M2M & Embedded Strategies - Telematics, CE, mHealth, Metering & Smart Buildings 2011-2016
Juniper Research Limited
May 17, 2011 103 Pages - SKU: JUN6381601
|
|
Overview
Expert Intelligence for Key Growth Sectors
M2M Service Revenue Forecasts for five Years
Extensive Strategic Planning Platform
This highly anticipated second edition Machine-to-Machine report explores in detail the opportunities for key markets within the M2M industry, providing valuable forecasts and strategic analysis for the prospects of M2M and embedded devices in several industries, notably Consumer Electronics, Healthcare, Telematics, Metering & Connected Buildings.
The extensive forecasting suite calculates data points for each sector, sizing the market for service revenues generated by M2M, revenues achievable from connectivity enablement & management as well as providing estimates for the value of network traffic, each by eight regions, for five years.
M2M market drivers and enablers are considered, such as the fragmented nature of the M2M industry and the challenges inherent in developing the connected ecosystem. M2M vendor profiles and interviews are presented, exploring the various business models and strategies currently employed.
|
- Executive Summary
- ES 1 Introduction
- ES 2 Defining M2M
- ES 3 Overview of M2M Markets
- ES 4 The M2M Business Case
- ES 5 Drivers
- ES 6 Inhibitors
- ES 7 Requirements for Success
- ES 8 Developing the M2M Ecosystem
- ES 9 Summary Forecasts
- ES 10 Revenues Enabled by M2M
- ES 11 Strategic Recommendations
- ES 12 Conclusion
- 1. The M2M Market Place
- 1.1 Introduction
- 1.1.1 Scope of This Report
- 1.2 Defining M2M
- 1.2.1 The M2M Ecosystem
- Figure 1.1: The Machine to Machine Information Cycle
- 1.2.2 SCADA
- 1.2.3 AMI
- 1.2.4 Telematics
- 1.2.5 Telemetry
- 1.3 Overview of M2M Markets
- 1.3.1 Consumer and Commercial Vehicle Telematics
- 1.3.2 Smart Metering
- 1.3.3 POS, Retail and Banking
- 1.3.4 Consumer Electronics
- 1.3.5 Healthcare and Remote Patient Monitoring
- 1.3.6 Smart Buildings and Security
- 1.3.7 M2M Use Cases
- Table 1.1: Major M2M Addressable Markets, Use Cases and Potential
- 1.4 The M2M Business Case
- 1.4.1 Drivers
- i. Industry Momentum
- ii. Cost Savings Potential
- iii. Regulation
- iv. Ubiquitous Network Coverage
- v. Lower module and chipset pricing
- 1.4.2 Inhibitors
- i. Low ARPU
- ii. Market Fragmentation
- iii. Long Industry Lead Times
- Table 1.2: Deployment Cycles by Industry
- iv. Requirement for Long Product Lifetimes
- Table 1.3: M2M: Drivers and Inhibitors by Industry
- 1.4.3 Requirements for Success
- 1.4.4 Developing the M2M Ecosystem
- Figure 1.2: The M2M Opportunity. Now and in the Future
- 1.5 M2M Data Usage
- Figure 1.3: M2M Bandwidth Requirements by Use Case
- 1.6 Approach to Forecasts
- 1.6.1 Forecasts Changes for 2011
- 1.6.2 Deployments
- 1.6.3 Underlying Assumptions
- 1.6.4 Trends and Observations Influencing the Forecasts
- i. Consumer and Commercial Vehicle Telematics
- ii. Smart Metering
- iii. POS, Retail and Banking
- iv. Consumer Electronics
- v. Healthcare and Remote Patient Monitoring
- vi. Smart Buildings and Security
- 1.7 Summary Forecasts
- 1.7.1 Devices
- Figure 1.4: Number of Connected Devices (m) Split by M2M Category 2011-2016
- Table 1.4: Number of Connected Devices (m) Split by 7 M2M Categories 2011-2016
- Figure 1.5: M2M Deployments Split by 8 Key Regions, 2016
- Table 1.5: M2M Deployments Split by 8 Key Regions, 2016
- 1.7.2 Revenues Enabled by M2M
- Figure 1.6: Service Revenues Enabled by M2M ($m) Split by 7 M2M Categories 2011-2016
- Table 1.6: Service Revenues Enabled by M2M ($m) Split by 7 M2M Categories 2011-2016
- Figure 1.7: Distribution of Revenues (%) Enabled by M2M Split by 7 Categories, 2016
- Table 1.7: Distribution of Revenues (%) Enabled by M2M Split by 7 Categories, 2016
- 1.7.3 Connectivity Enablement and Connectivity Management Revenues
- Figure 1.8: Revenues from Connectivity Enablement and Connectivity Management ($m) Split by 7 M2M Categories 2011-2016
- Table 1.8: Revenues from Connectivity Enablement and Connectivity Management ($m) Split by 7 M2M Categories 2011-2016
- 1.7.4 Data Traffic Values
- Table 1.9: Value of M2M Data Traffic ($m) Split by 7 M2M Categories 2011-2016
- 1.8 Conclusion
- 2. M2M Players and Positioning
- 2.1 Introduction
- Figure 2.1: Elements of the M2M Value Chain
- 2.2 Market Players
- 2.2.1 SIM and Module Hardware Players
- 2.2.2 Network Connectivity Providers- the Operators
- 2.2.3 The Service Enablers
- Figure 2.2: Value of the M2M Components over Time
- 2.3 Recent Industry Developments
- 2.3.1 Annoucements
- i. Vodafone, Verizon, nPhase Form Partnership
- ii. GSMA forms M2M Taskforce
- iii. Itron, Vodafone, Italgas Form Partnership for Smart Metering
- iv. Jasper Wireless and Telefonica Partner on M2M
- v. Telenor signs Pan-European Deal with Nissan for All-electric Vehicles
- vi. AT&T Creates Program to Foster M2M over 3G Networks
- vii. Telit to Acquire Motorola M2M Chipset Arm
- viii. Sprint Announces M2M Partners
- 2.4 M2M Operators
- 2.4.1 Jasper Wireless
- Figure 2.3: Jasper Wireless Service Offering
- 2.4.2 Kore Telematics
- 2.4.3 Aspider Solutions
- 2.4.4Telenor Connexion
- 2.4.5 Wyless
- 2.4.6 Eseye
- Figure 2.4: Eseye SIM Management Portal
- 2.5 Module and SIM Suppliers
- 2.5.1 Sierra Wireless
- 2.5.2 Telit
- 2.6 Conclusion
- Figure 2.5: Player Positioning Within the M2M Market
- 3. Consumer and Commercial Vehicle Telematics
- 3.1 Introduction
- 3.1.1 Opportunities
- 3.1.2 Regulatory Initiatives
- i. EU and Brazilian Regulation
- 3.2 Vehicle Telematics Verticals
- 3.2.1 Overview
- 3.2.2 Engine Management and In-Vehicle Networks
- i. CAN Bus
- 3.2.3 Recent Developments and Initiatives
- i. Vehicle Manufactures Focus on Telematics
- ii. Telenor Connexion and Nissan Collaborate
- iii. Nokia Siemens, Smartlab Partner on Electric Vehicle Charging
- 3.3 Consumer Vehicle Telematics
- 3.3.1 Forecast Methodology for Consumer Vehicle Telematics
- Figure 3.1: Consumer Telematics Methodology
- 3.3.2 Consumer Vehicle Forecast
- Figure 3.2: Number of Consumer Vehicles with Telematics Installed (m) Split by 8 Key Regions 2011-2016
- Table 3.1: Number of Consumer Vehicles with Telematics Installed (m) Split by 8 Key Regions 2011-2016
- 3.3.3 Consumer Vehicle Telematics Service Revenues
- Figure 3.3: Service Revenues ($m) from Consumer Vehicle Telematics Split by 8 Key Regions 2011-2016
- Table 3.2: Service Revenues ($m) from Consumer Vehicle Telematics Split by 8 Key Regions 2011-2016
- 3.3.4 Connectivity Enablement Revenues - Consumer Telematics
- Figure 3.4: Connectivity Enablement Revenues ($m) - Consumer Telematics Split by 8 Key Regions 2011-2016
- Table 3.3: Connectivity Enablement Revenues ($m) - Consumer Telematics Split by 8 Key Regions 2011-2016
- 3.3.5 Value of Data Traffic Associated with Consumer Vehicle Telematics
- Figure 3.5: Value of Data Traffic ($m) - Consumer Vehicle Telematics Split by 8 Key Regions 2011-2016
- Table 3.4: M2M Data Connectivity Values ($m) - Consumer Vehicle Telematics Split by 8 Key Regions 2011-2016
- 3.4 Commercial Vehicle Telematics Forecasts
- 3.4.1 Methodology
- Figure 3.6: Commercial Vehicle Telematics Methodology
- 3.4.2 Commercial Vehicles with Telematics Installed
- Figure 3.7: Number of Commercial Vehicles with Telematics Installed (m) Split by 8 Key Regions 2011-2016
- Table 3.5: Number of Commercial Vehicles with Telematics Installed (m) Split by 8 Key Regions 2011-2016
- 3.4.3 Commercial Vehicle Telematics Service Revenues
- Figure 3.8: Service Revenues ($m) from Commercial Telematics Split by 8 Key Regions 2010- 2016
- Table 3.6: Service Revenues ($m) from Commercial Telematics Split by 8 Key Regions 2011- 2016
- 3.4.4 Connectivity Enablement - Commercial Vehicle Telematics
- Figure 3.9: Connectivity Enablement Revenues ($) - Commercial Vehicle Telematics Split by 8 Key Regions 2011-2016
- Table 3.7: Connectivity Enablement Revenues ($m) - Commercial Vehicle Telematics Split by 8 Key Regions 2011-2016
- 3.4.5 Value of Data Traffic Associated with Commercial Vehicle Telematics
- Figure 3.10: Value of Data Traffic ($m) - Commercial Vehicle Telematics Split by 8 Key Regions 2011-2016
- Table 3.8: M2M Data Connectivity Values ($m) - Commercial Vehicle Telematics Split by 8 Key Regions 2011-2016
- 3.5 Conclusion - Forecasts
- Table 3.9: Global Vehicles with Telematics Devices Installed (m) Split by Consumer and Commercial 2011- 2016
- Figure 3.11: Global Vehicles with Telematics Devices Installed (m) Split by Consumer and Commercial 2011-2016
- Figure 3.12: Summary - Consumer Telematics Industry Value ($m) Split by Service Revenue, Connectivity Service & Enablement, Traffic Value 2011-2016
- Table 3.10: Summary - Consumer Telematics Industry Value ($m) Split by Service Revenue, Connectivity Service & Enablement, Traffic Value 2011-2016
- Figure 3.13: Summary - Commercial Telematics Industry Value ($m) Split by Service Revenue, Connectivity Service & Enablement Revenues, Traffic Value 2011-2016
- Table 3.11: Summary - Commercial Telematics Industry Value ($m) Split by Service Revenue, Connectivity Service & Enablement Revenue, Traffic Value 2011-2016
- Figure 3.14: Summary - Consumer & Commercial Telematics Industry Value ($m) Split by Service Revenue, Connectivity Service & Enablement Revenue, Traffic Value 2011-2016
- Table 3.12: Summary - Consumer & Commercial Telematics Industry Value ($m) Service Revenue, Connectivity Service & Enablement Revenue, Traffic Value 2011-2016
- 4. Smart Metering and Industrial Applications
- 4.1 Introduction
- 4.1.1 Background
- 4.1.2 Smart Metering Definitions
- i. The Smart Grid
- 4.1.3 Current Status
- 4.1.4 Recent Developments
- Table 4.1: Selected Smart Metering Deployments, Europe
- Table 4.2: Selected Smart Metering Deployments, Asia-Pacific
- Table 4.2: Selected Smart Metering Deployments, North America
- 4.2 Smart Metering Forecasts
- 4.2.1 Methodology
- Figure 4.1: Smart Metering Forecasts Methodology
- 4.2.2 Smart Metering Forecasts: Number of Cellular Connected Smart Meters
- Figure 4.2: Number of Cellular Connected Smart Meters (m) Split by 8 Key Regions 2011-2016
- Table 4.4: Number of Cellular Connected Smart Meters (m) Split by 8 Key Regions 2011- 2016
- 4.2.3 Smart Metering Service Revenues
- Figure 4.3: Service Revenues from Smart Metering ($m) Split by 8 Key Regions 2011-2016
- Table 4.5: Service Revenues from Smart Metering ($m) Split by 8 Key Regions 2011-2016.. 89
- 4.2.4 Connectivity Enablement- Smart Metering
- Figure 4.4: Connectivity Enablement Revenues- Smart Metering ($m) Split by 8 Key Regions 2011-2016
- Table 4.6: Connectivity Enablement Revenues - Smart Metering ($m) Split by 8 Key Regions 2011-2016
- 4.2.5 Value of Data Traffic - Smart Metering
- Figure 4.5: Value of Data Traffic - Smart Metering ($m) Split by 8 Key Regions 2011-2016
- Table 4.7: Value of Data Traffic - Smart Metering ($m) Split by 8 Key Regions 2011-2016
- Figure 4.6: Summary - Global Smart Metering Industry Value ($m) Split by Service Revenues, Connectivity Service & Enablement Revenues, Traffic Value 2011-2016
- Table 4.8: Summary - Global Smart Metering Industry Value ($m) Split by Service Revenue, Connectivity Service & Enablement Revenue, Traffic Value 2011-2016
- 5. Emerging M2M Applications
- 5.1 Introduction
- 5.2 POS, Retail and Banking
- 5.2.1 POS, Retail and Banking Forecast Methodology
- Figure 5.1: Forecast Methodology for POS, Retail, Banking and Smart Vending
- Figure 5.2: Number of POS, Retail & Banking M2M Devices in Service (m) Split by 8 Key Regions 2011-2016
- Table 5.1: Number of POS, Retail and Banking M2M Devices in Service (m) Split by 8 Key Regions 2011-2016
- 5.2.2 POS, Retail and Banking Service Revenues
- Figure 5.3: Service Revenues from POS, Retail and Banking ($m) Split by 8 Key Regions 2011-2016
- Table 5.2: Service Revenues from POS, Retail and Banking ($m) Split by 8 Key Regions 2011-2016
- 5.2.3 Connectivity Enablement - POS, Retail and Banking
- Figure 5.4: Connectivity Enablement Revenues - POS, Retail and Banking ($m) Split by 8 Key Regions 2011-2016
- Table 5.3: Connectivity Enablement Revenues- POS, Retail and Banking ($m) Split by 8 Key Regions, 2011-2016
- 5.2.4 Value of Data Traffic Associated with POS, Retail and Banking
- Figure 5.5: Value of Data Traffic ($m) - POS, Retail, Banking and Smart Vending Split by 8 Key Regions 2011-2016
- Table 5.4: Value of Data Traffic ($m) - POS, Retail, Banking and Smart Vending Split by 8 Key Regions 2011-2016
- 5.3 M2M Healthcare and Remote Monitoring
- 5.3.1 The Use of M2M in Healthcare
- 5.3.2 mHealth Market Sizing and Methodology
- Figure 5.6: Remote mHealth Monitoring Methodology
- 5.3.3 Remote Health Monitoring Forecasts
- Figure 5.7: Number of Monitored Individuals (m) Split by 8 Key Regions 2011-2016
- Table 5.5: Number of Monitored Individuals (m) Split by 8 Key Regions 2011-2016
- 5.3.4 Service Revenues from Remote Health Monitoring
- Figure 5.8: Service Revenues from Health Monitoring ($m) Split by 8 Key Regions 2011-2016
- Table 5.6: Service Revenues from Health Monitoring ($m) Split by 8 Key Regions 2011-2016
- 5.3.5 Connectivity Enablement Revenues - Mobile Health Monitoring
- Figure 5.9: Connectivity Enablement Revenues ($m) - Mobile Health Monitoring Split by 8 Key Regions 2011-2016
- Table 5.7: Revenues from Connectivity Enablement ($m) - Mobile Health Monitoring Split by 8 Key Regions 2011-2016
- 5.3.6 Value of Data Traffic- Mobile Health Monitoring
- Figure 5.10: Value of Data Traffic ($m) - Mobile Health Monitoring Split by 8 Key Regions 2011- 2016
- Table 5.8: Value of Data Traffic ($m) - Mobile Health Monitoring Split by 8 Key Regions 2011-2016
- 5.4 M2M and the Consumer Electronics Industry
- 5.4.1 The Connected Consumer Electronics Market
- 5.4.2 Devices
- Figure 5.11: Embedded Consumer Electronics Methodology
- 5.4.3 Consumer Electronic Device Forecasts
- Figure 5.12: Number of Connected Consumer Electronics Devices (m) Split by 8 Key Regions 2011-2016
- Table 5.9: Number of Connected Consumer Electronics Devices (m) Split by 8 Key Regions 2011-2016
- 5.4.4 Service Revenues from Connected Consumer Electronics
- Figure 5.13: Service Revenues from Connected Consumer Electronics ($m) Split by 8 Key Regions 2011-2016
- Table 5.10: Service Revenues from Connected Consumer Electronics ($m) Split by 8 Key Regions 2011-2016
- 5.4.5 Connectivity Enablement Revenues - Consumer Electronics
- Figure 5.14: Connectivity Enablement Revenues ($m) - Consumer Electronics Split by 8 Key Regions 2011-2016
- Table 5.11: Connectivity Enablement Revenues ($m) - Consumer Electronics Split by 8 Key Regions 2011-2016
- 5.4.6 Value of Data Traffic - Consumer Electronics
- Figure 5.15: Value of Data Traffic ($m) - Consumer Electronics Split by 8 Key Regions 2011- 2016
- Table 5.12: Value of Data Traffic ($m) - Consumer Electronics Split by 8 Key Regions 2011- 2016
- 5.5 Security and the Connected Home
- 5.5.1 Background
- 5.5.2 Forecast Methodology
- Figure 5.16: Methodology for Connected Buildings
- 5.5.3 Device Numbers - Connected Buildings
- Figure 5.17: Number of Cellular Connected Modules (m) - Connected Buildings Split by 8 Key Regions 2011-2016
- Table 5.13: Number of Cellular Connected Modules (m) - Connected Buildings Split by 8 Key Regions 2011-2016
- 5.5.4 Service Revenues: Connected Buildings
- Figure 5.18: Service Revenues ($m) Attributable to Connected Buildings Split by 8 Key Regions 2011-2016
- Table 5.14: Service Revenues ($m) Attributable to Connected Buildings Split by 8 Key Regions 2011-2016
- 5.5.5 Connectivity Enablement - Connected Buildings
- Figure 5.19: Connectivity and Enablement Revenues ($m) - Connected Buildings Split by 8 Key Regions 2011-2016
- Table 5.15: Connectivity Enablement Revenues ($m) - Connected Buildings Split by 8 Key Regions 2011-2016
- 5.5.6 Value of Data Traffic - Connected Buildings and Security
- Figure 5.20: Value of Data Traffic ($m) - Connected Buildings and Security Split by 8 Key Regions 2011-2016
- Table 5.16: Value of Data Traffic ($m) - Connected Buildings and Security Split by 8 Key Regions 2011-2016
- 5.6 Conclusion
- Appendix 1: M2M Technologies
- 1.1 Introduction
- 1.2 Short Range Wireless Technologies
- 1.3 M2M Backhaul
- 1.4 Use of Cellular Technologies in M2M
- 1.5 Satellite M2M
- Appendix 2: Smart Metering Roll Outs & Commitments 2009 Onwards
- Table A1: Smart Metering Commitments 2009 Onwards
Glossary
Share this report
Other tasks Related Markets Networks Reports Free Alert Me service Receive bi-weekly email alerts on new market research Sign Up Today!
|