市場調査レポート

Internet of Things(モノのインターネット)の基礎としてのM2Mおよびクラウド

M2M and Cloud as the Foundation for the Internet of Things

発行 Maravedis, Inc. 商品コード 247059
出版日 ページ情報 英文 47 Pages
納期: 即日から翌営業日
価格
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Internet of Things(モノのインターネット)の基礎としてのM2Mおよびクラウド M2M and Cloud as the Foundation for the Internet of Things
出版日: 2012年07月17日 ページ情報: 英文 47 Pages
概要

M2Mソリューションの実現に向けて、ベンダーおよびサプライヤー各社は様々の異なるアプローチを採用していますが、M2Mソリューションの大規模導入の実現にはクラウドコンピューティングが必須であり、クラウドコンピューティングが「Internet of Things(モノのインターネット)」の基礎を築き、次世代のイノベーションとM2Mの商業化をサポートするものとなるだろう、という共通の認識を共有しています。M2Mの商業化は明確に定義されていないものの、バリューチェーン各所の既存の事業者や新規参入事業者にとって広く開かれた大きな市場機会となるでしょう。

当レポートでは、M2Mのバイヤー、サプライヤー、ベンダー、インテグレーター、投資家などを対象に調査を行った結果から、M2Mソリューションの普及における課題、クラウドの重要性、「Internet of Things(モノのインターネット)」への移行の見通しについて検証し、主要ベンダーのプロファイルもまとめ、概略以下の構成でお届けいたします。

本調査の課題

イントロダクション&エグゼクティブサマリー

主要調査結果・アンケート調査内容

  • M2Mソリューションの大規模導入の主要課題
    • 規格・アーキテクチャ・インターオペラビリティ
    • 収益性の高いビジネスモデル
    • 実装・運用・保守の費用
    • 分散化されたサプライチェーン
    • アプリケーション/ソリューションの成熟度
    • マーケティング・意識拡大・教育
    • セキュリティとデータプライバシー
    • ITシステムとの統合
    • 拡張性
    • 法規制・無線周波数帯域
    • M2M大規模導入の実現因子としてのクラウド
  • エンドユーズ部門とM2Mクラウド
    • #1:ユーティリティ/スマートエネルギー
    • #2:自動車/テレマティクス
    • #3:輸送/ロジスティクス
    • #4:医療/ヘルスケア
    • その他
  • M2M市場のInternet of Things(モノのインターネット)に向かう変容

ベンダープロファイル:M2Mソリューションと各種能力

  • プロファイル:Alcatel-Lucent
    • M2M戦略
    • 市場の見通し/市場機会
    • 製品/サービス/ソリューション
  • プロファイル:Ericsson
    • M2M戦略
    • 市場の見通し/市場機会
    • 製品/サービス/ソリューション
  • プロファイル:Nokia Siemens Networks
    • M2M戦略
    • 市場の見通し/市場機会
    • 製品/サービス/ソリューション
  • プロファイル:Huawei
    • M2M戦略
    • 市場の見通し/市場機会
    • 製品/サービス/ソリューション
  • プロファイル:ILS Technology
    • M2M戦略
    • 市場の見通し/市場機会
    • 製品/サービス/ソリューション
  • プロファイル:Axeda
    • M2M戦略
    • 市場の見通し/市場機会
    • 製品/サービス/ソリューション
  • プロファイル:Sierra Wireless
    • M2M戦略
    • 市場の見通し/市場機会
    • 製品/サービス/ソリューション
  • プロファイル:Qualcomm
    • M2M戦略
    • 市場の見通し/市場機会
    • 製品/サービス/ソリューション
  • プロファイル:nPhase (Verizon Wireless)
    • M2M戦略
    • 市場の見通し/市場機会
    • 製品/サービス/ソリューション

コンタクト情報

目次

The study is a result of phone and in-person interviews and online surveys with M2M buyers, suppliers, vendors, integrators, and investors worldwide. The vendor profile component of the study looked at infrastructure, professional services and enabling technology that vendors and providers are offering to operators and enterprise customers for M2M solutions and services.

Traditional M2M:

Point solutions connecting devices and machine data to a central database for use in monitoring, diagnostic, and support services.

Internet of Things:

Connected devices and sensors everywhere, massive stores of data in the cloud, tidal wave of new applications, and consumerization of M2M.

The machine-to-machine (M2M) market has been around for well over 10 years, and for decades in the industrial sector, depending on how you define M2M. Based on the study and numerous discussions, the general consensus is that the M2M market is at a key inflection point for supporting mass market adoption, while providing the foundation for the broader concept of the Internet of Things (or Internet of Everything, as some call it).

Figure 1: M2M to Internet of Things

Over the past 10 to 20 years, many vendors and industry thought leaders have provided visions and developed labs to demonstrate the future of what we are now calling M2M, Connected Devices and the Internet of Things. These visions are now becoming reality, particularly in terms of vendors, suppliers and providers positioning for current and future value chain positions and differentiation.

Spectrum Dilemma:

A key M2M-related dilemma around wireless spectrum is about how long to maintain 3G, and in many cases 2G, networks for M2M use. Based on its architecture, 4G LTE is far more efficient for M2M, not just in terms of speed, but also in latency, scalability (via IPv6) and operational costs. Further, LTE standards bodies are working on specific approaches to optimize the use of LTE for M2M, including in the areas of bandwidth allocation, receiver standards, transmission, and power usage.

While vendors and suppliers are taking different approaches to enabling M2M solutions, the common theme is that cloud computing is essential in enabling mass adoption of M2M solutions, which will also support the next wave of innovation, laying the foundations for the broader Internet of Things, and the consumerization of M2M. The consumerization of M2M is not well defined, but will become a massive and wide-open opportunity for established players and newcomers up and down the value chain, including for developers migrating away from the saturated mobile application market.

What might be lost in some of the discussions and debates is that a large percentage of future connected devices and sensors will be communicating through 4G LTE gateways and hubs anyway, including through WiFi Direct, ZigBee, Bluetooth, etc. Homes, offices, cars, retail, and public areas can be equipped with 4G LTE M2M gateways and hubs to support a wide variety of M2M connectivity. Further, 4G LTE smartphones and tablets , including iPhones and iPads, can serve as M2M hubs and gateways to a broad range of Internet of Things elements yet to be invented.

There have M2M platform vendors and suppliers focused on the market during the past 10 years with a mix of success in implementing customer solutions in a variety of industry vertical sectors. There are many interesting customer solution stories, but mass adoption worldwide has not taken off to the frustration of many of the vendors and operators. Established M2M platform vendors also point out that there have been some expensive failures in the implementation of customer solutions that have contributed to the cautious approach to M2M initiatives by enterprise buyers.

Figure 2: M2M Transition to Internet of Things

However, starting in 2011, the market received renewed attention by all players in the supply chain, including mobile operators aggressively targeting M2M subscription growth. Based on the study, most the top vendors agreed that M2M and the Internet of Things are going through a peak hype cycle now, for better or for worse. The attention is helping drive awareness and interest among business customers while forcing the M2M supply chain players to address the numerous adoption challenges.

The M2M market is different from other hi-tech markets, which typically progress through emerging, growth, and consolidation phases. The hype cycle for hi-tech markets typically hit a peak and then dips with diminished expectations, and then finally levels out as the market continues to mature. However, the M2M market is highly vertically-integrated and while common (horizontal) standards and platforms are emerging, the market will always have a significant amount of fragmentation based on significant differences between the vertical sectors and the related machines and connected devices. As a result, consolidation to a just a few end-to-end players is not likely to occur as is often the case in other market segments. Further, Tier-1 mobile operators are also positioning as platform and end-to-end players, which injects another unique component into the maturation of the market as well as the ongoing consolidation of the M2M industry by way of M&A and partnerships.

Questions Addressed in the Study

  • What are the top industry and customer challenges today for mass-market adoption of M2M solutions?
  • Which M2M mass-adoption challenges will cloud most likely have the biggest positive impact?
  • How is the M2M supply chain providing the foundation for the Internet of Things?
  • What are the 2G-3G-4G network lifecycle and spectrum challenges in supporting M2M today versus the future?
  • What is the market impact of non-SIM connected devices and sensors?
  • How important is cloud-based technology and solutions in enabling mass-adoption of M2M?
  • Based on the supply chain component, what is the readiness to support mass-adoption of M2M solutions?
  • What M2M data challenges in enabling mass-adoption of M2M solutions?
  • Which vertical sectors will likely benefit the most from cloud-enabled M2M solutions?
  • What are the vendor strategies for offering M2M solutions to telecom operators?
  • What are the vendor market outlooks for M2M market?
  • What is the opportunity for white space spectrum for M2M?

Table of Contents

  • Questions Addressed in the Study
  • Introduction & Executive Summary
  • Key Study Findings and Survey Results
    • Top Challenges for Mass-Adoption of M2M Solutions
      • Challenge: Standards, Architecture, and Interoperability
      • Challenge: Profitable Business Model
      • Challenge: Cost to implement, operate, and maintain
      • Challenge: Fragmented Supply Chain
      • Challenge: Maturity of Applications/Solutions
      • Challenge: Marketing, Awareness, and Education
      • Challenge: Security and Data Privacy
      • Challenge: Integration with IT Systems
      • Challenge: Ability to Scale
      • Challenge: Regulatory and Wireless Spectrum
      • Cloud as Enabler to M2M Mass-Adoption
    • Vertical Sectors and M2M Cloud
      • Vertical #1: Utilities/Smart Energy
      • Vertical #2: Automotive/Telematics
      • Vertical #3: Transport/Logistics
      • Vertical #4: Medical/Healthcare
      • Other Verticals
    • M2M Market Transformation to the Internet of Things
  • Vendor Profiles: M2M Solutions and Capabilities
    • Profile: Alcatel-Lucent
      • M2M Strategy
      • Market Outlook/Opportunity
      • Products/Services/Solutions
    • Profile: Ericsson
      • M2M Strategy
      • Market Outlook/Opportunity
      • Products/Services/Solutions
    • Profile: Nokia Siemens Networks
      • M2M Strategy
      • Market Outlook/Opportunity
      • Products/Services/Solutions
    • Profile: Huawei
      • M2M Strategy
      • Market Outlook/Opportunity
      • Products/Services/Solutions
    • Profile: ILS Technology
      • M2M Strategy
      • Market Outlook/Opportunity
      • Products/Services/Solutions
    • Profile: Axeda
      • M2M Strategy
      • Market Outlook/Opportunity
      • Products/Services/Solutions
    • Profile: Sierra Wireless
      • M2M Strategy
      • Market Outlook/Opportunity
      • Products/Services/Solutions
    • Profile: Qualcomm
      • M2M Strategy
      • Market Outlook/Opportunity
      • Products/Services/Solutions
    • Profile: nPhase (Verizon Wireless)
      • M2M Strategy
      • Market Outlook/Opportunity
      • Products/Services/Solutions
      • 4G market intelligence and advisory services
      • Exposing the reality behind the 4G hype.
      • More than just numbers!
      • Our Services
  • Contact Information

Table of Figures

  • Figure 1: M2M to Internet of Things
  • Figure 2: M2M Transition to Internet of Things
  • Figure 3: Top M2M Mass-Market Adoption Challenges
  • Figure 4: M2M Market Orientation
  • Figure 5: M2M Supply Chain Readiness to Scale and Support Mass-Adoption
  • Figure 6: M2M Supply Chain Readiness Progress
  • Figure 7: M2M Adoption Challenges That Cloud Will Address
  • Figure 8: M2M Data Challenges
  • Figure 9: M2M Analytics in the Cloud
  • Figure 10: Vertical Sectors and M2M Cloud
  • Figure 11: M2M to Internet of Everything
  • Figure 12: M2M Supply Chain Readiness and Investment Opportunities
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