LoRa® - A Market Dynamics Report

LoRa® - A Market Dynamics Report

On World, Date of Publication: Nov 10, 2017, 116 Pages
US$2,999.00
OW4580

 With a thriving global ecosystem and 10,000s of networks worldwide, LoRa® has captured a significant slice of Internet of Things markets.

LoRa’s chirp spread spectrum advantages, deep building penetration, open source networking and suitability for private and public networks has drawn thousands of developers and the world’s largest network operators. The LoRa Alliance has grown to over 500 members in just two years and new breakthroughs such as LoRa backscatter using 1000X less power with 10 cent sensing devices transmitting up to 1 kilometer may soon make the promise of billions of IoT devices a reality.

Standards based LoRaWAN networks are rolling out worldwide. Complete coverage of nearly all EU countries is completed or underway and most major network operators including Bouygues, Orange, KPN, Proximus and Swisscom are deploying LoRa gateways in thousands of towers, driving new roaming standards, leveraging unlicensed spectrum and aggressively targeting enterprises. In Asia, SK Telecom has one of the first commercial public LoRa networks and SoftBank (ARM) with partner Actility is deploying LoRa services in Japan. Public LoRa networks will soon cover North America as Comcast’s machineQ service is aggressively expanding to 20 major US cities.

While much of the focus is on public networks, private networks are an essential component of the LoRa ecosystem. By 2022, private LoRa networks will make up two-thirds.

ON World research group has been covering wireless sensor networks (WSN) for 15 years and the low power wide area (LPWA) network ecosystem has many parallels to how local area IoT technologies such as Zigbee, Z-Wave, WiFi and Bluetooth found their niches. The forecasts in this report uses analysis and data modeling from our research over the past decade. This report provides insight into that analysis as well as perspectives from 200+ stakeholders about future and current LoRa market segment growth, applications, pricing, threats and opportunities.

Primary Research:

Suppliers, Platforms, Network Operators & Industry Alliances

A few of the companies we interviewed/surveyed/analyzed for this report include the following:

ABB
3GPP
Actility
Adaptive Wireless
Adeunis RF
Advantech B+B SmartWorx
Altair
Ambient Systems
AMIHO
Applied Risk
Apprion
Arkema
ARM Holdings
Arrayent
ASSA ABLOY
ATIM
Auto Assembly
Automatic Controls Company
Automotion Components (ACI)
Axible
Azimut
BASF
Beep Networks
Behrends
Bosch
Cambridge Consultants
CAP-XX
Carbon Controls
Carollo Engineers
Carriots
CDS Wireless
Cisco Systems
Civic Smart
Cobject
Codit
Comcast
Compology
Connit
Connode
Cortexo
Craft ai
Cumulocity
DB360 Consulting
DestinHaus
Dow Chemical
Dräger
Drust
DSN Australia
Dynamic Recycling
Eaton
EcoThought
eHealth Research
Electrochem
Eltav
Embeblue
Emberlight
Emerson
Endetec Homerider Systems
Endress+Hauser
Eneida
Enerwave Automation
Enevo
Engenius Micro
Engie
EnOcean
Epcos
Ericsson
E-Senza
Essence Group
ETRI
EVVOS
Fiox & Dole
Flashnet
Flexous
Gemalto
General Electric
Google
Grid Connect
GridSense
GSMA
HidnSeek
Hitachi
Homerider Systems
Honeywell
Iberdrola
IBM
Idosens
IDT
IMST
Industrial Automation Networks
Infosys
Ingenu
Inkoel
INSTA
Intelli-Vision
Intent Technologies
InterDigital
Intesens
Invisible Systems
IoTA
Itron
Johnson Controls
Kapsch
KB Intelligence
Kerlink
Keyence
Kinney Consulting
KLATU Networks
Laird Technologies
Landis+Gyr
Libelium
Linear
Link Labs
LoRa Alliance
Loriot
Lucerne University
Lukoil
Lumenus
M2M Spectrum
Maddalena
Mars Air Systems

Marsh Group
Martech International
mcThings
MEMSIC
Mesh Systems
Metso
Microchip
Microsemi
Microsoft
MIT
MITRE
MultiTech Systems
Munisense
Murata Wireless
National Instruments
NEMEUS
Nexcom
NKE Watteco
Novelis
NRG Systems
Oceasoft
OleumTech
Omnimetrix
ON Semiconductor
OrbiWise
Origin Energy
OSRAM
Pacific Controls
Pacific Environment
Parr Instrument Company
Pepperl+Fuchs
Permasense Ltd
Perpetua Power
Pervasive Displays
Phoenix Contact
Powerdale
Procter & Gamble
PTC/ThingWorx
Qowisio
Quantified Ag
Radiocrafts
Redwood RF
relayr
Rockwell
Rotork
RTLS
RTX
Safeport
SafePort
Sagemcom
Samsung
Sandia National Laboratories
Sayme
Scanimetrics
Schneider Electric
Seaco Team
Semtech
Sencorables
SENET
Senso Wave
Sensolus
Sensorware Systems
Sensys Networks
Shenyang Institute of Automation
Shift Thinking
Sidus Solutions
Siemens
Sierra Wireless
Sigfox
Silicon Labs
Silver Spring Networks
SiTune Corporation
Skyworks
SK Telecom
Smart Parking
SmartSensor Labs
Spartan Controls
Softdel
Spartan Controls
SRETT
Stone Technologies
Stream Technologies
Superior Controls
SVS Consultants
Swisscom
Tadiran
TDK Corporation
Ted D. Miller Associates
Telecom Design
Telematics Wireless
Telensa
Telit Wireless
Texas Instruments
The Button Corporation
The Things Network
Thinxtra
Ticatag
Traqueur
Tridonic
Trilliant
TÜV Rheinland
u-Blox
Unigrid Solutions
University of Brescia
University of Northern Iowa
University of Texas
Urbiotica
Vigilent
Virtual Power Solutions
WAVIoT
WaveIPT
Weenat
Western Engineering
WellAware
Wiseconn
Worldsensing
Wulian
Xylemic
Yokogawa
Zedi
ZTE

 

Table of Contents

Executive Summary
Report Scope & Methodology

The LPWAN Ecosystem

Market Trends & Drivers
Cloud Infrastructure
Low Power, Long Range Radios
Cable Operators Choose LoRaWAN
Geographical Differences
The Value System
Component Suppliers
IoT Cloud Platforms
Network Operator
The IoT Market Opportunity
Market Segmentation

LPWAN Solutions & Competitors
Utilities
Smart Metering
Smart Water Networks
Smart Cities
Streetlight Monitoring
Parking & Traffic Management
Waste Management
Structural Monitoring
Environmental Monitoring
Industrial & Logistics
Smart Tags & Asset Tracking
Smart Buildings
Enterprise Services
Smart Buttons
Wearables, Healthcare & Others

Industrial IoT Survey Results
Respondent Overview

Wireless Sensor Networks
Respondent Overview
Most Important Features
Satisfaction with Current WSN Systems
Future WSN Applications
Adoption Inhibitors
Innovation Areas
Strategic Investments
IoT Platforms Used
Comments

Low Power Wide Area Networks (LPWAN)
LPWAN Awareness
LPWAN Applications
Product Development
LPWAN Channels
Market Impact
LPWAN Disruption
Future Projections
Surveyed Organizations

Technology Dynamics
Summary
LoRa(WAN)
Cellular IoT
Other Alternatives

Network Simulations
Simulation Focus
Range
Network Test 1: LPWAN Radios
Enterprise Network Tests
Network Test 2: Sigfox (US) - Room Occupancy
Network Test 3: Sigfox (EU) - Room Occupancy
Results
Network Test 4: LoRa (No ACK) - Room Occupancy
Network Test 5: LoRa (ACK) - Room Occupancy
Industrial Network Tests
Network Test 6: Near Real-time Pressure Sensing
Network Test 7: GPS - Magnetometer Location Tags
Smart City Network Tests
Network Test 8: Near Real-time Parking Availability
Network Test 9: City Irrigation Monitoring
Network Test 10: City Asset Tracking
LoRa Backscatter Intellectual Property
The Invention
Home Test
Office Test
Precision Agriculture Test

LPWAN Standards, Technologies & Industry Alliances

Cellular Based LPWAN Technologies
3GPP
LTE-M1
LTE-NB1 (NB-IoT)

Non-Cellular LPWAN Technologies
Sigfox
LoRa Alliance
Weightless SIG
ETSI’s Low Throughput Networks (LTN)
IEEE 802.15.4k (Low Energy Critical Infrastructure Networks)
Other LPWAN Technologies
RPMA (Ingenu)
Qowisio
Link Labs
NB-Fi (WAVIoT)
Telematics Wireless
Telensa
vMonitor (Rockwell)

Other Long Range Wireless & Related Standards Efforts
Wi-SUN Alliance
JupiterMesh
IEEE 802.11ah (HaLow)os

Global Total Market Size Forecasts
Methodology
Total Connected LPWAN Devices
Connected LoRa Devices, Moderate & Aggressive
Connected Devices by Product Segment
Connected LoRa Networks
Connected Devices by Market
New & Displaced Units
Annual Units by Application
Revenues by Product Segment
Units by Geography
Units by Technology

Target Markets

Utilities

Smart Cities
Summary
Value System
Market Size Forecasts
Connections – Moderate & Aggressive
New & Displaced
Units by Application
Revenues by Product Segment
Units by Geography
Units by Technology

Smart Cities
Summary
Value System
Market Size Forecasts
Connections – Moderate & Aggressive
New & Displaced
Units by Application
Revenues by Product Segment
Units by Geography
Units by Technology

Industrial & Logistics
Summary
Value System
Market Size Forecasts
Connections – Moderate & Aggressive
Connections by Market Segment
New & Displaced
Units by Application
Revenues by Product Segment
Units by Geography
Units by Technology

Smart Buildings
Summary
Value System
Market Size Forecasts
Connections – Moderate & Aggressive
New & Displaced
Units by Application
Revenues by Product Segment
Units by Geography
Units by Technology

Consumer & Others
Summary
Market Size Forecasts
Connections – Moderate & Aggressive
Connections by Market Segment
New & Displaced
Units by Application
Revenues by Product Segment
Units by Geography
Units by Technology

Competitive Landscape
Company Profiles
Chips, Modules & Development Kits
IoT Connectivity, Device Management & Integration
Devices & Vertical Systems
(Select) Network Operators


List of Figures

Figure 1: Global LoRa Networks, Private & Public (2016-2022)
Figure 2: Total Potential WSN/IoT Connected Devices by Market
Figure 3: Total Addressable WSN/IoT Chipset Shipments, Long Range & Short Range
Figure 4: Endetec Homerider Systems Smart Water Solutions
Figure 5: Enevo’s Waste Management Solution
Figure 6: Worldsensing’s Loadsensing Solution
Figure 7: Respondents by Industry Role
Figure 8: Respondents by Job Position
Figure 9: Respondents by Geographical Region
Figure 10: Respondents by Targeted Industry
Figure 11: Most Important WSN Features Rated
Figure 12: Satisfaction with WSN Systems in 2014 and 2016
Figure 13: Planning Future/Additional WSN
Figure 14: Planned WSN Applications in 2014 and 2016
Figure 15: WSN Inhibitors Rated
Figure 16: Most Important Innovations in 2014 and 2016
Figure 17: Most Important Strategic Investments in 2014 and 2016
Figure 18: IoT Platforms Used
Figure 19: LPWAN Adoption Status
Figure 20: Awareness of LPWAN Technologies
Figure 21: Wireless Sensing/M2M Applications Requiring >1K Bytes/Day
Figure 22: LPWAN Most Likely Types of Applications
Figure 23: LPWAN Product Timeline
Figure 24: Most Likely LPWAN Channels
Figure 25: LPWAN’s Impact by Market
Figure 26: LPWAN’s Disruption on Existing WSN Technologies
Figure 27: LPWAN IoT Penetration Rate by 2025
Figure 28: Most Likely LPWAN Technologies
Figure 29: Network Protocols by Range
Figure 30: LoRa Spreading Factor Range in Kilometers
Figure 31: LoRa Node Battery Lifetime in Years
Figure 32: Sigfox Node Battery Lifetime in Years
Figure 33: Sigfox vs LoRa Battery vs Solar Harvester Lifetime Cost
Figure 34: Sigfox vs LoRa System Throughput
Figure 35: Sigfox Battery Lifetime - No Acknowledgements
Figure 36: Sigfox Performance
Figure 37: Sigfox Battery lifetime - No Acknowledgements
Figure 38: Sigfox Performance
Figure 39: LoRa Battery lifetime - No Acknowledgements
Figure 40: LoRa Spreading Factor On Air Time
Figure 41: LoRa Battery lifetime - Acknowledgements
Figure 42: LoRa Percent Complete
Figure 43: Sigfox vs LoRa Node Battery Lifetime in Years
Figure 44: Sigfox vs LoRa System Throughput
Figure 45: Sigfox vs LoRa Node Coin Battery Lifetime in Hours
Figure 46: Sigfox vs LoRa Node Battery Lifetime in Years
Figure 47: Sigfox vs LoRa Node Completion Rate
Figure 48: Sigfox vs LoRa Node Battery Lifetime in Years
Figure 49: Sigfox vs LoRa Node System Throughput
Figure 50: 1 XMIT/Hour Sigfox vs LoRa Node Battery Lifetime in Years
Figure 51: 1 XMIT/Hour Sigfox vs LoRa Node Performance
Figure 52: Home Distribution of BitRate and Signal Strength
Figure 53: Office Distribution of BitRate and Signal Strength
Figure 54: One Acre Distribution of BitRate and Signal Strength
Figure 55: Global Total LPWAN Connections, LoRa & Others (2016-2022)
Figure 56: Global Connected LoRa Devices, Moderate & Aggressive (2016-2022)
Figure 57: Global Total LoRa Devices by Product Segment (2016-2022)
Figure 58: Global Total LoRa Networks, Private & Public (2016-2022)
Figure 59: Global Total LoRa Devices by Market (2016-2022)
Figure 60: Global Total LoRa Annual Units, New & Displaced (2016-2022)
Figure 61: Global Total LoRa Annual Units by Application (2016-2022)
Figure 62: Global Total LoRa Revenues by Product Segment (2016-2022)
Figure 63: Global Total LoRa Annual Units by Geography (2016-2022)
Figure 64: Global Total LPWAN Chipsets, LoRa and Others (2016-2022)
Figure 65: Smart Cities LPWAN Connections, LoRa and Others (2016-2022)
Figure 66: The Smart City LPWAN Value System
Figure 67: Smart Cities LoRa Connections, Moderate & Aggressive (2016-2022)
Figure 68: Smart Cities LoRa Device Shipments, New & Displaced (2016-2022)
Figure 69: Smart Cities LoRa Device Units by Application (2016-2022)
Figure 70: Smart Cities LoRa Revenues by Product Segment (2016-2022)
Figure 71: Smart Cities LoRa Device Units by Geography (2016-2022)
Figure 72: Smart Cities LPWAN Chipset Shipments, LoRa & Others (2016-2022)
Figure 73: Utilities LPWAN Connections, LoRa and Others (2016-2022)
Figure 74: The Utilities LPWAN Value System
Figure 75: Utilities LoRa Connections, Moderate & Aggressive (2016-2022)
Figure 76: Utilities LoRa Device Shipments, New & Displaced (2016-2022)
Figure 77: Utilities LoRa Device Units by Application (2016-2022)
Figure 78: Utilities Smart Cities LoRa Revenues by Product Segment (2016-2022)
Figure 79: Utilities LoRa Device Units by Geography (2016-2022)
Figure 80: Utilities LPWAN Chipset Shipments, LoRa & Others (2016-2022)
Figure 81: Industrial LPWAN Connections, LoRa and Others (2016-2022)
Figure 82: The Industrial LPWAN Value System
Figure 83: Industrial/Ag/Logistics LoRa Connections, Moderate & Aggressive (2016-2022)
Figure 84: Industrial/Ag/Logistics LoRa Device Connections Market Segment (2016-2022)
Figure 85: Industrial/Ag/Logistics LoRa Device Shipments, New & Displaced (2016-2022)
Figure 86: Industrial/Ag/Logistics LoRa Device Units by Application (2016-2022)
Figure 87: Industrial/Ag/Logistics LoRa Revenues by Product Segment (2016-2022)
Figure 88: Industrial/Ag/Logistics LoRa Device Units by Geography (2016-2022)
Figure 89: Industrial/Ag/Logistics LPWAN Chipset Shipments, LoRa & Others (2016-2022)
Figure 90: Buildings LPWAN Connections, LoRa and Others (2016-2022)
Figure 91: The Smart Building LPWAN Value System
Figure 92: Buildings LoRa Connections, Moderate & Aggressive (2016-2022)
Figure 93: Buildings LoRa Device Shipments, New & Displaced (2016-2022)
Figure 94: Buildings LoRa Device Units by Application (2016-2022
Figure 95: Buildings Smart Cities LoRa Revenues by Product Segment (2016-2022)
Figure 96: Buildings LoRa Device Units by Geography (2016-2022)
Figure 97: Buildings LPWAN Chipset Shipments, LoRa & Others (2016-2022)
Figure 98: Consumer/Other LPWAN Connections, LoRa and Others (2016-2022)
Figure 99: Consumer/Other LoRa Connections, Moderate & Aggressive (2016-2022)
Figure 100: Consumer/Others LoRa Device Connections Market Segment (2016-2022)
Figure 101: Consumer/Other LoRa Device Shipments, New & Displaced (2016-2022)
Figure 102: Consumer/Other LoRa Device Units by Application (2016-2022)
Figure 103: Consumer/Other LoRa Revenues by Product Segment (2016-2022)
Figure 104: Consumer/Other LoRa Device Units by Geography (2016-2022)
Figure 105: Consumer/Other LPWAN Chipset Shipments, LoRa & Others (2016-2022)


List of Tables

Table 1: LoRa Penetration Rate of LPWAN Connections by Region
Table 2: The LPWAN Value System
Table 3: LoRa Market Segments & Adoption Drivers
Table 4: LPWAN Technologies Summarized
Table 5: Sigfox vs LoRa Node Coin Battery Lifetime in Hours
Table 6: Global Total LPWAN Connections, LoRa & Others (2016-2022)
Table 7: Global Connected LoRa Devices, Moderate & Aggressive (2016-2022)
Table 8: Global Total LoRa Devices by Product Segment (2016-2022)
Table 9: Global Total LoRa Networks, Private & Public (2016-2022)
Table 10: Global Total LoRa Devices by Market (2016-2022)
Table 11: Global Total LoRa Annual Units, New & Displaced (2016-2022)
Table 12: Global Total LoRa Annual Units by Application (2016-2022)
Table 13: Global Total LoRa Revenues by Product Segment (2016-2022)
Table 14: Global Total LoRa Annual Units by Geography (2016-2022)
Table 15: Global Total LPWAN Chipsets, LoRa and Others (2016-2022)
Table 16: Smart Cities LoRa Connections, Moderate & Aggressive (2016-2022)
Table 17: Smart Cities LoRa Device Shipments, New & Displaced (2016-2022)
Table 18: Smart Cities LoRa Device Units by Application (2016-2022)
Table 19: Smart Cities LoRa Revenues by Product Segment (2016-2022)
Table 20: Smart Cities LoRa Device Units by Geography (2016-2022)
Table 21: Smart Cities LPWAN Chipset Shipments, LoRa & Others (2016-2022)
Table 22: Utilities LoRa Connections, Moderate & Aggressive (2016-2022)
Table 23: Utilities LoRa Device Shipments, New & Displaced (2016-2022)
Table 24: Utilities LoRa Device Units by Application (2016-2022)
Table 25: Utilities Smart Cities LoRa Revenues by Product Segment (2016-2022)
Table 26: Utilities LoRa Device Units by Geography (2016-2022)
Table 27: Utilities LPWAN Chipset Shipments, LoRa & Others (2016-2022)
Table 28: Industrial/Ag/Logistics LoRa Connections, Moderate & Aggressive (2016-2022)
Table 29: Industrial/Ag/Logistics LoRa Device Connections Market Segment (2016-2022)
Table 30: Industrial/Ag/Logistics LoRa Device Shipments, New & Displaced (2016-2022)
Table 31: Industrial/Ag/Logistics LoRa Device Units by Application (2016-2022)
Table 32: Industrial/Ag/Logistics LoRa Revenues by Product Segment (2016-2022)
Table 33: Industrial/Ag/Logistics LoRa Device Units by Geography (2016-2022)
Table 34: Industrial LPWAN Chipset Shipments, LoRa & Others (2016-2022) 90
Table 35: Buildings LoRa Connections, Moderate & Aggressive (2016-2022) 93
Table 36: Buildings LoRa Device Shipments, New & Displaced (2016-2022) 94
Table 37: Buildings LoRa Device Units by Application (2016-2022)
Table 38: Buildings Smart Cities LoRa Revenues by Product Segment (2016-2022)
Table 39: Buildings LoRa Device Units by Geography (2016-2022)
Table 40: Buildings LPWAN Chipset Shipments, LoRa & Others (2016-2022)
Table 41: Consumer/Other LoRa Connections, Moderate & Aggressive (2016-2022)
Table 42: Consumer/Others LoRa Device Connections Market Segment (2016-2022)
Table 43: Consumer/Other LoRa Device Shipments, New & Displaced (2016-2022)
Table 44: Consumer/Other LoRa Device Units by Application (2016-2022)
Table 45: Consumer/Other LoRa Revenues by Product Segment (2016-2022)
Table 46: Consumer/Other LoRa Device Units by Geography (2016-2022)
Table 47: Consumer/Other LPWAN Chipset Shipments, LoRa & Others (2016-2022)
Table 48: LoRa Ecosystem Product Segmentation
Table 49: LoRa Components – Profiles
Table 50: IoT Connectivity, Device Mgmt & Integration – Profiles
Table 51: LoRa Devices & Systems – Profiles
Table 52: (Select) Network Operators – Profiles

*The LoRa® Mark is a trademark of Semtech Corporation or its subsidiaries.

Date of Publication:
Nov 10, 2017
File Format:
PDF, PowerPoint Presentation and Excel Workbook
Number of Pages:
116 Pages