The Global Wireless M2M Market - 5th Edition

NEW YORK, Oct. 10, 2013 /PRNewswire/ -- Reportlinker.com announces that a new market research report is available in its catalogue:

The Global Wireless M2M Market – 5th Edition
http://www.reportlinker.com/p01659497/-The-Global-Wireless-M2M-Market-–-5th-Edition.html#utm_source=prnewswire&utm_medium=pr&utm_campaign=Electronic_Component_and_Semiconductor

The global wireless M2M market remained strong in 2012, displaying growth in all major world regions and vertical segments. Berg Insight estimates that shipments of cellular M2M devices increased by 15.2 percent to a new record level of 54.9 million units. Adjusted for churn, this resulted in net additions of 27.5 million M2M connections in 2012, taking the worldwide number of cellular M2M subscribers to an estimated 134.9 million. Until 2018, Berg Insight forecasts that shipments of cellular M2M devices are forecasted to grow at a compound annual growth rate (CAGR) of 24.0 percent to reach 185.0 million units. Due to the wide adoption of wireless M2M technology across many industries, a substantial share of M2M device shipments is now generated from replacement sales. Furthermore there will be a growing number of dormant devices in segments such as automotive and consumer electronics that never become activated. As a result the net increase of M2M subscribers will be substantially lower than M2M device shipments. Berg Insight forecasts that the number of cellular M2M connections will grow at a compound annual growth rate (CAGR) of 24.4 percent between 2013 and 2018 to reach 489.9 million at the end of the period.

East Asia, Western Europe and North America were relatively close in size and accounted for nearly 75 percent of the global cellular M2M subscriber base at the end of 2012. Until 2018, the relative share of the regions is expected to decrease slightly as adoption takes off in other parts of the world. East Asia became the largest regional market with 37.8 million cellular M2M subscribers at the end of 2012 after recording a year-on-year growth rate of 34 percent.

Western Europe came second with 32.6 million M2M subscribers and 28 percent year-onyear growth. North America fell to the third place with 31.0 million cellular M2M subscribers, as the year-on-year growth rate slowed down to 11 percent. Among individual countries, China and the US were tied in the first place with around 28.4 million M2M subscribers each. The combined size of the EU market was even larger with approximately 35 million M2M subscribers.

The market conditions for wireless M2M technology industry players have improved in the past year. Global economic recovery and continued progress along the technology adoption curve in almost every part of the world have underpinned the long-term volume growth trend. The shift in the North American market towards 3G and eventually 4G platforms have stabilised hardware ASPs, which could even increase in the coming years as Europe starts to follow. Consolidation among module vendors has created three global players – Sierra Wireless, Gemalto M2M and Telit – that have improved their financial performance. There are however still challengers in the market and in Mainland China the competitive situation is extremely fierce. On the software side, the main rift is between in-house and off-the-shelf solutions. There are currently two global providers of M2M connectivity platforms for mobile operators – Ericsson and Jasper Wireless – who compete as much against proprietary operator platforms as each other. In the application enablement platform space, the competition from in-house solutions is even stronger and no player has yet managed to attain any clear market leadership. The next category of players that will become increasingly involved in the M2M industry will come from the data analytics space, as new technology enables increasingly sophisticated analysis of data from M2M devices. Berg Insight expects to see a series of announcements of new partnerships between mobile operators and leading players in the big data space in the coming year.

The connected car and the connected enterprise are the two main trends currently shaping the development of the global wireless M2M market. GM is taking the next step in connected cars by introducing LTE connectivity as a standard feature across its model range in the US during 2014. At the same time adoption in Europe is boosted by the imminent implementation of the eCall mandate. The global automotive industry is no longer planning, but executing strategies to make always-on connectivity an integral part of the driving experience. These developments are a part of an even larger trend around the connected enterprise. The world's best managed corporations are in the process of mastering how connectivity can help improving the efficiency of their daily operations to increase revenues and reduce costs. The transformation occurs in organisations of all sizes in all sectors and ensures a high steady growth for the M2M industry.

Highlights from the fifth edition of the report:

• 360-degree overview of the M2M ecosystem.
• Updated profiles of the main suppliers of wireless M2M modules and software platforms.
• Reviews of the M2M strategies of leadingmobile operators.
• Summary of industry trends in key verticalmarket segments.
• Statistical data on M2M adoption in major regionsand industries.
• Extensive global and regional market forecastslasting until 2018.

This report answers the following questions:

• How will the global wireless M2M market evolve over the next five years?
• What are the main drivers behind growth in Europe, the Americas and Asia-Pacific?
• What is the status of M2M in emerging markets?
• What are the leading global mobile operators' strategies for the M2M market?
• Which are the strategic options for moving up the M2M value-chain?
• Who are the leading providers of M2M connectivity and application enablement platforms?
• What are the latest trends in connected cars?
• Why is Big Data analytics crucial for the future of the M2M industry?

Who should buy this report?

The Global Wireless M2M market is the foremost source of information about all major vertical markets for wireless M2M.
Whether you are a module vendor, telematics vendor, utility, vehicle manufacturer, telecom operator, investor, consultant, or government agency, you will gain valuable insights from our indepth research.

Table of Contents

Table of Contents i
List of Figures vi
Executive summary 1

1 Introduction to wireless M2M 3
1.1 Introduction 3
1.2 Devices 5
1.2.1 Chipsets, modules and terminals 5
1.2.2 SIM solutions and embedded UICC 9
1.2.3 Device design and machine integration 11
1.2.4 Value chain 12
1.3 Networks 13
1.3.1 GSM/HSPA networks 14
1.3.2 CDMA networks 16
1.3.3 LTE networks 17
1.3.4 Non-cellular wireless networks and hybrid solutions 18
1.3.5 M2M software platforms 20

1.4 Applications 22
1.4.1 Car telematics 22
1.4.2 Fleet management 23
1.4.3 Smart grids and intelligent metering 24
1.4.4 Fixed wireless communication 25
1.4.5 Remote control and monitoring 26
1.4.6 Consumer electronics 26
1.5 Solution providers and integrators 26
1.5.1 Device manufacturers 27
1.5.2 System integrators 28
1.5.3 Vertical ASPs 29
1.5.4 B2B/B2C service providers 30
1.5.5 OEMs 31

2 M2M technology providers 33
2.1 Wireless M2M module vendors 34
2.1.1 Sierra Wireless 36
2.1.2 Gemalto M2M 41
2.1.3 Telit 45
2.1.4 SIMCom 48
2.1.5 u-blox 50
2.1.6 Huawei 52
2.1.7 Novatel Wireless 54
2.1.8 Other embedded module vendors 56
2.2 SIM and device management solution providers 58
2.2.1 Giesecke & Devrient 58
2.2.2 Oberthur Technologies 59

2.2.3 Red Bend 60
2.2.4 Safran Morpho 60
2.3 M2M connectivity platform providers 62
2.3.1 Amdocs 62
2.3.2 Comarch 63
2.3.3 Ericsson 63
2.3.4 Jasper Wireless 65
2.3.5 Macheen 66
2.3.6 nTels 66
2.4 M2M application enablement platform providers 67
2.4.1 Axeda 67
2.4.2 Etherios 68
2.4.3 ILS Technology 68
2.4.4 ThingWorx 69
2.5 Industry analysis 69
2.5.1 New challenges ahead for wireless module vendors 70
2.5.2 Buy versus build remains the top issue in a fragmented M2M platform market 73
2.5.3 Big Data analytics and the future of the M2M industry 75

3 M2M communication providers 77
3.1 Europe 78
3.1.1 Vodafone 81
3.1.2 Deutsche Telekom 84
3.1.3 Telefónica 87
3.1.4 Orange 90
3.1.5 Telenor 92
3.1.6 Everything Everywhere 94
3.1.7 KPN 95
3.1.8 MTS 96
3.1.9 Swisscom 96
3.1.10 Telecom Italia 97
3.1.11 Telekom Austria 98
3.1.12 TeliaSonera 99
3.1.13 Other M2M connectivity providers 100
3.2 The Americas 102
3.2.1 AT&T 104
3.2.2 Verizon Communications 108
3.2.3 Sprint 112
3.2.4 T-Mobile USA 114
3.2.5 Rogers Communications 115
3.2.6 América Móvil 116
3.2.7 Vivo 117
3.3 Asia-Pacific 117

3.3.1 China Mobile 119
3.3.2 China Telecom 120
3.3.3 China Unicom 121
3.3.4 NTT Docomo 121
3.3.5 Softbank 122
3.3.6 KDDI 123
3.3.7 SK Telecom 124
3.3.8 SingTel 125
3.3.9 Telstra 126
3.4 Middle East and Africa 127
3.4.1 Etisalat 127
3.4.2 Turkcell 128
3.4.3 Vodacom 128
3.5 M2M managed service providers 129

3.5.1 Aeris Communications 129
3.5.2 KORE Telematics 130
3.5.3 Maingate 131
3.5.4 Numerex 132
3.5.5 RACO Wireless 132
3.5.6 Wireless Logic 133
3.5.7 Wyless 134
3.6 Satellite network operators 135
3.6.1 Orbcomm 136
3.6.2 Iridium 137
3.6.3 Inmarsat 138
3.6.4 Globalstar 138
3.7 Industry analysis 139
3.7.1 Strategies for driving M2M revenue growth 140
3.7.2 International operator M2M alliances 142

4 Key vertical markets 145
4.1 OEM automotive 146
4.1.1 Automotive industry trends 148
4.1.2 Automobile manufacturer telematics strategies 152
4.1.3 Regional market trends 161
4.2 Aftermarket automotive 166
4.2.1 Key industry players 168
4.2.2 Enterprise solutions – fleet management 170
4.2.3 Consumer solutions – SVT, usage-based insurance and vehicle financing 174

4.2.4 Government solutions – vehicle tax collection and monitoring 176
4.3 Utilities – smart grids and metering 177
4.3.1 Energy meters 178
4.3.2 Regional smart meter market trends 180
4.3.3 Mobile communication technologies and smart metering networks 183
4.4 Other vertical markets 184
4.4.1 POS-terminals 185
4.4.2 Security alarms 187
4.4.3 Consumer electronics 189
4.4.4 Healthcare 191
4.4.5 Other industrial and enterprise 193

5 Market analysis and forecasts 195
5.1 Global market 195
5.1.1 Devices 196
5.1.2 Network connectivity 199
5.1.3 Vertical markets 202
5.1.4 Technology standards 205
5.2 Europe 206
5.3 North America 212
5.4 Latin America 216
5.5 Asia-Pacific 219
5.6 Middle East & Africa 223

Glossary 227

List of Figures

Figure 1.1: Core elements of wireless M2M solutions 4
Figure 1.2: Cost versus time diagram for wireless technology integration 6
Figure 1.3: Examples of wireless M2M modules 7
Figure 1.4: Examples of wireless M2M terminals 8
Figure 1.5: Comparison of SIM form factors 9
Figure 1.6: System architecture for an end-to-end M2M solution 11
Figure 1.7: M2M device value chain overview 12
Figure 1.8: Top global GSM/HSPA operators by subscriber base (Q1-2013) 14
Figure 1.9: Top global CDMA operators by subscriber base (Q1-2013) 16
Figure 1.10: Top global LTE operators by subscriber base (Q2-2013) 18
Figure 2.1: Top wireless module vendors, by M2M sales and shipments (World 2012) 35
Figure 2.2: Sierra Wireless embedded modules and terminals (Q2-2013) 39
Figure 2.3: Gemalto M2M embedded modules and terminals (Q2-2013) 42
Figure 2.4: Telit embedded modules and terminals (Q2-2013) 46
Figure 2.5: SIMCom embedded wireless modules (Q2-2013) 49
Figure 2.6: u-blox embedded wireless modules (Q2-2013) 51
Figure 2.7: Huawei embedded wireless modules (Q2-2013) 53
Figure 2.8: Novatel Wireless embedded modules and integrated devices (Q2-2013) 55
Figure 2.9: M2M connectivity platform selection by mobile operator (Q3-2013) 61

Figure 2.10: Financial data for key embedded wireless module vendors (H2-12/H1-13) 71
Figure 3.1: Mobile operators by M2M subscriber base (World Q4-2012) 77
Figure 3.2: Europe M2M connectivity market data (Q4-2012) 79
Figure 3.3: Mobile operators in Europe by M2M subscriber base (Q4-2012) 80
Figure 3.4: CDMA450 mobile networks in Western and Central Europe (Q3-2013) 101
Figure 3.5: The Americas M2M connectivity market data (Q2-2013) 103
Figure 3.6: Examples of manufacturers of M2M devices certified by AT&T 107
Figure 3.7: Examples of manufacturers of M2M devices certified by Verizon 110
Figure 3.8: Sprint M2M Partners 113
Figure 3.9: Asia-Pacific M2M connectivity market data (2012/2013) 118
Figure 3.10: Satellite network operator by M2M subscriber base (Q2-2013) 135
Figure 3.11: Multilateral mobile operator M2M alliances (Q2-2013) 142
Figure 4.1: Estimated annual production of machines by category (World 2012) 145
Figure 4.2: Motor vehicle production, by region and country (World 2012) 147
Figure 4.3: Top automobile manufacturers by vehicle output (2012) 149

Figure 4.4: Motor vehicle sales by market (2012) 151
Figure 4.5: OnStar FMV rearview mirror telematics device 153
Figure 4.6: Renault R-Link screenshot 157
Figure 4.7: OEM truck telematics systems in Europe and the Americas 160
Figure 4.8: Telematics availability in the US (H1-2013) 162
Figure 4.9: Telematics availability in the EU (H1-2013) 163
Figure 4.10: Estimated number of vehicles in operation (World 2011) 167
Figure 4.11: Financial data for key players in aftermarket telematics (FY2012/2013) 169
Figure 4.12: Major fleet management providers by installed base (2012/2013) 171
Figure 4.13: Major providers of private vehicle tracking by installed base (2012) 173
Figure 4.14: Energy meter population, by region (World 2013) 178
Figure 4.15: Energy meter shipments, by region (World 2012) 179
Figure 4.16: Smart meter penetration in key markets (2012/2020) 180
Figure 4.17: POS-terminal installed base in major markets (World 2012) 185
Figure 4.18: Top providers of monitored security alarms (World 2012) 187

Figure 4.19: Home medical monitoring device categories by installed base 192
Figure 5.1: Cellular M2M device shipments forecast, by region (World 2012–2018) 197
Figure 5.2: Cellular M2M device revenue forecast, by region (World 2012–2018) 198
Figure 5.3: Cellular M2M subscriber forecast, by region (World 2012–2018) 200
Figure 5.4: Cellular M2M network revenue forecast, by region (World 2012–2018) 201
Figure 5.5: Cellular M2M communication market forecast, by vertical (World 2012–2018) 203
Figure 5.6: Cellular M2M revenue forecast, by vertical (World 2012–2018) 204
Figure 5.7: Cellular M2M market forecast, by network technology (World 2012–2018) 205
Figure 5.8: Cellular M2M subscriber estimates for European countries (2011–2013) 207
Figure 5.9: Cellular M2M communication market forecast (Europe 2012–2018) 210
Figure 5.10: Cellular M2M communication revenue forecast (Europe 2012–2018) 211
Figure 5.11: Cellular M2M communication market forecast (North America 2012–2018) 214
Figure 5.12: Cellular M2M communication revenue forecast (North America 2012–2018) 215
Figure 5.13: Cellular M2M communication market forecast (Latin America 2012–2018) 217
Figure 5.14: Cellular M2M communication revenue forecast (Latin America 2012–2018) 218
Figure 5.15: Cellular M2M communication market forecast (Asia-Pacific 2012–2018) 220
Figure 5.16: Cellular M2M communication revenue forecast (Asia-Pacific 2012–2018) 221
Figure 5.17: Cellular M2M communication market forecast (MEA 2012–2018) 224
Figure 5.18: Cellular M2M communication revenue forecast (MEA 2012–2018) 225

To order this report: The Global Wireless M2M Market – 5th Edition
http://www.reportlinker.com/p01659497/-The-Global-Wireless-M2M-Market-–-5th-Edition.html#utm_source=prnewswire&utm_medium=pr&utm_campaign=Electronic_Component_and_Semiconductor

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