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M2M & Embedded Strategies.

M2M & Embedded Strategies.

Telematics, Smart CE, Meters and Buildings 2012-2017

Publisher: Juniper Research
Date Published: 26/10/2012
Category: Mobile Markets & Strategies
No of Pages: 108
Coverage: Global ~ 8 Key Regions◊
 

Overview

  M2M Ecosystem Analysis

  Stakeholder Business Model Assessment

  Sector Prospects and Forecasts

The 3rd edition of this market-leading report delivers an in-depth analysis of the fast moving M2M (Machine-to-Machine) market, highlighting the evolution of business models and assessing sector-by-sector prospects within both consumer and enterprise-focused applications and services.

This report covers

Optimising the M2M strategy. This report delivers a thorough examination of the critical issues facing players across all sectors of the M2M marketplace, including:

  Market fragmentation

  Developing a global M2M standard

  The MNO opportunity

  Extending the customer relationship

  Regulatory initiatives

Expert analysis is backed up by interviews with and commentaries from leading players across the M2M space, including Jasper Wireless, Numerex, Sierra Wireless and Trimble.

Market forecasts.  Juniper delivers the benchmark forecasts on the M2M industry. These revised and expanded five-year forecasts project key metrics such as:

  Device base

  Average revenue per annum

  Service revenues

  Connectivity enablement revenues

Separate regional forecasts are provided for the automotive, healthcare, smart metering, retail/banking, consumer electronics and connected building segments.  In addition, the report also includes hardware forecasts for the shipment volumes and values of M2M chipsets.

In all, the report features 30 forecast tables, backed up by an assessment of how the various drivers and constraints in each sector – including national initiatives, regulation and changing behaviour patterns – will impact upon service deployments and adoption.

Readers can also benefit from the accompanying M2M Interactive Forecast Excel 2012-2017. This dataset offers nearly 140 forecast tables and more than 7,000 datapoints. It includes additional layers of granularity per sector and enables you to quickly create and export customised perspectives of our forecast data using the high-quality, straightforward user-interface.

Table of Contents

Executive Summary
1. M2M Markets, Drivers and Industry Sectors

1.1    Introduction
1.1.1 Scope of this Report
1.1.2 Industry Sectors
1.1.3 Forecast Scope
1.1.4 Definitions and Current Status
i. M2M Ecosystems
1.2 M2M Industry Sectors
1.2.1 Automotive M2M and Telematics
i. Consumer Applications
ii. Commercial Applications
iii. Case Study: Vodafone supplies M2M platform for new BMW vehicles
1.2.2 Automotive M2M Market Prospects
i. The Impact of Regulation
1.3 Smart Metering and Utilities
i. Smart Grid
1.4 Payment Processing Retail and Business Applications
1.5 Healthcare
i. Case study: Sierra Wireless, Beeldhorloge
1.6 Security and Facilities Management
1.7 Consumer Electronics
1.8 Trends, Drivers and Constraints
1.9  Overview
Figure 1.1: M2M Market Trends, Drivers & Constraints
1.9.1 M2M Trends
i. The Rise of the Cloud and the API
ii. 4G M2M Reaches Commercial Roll-out Stage
iii. M2M Finds its Place in Operators’ Product Portfolio
iv. Case Study: Gemalto Acquires M2M Service Delivery Platform  Provider SensorLogic
1.9.2 The Smartphone/app Ecosystem has Matured
1.9.3 Drivers
i. Operators Position Themselves for M2M
ii. Case Study: Operator Consortium Signs Global Agreement on M2M
iii. Technology Advancement
iv. Standards Bodies Aim for Global M2M Standard
v. Case Study: ETSI Releases Standards Governing M2M Infrastructure
vi. Cost Savings Potential
vii. Critical Mass
viii. Regulatory Initiatives Foster M2M Deployments for Some Sectors
1.10 Inhibitors
i. Low ARPU
ii. Market Fragmentation
1.11 Conclusion

2. Forecasting M2M, Industry Sectors Compared

2.1 Introduction
Figure 2.1:  Number of M2M SIM Installed Base, Year End (m)  Split by Industry Sector 2012–2017
Table 2.1: Number of M2M SIM Installed Base, Year End (m)  Split by Industry Sector 2012–2017
2.1.1 Revenues Enabled by M2M
Figure 2.2: M2M Service Revenues ($m) Split by Industry Sector 2012-2017
Table 2.2: M2M Service Revenues ($m) Split by Industry Sector 2012-2017
2.2 Connections by Technology - 2G, 3G, 4G
Figure 2.3: M2M Bandwidth Requirements
2.3 Hardware Forecasts
Figure 2.4: Methodology for M2M Hardware Forecasts
Table 2.3: Percentage 3G and 4G Technology of all M2M SIM Shipments  Split by Industry Sector 2012-2017
Table 2.4: Cost per M2M SIM ($) Split by Technology 2012-2017
Figure 2.5: 2G M2M SIM Shipments (m) Split by Industry Sector 2012-2017
Table 2.5: 2G M2M SIM Shipments (m) Split by Industry Sector 2012-2017
2.3.1 Market Value of 2G M2M Hardware
Figure 2.6: 2G M2M SIM Shipment Values per Annum ($m)  Split by Industry Sector 2012 – 2017
Table 2.6: 2G M2M SIM Shipment Values per Annum ($m)  Split by Industry Sector 2012 – 2017
2.3.2 3G M2M Hardware
Figure 2.7: 3G M2M SIM Shipments (m) Split by Industry Sector 2012-2017
Table 2.7: 3G M2M SIM Shipments (m) Split by Industry Sector 2012-2017
Figure 2.8: 3G M2M SIM Shipment Values per Annum ($m)  Split by Industry Sector 2012 – 2017
Table 2.8: 3G M2M SIM Shipment Values per Annum ($m)  Split by Industry Sector 2012 – 2017
2.3.3 4G M2M Hardware
Figure 2.9: 4G M2M SIM Shipments (m) Split by Industry Sector 2012-2017
Table 2.9: 4G M2M SIM Shipments (m) Split by Industry Sector 2012-2017
Figure 2.10: 4G M2M SIM Shipment Values per Annum ($m)  Split by Industry Sector 2012 – 2017
Table 2.10: 4G M2M SIM Shipment Values per Annum ($m)  Split by Industry Sector 2012 – 2017
2.4 Conclusion

3. M2M Market Prospects and Forecasts by Industry Sector

3.1 Introduction
3.2 Forecast Approach
Table 3.1: M2M by Sector: Addressable Markets and Factors Influencing Take-Up
3.3 Automotive M2M Forecasts
Figure 3.1: Telematics Forecast Methodology (Vehicles with Embedded Devices)
3.3.1 Number of Vehicles with Embedded Telematics
Table 3.2: All Vehicles in Use with Embedded Telematics, Year End (m)  Split by 8 Key Regions 2012-2017
3.3.2 Automotive M2M Service Revenues
Figure 3.3: Total Service Revenues from Embedded Telematics per Annum ($m)  Split by 8 Key Regions 2012-2017
Table 3.3: Total Service Revenues from Embedded Telematics per Annum ($m)  Split by 8 Key Regions 2012-2017
3.3.3 Connectivity Enablement Telematics
Figure 3.4: All Telematics Connectivity Enablement Revenues per Annum ($m)  Split by 8 Key Regions 2012 – 2017
Table 3.4: All Telematics Connectivity Enablement Revenues per Annum ($m)  Split by 8 Key Regions 2012 – 2017
3.4 Smart Metering Forecasts
Figure 3.5: Smart Metering Forecasts Methodology
3.4.1 Numbers of Smart Meters
Table 3.5: Smart Meters, Penetration of Installed Base (%) Split by 8 Key Regions 2012 –2017
Figure 3.6: Smart Meter SIMs in Service, Year End (m) Split by 8 Key Regions 2012-2017
Table 3.6: Smart Meter SIMs in Service, Year End (m) Split by 8 Key Regions 2012-2017
3.4.2 Smart Metering Service Revenues
Table 3.7: Energy Consumption Per Capita by 8 Key Regions
Figure 3.7: Smart Meter Revenues Per Annum ($m) Split by 8 Key Regions 2012-2017
Table 3.8: Smart Meter Revenues Per Annum ($m) Split by 8 Key Regions 2012-2017
3.4.3 Connectivity Installation and Enablement
Figure 3.8: Smart Metering Connectivity & Enablement Revenues Per Annum ($m)  Split by 8 Key Regions 2012-2017
Table 3.9: Smart Metering Connectivity & Enablement Revenues Per Annum ($m)  Split by 8 Key Regions 2012-2017
3.5 POS, Retail and Banking Forecasts
Figure 3.9: Forecast Methodology for POS, Retail and Banking
3.5.1 Number of Devices in Service
Figure 3.10: Number of ePOS Terminal, ATM & Vending Machines Installed with Cellular Connectivity, Year End Split by 8 Key Regions 2012 – 2017
Table 3.10: Number of ePOS Terminal, ATM & Vending Machines Installed with Cellular Connectivity, Year End (m) Split by 8 Key Regions 2012-2017
3.5.2 POS, Retail and Banking Service Revenues
Figure 3.11: Payment & Banking, M2M Service Revenues Per Annum ($m)  Split by 8 Key Regions 2012 – 2017
Table 3.11: Payment & Banking, M2M Service Revenues Per Annum ($m) Split by 8 Key Regions 20012 - 2017
3.5.3 Connectivity Enablement Revenues
Figure 3.12: Payment & Banking, Connectivity & Enablement Revenues Per Annum ($m) Split by 8 Key Regions 2012 – 2017
Table 3.12: Payment & Banking, Connectivity & Enablement Revenues Per Annum ($m) Split by 8 Key Regions 2012-2017
3.6 Healthcare Forecasts
3.6.1 Defining the Size of the mHealth Market
3.6.2 Monitoring Forecasts
Figure 3.13: Methodology for Remote Patient Monitoring
3.6.3 Number of Monitored Individuals
Figure 3.14: All Individuals Using Cellular-Based Monitors, Year End (m)  Split by 8 Key Regions 2012-2017
Table 3.13: All Individuals Using Cellular-Based Monitors, Year End (m)  Split by 8 Key Regions 2012-2017
3.6.4 Service Revenues from Remote Patient Health Monitoring
Figure 3.15: Total Healthcare Monitoring Revenues Per Annum ($m) Split by 8 Key Regions 2012 – 2017
Table 3.14: Total Healthcare Monitoring Revenues Per Annum ($m) Split by 8 Key Regions 2012-2017
3.6.5 Connectivity Enablement Revenues from Remote Patient Monitoring
Figure 3.16: Healthcare Monitoring Connectivity & Enablement Revenues Per Annum ($m) Split by 8 Key Regions 2012 – 2017
Table 3.15: Healthcare Monitoring Connectivity & Enablement Revenues Per Annum ($m) Split by 8 Key Regions 2012-2017
3.7 Security and Connected Buildings Forecasts
Figure 3.17: Methodology for Connected Buildings and Security Forecasts
3.7.1 Number of Connected Buildings
Figure 3.18: Number of Connected Buildings with Cellular Connectivity, Year End (m)  Split by 8 Key Regions 2012-2017
Table 3.16: Number of Connected Buildings with Cellular Connectivity, Year End (m) Split by 8 Key Regions 2012-2017
3.7.2 Connected Buildings Service Revenues
Figure 3.19: Connected Buildings, Total Service Revenues Per Annum ($m) Split by 8 Key Regions 2012–2017
Table 3.17: Connected Buildings, Total Service Revenues Per Annum ($m)  Split by 8 Key Regions 2012-2017
3.7.3 Connectivity and Enablement Revenues
Table 3.18: Connectivity and Enablement Revenues ($m) Split by 8 Key Regions 2012-2017
3.7.4 Consumer Electronics Devices with Embedded Connectivity Forecasts
Figure 3.21: Methodology for Embedded Consumer Electronics Devices
3.8 Consumer Electronics
3.8.1 Number of Connected Electronics Devices
Figure 3.22: Number of Consumer Electronics Devices with Cellular Connectivity, Installed Base, Year End (m) Split by 8 Key Regions 2012 – 2017
Table 3.19: Number of Consumer Electronics Devices with Cellular Connectivity, Installed Base, Year End (m) Split by 8 Key Regions 2012-2017
3.8.2 Service Revenues from Connected Consumer Electronics
Table 3.20: Service Revenues from Connected Consumer Electronic Devices with Cellular Connectivity ($m) Split by 8 Key Regions 2012-2017
3.8.3 Connectivity Enablement Revenues
Table 3.21: Connectivity Enablement Revenues ($m) for Connected Consumer Electronic Devices Split by 8 Key Regions 2012-2017
3.9 Conclusion

4. M2M Stakeholders: Towards New Business Models

4.1 Introduction
4.1.1 The M2M Value Chain
Figure 4.1: The M2M Value Chain
4.2 Market Players
4.2.1 SIM Manufacturers and Module Suppliers
4.2.2 Network Operators
i. Case Study: Vodafone’s M2M Initiative
4.2.3 M2M Enablers and Service Providers
4.2.4 Vertical Integration
Figure 4.2: Connectivity Services within the M2M Environment
Figure 4.3: Advanced M2M Features
4.3 The M2M Business Case
Figure 4.4: Standard Operator Business Model
4.3.1 Automation
Figure 4.5: M2M Business Model 1
Figure 4.6: M2M Business Model 2
4.3.2 Extending the Customer Relationship
4.4 Conclusion

5. M2M Players and Competitive Positioning

5.1 Introduction
5.2 Vendor Assessment
5.2.1 Vendor Assessment Methodology
Table 5.1: Vendor Capability Assessment Criteria
5.2.2 Limitations and Interpretation
5.2.3 Positioning Matrix Results
Figure 5.1: Global M2M Player Positioning Matrix
5.2.4 Vendor Groupings
5.2.5 Strategy Conclusions - Corporate Activity
5.3 Player Profiles
5.3.1 Gemalto/Cinterion
i. Corporate
ii. Service Offering and Business Model
iii. Partnerships and Adoption
iv. Juniper’s View: Key Strengths and Strategic Development Opportunities
5.3.2 Raco Wireless
i. Corporate
ii. Service Offering and Business Model
Figure 5.1: RACO Wireless Systems Architecture
iii. Partnerships and Adoption
iv. Juniper’s View: Key Strengths and Strategic Development Opportunities
5.3.3 Sierra Wireless
i. Corporate
ii. Service Offering and Business Model
iii. Partnerships and Adoption
iv. Juniper’s View: Key Strengths and Strategic Development Opportunities
5.3.4. Jasper Wireless
i. Corporate
ii. Service Offering and Business Model
iii. Partnerships and Adoption
iv. Juniper’s View: Key Strengths and Strategic Development Opportunities
5.3.5. Kore Telematics
i. Corporate
ii. Service Offering and Business Model
iii. Partnerships and Adoption
iv. Juniper’s View: Key Strengths and Strategic Development Opportunities
5.3.6 Numerex
i. Corporate
ii. Service Offering and Business Model
Figure 5.2: Numerex Systems Architecture
iii. Partnerships and Adoption
iv. Juniper’s View: Key Strengths and Strategic Development Opportunities
5.2.7   Trimble
i. Corporate
ii. Service Offering and Business Model
iii. Partnerships and Adoption
iv. Juniper’s View: Trimble’s Key Strengths and Strategic Development Opportunities
5.2.8 TELIT
i. Corporate
ii. Service Offering and Business Model
iii. Partnerships and Adoption
iv. Juniper’s View: Trimble’s Key Strengths and Strategic Development Opportunities
5.2.9 Wyless
i. Corporate
ii. Service Offering and Business Model
iii. Partnerships and Adoption
iv. Juniper’s View: Key Strengths and Strategic Development Opportunities
5.4 Conclusion

Appendix 1 M2M Technology Glossary

M2M Technologies
The Cloud
Wireline and Mobile Infrastructure
i. WiFi and Bluetooth
Cellular Technologies
i. SCADA
ii. AMI
iii. Telematics
iv. Telemetry
v. API
vi. SIM

Companies Referenced

Profiled: Cinterion; Gemalto; Jasper Wireless; Kore Telematics; Numerex; Raco; Sierra Wireless; Telit Wireless Solutions; Trimble; Wyless

Interviewed: Cinterion; Jasper Wireless; Kore Telematics; Numerex; Raco; Sierra Wireless; Trimble; Vodafone

Case Studies: Beeldhorloge; ETSI; Gemalto; KPN; NTT Docomo; Rogers Communications; Sierra Wireless; SingTel; Telefonica; Telstra; VimpelCom; Vodafone

Mentioned: Amazon; AT&T; Boston Scientific Corporation; CardioNet; Cinterion; Deutsche Telekom; eCardio; escardio; France Telecom; Gemalto; Google; HealthAnywhere; Healthrageous; Huawei; Hughes Telematics; iMetricus; Ingenico; iZettle; Jasper Wireless; Kore Telematics; Lifecomm; LifeWatch; Medapps; Numerex; Onstar; Orange; Orange Business Services; Pandigital; PDVSA; Peugeot Citroen; Plextek Group; Qualcomm; Raco; Redtail Telematics; SensorLogic; Sierra Wireless; SIMCom; Sony; Sprint Nextel; Square; Telefonica; Telenor; Telit; Transatel; Trimble; Verifone; VeriSign; Verizon Communications; Verizon Wireless; Vodafone; WaveCom; WellDoc; World Health Organisation; Wyless

 

Extra Info

◊ 8 key regions includes:

North America, Latin America, Western Europe, Central & Eastern Europe, Far East & China, Indian Subcontinent, Rest of Asia Pacific and Africa & Middle East.

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Please see: M2M & Embedded Strategies Telematics, POS, mHealth, Metering & Buildings 2013-2018

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Key Questions

  • What is the value of the M2M market today, and how much will that value increase by 2017?
  •  Who are the leading players within the M2M space today, and what are their strategic development opportunities?
  • To what extent will regulatory initiatives foster the takeup of M2M services?
  • How has the M2M value chain evolved, and who are the major stakeholders?
  • Which M2M segment will generate the highest service revenues over the next five years?
  •  What are the primary drivers behind M2M growth?
  •  What do industry executives believe are the major inhibitors to service deployments?
  • How will 4G benefit M2M services?
  • How many M2M chipsets will ship over the next five years?
  •  What are the prospects for cloud-based M2M services?

 

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