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市場調査レポート - 236915

世界のワイヤレスM2M市場

The Global Wireless M2M Market - 5th Edition

発行 BERG Insight
出版日 ページ情報 英文 230 Pages
価格
世界のワイヤレスM2M市場 The Global Wireless M2M Market - 5th Edition
出版日: 2013年10月03日 ページ情報: 英文 230 Pages
概要

2012年における世界のワイヤレスM2M市場は好調を維持し、全ての地域および産業別セグメントで成長を示しました。Berg Insightによると、セルラーM2Mデバイスの出荷量は、15.2%成長し、5,490万ユニットであったと推計されています。セルラーM2M接続数は、2013年から2018年間に24.4%のCAGRで成長し、同期間末までに4億8,990万へ達すると予測されています。

当レポートでは、世界のワイヤレスM2M市場について調査し、M2Mエコシステム、モジュール、およびソフトウェアの概要をまとめ、主要なワイヤレスM2Mサプライヤーのプロファイル、主要な産業別市場の動向や主な地域・業界におけるM2M導入状況を分析するとともに、予測を提示するなど、概略下記の構成でお届けいたします。

エグゼクティブサマリー

第1章 ワイヤレスM2M市場のイントロダクション

  • イントロダクション
  • デバイス
    • チップセット、モジュールおよびターミナル
    • SIMソリューションおよび組込みUICC
    • デバイスの設計およびマシンの統合
    • バリューチェーン
  • ネットワーク
    • GSM/HSPAネットワーク
    • CDMAネットワーク
    • LTEネットワーク
    • 非セルラーワイヤレスネットワーク・ハイブリッドソリューション
    • M2Mソフトウェアプラットフォーム
  • アプリケーション
    • 自動車テレマティックス
    • 車両管理
    • スマートグリッドおよびインテリジェントメータリング
    • 固定ワイヤレス通信
    • リモートコントロールおよびモニタリング
    • 家電
  • ソリューションプロバイダーおよびインテグレーター
    • デバイスメーカー
    • システムインテグレーター
    • 産業別ASP
    • B2B/B2Cサービスプロバイダー
    • OEM

第2章 M2M技術プロバイダー

  • ワイヤレスM2Mモジュールベンダー
    • Sierra Wireless
    • Gemalto M2M
    • Telit
    • SIMCom
    • u-blox
    • Huawei
    • Novatel Wireless
    • その他の組込みモジュールベンダー
  • SIMおよびデバイスマネジメントソリューションプロバイダー
    • Giesecke & Devrient
    • Oberthur Technologies
    • Red Bend
    • Safran Morpho
  • M2M接続プラットフォームプロバイダー
    • Amdocs
    • Comarch
    • Ericsson
    • Jasper Wireless
    • Macheen
    • nTels
  • M2Mアプリケーション対応プラットフォームプロバイダー
    • Axeda
    • Etherios
    • ILS Technology
    • ThingWorx
  • 産業分析
    • ワイヤレスモジュールベンダーに待ち受ける新しい課題
    • 細分化したM2Mプラットフォーム市場において、購入vs.ビルドは主要問題として残る
    • ビッグデータ分析およびM2M産業の将来

第3章 M2M通信プロバイダー

  • 欧州
    • Vodafone
    • Deutsche Telekom
    • Telefonica
    • Orange
    • Telenor
    • Everything Everywhere
    • KPN
    • MTS
    • Swisscom
    • Telecom Italia
    • Telekom Austria
    • TeliaSonera
    • Turkcell
    • その他のM2M接続プロバイダー
  • 南北アメリカ
    • AT&T
    • Verizon Communications
    • Sprint
    • T-Mobile USA
    • Rogers Communications
    • America Movil
    • Vivo
  • アジア太平洋地域
    • China Mobile
    • China Telecom
    • China Unicom
    • NTTドコモ
    • ソフトバンク
    • KDDI
    • SK Telecom
    • SingTel
    • Telstra
  • 中東・アフリカ
    • Etisalat
    • Turkcell
    • Vodacom
  • M2Mマネージドサービスプロバイダー
    • Aeris Communications
    • KORE Telematics
    • Maingate
    • Numerex
    • RACO Wireless
    • Wireless Logic
    • Wyless
  • 衛星ネットワークオペレーター
    • Orbcomm
    • Iridium
    • Inmarsat
    • Globalstar
  • 産業分析
    • M2M収益成長を促進する戦略
    • M2Mアライアンスの国際的オペレーター

第4章 主要な産業別市場

  • 自動車OEM
    • 自動車産業の動向
    • 自動車メーカーのテレマティックス戦略
    • 地域別市場動向
  • 自動車アフターマーケット
    • 主要な市場参入企業
    • 企業ソリューション:車両管理
    • 消費者ソリューション:SVT、利用ベースの自動車保険および自動車ローン
    • 政府ソリューション:車両税回収・監視
  • ユーティリティ:スマートグリッドおよびメータリング
    • エネルギーメーター
    • 地域のスマートメーター市場動向
    • モバイル通信技術およびスマートメータリングネットワーク
  • その他の産業別市場
    • POS端末
    • 警報機
    • 家電
    • 医療
    • その他の産業・企業

第5章 市場分析および予測

  • 世界市場
    • デバイス
    • ネットワーク接続
    • 産業別市場
    • 技術基準
  • 欧州
  • 北米
  • ラテンアメリカ
  • アジア太平洋地域
  • 中東およびアフリカ

用語

図表

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目次

The global wireless M2M market remained strong in 2012, displaying growth in all major world regions and vertical segments. Berg Insight estimates that shipments of cellular M2M devices increased by 15.2 percent to a new record level of 54.9 million units. Adjusted for churn, this resulted in net additions of 27.5 million M2M connections in 2012, taking the worldwide number of cellular M2M subscribers to an estimated 134.9 million. Until 2018, Berg Insight forecasts that shipments of cellular M2M devices are forecasted to grow at a compound annual growth rate (CAGR) of 24.0 percent to reach 185.0 million units. Due to the wide adoption of wireless M2M technology across many industries, a substantial share of M2M device shipments is now generated from replacement sales. Furthermore there will be a growing number of dormant devices in segments such as automotive and consumer electronics that never become activated. As a result the net increase of M2M subscribers will be substantially lower than M2M device shipments. Berg Insight forecasts that the number of cellular M2M connections will grow at a compound annual growth rate (CAGR) of 24.4 percent between 2013 and 2018 to reach 489.9 million at the end of the period.

East Asia, Western Europe and North America were relatively close in size and accounted for nearly 75 percent of the global cellular M2M subscriber base at the end of 2012. Until 2018, the relative share of the regions is expected to decrease slightly as adoption takes off in other parts of the world. East Asia became the largest regional market with 37.8 million cellular M2M subscribers at the end of 2012 after recording a year-on-year growth rate of 34 percent. Western Europe came second with 32.6 million M2M subscribers and 28 percent year-onyear growth. North America fell to the third place with 31.0 million cellular M2M subscribers, as the year-on-year growth rate slowed down to 11 percent. Among individual countries, China and the US were tied in the first place with around 28.4 million M2M subscribers each. The combined size of the EU market was even larger with approximately 35 million M2M subscribers.

The market conditions for wireless M2M technology industry players have improved in the past year. Global economic recovery and continued progress along the technology adoption curve in almost every part of the world have underpinned the long-term volume growth trend. The shift in the North American market towards 3G and eventually 4G platforms have stabilised hardware ASPs, which could even increase in the coming years as Europe starts to follow. Consolidation among module vendors has created three global players - Sierra Wireless, Gemalto M2M and Telit - that have improved their financial performance. There are however still challengers in the market and in Mainland China the competitive situation is extremely fierce. On the software side, the main rift is between in-house and off-the-shelf solutions. There are currently two global providers of M2M connectivity platforms for mobile operators - Ericsson and Jasper Wireless - who compete as much against proprietary operator platforms as each other. In the application enablement platform space, the competition from in-house solutions is even stronger and no player has yet managed to attain any clear market leadership. The next category of players that will become increasingly involved in the M2M industry will come from the data analytics space, as new technology enables increasingly sophisticated analysis of data from M2M devices. Berg Insight expects to see a series of announcements of new partnerships between mobile operators and leading players in the big data space in the coming year.

The connected car and the connected enterprise are the two main trends currently shaping the development of the global wireless M2M market. GM is taking the next step in connected cars by introducing LTE connectivity as a standard feature across its model range in the US during 2014. At the same time adoption in Europe is boosted by the imminent implementation of the eCall mandate. The global automotive industry is no longer planning, but executing strategies to make always-on connectivity an integral part of the driving experience. These developments are a part of an even larger trend around the connected enterprise. The world's best managed corporations are in the process of mastering how connectivity can help improving the efficiency of their daily operations to increase revenues and reduce costs. The transformation occurs in organisations of all sizes in all sectors and ensures a high steady growth for the M2M industry.

Table of Contents

Table of Contents

List of Figures

Executive summary

1. Introduction to wireless M2M

  • 1.1. Introduction
  • 1.2. Devices
    • 1.2.1. Chipsets, modules and terminals
    • 1.2.2. SIM solutions and embedded UICC
    • 1.2.3. Device design and machine integration
    • 1.2.4. Value chain
  • 1.3. Networks
    • 1.3.1. GSM/HSPA networks
    • 1.3.2. CDMA networks
    • 1.3.3. LTE networks
    • 1.3.4. Non-cellular wireless networks and hybrid solutions
    • 1.3.5. M2M software platforms
  • 1.4. Applications
    • 1.4.1. Car telematics
    • 1.4.2. Fleet management
    • 1.4.3. Smart grids and intelligent metering
    • 1.4.4. Fixed wireless communication
    • 1.4.5. Remote control and monitoring
    • 1.4.6. Consumer electronics
  • 1.5. Solution providers and integrators
    • 1.5.1. Device manufacturers
    • 1.5.2. System integrators
    • 1.5.3. Vertical ASPs
    • 1.5.4. B2B/B2C service providers
    • 1.5.5. OEMs

2. M2M technology providers

  • 2.1. Wireless M2M module vendors
    • 2.1.1. Sierra Wireless
    • 2.1.2. Gemalto M2M
    • 2.1.3. Telit
    • 2.1.4. SIMCom
    • 2.1.5. u-blox
    • 2.1.6. Huawei
    • 2.1.7. Novatel Wireless
    • 2.1.8. Other embedded module vendors
  • 2.2. SIM and device management solution providers
    • 2.2.1. Giesecke & Devrient
    • 2.2.2. Oberthur Technologies
    • 2.2.3. Red Bend
    • 2.2.4. Safran Morpho
  • 2.3. M2M connectivity platform providers
    • 2.3.1. Amdocs
    • 2.3.2. Comarch
    • 2.3.3. Ericsson
    • 2.3.4. Jasper Wireless
    • 2.3.5. Macheen
    • 2.3.6. nTels
  • 2.4. M2M application enablement platform providers
    • 2.4.1. Axeda
    • 2.4.2. Etherios
    • 2.4.3. ILS Technology
    • 2.4.4. ThingWorx
  • 2.5. Industry analysis
    • 2.5.1. New challenges ahead for wireless module vendors
    • 2.5.2. Buy versus build remains the top issue in a fragmented M2M platform market
    • 2.5.3. Big Data analytics and the future of the M2M industry

3. M2M communication providers

  • 3.1. Europe
    • 3.1.1. Vodafone
    • 3.1.2. Deutsche Telekom
    • 3.1.3. Telefónica
    • 3.1.4. Orange
    • 3.1.5. Telenor
    • 3.1.6. Everything Everywhere
    • 3.1.7. KPN
    • 3.1.8. MTS
    • 3.1.9. Swisscom
    • 3.1.10. Telecom Italia
    • 3.1.11. Telekom Austria
    • 3.1.12. TeliaSonera
    • 3.1.13. Other M2M connectivity providers
  • 3.2. The Americas
    • 3.2.1. AT&T
    • 3.2.2. Verizon Communications
    • 3.2.3. Sprint
    • 3.2.4. T-Mobile USA
    • 3.2.5. Rogers Communications
    • 3.2.6. América Móvil
    • 3.2.7. Vivo
  • 3.3. Asia-Pacific
    • 3.3.1. China Mobile
    • 3.3.2. China Telecom
    • 3.3.3. China Unicom
    • 3.3.4. NTT Docomo
    • 3.3.5. Softbank
    • 3.3.6. KDDI
    • 3.3.7. SK Telecom
    • 3.3.8. SingTel
    • 3.3.9. Telstra
  • 3.4. Middle East and Africa
    • 3.4.1. Etisalat
    • 3.4.2. Turkcell
    • 3.4.3. Vodacom
  • 3.5. M2M managed service providers
    • 3.5.1. Aeris Communications
    • 3.5.2. KORE Telematics
    • 3.5.3. Maingate
    • 3.5.4. Numerex
    • 3.5.5. RACO Wireless
    • 3.5.6. Wireless Logic
    • 3.5.7. Wyless
  • 3.6. Satellite network operators
    • 3.6.1. Orbcomm
    • 3.6.2. Iridium
    • 3.6.3. Inmarsat
    • 3.6.4. Globalstar
  • 3.7. Industry analysis
    • 3.7.1. Strategies for driving M2M revenue growth
    • 3.7.2. International operator M2M alliances

4. Key vertical markets

  • 4.1. OEM automotive
    • 4.1.1. Automotive industry trends
    • 4.1.2. Automobile manufacturer telematics strategies
    • 4.1.3. Regional market trends
  • 4.2. Aftermarket automotive
    • 4.2.1. Key industry players
    • 4.2.2. Enterprise solutions - fleet management
    • 4.2.3. Consumer solutions - SVT, usage-based insurance and vehicle financing
    • 4.2.4. Government solutions - vehicle tax collection and monitoring
  • 4.3. Utilities - smart grids and metering
    • 4.3.1. Energy meters
    • 4.3.2. Regional smart meter market trends
    • 4.3.3. Mobile communication technologies and smart metering networks
  • 4.4. Other vertical markets
    • 4.4.1. POS-terminals
    • 4.4.2. Security alarms
    • 4.4.3. Consumer electronics
    • 4.4.4. Healthcare
    • 4.4.5. Other industrial and enterprise

5. Market analysis and forecasts

  • 5.1. Global market
    • 5.1.1. Devices
    • 5.1.2. Network connectivity
    • 5.1.3. Vertical markets
    • 5.1.4. Technology standards
  • 5.2. Europe
  • 5.3. North America
  • 5.4. Latin America
  • 5.5. Asia-Pacific
  • 5.6. Middle East & Africa
  • Glossary

List of Figures

  • Figure 1.1: Core elements of wireless M2M solutions
  • Figure 1.2: Cost versus time diagram for wireless technology integration
  • Figure 1.3: Examples of wireless M2M modules
  • Figure 1.4: Examples of wireless M2M terminals
  • Figure 1.5: Comparison of SIM form factors
  • Figure 1.6: System architecture for an end-to-end M2M solution
  • Figure 1.7: M2M device value chain overview
  • Figure 1.8: Top global GSM/HSPA operators by subscriber base (Q1-2013)
  • Figure 1.9: Top global CDMA operators by subscriber base (Q1-2013)
  • Figure 1.10: Top global LTE operators by subscriber base (Q2-2013)
  • Figure 2.1: Top wireless module vendors, by M2M sales and shipments (World 2012)
  • Figure 2.2: Sierra Wireless embedded modules and terminals (Q2-2013)
  • Figure 2.3: Gemalto M2M embedded modules and terminals (Q2-2013)
  • Figure 2.4: Telit embedded modules and terminals (Q2-2013)
  • Figure 2.5: SIMCom embedded wireless modules (Q2-2013)
  • Figure 2.6: u-blox embedded wireless modules (Q2-2013)
  • Figure 2.7: Huawei embedded wireless modules (Q2-2013)
  • Figure 2.8: Novatel Wireless embedded modules and integrated devices (Q2-2013)
  • Figure 2.9: M2M connectivity platform selection by mobile operator (Q3-2013)
  • Figure 2.10: Financial data for key embedded wireless module vendors (H2-12/H1-13)
  • Figure 3.1: Mobile operators by M2M subscriber base (World Q4-2012)
  • Figure 3.2: Europe M2M connectivity market data (Q4-2012)
  • Figure 3.3: Mobile operators in Europe by M2M subscriber base (Q4-2012)
  • Figure 3.4: CDMA450 mobile networks in Western and Central Europe (Q3-2013)
  • Figure 3.5: The Americas M2M connectivity market data (Q2-2013)
  • Figure 3.6: Examples of manufacturers of M2M devices certified by AT&T
  • Figure 3.7: Examples of manufacturers of M2M devices certified by Verizon
  • Figure 3.8: Sprint M2M Partners
  • Figure 3.9: Asia-Pacific M2M connectivity market data (2012/2013)
  • Figure 3.10: Satellite network operator by M2M subscriber base (Q2-2013)
  • Figure 3.11: Multilateral mobile operator M2M alliances (Q2-2013)
  • Figure 4.1: Estimated annual production of machines by category (World 2012)
  • Figure 4.2: Motor vehicle production, by region and country (World 2012)
  • Figure 4.3: Top automobile manufacturers by vehicle output (2012)
  • Figure 4.4: Motor vehicle sales by market (2012)
  • Figure 4.5: OnStar FMV rearview mirror telematics device
  • Figure 4.6: Renault R-Link screenshot
  • Figure 4.7: OEM truck telematics systems in Europe and the Americas
  • Figure 4.8: Telematics availability in the US (H1-2013)
  • Figure 4.9: Telematics availability in the EU (H1-2013)
  • Figure 4.10: Estimated number of vehicles in operation (World 2011)
  • Figure 4.11: Financial data for key players in aftermarket telematics (FY2012/2013)
  • Figure 4.12: Major fleet management providers by installed base (2012/2013)
  • Figure 4.13: Major providers of private vehicle tracking by installed base (2012)
  • Figure 4.14: Energy meter population, by region (World 2013)
  • Figure 4.15: Energy meter shipments, by region (World 2012)
  • Figure 4.16: Smart meter penetration in key markets (2012/2020)
  • Figure 4.17: POS-terminal installed base in major markets (World 2012)
  • Figure 4.18: Top providers of monitored security alarms (World 2012)
  • Figure 4.19: Home medical monitoring device categories by installed base
  • Figure 5.1: Cellular M2M device shipments forecast, by region (World 2012-2018)
  • Figure 5.2: Cellular M2M device revenue forecast, by region (World 2012-2018)
  • Figure 5.3: Cellular M2M subscriber forecast, by region (World 2012-2018)
  • Figure 5.4: Cellular M2M network revenue forecast, by region (World 2012-2018)
  • Figure 5.5: Cellular M2M communication market forecast, by vertical (World 2012-2018)
  • Figure 5.6: Cellular M2M revenue forecast, by vertical (World 2012-2018)
  • Figure 5.7: Cellular M2M market forecast, by network technology (World 2012-2018)
  • Figure 5.8: Cellular M2M subscriber estimates for European countries (2011-2013)
  • Figure 5.9: Cellular M2M communication market forecast (Europe 2012-2018)
  • Figure 5.10: Cellular M2M communication revenue forecast (Europe 2012-2018)
  • Figure 5.11: Cellular M2M communication market forecast (North America 2012-2018)
  • Figure 5.12: Cellular M2M communication revenue forecast (North America 2012-2018)
  • Figure 5.13: Cellular M2M communication market forecast (Latin America 2012-2018)
  • Figure 5.14: Cellular M2M communication revenue forecast (Latin America 2012-2018)
  • Figure 5.15: Cellular M2M communication market forecast (Asia-Pacific 2012-2018)
  • Figure 5.16: Cellular M2M communication revenue forecast (Asia-Pacific 2012-2018)
  • Figure 5.17: Cellular M2M communication market forecast (MEA 2012-2018)
  • Figure 5.18: Cellular M2M communication revenue forecast (MEA 2012-2018)
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