It will remain hard to untangle the IoT revenue opportunity for access providers in 2022, as it has been complicated over the last few years. One has to back out spending on devices, platforms and other infrastructure. One has to estimate market shares for various forms of connectivity. And then there is the matter of average revenue per unit, which will be quite low, in comparison to phone accounts.
Also, up to 80 percent of IoT devices will use some form of local connectivity--personal or local area networks--rather than having a direct WAN connection.
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