Internet of Things device market to explode
物聯網設備市場將爆炸式增長

From $9.5B in 2014 to $46B in 2024, the Internet of Things (IoT) device market will represent close to 15% of all data processing.”IoT devices offer huge potential for electronic component manufacturers, but this is clearly not where the value will stop. Most of the added value in IoT solutions will come from the processing of the generated data”, explains Dr Eric Mounier, Senior Technology & Market Analyst at Yole Développement. “In fact, the ratio between electronic components and data processing can reach 1:50 in certain long-term cases!” he adds.  

從2014年的95億美金到2024年的460億美金，物聯網設備市場將占據整體數據處理的15%左右份額。“物聯網設備為電子元器件生產商帶來了巨大的發展潛力，但很顯然，物聯網的價值遠非如此。物聯網解決方案的大部分附加值將來自生成數據處理。” Yole Développement資深技術和市場分析師Eric Mounier博士解釋說，“事實上，在某些長期情況下，電子元器件和數據處理之間的比例可以達到1比50。”

This result is easily understandable, since the main purpose of the IoT is to make sensing ubiquitous at a very low cost, resulting in extremely strong price pressure on electronic component manufacturers. Nevertheless, the next five years will be extremely fruitful for device makers; the market should reach $70B by 2018, before decreasing. This period represents a key window in which manufacturers must seize the opportunity to grab a piece of the IoT business pie.

這個結果很容易理解，因為物聯網的主要目的是在成本極端低廉的情況下使傳感無處不在，這對電子元件制造商造成很大的價格壓力。但對設備制造商而言，接下來的五年將成果豐碩。到2018年，這個市場的營收將達到700億美元的峰值。這個階段是一個很重要的窗口，制造商必須抓住這一機遇以分享物聯網這塊大蛋糕。

The IoT is a multi-billion dollar market emerging from several different markets (i.e. industrial sensors, wearable electronics and home automation) which will see strong convergence in the next five years. Three industrial and service sectors will be integral to the valorization of this new market:
從幾個不同的市場（比如，工業傳感器、可穿戴電子產品和家庭自動化）來看，物聯網是一個數十億美元的新興市場，未來五年將迎來大聚合，從而帶動以下三個工業和服務行業的發展：

• The electronics industry, which will manufacture the sensing devices
• The communication and cloud data storage industry, which will handle data transmission, storage and processing
• Service companies, which will valorize the data either through processing or by selling to a third party

• 生產傳感器設備的電子行業
• 控制數據傳輸、存儲和處理的通信及云數據存儲行業
• 通過對數據處理或將數據賣給第三方來增加數據價值的服務公司

Some companies have already started positioning themselves in these fields: for example, Oracle and Amazon are developing their cloud computing capabilities; Bosch Connected Devices and Solutions and STMicroelectronics have teams dedicated to the IoT; and Google and Facebook are continuously developing their data processing models while looking to acquire companies linked to data gathering. Of course, not all of them will be winners.

一些公司已經開始定位于這些行業。比如，甲骨文和亞馬遜現在正大力發展云計算技術；博世連接設備與解決方案部門和意法半導體公司已成立致力于物聯網發展的團隊；谷歌和Facebook正不斷開發其數據處理模型并著眼于收購與數據采集相關的公司。當然，并非所有這些公司都將是贏家。

The short-term opportunity lies in the electronics industry. Indeed, very strong price pressure is expected for IoT devices, and strong volumes are expected but at very low cost. Even though the general electronics market will experience strong growth, it will be through decreased costs, increased manufacturing capabilities and reduced margins. This trend has already been seen in the MEMS field over the past few years, and will repeat itself in the future.

短線機會來自電子行業。事實上，預計物聯網設備將承受較大的價格壓力，出貨量強勁，但成本非常低。盡管通用電子市場將出現強勁增長，但它會貫穿降低成本、提高制造能力和利潤減少。過去幾年，這種趨勢已經出現在MEMS領域，未來也將重演。

The same is to be expected for the cloud computing industry. Large investments in terms of data storage will be needed, but strong price pressure is expected, and an overall low value will be attributed to the physical data. Actually, the war on price has already begun between the major cloud computing companies, which are cutting data storage prices while growing their capabilities.

云計算行業的預期同樣如此。在數據存儲方面仍需大量投資，但是會形成很大的價格壓力，而物理數據是導致低價值的原因。事實上，主要云計算公司之間在擴展其性能時使得數據存儲的價格被削減，價格戰已經展開。

Meanwhile, on the data processing side, more and more information will be available, and at low cost. The more data, the higher the value, and all of this with low overall infrastructural investment. “Service companies will be the big winners in this field. In order to secure some of this value, hardware and cloud companies will have no choice but to try and integrate themselves vertically in order to valorize themselves and the data they’ll be responsible for! As an example, we expect the overall IoT market to reach $400B in 2024, with $46B coming from hardware, $59B from the cloud and $296B from data processing”, details Dr Guillaume Girardin, Technology & Market Analyst, Yole Développement.

同時，在數據處理方面，越來越多的信息將得以利用，成本也很低。數據越多，價值越大，而所有這一切都與較低的整體基礎設施投資相關。Yole Développement技術與市場分析師Guillaume Girardin博士預測說：“服務公司將會是這個領域里面的大贏家。為了確保這部分價值，硬件和云公司將別無選擇，只能嘗試垂直整合，使自己及其負責的數據增值！舉個例子，我們預計物聯網整體市場將在2024年達到4000億美元，其中460億來自硬件，590億來自云計劃，以及296億來自數據處理。”

The evolution of IoT technologies is mainly focused on heterogeneous integration at device and module levels. The array of technologies available and soon to be available is immense. Nevertheless, sensing modules’ evolution will follow a predefined trend that can be summarized in a series of seven product generations, including large industrial smart sensors, an advanced generation of sensors.

物聯網技術的發展將專注于設備和模塊技術的集成。現有的和即將上市的技術陣列非常巨大。然而，傳感模塊的演變將遵循一個預定義的趨勢，可以將其歸納為一系列的七代產品，包括大型工業智能傳感器，以及先進的新一代傳感器。