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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.

Source: https://www.mobileworldlive.com/asia/asia-news/china-controls-nearly-50-of-global-iot-connections/?ID=003w000001VieecAAB&BU=



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.

Source:  https://www.mobileworldlive.com/featured-content/top-three/global-data-traffic-surges-on-india-china-growth/?ID=003w000001VieecAAB&BU=




eSIM in IoT Applications: Internet of Vehicles (IoV)

The new era of the Internet of Things is driving the evolution of conventional Vehicle Ad-hoc Networks into the Internet of Vehicles (IoV). That we often mention “connected cars” means the car equipped with internet access. This allows the car to share internet access with other devices both insides as well as outside the vehicle.

In-car entertainment (ICE), or in-vehicle infotainment (IVI) are the names often given to the touchscreen interface in a car’s center console. ICE / IVI system is a collection of hardware and software in automobiles that provides audio or video entertainment. It originated with car audio systems that consisted of radios and cassette or CD players and now includes automotive navigation systems, video players, USB and Bluetooth connectivity, Carputers, in-car internet, and Wi-Fi. Once controlled by simple dashboards knobs and dials, ICE/IVI system can even include steering wheel audio controls and hands-free voice control.

eSIM in IoT Applications: Internet of Vehicles (IoV)

Redtea Mobile is supplying eSIM solutions for connected cars . Instead of inserting a “plug-in SIM card” in the car’s ICE/IVI system somewhere behind the dashboard, as was previously the case, the SIM is now securely embedded or integrated into the vehicle’s M2M SIM module. The solution is based on a secure virtual identity that is only activated after the vehicle is shipped. It allows a local subscription to be downloaded to the M2M SIM when required, then installed and activated.

Thus, this new generation of SIM cards is no longer tied to a specific country or mobile network operator. Instead of installing various SIM cards in the communication electronics of every vehicle, Redtea Mobile offers the flexibility of supporting multiple countries and regions and mobile network operators with a single SIM. As part of the service, Redtea Mobile takes on the responsibilities of the subscription manager, generating the subscription, ensuring secure download and monitoring the quality of the service.

Redtea Mobile shipped their Internet of Vehicle connectivity service to FAW X40 in March 2017, and to Dongfeng Fengshen AX4 in September 2017.