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wu聯lian網wang設she備bei為wei電dian子zi元yuan器qi件jian生sheng產chan商shang帶dai來lai了le巨ju大da的de發fa展zhan潛qian力li
，但dan很hen顯xian然ran，物wu聯lian網wang的de價jia值zhi遠yuan非fei如ru此ci。物wu聯lian網wang解jie決jue方fang案an的de大da部bu分fen附fu加jia值zhi將jiang來lai自zi生sheng成cheng數shu據ju處chu理li。” 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.

zhegejieguohenrongyilijie，yinweiwulianwangdezhuyaomudeshizaichengbenjiduandiliandeqingkuangxiashichuanganwuchubuzai

，zheduidianziyuanjianzhizaoshangzaochenghendadejiageyali。danduishebeizhizaoshangeryan，jiexialaidewunianjiangchengguofengshuo。dao2018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
，製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
• 控製數據傳輸
、存儲和處理的通信及雲數據存儲行業
• 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於這些行業。比如，甲骨文和亞馬遜現在正大力發展雲計算技術；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於物聯網發展的團隊
；穀歌和Facebook正不斷開發其數據處理模型並著眼於收購與數據采集相關的公司。當然
，並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(duan)線(xian)機(ji)會(hui)來(lai)自(zi)電(dian)子(zi)行(xing)業(ye)。事(shi)實(shi)上(shang)，預(yu)計(ji)物(wu)聯(lian)網(wang)設(she)備(bei)將(jiang)承(cheng)受(shou)較(jiao)大(da)的(de)價(jia)格(ge)壓(ya)力(li)

，出(chu)貨(huo)量(liang)強(qiang)勁(jin)，但(dan)成(cheng)本(ben)非(fei)常(chang)低(di)。盡(jin)管(guan)通(tong)用(yong)電(dian)子(zi)市(shi)場(chang)將(jiang)出(chu)現(xian)強(qiang)勁(jin)增(zeng)長(chang)
，但(dan)它(ta)會(hui)貫(guan)穿(chuan)降(jiang)低(di)成(cheng)本(ben)
、提高製造能力和利潤減少。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.

yunjisuanxingyedeyuqitongyangruci。zaishujucunchufangmianrengxudaliangtouzi，danshihuixingchenghendadejiageyali，erwulishujushidaozhidijiazhideyuanyin。shishishang，zhuyaoyunjisuangongsizhijianzaikuozhanqixingnengshishideshujucunchudejiagebeixuejian
，jiagezhanyijingzhankai。

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(tong)時(shi)，在(zai)數(shu)據(ju)處(chu)理(li)方(fang)麵(mian)，越(yue)來(lai)越(yue)多(duo)的(de)信(xin)息(xi)將(jiang)得(de)以(yi)利(li)用(yong)，成(cheng)本(ben)也(ye)很(hen)低(di)。數(shu)據(ju)越(yue)多(duo)，價(jia)值(zhi)越(yue)大(da)，而(er)所(suo)有(you)這(zhe)一(yi)切(qie)都(dou)與(yu)較(jiao)低(di)的(de)整(zheng)體(ti)基(ji)礎(chu)設(she)施(shi)投(tou)資(zi)相(xiang)關(guan)。Yole Développement技術與市場分析師Guillaume Girardin博士預測說：“fuwugongsijianghuishizhegelingyulimiandedayingjia。weilequebaozhebufenjiazhi
，yingjianheyungongsijiangbiewuxuanze，zhinengchangshichuizhizhenghe，shizijijiqifuzedeshujuzengzhi！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，590億來自雲計劃，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wu聯lian網wang技ji術shu的de發fa展zhan將jiang專zhuan注zhu於yu設she備bei和he模mo塊kuai技ji術shu的de集ji成cheng。現xian有you的de和he即ji將jiang上shang市shi的de技ji術shu陣zhen列lie非fei常chang巨ju大da。然ran而er，傳chuan感gan模mo塊kuai的de演yan變bian將jiang遵zun循xun一yi個ge預yu定ding義yi的de趨qu勢shi，可ke以yi將jiang其qi歸gui納na為wei一yi係xi列lie的de七qi代dai產chan品pin，包bao括kuo大da型xing工gong業ye智zhi能neng傳chuan感gan器qi
，以yi及ji先xian進jin的de新xin一yi代dai傳chuan感gan器qi。