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Smart Home Ecosystem

Smart Home Ecosystem

Connected Devices, Service Models & Revenues 2012-2017

Publisher: Juniper Research
Date Published: 20/06/2012
Category: Networks & Technologies
Coverage: Global ~ 8 Key Regions ◊
 

Overview

· Detailed Segment Analyses
· Operator vs. Consumer Managed Service Models
· 14 Exclusive Case Studies

This exciting new report provides an extensive analysis of the evolving smart home market, highlighting the different segments within the ecosystem and the business service models which are reshaping the way connected home devices and content are monetised.

The Report Covers:

The Evolution of Connected Home. Within the home, the role of broadband connectivity is moving beyond its traditional use cases. For the first time, Juniper studies the evolution of the connected home concept along with a detailed analysis of the different technologies and elements involved. The report categorises the connected home into four key segments including:

· Smart Home Computing
· Smart Home Entertainment
· Smart Home Monitoring & Control
· Smart Home Health

The Business Case for the Smart Home. Juniper's new, innovative report discusses the two different service models focussing on monetising the smart home services comprising the Managed Service Model (in which the operator or service provider manages the connected home) as well as the Consumer Managed Services (in which consumers distribute and manage their services). Readers will receive key insights into the role played by cloud computing as well as about the platform challenge that exists within the smart home.

Four Chapters of Extensive Forecasts. Juniper's unique forecast suite for the smart home market includes the following data points:

· Smart Home Computing Devices – Controlling the Home
· Smart Home Entertainment – Devices & Service Revenue (Subscription & Pay-per-view/download)
· Smart Home Monitoring & Control – Smart Meters, Home Automation Systems & Service Revenue
· Smart Home Health – Monitored Individuals & Service Revenue
· Residential Broadband Gateways

Readers will benefit from these five-year calculated projections and their qualified findings regarding the anticipated adoption of connected homes and the service revenues attributable to the area.


Key Features of The Report Include:

Strategic Recommendations - This is a must-have report for service providers, retailers and vendors alike, offering readers an edge in a rapidly expanding industry, but a fragmented market, and illuminating the ways in which players must strengthen their position through strategic partnerships and collaborations.

Extensive Case Studies - This report offers an extensive set of case studies providing strategic assessment and profiles of leading members within the ecosystem including service providers, vendors and standards organisations.

Interactive Forecast Suite – This unique excel product from Juniper includes exclusive unpublished forecast tables in the report along with 5 What-if-analyses.

Table of Contents

Executive Summary

 

1. The Connected Landscape

1.1 What is a Smart Home? 19
1.1.1 Defining the Smart Home 19
1.2 Evolution of the Smart Home 20
Figure 1.1: Smart Home Elements 20
Figure 1.2: Smart Home Applications 22
1.3 Technology & Segment Overview 22
1.3.1 Market Segments 23
Figure 1.3: Smart Home Market Segments 23
1.3.2 Home Networking Technologies - Wireline & Wireless 24
Table 1.1: Network Technologies: Advantages & Disadvantages 24
i. DSL 24
ii. WiFi and Bluetooth 25
Table 1.2: WiFi IEEE 802.11 Standards 25
iii. ZigBee 25
iv. Z-Wave 26
v. 2G Technologies 26
vi. 3G Technologies 26
vii. HSPA (High Speed Packet Access) 26
viii. LTE 27
1.4 Market Drivers 27
1.4.1 Mobile Broadband Growth 27
Figure 1.4: Active Fixed vs. Mobile Broadband Subscriptions in Developed and Developing Regions (m), 2007-2011 28
Table 1.3: Active Fixed vs. Mobile Broadband Subscriptions in Developed and Developing Regions (m) 2007-2011 28
Figure 1.5: Broadband Connectivity Demand Cycle 29
1.4.2 Smartphone & More Available Internet Capable Devices 29
Figure 1.6: Global Smartphone Installed Base (m) p.a. Split by 8 Key Regions 2012-2016 29
1.4.3 Widespread Industry Support & Collaboration 30
1.4.4 Cost Savings and Revenue Opportunities 30
1.4.5 Chipset Pricing 31
1.4.6  Connectivity Advancements 31
1.4.7 Development of mHealth 31
1.4.8 Advancements in Social TV 32
Figure 1.7: MySpace TV – Social TV 32
Figure 1.8: Global Desktop Social Web & Mobile Users (m) 2006-2011 33
i. Case Study: Shazam 33
1.5 Market Hurdles 34
1.5.1 Market & Industry Fragmentation 34
1.5.2 Standards & Interoperability 35
1.5.3 Regulatory & Security Issues 35
1.5.4 Mobile Broadband Capacity Issues 36
1.5.5 Requirement for Long Product Lifetimes 36

2. The Evolution of the Smart Home Ecosystem

2.1 Introduction 37
2.2 Standards & Organisations 38
2.2.1 Broadband Forum 38
i. Background 38
Figure 2.1: Broadband Home Overview – Broadband Forum 38
ii. Strategic Assessment 38
iii. Other Developments 39
2.2.2 DLNA 39
i. Background 39
ii. Strategic Assessment 40
Figure 2.2: DLNA Certified Examples 40
2.2.3 Standards Organisations Unite 40
2.3 The Smart Home Ecosystem 41
Figure 2.3: Elements of the Smart Home Value Chain 41
2.4 Market Players 42
2.4.1 Network Connectivity Providers – MNOs & ISPs 42
2.4.2 The Service Enablers 42
2.4.3 CE Device and Hardware Module Players 43
2.5 Opportunities Across the Value Chain 43
Figure 2.4: Smart Home Market Opportunities 43
2.5.1 Service Provider Channel 44
i. Case Study: AT&T Launching Smart Home Pilot 44
Figure 2.5: AT&T Connected Home Overview 45
2.5.2 Vendor Channel 45
2.6 Conclusion: Key Trends in the Development of the Connected Ecosystem 46

3. The Business Case for the Smart Home

3.1 The Connected Market 47
3.2 Managed Service Model 48
3.2.1 The Role of Operators & Service Providers 48
Table 3.1: Selected Global Operators and Smart Home Services Offered 49
3.2.2 Managed Service Business Model 50
3.2.3 Case Study: Verizon 51
i. Background 51
ii. Strategic Assessment 51
Figure 3.1: Verizon Connected Home – Monitoring & Control Kit 51
3.2.4 Case Study: Motorola Mobility 52
i. Background 52
ii. Strategic Assessment 52
3.3 Consumer Managed Service Model 53
3.3.1 Case Study: Control4 54
i. Background 54
ii. Strategic Assessment: Products & Services 55
3.4 The Role of Cloud Computing 55
3.5 The Platform Challenge of the Smart Home 56
3.5.1 Apple vs. Google vs. Microsoft 56
Figure 3.2: Platform Challenge Overview: Apple, Google & Microsoft 57
i. Apple - Key Strength: iCloud 57
a. AppleTV 58
b. iOS 58
c. iTunes & App Store 58
ii. Google - Key Strength: Android 58
Figure 3.3: Android @ Home 59
a. GoogleTV 59
b. Google Play 59
c. Google Music 59
iii. Microsoft - Key Strength: HomeOS 60
a. Microsoft Xbox 60
b. Microsoft Cloud Services 60
3.5.2 The Platform Comparison: Opportunities 60
Table: 3.2: The Platform Comparison: Advantages and Opportunities 61
3.6 Monetising the Broadband Residential Gateway 61
3.6.1 Case Study: Sierra Wireless 62
i. Background 62
ii. Strategic Assessment: Products & Services 62
3.6.2 Case Study: Qualcomm Atheros 63
i. Background 63
Figure 3.4: Qualcomm Sales Revenue ($m) Split by Segments 2010-2011 63
ii. Strategic Assessment: Products & Services 63
Qualcomm Atheros Skifta 64
Figure 3.5: Qualcomm Atheros – Skifta Application Overview 64
3.6.3 Market Forecasts 64
Figure 3.6: Broadband Residential Gateway Device Installed Base Forecast Methodology 65
Figure 3.7: Global Broadband Residential Gateway Installed Base (m) Split by 8 Key Regions 2012-2017 66
Table 3.3: Global Broadband Residential Gateway Installed Base (m) Split by 8 Key Regions 2012-2017 66
3.7 Smart Home Segment Analysis 67
Figure 3.8: Number of Smart Home Devices & Systems (m) Split by Segments 2012-2017 67
Table 3.4: Number of Smart Home Devices & Systems (m) Split by Segments 2012-2017 68
Figure 3.9: Smart Home Service Revenue ($m) Split by Segments 2012-2017 68
Table 3.5: Smart Home Service Revenue (m) Split by Segments 2012-2017 69

4. Controlling the Smart Home

4.1 Introduction 71
Figure 4.1: Wireless Router Take-up against Broadband Take-Up in the UK 72
Figure 4.2: Samsung Smartphone Controlled Smart Washing Machine 72
4.2 Case Study – Apple 73
4.2.1Corporate Background 73
Figure 4.3: Apple’s Total Revenue ($m) Split by Source (iPad, iPhone & Other)  FY2006-FY2011 (Financial Year Ending Late September) 73
Table 4.1: Apple’s Total Revenue ($m) Split by Source (iPad, iPhone & Other)  FY2006-FY2011 (Financial Year Ending Late September) 74
4.2.2 Products & Services 74
Figure 4.4: Apple Mobile Computing Products 74
i. iPad 74
ii. iPhone 75
iii. Other Mobile Computing Products 75
4.3 Smart Home Computing Forecasts 75
Figure 4.5: Verizon Home Monitoring and Control Using Smartphone 76
4.3.1 Methodology & Assumptions 76
Figure 4.6: Smart Home Computing Forecast Methodology 77
4.3.2 Smart Home Smartphone Forecasts 77
Figure 4.7: Smart Home Smartphone Installed Base (m) Split by 8 Key Regions 2012-2017 77
Table 4.2: Smart Home Smartphone Installed Base (m) Split by 8 Key Regions 2012-2017 78
4.3.3 Smart Home Tablets Forecast 78
Figure 4.8: Smart Home Tablets Installed Base (m) Split by 8 Key Regions 2012-2017 78
Table 4.3: Smart Home Tablets Installed Base (m) Split by 8 Key Regions 2012-2017 79
4.3.4 Smart Home Notebook Devices 79
Figure 4.9: Smart Home Notebook Devices Installed Base (m) Split by 8 Key Regions 2012-2017 80
Table 4.4: Smart Home Notebook Devices Installed Base (m) Split by 8 Key Regions 2012-2017 80
4.3.5 Smart Home Desktop PC Forecasts 81
Figure 4.10: Smart Home Desktop PC’s Installed Base (m) Split by 8 Key Regions 2012-2017 81
Table 4.5: Smart Home Desktop PCs Installed Base (m) Split by 8 Key Regions 2012-2017 81
4.3.6 Total Smart Home Computing Device Forecast 82
Figure 4.11: Smart Home Computing Devices Installed Base (m) Split by 8 Key Regions 2012-2017 82
Table 4.6: Smart Home Computing Devices Installed Base (m) Split by 8 Key Regions 2012-2017 82
Figure 4.12: Smart Home Computing Devices Installed Base (m) Split by Device Type 2012-2017 83
Table 4.7: Smart Home Computing Devices Installed Base (m) Split by Device Type 2012-2017 83

5. Smart Home Entertainment

5.1 Introduction 85
Figure 5.1: Connected Smart TV from Samsung 85
Figure 5.2: Consumer NAS Device by Western Digital 86
5.2 Case Studies 86
5.2.1 Twonky 86
i. Background 86
ii. Strategic Directive – Products & Services 87
Figure 5.3: Twonky for Mobile Suite 87
5.2.2 Case Study: TiVo 88
i. Background 88
ii. Strategic Assessment: Products & Services 88
Figure 5.4: TiVo Product Overview 88
5.3 Smart Home Entertainment Forecast 89
5.3.1 Assumptions & Methodology 89
Figure 5.5: Smart Home Entertainment Forecast Methodology 90
5.3.2 Connected TV Forecasts 90
Figure 5.6: Global Connected TV Sets via Media Players, STB, Consoles & SmartTV Installed Base (m) Split by 8 Key Regions 2012-2017 91
Table 5.1: Global Connected TV Sets via Media Players, STB, Consoles & SmartTV Installed Base (m) Split by 8 Key Regions 2012-2017 92
5.3.3 Connected Media Players, Storage & STB Devices 92
Figure 5.7: Connected Media Players, Storage & STB Devices Installed Base (m) Split by 8 Key Regions 2012-2017 93
Table 5.2: Connected Media Players, Storage & STB Devices Installed Base (m) Split by 8 Key Regions 2012-2017 93
5.3.4 Other Connected CE Devices 93
Table 5.3: Xbox Live Services: Netflix & LOVEFiLM 94
Figure 5.8: Other Connected CE Devices Installed Base (m) Split by 8 Key Regions 2012-2017 95
Table 5.4: Other Connected CE Devices Installed Base (m) Split by 8 Key Regions 2012-2017 95
5.3.5 Connected eReader Devices 95
Figure 5.9: Connected eReader Devices Installed Base (m) Split by 8 Key Regions 2012-2017 96
Table 5.5: Connected eReader Devices Installed Base (m) Split by 8 Key Regions 2012-2017 96
5.3.6 Total Smart Home Entertainment CE Devices 97
Figure 5.10: Connected Entertainment CE Devices Installed Base (m) Split by 8 Key Regions 2012-2017 97
Table 5.6: Connected Other CE Devices Installed Base (m) Split by 8 Key Regions 2012-2017 98
5.3.7 Smart Home Entertainment Revenue Forecast 98
Figure 5.11: Connected Households with Entertainment Subscriptions (m) Split by 8 Key Regions 2012-2017 99
Table 5.7: Connected Households with Entertainment Subscriptions (m) Split by 8 Key Regions 2012-2017 99
Figure 5.12: Price per Subscription per Month ($) Split by 8 Key Regions 2012-2017 100
Table 5.8: Price per Subscription per Month ($) Split by 8 Key Regions 2012-2017 100
Figure 5.13: Smart Home Entertainment Subscription Revenue ($m) Split by 8 Key Regions 2012-2017 101
Table 5.9: Smart Home Entertainment Subscription Revenue ($m) Split by 8 Key Regions 2012-2017 101
Figure 5.14: Smart Household PPV/PPD Subscribers (m) Split by 8 Key Regions 2012-2017 102
Table 5.10: Smart Household PPV/PPD Subscribers (m) Split by 8 Key Regions 2012-2017 102
Figure 5.15: Smart Home PPV/PPD ARPU ($) Split by 8 Key Regions 2012-2017 103
Table 5.11: Smart Home PPV/PPD ARPU ($) Split by 8 Key Regions 2012-2017 103
Figure 5.16: Smart Home Entertainment PPV/PPD Revenue ($m) Split by 8 Key Regions 2012-2017 104
Table 5.12: Smart Home Entertainment PPV/PPD Revenue ($m) Split by 8 Key Regions 2012-2017 104
Figure 5.17: Total Smart Home Entertainment Service Revenue ($m) Split by 8 Key Regions 2012-2017 105
Table 5.13: Total Smart Home Entertainment Service Revenue ($m) Split by 8 Key Regions 2012-2017 105

6. Smart Home Monitoring & Control

6.1 Introduction 107
6.2 Smart Metering 107
6.2.1 Smart Metering Definitions 108
i. The Smart Grid 108
Figure 6.1: Smart Grid Layout – SmartSynch 108
6.2.3 Current Status 109
i. Case Study: AT&T and SmartSynch 109
6.3 Market Forecasts 109
6.3.1 Methodology & Assumptions 109
Figure 6.2: Smart Metering Forecasts Methodology 110
6.3.2 Smart Metering Forecasts: Number of Connected Smart Meters 111
Figure 6.3: Number of Connected Home Smart Meters (m) Split by 8 Key Regions 2012-2017 111
Table 6.1: Number of Connected Home Smart Meters (m) Split by 8 Key Regions 2012-2017 112
6.3.3 Smart Metering Service Revenues 112
Figure 6.4: Service Revenues from Smart Metering ($m) Split by 8 Key Regions 2012-2017 112
Table 6.2: Service Revenues from Smart Metering ($m) Split by 8 Key Regions 2012-2017 113
6.4 Smart Home Security & Control 113
6.4.1 Home Automation Network 113
Figure 6.5: Home Energy & Control Automation App Example 114
6.5 Market Forecasts 114
6.5.1 Methodology & Assumptions 114
Figure 6.6: Smart Home Security & Control Forecast Methodology 115
6.5.2 Smart Home Security & Control Systems Forecast 115
Figure 6.7: Number of Smart Home Security & Control Systems (m) Split by 8 Key Regions 2012-2017 116
Table 6.3: Number of Smart Home Security & Control Systems (m) Split by 8 Key Regions 2012-2017 116
6.5.3 Smart Home Security & Control Revenue Forecast 116
Figure 6.8: Service Revenues from Smart Home Security & Control Systems ($m) Split by 8 Key Regions 2012-2017 117
Table 6.4: Service Revenues from Smart Home Security & Control Systems ($m) Split by 8 Key Regions 2012-2017 117

7. Smart Home Health

7.1 Introduction 119
7.2 Case Studies 120
7.2.1 Qualcomm Life 120
Figure 7.1: Qualcomm Life 2Net Ecosystem 120
7.2.2 Nokia 120
7.3 Components 121
Figure 7.2: The Mobile App’s Role in Remote Patient Monitoring 121
7.4 Market Forecasts 122
7.4.1 mHealth Market Sizing and Methodology 122
Figure 7.3: Remote mHealth Monitoring Methodology 122
7.4.2 Remote Health Monitoring Forecasts 123
Figure 7.4: Number of Monitored Individuals (m) Split by 8 Key Regions 2012-2017 123
Table 7.1: Number of Monitored Individuals (m) Split by 8 Key Regions 2012-2017 124
7.4.3 Service Revenues from Remote Health Monitoring 124
Figure 7.5: Service Revenues from Health Monitoring ($m) Split by 8 Key Regions 2012-2017 124
Table 7.2: Service Revenues from Health Monitoring ($m) Split by 8 Key Regions 2012-2017 125

Companies Referenced

Amazon; Amdocs; Android Inc; Anti-Monopoly Bureau of the Ministry of Commerce People's Republic of China (MOFCOM); Apple; Arogya World; AT&T; Atheros; BBC; Best Buy; Broadcom; BT; CardioNet; Cisco; Comcast; Continua Health Alliance; Crime Point; DECT Forum; Digital Living Network Alliance; Dixons; DriveHQ; DTS; eCardio; EDMI; Enel; Entra Health Systems; Ericsson; Everything Everywhere; Facebook; Florida Power & Light; Google; GSMA; HBO; Home Gateway Initiative (HGI); HP; HTC; Huawei; Hulu; Intel; Itron; LG; LifeWatch; Logitech; LOVEFiLM; M6; Micro-P; Microsoft; Motorola; MySpace; Myxer; Netflix; Netgear; Nokia; Ofcom; Open IPTV Forum; Open Mobile Alliance; Orange; Pacific Gas and Electric; PacketVideo; Pandora; Qualcomm; RCN; Rogers Communications; Roku; Samsung; Sky; Small Cell Forum; Sonos; Sony; Telecom Italia; Telefonica; Telenor; TeliaSonera; Telstra; Texas-New Mexico Power; UK National Consumer Council; UMTS Forum; Verizon; Virgin Media; Vizio; Vodafone; Western Digital; WiFi Alliance

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: Smart Home Ecosystems & the Internet of Things Strategies & Forecasts 2014-2018

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Key Questions

1. How are operators addressing the connected home market?
2. Who will head the connected home ecosystem in the future – are there any clear winners?
3. What are the different segments within the connected home ecosystem?
4. Which segment within the connected home is driving the connected device adoption?
5. Which segment holds the greatest revenue potential?
6. How many connected home devices will be there?
7. What are the different strategies members need to adopt while addressing the connected home market?

Any Questions about this report please contact us.

 

Related Reports:

The Smart Home Briefing 2012-2017, Smart Home Interactive Forecast Suite

Related Categories: Networks & Technologies

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