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Global IoT Cellular Connections May Exceed 2.4b by 2025- Report

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The latest report by Strategy Analytics, the automotive sector is going to be the driving force behind cellular IoT connections.

Telcos are going to have to content themselves with accounting for the minority of IoT connections, but in a market expected to comprise of billions of devices, it’s still a highly desirable revenue stream.

Reliability, geographic reach, security and low latencies are going to be amongst the attributes that telcos will be promoting as they continue to build on the latest LTE-based IoT options, such as NB-IoT, and extend it to future 5G connectivity, according to the report first published in ITUNews.

Strategy Analytics expects IoT cellular connections to grow to more than 2.4 billion in 2025, with the top three vertical markets being automotive, utilities and security. In fact, these three verticals alone are expected to account for over 46 per cent of global IoT cellular connections in 2025. Across the forecast period, the automotive vertical market will not only remain the single largest global consumer of IoT cellular connections, but increase its market share position by 2025.

“With the industry focusing on the path to 5G and low power 3GPP offerings, such as LTE Cat M1 and NB IoT, coupled with a variety of established connectivity platforms, there are lots of choices for cellular connectivity in IoT and the outlook has never been brighter,” said Andrew Brown, Executive Director of Enterprise and IoT Research at Strategy Analytics. “However, the bewildering array of choices also runs the risk of creating confusion for customers with regard to which technologies should be employed in which use cases.”

 Strategy Analytics’ report suggests that the growth in cellular connections underlines the importance of cellular networks in IoT, with networks not just being used to facilitate simple connections, but increasingly supporting rich data that will enable new and compelling use cases.

“Asia Pacific will remain the single largest region across the forecast period, accounting for almost 1 billion connections in 2025,” added Matt Wilkins, Senior Analyst IoT Research at Strategy Analytics, “with the top three regions (Asia Pacific, North America, and Western Europe) together accounting for over 75 per cent of global cellular IoT connections in 2025.”

Non-Cellular Lpwa Have a Gap to Close
In separate news, yet closely related, analyst firm Berg Insight reports that global shipments of cellular IoT devices will grow at a CAGR of 22.7 per cent from 155.6 million units in 2016 to reach 530.1 million in 2022.

It says strong growth is fuelled by fast-growing demand in China and the global adoption of connected car technology in the automotive industry.

Whilst this timeframe is a few years’ different to that of Strategy Analytics, it’s pretty close. Berg’s focus on automotive and Asia squares with the work done by Strategy Analytics. In fact, if we use Berg’s CAGR of 22.7 per cent and assumed this would also apply for the next couple of years (I know, that’s not what Berg has said, but this is just an estimate), then by 2025 we could have 1.2 billion devices.

That’s still some 800 million short of Strategy Analytics’ estimate of connections – assuming that each device would have a single connection.

But it would be fair to say that a number of critical IoT devices would have redundancy connections, which would go some way to narrowing this gap.

There are many analyst firms out there; pick whichever one you want.

“LTE-M and NB-IoT are the latest in a long line of cellular standards already connecting hundreds of millions of devices worldwide”, says Tobias Ryberg, senior analyst and author of the report, who believes that the maturity of the ecosystem is a crucial advantage for 3GPP-based standards in the IoT market. “Alternative non-cellular LPWA technologies have a very long way to go before they achieve the same prominence”.

Berg Insight estimates that annual shipments of non-cellular LPWA devices for IoT reached 13.5 million units in 2016, broken down as follows: 802.15.4 WAN = 8.0 million units; LoRa = 4.0 million units; Sigfox = 1.5 million units.

The vast majority of 802.15.4 devices are smart energy meters deployed in North America and other regions.

Looking ahead, Berg Insight believes that LoRa and Sigfox will outgrow 802.15.4 WAN and achieve annual shipments in the range of 50 to 100 million units each by 2022, with volume growth coming from asset tracking, buildings and security, and smart cities.

The original version of this article first appeared in Telecom TV.

Telecom TV delivers daily insight on the converging worlds of telecoms, media and entertainment. Views expressed in this article from Telecom TV do not necessarily reflect those of ITU.

 

 

 


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ATU, AFRINIC Urge Governments, Regulators to Develop Internet Resilience Framework

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As Africa continues to face internet disruptions, telecom leaders have urged governments and regulators to embrace and implement a Model Framework for Building Regional Internet Resilience.

The African Telecommunications Union (ATU), Internet Society, and African Network Information Centre (AFRINIC) have all endorsed the framework.

The framework organises Africa’s internet resilience challenge around three interdependent focus areas: networks and internet service providers (ISPs), critical infrastructure such as power grids and cables, and market conditions that influence affordability and demand, according to the organisations in a joint statement.

Once implemented, entities or operators responsible for an important part of a country’s internet ecosystem, such as electricity utilities, mobile network operators, ISPs, internet exchange points, or a country-code top-level domain registry, must develop a resilience plan within one year of the framework’s official adoption.

The statement also mentions several past disruptions that hampered communication, such as the West Africa Cable System failure in March 2024, which cut off 13 countries for days.

They went on to explain that the plan must be evaluated and updated on an annual basis and be compatible with the entity or operator’s continuity and reconstitution plans.

It (framework) should also specify how the organisation intends to incorporate the resilience features of redundancy, resourcefulness, rapid recovery—all of which are critical components of achieving overall robustness—into its operations.

ATU has warned that every blackout is a flashing red warning, and that the framework would act as an insurance policy against outages.

“Connectivity remains Africa’s nervous system and when it stutters, schools, hospitals and markets stutter too. This framework is our insurance policy against digital darkness”, said John Omo, secretary general of ATU.

Arthur Carindal, AFRINIC’s head of stakeholder engagement, commended the institutions for their coordinated efforts.

He said: “It is a great honour for AFRINIC to collaborate with ATU and ISOC in transformative initiative enabling all stakeholders to participate in developing Africa’s internet resilience model framework, which highlights key policy recommendations and best practices for strengthening internet infrastructure in Africa.”

 


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NCC Rallies Stakeholder Support to Protect Telecom Infrastructure

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Nigerian Communications Commission (NCC) has reiterated its commitment to the full operationalisation of President Bola Ahmed Tinubu’s Executive Order on Critical National Information Infrastructure (CNII), which designates telecommunications facilities as critical national assets deserving optimal protection.

This comes on the heels of a successful mediation led by the Office of the National Security Adviser (ONSA), in collaboration with the Commission, which resulted in the suspension of a planned strike by the Natural Oil and Gas Suppliers Association of Nigeria (NOGASA).

The strike, if carried out, would have disrupted the supply of diesel to telecommunications sites nationwide, severely affecting network operators’ ability to power their diesel-driven generators and maintain uninterrupted connectivity.

In the days leading up to the resolution, the ONSA, under the leadership of the National Security Adviser (NSA), Mallam Nuhu Ribadu, held strategic engagements with NOGASA’s leadership, with the Commission providing technical and regulatory guidance to highlight the potential implications of service disruptions on national security, the economy, and everyday life.

The discussions culminated in an agreement to call off the industrial action, averting what could have been a nationwide disruption of telecom services.

“Telecommunications infrastructure is the backbone of our connectivity and digital economy. Any disruption, whether through vandalism, accidental damage during construction work, theft of equipment, denial of access to maintenance teams, or interruptions in the supply of essential operational materials, has far-reaching implications for service delivery, economic stability, and national security,” the NSA said.

The Commission expressed appreciation to the ONSA for its leadership and dedication to protecting national assets and commended the maturity and understanding demonstrated by relevant stakeholders in recognising the national importance of telecommunications services.

Commenting on the development, the Executive Vice Chairman/Chief Executive Officer of the Commission, Dr. Aminu Maida, stated: “We will continue to enforce strict compliance by our licensees with technical standards for the deployment and maintenance of telecommunications infrastructure, while working closely with relevant stakeholders to strengthen awareness and cooperation on their protection.

“We also recognise mediation as an effective tool for building consensus among stakeholders. This resolution underscores the importance of dialogue in preventing avoidable service disruptions. Ultimately, we call on all Nigerians to regard telecom infrastructure as a shared national asset, one that underpins our ability to connect with loved ones, transact businesses, access healthcare, pursue education, and participate in the global digital economy.”

The Commission reaffirmed that it would continue to coordinate with security agencies, industry stakeholders, and the public to ensure that Nigeria’s telecommunications infrastructure remains protected, resilient, and reliable for all.


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Nigeria’s Internet Subscriptions Dip Slightly in June, But Data Demand Hits New High

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Active internet subscriptions across mobile, fixed, and VOIP networks in Nigeria dropped to 141.1 million in June, representing a 0.3% decline from the 141.5 million recorded in May, according to the latest statistics from the Nigerian Communications Commission (NCC).

Mobile network operators MTN, Airtel, Globacom, and 9mobile maintained their dominance with a combined 140.6 million subscriptions, leaving Internet Service Providers and others with 528,633 subscriptions at the end of June.

Despite the slight drop in subscriptions, data consumption continued to grow. Nigerians used 1.044 million terabytes of data in June, marginally higher than the 1.043 million terabytes recorded in May, which had been the highest monthly usage since January 2023.

Telecom operators say this surge in data usage is driven by the rapid growth of Nigerian cities, especially Lagos, where more people, businesses, and devices are fueling record bandwidth consumption. In response, operators are expanding capacity to meet the rising demand.


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