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コネクテッドカーの機会を追うモバイルオペレーター:セルラーテレマティクスのバリューチェーン、ビジネスモデルおよび市場予測

Mobile Operators Go after the Connected Car Opportunity - Cellular Telematics Value Chain, Business Models and Market Forecast

発行 Pyramid Research, Inc. 商品コード 299152
出版日 ページ情報 英文 67 Pages
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コネクテッドカーの機会を追うモバイルオペレーター:セルラーテレマティクスのバリューチェーン、ビジネスモデルおよび市場予測 Mobile Operators Go after the Connected Car Opportunity - Cellular Telematics Value Chain, Business Models and Market Forecast
出版日: 2014年03月31日 ページ情報: 英文 67 Pages
概要

テレマティクスM2M SIMの総数は2013年に3700万枚に達し、乗用車全体の約4%を示しています。テレマティクスM2M SIMは全M2M SIMの20%以上を構成し、乗用車の普及率は2018年までに12%へ拡大すると予測されています。欧州は2016年に米国を上回り、最大市場となる見込みです。規制は市場の主要な促進因子であり、法的必要条件はブラジル、欧州の一部およびロシアへ影響を及ぼし始めています。

当レポートでは、セルラーテレマティクス市場について調査し、現況の詳細な分析と予測、特に乗用車市場における機会の調査、セグメント別の需要内訳(アフターマーケット、保険および自動車メーカー(OEM))、5カ年の成長予測を含めた地域別の市場規模と予測、バリューチェーン分析、およびオペレーターのバリューチェーンにおけうポジショニングなどをまとめ、概略以下の構成でお届けします。

目次

図表

エグゼクティブサマリー

第1章 テレマティクスサービスの概要

  • 市場定義・概要
  • コネクテッドカーのアプローチ
  • テレマティクスのバリューチェーン
  • テレマティクスアプリケーションの種類・ポジショニング
  • OEMサービスの実例
  • アフターマーケットサービスの実例
  • 保険サービスの実例

第2章 市場成長促進因子

  • テレマティクス市場の促進因子
  • 市場成長促進因子としての規制:eCall
  • 市場成長促進因子としての規制:CONTRAN
  • 市場成長促進因子としての規制:ERA GLONASS
  • 市場成長促進因子としてのセルラー接続のメリット
  • テレマティクスおよび自動車保険会社のビジネスモデル
  • OEMにとっての差別化因子としてのテレマティクス

第3章 オペレーターのアプローチ

  • モバイルネットワークオペレーターにとってのM2M市場機会
  • モバイルネットワークオペレーターにとってのテレマティクスM2M機会
  • M2MバリューチェーンにおけるMNOの役割
  • MNOおよびテレマティクスバリューチェーン
  • テレマティクスバリューチェーンにおけるMNO:接続のみ
  • 接続以外のMNOテレマティクスビジネスモデル
  • MNOテレマティクスビジネスモデル:サービス提供
  • MNOテレマティクスビジネスモデル:システム統合
  • MNOテレマティクスビジネスモデル:チャネル
  • MNOテレマティクスビジネスモデル:ビリング

第4章 市場予測

  • 世界の予測
  • 地域分析
  • 予測:セグメント別
  • 北米市場
  • 欧州市場
  • ラテンアメリカ市場
  • アフリカ&中東市場
  • アジア太平洋市場

Pyramid Research, Inc.による展望

付録

図表

目次
Product Code: TC0057MR

In ‘Mobile Operators Go after the Connected Car Opportunity; Cellular Telematics Value Chain, Business Models and Market Forecast’, Pyramid Research examines the cellular telematics value chain, analyzes the different business models and provides market forecast for the telematics industry globally. The report looks at the various market drivers and the main types of telematics applications, such as navigation, emergency services, diagnostics, PAYD and PHY insurance, and stolen vehicle recovery, focusing on the opportunities for MNOs to expand their role. Examples from around the globe are provided throughout the report.

Key Findings

Telematics is one of the most dynamic and fastest growing segments of the cellular machine-to-machine market.

The total number of telematics M2M SIMs have reached 37m in 2013, representing about 4% of all passenger cars. By our estimates, penetration of passenger cars will grow to 12% by 2018, with telematics M2M SIMs contributing more than 20% of all M2M SIMs.

Europe will become the largest market in 2016, overtaking the US.

Regulations are a key market driver, with legal requirements beginning to have an impact on the markets in Brazil, parts of Europe and Russia.

Pay-as-you-drive and pay-how-you-drive are the key telematics-based insurance services, but increasingly insurers are adding more services, such as security and vehicle location services, which also lower their risks.

Mobile operators have a number of ways in which they can increase their share of the value chain, including becoming telematics service providers, offering flexible billing options, building or acquiring system integration capabilities and leveraging their channels to market.

Synopsis

‘Mobile Operators Go after the Connected Car Opportunity; Cellular Telematics Value Chain, Business Models and Market Forecast’, a report by Pyramid Research, provides a detailed analysis of the market for various M2M telematics services aimed at non-commercial cars and delivered over cellular networks. The report examines the cellular telematics value chain and the opportunities available to operators to expand their role in that value chain. It analyzes the different business models and provides market forecast for the telematics industry globally, evaluating the various market drivers and looking at how they differ between regions and especially between emerging and developed markets.

The report also examines the main types of telematics applications, such as navigation, emergency services, diagnostics, PAYD and PHYD insurance, and stolen vehicle recovery. focusing on the opportunities for MNOs to expand their role. Examples from around the globe are discussed at length throughout, including ATandT (in the US), GM On Star (US), Vodacom (South Africa), ERA GLONASS (Russia), eCall (Europe), Volvo, insurethebox (the UK), Generali and Telefonica (Spain), and the CONTRAN regulations (Brazil).

Historical figures for 2012 and 2013 as well as forecasts through 2018 are provided for the number of active telematics SIMs as well as for end-user telematics revenues, broken down by market segment and by region. The report concludes with a look at the opportunities of operators in the telematics value chain and growth expectations for the OEM, insurance and aftermarket segments.

Reasons To Buy

This report provides the confidence to make the correct business decisions based on a detailed analysis of the current state of the cellular telematics market and its prospects. It looks specifically at opportunities in the passenger car market and not commercial vehicles.

This report will give the user a thorough fact-based analysis with information about total demand broken down into three segments: the aftermarket, insurance and car manufacturers (OEMs).

The market sizing and forecast section includes a regional breakdown, with five-year growth expectations across Africa and the Middle East, Asia, Europe, Latin America and North America.

The analysts have placed a significant emphasis on the value chain, and the approaches operators are taking to increase their share of it beyond connectivity. They look at four specific ways in which different operators around the world are approaching the value chain.

In each of these four approaches, we include examples of operators and their positioning in the value chain as well as more detailed snapshots of how operators are positioning themselves and how this relates to other complementary focus areas.

Table of Contents

Table of contents

Table of exhibits

Executive summary

Section 1: Telematics services overview

  • Market definition and overview
  • Approaches to connecting cars
  • Telematics value chain
  • Types and positioning of telematics applications
  • Examples of OEM services
  • Examples of aftermarket services
  • Examples of insurance services

Section 2: Market drivers

  • Telematics market drivers
  • Regulations as a market driver: eCall
  • Regulations as a market driver: CONTRAN
  • Regulations as a market driver: ERA GLONASS
  • Advantages of cellular connectivity as a market driver
  • Telematics and vehicle insurer business model
  • Telematics as a differentiator for OEMs

Section 3: Operator approaches

  • M2M market opportunity for mobile network operators
  • Telematics M2M opportunity for mobile network operators
  • The MNO role in the M2M value chain
  • MNOs and the telematics value chain
  • MNOs in the telematics value chain: Connectivity only
  • MNO telematics business models beyond connectivity
  • MNO telematics business models: Service provision
  • MNO telematics business models: System integration
  • MNO telematics business models: Channels
  • MNO telematics business models: Billing

Section 4: Market forecasts

  • Global forecast
  • Regional breakdown
  • Forecasts by segment
  • North American market
  • European market
  • Latin American market
  • Africa & Middle East market
  • Asia Pacific market

Pyramid Perspective

  • Pyramid perspective

Appendixes

  • Companies mentioned
  • Sources and related research
  • About Pyramid Research

Table of exhibits

  • Cellular M2M telematics devices
  • Embedded (by OEMs - car manufacturers)
  • Aftermarket
  • Tethered
  • Cellular M2M telematics service positioning
  • Examples of OEM services
  • OnStar service subscriptions
  • OnStar service subscription growth and milestones
  • Wireless car company ownership overview
  • Examples of aftermarket services
  • The RAC's black box
  • Examples of insurance services
  • State farm sample discounts *
  • Growth of insurethebox policies 2010-2013
  • Total cellular M2M subscriptions market forecast, 2012 - 2018
  • eCall status by country
  • CONTRAN 245 implementation timeline for all new vehicles in brazil
  • ERA GLONASS regional infrastructure development
  • Positioning of M2M applications by mobility and bandwidth requirement
  • Insurethebox savings survey information
  • Passenger car fleet by region, 2011 - 2018
  • Insurethebox savings survey information
  • Passenger car fleet by region, 2011 - 2018
  • Cellular M2M as a percentage of all mobile subscriptions by region, 2011 - 2018
  • Global mobile subscriptions breakdown, 2013
  • Global mobile M2M subscriptions breakdown, 2013
  • Telematics value chain
  • Porto Seguro focuses on bundling and loyalty
  • Operator approaches for moving up the telematics value chain
  • Telematics value chain
  • Verizon telematics product portfolio
  • Vodafone - Towers Watson implementation methodology
  • Sprint velocity connect overview
  • AT&T drive: a modular platform with a range of partners
  • Telematics value chain
  • Vodacom South Africa M2M subscriptions
  • Portion of Verizon postpaid retail subscriptions on Share Everywhere plan
  • Single bill, n-device access and policy management
  • Flexible and split billing is fundamental to AT&T's partnership with GM OnStar
  • Telematics active SIMs, 2012-2018
  • Telematics SIMs as percentage of all M2M SIMs and passenger vehicle penetration
  • Active telematics SIMs by region, 2012-2018
  • Telematics active SIM penetration of passenger car fleet, 2012 and 2018
  • Telematics active SIMs, 2012-2018
  • End-user telematics revenue by segment, 2012-2018
  • Active telematics SIMs in north America by segment, 2012-2018
  • North America telematics connect revenue by segment, 2012 2018
  • Active telematics SIMs by segment in Europe, 2012-2018
  • Europe telematics connect revenue by segment, 2012, 2018
  • Africa & Middle East active telematics SIMs by segment, 2012-2018
  • Asia Pacific telematics active SIMs by segment, 2012-2018
  • Asia Pacific connect revenues by segment, 2012-2018
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