The North American Wireless M2M Market

• Understand the true potential of the North American cellular wireless M2M market.
• Anticipate future trends and technology developments.
• Evaluate the business opportunities in the main vertical market segments.
• Identify potential customers, partners and competitors in the US and Canada.
• Comprehend the differences and commonalities between North America and other regions.
• Profit from valuable insights about the most successful business propositions on the market.

• How large is the actual addressable market for wireless M2M in North America?
• Which are the fastest growing segments for cellular M2M technology in the US and Canada?
• When will cellular GPS safety and security equipment become a standard feature on the US automobile market?
• What are the main wireless alternatives to cellular technologies in North America?
• Are CDMA and GPRS viable communication bearers for AMI?
• What are the impacts of the FCC Sunset Clause for wireless M2M?
• How is cellular GPS tracking changing the fleet and logistics industries?
• What is driving the adoption of wireless POSterminals and security alarms?
• Who are the leading wireless M2M communication providers in the US and Canada?

Summary

Executive summary

1 Introduction to wireless M2M and the North American market

1.1 Introduction

1.1.1 From telemetry to M2M

1.1.2 Industry value network

1.2 Key vertical market segments

1.2.1 Motor vehicles

1.2.2 Electricity and gas meters

1.2.3 Other segments

1.3 Wireless M2M communication technologies

1.3.1 Cellular networks

1.3.2 Mobile Satellite Service (MSS)

1.3.3 Unlicensed frequencies

1.4 Cellular M2M data modules and terminals

1.4.1 Cellular M2M communication devices

1.4.2 Cellular M2M device vendors

2 Network operators and MVNOs

2.1 Cellular network operators

2.1.1 AT&T

2.1.2 Verizon Wireless

2.1.3 Sprint Nextel

2.1.4 T-Mobile USA

2.1.5 Second tier US cellular network operators

2.1.6 Canadian cellular network operators

2.2 Cellular M2M communication providers

2.2.1 Aeris

2.2.2 CrossBridge Solutions

2.2.3 Jasper Wireless

2.2.4 KORE Telematics

2.2.5 Numerex

2.2.6 Wyless

2.3 Non-cellular M2M communication providers

2.3.1 Inmarsat

2.3.2 Orbcomm

2.3.3 SkyTel

3 Market forecasts and trends

3.1 North American wireless M2M market summary

3.2 Private vehicles

3.3 Commercial vehicles

3.4 Electricity and gas meters

3.5 Security alarms

3.6 POS-terminals

4 Private vehicles

4.1 The North American private vehicle market

4.2 Car telematics solutions

4.2.1 Car telematics applications

4.2.2 Car telematics infrastructure

4.2.3 Car telematics value chain and stakeholders

4.3 Key player profiles

4.3.1 ATX Group

4.3.2 Cross Country

4.3.3 Hughes Telematics

4.3.4 Inilex

4.3.5 LoJack

4.3.6 OnStar

4.3.7 PassTime

4.3.8 WebTech Wireless

4.3.9 WorldScout

4.4 Automobile manufacturer telematics strategies

4.4.1 GM

4.4.2 Ford

4.4.3 Toyota

4.4.4 Daimler Chrysler

4.4.5 BMW

5 Commercial vehicles

5.1 The North American commercial vehicle market

5.2 Fleet management solutions

5.2.1 Fleet management applications

5.2.2 Fleet management infrastructure

5.2.3 Fleet management value chain and stakeholders

5.3 Key player profiles

5.3.1 @Road

5.3.2 AirIQ

5.3.3 Ayantra

5.3.4 Discrete Wireless

5.3.5 Fleetilla

5.3.6 General Electric

5.3.7 Grey Island

5.3.8 Networkcar

5.3.9 PeopleNet

5.3.10 Qualcomm WBS

5.3.11 SkyBitz

5.3.12 Teletrac

5.3.13 TomTom WORK

5.3.14 Tripmaster

5.3.15 Wireless Matrix

5.4 OEM commercial vehicle telematics solutions

5.4.1 Ford

5.4.2 Navistar International

5.4.3 Volvo Trucks

6 Electricity and gas meters

6.1 The North American utility industry

6.1.1 US electricity and gas market

6.1.2 Canada electricity and gas markets

6.1.3 North American utility industry players

6.2 AMI solutions

6.2.1 AMI applications

6.2.2 Advanced metering infrastructure

6.2.3 AMI value chain and stakeholders

6.3 Key player profiles

6.3.1 Bayard Group

6.3.2 Elster

6.3.3 Itron

6.3.4 Sensus Metering Systems

6.3.5 Comverge

6.3.6 CURRENT Communications

6.3.7 DCSI

6.3.8 Echelon

6.3.9 eMeter

6.3.10 Olameter

6.3.11 SmartSynch

6.3.12 Tantalus

6.3.13 Trilliant Networks

6.4 AMI deployments in the US and Canada

6.4.1 Pacific Gas & Electric

6.4.2 PECO

6.4.3 PPL Electric

6.4.4 TXU

6.4.5 Hydro One

7 Security alarms

7.1 The North American security alarm market

7.2 Cellular alarm monitoring solutions

7.3 Key player profiles

7.3.1 ADT

7.3.2 Brinks

7.3.3 Protection One

7.3.4 Monitronics

7.3.5 HSM

7.3.6 Alarm.com

7.3.7 AES IntelliNet

7.3.8 Honeywell Security & Custom Electronics

7.3.9 Telular

7.4 Impacts of the FCC Sunset Clause

8 POS-terminals

8.1 The North American POS-terminal market

8.2 POS-terminal payment transactions

8.3 Key player profiles

8.3.1 VeriFone

8.3.2 Ingenico

8.3.3 Hypercom

8.3.4 Thales

8.3.5 ExaDigm

8.3.6 Linkpoint

8.4 Secure cellular POS-terminal transactions infrastructure

8.4.1 Apriva SecurePOS

8.4.2 Transition from analogue to digital networks

Glossary

Index

List of Figures

Figure 1.1: Generic GPRS meter reading solution value network

Figure 1.2: Key vertical markets for wireless M2M in North America

Figure 1.3: Major cellular wireless networks in the US (Q1-2007)

Figure 1.4: Major cellular wireless networks in Canada (Q1-2007)

Figure 1.5: Cost versus time diagram for wireless technology integration

Figure 1.6: Natural size wireless M2M modules

Figure 1.7: Principal cellular M2M device vendors

Figure 2.1: Cellular One home area wireless M2M tariff

Figure 2.2: Bell Mobility wireless M2M tariff

Figure 2.3: KORE Telematics’ M2M platform

Figure 2.4: Orbcomm satellite communication frequencies and data rates

Figure 3.1 Cellular wireless M2M unit shipments by segment (North America 2006-2011)

Figure 3.2: Cellular wireless M2M connections by segment (North America 2006-2011)

Figure 3.3 Cellular wireless M2M connections by technology (North America 2006-2011)

Figure 3.4: Car telematics wireless M2M connections and penetration rate (2006-2011)

Figure 3.5: CV telematics wireless M2M connections and penetration rate (2006-2011)

Figure 3.6: Energy meters wireless M2M connections and penetration rate (2006-2011)

Figure 3.7: Security alarms wireless M2M connections and penetration rate (2006-2011)

Figure 3.8: POS-terminals wireless M2M connections and penetration rate (2006-2011)

Figure 4.1: Automobile manufacturer market shares (North America 2006)

Figure 4.2: Premium and luxury car brand market shares (US 2006)

Figure 4.3: Delivery chain for car telematics applications

Figure 4.4: Monthly average of OnStar response (June 2006)

Figure 4.5: OnStar pricing plan (2006/2007)

Figure 4.6: Tele Aid pricing plan (2006/2007)

Figure 5.1: New registrations of GVW 3-8 vehicles (US CYTD September 2006)

Figure 5.2: Commercial vehicle manufacturer market shares (US Q1-Q3 2006)

Figure 5.3: Fleet management infrastructure overview

Figure 6.1: Electricity market statistics (USA 2005/2006)

Figure 6.2: Gas market statistics (USA 2005)

Figure 6.3: Utility market statistics (Canada 2006)

Figure 6.4: Top 50 electric power utilities (North America 2006)

Figure 6.5: Top 25 North American gas utilities

Figure 6.6: Mixed multipoint and point-to-point advanced metering infrastructure

Figure 6.7: Advanced metering penetration by state (USA 2006)

Figure 7.1: Top five alarm monitoring service providers (USA 2006)

Figure 8.1: Top five POS-terminal suppliers (Worldwide 2006)