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商用コネクテッドカー

Commercial Connected Vehicles

発行 Juniper Research 商品コード 352937
出版日 ページ情報 英文
納期: 即日から翌営業日
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本日の銀行送金レート: 1GBP=146.05円で換算しております。
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商用コネクテッドカー Commercial Connected Vehicles
出版日: 2018年11月13日 ページ情報: 英文
概要

当レポートでは、フリート管理用テレマティクス、V2V技術、車内コマースなど、OEMおよびアフターマーケットによる商用車向けコネクテッドサービスの市場を調査し、コネクテッドカーサービスの現状、課題と市場機会、ケーススタディ、テレマティクス搭載商用車の総数、V2V対応商用車の総数、商用車車載コマースプラットフォームによる支出額、各種テレマティクスサービス収益などの予測、主要企業のプロファイル、ステークホルダーへの戦略的提言などをまとめています。

提供内容

  • 「Deep Dive Strategy & Competition (戦略・競合分析)」(PDF)
  • 「5 Year Deep Dive Data & Forecasting (5カ年データ・予測)」(PDF)
  • 「Executive Summary・Core Findings (エグゼクティブサマリー・主要調査結果)」 (PDF)

「Deep Dive Strategy & Competition (戦略・競合分析)」(PDF)

第1章 コネクテッドカー:現在の環境・近年の市場の動き

  • コネクテッドカーサービスの現状
  • コネクテッドカーサービスの直面する課題
    • 今後の自動車関連法規制
    • 道路インフラ
  • コネクテッドカーの市場機会
    • 車内決済
    • 音声アシスタントの統合
    • 自動車AI
    • 5G & 5G対応サービス

第2章 商用コネクテッドカー:技術影響評価・データトラフィックの分析

  • 商用コネクテッドカー
    • 商用コネクテッドカー:技術影響評価
    • 5Gによるディスラプションの可能性
    • ドライバーセーフティを推進するCV2X (Celluar V2X)
    • ロジスティクス&OTAアップデートのブロックチェーン
      • ケーススタディ:Gemalto
  • データトラフィックの分析
  • 要点・ステークホルダーへの戦略的提言

第3章 コネクテッドカーテレマティクス:企業のプロファイル・位置付け

  • イントロダクション
  • ベンダー評価
    • ベンダー評価手法
    • コネクテッドカー企業の分析
  • 制約・解釈
  • 大きな影響力を持つ企業
  • 企業プロファイル
    • Aeris
    • Airbiquity
    • AT&T
    • Cisco Jasper
    • Ctrack
    • KORE Wireless
    • Mojio
    • MiX Telematics
    • Octo Telematics
    • Sierra Wireless
    • Tech Mahindra
    • Telit
    • Verizon
    • Vodafone
    • WirelessCar

「Deep Dive Data & Forecasting (データ・予測)」

第1章 コネクテッドカー:市場のサマリー&要点

  • イントロダクション:コネクテッドカー
    • 消費者向けテレマティクス
    • 商用テレマティクス
  • 市場予測:サマリー
    • ネクテッドカーサービスユーザー
    • コネクテッドカーサービスからのサービス収益
    • コネクテッドカーサービスからのコネクティビティ関連収益

第2章 商用テレマティクス:市場予測・要点

  • イントロダクション・調査手法
  • テレマティクス搭載商用車の総数
  • 商用テレマティクスサービス収益:OEM
  • 商用テレマティクスサービス収益:アフターマーケット

第3章 将来の商用コネクテッドカーサービス:主要市場予測

  • イントロダクション・調査手法
  • V2V対応商用車の総数
  • 商用車車内決済総数
  • 商用車車載コマースプラットフォームによる支出総額
目次

Overview

Juniper's ‘Commercial Connected Cars’ research covers services from automotive OEMs (Original Equipment Manufacturers) and aftermarket connected car service providers in the commercial vehicle market. It provides an incisive evaluation into connected vehicle services in the commercial sector, including fleet management in-vehicle telematics and V2V (Vehicle-to-Vehicle) technology.

For the first time, Juniper provides analysis and forecasts for future vehicle commerce services over commercial vehicles, including total number and value of transactions.

This research suite includes:

  • Deep Dive Strategy & Competition (PDF)
  • 5 Year Deep Dive Data & Forecasting (PDF)
  • Executive Summary & Core Findings (PDF)

Key Features

  • Sector Dynamics: Detailed evaluation of emerging automotive technologies, including analysis of the present market state and future stakeholder opportunities. Technologies assessed include:
    • In-vehicle Commerce Opportunities
    • AI (Artificial Intelligence) in the Automotive Sector
    • 5G Networks
  • Emerging Technology Impact Assessement: Strategic review of the opportunities, impacts and barriers of connected car services across with an evaluation of technologies including:
    • 5G
    • Blockchain
    • Cellular V2V
  • Benchmarket Industry Forecasts: Provided for key connected car services, including:
    • Telematics
    • V2V Services
    • Connected Car Commerce
  • Juniper Leaderboard: Key player capability and capacity assessment of 15 Connected Car platform providers. Players assessed include:
    • Aeris
    • Airbiquity
    • AT&T
    • Cisco Jasper
    • Ctrack
    • KORE Wireless
    • Mojio
    • MiX Telematics
    • Octo Telematics
    • Sierra Wireless
    • Tech Mahindra
    • Telit
    • Verizon
    • Vodafone
    • WirelessCar

Key Questions

  • 1. Which telematics service providers are leading the market in 2018?
  • 2. What are the revenue opportunities for connected car services providers over the next 5 years?
  • 3. What role will operators play in the commercial connected car market?
  • 4. How will emerging technologies, such as 5G, and Blockchain, disrupt automotive business models?
  • 5. What will be the most lucrative area of the commercial connected car market over the next five years?

Companies Referenced

  • Interviewed: Gemalto, Octo Telematics
  • Profiled: Aeris, Airbiquity, AT&T, Cisco Jasper, Ctrack, KORE Wireless, MiX Telematics, Mojio, Sierra Wireless, Tech Mahindra, Telit, Verizon, Vodafone, WirelessCar.
  • Case Studied: Gemalto.
  • Mentioned: A T Kearney, AAA(American Automobile Association), ABB, Accellion, Accenture, Admiral, Affinion Italy, AIG, Allianz, Alten, AMA, Amaline, Amazon, AMS (Automotive Management Services), AOL, Apple, Arnold Clark, Arval, Ascom, Aston Martin, ATIC Data Systems, Atos Worldwide, ATrack, Audi, Autoliv, AutonomouStuff, Avis, AVNet, Bell Group UK, Bentley, BMW, Born4shop-Saldi Privati, Bosch, Buick, Buongiorno, CalAmp, Campbell Scientific, CarForce, China Unicom, Cinterion, Continental, Ctek, Daimler, Data911, Dell, Deloitte, Deutsche Assistance Telematiks, Deutsche Telekom, DigiKey, Dooing, DriveNow, EE, EMS Global Tracking, Ericsson, EuropCar, EverQuote, Fai, Ferrari, FleetCheck, fleetleed, Fleetmatics, Glencore, Globe Tracker, GM (General Motors), Google, Guidewire PartnerConnect, Hartford, Henry Schein, Hertz, Hexagon, Honeywell, IBM, IFTTT, Indus Towers, Infiniti, Infomobility, Infosys, Inseego Corp, Insure The Box, Intact Financial Corporation, Intel, Iridium Communications, Jaguar Land Rover, Janus, JASPAR (Japan Automotive Software Platform and Architecture), Jazz Wireless Data, Kineto Wireless, La Parissienne, Lamborghini, Lease Plan ENI, LexisNexis Risk Solutions, Libelium, Liberty, Lightfoot, Lochbridge, London Taxis, LV=, MaGIC (Manufacturing Global Innovation Centre), Mahindra Reva Electric Vehicles, MAPFRE, Marmalade, Maserati, Mercedes-Benz, Microsoft, Mobileye, Movildata, Movimento, Multi-Tech Systems, Nationwide, Nebula Systems, New Vaal Motor group, Nissan, Novatel Wireless, NSC (National Safety Council), NTT DoCoMo, Nuance, Numerex, Oakhurst, Oberthur Technologies, Ono, Orbcomm, OriginGPS, OSA, OWiN, Philips, Pininfarina, Porsche, Proximus, Qoros, QSI Corporation, Queclinkm Maestro Wireless Solutions, RCI Bank, Renova, rev.io, Revive, Rogers Wireless, Safaricom, Salesforce.com, SAP, Schneider Electric, Semcon, Shell, Silver Spring Networks, SIMbae, Skoda, SkyWave Mobile Communications, Sprint, State Auto, State Farm, STMicroelectronics, Tele2, Telefonica, Telenor, Telogis, The Linux Foundation, TietoEnator, T-Mobile, TomTom, Tower Watson, u-blox, UNIVE, Verifone, Vinnter, Visa, Volkswagen, Volvo, Wunelli, Wyless Group Holdings, Xirgo Technologies, ZTE.

Data & Interactive Forecast

Juniper's latest ‘Commercial Connected Cars’ forecast suite includes:

  • 5 year benchmark forecasts for key metrics by 8 key regions and 8 country level splits including:
    • Brazil
    • Canada
    • China
    • France
    • Germany
    • Mexico
    • UK
    • US
  • Commercial telematics:
    • Commercial vehicles with telematics
    • OEM/Third party systems
    • Service provider revenues
    • Operator connectivity revenues and data traffic
  • Commercial V2V
    • V2V capable commercial vehicles
  • Commercial connected car commerce
    • Connected car commerce capable cars
    • Total number of connected car commerce transactions
    • Total value of connected car commerce transactions
  • Access to the full set of forecast data of 45 tables and over 5,400 datapoints.
  • Interactive Excel Scenario tool allowing users the ability to manipulate Juniper's data for 10 different metrics.

Juniper Research's highly granular Interactive Excels enable clients to manipulate Juniper's forecast data and charts to test their own assumptions using the Interactive Scenario Tool; and compare select markets side by side in customised charts and tables. IFxls greatly increase clients' ability to both understand a particular market and to integrate their own views into the model.

Table of Contents

Deep Dive Strategy & Competition

1. Connected Cars: Current Landscape & Recent Market Movements

  • 1.1. The Current State of Connected Car Services
    • 1.1.1. Connected Cars: Current Services
      • Figure 1.1: Total Number of Vehicles Using Connected Car Services (m), Split by Service 2016-2018
    • 1.1.2. Recent Market Movements
      • Table 1.2: Connected Car Market Movements 2017 Onwards
  • 1.2. Challenges Facing Connected Car Services
    • 1.2.1. Impending Automotive Legislation
      • Table 1.3: Anti-ICE Legislation Announcements
    • 1.2.2. Road Infrastructure
  • 1.3. Connected Car Opportunities
    • 1.3.1. In-car Payments
      • Figure 1.4: Future Connected Car Payment Services
    • 1.3.2. Integration of Voice Assistants In-Vehicle
      • Figure 1.5: Global Number of Vehicles with Digital Voice Assistants (m) Split by 8 Key Regions 2018-2023
      • Figure 1.6: Android Automotive Network Architecture
    • 1.3.3. Automotive AI (Artificial Intelligence)
      • i. AI for Underwriting Insurance Premiums
      • ii. AI for Data Analysis
      • iii. Future Outlook
    • 1.3.1. 5G & 5G-enabled Services
      • i. Futureproof 5G Services

2. Commercial Connected Vehicles: Technology Impact Assessment & Data Traffic Analysis

  • i. Futureproof 5G Services
  • 2.1. Commercial Connected Vehicles
    • Figure 2.1: Telematics Uses & Applications
    • 2.1.1. Commercial Connected Vehicles: Technology Impact Evaluation
      • Figure 2.2: Juniper Competitive Web Benefits of Future Disruptive Technologies on Commercial Connected Vehicles
    • 2.1.2. 5. G's Potential Disruption
      • Figure 2.3: Global Share of Cellular Vehicle Connections (%) Split by 4 Cellular Connections 2017-2022
    • 2.1.3. CV2X (Celluar V2X) will Increase Driver Safety
    • 2.1.4. Blockchain for Logistics & OTA Updates
      • Table 2.4: Benefits & Hurdles to Implementation of Blockchain the Automotive Sector
        • Case Study: Gemalto's Mobility Solutions & Authentication Services
  • 2.2. Data Traffic Analysis
    • Figure 2.5: Total Data Usage for Commercial Telematics (TB) Split by 8 Key Regions 2018-2023
  • 2.3. Commercial Connected Vehicles Key Takeaways & Strategic Recommendations for Market Stakeholders
    • Figure 2.6: Number of OEM Subscribers Paying for the Service (m) Split by 4 Regions 2018 & 2023

3. Connected Car Telematics: Player Profiles & Positioning

  • 3.1. Introduction
  • 3.2. Vendor Assessment
    • 3.2.1. Vendor Assessment Methodology
      • Table 3.1: Connected Car Players Scoring Criteria
      • Figure 3.2: Connected Car Juniper Leaderboard
      • Table 3.3: Connected Cars Heatmap Results
    • 3.2.2. Connected Car Player Analysis
      • Established Leaders
      • Leading Challengers
      • Disruptors & Emulators
  • 3.3. Limitation & Interpretations
  • 3.4. Connected Cars Movers & Shakers
  • 3.5. Player Profiles
    • 3.5.1. Aeris
      • i. Corporate
      • ii. Geographical Spread
      • iii. Key Clients & Strategic Partnerships
      • iv. High Level View of Offerings
      • v. Juniper View: Key Strengths & Strategic Opportunities
    • 3.5.2. Airbiquity
      • i. Corporate
      • ii. Geographical Spread
      • iii. Key Clients & Strategic Partnerships
      • iv. High Level View of Offerings
      • v. Juniper View: Key Strengths & Strategic Opportunities
    • 3.5.3. AT&T
      • i. Corporate
        • Table 3.4: AT&T Key Financial Data ($bn) 2015-2017
      • ii. Geographical Spread
      • iii. Key Clients & Strategic Partnerships
      • iv. High Level View of Offering
      • v. Juniper View: Key Strengths & Strategic Opportunities
    • 3.5.4. Cisco Jasper
      • i. Corporate Profile
        • Table 3.5: Cisco Financial Snapshot ($bn) 2015-2017
      • ii. Geographic Spread
      • iii. Key Clients & Strategic Partnerships
      • iv. High Level View of Offerings
      • v. Juniper View: Key Strengths & Strategic Opportunities
    • 3.5.5. Ctrack
      • i. Corporate
      • ii. Geographical Spread
      • iii. Key Clients & Strategic Partnerships
      • iv. High Level View of Offerings
      • v. Juniper View: Key Strengths & Strategic Opportunities
    • 3.5.6. KORE Wireless
      • i. Corporate
      • ii. Geographical Spread
      • iii. Key Client & Strategic Partnerships
      • iii. High Level View of Offerings
      • v. Juniper View: Key Strengths & Strategic Opportunties
    • 3.5.7. Mojio
      • i. Corporate
      • ii. Geographical Spread
      • iii. Key Clients & Strategic Partnerships
      • iv. High Level View of Offerings
      • v. Juniper View: Key Strengths & Strategic Opportunities
    • 3.5.8. MiX Telematics
      • i. Corporate
        • Table 3.6: MiX Telematics Financial Performance Snapshot ($m) 2015-2017
      • ii. Geographical Spread
      • iii. Key Clients & Strategic Partnerships
      • iv. High Level View of Offerings
      • v. Juniper View: Key Strengths & Strategic Opportunities
    • 3.5.9. Octo Telematics
      • i. Corporate
      • ii. Geographical Spread
      • iii. Key Clients & Strategic Partnerships
      • iv. High Level View of Offerings
      • v. Juniper View: Key Strengths & Strategic Opportunities
    • 3.5.10. Sierra Wireless
      • i. Corporate
        • Table 3.7: Sierra Wireless Selected Financial Information ($m) 2015-2017
      • ii. Geographical Spread
      • iii. Key Clients & Strategic Partnerships
      • iv. High Level View of Offerings
      • v. Juniper View: Key Strengths & Strategic Opportunities
    • 3.5.11. Tech Mahindra
      • i. Corporate
        • Table 3.8: Tech Mahindra Select Financial Information ($m) 2015-2017
      • ii. Geographical Location
      • iii. Key Clients & Strategic Partnerships
      • iv. High Level View of Offerings
      • v. Juniper View: Key Strengths & Strategic Opportunities
    • 3.5.12. Telit
      • i. Corporate
        • Table 3.9: Telit Selected Financial Information ($m) 2015-2017
      • ii. Geographical Spread
      • iii. Key Clients & Strategic Partnerships
      • iv. High Level View of Offerings
        • Table 3.10: Telt's Automotive Grade Modules
      • v. Juniper View: Key Strengths & Strategic Opportunities
    • 3.5.13. Verizon
      • i. Corporate
      • ii. Geographical Spread
      • iii. Key Clients & Strategic Partnerships
      • iv. High Level View of Offerings.
      • v. Juniper View: Key Strengths & Strategic Opportunities
    • 3.5.14. Vodafone
      • i. Corporate
        • Table 3.13: Vodafone Financial Performance Snapshot ($bn) 2015-2017
      • ii. Geographical Spread
      • iii. Key Clients & Strategic Partnerships
      • iv. High Level View of Offerings
      • v. Juniper View: Key Strengths & Strategic Opportunities
    • 3.5.15. WirelessCar
      • i. Corporate
      • ii. Geographical Spread
      • iii. Key Clients & Strategic Partnerships
      • iv. High Level View of Offerings
      • v. Juniper View: Key Strengths & Strategic Opportunities

Deep Dive Data & Forecasting

1. Connected Cars: Market Summary & Key Takeaways

  • 1.1. Introduction to Connected Vehicles
    • Figure 1.1: Connected Cars Market Summary in 2023
    • 1.1.1. Consumer Telematics
    • 1.1.2. Commercial Telematics
  • 1.2. Market Summary Forecasts
    • 1.2.1. Total Connected Car Service Users
      • Figure & Table 1.2: Total Number of Vehicles Using Connected Car Services, Split by Service (m) Split by 4 Services 2018-2023
    • 1.2.2. Total Services Revenues from Connected Car Services
      • Figure & Table 1.3: Total Consumer & Commercial Connected Car Service Revenues ($m) Split by 8 Key Regions 2018-2023
    • 1.2.3. Connnectivity Enablement Revenues from Connected Car Services
      • Figure & Table 1.4: Total Connectivity Enablement Revenues from Consumer & Commercial Connected Car Services ($m) Split by 8 Key Regions 2018-2023

2. Commercial Telematics: Market Forecasts & Key Takeaways

  • 2.1. Commercial Telematics: Introduction & Methodology
    • 2.1.1. Methodology
      • Figure 2.1: Commercial Telematics Forecast Methodology
    • 2.1.2. Total Number of Commercial Vehicles with Telematics
      • Figure & Table 2.2: Installed Base of Commercial Vehicles with Telematics (m) Split by 8 Key Regions 2018-2023
      • Table 2.3: Installed Base of Commercial Vehicles with Telematics (m) Split by OEM-installed & After-market 2018-2023
    • 2.1.3. Revenues from OEM-installed Commercial Telematics Services
      • Figure & Table 2.4: Total Revenues from Commercial Telematics OEM Subscriptions ($m) Split by 8 Key Regions 2018-2023
    • 2.1.4. Revenues from After-market Commercial Telematics
      • Figure & Table 2.5: Total Revenues from After-market Commercial Telematics Subscriptions ($m) Split by 8 Key Regions 2018-2023
    • 2.1.5. Data Attributable to Commercial Telematics Services
      • Figure & Table 2.6: Total Data Traffic Attributable to Commercial Telematics Services (PB) Split by 8 Key Regions 2018-2023

3. Future Commercial Connected Vehicle Services: Key Market Forecasts

  • 3.1. Future Commercial Connected Car Services: Introduction & Methodologies
    • 3.1.1. Methodology
      • Figure 3.1: Commercial V2V Forecast Methodology
    • 3.1.2. Total Number of Commercial Vehicles with V2V Capabilities
      • Figure & Table 3.2: Total Number of Commercial Vehicles Installed with V2V Hardware (m) Split by 8 Key Regions 2018-2023
    • 3.1.3. Total Commercial In-vehicle Transactions
      • Figure & Table 3.3: Total Transactions made by Payment-enabled Connected Commercial Vehicles (m) Split by 8 Key Regions 2018-2023
    • 3.1.4. Total Spend over Commercial In-vehicle Commerce Platforms
      • Figure & Table 3.4: Total Annual Transaction Value of Payment-enabled Connected Commercial Vehicles ($m) Split by 8 Key Regions 2018-2023
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