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Technology brief · IoT

Connected devices, where our guests build

This brief follows connected devices in the Philippines: the mobile networks they run on, the power they depend on, the money going into networks and the rules that govern them. In his episode, Joe Khoo explains how Polar Cold rents modular, sensor-monitored cold-storage boxes to small businesses. Around his work, it covers what is happening across the Philippines.

Philippines
Checked 20 Oct 2026 · every figure linked to its source · next review Jan 2027

01At a glance

48.8%

of Philippine households, 13.56 million, had internet access at home in 2024, up from 17.7% in 2019, by the PSA-DICT National ICT Household Survey as reported by PTV News1

Press report of the government survey
67.3%

of Filipinos aged 10 and over, about 61.46 million people, had used the internet, by the PSA-DICT National ICT Household Survey as reported by SunStar in July 20252

Press report of the government survey. Other estimates use a different base and method
43.9%

of firms in the World Bank's 2023 Enterprise Survey of the Philippines reported experiencing power outages in their last complete fiscal year3

Share of firms with at least one outage in the year, not how often outages happen
P26.3B

invested by Globe Telecom in capex in the first half of 2026, equal to 31% of its service revenues, the company said4

Company-reported spending on telecom networks, not investment in IoT

02Where connectivity stands

Mobile networks

Median mobile download speed, Mbps

Q1 2023
25.29
Q1 2026
43.80

Median mobile download speed in the Philippines rose from 25.29 Mbps in Q1 2023 to 43.80 Mbps in Q1 2026, according to DICT figures based on Ookla Speedtest Intelligence data, as reported by TelecomLead5.

62%

5G population coverage in the Philippines rose from 22% to 62% in three years, and local government units with 5G from 120 to 460, according to DICT tracking reported by TelecomLead in August 20266

Globe Telecom said in August 2026 that its 5G outdoor population coverage had passed 98% across Metro Manila and key cities7.

Globe's figure is a company statement on outdoor coverage in Metro Manila and key cities. It is a different measure from DICT's national figure and does not mean 5G covers the whole country.

Connections and SIMs

137M

cellular mobile connections in the Philippines in late 2025, equal to 117% of the population, GSMA Intelligence data reported by DataReportal show. One person can hold several connections8

According to DataReportal, citing GSMA Intelligence, 89.0% of mobile connections in the Philippines could be considered broadband (3G, 4G or 5G) in late 20259.

These count connections, not people, and the broadband share is not a measure of how many people use mobile internet.

Homes, city and province

39.3%

of Philippine households with internet at home in 2024 connected through a mobile broadband network, according to the PSA-DICT survey as reported by PTV News10

DICT Secretary Henry Aguda said in February 2026 that nearly seven in ten Metro Manila households have internet access, while in many parts of Luzon, Visayas and Mindanao only three to four in ten are connected, Philstar reported11.

President Marcos said in his July 2025 State of the Nation Address that free public Wi-Fi sites had increased from 4,000 in 2022 to almost 19,000 as of 2025. DICT Secretary Henry Aguda later said they were placed across 6,183 geographically isolated and disadvantaged areas, GMA News reported12.

Government statements, not independently audited.

03Sensors and AI at work

On the grid

196,000

smart meters deployed by Meralco by February 2026, with more than 72,000 more planned that year and around 12 million targeted across its franchise over the next decade, Power Philippines reported13

Davao Light reported that its system average interruption frequency (SAIFI) fell from 10.49 to 3.40 and duration (SAIDI) from 430 to 260 minutes during a reliability programme that included about 250 cutout-mounted reclosers, which restore power after temporary faults, T&D World reported in June 202614.

The source does not say which years the Davao Light figures compare.
  • AboitizPower. The company said in May 2025 that it would expand AI and data analytics across its thermal plants, completing implementation in the Visayas that year and moving to Luzon next, using digital twin, early-warning and anomaly-detection systems that it said would mean fewer outage days15.
  • Meralco PowerGen. Kenny Martinez, its head of IT, said at an IBM roundtable in June 2025 that the company sees its IBM Maximo upgrade as a springboard toward predictive maintenance16.
These are company plans and statements, with no measured results yet.

On mobile networks

PLDT Enterprise said in June 2026 it would partner with 6D Technologies on an IoT connectivity management platform built on Smart's 5G-enabled infrastructure, naming use cases including fleet tracking, smart metering, industrial automation and cold chain monitoring17.

A company announcement of a platform and its intended uses, not a record of deployments.

When the power goes

During Severe Tropical Storm Kristine in October 2024, more than 389,000 customers across Meralco's franchise areas were affected by power interruptions, and the NTC said commercial power interruptions were the primary reason for telecom service disruptions, the Philippine Daily Inquirer reported18.

One storm, not an outage rate.

04Where the money is moving

Telecom network budgets

$2.2B+

allocated by PLDT, Globe and Converge in combined capital expenditure for 2026, Light Reading reported19

P55B

in capital expenditure committed by PLDT for 2026, about US$930 million, Light Reading reported in September 202620

These are budgets for telecom networks, not IoT investment. Light Reading's combined total covers PLDT, Globe and Converge and leaves out DITO. The company figures overlap with that total and should not be added together.

The national plan

P6 trillion

in investment needed over the 11-year National Digital Connectivity Plan, by Philstar's description in February 2026. DICT Secretary Henry Aguda called it the country's first comprehensive digital infrastructure master plan21

An estimate of the investment required, not money committed.

05What governments are changing

Rules that touch connected devices

  1. Cybersecurity. The US-ASEAN Business Council reported that the National Cybersecurity Plan 2023-2028, adopted by Executive Order 58, does not cover critical infrastructure and critical information infrastructure, and that DICT intends a separate order once a protection law is in place22.
  2. Cameras. The National Privacy Commission's CCTV rules (Circular 2024-02) require recorded footage to be encrypted and kept only as long as necessary for its purpose23. The circular covers CCTV, not other sensors.
  3. Networks. The Konektadong Pinoy Act (Republic Act No. 12234) lapsed into law, and its implementing rules were signed on 5 November 202524.
  4. Radio spectrum. NTC Memorandum Circular No. 004-06-2026 of 29 June 2026 allocated the 77-81 GHz band to movement-detection and alarm devices, such as radar sensors, at a maximum power of 50 mW EIRP, according to regulatory trackers25.

The Konektadong Pinoy Act, in brief

  • No franchise. Providers of data transmission services no longer need a congressional franchise or NTC certificate, except for basic telephone services, and generally need only to register with the NTC, according to a SyCipLaw briefing26.
  • Spectrum and satellites. Registered providers can directly use satellite technology and spectrum for their broadband networks, and the NTC with DICT must review existing spectrum allocations, PwC Philippines says27.
  • Shared infrastructure. The implementing rules direct DICT to ensure passive infrastructure is made available for co-location and co-use on an open, fair, reasonable and non-discriminatory basis, according to a SyCipLaw briefing28.
  • Security certification. Registered providers must follow national and global cybersecurity standards and, within two years of registration, secure a third-party cybersecurity certification, PwC Philippines says29.
  • Incidents and data. A December 2025 analysis by law firm Gorriceta Africa Cauton & Saavedra says providers must report material cybersecurity incidents to DICT's National Computer Emergency Response Team and process the personal data they collect under the Data Privacy Act30.
The Act regulates providers of data transmission services, not the makers or users of connected devices. Sources: SyCipLaw and PwC Philippines briefings, and one law firm's reading of the Act and draft rules.

06Trends to watch

07The problems our guests are solving

Joe Khoo on Building Real
Philippines

EP11Joe Khoo · Polar Cold

In the episode, Joe Khoo explains how Polar Cold grew out of a corporate venture studio run by energy company ENGIE, and how it moved from selling energy-efficient cold rooms to renting modular cold-storage boxes. Joe says Philippine small businesses use the boxes instead of chest freezers or built-in cold rooms. Polar Cold says its boxes carry onboard sensors and a mobile router, so the team can monitor them remotely.

~99

cold storage facilities, about 65 of them small or modular chiller-type units, to be built with P3 billion the Department of Agriculture said in January 2025 it had allocated31

A public programme, shown as context for cold storage in the Philippines. It is not a comparison with Polar Cold.
Watch the episode →

See how these conversations connect on the Discovery Atlas →

08Sources

One research agent gathered 38 figures from government, regulator and established data sources. A separate red-team agent then reopened every source, checked each number, its scope and its date, and looked for newer or conflicting data. It kept 8 figures as written, corrected 26 and cut 4. Each figure above links to its source below, with the date it refers to.

  1. PTV News reporting PSA-DICT NICTHS, 22 Jul 2025 · 2024 (vs 2019), reported Jul 2025
  2. SunStar Cebu reporting PSA-DICT NICTHS, 21 Jul 2025 · 2024 survey (as labelled by the press), reported Jul 2025
  3. World Bank Enterprise Surveys (WDI, updated Oct 2026) · 2023 survey wave
  4. Insider PH, 31 Aug 2026 · H1 2026
  5. TelecomLead reporting DICT (Ookla data), 20 Aug 2026 · Q1 2023 to Q1 2026
  6. TelecomLead reporting DICT, 20 Aug 2026 · As reported Aug 2026 (period end not stated by source)
  7. Insider PH, 31 Aug 2026 · Globe statement, Aug 2026 (H1 2026 results)
  8. DataReportal citing GSMA Intelligence, 5 Nov 2025 · Late 2025
  9. DataReportal citing GSMA Intelligence, 5 Nov 2025 · Late 2025
  10. PTV News reporting PSA-DICT NICTHS, 22 Jul 2025 · 2024, reported Jul 2025
  11. Philstar.com, 5 Feb 2026 · Feb 2026
  12. GMA News, 25 Jul 2026 · 2022 to 2025 (SONA July 2025)
  13. Power Philippines, 11 Feb 2026 · As of Feb 2026
  14. T&D World, 25 Jun 2026 · Reported Jun 2026 (years not stated by source)
  15. AboitizPower, 30 May 2025 · May 2025 company plan
  16. Power Philippines, 26 Jun 2025 · Jun 2025
  17. Developing Telecoms, 22 Jun 2026 · Jun 2026 announcement
  18. Philippine Daily Inquirer, Oct 2024 · Oct 2024 (single storm)
  19. Light Reading, 4 Sep 2026 · 2026 guidance, reported Sep 2026
  20. Light Reading, 4 Sep 2026 · 2026 guidance, reported Sep 2026
  21. Philstar.com, 5 Feb 2026 · Feb 2026
  22. US-ASEAN Business Council, 29 May 2024 · As of May 2024
  23. National Privacy Commission, 9 Aug 2024 · From Aug 2024
  24. SyCipLaw via Conventus Law, 3 Dec 2025 · Aug-Nov 2025
  25. CAICT regulatory tracker, Jun 2026; IB-Lenhardt, Jul 2026 · From Jun 2026
  26. SyCipLaw via Conventus Law, 3 Dec 2025 · From Aug 2025
  27. PwC Philippines, Sep 2025 · From Aug 2025
  28. SyCipLaw via Conventus Law, 3 Dec 2025 · From Nov 2025
  29. PwC Philippines, Sep 2025 · From Aug 2025
  30. Legal 500 (Gorriceta Africa Cauton & Saavedra), Dec 2025 · Dec 2025 analysis
  31. Department of Agriculture, 27 Jan 2025 · DA plan, Jan 2025