Internet of Things device market to explode
物联网设备市场将爆炸式增长
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.
从2014年的95亿美金到2024年的460亿美金，物联网设备市场将占据整体数据处理的15%左右份额。“物联网设备为电子元器件生产商带来了巨大的发展潜力，但很显然，物联网的价值远非如此。物联网解决方案的大部分附加值将来自生成数据处理。” Yole Développement资深技术和市场分析师Eric Mounier博士解释说，“事实上，在某些长期情况下，电子元器件和数据处理之间的比例可以达到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.
这个结果很容易理解，因为物联网的主要目的是在成本极端低廉的情况下使传感无处不在，这对电子元件制造商造成很大的价格压力。但对设备制造商而言，接下来的五年将成果丰硕。到2018年，这个市场的营收将达到700亿美元的峰值。这个阶段是一个很重要的窗口，制造商必须抓住这一机遇以分享物联网这块大蛋糕。
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:
从几个不同的市场（比如，工业传感器、可穿戴电子产品和家庭自动化）来看，物联网是一个数十亿美元的新兴市场，未来五年将迎来大聚合，从而带动以下三个工业和服务行业的发展：
? 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
? 生产传感器设备的电子行业
? 控制数据传输、存储和处理的通信及云数据存储行业
? 通过对数据处理或将数据卖给第三方来增加数据价值的服务公司
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.
一些公司已经开始定位于这些行业。比如，甲骨文和亚马逊现在正大力发展云计算技术；博世连接设备与解决方案部门和意法半导体公司已成立致力于物联网发展的团队；谷歌和Facebook正不断开发其数据处理模型并着眼于收购与数据采集相关的公司。当然，并非所有这些公司都将是赢家。
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.
短线机会来自电子行业。事实上，预计物联网设备将承受较大的价格压力，出货量强劲，但成本非常低。尽管通用电子市场将出现强劲增长，但它会贯穿降低成本、提高制造能力和利润减少。过去几年，这种趋势已经出现在MEMS领域，未来也将重演。
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.
云计算行业的预期同样如此。在数据存储方面仍需大量投资，但是会形成很大的价格压力，而物理数据是导致低价值的原因。事实上，主要云计算公司之间在扩展其性能时使得数据存储的价格被削减，价格战已经展开。
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.
同时，在数据处理方面，越来越多的信息将得以利用，成本也很低。数据越多，价值越大，而所有这一切都与较低的整体基础设施投资相关。Yole Développement技术与市场分析师Guillaume Girardin博士预测说：“服务公司将会是这个领域里面的大赢家。为了确保这部分价值，硬件和云公司将别无选择，只能尝试垂直整合，使自己及其负责的数据增值！举个例子，我们预计物联网整体市场将在2024年达到4000亿美元，其中460亿来自硬件，590亿来自云计划，以及296亿来自数据处理。”
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.
物联网技术的发展将专注于设备和模块技术的集成。现有的和即将上市的技术阵列非常巨大。然而，传感模块的演变将遵循一个预定义的趋势，可以将其归纳为一系列的七代产品，包括大型工业智能传感器，以及先进的新一代传感器。