《电信管理论坛:2023年边缘物联网报告-抓住连接以外的发展机遇(英文版)(38页).pdf》由会员分享,可在线阅读,更多相关《电信管理论坛:2023年边缘物联网报告-抓住连接以外的发展机遇(英文版)(38页).pdf(38页珍藏版)》请在三个皮匠报告上搜索。
1、REPORTSponsored by:Author:Editor:ISBN:at the edge:taking opportunities beyond connectivityIoTMay 2023|www.tmforum.orgAuthor:Mark Newman,Chief AnalystEditor:Ian Kemp,Managing Editorsponsored by:contents03 the big picture06 section 1:IoT in 2023 flattering to deceive or cautiously compelling?12 sectio
2、n 2:exploring IoT monetization options beyond connectivity20 section 3:next-generation IoT 5G,edge and MPNs 27 TM Forum Open APIs drive IoT deployments 28 additional feature by Volt Active Data:How Telecom Operators Can Unleash the Potential of Edge and IoT32 additional resourcesWe hope you enjoy th
3、e report and,most importantly,find ways to use the ideas,concepts and recommendations detailed within.You can send your feedback to the editorial team at TM Forum via editortmforum.orgbigpicturethe3inform.tmforum.orgFurthermore,the emergence of a strong cellular IoT device ecosystem,and the“democrat
4、ization”of cellular spectrum with the emergence of mobile private networks(MPNs),promises to remove some of the key obstacles to enterprises seeking to deploy IoT solutions.Operators are hoping that the next phase of 5G network technologies that allows them to deliver differentiated,SLA-based connec
5、tivity coupled with lower latency will drive greater value to their customers.But the extent to which this will translate into higher(IoT)revenues remains uncertain.Telecoms operators are the dominant providers of the connectivity that enables IoT services.Todays IoT deployments sit across a range o
6、f mobile networks,from 2G through to 5G.But the vast majority of growth is coming from LTE connectivity and from the network technologies narrowband IoT(NB-IoT)and LTE for machines(LTE-M)built on top of,or alongside,LTE.These network technologies support monitoring and tracking applications that req
7、uire low speeds,consume little data and are not time sensitive.As such,they generate modest ARPUs and must be supported by low-cost support systems.Todays IoT businesses hover somewhere between the legacy,niche machine-to-machine(m2m)services that mobile operators have supported ever since the adven
8、t of digital cellular communications,and a transformative technology for businesses of all shapes and sizes in different sectors.While there is a sense that,overall,IoT has not quite lived up to expectations,year-on-year growth remains robust.4inform.tmforum.orgOperators dominance in cellular IoT co
9、nnectivity is under threat.For the time being,the growth in IoT connections seems to be outpacing the decline in ARPU levels.However,we have little visibility of the profitability of this new market for so-called low power wide area(LPWA)network connectivity.Furthermore,operators dominance in cellul
10、ar IoT connectivity is under threat,both from dedicated IoT MVNOs and from enterprises and new MPN providers that can secure their own spectrum and cut out mobile operators entirely.Driving value beyond connectivityCSPs have long harbored ambitions to deliver services to their customers that go beyo
11、nd connectivity.Realistically,their best opportunities are ones that are adjacent to connectivity,or which represent“value-added connectivity”.This could be after sales support or a thin layer of consulting support.Beyond connectivity,CSPs may also find a role using their buying power to deliver the
12、 devices and modules which connect to their network.Expanding into the delivery of full end-to-end IoT solutions is a more ambitious strategy but one which some of the larger IoT operators such as China Mobile and Vodafone are pursuing.5inform.tmforum.orgIoT represents between 0.5%and 2%of total rev
13、enues for operators that have dedicated IoT lines of business.Building IoT platforms and marketplaces is another approach and one which many CSPs are eyeing as they expose a wider range of their network and IT assets and capabilities to potential customers and developers as part of their network-as-
14、a-service deployments.Read our report to find out more about how operators are hoping to move to the next stage of the API economy to create platforms and marketplaces.Few CSPs disclose details of the performance of their IoT businesses on a regular,ongoing basis.However,there is enough data availab
15、le from ad-hoc disclosures to build a picture.IoT represents between 0.5%and 2%of total revenues for those operators that have dedicated IoT lines of business;revenues are growing by 10%-15%per year for most of these operators.Read this report to find out:The current status of CSPs IoT businesses in
16、 terms of revenues and growth rates How CSPs are seeking to build new value propositions and revenue streams beyond connectivity The different network technologies that are being used for IoT services and the emergence of new,dedicated IoT networks The status of 5G in IoT and the capabilities and us
17、e cases that it can support The role of new technologies such as edge computing and mobile private networks.REPORTAuthors:Mark Newman,Chief Analyst,TM ForumDawn Bushaus,Contributing Analyst,TM ForumSponsored by:Editor:Ian Kemp,Managing Editor,TM Forumestablishing links:platform models in the Open AP
18、I economy March 2023IoT in 2023:flattering to deceive or cautiously compelling?section 16inform.tmforum.orgHow should we view the state of service providers IoT businesses and the status of IoT as a whole in 2023?Does IoT represent,at one end of the scale,another example of an opportunity hyped up b
19、y communications service providers(CSPs)but which has failed to live up to expectations?;or,at the other,the future of the telecoms industry as the number of things that are connected catches up with and overtakes the total number of people and buildings?In truth,it is somewhere between the two.Yes,
20、the growth figures touted in the early 2010s turned out to be wildly optimistic,but at the same time IoT continues to demonstrate robust growth in terms of the number of connections and revenues.IoTs share when it comes to total CSP revenues may still be small,but it is a vital tool as operators bui
21、ld out products and services to help digitize their customers businesses.Indeed,increasingly there is a case for viewing IoT as part of a broader set of digital transformation solutions and technologies rather than a standalone market segment.The same could be said of IoT more broadly.It has certain
22、ly not lived up to the unrealistic expectations of ten years or so ago.We had assumed that the battle for IoT tech supremacy was going to be a scale and platform play.But the sector has not evolved as we expected.IoT,and the vendors that support IoT business,are becoming vertical-specific.And rather
23、 than being a platform play,it is more of a managed service.The anticipated emergence of generic IoT platforms has not materialized,and companies including Google,IBM and SAP have exited the IoT platform business.So,IoT may be slower to take off,and less“generic”than expected,but the vision remains
24、largely intact.7inform.tmforum.orgSelected growthIn our 2022 benchmark research report Telco revenue growth:taking it to the next level we tracked the IoT revenues for nine of the worlds largest telecoms operator groups(where the data was incomplete we estimated numbers for the missing years).All op
25、erators grew their revenues significantly over the period,and in particular China Mobile and China Unicom which,along with China Telecom,dominate the CSP IoT landscape.IoT as a percentage of total revenues20021China MobileChina0.7%0.9%1.4%1.5%China UnicomChina0.8%1.1%1.5%2.0%KPNNetherland
26、s0.8%0.9%1.1%1.1%OoredooQatar0.7%0.7%0.8%1.1%TelefonicaSpain0.4%0.4%0.5%0.6%TelenorNorway0.4%0.5%0.7%0.7%TeliaSweden1.2%1.4%1.6%1.8%TelstraAustralia0.8%1.0%1.1%1.2%VodafoneUK1.2%1.5%1.8%2.0%Average0.8%1.1%1.2%1.3%TM Forum,2023(source:operator financial results and presentations)8inform.tmforum.orgTo
27、tal IoT revenues for these nine operators grew by 28%in 2019,16%in 2020 and 11%in 2021.IoT business accounted for 1.3%of their total revenues in 2021.However,we do not believe that these operators which all have dedicated IoT lines of business are representative of the telecoms operator sector as a
28、whole.We estimate that generally IoT business accounts for 0.7%-0.9%of total revenues for operators.By the end of 2022 the worlds 37 largest operator groups accounting for 99%of total connections recorded 1.97 billion cellular IoT connections,according to research firm Transforma Insights,up 17%from
29、 1.69 billion at the end of 2021.This is slightly below 2021 growth of 20%.According to Transforma,the installed base of cellular connected IoT devices will grow to around 5 billion by 2030.Total IoT connections including connections to consumer devices(TVs,watches etc.)and vertical-market applicati
30、ons(such as smart metering,heating and security)will reach 29.9 billion in 2030,up from 15.2 billion this year,says the analyst company(see chart).CSP IoT revenue worldwide .012.010.08.06.04.02.00.0revenue US$billions2002028%growth16%growth11%growthTM Forum,2022CSP IoT revenue
31、worldwide 2018-2021TM Forum,2022Total IoT connections forecastTM Forum,2023(source:Transforma Insights)20022202320242025202620272028202920308.79.811.413.215.217.119.121.223.325.527.729.9055IoT Connections(billions)n IoT Connections9inform.tmforum.orgWe estimate that 90%of telec
32、oms operators IoT revenues are derived from the sale of connectivity across cellular networks(2G up to 5G),dedicated low power wide area(LPWA)IoT networks(e.g.LoRA,Sigfox,NB-IoT),and fixed networks(broadband,fixed wireless access and satellite).As such,the challenge for operators is ensuring that th
33、e growth in the total number of connections outpaces the decline in ARPU.In the past two to three years LPWA networks have accounted for a growing proportion of new connections.Monthly ARPU for LPWA services can come out as low as$0.15-$0.20 per month compared with more than$1 per month for legacy 2
34、G SIM cards.As such,mobile operators are trying to create new value propositions beyond connectivity to protect themselves against the impact of ARPU erosion.ARPU levels fluctuate wildly across the CSPs that we tracked.For 2021,the highest ARPU,at$2.85 per month,was recorded by Telstra,while the low
35、est was China Mobile at$0.14 per month.Between the two was Vodafone at$0.66 per month.The differences are likely a function of the extent to which operators are providing managed IoT network services and thereby generating a higher ARPU rather than merely providing connectivity.Still awaiting a blue
36、print for successAll the large national and multi-country CSPs are focused on IoT.But their strategies differ,and no operator has discovered a recipe for success for others to follow.The three large Chinese telecoms operator groups and in particular China Mobile are the worlds largest IoT operators
37、by far in terms of connections,but ARPU levels are low.The GSMA,citing figures from the Ministry of Industry and Information Technology(MIIT),says China ended 2022 with 1.84 billion cellular IoT connections,around 70%of the global total(note that the GSMA figures are higher than those of Transforma
38、Insights).In light of these differing strategies,it is interesting to compare and contrast operators approaches.The European and African telecoms group is the largest IoT operator outside China with revenues of 900 million(about$985 million)in the year ending March 2022.Vodafones focus in terms of d
39、elivering full IoT solutions has been the automotive and insurance sectors.It was the only one of the large operator groups outside China to disclose its IoT revenues in 2021.To date,Vodafone has used acquisitions to build out its IoT business,particularly in automotive(see acquisitions timeline on
40、p.14).But in May,Vodafone and Sumitomo Corporation announced a new business focused on the Economy of things into which the operator will transfer its Digital Asset Broker platform.The companies will own 80%and 20%of the new venture respectively,subject to regulatory approval.They plan to target the
41、 automotive and transport sectors in the UK and Germany initially,followed by other European countries and the US,expanding later to Asia and into smart city applications.The aim is for vehicles,devices and machines to interact and transact with each other without human intervention.The challenge fo
42、r operators is ensuring that the growth in connections outpaces the decline in ARPU.10inform.tmforum.orgChina Mobile is,by a stretch,the worlds largest provider of IoT connectivity.Oranges IoT business is managed by its enterprise division,Orange Business Services.IoT sits within the Smart Mobility
43、Services segment of OBS(the other units being Cyberdefense,Cloud,and Digital and Data).Value propositions comprise basic connectivity,end-to-end solutions and platform and professional services.The operator claims to manage 30.7 million connected objects each day.AT&T restructured its IoT business t
44、o form a new Connected Solutions division in January 2023.Its focus will be connected cars and high-value connectivity enabled by 5G.AT&T was a pioneer in the connected car business,and particularly with GM,but the business had been deprioritized until this latest initiative.AT&T claims to have arou
45、nd 107 million connected IoT devices.The Spanish and Latin American telecoms group has shifted the focus of its IoT business to a unit called Telefnica IoT and Big Data set up to provide digital transformation solutions to businesses essentially an MVNO business but still part of Telefnica Tech.It i
46、s now funnelling all IoT business through this division.Even though the entity buys its connectivity from Telefnica,the transition to an MVNO model is,perhaps,a recognition of the growing power of MVNOs in the IoT market.Telefnica is positioning itself as an end-to-end IoT solutions provider in sect
47、ors including Industry 4.0,retail,transport and logistics,utilities and sustainability/green solutions.In the six months ending December 2022,Telstras IoT revenues were 7.8%higher than in the corresponding period in 2021.The Australian telecoms group focuses on six core value propositions or segment
48、s:connectivity,locate and monitor,industrial IoT,connected vehicles,smart secure spaces and connected supply chain.Telstras IoT initiatives and partnerships span various divisions,including Telstra Health,Telstra Energy and Telstra Wholesale.Each has its own domain-and vertical-focused IoT initiativ
49、es.With 1.69 billion IoT connections at the end of March 2023 and$2.1 billion in revenues,China Mobile is,by a stretch,the worlds largest provider of IoT connectivity.Key market segments for China Mobile include connected cars(China Mobile has more than 200 million Internet of Vehicle connections),s
50、mart factories,smart grid,smart healthcare and autonomous driving.5G and mobile private networks are a major focus.In the next section we examine how operators are aiming to expand their business models by moving beyond connectivity.11inform.tmforum.orgA large majority of IoT connections today use w
51、i-fi or Bluetooth connectivity to connect devices such as smart watches,TV sets or wireless speakers.Transforma Insights estimates there were 13.2 billion connected devices in total globally at the end of 2022.Telecoms operators do not monetize Bluetooth or wi-fi connectivity unless they form part o
52、f a companys private network which they manage.However,it could be argued that the proliferation of connected devices creates a demand for higher speed fixed broadband connectivity which operators monetize through the sale of faster broadband connections.Whereas most Bluetooth and wi-fi IoT connecti
53、ons are in the consumer space,the vast majority of connections to cellular networks,and to dedicated LPWA IoT networks,are B2B.There have been many attempts by mobile operators to build a consumer cellular IoT business,but these have generally failed.For example,in 2017 Vodafone launched a suite of
54、consumer IoT services called Vodafone V to connect home and leisure products to its global IoT network.They included an in-car dongle,a security camera,a pet tracker and a luggage tag.But these products appear to have been discontinued.In 2021 Apple launched AirTag,which pairs with an iPhone using B
55、luetooth to track and find items such as luggage and keys.Looking at the overall IoT market,Transforma Insights forecasts that 61%of total IoT connections in 2030 will be consumer and 39%will be B2B.Growing 5G connectionsFrom a network technology perspective there are many ways of segmenting the mar
56、ket for“monetizable”IoT connectivity over cellular and dedicated LPWA networks.Looking at connectivity across different generations of cellular network technology,Transforma Insights estimates there were 450 million 5G IoT connections at the end of 2022,of which 430 million were LTE-M and NB-IoT(the
57、se are classified as 5G even though they were built on top of LTE networks);770 million 4G(LTE)connections;20 million 3G connections;and 310 million 2G connections.Between 2022 and 2030 the number of 5G connections will grow to 3.15 billion,says Transforma,of which 2.62 billion will be LTE-M and NB-
58、IoT and 530 million“true”5G.LTE connections will grow strongly to 1.71 billion,while the 3G market will disappear and 2G connections will fall to 100 million.Connections to dedicated LPWA networks will rise from 270 million to 1.35 billion between 2022 and 2030.The market for LPWA connectivity acros
59、s 5G and dedicated LPWA networks can also be segmented based on whether the connection is to a public(i.e.national)network or to a private network(a local network for the use of just one company or organization).Transforma Insights estimates that 100%of the 430 million 5G LPWA network customers at t
60、he end of 2022 were on public networks,compared to only 41%of the 270 million dedicated LPWA network customers.By 2030,2%of the 2.62 billion 5G LPWA connections will be on private networks and 52%of dedicated LPWA network customers.Segmenting the IoT market:5G and LTE set to dominateexploring IoT mo
61、netization options beyond connectivitysection 212inform.tmforum.orgWhile demand for smartphone and home/business connectivity is saturated in most developed markets with revenues flat or stagnating there is still plenty of room for IoT connectivity growth.That said,the growth of IoT has not scaled t
62、he heights expected 10 years or so ago when industry research firms,CSPs and network and technology vendors were forecasting between 25 billion and 50 billion cellular-connected IoT devices by 2025.Today,the GSMA estimates 25 billion IoT connected devices in total by 2025 3.1 billion of those cellul
63、ar connections representing a$1.1 trillion global revenue opportunity.As such,those operators with strong ambitions in IoT,and ones with large,sophisticated B2B organizations,are seeking to deliver value beyond connectivity.In a 2021 presentation to analysts and investors,Vodafone gave some insights
64、 into how it views the IoT opportunity and the attractiveness of different business models and value propositions.Unlike many other large telecoms groups,Vodafone has always operated its IoT business as a standalone function,and its focus has been on connectivity rather than selling ICT services and
65、 solutions.Nevertheless,the end-to-end solutions business at Vodafone is growing faster than connectivity,albeit from a small base,according to the presentation(at greater than 30%year-on-year compared to 10%for connectivity).13inform.tmforum.orgTo start delivering end-to-end solutions Vodafone made
66、 a number of vertical-specific acquisitions(see timeline on p.14).Perhaps most significantly,Vodafone group subsidiary Vodacom acquired a 51%share of specialist South African IoT solutions provider IoT.nxt in 2019.It is now branded as a Vodafone company and a key“partner”in end-to-end IoT solutions.
67、In 2020 they launched a service aimed at extending managed IoT services from just large enterprises and into the small and medium-sized business space.Vodafone says it has grown its connectivity business from 1 million connected devices in 2009 to more than 159 million today in 190 countries.In its
68、2022 annual report the operator said it is considering“splitting off”its IoT business,leading to speculation about its plans for the unit with some sources saying it could now sell off up to a 49%stake.But the deal with Sumitomo Corp.to set up a joint venture Economy of things business,outlined on p
69、.9,dovetails with the operators strategy to deliver end-to-end solutions.Operators with strong ambitions in IoT are seeking to deliver value beyond connectivity.14inform.tmforum.orgKey Vodafone IoT acquisitionsConnectivity growth versus ARPU declinesWe estimate that close to 90%of CSP IoT revenues t
70、oday come from the sale of connectivity.This can either be to a traditional cellular network,from 2G through to 5G,or connectivity to an IoT network that is designed for services that generate relatively little traffic and require low speeds and throughput.These low power wide area(LPWA)IoT networks
71、 are either dedicated networks long range(LoRA)or Sigfox or are built on top of existing LTE networks narrow band IoT (NB-IoT)and LTE-M.The proliferation of IoT networks is a function of the sheer diversity of IoT use cases and their connectivity requirements.For example,when it comes to coverage,is
72、 it hyper-local or national?Does it need indoor coverage,or coverage in a remote location?And what about international roaming?Similarly,speed and throughput requirements vary hugely.Many applications generate very little traffic,and it is low speed and low bandwidth.Others for example,applications
73、that use video need fast speeds and consume large amounts of data.Other variables include the extent to which applications require mobility(roaming),low latency or security.As such,mobile operators need different networks with different attributes.IoT ARPU reflects this diversity.IoT research firm T
74、ransforma Insights has coined the term“$1 IoT”for low-data-consuming applications that may generate as little as$1 ARPU per year.China Mobiles most recent financial results,for the year ending December 31,2022,reveal that IoT ARPU fell from$0.13 per month in 2021 to$0.11 in 2022.Most of China Mobile
75、s IoT growth it currently claims 1.06 billion IoT“card customers”has come from LPWA network services in recent years.The basic IoT connectivity business comprises the sale of SIM cards with attached data pricing.But the prices themselves vary based on whether the sale is made on a wholesale basis to
76、 an MVNO or some sort of service“wrapper”is included which allows the operator to charge a higher price.Matt Hatton,founding partner of Transforma Insights,uses the term“contextualization”to describe pre-sales and post-sales support that could be offered alongside connectivity to deliver additional
77、value.The graphic on the next page sets out some of the possible IoT propositions for operators from simple connectivity to end-to-end solutions.GRANDCENTRIX-INDUSTRIAL SOLUTIONS200182019ZELITRON-HEALTHCARECOBRA-AUTOMOTIVEMEZZANINE-AGRICULTUREIOT.NXT-SMART BUILDINGS&INFRASTRUCTURE15inform
78、.tmforum.orgThere is a lack of available CSP data outside China to be able to state equivocally that IoT ARPU is declining.However,piecing together the data that is made publicly available about the growth of IoT connections on the one hand,and IoT revenue growth on the other,does support this conte
79、ntion.As we detailed in section 1,Transforma Insights estimates that the top 37 operator groups globally,accounting for close to 99%of connections,collectively saw their IoT customer bases grow by 17%in 2022 and 20%in 2021.The nine operators for whom we tracked revenues in the period 2018 to 2021 fo
80、r our benchmark report,meanwhile,recorded 16%revenue growth in 2020 but just 11%in 2021.We were unable to produce data for 2022 because most operators have stopped publishing revenue data.This ARPU decline is a function of growth coming from the LPWA,low-ARPU market and of price erosion generally.Vo
81、dafone calculates that its IoT connectivity business has a contribution margin of 80-90%,much higher than for the other roles that it plays in the delivery of IoT services.But moving into other areas of the value chain could help operators grow revenues.IoT MVNOs are making their markMVNOs have been
82、 a feature of the mobile business for more than 20 years and they are now gaining considerable traction in the IoT space.IoT MVNO leaders such as Kore Wireless in the US and Wireless Logic in the UK are more than just resellers of IoT connectivity.They have built cloud-native architectures for their
83、 regional and global capabilities and added new features in areas such as security and connectivity management.Operator IoT propositionsTM Forum,2023ConnectivityConnectivity+Connectivity+and hardwareEnd-to-end solutions80-90%70-80%25-35%45-55%CONTRIBUTION MARGIN*LPWA (NB-IoT,LoRA,Sigfox),LTE or 5G.E
84、merging interest in satellite connectivityContextualization(e.g.pre-sales/post-sales support)*Mobile device managementConnectivity managementDevice/module ecosystems are now emerging for LTE Sourcing small(1,000)orders of devices can be difficultMay require a dedicated platform,with opportunities to
85、 replicate within a given vertical/segmentCSP ROLE /TECHNOLOGY*SOURCE VODAFONE.THE CONTRIBUTION MARGIN FIGURE FOR CONNECTIVITY+IS A TM FORUM ESTIMATE*TRANSFORMA INSIGHTS USES THE TERM CONTEXTUALIZATION16inform.tmforum.orgMany are recording faster growth in connections than the sector as a whole and
86、are drawing interest from private equity,venture capital and other investors including telecoms operators themselves.The evolution of SIM card technology is also playing to the strengths of MVNOs.Embedded Universal Integrated Circuit Card(eUICC)technology allows MVNOs,for example,to switch mobile ne
87、twork operators over the air rather than having to physically swap out SIM cards.MVNOs typically have relationships with multiple operators,so this just makes the process of changing operators for example to benefit from lower prices or new features smoother and cheaper.The fragmented nature of the
88、MVNO market in terms of the different use cases and applications that IoT connectivity supports also plays to the existence of a rich MVNO sector.No operator can build knowledge and expertise in every vertical market,so it makes sense to use MVNOs to reach those segments where they have greater expe
89、rience and expertise.Mobile network operators recognize this and in recent years many have built stronger wholesale propositions for IoT MVNOs.In a report published at the end of 2021 Transforma Insights estimated that 22%of cellular IoT connections worldwide were supported by MVNOs.Moving up the va
90、lue chainIt has long been an aspiration for CSPs to deliver IoT services beyond connectivity.Research firm Omdia estimates that in 2022 network connectivity accounted for just 10.7%of an$87 billion global cellular IoT market.Most of the value was captured by application enablement platforms(44%)and
91、consultancy(40%).Furthermore,while network connectivity revenues will grow by just 18%between 2022 and 2027,application enablement platform revenues will rise by 314%and consultancy revenues by 114%,says Omdia.So,which other parts of the value chain are,in theory,open to CSPs?Application enablement
92、platforms(AEPs)are the software and services that allow applications developers to implement their own features and functionalities.Even though IoT applications span a variety of use cases and vertical markets,they share common functional needs which make it possible to deploy horizontal tools and i
93、nfrastructure.AEPs are deployed in areas such as device and data management,and cybersecurity.However,there is no common,accepted view of what an AEP is,or what it delivers,and AEP vendors vary in terms of how they approach IoT both technically and strategically.CSPs are not currently active in the
94、AEP space,although it is theoretically possible that an operator could seek to carve out a role if it were successful in a specific IoT segment and saw an opportunity to sell or license the solution to other CSPs.There are opportunities for CSPs to play both in the platform and the consultancy space
95、,although their successes so far have been relatively modest.On the platform side,connectivity management platforms(CMPs)are required to manage the connectivity services delivered to the enterprise effectively IoT-specific business and operational support systems(BSS/OSS).It has long been an aspirat
96、ion for CSPs to deliver IoT services beyond connectivity.17inform.tmforum.orgCMP vendors include the large network equipment providers;BSS/OSS vendors and connectivity providers including MVNOs and mobile virtual network enablers(MVNEs)Kore Wireless and Transatel(owned by NTT);and Vodafone,Verizon a
97、nd China Mobile.Within the broader AEP category there may be some niche areas in which CSPs can find a role to play such as device management.Omdias value chain does not include IoT devices,but it does cover IoT modules computing components embedded in devices to enable wireless communication betwee
98、n the device and the network the market for which will grow from$4.2 billion in 2022 to$4.7 billion in 2027,according to the research company.Gaining a higher profileAccording to a recent blog from Hatton at Transforma Insights,the traditional separation between devices and connectivity may be showi
99、ng signs of fraying,with device vendors using the advent of the eSIM to bundle connectivity.Connectivity providers are also coming to the realization that devices are often the starting point for the development of an IoT solution and that,as such,they can gain a higher profile in terms of the overa
100、ll solution.“Another stimulus is the requirement for cross-optimisation of devices,connectivity,protocols,application,cloud and other IoT solution elements,something which has become even more pressing given the increasing use of more constrained(and IoT appropriate)technologies,”notes Hatton in the
101、 blog.We are also seeing operators playing a role in securing devices,and relevant device software,in the mobile private network space.Graham Wilde,Head of Business Development at Three Group Solutions,part of Hutchison Telecom,told us in a briefing that securing specialized device modules for new u
102、se cases for example,for connected ports can be difficult because an LTE/5G module ecosystem is only now emerging and module vendors are not used to meeting demand for a relatively small number of devices.Vodafone cites hardware sales as one of its IoT economic models with a contribution margin esse
103、ntially the selling price per unit minus the cost of 25%-35%.The benefits of reselling hardware,according to the operator,are the pull-through of connectivity sales.Vodafone also cites its global scale as one of its strengths in the devices space.Consultancy and systems integrationConsultancy is a b
104、road“services”category that includes systems integration,managed operations,engineering and testing and advisory services.Many different companies provide such services.In some cases these are dedicated professional services firms all the way from niche vertical or segment-specific specialists to gl
105、obal systems integrators working on large national or multinational projects.But consultancy is also delivered by companies occupying different parts of the value chain,such as specialist MVNOs,platform providers or device vendors.Connectivity providers are coming to the realization that devices are
106、 often the starting point for the development of an IoT solution.18inform.tmforum.orgFrom an operator perspective this“services”category represents both a legacy business and a new one.Operators have been running managed network and IT businesses for large enterprises for many years,although this re
107、lates more to traditional enterprise telecoms networks than to IT networks.IoT services is a new business,or opportunity,to the extent that CSPs will need to develop or acquire new business consulting skills if they are to provide services to enterprises installing specialized ICT systems based on I
108、oT technologies.The relationship,in terms of growth and market evolution,between managed IoT services and IoT platforms is also worth exploring.Analysts at Omdia expect IoT platform revenues to grow much faster than consulting revenues in the period 2022 to 2027.However,analysts at Transforma Insigh
109、ts note that the“platformization”of the IoT business has not panned out as was generally expected.“Whereas 3-5 years ago we were still at the peak of the IoT platform,today we are part way through the deplatformisation of IoT,”notes Transforma Insights Hatton in his blog post.Hattons contention is t
110、hat IoT solutions are bought in a vertical way and that horizontal platforms dont necessarily address their distinct needs.The IoT business today is“at heart a market consisting of hundreds of discrete sub-markets each requiring their own approach”,he says.As such,“enterprises for the most part need
111、 their hand holding in some way in the deployment of their IoT projects”.The companies best positioned to provide these vertical-specific solutions tend to be companies focused on that particular sector.This could,in theory,be a telecoms operator,but it is much more likely to be a vertical-specific
112、systems integrator or an applications or device vendor.The table on the next page outlines some of the potential business models for operators aiming to move up the value chain to deliver IoT services beyond connectivity.In the next section we explore how 5G,edge computing and mobile private network
113、s(MPNs)are impacting IoT business models.CSPs will need to develop or acquire new business consulting skills if they are to provide services to enterprises based on IoT technologies.19inform.tmforum.orgCan operators move up the IoT value chain?WholesaleNational wholesale access to MVNOs for both LPW
114、A and LTE/5G,increasingly via APIs.Most operators provide wholesale access to MVNOs,particularly in those countries with open MVNO markets.AggregationWholesale access to MVNOs and developers in multiple countries and regions via APIs.Mobile roaming allows CSPs to offer customers connectivity outside
115、 of their home markets.However,the arrival of eSIM technology,and national regulations about permanent roaming,give room for operators to differentiate themselves.In future,edge and QoS roaming will become key considerations for both operators and IoT customers.ConnectivityRetail connectivity to ent
116、erprise customers.Includes selling connectivity on third-party marketplaces such as Amazon Web Services.Mobile operators have several networks to offer IoT connectivity.Many have also invested in narrowband IoT connectivity,either as an add-on to their LTE networks(LTE-M and NB-IoT)or via a dedicate
117、d new access network(LoRA,Sigfox).Differentiated connectivity experiences using network-as-a-service/network slicing will give more options.Satellite connectiivty will fill in the black spots in IoT coverage.Connectivity+managed connectivityConnectivity and managed connectivity with a thin service/s
118、upport wrapper.The evolution of IoT more as a managed services business rather than a horizontal platform play has meant that there is more opportunity for CSPs to deliver additional value including pre-and post-sales support.Connectivity+devicesSourcing devices/modules and bundling with connectivit
119、y.Mobile operators have considerable expertise,and leverage,when it comes to sourcing connected devices.This is largely a function of their consumer businesses(smartphones,set-top boxes,routers),while on the B2B side they work with a broader set of hardware vendors.Sourcing IoT modules and devices c
120、an be difficult because of the high levels of customization required and the relatively small volumes.IoT marketplaceReselling third-party IoT products and services via a portal/marketplace.In addition to making their own products available via their websites,CSPs can sell complementary third-party
121、products,services and solutions.These marketplaces can be structured by product or solution category(hardware,platforms,developer kits,services etc.),by application area or by vertical market.IoT platformExposing telco assets to enterprises and developers for the creation of IoT solutions.New platfo
122、rm opportunities at the edge.It is difficult to imagine how most operators could feasibly develop a horizontal IoT platform to compete with global software and cloud companies.To date,the anticipated platformization of the IoT business has not transpired and solutions remain largely verticalized.CSP
123、s would need to acquire considerable expertise most likely via acquisitions to build a compelling vertical market platform offering.End-to-end solutionsFull IoT solutions,provisioning of a range of integration and professional services,orchestrating partner ecosystems.End-to-end solutions are mainly
124、 delivered by segment specialists or by professional services organizations.Both these sets of companies have a combination of business and domain expertise.Operators need to either grow these capabilities organically and persuade potential customers of their expertise or acquire existing players.BU
125、SINESS MODELCSP OPPORTUNITYKEYn YES,THIS IS A NATURAL SPACE FOR TELCOS TO PLAY IN.n YES,BUT WILL REQUIRE INVESTMENT/NEW CAPABILITIES.n POSSIBLY.THIS IS NOT A NATURAL PLACE FOR CSPS TO PLAY IN AND MAY REQUIRE ACQUISITIONS OF NEW CAPABILITIES.n NO,THIS WILL NOT BE A MAJOR PLAY FOR OPERATORS,EVEN WITH
126、ACQUISITIONS.next-generation IoT:5G,edge and MPNssection 320inform.tmforum.orgThe arrival of 5G networks has not resulted in the explosive growth for IoT that many had expected,or at least hoped for.Indeed,the slow,steady growth of IoT has,so far,barely been impacted by 5G.The exception is the telec
127、oms market in China where the three national operators generated$33 billion in“industry Internet”revenues in 2021,of which a substantial portion was enabled by 5G.There are a number of reasons for this lack of impact,including:5G offers few benefits,in terms of speed and throughput,compared with LTE
128、 The 5G technology ecosystem,particularly for modules and devices,remains immature Multi-access edge computing(MEC),which is required to deliver low-latency 5G connectivity and is seen as one of its key advantages over existing network technologies,has yet to be deployed to any great degree New 5G c
129、ore networks,which will allow operators to offer their customers service level agreements(SLA)relating to the characteristics of 5G connectivity,remain under development.Nevertheless,there have been enough trials and proofs of concept to build a solid picture of how 5Gs capabilities may be leveraged
130、 in IoT.Furthermore,we are already seeing commercial deployments of 5G IoT in mobile private networks(MPNs).Some of these involve operators,while in other cases enterprises have secured their own spectrum and are contracting directly either with systems integrators,network equipment providers or MVN
131、Es.21inform.tmforum.orgTransatel,for example,provides a 5G(private and public)network IoT solution for the industrial,IT and automotive sectors in France,Belgium,Italy,Japan and the US.Targeted applications include edge computing and AI-based applications such as video content analysis and autonomou
132、s robots and vehicles.The MVNEs customers include Airbus and automotive manufacturer Stellantis.In a recent report Omdia estimates 5G will generate nearly$9 trillion worth of“economic output sales enablement in massive IoT and mission-critical services by 2035”.In the near term,the impact of massive
133、 IoT will be seen in existing IoT use cases,such as asset tracking,which has widespread relevance across many industries,including manufacturing,transportation and storage,and mining and quarrying,say the report authors.In the longer term,5Gs enhancements related to massive IoT,including power savin
134、gs and a greater connection density,will open opportunities in other areas,such as smart cities,smart agriculture,and remote monitoring.The slow,steady growth of IoT has,so far,barely been impacted by 5G.22inform.tmforum.orgUltra-reliable communications represents the transition of cellular network
135、connectivity away from best effort.The benefits of 5G IoTThe three sets of capabilities that are commonly used to describe the benefits of 5G are useful in exploring future use cases:1.Massive machine-type communications(mMTC)is designed to connect large numbers of devices that have low bandwidth an
136、d throughput requirements and where the devices require a long battery life.The market for these LPWA services is currently met by LTE-M and NB-IoT capabilities built on top of LTE networks but now included as part of the 5G family of technologies.LTE-M and NB-IoT can also operate in 5G spectrum ban
137、ds,but there are no signs today of capacity issues in LTE which would force operators to use new spectrum for these services.2.Enhanced mobile broadband(eMBB)delivers faster speeds than other network technologies to allow for new use cases such as high-definition video streaming and augmented and vi
138、rtual reality(AR and VR).LTE networks are already delivering video connectivity for use cases that sit within machine vision,a collective term for the technology and methods to provide imaging-based inspection and analysis for a variety of industrial applications.5G,which delivers higher speeds and
139、more network capacity than LTE,will,in time,become the preferred network technology for such applications.3.Ultra-reliable and low-latency communications(URLLC)is,arguably,the 5G capability or use case which will have the greatest impact on the IoT market.There are two parts to URLLC.Firstly,low-lat
140、ency connectivity is a function of moving core network functions closer to where the relevant device is using the networks in other words,the network edge.Secondly,ultra-reliable communications represents the transition of cellular network connectivity away from“best effort”where the network does no
141、t provide any guarantee that data is delivered,or that delivery meets any quality of service.Phil Skipper,Head of IoT Business Development at Vodafone,believes that URLLC introduces a new capability for IoT services more broadly.“Everything we do today either tells you where something is,or what its
142、 status is,or a combination of the two,”he says.“For example,if its fleet management,its where is the car?It is the same for other IoT use cases such as mobile asset tracking or condition monitoringBut 5G introduces a new use case,a third one,which is about control.And that is the trend.Latency per
143、se is not important;what I need is a deterministic network response.I need quality of service to make sure that the network always responds in the same way.Because if I dont have that,I cant control anything.”23inform.tmforum.org5G IoT use cases:no shortage of potentialTodays 5G networks are limited
144、 in terms of the functions and capabilities they can offer beyond LTE.5G started out with the launch of networks(and devices)based on Release 15 of 3GPPs 5G standard the first full set of 5G standards.The completion of Release 16 in mid-2020 gave operators the potential to launch new URLLC capabilit
145、ies using 5G standalone(5G SA)networks.Release 17,which was frozen in June 22,supports a new specification,5G NR-Light,which targets less complex IoT devices including sensors and video cameras.Release 18,which is branded as 5G Advanced,will deliver improvements in critical communications applicatio
146、ns,extended reality and AI.With the full 5G standard nearing completion,we can start to build a clearer picture of some of the most compelling 5G IoT use cases.Following are some of the potential initial applications.DronesThere has been considerable interest in using 5G connectivity for drones and
147、robots.The 5G!Drones consortium which includes Nokia and Orange as well as drones specialists and applications and solutions providers is trialing several unmanned aerial vehicle(UAV)use cases that deploy the three core 5G capabilities(mMTC,eMBB and URLLC).The project uses 5G network slicing to simu
148、ltaneously run the three types of UAV services on the same 5G infrastructure,including the RAN,backhaul and fronthaul,and core network.Vodafone has been experimenting with drones since 2016.Most recently,as part of its network-as-a-platform strategy,it has launched a drone coverage API,which allows
149、companies to produce coverage maps using intelligence from the network.This is essential for drone operators to plot pre-determined flight paths,avoiding obstacles or crowded areas while ensuring the drone has constant contact with a control center.Use cases for connected drones are many and varied.
150、They include inspection of remote facilities such as power lines or telecoms networks and a whole range of applications in agriculture such as crop spraying,surveying and mapping,and crop health monitoring.There has been considerable interest in using 5G connectivity for drones and robots.24inform.t
151、mforum.orgVideo surveillanceThe growth of video surveillance in our towns,cities and transportation arteries presents the telecoms industry with a strong opportunity to deliver connected services.Video surveillance cameras today are connected by ethernet or by wi-fi when,for example,they are inside
152、or close to a building.But in many cases it is not commercially viable to connect cameras,and video footage is stored locally onto micro-SD cards or hard drives so that it can be viewed later.Research firm Gartner forecast several years ago that connected surveillance cameras would be the biggest ma
153、rket for 5G IoT connectivity in the short term,surpassed by embedded connected car modules this year.However,the biggest obstacle today is the lack of availability of 5G-ready cameras,a situation aggravated by chip shortages.Connected stadiumsConnectivity within stadiums has been touted as a 5G use
154、case for several years,and large vendors including Ericsson and Cisco have dedicated connected stadium businesses.In 2019,for example,Telefnica and Ericsson announced that Barcelonas Camp Nou stadium had been connected with 5G.But while there have been many announcements and initiatives to deliver 5
155、G coverage to sports stadiums,in most cases these merely represent projects designed to deliver better connectivity to smartphones connected to existing mobile networks.And while many deals have been struck between mobile operators,stadium connectivity specialists and the owners of sporting franchis
156、es,the IoT elements to those deals tend to be more focused on the deployment of Wi-Fi 6 connectivity as a private network,as opposed to the 5G connectivity which is part of a larger,national network.Cisco,for example,last year connected Real Madrids home stadium the Santiago Bernabu using Wi-Fi 6 te
157、chnology.Automated guided vehiclesAGVs are the term given to robots used in industrial environments to perform a range of repetitive tasks and to move heavy materials for example,on a factory floor or within a wider campus area.5G connectivity can prove more reliable than wi-fi when connectivity is
158、required across different outdoor and indoor environments.It can also perform better when the network is heavily loaded.AGVs are used in a range of sectors,from ports and airports to manufacturing facilities and warehouses.They offer a good example of the benefits of combining connectivity with on-p
159、remises or edge computing applications to make real-time navigational decisions.AGVs offer a good example of the benefits of combining connectivity with on-premises or edge computing applications.25inform.tmforum.orgLTE-connected or 5G-connected AGVs represent a popular use case in MPNs hyper-local
160、environments where macro-network connectivity is either patchy or non-existent.Ports,airports and Industry 4.0/manufacturing are the largest segments today for MPNs.Read our reports Mobile Private Networks:exploring the CSP opportunity and Telco revenue growth:taking it to the next level to find out
161、 more about MPNs.Connected cars and vehiclesThe rapid buildout of 5G networks in many countries is seeing automotive OEMs gearing up for connectivity which has been dominated by LTE for the past 10 years.Among the new applications that 5G will support are vehicle-to-everything(V2X)communications,adv
162、anced driving assistance systems(ADAS),emergency calls,over-the-air software updates and infotainment services.OEMs that have already committed to 5G include Ford and General Motors(with AT&T),and BMW USA(with T-Mobile).Smart grid and smart chargingSmart grids are being deployed to better manage an
163、increasingly complex electricity-generating sector which is profoundly changing as a result of new,sustainable and highly localized energy sources.Cellular connectivity is emerging as a prerequisite to provide real-time visibility,monitoring and management of these smart grids.This is another use ca
164、se ideally suited to MPNs,which offer high security and,in the case of 5G,the ability to carry large volumes of data between the sensors and HD cameras that monitor the grid and cloud-based inspection platforms.Electric vehicle(EV)charging will have a major impact on how electricity is stored,transp
165、orted and downloaded from smart grids.EV charging stations collect and exchange data in real time to deliver a good customer experience to EV drivers and to facilitate payments.As the EV charging sector evolves,many of the capabilities of 5G will be leveraged to meet the interest of the companies in
166、 the ecosystem.Cellular connectivity is emerging as a prerequisite to provide real-time visibility,monitoring and management of smart grids.26inform.tmforum.orgLess edge,more private networksThe rollout of edge networks and more specifically multi-access edge computing(MEC)has been slower than antic
167、ipated.While many operators have run trials,many of them with the big hyperscalers as we detailed in our report MEC:operators on the edge,few have launched dedicated edge services or found ways to monetize the opportunity.The deployment of edge computing facilities goes hand-in-hand(from CSPs perspe
168、ctive)with the deployment of 5G SA infrastructure.But the Global Mobile Suppliers Association(GSA)estimates that by January 2023 only 32 operators in 21 countries had launched public 5G SA networks.Even in these cases deployments and use cases are limited.There has also been a realization,over the p
169、ast two to three years that competing with public cloud providers and building out their own edge computing facilities is not a viable option for CSPs.Rather,they need to partner with one or more of the major hyperscaler platforms:Google Cloud Platform,Amazon Web Services(AWS)and Microsoft Azure.Par
170、tnership models are still emerging but are likely to involve some sort of revenue share for services sold to the end user.It is useful to think of the MEC market as two sets of product offerings:public MEC and private MEC.While public MEC is deployed to meet a number of different customers there cou
171、ld be a case for deploying public MEC facilities in a commercial or financial district of a city,or in a business park,for example private MEC is for the dedicated use of one company or organization.Private MEC is already establishing itself in MPNs.All three of the big hyperscalers have built edge
172、computing solutions for MPNs and are partnering with different service providers,including LTE and 5G operators.Public MEC is a tougher nut to crack.US operator Verizon has been one of the most aggressive in terms of buildout,partnering with AWS to provide public MEC services in AWS Wavelength Zones
173、 in 19 locations throughout the US.The companies say they plan to roll out 5G Edge to more cities over time with the aim of enabling developers and businesses to build and deploy applications such as machine learning,IoT and video and game streaming.Vodafone,meanwhile,claimed to be the first operato
174、r to launch AWS Wavelength in Europe,in June 2021,embedding compute and storage services at the edge of CSPs 5G networks.Its Distributed Edge customers include transport technology company Aurrigo,which is pioneering autonomous vehicles,and wearables technology company Sportable,which uses 4G/5G MEC
175、 IoT SIMs.Sportables Match Tracker technology captures player and ball movement on sports pitches,delivering real-time insights to coaches,officials and broadcasters.Julian Watson,Principal Analyst,IoT,at Omdia,in its report says:“On the edge,applications players are focusing on the capability of ed
176、ge compute to enable low-latency IoT applications.From an analytics perspective,edge in IoT is all about performing on-device artificial intelligence(AI),or extracting data from constrained edge devices and ingesting it into the cloud and into core enterprise systems.”on theedgeREPORTMEC:operatorsAu
177、thors:Sponsored by:Rob van den Dam,Contributing AnalystAnne Morris,Contributing AnalystEditor:Ian Kemp,Managing EditorJune 2022|inform.tmforum.orgTo find out more about the MEC services other operators are providing,and their partnerships with hyperscalers,read our reports:27inform.tmforum.orgIn 201
178、9 TM Forum developed an Internet of Things(IoT)Device Management API suite to simplify end-to-end IoT device management.Developed in collaboration with Axiata,Vodafone and the IoT Forum,it uses TM Forum Open APIs to speed up prototyping and commercial IoT deployments so that CSPs can expand quickly
179、into vertical markets.As part of the project The IoT Service Management Component Suite was created to capture the minimal essential operational APIs needed to manage IoT services end to end.It is designed to accelerate IoT infrastructure-as-a-service and help manage IoT at scale.“TM Forums API Comp
180、onent suites enable CSPs to gain much higher margins by reusing the base IoT platform,based on IoT service management and device management,thereby only needing to recreate at the application layer for each deployment or use case,”says Joann OBrien,Vice President Digital Ecosystems,at TM Forum.“Trad
181、itionally,we see telcos create bespoke stacks for IoT,and we want to demonstrate that approximately 80%could be reused via the TM Forum IoT service management and device management layers.”The TM Forum IoT Platform Reference Architecture,meanwhile,sets out how to use Open APIs to create a partner-dr
182、iven IoT business using the Device and Service Component Suites.The work defines a set of related integration reference points to be used when integrating different partners to an IoT platform,and also includes sets of IoT business and technical capabilities exposed using Open APIs.Many of TM Forums
183、 Catalysts have IoT elements,including Intelligent Mobility Ecosystem for Connected Smart Devices,which sets out to create a scalable blueprint and reference implementation for the automotive industry using 5G network slicing,AI/machine learning,digital twin technology,blockchain and IoT technologie
184、s.Another Catalyst 5G Industry Edge Cube,led by China Unicom,sets out to build a self-evolving,converged 5G edge computing system.The project aims to create a closed-loop digital twin of the entire lifecycle of industrial manufacturing,including unified management of IoT devices.Find out more about
185、TM Forums API component suites or contact Joann OBrien.TM Forum Open APIs drive IoT deploymentsHow Telecom Operators Can Unleash the Potential of Edge and IoTAdditional feature by Volt Active Data28inform.tmforum.orgThe convergence of edge computing and the Internet of Things(IoT)has revolutionized
186、the telecommunications industry.Telecom operators now have a unique opportunity to capitalize on this technological synergy and monetize edge and IoT deployments.Beyond merely providing connectivity,telecom operators can unlock new revenue streams by leveraging the power of edge computing and the va
187、st network of interconnected devices.In this article,we will explore how telecom operators can monetize edge computing and create new revenue streams.First lets define our terms.Where is the edge?Its not so much a question of“where”but“what”.People tend to think of “edge”as a specific location but i
188、ts more like a concept.An“edge”is simply the optimal data processing location in relation to the data source sometimes this location is at the source,and sometimes its further away.In this sense,a good way to think of“edge”is like“having an edge”(ie,advantage)by processing data at whatever location(
189、in relation to the data source)that gives you the most benefit.This means that an“edge”can be:In-device(e.g.,gateways and robots)On-premises.(e.g.,factories,warehouses,and manufacturing plants)At local edge zones At the network edge.(e.g.,AWS Wavelength Zone,Azure Edge Zones,Google Mobile Edge Cloud
190、)In the cloud(Yes,for some applications,the cloud is the closest meaningful location for establishing the best context for the best decisions and actions.)Bringing intelligence to the edge enables processing data meaningfully closer to where it is generated,thereby reducing latency and improving per
191、formance.The Edge+IoT OpportunityTelecom operators have a few options to participate in the confluence of edge and IoT:on-premises via private networks and through network edge locations.There are varying benefits across the different types of edgeSTL Partners&Volt Active Data-2023 Edge&IoT ProgramH
192、ow Telecom Operators Can Unleash the Potential of Edge and IoT29inform.tmforum.orgOperators have been busy partnering with major hyper-scalers to launch network-edge locations.However,they dont yet understand how to monetize edge computing beyond just providing a“short-circuited”connectivity.There a
193、re eight primary edge monetization areas:1.Vertically integrated machine learning and edge intelligence solutions2.Managed cybersecurity services3.Systems integration of private networks and edge computing MEC customer premise equipment4.Enhanced SLA guarantees as add-ons5.Marketplace for enterprise
194、 and commercial IoT solutions6.Partner networks for hyper-personalized campaigns and offers7.Edge as a service8.Data analytics Lets look a little deeper into each of these avenues and discuss a few examples in each category.Vertically Integrated SolutionsOperators can create a partner network with i
195、ndustry-specific specialists to provide end-to-end turnkey solutions to enterprises and enjoy revenue sharing.They can also build the solution themselves by bringing the vertical expertise in-house and thus provide managed services of the solutions.Examples of such solutions include fleet management
196、;supply chain management;machine health monitoring and preventative action recommendations;medical equipment monitoring and maintenance scheduling;building monitoring;smart grids and smart meters;and oil and gas exploration and installations.With the necessary pre-provisioned and preloaded algorithm
197、s,data formats,and technology platforms,operators can even go further up the value chain by providing services such as preventative maintenance to avoid unplanned downtime of networked assets.Network edge locations are perfect for offloading these workloads from on-premises to a nearby network edge,
198、thus making Industry 4.0 an accessible objective for enterprises of all sizes.And with well-designed edge orchestration,businesses can enjoy resiliency and business continuity as an add-on value.Edge computing can lead to bottom line benefits,for both costs and revenuesAdditional feature by Volt Act
199、ive DataSTL Partners&Volt Active Data-2023 Edge&IoT ProgramHow Telecom Operators Can Unleash the Potential of Edge and IoT30inform.tmforum.orgManaged Cybersecurity ServicesSince the telecom operators are providing the connectivity to begin with,they are uniquely positioned to provide first-contact d
200、etection of cybersecurity threats either to the network or even the IoT assets connected to the network.When augmented with machine learning and a platform that can incorporate ML insights into real-time network traffic monitoring,the threats can be detected before their completion and prevented alt
201、ogether.These services can be monetizable on top of connectivity.For example,in a smart metering solution,a spoof meter can be detected before it infiltrates the network and does damage Systems Integrators with MEC appliancesTelecom operators have a wealth of experience in running networks and maint
202、aining them.This could be transferred to a systems integrator to aid enterprises embarking on private networking journeys.In several of these cases,multi-access edge computing customer-premise equipment can be preloaded with the appropriate vertical specialty systems,transforming them from commoditi
203、zed hardware into purpose-built appliances for specific industries.Then,the management and maintenance of these appliances could be another revenue stream for operators.Along with the vertical-specific systems,operators can preload the MEC appliances with horizontal partner technology for enterprise
204、 customers to augment the solution with their own custom applications,as well.Enhanced SLA Guarantees Networks are either“no guarantees”(ie,no SLAs)or SLA-based.For SLA-based networks,telecom operators can put control measures in place to detect key performance parameters such as bandwidth,scale,lat
205、ency,and uptime.These SLAs must be maintained on both the front-haul and the mid-haul to ensure end-to-end network quality.Network security management can be another area where network probes report information via a holistic,real-time decision intelligence platform that can be codified to thwart se
206、curity risks as they are happening instead of having to do damage control after the fact.Marketplace for Enterprise and Commercial IoT SolutionsIn addition to providing vertical-specific solutions via partners or themselves,operators can provide a marketplace infrastructure where third-party solutio
207、ns can be directly listed to be available for enterprises.Since the operators are already partnering with hyperscalers,the required marketplace technology is already established.These marketplaces would be operator-specific in addition to the generic cloud marketplace operated by the hyperscalers.Th
208、is opens up opportunities for revenue-sharing.The business support system(BSS)solutions can then be extended to encompass the partner system usage in addition to network resource usage.Additional feature by Volt Active DataHow Telecom Operators Can Unleash the Potential of Edge and IoT31inform.tmfor
209、um.orgPartner Networks for Hyper-Personalized Campaigns and OffersOperators can create a retail and service providers partner network that can be used to reach out to telecom consumers with attractive,well-timed offers.An example of this is a Volt customer Flytxt,who developed the driving engine for
210、 customer propensity tracking and campaign/offer matching based on a variety of factors that go into hyper-personalization platforms.Flytxt already had the expertise,algorithms,and scores to track and manage consumer personas.This information and intelligence can then be augmented by the operators k
211、nowledge of the customer,and geo-location-based relevance can be established to engage the right partners with the right offers for the right consumers at the right time.Edge as a Service(EaaS)Edge locations and orchestration can be offered as services to independent software vendors such as AR/VR a
212、nd gaming companies that can then use the shorter round trip to the edge locations to provide a more immersive experience for their customers.EaaS opens up opportunities for telecom operators to charge customers based on the resources they consume,such as processing power,storage,and bandwidth.This
213、pay-as-you-go model enables businesses to scale their applications seamlessly while minimizing upfront costs.Telecom operators can offer a variety of deployment options,ranging from public to private edge environments,catering to diverse customer needs.Data AnalyticsNetwork and customer data can be
214、correlated to provide data analytics to enterprises to serve their customers better and improve customer acquisition and retention efforts.These can even be simply observability metrics with the network that enterprises can then use to provide SLAs and guarantees to their end customers.In conclusion
215、,as edge computing continues to evolve,telecom operators will need to adapt and innovate to stay ahead of the curve or they will be relegated to eventually becoming utility companies.Right now,telecom operators have the opportunity to monetize edge computing and IoT in myriad ways and in doing so go
216、 beyond being just connectivity providers.Operators need to take a proactive approach by understanding the developing real-time edge/IoT use cases and providing solutions for those use cases as ready-to-use turnkey implementations.These new revenue streams can help telecom operators stay competitive
217、 and create new opportunities for growth in an increasingly crowded market.For more information on our Edge and IoT Platform report series with STL Partners please visit our site.Additional feature by Volt Active Datatm forum open digital framework32inform.tmforum.orgThe TM Forum Open Digital Framew
218、ork provides a migration path from legacy IT systems and processes to modular,cloud native software orchestrated using AI.The framework comprises tools,code,knowledge and standards(machine-readable assets,not just documents).It is delivering business value for TM Forum members today,accelerating con
219、cept-to-cash,eliminating IT and network costs,and enhancing digital customer experience.Developed by TM Forum members through our Collaboration Community and Catalyst proofs of concept and building on TM Forums established standards,the Open Digital Framework is being used by leading service provide
220、rs and software companies worldwide.Core elements of the Open Digital FrameworkThe framework comprises TM Forums Open Digital Architecture(ODA),together with tools,models and data that guide the transformation to ODA from legacy IT systems and operations.Open Digital Architecture Architecture framew
221、ork,common language and design principles Open APIs exposing business services Standardized software components Reference implementation and test environmentTransformation tools Guides to navigate digital transformation Tools to support the migration from legacy architecture to ODAMaturity tools&dat
222、a Maturity models and readiness checks to baseline digital capabilities Data for benchmarking progress and training AIGoals of the Open Digital FrameworkThe Open Digital Framework aims to transform business agility(accelerating concept-to-cash from 18 months to 18 days),enable simpler IT solutions t
223、hat are easier and cheaper to deploy,integrate and upgrade,and to establish a standardized software model and market which benefits all parties(service providers,vendors and systems integrators).A blueprint for intelligent operations fit for the 5G eraLearn more about collaborationIf you would like
224、to learn more about the project or how to get involved in the TM Forum Collaboration Community,please contact George Glass.33inform.tmforum.orgtm forum research reports34inform.tmforum.org35inform.tmforum.orgmappinga path totelco revenueBENCHMARKimprovingin autonomousnetworksAuthor:Dana A.Cooperson,
225、Contributing Analyst Editor:Ian Kemp,Managing Editor March 2022 inform.tmforum.orgSPONSORED BY:February 2022|www.tmforum.orgAuthor:Dean Ramsay,Principal AnalystEditor:Ian Kemp,Managing Editorsponsored by:next generationCEMnow!BENCHMARKSPONSORED BY:SUPPORTED BY:Authors:Mark Newman,Chief Analyst Dean
226、Ramsay,Principal AnalystEditor:Ian Kemp,Managing EditorMay 2022 inform.tmforum.orgThe search for value intensifiesJune 2022|www.tmforum.orgDigitalTransformationTracker6Author Mark Newman,Chief AnalystEditor Ian Kemp,Managing EditorSponsored byREPORTNext-generation telcoREPORT COVERCALL TO ACTIONAuth
227、ors and editors:xxxxxxknowledgeREPORTSponsored by:for integrationsetting new standardsDIGITAL ECOSYSTEMSImage used on tileReport CoverKey WordsBridging boundaries with common standardsWorking together Handing over common standards to each otherLogistics chainsCooperationJune 2022|www.tmforum.orgAuth
228、or:Dr.Mark H.Mortensen,Contributing AnalystEditor:Dawn Bushaus,Contributing EditorDIGITAL ECOSYSTEMS setting new standards for integrationsponsored by:on theedgeREPORTMEC:operatorsAuthors:Sponsored by:Rob van den Dam,Contributing AnalystAnne Morris,Contributing AnalystEditor:Ian Kemp,Managing Editor
229、June 2022|inform.tmforum.orgREPORTSponsored by:Author:Annie TurnerEditor:Dawn BushausISBN:978-1-955998-27-7can telcos the into the future:August 2022|www.tmforum.orgAuthors:Annie Turner,Contributing AnalystDean Ramsay,Principal AnalystEditors:Ian Kemp,Managing Editor Dawn Bushaus,Contributing Editor
230、REPORTAuthors:Sponsored by:Dean Ramsay(Principal Analyst)Editor:Ian KempISBN:000 from toautonomous networks:August 2022|www.tmforum.orgAuthor:Dean Ramsay,Principal AnalystEditor:Ian Kemp,Managing Editorsponsored by:August 2022|www.tmforum.orgAuthor:Ed Finegold,Contributing AnalystEditor:Dawn Bushaus
231、,Contributing Editorsponsored by:Ed Finegold,Contributing Analyst,TM ForumIan Kemp,Managing Editor,TM ForumAnnie Turner,Contributing Analyst,TM ForumEditors:Author:Sponsored by:September 2022|www.tmforum.orgAuthor:Ed Finegold,Contributing AnalystEditors:Ian Kemp,Managing EditorAnnie Turner,Contribut
232、ing Editorsponsored by:Ed Finegold,Contributing Analyst,TM ForumIan Kemp,Managing Editor,TM ForumAnnie Turner,Contributing Analyst,TM ForumEditors:Author:Sponsored by:BENCHMARKAuthors:Sponsored by:Mark Newman,Chief Analyst,TM ForumDean Ramsay,Principal Analyst,TM ForumEditor:Ian Kemp,Managing Editor
233、,TM Forumgrowth:taking it tothe next leveltelco revenueTM Forum|October 2022October 2022|www.tmforum.orgAuthor:Teresa Cottam,Contributing AnalystEditor:Dawn Bushaus,Contributing Editorsponsored by:from transformationDIGITAL OPERATIONS MATURITY:achieving business valueREPORTAuthors:Dean Ramsay,Princi
234、pal Analyst Rahul Gupta,Senior AnalystEditor:Ian Kemp,Managing EditorSPONSORED BY:November 2022|inform.tmforum.org5Gcore:exploring CSPapproachesREPORTAuthor:Mark Newman,Chief AnalystEditor:Ian Kemp,Managing EditorSponsored by:Supported by:evolvingfor future servicesbusiness support systems December
235、2022|inform.tmforum.orgREPORTAuthor:Joanne Taafe,Editor in Chief,InformEditor:Ian Kemp,Managing Editor,TM ForumSponsored by:thesustainable telco:engineeringnetworks for net zeroDecember 2022|inform.tmforum.orgOctober 2022|www.tmforum.orgAuthor:Rahul Gupta,Senior AnalystEditor:Ian Kemp,Managing Edito
236、rsponsored by:mainframemodernization:charting a course to cloud nativeREPORTAuthors:Mark Newman,Chief Analyst,TM ForumDawn Bushaus,Contributing Analyst,TM ForumSponsored by:Editor:Ian Kemp,Managing Editor,TM Forumestablishing links:platform models in the Open API economy March 2023REPORTAuthor:Spons
237、ored by:Teresa Cottam,Contributing AnalystDawn Bushaus,Contributing Editorcounterusing AI to improve customer experienceintelligenceBENCHMARKAuthors:Mark Newman,Chief Analyst,TM ForumDawn Bushaus,Contributing Analyst,TM ForumJoanne Taafe,Editor in Chief,InformEditor:Ian Kemp,Managing Editor,TM Forum
238、Sponsored by:a roadmap fortelecomsgrowthTM Forum|March 2023Asia-Pacificmeet the research&media team36inform.tmforum.orgPublished by:TM Forum 4 Century Drive,Parsippany,NJ 07054 USAwww.tmforum.orgPhone:+1 973-944-5100 Fax:+1 973-944-5110ISBN:978-1-955998-54-3Report Design:Paul Martin 2023.The entire
239、contents of this publication are protected by copyright.All rights reserved.The Forum would like to thank the sponsors and advertisers who have enabled the publication of this fully independently researched report.The views and opinions expressed by individual authors and contributors in this public
240、ation are provided in the writers personal capacities and are their sole responsibility.Their publication does not imply that they represent the views or opinions of TM Forum and must neither be regarded as constituting advice on any matter whatsoever,nor be interpreted as such.The reproduction of a
241、dvertisements and sponsored features in this publication does not in any way imply endorsement by TM Forum of products or services referred to therein.37inform.tmforum.orgMeet the Research&Media teamReport Author:Mark Newman Chief Analyst mnewmantmforum.orgPractice Lead:Dean Ramsay dramsaytmforum.or
242、gHead of Operations:Ali Groves agrovestmforum.orgCommercial Manager:Tim Edwards tedwardstmforum.orgDigital Media Coordinator:Maureen AdongReport Editor:Ian Kemp Managing Editor ikemptmforum.org Editor in Chief,Inform:Joanne Taaffe jtaaffetmforum.orgGlobal Account Director:Carine Vandevelde cvandeveldetmforum.orgSponsor Success Manager:Maryssa Ramsey mramseytmforum.orgMarketing Manager Ritika Bhateja rbhatejatmforum.org For more information about TM Forums work on IoT,please contact Joann OBrien