellite IoT partnerships ……………………… 223
Figure 7.6: Key regional markets for cellular IoT (Q4-2025) ………………… 224
Figure 7.7: Cellular IoT connections forecast, by region (World 2024–2030) ………. 225
Figure 7.8: Cellular IoT connectivity revenue forecast, by region (World 2024–2030) ……. 226
Figure 7.9: Cellular IoT connections forecast, by vertical (Europe 2024–2030) ……… 228
Figure 7.10: Cellular IoT connectivity revenue forecast, by vertical (Europe 2024–2030) … 229
Figure 7.11: Cellular IoT connections forecast, by vertical (NA 2024–2030) ………… 230
Figure 7.12: Cellular IoT connectivity revenue forecast, by vertical (NA 2024–2030) …… 231
Figure 7.13: Cellular IoT connections forecast, by vertical (LATAM 2024–2030) ……… 232
Figure 7.14: Cellular IoT connectivity revenue forecast, by vertical (LATAM 2024–2030) …. 233
Figure 7.15: Cellular IoT connections forecast, by vertical (APAC 2024–2030) ……… 234
Figure 7.16: Cellular IoT connectivity revenue forecast, by vertical (APAC 2024–2030) …. 235
Figure 7.17: Cellular IoT connections forecast, by vertical (MEA 2024–2030) ……… 236
Figure 7.18: Cellular IoT connectivity revenue forecast, by vertical (MEA 2024–2030) …… 237
Figure 7.19: Cellular IoT connections forecast, by vertical (World 2024–2030) ……… 238
Figure 7.20: Cellular IoT connectivity revenue forecast, by vertical (World 2024–2030) …. 238
Figure 7.21: Top five cellular IoT connectivity providers for connected cars (Q4-2025) …. 239
Figure 7.22: Average annual data consumption per connected car (World 2024–2030) ….. 240
Figure 7.23: Top 25 international providers of fleet management solutions (Q4-2024) ….. 242
Figure 7.24: Cellular IoT connections by network technology (World 2024–2030) …….. 250
Figure 7.25: Non-cellular IoT connections by technology (World 2024–2030) ………. 251
Figure 7.26: Cost comparison between high-speed 4G LTE modules and 5G modules ….. 253
Figure 7.27: eSIM IoT connections (World 2024–2030)…………………. 255

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