M2M - The Machine-to-Machine Markets, 2009-2013

• What is the size of M2M markets in Europe, North America and Asia and will it evolve?
• What are the key evolutions of the M2M products/services?
• What are the main vertical markets of M2M, currently and in the
coming years?
• What are the key drivers for the M2M market to take-off?
• Who are the leading players (telcos, hardware providers) on this
market and how are they positioning themselves?
• What are the quantified opportunities for telcos on cellular and
satellite networks?
• What are the main impacts of the economical downturn on the
M2M industry?

1. Executive Summary

1.1. M2M market is still growing despite the global downturn

1.2. M2M future growth will come from the development of new vertical markets

1.3. Telcos are trying to get a bigger share of M2M market

2. Methodology

3. Market structure & Key factors

3.1. Market overview

3.1.1. Definition

3.1.2. Market segmentation

3.1.3. Product / service trends

3.2. Current market estimates

3.2.1. Market by segment/platform

3.2.2. Market by geographical zone

3.3. Key drivers

3.3.1. Key Technologies

M2M architecture

Triggering technologies

(Mobile) Networking technologies

Other key technologies

Disruptive innovations

3.3.2. Regulatory environment

Automotive industry:

Healthcare

Energy/utilities

Fleet management

Commercial fishing

Maritime security

3.3.3. Consumption / Usages

Typology of consumption

Security market

Fleet management

Energy

Maintenance

Healthcare

4. Market structure and player strategies

4.1. Industry structure

4.1.1. Value chain

A combination of value chains

Sales strategies

Fragmentation and standardisation

4.1.2. Competition structure / landscape / environment

4.1.3. Business models

For providers

For end-users

4.2. Company profiles

4.2.1. Summary table

Modules vendors

Mobile network operators

Satellite operators

MVNO

Software players & IT service players

4.2.2. Detailed player profiles

Cinterion Wireless

Wavecom / Sierra Wireless

SimCom

Telit

Orange

Telenor

Bouygues Telecom

Telefónica/O2

Vodafone

NTT DoCoMo

BT

Wyless

Jasper

Orbcomm

Iridium

Inmarsat

Globalstar

4.3. Strategic analysis

4.3.1. Direct impacts of downturn on deployments

4.3.2. Towards market consolidation

4.3.3. Price competition on module market…

4.3.4. … And also on service and the connectivity market

4.3.5. Value propositions from players are still quite distinct

Technical differentiation

Differentiation through offerings and business models

4.3.6. Vertical adoption

5. Markets and forecasts

5.1. Market development factors

5.1.1. Analysis of growth drivers

5.1.2. Forecast hypotheses

5.2. Market forecasts

5.2.1. Forecasts 2009-2013

5.2.2. Forecasts by market segment, by platform

Connectivity

Software & IT services

Hardware & associated services

List of tables

Table 1: M2M market segmentation

Table 2: Comparison of the features of the leading cellular M2M solutions

Table 3: Fixed IP address description

Table 4: Comparison of key elements in standard and M2M operators’ business models

Table 5: Key M2M deployments in security industry

Table 6: Key M2M deployments in the fleet management industry

Table 7: Key M2M deployments in the energy industry

Table 8: Key M2M deployments in the Maintenance market

Table 9: Healthcare Expenditure per Capita in selected countries in 2007

Table 10: OECD Health Expenditure

Table 11: Key M2M deployments in the Healthcare industry

Table 12: Main acquisitions in the M2M space

Table 13: Connectivity revenues in Europe

Table 14: Connectivity revenues in North America

Table 15: Connectivity revenues in Asia Pacific

Table 16: Software & IT services revenues in Europe

Table 17: Software & IT services revenues in North America

Table 18: Software & IT services revenues in Asia Pacific

Table 19: Hardware & IT services revenues in Europe

Table 20: Hardware & IT services revenues in North America

Table 21: Hardware & IT services revenues in Asia Pacific

List of figures

Figure 1: World M2M market, 2009-2013

Figure 2: World M2M market by zone, 2009-2013

Figure 3: M2M development by vertical industry

Figure 4: Smart machines value chain

Figure 5: Gemalto value proposition

Figure 6: Hybrid solution from Wavecom

Figure 7: Cellular M2M modules or SIM cards

Figure 8: Satellite-based M2M modules

Figure 9: Connectivity revenues in Europe, North America and Asia Pacific

Figure 10: Overall cellular M2M market

Figure 11: Overall satellite M2M market

Figure 12: Architecture of an M2M solution

Figure 13: "Mundo maquina" pricing typology from Telefónica

Figure 14: Bombardier maintenance application illustration

Figure 15: Smart machines value chain

Figure 16: StarService illustration

Figure 17: Orange offering description

Figure 18: Positioning of Telefónica

Figure 19: Jasper positioning

Figure 20: Orbcomm’s major customers and end users

Figure 21: Iridium markets by mid-2008

Figure 22: The Guardian Sentinel service

Figure 23: M2M development by vertical industry

Figure 24: M2M markets

Figure 25: World Cellular M2M markets

Figure 26: Share of cellular M2M revenues in mobile data revenues in Europe