Mobile IoT – LTE-M & NB-IoT

Cellular Technology in IoT

IDEAL SOLUTION FOR LOW POWER WIDE AREA (LPWA)

CHOICE OF
KEY FEATURES KEY BENEFITS
TECHNOLOGIES
Low Cost Module 3GPP Standards Global Coverage

Better Coverage Secure Scalable

Long Battery Life

Long-Term Status:
Integral Part of 5G:
3GPP has confirmed
Low Data Needs complimentary
Mobile IoT to evolve with
technologies
5G standard
2-Way Communication
 Mobile IoT Global Impact & Adoption
Mobile IoT = Trusted IoT Mobile IoT roaming available in
18 European countries

• 150 million new connections for mobile operators

• 60 leading mobile operators have invested in Mobile IoT
• 131 launches of NB-IoT & LTE-M networks
• 2600 Mobile IoT innovators / developers
• Marketing campaign has built global industry support
• Multi-country roaming agreements
• 10th Mobile IoT Summit 500+ industry delegates
• Mobile IoT Summits & demonstrations at all major MWC
events
Mobile IoT Global Coverage
5G
 What about Enterprises and 5G in IoT?

5G era Massive MTC & eMBB

Evolution to 5G NR, while being backward compatible
Rel-13 enhanced features up to Rel-16

3 things
Enterprise
Mobile IoT - NB-IoT & LTE-M carriers must
Engagement
do for success
Be Technically
Ready

Smart Water White Must

Tracker
Locks Meters Goods Collaborate

Waste Smoke Ind. Agri Gas

Mgt Alarm Sensor Sensor Meters

Leading Enterprise Manufacturers adopting LTE-M & NB-IoT Meeting customer needs of 15 yr+ lifecycle
Mobile IoT is Part of 5G

LTE-M and NB-IoT, as deployed today, are Fulfils 5G requirements for Massive
part of the 5G family IoT

LTE-M and NB-IoT will continue to co-exist Can be deployed as part of a 5G

alongside other 5G components network

LTE-M and NB-IoT can operate in a Enables smooth operator migration

5G NR band path to 5G NR bands
Covid-19 and IoT & 5G
 Extraordinary Macro-Environment as a Result of COVID-19
Manufacturing PMI (% YOY)

Demand
• Weaker demand led by automotive and
consumer facing sectors
• China stabilised through March, rest of
world deteriorating
• Rise in unemployment, reduced
consumer purchasing power

GDP Contraction

Global Euro area US China

Supply
10%

• Production impacted – sector dependent

5% • Supply chain, logistics constraints
• Travel and site restrictions hold back
2020
0% services and project installations
2019 2021

-5%
 Digital Transformation was on Enterprises’ Agenda

Digital transformation is on! Cost saving still key

65% 35% 56% 44%

Short term
(2020)
Part of
Standalone
transformation Save costs Generate new
initiative
agenda revenue
Medium term
HQ lead the way Benefits& compliance equal

60% 40% 50% 50% Long term

(beyond 2025)

Mandated by Driven by local Business Comply with

HQ champions benefit regulation

Source: GSMA Intelligence IoT Enterprise Survey 2019

 And Still Will … But Timelines Might be Impacted

Short term Medium term Long term

Supply chain Pressure on Digital

issues CAPEX transformation

Government When & how will verticals be impacted?

measures

Longer
Projects put on replacement Smart Smart Smart Enterprise
hold/cancelled cycles Retail Utilities Health Others

Need for greater Rise of software

Need for
operational tools: AR, AI/ML, Smart Smart Smart
automation
visibility (incl. growth of Cloud Manufacturing Cities Buildings
supply chain)
 Most Growth Will Still Come From APAC
IoT connections by region, 2019 – 2020 (pre and post COVID-19)
BASELINE CONNECTIONS NET ADDS COVID-19 IMPACT ADJUSTED
2019 2020
Dec19 update post-COVID
Asia Pacific 5.2bn 825 5.9bn
687

Northern 382
America 2.7bn 2.9bn
146

Europe 303
2.4bn 136
2.5n

Latin America 0.6bn 77

39 0.7bn

Middle East & 79

North Africa 0.5bn 45 0.5bn

48
CIS 0.4bn 0.4bn
24

Sub-Saharan 26
Africa 0.1bn 19 0.15bn

Source: GSMA Intelligence IoT Forecast, May 2020

 Carriers’ Perspective on COVID-19 Impact on Enterprise Demand
Operator Perspective on Growth in Demand from Enterprise Customers due to COVID-19

Cloud infrastructure & solutions 35%

5G connectivity to businesses 20%

Private wireless networks (4G/5G) 18%

SD-WAN services 11%

IoT solutions & services 9%

Edge networking 2%

Do not expect growth in demand

3%
for enterprise services

Prefer not to answer 2%

Source: GSMA Intelligence Operator Enterprise Survey

 Carriers’ Perspective on COVID-19 Impact on IoT

Expectation on
Ability to timely Customers’
customers deploying
Business activities deliver services & commitment to new
5G to serve existing
solutions IoT projects
IoT use cases

1 to 2 years
Value chain disruption

Inability to field test

Delays of 3-6 months 5G? (2021-2022)

(cannot send
engineers out to
locations) Within a year
Increased demand
from enterprise
(2020)
customers Acceleration
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