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Cellular M2M markets

Dataset+Report - 28/11/2016 Cellular M2M markets

Consistent growth driven mainly by Automotive and Utilities

This report analyses the overriding trends and changes taking place in the M2M market around the globe.
It explores the driving forces behind the market’s growth and transformation, including an examination of major market trends, plus volume and value forecasts up to 2020 by region (4) and by country (25).
It also presents the quantitative evolution of cellular modules, by application and by networking technology.

Forecasts up to 2020 by region and by segment: Revenues for module, hardware, connectivity, integration segments:
• Installed base of M2M subscribers
• Installed base of different networking technologies
• Installed base of different cellular-networking technologies


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1. Executive Summary

2. Methodology & definitions
 2.1. General methodology of IDATE's reports
 2.2. Definitions and scope

 2.2.1. Scope
 2.2.2. Market segmentation

3. Key underlying technologies
 3.1. M2M architecture
 3.2. Standardisation
 3.3. Emerging communication technologies

 3.3.1. New technologies to meet verticals requirements
 3.3.2. Emerging communication technologies
 3.4. Non-communications technologies
 3.4.1. Service and device management platforms
 3.4.2. Big data

4. Vertical adoption
 4.1. Automotive
 4.1.1. Applications
 4.1.2. Development factors for automotive applications
 4.2. Utilities
 4.2.1. Applications
 4.2.2. Development factors
 4.3. Security
 4.3.1. Applications
 4.3.2. Development factors
 4.4. Consumer electronics
 4.4.1. Applications
 4.4.2. Development factors
 4.5. Healthcare
 4.5.1. Applications
 4.5.2. Development factors
 4.6. Transport
 4.6.1. Applications
 4.6.2. Development factors
 4.7. Commerce / retail
 4.7.1. Applications
 4.7.2. Development factors
 4.8. Smart city
 4.8.1. Applications
 4.8.2. Development factors
 4.9. Smart home
 4.9.1. Applications
 4.9.2. Development factors
 4.10. Agriculture
 4.10.1. Applications
 4.10.2. Development factors
 4.11. Pets
 4.11.1. Applications
 4.11.2. Development factors

5. Market structure and player strategies
 5.1. Industry structure
 5.1.1. Value chain
 5.1.2. Competition structure / landscape / environment
 5.2. Market adoption
 5.2.1. Main interests
 5.2.2. M2M as an enabler to facilitate business transformation
 5.3. Main players
 5.3.1. Module players
 5.3.2. Connectivity players
 5.3.3. IT players

6. Strategic analysis
 6.1. Hardware segment
 6.1.1. Towards end-to-end offerings
 6.1.2. Positioning still varied
 6.2. Connectivity segment
 6.2.1. LPWA: a must-have for MNOs to leverage the promising IoT market
 6.2.2. ARPU is low and will decrease
 6.2.3. QoS, a rising argument
 6.2.4. eSIM and its related impacts for Telcos
 6.2.5. Alliances between MNOs
 6.2.6. Acquisitions or partnerships towards vertical proposition expertise
 6.2.7. Towards ever more services
 6.3. IT segment
 6.3.1. Application platform: Telco initiatives
 6.3.2. Data storage and management
 6.3.3. Towards the cloud and big data
 6.3.4. Application platforms
 6.3.5. Towards market consolidation

7. Markets and forecasts
 7.1. Market development factors
 7.1.1. Analysis of growth drivers
 7.1.2. Forecast assumption
 7.2. Market forecasts
 7.2.1. Forecasts 2015-2020
 7.2.2. Forecasts by country
 7.2.3. Forecasts by technology
 7.2.4. Forecasts by application
 7.2.5. Forecasts by market segment, by platform

Tables
Table 1: M2M market segmentation
Table 2: Mobile technologies specifications
Table 3: Key 5G applications on IoT / M2M
Table 4: ISM bands
Table 5: ISM bands analysis (for European region)
Table 6: Features of main short-range technologies
Table 7: Main applications in the automotive industry
Table 8: Main applications in the utility industry
Table 9: Main applications in the security industry
Table 10: Main applications in the consumer electronics industry
Table 11: Main applications in the healthcare industry
Table 12: Main applications in the transport industry
Table 13: Main applications in the commerce industry
Table 14: Main applications in the smart city industry
Table 15: Main applications in the smart home industry
Table 16: Main applications in agriculture
Table 17: Main applications in the ‘pets’ industry
Table 18: Main acquisitions in M2M space
Table 19: Market landscape for MVNE
Table 20: Market landscape for network operators
Table 21: Market landscape for integrators, service providers and software players
Table 22: Main IoT acquisitions
Table 23: Module manufacturer acquisitions in the platform market
Table 24: Sierra Wireless revenues, by product line
Table 25: Main acquisitions in M2M space
Table 26: Positioning of main M2M module vendors
Table 27: Key partnerships of SIGFOX and LoRa in each addressed country or territory
Table 28: Main players’ positioning on the IoT-focused technologies
Table 29: Main features of IoT networking technologies
Table 30: Main features of competing technologies
Table 31: Application features including usage and ARPU
Table 32: Carrier positioning

Figures
Figure 1: Architecture of an M2M solution
Figure 2: Main objective of OneM2M
Figure 3: Main benefits of OneM2M
Figure 4: Landscape of IoT / M2M networking technologies
Figure 5: LTE developments to address M2M and IoT
Figure 6: Different specifications of LTE versions focused on IoT
Figure 7: Scope of 5G
Figure 8: Jasper global platform
Figure 9: Various kinds of data sources
Figure 10: M2M value chain
Figure 11: Adopters alllocate similar budgets to IoT as to cloud, analytics and mobility
Figure 12: Objectives of IoT / M2M adoption
Figure 13: Market landscape for module players
Figure 14: Connected wristbands, by Huawei
Figure 15: Sierra Wireless product line
Figure 16: Sierra revenue by geographical region
Figure 17: Main recent acquisitions of Sierra Wireless
Figure 18: Telit offering
Figure 19: Key performance indicators for AT&T Mobility
Figure 20: Wide scope seen by AT&T in the M2M space
Figure 21: Orange Smart home solution evolution
Figure 22: Orange Datavenue platform
Figure 23: IoT timeline at Telefσnica
Figure 24: Connectivity hub offering
Figure 25: M2M in Vodafone organisation
Figure 26: Partners market in Europe
Figure 27: Ericsson offering
Figure 28: Jasper footprint and list of partners
Figure 29: List of Jasper car manufacturer partners
Figure 30: ThingWorx platform
Figure 31: Operating principle of Sierra Wireless platform
Figure 32: SIGFOX compared to cellular features
Figure 33: LoRa classes targeting bidirectional applications
Figure 34: Coverage and deployment of LoRa network at Bouygues Telecom in France
Figure 35: Module cost target
Figure 36: Timeline of key cellular IoT / M2M technologies
Figure 37: Promotion of SLA at Vodafone
Figure 38: Swisscom management platform SLA
Figure 39: Introduction of a new role of subscription manager
Figure 40: Embedded SIM roadmap
Figure 41: A change in SIM-life model
Figure 42: M2M World Alliance footprint
Figure 43: Cloud M2M strategy at T-Mobile
Figure 44: T-Mobile strategy towards the cloud and big data
Figure 45: World cellular M2M markets in value, by region, 2015-2020
Figure 46: World Cellular M2M markets in volume, by region, 2015-2020
Figure 47: Cellular module CAGR 2015/2020, by country
Figure 48: World cellular module evolution, by technology, 2015-2020
Figure 49: World M2M module evolution, by vertical, 2015 and 2020
Figure 50: Worldwide cellular connectivity revenues, by region, 2015-2020
Figure 51: Share of cellular M2M revenues in mobile data revenues worldwide, 2015-2020
Figure 52: Worldwide breakdown of cellular M2M revenues, 2020
Figure 53: Cellular M2M module market in value, by region, 2015-2020
Connectivity players
MVNE
• Aeris
• Cubic
• KORE Telematics
• Kuantic
• Maingate (now Sierra Wireless)
• Wyless

Module and hardware players
• Alcatel-Lucent
• Cinterion Wireless (now Gemalto)*
• Coronis (Elster group)
• Erco Gener
• Gemalto
• Huawei*
• Intel
• Nokia
• Novatel (incl. Enfora)
• Sierra Wireless*
• SimCom
• Skybility
• Telit*
• U-blox
• Wavecom

Integrators, services providers and software players
• Accenture
• Atos Origin
• AWS
• Cap Gemini
• Comtech M2M
• EmWare
• Ericsson*
• IBM
• Jasper*
• Mobile Wisdom
• Numerex
• PTC (Axeda and Thingworx)*
• Tridium

Network operators
• AT&T*
• Bouygues Telecom
• BT
• China Mobile
• KDDI
• KPN
• NTT DOCOMO
• Orange Business Services*
• SFR
• SIGFOX
• Softbank
• Swisscom
• Telecom Italia
• Telefσnica/ O2*
• Telenor
• T-Mobile USA
• T-Mobile*
• Turkcell
• Verizon Wireless
• Vodafone*

* players reviewed extensively

Internet of Things: Scope

Market structure

 • Market value chain is very fragmented
 • The M2M hardware segment is seeing strong consolidation
 • Positioning shifts increasingly from hardware to software-based solutions
 • Telco positioning and strategy
 • Today a great many technologies are designed for IoT
 • LPWA: a must-have for MNOs to leverage the promising IoT market
 • But LPWA will compete with LTE IoT versions
 • And also 5G in a near future
 • The timeline will also be key
 • Mobile carriers: shift towards value-added services to grab the bulk of M2M revenues
 • Impact on telco strategies
 • Overview of main market players
 • Key trends in the IT/software segment
 • Device-management platforms

Cellular market sizing
 • Drivers and barriers
 • M2M cellular market is still growing very fast, overall in volume, less so in value
 • The bulk of revenue comes from software and IT services
 • M2M module base is growing very fast but also very heterogeneously
 • Three main verticals for M2M market growth in the short term
 • Geographical breakdown
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Indicators by region
• Past data 2010-2014
• Estimated data for 2015
• Forecasts 2016-2020

Revenue segments
• Cellular M2M market by region
• Cellular M2M total revenues, by origin
• Cellular M2M Communication & associated services market, by region
• Cellular M2M module market, by region

Installed base
• Cellular M2M modules/SIMs by region, by country and by technology
• Split between 2G, 3G and 4G

Additional data
• Share of M2M lines in total mobile subscribers
• Share of M2M revenues in total mobile revenues and data revenues

Geographical coverage

• North America
  - Canada
  - USA

• European Union
  - Belgium
  - France
  - Germany
  - Italy
  - Netherlands
  - Poland
  - Spain
  - Sweden
  - UK

• Other Europe
  - Norway
  - Russia
  - Switzerland
  - Turkey

• Asia-Pacific
  - Australia
  - China
  - India
  - Indonesia
  - Japan
  - South Korea

• Latin America
  - Brazil

• Africa Middle-East
  - Nigeria
  - South Africa
  - Saudi Arabia

See full list of publications related to Connected Objects

See full list of publications related to Internet Economies



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