IoT Analytics

6 IoT semiconductor predictions for 2026: https://lnkd.in/d9-gzg3E While much attention is given to #AI chip innovations for the world’s nearly 12,000 data centers, the chips powering the world’s 20+ billion IoT devices are also undergoing massive changes. Below are 6 key predictions from our team for #IoTsemiconductors in 2026: 1️⃣ Edge AI integration into IoT chips to accelerate 2️⃣ The share of chiplet-based and RISC-V-based IoT chips to increase 3️⃣ More IoT chips to be designed with carbon awareness in mind 4️⃣ More IoT devices to be produced locally 5️⃣ IoT chip design to become heavily AI-supported 6️⃣ IoT security-by-design to become non-negotiable 📃 Read more about these predictions and the analysis behind them in our latest article: https://lnkd.in/d9-gzg3E Author: Satyajit Sinha #IoT #Chipsets #Semiconductor #WiFi #Bluetooth

🪙 The 2024/2025 data center spending frenzy is leading to an investment boom in 7 key data center infrastructure segments—total data center equipment spending is expected to exceed $1 trillion by 2030: https://lnkd.in/eMNXu2-y In 2025, hyperscalers such as #Microsoft, #Amazon, #Alphabet, and #Meta together are investing nearly $350 billion in data centers. Nearly 80% of data center spending goes into IT infrastructure, with servers alone accounting for over 60% of investments. By 2030, IoT Analytics expects overall data center infrastructure spending to reach $1 trillion. There are a number of innovations, including rack-scale and composable/disaggregated architecture, high-density computing and accelerator-ready chassis, and power delivery and electrical architecture at rack level. Despite long equipment lead times of 2 years and more, electrical and cooling systems are driving facility infrastructure spending. 📃 Read our latest article to learn more about the distribution of data center investments, along with 4 key technical innovations happening within the data center space: https://lnkd.in/eMNXu2-y Author: Knud Lasse Lueth #DataCenters #AI #ITInfastructure #facilityinsfrastructure #hyperscalers

📈 The Bluetooth IoT chipset market is forecast to grow from $8.9 billion in 2025 to $14.2 billion in 2030: https://lnkd.in/eQq3cMvj Our latest analysis identified 3 key drivers for this market growth: 1️⃣ Continued BLE integration: BLE-integrated SoCs and MCUs reduce costs and power consumption in sensors, locks, meters, remotes, toys, and medical patches. 2️⃣ Hospitals, warehouses, and factories adopting BLE RTLS: Channel Sounding, a Bluetooth feature that enables secure, fine-level distance measurement between devices, delivers 1–2 m distance awareness for access control and indoor location tracking. This is particularly useful in hospitals, warehouses, and factories to track patients, equipment, pallets, and tools. 3️⃣ Large-scale Bluetooth IoT projects rolling out in retail: BLE Periodic Advertising with Response (PAwR), introduced with Bluetooth 5.4 in early 2023, enables large star networks and reliable two-way updates, ideal for electronic shelf labels (ESLs). Companies like #Walmart (US), #Carrefour (EU), and #Sobeys (Canada) are rolling out ESL projects across their entire chains. Additionally, this year, Walmart and #Wiliot began deploying battery-free ambient IoT sensors for pallet tracking across the retailer’s massive US supply chain, with an expected 90 million pallets being tracked by the end of 2026. 📃 Read our latest article about the Bluetooth IoT chipset market: https://lnkd.in/eQq3cMvj Author: Satyajit Sinha #chipsets #bluetooth #iot #iotanalytics #marketforecast #marketresearch

📈 The number of connected #IoT devices surpassed 20 billion in 2025 and is on track to reach 50 billion by 2035 https://lnkd.in/ghcJh4FD By the end of 2025, 21.1 billion active IoT connections are expected. Interestingly, the 50-billion mark (once predicted by some firms to be reached as early as 2020) now appears likely by 2035. Today, nearly 80% of these IoT connections come from 3 connectivity technologies: 1️⃣ #WiFi: Wi-Fi accounted for 32% of all connections, with low-power applications, enterprise upgrades, and Wi-Fi HaLow expected to drive onward growth. 2️⃣ #Bluetooth: 24% of connected IoT devices worldwide rely on Bluetooth. Bluetooth Low Energy (#BLE) continues to lead battery-powered IoT connectivity. 3️⃣ #Cellular: Cellular IoT (which includes 2G, 3G, 4G, 5G, LTE-M, and NB-IoT) makes up 22% of global IoT connections. 📃 Read our latest article to learn more about what is driving IoT connectivity growth and recent cellular IoT developments: https://lnkd.in/ghcJh4FD Author: Satyajit Sinha #IoT #cellular #5G #6G #Connectivity

📈 The Wi-Fi IoT chipset market is forecast to grow from $2.3 billion in 2025 to $4.8 billion in 2030: https://lnkd.in/ddsJRumn Our latest analysis identified 3 key drivers for this market growth: 1️⃣ Low-power Wi-Fi: Wi-Fi 6 has introduced power-saving features to Wi-Fi connectivity, including Target Wake Time (TWT) and extended sleep modes. These help reduce duty cycles and allow devices to increase their downtime, preserving battery life for applications like cameras and smart locks 2️⃣ Enterprise Wi-Fi upgrades: Enterprise IoT spending slowed in 2023 and 2024, particularly for IoT hardware, such as gateways and controllers. However, the tide appears to be shifting, as our market models show an upswing in spending in early 2025. 3️⃣ Wi-Fi HaLow: Operating below the 1 GHz range, Wi-Fi HaLow offers long-range connectivity as well as greater obstacle penetration than traditional Wi-Fi frequency ranges, making it ideal for both indoor industrial and outdoor agriculture applications.   📃 Read our latest article about the Wi-Fi IoT chipset market: https://lnkd.in/ddsJRumn   In the next few weeks, we plan to share an update on the number of connected IoT devices and an analysis of the Bluetooth IoT chipset market, so stay tuned.   Author: Satyajit Sinha #WiFi #IoT #Chipsets #Connectivity #WiFi6 #WiFi7 #WiFiHaLow #IoTAnalytics

The IoT MCU market reached $5.1 billion in 2024: https://lnkd.in/dA8wb7K5 While this represents a 9% drop YoY, our latest analysis of the IoT MCU market forecasts steady growth of 6.3% CAGR until 2030. What’s driving the market? 1️⃣ Pent-up demand for automation upgrades: The slowdown in enterprise IoT spending in 2024—especially on hardware—led many companies to defer their hardware upgrades. However, spending is expected to accelerate in 2025 and onward, and companies will want to acquire MCU-based automation hardware, such as PLCs, IPCs, and gateways. 2️⃣LPWAN-based projects requiring IoT MCUs: Government-sponsored smart metering projects, such as India’s target of 250 million installations, drive large-scale deployments of LPWAN devices. These devices require MCUs as hosts for the communication modules, ensuring sustained demand. 3️⃣ AI moving to the edge, where the MCUs are: AI at the edge is the potential next big thing for industrial AI. The maturation of dedicated edge computing hardware—specifically, MCUs—is helping make edge AI a realizable goal for manufacturers. 📃 Read our full analysis, including 4 technology shifts in the IoT MCU market, in our latest article: https://lnkd.in/dA8wb7K5 Author: Satyajit Sinha #MCUs #IoT #IoTAnalytics #IoTsemiconductors

What CEOs talked about during Q3 2025 earnings calls: https://lnkd.in/dNmGhvrC 📈 Rising themes 1️⃣ #Datacenter: Discussions about data centers appeared in 15% of all earnings calls, with many CEOs discussing either data center capacity not keeping up with demand or the intense pressure data centers place on local power utilities. 2️⃣ #AgenticAI and #AIagents: AI remained the 2nd most discussed topic, at 45% of calls. Zooming in, mentions of agentic AI rose 40% QoQ to 4% of calls, while mentions of AI agents rose 20% QoQ to 5% of calls. 3️⃣ #Robotics: The share of companies mentioning robotics in earnings calls grew by 28% QoQ to nearly 2% of calls. Humanoids are specifically moving into focus, rising 38% QoQ to almost 1% of calls. 📉 Declining themes 1️⃣ #Tariffs: While still the top topic of CEOs at 53% of calls, its mentions declined 28% QoQ as discussions around its effects (such as reshoring, supply chain disruptions, and trade wars) fell even more. This suggests that despite the issue persisting, companies are adapting to the realities of tariffs. 2️⃣ #Uncertainty: Corresponding with the decline of tariff mentions was a decline in mentions of uncertainty. CEOs discussed uncertainty in 42% of calls, the 3rd highest in Q3, but down 32% QoQ. 3️⃣ #Recession: Mentions of recession dropped 81% QoQ to 3% of calls in Q3. This is the topic’s lowest level in 2025 after a 343% QoQ surge in Q2. 📃 Read more about these top Q3 2025 boardroom topics in our latest article: https://lnkd.in/dNmGhvrC Author: Knud Lasse Lueth Philipp Wegner #IoTAnalytics #EarningsCalls #CEO #Agenda

99% of OEMs and system integrators believe that the digitalization of drives will result in better system efficiency https://lnkd.in/d7_cWnXk This is in line with previous studies about energy savings from drives and digitalized electrical motor systems in general: - ABB estimates 10% in energy savings by pairing drives in general with electric motors - An EMSA survey of energy consultants and motor/component manufacturers found an average of 18% in energy savings with digitalized electrical motors, which can include digitalized drives - For context, just 1% in annual energy savings would be equivalent to the annual demand of 59 million electric cars. According to our latest Digitalization of Industrial Drives — Adoption Report 2025, industrial drives are being digitally upgraded in 4 areas: 1️⃣ #Simulation – The top 2 drive simulation use cases are optimizing drive performance during operations and testing/validating drive performance during commissioning. 2️⃣ #Customization – The most common application for this capability is operational monitoring. 3️⃣ #Reliability&uptime – The industry's top reliability strategies are a near-even split among preventive maintenance, proactive maintenance, and predictive maintenance. 4️⃣ #Cybersecurity – Of the 26 cybersecurity frameworks covered in the report, the highest priorities are network security and application security. Read more about these digital upgrades, along with respondent data and examples, in our latest article: https://lnkd.in/d7_cWnXk The full 157-page report details the adoption of key digital solutions across the life cycle of industrial drives, based on a survey of industrial drives OEMs and system integrators, as well as in-depth interviews. #digitaldrives #energysavings #sustainability #IoTAnalytics

Over the last 10 years, the market for IoT platforms has gone from a potential “blue ocean” to a “red lake” https://lnkd.in/dgT4XW8q In 2015, McKinsey forecasted an $11 trillion IoT opportunity by 2025, and Sweden-based telecommunications technology company Ericsson projected 50 billion connected devices by 2021. This excitement spurred many companies to bet on the IoT platform market, with the number of platforms peaking at 620 by 2021 (as reported back then by IoT Analytics). However, the market never fully took off, and many companies either left the market or pivoted to specific verticals and use cases. Examples: Google, SAP, IBM, Bosch, Siemens, GE, Honeywell, and many more… Why did this failure occur? 1️⃣ The customer angle: Generic horizontal platforms failed to resonate with customers due to lack of tangible value 2️⃣ The technology angle: IoT platforms were very complex and costly 3️⃣ The competitive angle: Hyperscalers consolidated IoT platform dominance Still, our latest research shows that value still lies in IoT platforms: in the cloud, in device and data management, in OEM-specific workflows, in connected ecosystems and applications, and at the edge. ? Are we through the IoT Platform slump in 2025? 📃 Read more about the IoT platform market’s tumultuous journey and these value areas in our latest article: https://lnkd.in/dgT4XW8q The full 228-page report details the current state and outlook for the enterprise and industrial IoT platforms market, incl. market size, competitive landscape, key trends, and challenges. #IoTplatforms #devicemanagement #datamanagement #dataops #industrialIoT #IoTAnalytics  

In 2025, most large manufacturers now have CEO-driven AI strategies. Here are 10 insights from our new Industrial AI Market Report: https://lnkd.in/dd_ChqUY 1️⃣ Industrial AI today represents a small share of manufacturing budgets 2️⃣ Most large manufacturers now have formalized CEO-driven AI strategies 3️⃣ Quality & inspection leads industrial AI use cases 4️⃣ Industrial AI delivers tangible ROI 5️⃣ Large-scale Industrial AI requires scalable data architectures 6️⃣ Training and upskilling for AI is of major importance 7️⃣ Copilots becoming standard features in industrial software 8️⃣ Edge AI may be the next big thing in industrial AI 9️⃣ Domain-specific industrial foundation models coming up 🔟 Agentic AI is emerging but not yet practical   📃 Read more about these 10 insights in our latest article: https://lnkd.in/dd_ChqUY   The full 400-page report delves into the current state of the industrial AI market, including detailed market sizing, forecasts, competitor market shares, key trends, use cases, and more.   Authors: Knud Lasse Lueth and Fernando Brügge #industrialAI #edgeAI #I40 #AI #agenticAI #GenAI #manufacturing #copilots #IFM #IoTAnalytics