The Global Wireless M2M Market

• Understand the dynamics of the global wireless M2M market.
• Evaluate propositions from the leading suppliers of wireless M2M hardware.
• Learn about the M2M strategies of innovative mobile operators.
• Identify the most successful solution providers in key vertical and geographical markets.
• Quantify the addressable market size for wireless M2M technology in key vertical segments.
• Profit from valuable insights about the most successful business and technology propositions on the market.

List of Figures

Executive summary

1 Introduction to wireless M2M

1.1 Introduction

1.2 Devices

1.2.1 Chipsets, modules and terminals

1.2.2 Device design and machine integration

1.2.3 Value chain

1.3 Networks

1.3.1 GSM/HSPA networks

1.3.2 CDMA networks

1.3.3 Other wireless networks

1.3.4 ISM frequency bands

1.4 Applications

1.4.1 Car telematics

1.4.2 Fleet management

1.4.3 Smart metering

1.4.4 POS-terminals

1.4.5 Security alarms

1.4.6 Remote management of assets and products

2 Market forecasts and trends

2.1 Addressable market

2.1.1 Energy meters

2.1.2 Motor vehicles

2.1.3 Communication devices

2.2 Vertical market trends

2.2.1 Car telematics: OEMs prepare for massive rollouts

2.2.2 Fleet management: Vehicles get connected to advanced IT systems

2.2.3 Smart metering: A key component in future energy systems

2.2.4 POS-terminals and security alarms: Fixed-to-mobile substitution trend

2.2.5 Remote product and asset management: Early adopters start deployments

2.3 Regional market trends

2.3.1 Europe: Metering and automotive applications drive volume growth

2.3.2 North America and Latin America: OEM automotive dominates the market

2.3.3 Asia-Pacific: Early development phase

2.3.4 Middle East and Africa: Focus on security applications

2.4 Device market analysis

2.4.1 Cellular M2M device shipments

2.4.2 Market trends

2.4.3 Value chain analysis

2.5 Network service market analysis

2.5.1 Cellular M2M network connections

2.5.2 Market trends

2.5.3 Value chain analysis

3 Wireless M2M devices

3.1 Technology development trends

3.1.1 Cellular chipset trends

3.1.2 M2M module functionality

3.1.3 Module device management services

3.1.4 Peripheral components

3.2 Wireless M2M module vendors

3.2.1 Siemens Wireless Modules

3.2.2 Wavecom

3.2.3 Telit

3.2.4 SIM Technology

3.2.5 Sagem Communications

3.2.6 Motorola

3.2.7 Enfora

3.2.8 Kyocera Wireless

3.2.9 Sierra Wireless

3.2.10 Other vendors

3.3 Examples of companies integrating wireless M2M modules

3.3.1 Car telematics: Continental Automotive Systems

3.3.2 Fleet management: Mobile Devices

3.3.3 POS-terminals: Ingenico

3.3.4 Remote product management: ABB Robotics

3.3.5 Security alarms: Telular

3.3.6 Smart metering: Landis+Gyr

4 Europe

4.1 EU: The European eCall initiative

4.1.1 A pending political process

4.1.2 Standardisation work

4.1.3 Private eCall service in Europe: PSA Appel d’urgence

4.2 Benelux: Commercial vehicle fleet management

4.2.1 Transics: Online connectivity for trucks

4.2.2 TomTom WORK: Connected navigation for professionals

4.3 Germany: Automotive and transport telematics

4.3.1 Telematics for premium cars: BMW and Porsche

4.3.2 OEM truck telematics: Daimler Services FleetBoard

4.3.3 Toll Collect: Germany’s road toll collection system for heavy trucks

4.4 Italy: Motor insurance providers embrace telematics

4.5 Scandinavia: Smart metering for all electricity customers

4.6 United Kingdom: Vehicle tracking

4.7 European mobile operator M2M strategies

4.7.1 France Telecom: Implementing a global M2M group strategy

4.7.2 Telenor Sweden: M2M connections exceed prepaid subscriptions

4.7.3 Wyless: Global M2M managed service provider

5 North America and Latin America

5.1 North America: Car telematics goes mainstream

5.1.1 General Motors leads the way with OnStar

5.1.2 ATX Group and Hughes Telematics target premium brands

5.1.3 Passtime and CalAmp deliver telematics to the vehicle finance industry

5.2 United States: Blue chip adopters of M2M technology

5.2.1 General Electric: Asset tracking and security solutions

5.2.2 Tyco International: ADT Security Services

5.2.3 Caterpillar: OEM equipment monitoring solution via satellite

5.2.4 Pacific Gas & Electric: AMI for California

5.3 United States and Canada: Fleet management

5.3.1 Qualcomm Enterprise Services maintains market leadership

5.3.2 Trimble new top MRM player with the acquisition of @Road

5.3.3 Teletrac continues on growth track

5.3.4 XATA begins consolidation of the US fleet management industry

5.3.5 Garmin invites fleet management providers to partnership network

5.4 Brazil: Security telematics

5.4.1 AVL device required in new cars from July 2009

5.4.2 Best performing market for Volvo Truck’s OEM telematics solutions

5.5 M2M operators in the Americas

5.5.1 Aeris: M2M communication service provider in North America

5.5.2 Jasper Wireless: Building a global M2M network

5.5.3 KORE Telematics: Multi-network MVNO

5.5.4 Numerex: Aspiring to become a partner of choice for M2M

5.5.5 Velocita Wireless: The US Mobitex carrier

6 Asia-Pacific

6.1 Asia-Pacific: Passenger car telematics trends

6.1.1 Japan: OEM telematics services available from all major brands

6.1.2 China: SAIC and GM launch OnStar joint-venture

6.1.3 Australia: Intelimatics delivers telematics to the domestic car industry

6.2 Japan and India: OEM truck telematics

6.2.1 Isuzu introduces digital tachograph support with Mimamori-kun Online

6.2.2 Ashok Leyland ALERT telematics service for truck and bus fleets

6.3 South Korea: Remote meter reading for C&I customers

6.4 China and Singapore: HAZMAT transport tracking

6.4.1 Singapore’s Hazmat Transport Vehicle Tracking System

6.4.2 China starts deploying Beidou satellite tracking of dangerous goods

6.5 Operator M2M strategies in Japan

6.5.1 NTT DoCoMo: Moving to 3G with FOMA Ubiquitous

6.5.2 KDDI: Partnerships with Toyota and Isuzu

7 Middle East and Africa

7.1 Israel: Vehicle tracking

7.2 South Africa: Leading adopter of telematics technology

7.2.1 Altech Netstar leads domestic SVR market and grows in fleet management

7.2.2 Digicore accelerates growth with international expansion

7.2.3 Merger establishes TeliMatrix as a new global telematics player

7.3 Global satellite network operators

7.3.1 Orbcomm: Global satellite M2M operator

7.3.2 Satamatics: Global solution provider for Inmarsat’s IsatM2M network

Glossary

Index

List of Figures

Figure 1.1: Core elements of wireless M2M solutions

Figure 1.2: Cost versus time diagram for wireless technology integration

Figure 1.3: Examples of wireless M2M modules

Figure 1.4: Examples of wireless M2M terminals

Figure 1.5: System architecture for an end-to-end M2M solution

Figure 1.6: M2M device value chain overview

Figure 1.7: Top global GSM/HSPA operators by proportionate subscriber base (2007)

Figure 1.8: Top global CDMA operators by proportionate subscriber base (2007)

Figure 1.9: Example of point-to-multipoint wireless M2M communication solution

Figure 1.10: M2M applications by industry sector

Figure 2.1: Estimated annual production of machines by category (World 2007)

Figure 2.2: Energy meters, installed based and shipments by region (World 2007)

Figure 2.3: Motor vehicle production, by region (World 2007)

Figure 2.4: POS-terminals and alarms, installed based and shipments (World 2007)

Figure 2.5: Cellular M2M module shipments forecast by application (World 2007-2012)

Figure 2.6: Cellular M2M connections forecast by application (World 2007-2012)

Figure 2.7: Cellular M2M connections by region and technology (2007)

Figure 2.8: Estimated cellular M2M connections by mobile operator (Q1-2008)

Figure 2.9: M2M connections as percentage of reported mobile subscribers

Figure 3.1: Leading wireless IC developers

Figure 3.2: Top ten cellular data module vendors, by estimated sales (World 2007)

Figure 3.3: Siemens wireless M2M modules

Figure 3.4: Wavecom wireless M2M modules and terminals

Figure 3.5: Open AT Software Suite v2.0

Figure 3.6: Telit wireless M2M modules and terminals

Figure 3.7: Sagem Communications wireless M2M modules

Figure 3.8: Motorola wireless M2M modules

Figure 3.9: Enfora wireless M2M modules and terminals

Figure 3.10: Kyocera Wireless M2M modules

Figure 3.11: Examples of non-M2M specialists offering cellular data modules

Figure 4.1: Cellular M2M unit shipments and active connections (Europe 2007-2012)

Figure 4.2: PSA Appel d’urgence emergency call solution

Figure 4.3: Transics Quattro+ on-board computer inside truck cabin

Figure 4.4: Availability of telematics from Germany’s premium car brands

Figure 4.5: Toll Collect system overview

Figure 4.6: Motor insurance market statistics in selected European countries (2006)

Figure 4.7: Mobile connections used for smart metering by operator (Scandinavia 2008)

Figure 5.1: Cellular M2M unit shipments and active connections (Americas 2007-2012)

Figure 6.1: Cellular M2M unit shipments and active connections (APAC 2007-2012)

Figure 6.2: Wireless M2M connections, by operator (Japan 2004-2007)

Figure 7.1: Cellular M2M unit shipments and active connections (MEA 2007-2012)

Figure 7.2: Top providers of vehicle tracking services (South Africa 2007)