Скачать или смотреть Consumer vs M2M market - What’s an operator’s best bet in IoT part 2/3

The adoption of the eUICC into different verticals brings many rich and exciting opportunities for operators. Cellular-connected devices are expected to increase to nearly 12 billion in the next 5 years, with mobile data traffic forecast to grow a whopping 700%. We believe that much of this growth will come from the business M2M market as the specifications are defined and are already in use in many industries. Enterprise customers place great value on quality of service and are willing to pay a premium for business continuity.



Our customers, at the moment, seem to be most interested in the consumer market. Why? Because the Apple Watch is a leading product within this market, however, for revenue opportunities we see that the M2M market will grow more substantially.



In contrast, the consumer market is still in its early stages, and we expect it to take between 3-5 years to be established. The protocols for network discovery, number portability and subscriber registration are still under development and without this standardisation, any solutions built now may face interoperability issues or require costly retrospective changes in the future.



Considering that the M2M market is expected to grow to $28bn between now and 2023, we believe that this makes it the most immediate, most cost-effective and most viable opportunity in IoT for operators.


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