Wireless Telematics & Machine to Machine Entering the Growth Phase, 2006-2011

Glossary

Executive Summary

Introduction and Background

How it Works

Figure ES1: Diagrammatic Representation of the Components of a Wireless Machine to Machine System

The Players

Forecasts

Figure ES2: Rate of Growth of Total Wireless M2M Market 2006-2011 (Two Growth Scenarios) Breakdown by Industry Segment

Table ES1: M2M Market Split by Industry Segment ($bn) Breakdown by Supplier Category

Table ES2: Wireless M2M Revenues Split by Supplier Category: SIM Cards, Hardware/Equipment, Development Integration and Support Breakdown by Geographical Region

Table ES3: M2M Market Split by Region ($bn) Drivers and Inhibitors to M2M Adoption

Table ES4: Drivers and Inhibitors for Widespread M2M Adoption Conclusions and Looking Forward

1. Background and Enabling Technology

1.1 Introduction

Figure 1.1 - Outline of a Wireless Machine to Machine System

1.2 How it Works

Figure 1.2: Diagrammatic Representation of the Components of a Wireless Machine to Machine System

1.2.1 The Device

1.2.2 Transmission Over Wireless

1.2.3 Receipt of Data

1.2.4 Wireless Coverage

1.2.5 Performance

Table 1.1: Evolution of Wireless Technologies

2. The Supply Chain

2.1 Introduction

2.2 The Players

Figure 2.1 - Supplier Types along the Supply Chain

Table 2.1 Examples of Supplier Categories

2.2.1 Skills and Services

2.3 Composing the Solution

Figure 2.2: A Typical M2M Enabled Wireless Device

2.3.1 Stages in Solution Development

2.3.2 Ongoing Maintenance, Support and Services

2.4 The Buyer’s Perspective

2.4.1 Making the M2M Business Case

Table 2.2: Costs and Benefits of M2M Enabling an Enterprise

2.4.2 Rolling Out Large Scale M2M

3. Commercial Applications of Machine to Machine

3.1 Special Solution Needs by Industry Segment

Table 3.1: Special Solution Needs by Industry Segment

3.1.1 Examples of Commercially Available Products

Table 3.2 - Examples of Commercially Available Products

3.2 Commercial Vehicle and Asset Tracking

3.2.1 Heavy Goods Vehicles

3.2.2 Light Goods Vehicles

3.2.3 Other Tracking Applications of Moving Objects

3.3 Telematics - In-car Navigation for Private Motorists

Figure 3.1: Diagrammatic Representation of an in-car Telematic System with GPS Positionig

3.4 Buildings and Construction Industry

3.5 Telesurveillance of Businesses and Homes

Figure 3.2: ePerSpace Home Platform Architecture

3.6 Telemetry - Remote Meter Reading

3.7 Automated Electronic Signs

Figure 3.3: Architecture of an Electronic Message Sign System

3.8 Mobile Device Management

3.9 Radio Frequency Identification

4. Operator Strategies

4.1 Introduction

4.2 Approaches to Providing M2M Solutions

4.2.1 Partnering

4.2.2 Pricing

4.3 Billing for Wireless M2M

4.4 Examples of Wireless M2M Offerings

Table: 4.1: Examples of Wireless Operators Providing M2M Services

4.5 Wireless MVNOs

4.6 The Market Opportunity

4.7 Conclusions

4.8 Operator Profiles

4.8.1 Mobius Networks

i. Contact Details

ii. Corporate Background

iii. Machine to Machine Strategy

iv. Offerings

v. Partners and Customers

4.8.2 Orange UK

i. Contact Details

ii. Corporate Background

iii. Machine to Machine Strategy

iv. Orange M2M Connect

Figure 4.1: Orange M2M Connect Platform

v. Partners and Customers

4.8.3 T-Mobile UK

i. Contact Details

ii. Corporate Background

iii. Machine to Machine Strategy

iv. Offerings

v. Partners and Customers

4.8.4 Wyless Plc

i. Contact Details

ii. Corporate Background

iii. Machine to Machine Strategy

iv. Customers and Partners

5. Supplier Strategies

5.1 Device Suppliers

5.2 M2M Solution Providers

5.2.1 Approaches and Opportunities

5.2.2 Pricing

5.2.3 Project Management

5.3 Alliances

5.3.1 Microsoft and Fiat

5.3.2 Trafficmaster

5.3.3 Wavecom and IBM

5.3.4 Future Alliances in M2M

5.3.5 Market Opportunity for Device Makers

5.3.6 Systems Integrators

5.4 Conclusion

5.5 Profiles

Table 5.1: Suppliers Positions in the Supply Chain

5.5.1 BT redcare Group

i. Contact Details

i. Corporate Background

ii. Machine to Machine Strategy

iii. Offerings

Table 5.2: BT redcare Product Offerings

Figure 5.1: redcare GSM Service Delivery

iv. Partners and Channels

5.5.2 Digi International

i Contact Details

ii. Corporate Background

iii. Machine to Machine Strategy

iv. Offerings

Figure 5.2: Digi Connect WAN

v. Partners and Customers

5.5.3 Highdeal SA

i. Contact Details

i. Corporate Background

ii. Machine to Machine Strategy

iii. Highdeal Transactive

Figure 5.3: Highdeal Transactive Architecture

iv. Partners and Customers

5.5.4 LogicaCMG

i. Contact Details

ii. Corporate Background

iii. Machine to Machine Strategy

iv. Instant Energy

Figure 5.4: Instant Energy

v. Partners and Customers

5.5.5 mFormation

i. Contact Details:

ii. Corporate Background

iii. Remote Mobile Device Management Strategy

iv. Service Manager Suite

Figure 5.5: Over the Air Firmware Updating

v. Partners and Customers

5.5.6 Siemens Communications - Wireless Modules Division

i. Contact Details

ii. Corporate Background

iii. Machine to Machine Strategy

iv. Offerings

a. Devices

v. Solutions

vi Partners and Customers

5.5.7 T+ Medical (formerly eSan Limited)

i. Contact details

ii. Corporate Background

iii. The t+ diabetes Self-Management System

iv. Partners and Customers

5.5.8 Volvo Truck Corporation

i Contact Details

ii. Corporate Background

iii. Dynafleet Online

iv. Charges

5.5.9 Wavecom SA

i. Contact details

ii. Corporate Background

iii. Machine to Machine and Telematics Strategy

iv. Offerings

v. Partners and Customers

6. Machine to Machine Drivers and Inhibitors

6.1 Introduction

6.2 Drivers Today

6.2.1 New Benefits and Revenue Opportunities for Participants in the Supply Chain

Table 6.1: Comparison of Value Drivers for Different Industry Segments

6.3 The Growth of Wireless Data Services and Enablers

6.3.1 Public Wireless Networks

6.3.2 New Wireless Networks

6.3.3 Geographical Positioning for Telematics

6.3.4 Devices

6.4 New Legislation

6.5 The Mainstream Adoption of Telematics

6.6 Inhibitors Today

6.6.1 The Complexity of the Value Chain and M2M Ecosystems

6.6.2 Business Case

i. High Cost of Ownership

6.6.3 Technology Challenges

6.6.4 Lack of Back Office Integration

6.6.5 Security

6.6.6 Regulatory and Other Uncertainties

6.7 Conclusion

Figure 6.1: Summary of Market Drivers and Constraints for M2M Demand and Supply Side

7. Machine to Machine Forecasts

7.1 Introduction

Figure 7.1: M2M/Telematics Product Life Cycle

7.1.1 Forecast Methodology

Figure 7.2: Overall Juniper Research Forecasting Methodology

7.2 Market Size and Revenues for the Total M2M Market

Table 7.1: Size and Growth Rate of Global Wireless M2M Market ($bn)

Figure 7.3: Total Wireless Revenues for M2M Market ($bn) (Two Growth Scenarios) 2006-2011

7.2.1 M2M Split by Industry Segment

Table 7.2: Total Revenues from Wireless M2M Market ($bn) Split by Industry Segment (AMR, Telematics, Rest of Segments) 2006-2011

7.2.2 Market Size and Revenues of the Wireless Automated Meter Reading (AMR) Segment

7.2.3 Market Size and Revenues of the Utilities Segment

Figure 7.4: Comparison of Wireless AMRs Devices Deployed Against Wired AMRs (m) 2006-2011

Table 7.3: Number of Wireless AMR Devices (m). Regional Forecasts 2006-2011

7.3 The Enel Project

Table 7.4: Market Value of Wireless AMR Segment ($bn). Regional Forecasts 2006-2011

Figure 7.5: The Enel Project: Annual and Cumulative Installation Costs ($m) of 30 Million AMRs

Table 7.5: Cost of Installation of Wireless AMRs ($bn). Regional Forecasts 2006-2011

Table 7.6: Cost Reductions Resulting From Installation of Wireless AMRs ($bn) Regional Forecasts 2006-2011

Table 7.7: Expected Revenues from Wireless AMR Deployment ($bn). Regional Forecasts 2006-2011

Figure 7.6: Global Cost and Revenues of AMR Installation ($bn) 2006-2011

7.4 Telematics - Market Size and Forecasts

Figure 7.7: Total Number of Telematics Units (m). Regional Forecasts 2006-2011

Table 7.8: Total Number of Telematics Units (m). Regional Forecast 2006-2011

Table 7.9: Global Revenues for Telematics Segment ($bn) 2006-2011

Figure 7.8: Global Revenues for Telematics Segment ($bn) 2006-2011

Figure 7.9: Global Average Price of Telematics Units ($) 2006-2011

7.4.1 Market Size and Revenues of the Remaining Wireless M2M Segments

7.4.2 Wireless M2M Revenues Split by Supplier Category

Table 7.10: Wireless M2M Revenues ($bn) Split by Supplier Category: (SIM Cards, Hardware/Equipment, Development Integration and Support) 2006-2011

Figure 7.10: Wireless M2M Revenues ($bn) split by Supplier Category (SIM Cards, Hardware/Equipment, Development Integration and Support) 2006-2011

7.5 Estimating the Global Population of Wireless M2M Devices

Table 7.11: Total Wireless M2M Devices (m) 2006-2011

Figure 7.11: Total Wireless M2M Devices (m) 2006-2011

7.5.1 Growth of Wireless Devices According to Industry Segment

Table 7.12: Wireless M2M Devices (m) Split by Industry Segment (AMR, Telematics, Rest of Segments) 2006-2011

Figure 7.12: Wireless M2M and Telematics Units Split by Industry Segment (AMR, Vehicles and the Rest of Segments) 2006-2011

Table 7.13: % Split of Wireless Device Numbers by Industry Segment (AMR, Telematics, Rest of Segments) 2006-2011

7.5.2 Contrasting Global M2M/Telematics Units to Global Mobile Subscribers Population

Figure 7.13: Comparing Global M2M Units and Mobile Subscribers

Table 7.14: Annual % Growth Rates of Mobile Subscribers (m) and M2M/Telematics Units (m) 2006-2011

7.6 Regional Differences in the M2M Market

7.6.1 Regional Split of M2M Market

Table 7.15: Total Wireless M2M Market ($bn) Regional Forecasts 2006-2011

Figure 7.14: Total Wireless M2M Market ($bn) Regional Forecast 2006-2011

7.6.2 Regional Split of Wireless M2M Market by Number of Devices

Table 7.16: Total Number of Wireless M2M Devices (m) Regional Forecasts 2006-2011

Figure 7.15: Total Number of Wireless M2M Devices (m) Regional Forecasts 2006-2011

Table 7.17: % Split of Total Wireless M2M Devices Regional Forecasts 2006-2011

7.7 Conclusions and Looking Forward

Appendix 1: Web Addresses for Companies Included