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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 - 6th Edition

発行 BERG Insight
出版日 ページ情報 英文
価格
世界のワイヤレスM2M市場 The Global Wireless M2M Market - 6th Edition
出版日: 2014年08月18日 ページ情報: 英文
概要

2013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、13.5%成長し、6,800万ユニットであったと推計されています。セルラーM2Mデバイスの出荷高は、2019年まで20.4%のCAGRで成長し、2億780万ユニットに達すると予測されています。セルラーM2M接続数は、2014年から2019年間に22.9%のCAGRで成長し、同期間末までに5億9,970万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、予測を交えてお届けいたします。

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
    • 2G/3Gセルラーネットワーク
    • 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
    • u-blox
    • SIMCom
    • Quectel
    • 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 Software
    • Safran Morpho
  • M2M接続マネジメントプラットフォーム
    • Ericsson
    • Jasper Technologies
    • Amdocs
    • Comarch
    • nTels
    • Telenity
    • 独自プラットf-ム
  • M2Mアプリケーション対応プラットフォーム
    • Axeda
    • Bosch Software Innovations
    • Cumulocity
    • Etherios
    • ILS Technology
    • ThingWorx
    • Xively
  • 産業分析
    • 3Gが救ったワイヤレスモジュールベンダー
    • M2M接続プラットフォームはより進化・差別化される
    • M2Mアプリケーション対応プラットフォームは高い期待に沿うか?

第3章 M2M通信プロバイダー

  • 欧州
    • Vodafone
    • Deutsche Telekom
    • Telefonica
    • Orange
    • Telenor
    • Belgacom
    • EE
    • KPN
    • MTS
    • SFR
    • Telecom Italia
    • Swisscom
    • Telekom Austria
    • TeliaSonera
    • Tele2
    • 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
    • Bell Canada
    • America Movil
    • Vivo
  • アジア太平洋地域
    • China Mobile
    • China Unicom
    • China Telecom
    • ソフトバンク
    • NTTドコモ
    • KDDI
    • SK Telecom
    • SingTel
    • Telkomsel
    • Axiata
    • 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
    • Telit m2mAIR
    • Wireless Logic
    • Wyless
    • 国際モバイルデータアグリゲーター
  • 衛星ネットワークオペレーター
    • Orbcomm
    • Iridium
    • Inmarsat
    • Globalstar
  • モバイルオペレーターのアライアンス
    • Bridge M2M Alliance
    • Global M2M Association
    • M2M World Alliance
  • 産業分析
    • M2Mの偉大なゲーム
    • 水平的グローバル化vs.垂直的専門化
    • 地域・国のモバイルオペレーターにとっての戦略的検討事項

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

  • 市場動向
    • 欧州・北米
    • 中国
    • 新興市場
  • 世界市場の予測
    • 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 performed well in 2013, displaying growth in all major world regions and vertical segments. Berg Insight estimates that shipments of cellular M2M devices increased by 13.5 percent to a new record level of 68.0 million units. Adjusted for churn, this resulted in net additions of 33.4 million M2M connections in 2013, taking the worldwide number of cellular M2M subscribers to an estimated 176.4 million. Until 2019, Berg Insight forecasts that shipments of cellular M2M devices are forecasted to grow at a compound annual growth rate (CAGR) of 20.4 percent to reach 207.8 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 22.9 percent between 2014 and 2019 to reach 599.7 million at the end of the period.

M2M and connected devices are widely recognised as key future growth markets among the leading players in the mobile telecommunications industry. China Mobile reported 32.0 million M2M subscribers in China at the end of 2013. Vodafone is the largest international provider of M2M connectivity, as well as a major regional player in Europe, with a reported subscriber base of 15.2 million. AT&T was number one in the US market reporting 16.3 million M2M subscribers, ahead of Verizon Wireless at approximately 9.0 million. Telefónica ranked number five worldwide, with 8.6 million reported M2M subscribers in Europe and Latin America, barely ahead of China Unicom with approximately 8.5 million. Other top ten players included Softbank/Sprint, Deutsche Telekom, Telenor and America Móvil with between 6.7 million and 8.0 million M2M subscribers each.

The mega-trend driving technology adoption in Europe and North America is what Berg Insight calls the concept of connected management. The IT-revolution has created new opportunities to collect and analyse data for the purpose of managing objects and behaviours. Connected management is based on the connection of remote devices to applications for the purpose of managing assets & products, costs & revenues, relationships & behaviour etcetera. The connected car is a typical application area where automobile manufacturers develop solutions enabling themselves and the driver to manage the vehicle and the driving experience through a range of applications. Connected fleets is the underlying trend for most other vehicle-based applications that enable fleet operators and external stakeholders such as governments, insurance companies and financial service providers to manage vehicles, operations, risks and revenues associated to the vehicle such as taxes and insurance premiums. The Connected Enterprise is emerging as a blueprint for corporate management, based on the vision that every asset and product should be directly linked to the enterprise network, feeding data in real-time to relevant IT-systems.

China has emerged as the world's largest market for wireless M2M communications in terms of installed base and recorded massive growth rates over the past years. The Chinese M2M market is strongly influenced by centralised planning by the national government. During the first half of 2012, the Chinese government announced a series of initiatives for the IoT sector as part of the 12th five-year plan for the period 2011-2015. IoT was selected as one of the main national strategic emerging industries, with a particular focus on smart sensors and RFID technologies. Cellular M2M technology is also finding many applications, particularly in smart grid, intelligent transportation and public safety. China's national utility State Grid began deploying smart meters on a large scale during 2011 and expects to cover the vast majority of its customers by the end of 2015. During 2012 and 2013, the utility procured around 18 million data concentrators for the rollout, which Berg Insight believes accounted for a significant part of the reported net additions of M2M subscribers in China during the period.

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. 2G/3G cellular 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. u-blox
    • 2.1.5. SIMCom
    • 2.1.6. Quectel
    • 2.1.7. Huawei
    • 2.1.8. Novatel Wireless
    • 2.1.9. Other embedded module vendors
  • 2.2. SIM and device management solutions
    • 2.2.1. Giesecke & Devrient
    • 2.2.2. Oberthur Technologies
    • 2.2.3. Mformation
    • 2.2.4. Red Bend Software
    • 2.2.5. Safran Morpho
  • 2.3. M2M connectivity management platforms
    • 2.3.1. Ericsson
    • 2.3.2. Jasper Technologies
    • 2.3.3. Amdocs
    • 2.3.4. Comarch
    • 2.3.5. nTels
    • 2.3.6. Telenity
    • 2.3.7. Proprietary platforms
  • 2.4. M2M application enablement platforms
    • 2.4.1. Axeda
    • 2.4.2. Bosch Software Innovations
    • 2.4.3. Cumulocity
    • 2.4.4. Etherios
    • 2.4.5. ILS Technology
    • 2.4.6. ThingWorx
    • 2.4.7. Xively
  • 2.5. Industry analysis
    • 2.5.1. 3G saved the wireless module vendors
    • 2.5.2. M2M connectivity platforms become more advanced and differentiated
    • 2.5.3. Can M2M application enablement platforms live up to the high expectations?

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. Belgacom
    • 3.1.7. EE
    • 3.1.8. KPN
    • 3.1.9. MTS
    • 3.1.10. SFR
    • 3.1.11. Telecom Italia
    • 3.1.12. Swisscom
    • 3.1.13. Telekom Austria
    • 3.1.14. TeliaSonera
    • 3.1.15. Tele2
    • 3.1.16. 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. Bell Canada
    • 3.2.7. América Móvil
    • 3.2.8. Vivo
  • 3.3. Asia-Pacific
    • 3.3.1. China Mobile
    • 3.3.2. China Unicom
    • 3.3.3. China Telecom
    • 3.3.4. Softbank
    • 3.3.5. NTT Docomo
    • 3.3.6. KDDI
    • 3.3.7. SK Telecom
    • 3.3.8. SingTel
    • 3.3.9. Telkomsel
    • 3.3.10. Axiata
    • 3.3.11. 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. Stream Technologies
    • 3.5.7. Telit m2mAIR
    • 3.5.8. Wireless Logic
    • 3.5.9. Wyless
    • 3.5.10. International mobile data aggregators
  • 3.6. Satellite network operators
    • 3.6.1. Orbcomm
    • 3.6.2. Iridium
    • 3.6.3. Inmarsat
    • 3.6.4. Globalstar
  • 3.7. Mobile operator alliances
    • 3.7.1. Bridge M2M Alliance
    • 3.7.2. Global M2M Association
    • 3.7.3. M2M World Alliance
  • 3.8. Industry analysis
    • 3.8.1. The great game of M2M
    • 3.8.2. Horizontal globalisation versus vertical specialisation
    • 3.8.3. Strategic considerations for regional and national mobile operators

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 for smart grid and 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. Market trends
    • 5.1.1. Europe and North America
    • 5.1.2. China
    • 5.1.3. Emerging markets
  • 5.2. Global market forecast
    • 5.2.1. Devices
    • 5.2.2. Network connectivity
    • 5.2.3. Vertical markets
    • 5.2.4. Technology standards
  • 5.3. Europe
  • 5.4. North America
  • 5.5. Latin America
  • 5.6. Asia-Pacific
  • 5.7. 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 mobile network operators by subscriber base (Q4-2013)
  • Figure 1.9: Top global CDMA operators by subscriber base (Q4-2013)
  • Figure 1.10: Top global LTE operators by subscriber base (Q4-2013)
  • Figure 2.1: Top wireless module vendors, by M2M sales and shipments (World 2013)
  • Figure 2.2: Sierra Wireless embedded modules and terminals (Q2-2014)
  • Figure 2.3: Gemalto M2M embedded modules and terminals (Q2-2014)
  • Figure 2.4: Telit embedded wireless modules (Q2-2014)
  • Figure 2.5: u-blox embedded wireless modules (Q2-2014)
  • Figure 2.6: SIMCom embedded wireless modules (Q2-2014)
  • Figure 2.7: Quectel embedded wireless modules (Q2-2014)
  • Figure 2.8: Huawei embedded wireless modules (Q2-2014)
  • Figure 2.9: Novatel Wireless embedded modules and integrated devices (Q2-2014)
  • Figure 2.10: M2M connectivity platform selection by mobile operator (Q2-2014)
  • Figure 2.11: M2M application platform selection by mobile operator (Q2-2014)
  • Figure 2.12: Financial data for key embedded wireless module vendors (2013)
  • Figure 3.1: Mobile operators by M2M subscriber base (World Q4-2013)
  • Figure 3.2: Europe M2M connectivity market data (Q4-2013)
  • Figure 3.3: Mobile operators in Europe by M2M subscriber base (Q4-2013)
  • Figure 3.4: Telefónica M2M subscribers by country (2012-2014)
  • Figure 3.5: Financial data for Telenor Connexion (2009-2013)
  • Figure 3.6: The Americas M2M connectivity market data (Q2-2014)
  • Figure 3.7: Examples of manufacturers of M2M devices certified by AT&T
  • Figure 3.8: Examples of manufacturers of M2M devices certified by Verizon
  • Figure 3.9: Asia-Pacific M2M connectivity market data (2013/2014)
  • Figure 3.10: Satellite network operator by M2M subscriber base (Q1-2014)
  • Figure 3.11: Mobile operator M2M alliances (Q2-2014)
  • Figure 4.1: Estimated annual production of machines by category (World 2013)
  • Figure 4.2: Motor vehicle production, by region and country (World 2013)
  • Figure 4.3: Top automobile manufacturers by vehicle sales (2013)
  • Figure 4.4: Motor vehicle sales by market (2013)
  • Figure 4.5: OEM truck telematics systems in Europe and the Americas
  • Figure 4.6: Telematics availability in the US (H1-2014)
  • Figure 4.7: Telematics availability in the EU (H1-2014)
  • Figure 4.8: Estimated number of vehicles in use (World 2012)
  • Figure 4.9: Financial data for key players in aftermarket telematics (FY2013/2014)
  • Figure 4.10: Major fleet management providers by installed base (2013/2014)
  • Figure 4.11: Major providers of private vehicle tracking by installed base (2013)
  • Figure 4.12: Energy meter population, by region (World 2013)
  • Figure 4.13: Energy meter shipments, by region (World 2012)
  • Figure 4.14: Smart meter penetration in key markets (2013/2020)
  • Figure 4.15: POS-terminal installed base in major markets (World 2013)
  • Figure 4.16: Top providers of monitored security alarms (World 2013)
  • Figure 4.17: Home medical monitoring device categories by installed base
  • Figure 5.1: Cellular M2M device shipment forecast, by region (World 2013-2019)
  • Figure 5.2: Cellular M2M device revenues forecast, by region (World 2013-2019)
  • Figure 5.3: Cellular M2M subscriber forecast, by region (World 2013-2019)
  • Figure 5.4: Cellular M2M network revenue forecast, by region (World 2013-2019)
  • Figure 5.5: Cellular M2M communication market forecast, by vertical (World 2013-2019)
  • Figure 5.6: Cellular M2M revenue forecast, by vertical (World 2013-2019)
  • Figure 5.7: Cellular M2M market forecast, by network technology (World 2013-2019)
  • Figure 5.8: Cellular M2M subscriber estimates for European countries (2012-2013)
  • Figure 5.9: Cellular M2M communication market forecast (Europe 2013-2019)
  • Figure 5.10: Cellular M2M communication revenue forecast (Europe 2013-2019)
  • Figure 5.11: Cellular M2M communication market forecast (North America 2013-2019)
  • Figure 5.12: Cellular M2M communication revenue forecast (North America 2013-2019)
  • Figure 5.13: Cellular M2M subscriber estimates for the Americas (2012-2013)
  • Figure 5.14: Cellular M2M communication market forecast (Latin America 2013-2019)
  • Figure 5.15: Cellular M2M communication revenue forecast (Latin America 2013-2019)
  • Figure 5.16: Cellular M2M communication market forecast (Asia-Pacific 2013-2019)
  • Figure 5.17: Cellular M2M communication revenue forecast (Asia-Pacific 2013-2019)
  • Figure 5.18: Cellular M2M subscriber estimates for APAC and Middle East (2012-2013)
  • Figure 5.19: Cellular M2M communication market forecast (MEA 2013-2019)
  • Figure 5.20: Cellular M2M communication revenue forecast (MEA 2013-2019)
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