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市場調査レポート

世界のセルラーM2M市場

Cellular M2M Markets: Consistent Growth Driven Mainly by Automotive and Utilities

発行 IDATE DigiWorld 商品コード 224080
出版日 ページ情報 英文
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世界のセルラーM2M市場 Cellular M2M Markets: Consistent Growth Driven Mainly by Automotive and Utilities
出版日: 2016年11月28日 ページ情報: 英文
担当者のコメント
フランスにある通信機器市場調査の大手、IDATE社より、注目のM2M市場を、自動車、エネルギー、家電などの産業アプリケーションごとに分析した最新レポートが発行されました。大手電機メーカー様、通信機器メーカー様の海外戦略には欠かせないマーケティング資料です!
概要

当レポートでは、世界のM2M市場で起きている最重要動向と変化について検証し、主要な市場動向、数量・金額予測 (地域別、国別) など、市場成長や変化の促進要因に焦点を当てて、セルラーモジュールの進化 (応用別、ネットワーク技術別) も含め、体系的な情報を提供しています。

第1章 エグゼクティブサマリー

第2章 調査手法と定義

第3章 根底にある主要技術

  • M2Mアーキテクチャー
  • 標準化
  • 新興の通信技術
  • 非通信技術

第4章 産業分野別の導入

  • 自動車
  • ユーティリティ
  • セキュリティ
  • 家電製品
  • 医療
  • 輸送
  • コマース/小売
  • スマートシティ
  • スマートホーム
  • 農業
  • ペット関連

第5章 市場構造と企業戦略

  • 産業構造
  • 市場導入
  • 主要企業

第6章 戦略的分析

  • ハードウェア
  • コネクティビティ
  • IT

第7章 市場と予測

  • 市場発展要因
  • 市場予測

このページに掲載されている内容は最新版と異なる場合があります。詳細はお問い合わせください。

目次
Product Code: M16189B

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

Table of Contents

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

List of 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

List of 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 Telefónica
  • 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

List of players examined/mentioned

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
  • Telefónica/ O2*
  • Telenor
  • T-Mobile USA
  • T-Mobile*
  • Turkcell
  • Verizon Wireless
  • Vodafone*

* players reviewed extensively

Slideshow contents

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

Database structure

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
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