Abstract

This report provides an analysis of the M2M market that is currently changing shape, assessing the key technologies to accelerate such a development of this promising market, along with an examination of the positioning of the top players, the key issues to be addressed and market forecasts up to 2015 by geographical area and by type of market.

Key Questions

• What is the size of M2M markets in Europe, North America and Asia and will it progress?
• What are the key drivers for M2M market take-off?
• What are the main vertical markets of M2M - today and in the coming years?
• Who are the leading market players - Module vendors, Mobile network operators, MVNE, Integrators - and how are they positioning themselves?

The reports comes with its own database (Excel): Data and Forecasts 2007-2015

• Asia-Pacific, Europe, North America, World
• Cellular M2M
• Modules, Hardware, Connectivity, Software & IT (sales)
• Installed base (units or sims)

Data Base (Excel)

Zones covered

• World
• Europe
• North America
• Asia-Pacific

Period

• Historical 2007-2010
• Forecasts 2011-2015

Data analysed:

• Cellular M2M Modules/SIMs (in million units)
• Total M2M market (cellular & satellite) (at year end, million EUR)
• M2M communication & associated services revenues (at year end, million EUR)
• M2M hardware & associated services revenues (at year end, million EUR)
• M2M module revenues (at year end, million EUR)
• M2M software & IT services revenues (at year end, million EUR)
• Cellular M2M market (at year end, million EUR) (at year end, million EUR)
• Cellular M2M connectivity market (at year end, million EUR)
• Cellular M2M module market (at year end, million EUR)
• Mobile data revenues
• Total mobile Revenues and subscribers

IDATE's forecasts are based on:

• Primary data gathering worldwide, through desk research and direct interviews with the major module manufacturers and mobile and satellite operators.
• Market models which isolate key service consumption parameters and service pricing assumption.

Players evaluated in the report

Modules vendors

• Coronis
• Cinterion Wireless* (now Gemalto)
• Enfora*
• Erco Gener
• Sagemcom*
• Satamatics
• Sierra Wireless*
• SimCom
• SkyBitz
• Skybility
• SkyWave
• Telit

Mobile Network Operators

• AT&T*
• Bouygues Telecom*
• BT*
• Deutsche Telekom*
• KDDI*
• Orange Business Services*
• NTT DOCOMO*
• SFR*
• Swisscom*
• Telecom Italia*
• Telefonica/ O2*
• Telenor Connexion*
• T-Mobile
• T-Mobile USA*
• Verizon Wireless*
• Vodafone

MVNO

• Aeris
• KORE Telematics*
• Kuantic
• Maingate
• Wyless*

Integrators & Software players

• Accenture
• Atos Origin
• AWS
• Axeda
• Cap Gemini
• Comtech M2M
• EmWare
• IBM
• Jasper Wireless*
• Mobile Wisdom
• NPhase (Qualcomm)*
• Numerex*
• SensorLogic*
• Tridium

* Detailed player profiles

Table of Contents

1. Executive Summary

2. Methodology

3. Market structure and key factors

• 3.1. Market overview
  • 3.1.1. Market segmentation
    • Surveillance
    • Fleet Management
    • Remote Monitoring
    • Info mobility
    • Monetics
    • Geography
    • Networking technology
  • 3.1.2. Product / service trends
    • Products portfolio: robust SIM cards, embedded SIM cards, security, development platform, standardization...
    • Services trends: hybrid solutions, assistance, education...
• 3.2. Current market estimates
  • 3.2.1. Market by segment/ platform
  • 3.2.2. Market by geographical zone
• 3.3. M2M architecture
  • 3.3.1. Triggering technologies
  • 3.3.2. (Mobile) Networking technologies
  • 3.3.3. Service platform
  • 3.3.4. Other key technologies
• 3.4. Regulatory environment and public policies as driver
• 3.5. Impacts on verticals
  • 3.5.1. Automotive
  • 3.5.2. Energy
  • 3.5.3. Consumer electronics // Focus e-reader
• 3.6. Consumption / Usages

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. Module vendors
  • 4.2.2. Mobile network operators
  • 4.2.3. MVNE
  • 4.2.4. Integrators, service providers and software players
• 4.3. Strategic analysis
  • 4.3.1. General aspects
  • 4.3.2. Hardware segment
    • Towards market consolidation
    • Price competition on module market
    • Telecom equipment vendors get involved into M2M business
    • Technology: towards 3G and even more
    • Positioning still different
  • 4.3.3. Connectivity segment
    • ARPU is still low ...
    • ... allowing no incentive to build dedicated infrastructure for M2M
    • Partnerships between Telcos (beyond M2M only)
    • Towards QoS
    • Partnership towards vertical offering
    • Networking technology migration to be facilitated
    • Value propositions vary by player
    • International offering through single point of contact
    • Three main positionings by telcos
  • 4.3.4. Vertical adoption
    • Development through vertical markets
    • Distribution channel/network is also key driver for market
    • Bandwidth requirements are still low!
    • Is M2M a Trojan horse for service providers?

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 2010-2014
  • 5.2.2. Forecasts by market segment, by platform