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China dominating global IoT connections

China’s mobile operators continued to dominate the rapidly expanding global IoT market, accounting for 46 percent of cellular IoT connections in Q3 2017, Counterpoint Research reported.

The world’s leading operator in terms of IoT connections was China Mobile with a 32 percent share in the quarter (see chart below, click to enlarge). The operator’s connections grew 106 percent year-on-year as it is quickly transitioning to LTE IoT connections and is aggressively rolling out an NB-IoT network to take advantage of emerging IoT opportunities, Counterpoint Research said.

Global Cellular IoT Connection Share by Operator in 3Q 2017

China Unicom expanded IoT connections 39 percent from Q3 2016 and had a 9.4 percent market share in Q3 2017; rival China Telecom recorded 17 percent year-on-year growth to hold a 5 percent share.

Overall, the three increased IoT connections by 75 percent year-on-year.

The research company said worldwide cellular IoT connections increased 41 percent year-on-year in Q3 2017 after crossing the half-billion mark earlier in the year. At end-Q3, LTE connections accounted for more than half of cellular IoT connections and registered 84 per cent year-on-year growth.

Research director Peter Richardson noted cellular IoT connectivity had been modest so far but expects half a billion connections to be added by 2020.

Beyond China
Connections in Asia grew 64.2 percent year-on-year in Q3, with the region having a 57.2 percent share of global IoT connections. China accounts for 81 percent of Asian connections.

IoT connections in Japan and South Korea grew 15 percent and 25 percent year-on-year respectively: Japan held a 5 percent share of total Asia connections; South Korea 2 percent.

In terms of low power wide area (LPWA) development, South Korea is ahead of Japan. SK Telecom, LG Uplus, and KT commercialized their NB-IoT services in Q3 2017, Counterpoint Research said. KT also launched LTE-M in Q2 2017.

Outside China, Vodafone leads in cellular IoT connectivity globally posting 37 percent year-on-year growth and holding the second position with a 10.9 percent share. As of Q3 2017, Vodafone had launched NB-IoT in four countries including the Netherlands, Republic of Ireland, Czech Republic and Spain. The operator added commercial NB-IoT networks in Turkey and Australia in early Q4.




Global data traffic surges on India, China growth

Global mobile data traffic jumped 115 per cent year-on-year in Q3 2017, with India and China accounting for half of all traffic growth which hit a six-year high during the quarter.

India’s Reliance Jio carried more data traffic than any mobile operator globally within six months of launching its nationwide 4G network, but its disruptive impact on the market meant profitable traffic growth had been hard to find, Strategy Analytics reported.


Meanwhile, unlimited data plans in China have driven accelerated traffic growth, up 166 percent year-on-year in Q3, and have generated a healthy recovery in both service revenue and EBITDA, the research company said.

In Europe, Vodafone enjoyed healthy early traction for its zero-rated Passes, offering a more segmented and targeted approach to traffic and revenue stimulation. The operator had 8 million customers using Passes by the end of September, with a positive impact on ARPU and usage. It delivered 2.6-times growth in traffic in Europe over the last two years with near flat opex, highlighting the upside to more targeted traffic-stimulation strategies.

Phil Kendall, director of Strategy Analytics’ service provider group, said: “It is encouraging to see more success stories from operators using unlimited or zero-rated pricing to unlock growth in both revenue and profitability. The success of China Unicom’s unlimited plans and collaborations with local Internet giants highlights the importance of partnering with content providers to add value to data plans.”

Susan Welsh de Grimaldo, Strategy Analytics’ director of service provider strategies, noted operators need to evaluate both their market environment and customer segment priorities when contemplating unlimited plan options: “We applaud Vodafone’s strategy to focus on more targeted and segmented market offers in Europe, addressing discrete demand for messaging, music and video services within those segments.”

Average usage per SIM card increased from 0.7GB/month in Q3 2016 to 1.5GB/month in Q3 2017. Non-SMS data services now account for 55 per cent of all mobile service revenue globally.





Redtea Mobile Develops Secure SoC Solutions for Consumer Electronics Connectivity

Redtea Mobile unveiled an integrated eSIM technology based upon its Remote SIM Provisioning (RSP) platform and Qualcomm Snapdragon Mobile Platform featuring iUICC concept at 4G/5G Summit 2017

【HONG KONG,  OCTOBER 18, 2017】Redtea Mobile, an eSIM turnkey solution provider, demonstrated its eSIM based application developed on Qualcomm® Snapdragon™ 835 development board featuring integrated UICC (iUICC) concept and the deployment of its eSIM capability on Qualcomm Snapdragon Mobile Platforms at the Qualcomm Technologies’ 4G/5G Summit in Hong Kong during October 16-18. Qualcomm Technologies, Inc. is a subsidiary of Qualcomm Incorporated.

Integrating Redtea Mobile’s embedded SIM (eSIM) software component into Qualcomm Technologies’ iUICC concept featuring in Snapdragon Mobile Platforms, the combination is designed to address the growing demands for a higher level of connectivity on mobile devices — to address the security platforms in the device and be the trusted element for SIM.

As one of the eSIM implementations, the iUICC module has no separate off-chip component as the SoC solution combines the secure processor, the baseband processor and possibly other processors into one discrete hardware component. This solution can satisfy prevailing and future security requirements.

In particular, Redtea Mobile will deploy their eSIM terminal solution (e.g. LPA) and Subscription Manager-Data Preparation+ (SM-DP+) cloud service on top of Qualcomm Technologies’ iUICC. This eSIM offering for consumer electronics is compliant with GSMA eSIM standards to support fast, seamless deployment and connectivity for OEMs and mobile network operators (MNOs).

“An important aspect of our 5G vision is the adoption of leading new standards and innovations around the trusted SIM card,” said Sy Choudhury, senior director of product management, Qualcomm Technologies, Inc. “Qualcomm Technologies and Redtea Mobile have worked together to demonstrate how the GSMA’s Remote SIM Provisioning specification for embedded SIM can run on a Snapdragon Mobile Platform while effectively integrating with existing mobile operator infrastructures.”

“We’re excited to showcase our eSIM Technology running on the Snapdragon Mobile Platform to the world’s most innovative device manufacturers and mobile operators at Qualcomm Technologies’ annual 4G/5G Summit in Hong Kong,” said Dr. Hui Jin, CEO and Co-founder of Redtea Mobile. “As an established brand that has shipped its eSIM capability and data/roaming service to over 100 million devices by partnering with 20+ MNOs/MVNOs worldwide and a majority of smartphone manufacturers including OPPO, vivo, Samsung (China), Xiaomi, Lenovo, ZTE, Meizu, LeEco, and Smartisans, Redtea’s proven technology brings a brand new level of features and convenience to consumers and the roaming industry as a whole. The demonstration with Qualcomm Technologies is a first of its kind to show integrated eSIM capabilities on a Qualcomm Technologies platform and may offer a generational leap in data connectivity.”

“We are always pursuing a more complete and integrated solution for device manufacturers. By working together, Redtea Mobile and Qualcomm Technologies are demonstrating how a leading and innovative eSIM and SoC can be integrated at the platform level, while also making the solution easier to integrate for device manufacturers, to reduce physical space requirements and be more cost effective,” said Ming Jiang, Redtea Mobile’s CTO and Co-founder.

Media Contact:

Vivi Mou
VP of Brand Management, Redtea Mobile

Qualcomm and Snapdragon are trademarks of Qualcomm Incorporated, registered in the United States and other countries.

Qualcomm Snapdragon is a product of Qualcomm Technologies, Inc.