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The Global Wireless M2M Market

The Global Wireless M2M Market is a unique report analysing the latest market developments in all regions of the world.

This strategic research report from Berg Insight provides you with 140 pages of unique business intelligence including 5-year industry forecasts and expert commentary on which to base your business decisions.

This report will allow you to:

Understand the dynamics of the global wireless M2M market.

Evaluate propositions from the leading suppliers of wireless M2M hardware.

Learn about the M2M strategies of innovative mobile operators.

Identify the most successful solution providers in key vertical and geographical markets.

Quantify the addressable market size for wireless M2M technology in key vertical segments.

Profit from valuable insights about the most successful business and technology propositions on the market.

M2M Research Series

Berg Insight’s M2M Research SeriesWhat are the key business opportunities in the emerging European wireless M2M market? Berg Insight’s M2M Research Series is a unique series of market reports published on a quarterly basis. Each title offers detailed analysis of a specific vertical application area such as intelligent metering, fleet management or vehicle telematics. Once per year we also a publish summaries of our research with detailed forecasts for the Global and European wireless M2M markets, respectively.

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Is the world finally ready for wireless M2M?M2M is an abbreviation for machine-to-machine, or technology that supports wired or wireless communication between devices. The abbreviation is also sometimes used to stand for man-to-machine, meaning communication between a man operated device and a machine. Wireless M2M comprises all wireless network technologies, even though the term is generally used in reference to systems connected to cellular networks. This report is aimed at describing and analyzing wireless M2M based on commonly used wireless wide area network technologies such as GSM/GPRS/EDGE, WCDMA/HSPA and CDMA. Alternative wireless technologies such as satellite networks, RF tracking and wireless mesh are also covered to provide a complete overview of the market environment.

Defining the addressable market for wireless M2M is a highly complex task. In theory every machine on earth with a microprocessor inside could become networked. However there will not likely be any business case for connecting ultra-low value products to cellular networks in the near term. Berg Insight estimates that about 750 million machines were produced in 2007 for housing, transportation and industrial use. This figure includes approximately 300 million major home appliances, 200 million energy meters, 100 million HVAC equipment, 75 million motor vehicles, 50 million assorted machinery and equipment and 25 million communication devices. Among these energy meters, motor vehicles and communication devices will remain the principal vertical markets for wireless M2M in the coming five years.

Adoption of wireless M2M technology is still in a very early phase. As a share of total cellular connections, M2M generally accounts for 1–3 percent in developed markets and less than 1 percent in emerging markets. Some individual markets have higher adoption rates as a result of large-scale deployments such as OnStar in North America and smart metering solutions in Scandinavia. Automotive and fleet management applications remains the largest vertical market and is expected to increase its share of the total market as more and more OEMs adopt telematics technology. Smart metering and other utility industry applications continue to grow, with initiatives triggered by the challenges facing the energy industry in all parts of the world. Fixed to mobile substitution drives the growth in the POS-terminal and security

alarms segments. There are also high expectations for significant deployments of remote product and asset management solutions.

Europe is seeing large-scale adoption of wireless M2M technology across a wide range of vertical markets. The largest applications in terms of volume have generally been developed in response to local conditions. EU’s two top consumers of electricity per capita – Sweden and Finland – to a wide extent use point-to-point GPRS for smart metering. Germany has deployed a national road toll system for trucks using GSM/GPS tracking. The Italian motor insurance industry has embraced telematics technology for risk mitigation. Few applications are however yet deployed at a European level. In the Americas, adoption of wireless is largely focused on the automotive industry. Berg Insight estimates that GM OnStar alone accounts for more than 70 percent of cellular M2M connections in the US and almost 60 percent in the Americas region. Among other world regions, Asia-Pacific is in an early stage of development while the Middle East and Africa is very much focused on fixed-line replacement and security applications.

Berg Insight believes that shipments of cellular M2M devices will grow steadily at a high rate over the coming five years. But as volumes increase, unit prices are set to decline in the same way as all other electronics components. Maintaining profitable growth amidst stern competition and avoiding commoditisation will be the foremost challenges for cellular M2M device vendors in the coming years. With increasing shipments, Berg Insight believes that cellular M2M devices will account for a significant share of new mobile network connections on mature markets in the coming years. Some operators will see M2M become their top category of mobile subscriptions, while others may decide to stay out of the market completely. Exactly what role operators should play in the value chain remains to be seen as their strategies are still evolving.

What is the addressable market for wireless M2M technology in key vertical segments?

What are the main differences and similarities in adoption in Europe, the Americas and Asia?

Which mobile operators have the highest share of M2M connections in their networks?

Who are the leading specialised providers of cellular M2M connectivity services?

How are merger and acquisition activities affecting the M2M device industry?

Which are the main trends in the adoption of telematics around the world?

What is the relevance of cellular technologies for smart metering applications?

Which wireless M2M applications are being deployed by top international corporations?

How is fixed to mobile substitution affecting the POS-terminal and security alarm segments?

This report answers the following questions:

Cellular M2M network connections (World 2007–2012)

M2M Research Series

1 Introduction to wireless M2M 1.1 Introduction 1.2 Devices 1.2.1 Chipsets, modules and terminals 1.2.2 Device design and machine integration 1.2.3 Value chain 1.3 Networks 1.3.1 GSM/HSPA networks 1.3.2 CDMA networks 1.3.3 Other wireless networks 1.3.4 ISM frequency bands 1.4 Applications 1.4.1 Car telematics 1.4.2 Fleet management 1.4.3 Smart metering 1.4.4 POS-terminals 1.4.5 Security alarms 1.4.6 Remote management of assets and products

2 Market forecasts and trends 2.1 Addressable market 2.1.1 Energy meters 2.1.2 Motor vehicles 2.1.3 Communication devices 2.2 Vertical market trends 2.2.1 Car telematics: OEMs prepare for

massive rollouts 2.2.2 Fleet management: Vehicles get connected

to advanced IT systems 2.2.3 Smart metering: A key component in future

energy systems 2.2.4 POS-terminals and security alarms:

Fixed-to-mobile substitution trend 2.2.5 Remote product and asset management:

Early adopters start deployments 2.3 Regional market trends 2.3.1 Europe: Metering and automotive

applications drive volume growth 2.3.2 North America and Latin America: OEM

automotive dominate market 2.3.3 Asia-Pacific: Early development phase 2.3.4 Middle East and Africa: Focus on

security applications 2.4 Device market analysis 2.4.1 Cellular M2M device shipments 2.4.2 Market trends 2.4.3 Value chain analysis 2.5 Network service market analysis 2.5.1 Cellular M2M network connections 2.5.2 Market trends 2.5.3 Value chain analysis

3 Wireless M2M devices 3.1 Technology development trends 3.1.1 Cellular chipset trends 3.1.2 M2M module functionality 3.1.3 Module device management services 3.1.4 Peripheral components 3.2 Wireless M2M module vendors 3.2.1 Siemens Wireless Modules 3.2.2 Wavecom 3.2.3 Telit 3.2.4 SIM Technology 3.2.5 Sagem Communications 3.2.6 Motorola 3.2.7 Enfora 3.2.8 Kyocera Wireless 3.2.9 Sierra Wireless 3.2.10 Other vendors

3.3 Examples of companies integrating wireless M2M modules

3.3.1 Car telematics: Continental Automotive Systems

3.3.2 Fleet management: Mobile Devices 3.3.3 POS-terminals: Ingenico 3.3.4 Remote product management: ABB Robotics 3.3.5 Security alarms: Telular 3.3.6 Smart metering: Landis+Gyr

4 Europe 4.1 EU: The European eCall initiative 4.1.1 A pending political process 4.1.2 Standardisation work 4.1.3 Private eCall service in Europe:

PSA Appel d’urgence 4.2 Benelux: Commercial vehicle

fleet management 4.2.1 Transics: Online connectivity for trucks 4.2.2 TomTom WORK: Connected navigation

for professionals 4.3 Germany: Automotive and

transport telematics 4.3.1 Telematics for premium cars: BMW

and Porsche 4.3.2 OEM truck telematics: Daimler Services

FleetBoard 4.3.3 Toll Collect: Germany’s road toll collection

system for heavy trucks 4.4 Italy: Motor insurance providers embrace

telematics 4.5 Scandinavia: Smart metering for all

electricity customers 4.6 United Kingdom: Vehicle tracking 4.7 European mobile operator M2M strategies 4.7.1 France Telecom: Implementing a global M2M

group strategy 4.7.2 Telenor Sweden: M2M connections exceed

prepaid subscriptions 4.7.3 Wyless: Global M2M managed service provider

5 North America and Latin America 5.1 North America: Car telematics goes

mainstream 5.1.1 General Motors leads the way with OnStar 5.1.2 ATX Group and Hughes Telematics target

premium brands 5.1.3 Passtime and CalAmp deliver telematics to the

vehicle finance industry 5.2 United States: Blue chip adopters of M2M

technology 5.2.1 General Electric: Asset tracking and security

solutions 5.2.2 Tyco International: ADT Security Services 5.2.3 Caterpillar: OEM equipment monitoring

solution via satellite 5.2.4 Pacific Gas & Electric: AMI for California 5.3 United States and Canada:

Fleet management 5.3.1 Qualcomm Enterprise Services maintains

market leadership 5.3.2 Trimble new top MRM player with the

acquisition of @Road 5.3.3 Teletrac continues on growth track

5.3.4 XATA begins consolidation of the US fleet management industry

5.3.5 Garmin invites fleet management providers to partnership network

5.4 Brazil: Security telematics 5.4.1 AVL device required in new cars from

July 2009 5.4.2 Best performing market for Volvo Truck’s OEM

telematics solutions 5.5 M2M operators in the Americas 5.5.1 Aeris: M2M communication service provider in

North America 5.5.2 Jasper Wireless: Building a global

M2M network 5.5.3 KORE Telematics: Multi-network MVNO 5.5.4 Numerex: Aspiring to become a partner of

choice for M2M 5.5.5 Velocita Wireless: The US Mobitex carrier

6 Asia-Pacific 6.1 Asia-Pacific: Passenger car telematics

trends 6.1.1 Japan: OEM telematics services available from

all major brands 6.1.2 China: SAIC and GM launch OnStar

joint-venture 6.1.3 Australia: Intelimatics delivers telematics to the

domestic car industry 6.2 Japan and India: OEM truck telematics 6.2.1 Isuzu introduces digital tachograph support

with Mimamori-kun Online 6.2.2 Ashok Leyland ALERT telematics service for

truck and bus fleets 6.3 South Korea: Remote meter reading for C&I

customers 6.4 China and Singapore: HAZMAT transport

tracking 6.4.1 Singapore’s Hazmat Transport Vehicle

Tracking System 6.4.2 China starts deploying Beidou satellite tracking

of dangerous goods 6.5 Operator M2M strategies in Japan 6.5.1 NTT DoCoMo: Moving to 3G with

FOMA Ubiquitous 6.5.2 KDDI: Partnerships with Toyota and Isuzu

7 Middle East and Africa 7.1 Israel: Vehicle tracking 7.2 South Africa: Leading adopter of telematics

technology 7.2.1 Altech Netstar leads domestic SVR market and

grows in fleet management 7.2.2 Digicore accelerates growth with

international expansion 7.2.3 Merger establishes TeliMatrix as new global

telematics player 7.3 Global satellite network operators 7.3.1 Orbcomm: Global satellite M2M operator 7.3.2 Satamatics: Global solution provider for

Inmarsat’s IsatM2M network

Glossary

Table of Contents

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Related products

The Global Wireless M2M market is the foremost source of information about all major vertical wireless M2M markets worldwide. Whether you are a module vendor, telematics vendor, utility, vehicle manufacturer, telecom operator, investor, consultant, or government agency, you will gain valuable insights from our in-depth research.

Car Telematics and Wireless M2M

The European Wireless M2M Market

The North American Wireless M2M market

Fleet Management and Wireless M2M

Who should buy this report?

Berg Insight AB, Viktoriagatan 3, SE-411 25 Gothenburg, Sweden • Phone +46 31 711 30 91 • Fax +46 31 711 30 96 • www.berginsight.com • [email protected]

M2M Research SeriesAbout the Author

Tobias Ryberg is founding partner of Berg Insight and principal analyst. He is an experienced analyst and author of numerous articles and reports about telecom and IT for leading Swedish and international publishers. All major vertical market segments for Wireless M2M have been his major research area for the past 5 years.

Berg Insight offers premier business intelligence to the telecom industry. We produce concise reports providing key facts and strategic insights about pivotal developments in our focus areas. From time to time we also perform custom research assignments. Our vision is to be the most valuable source of intelligence for our customers.




The European Wireless M2M Market

The European Wireless M2M Market is a comprehensive report analysing the market for mobile network machine to machine communication in Europe.


Thisreportwillallowyouto:

Understand the true potential of the European wireless M2M market.

Anticipate future trends and technology developments.

Evaluate the business opportunities in the main vertical market segments.

Identify potential customers, partners and competitors on the main European markets.

Comprehend the differences and commonalities between Europe and other regions.

Profit from valuable insights about the most successful business propositions on the market.

Berg Insight’s M2M Research SeriesWhat are the key business opportunities in the emerging European wireless M2M market? Berg Insight’s M2M Research Series is a unique series of market reports published on a quarterly basis. Each title offers detailed analysis of a specific vertical application area such as intelligent metering, fleet management or vehicle telematics. Once per year we also publish a summary of our research with detailed forecasts for the European wireless M2M market.

www.berginsight.com

M2M Research Series

Strong growth ahead for wireless M2M in EuropeThere are billions of devices in Europe that could potentially be networked using fixed or wireless technologies. Generally, the cost of connecting a device to a GSM/GPRS network must be justified by the perceived value of the information it com-municates. The most obvious cases are remote monitoring of mission critical equipment or tracking of valuable assets. This type of applications however tends to be deployed in relatively small volumes. Mass market opportunities only exist in seg-ments where valuable information can be generated by a large population of devices. Examples of this are found in the utility, transportation, security and retail industries. Europe has 345 million energy meters, 254 million motor vehicles, 8 million se-curity alarm systems and 6 million POS-terminals. Altogether these segments represent a potential market of over 600 mil-lion wireless M2M connections.

The European wireless M2M market is in a solid growth phase with strong demand across a wide range of industries. Berg Insight estimates that deployments of wireless M2M units, de-fined as deployed and activated devices, reached 4.1 million units in 2006. Growing at a compound average annual growth rate of 42.9 percent, the market size is expected to reach 24.4 million units by 2011. In the medium term, the annual growth rate will however be more moderate. Not until after 2010 will the anticipated mass-market adoption of telematics by auto-motive OEMs push growth rates above 30 percent. Other key vertical markets are forecasted to see a more linear growth. Security alarms and POS-terminals are expected to reach their natural saturation point in a relatively near future, whereas the full growth potential for energy meters will remain far from real-ized even at the end of the period.

Mobile operators are positioning themselves differently in the M2M value chain. Most of them are actively or passively limiting

their role to provide network connectivity services. Some such as Orange, Telefónica O2, Telenor and TeliaSonera are partici-pating directly in the market, whereas others like Vodafone have adopted an indirect approach with partner resellers. Telenor Sweden is arguably the most advanced mobile operator in this area and expects the number of wireless M2M connections to exceed regular handsets by 2008. The greater part of the con-nections derive from the regulation driven deployment of remote meter reading in Sweden that will result in 1 million electricity meters being connected to Telenor’s GPRS network.

Several MVNOs and MVNEs have also established themselves as providers of wireless M2M connectivity services and solutions on the European market. Modes of operation range from resel-ling the network capacity of mobile operators to providing partial or complete network infrastructure via a hired air-interface. Value added resellers like Mobius Networks and Wireless Logic work closely with one or a few mobile operators, while international carriers like Jasper Wireless and Wyless seek to offer global cov-erage on a single communications platform. Rather than com-peting with traditional network operators, the wireless M2M com-munication providers are becoming a major distribution channel for mobile data services in large parts of Europe.

How large is the actual addressable market for wireless M2M in Europe?

What are the main trends and fastest growing applications in the automotive, utility, security and retail industries?

When and in what form will eCall-type services become a standard feature on the European automobile market?

What are the key drivers behind the growing demand for fleet management and vehicle tracking solutions?

Which are the leading providers of OEM and aftermarket telematics solutions?

How is GPRS facing up to competing technologies for remote meter reading?

What is driving the adoption of wireless POS-terminals and security alarms?

How are the mobile operators addressing the bourgeoning M2M market?

Which are the main alternative wireless M2M communication providers in Europe?


Mobile network wireless M2M connections in Europe (2006–2011)

M2M Research Series

1 Introduction to wireless M2M and the European market 1.1 Introduction 1.1.1 From telemetry to M2M 1.1.2 Industry value network 1.2 Key vertical market segments 1.2.1 Electricity and gas meters 1.2.2 Motor vehicles 1.2.3 Other segments 1.3 European mobile network infrastructure 1.4 Mobile network M2M data modules and terminals 1.4.1 Mobile network M2M communication devices 1.4.2 Mobile network M2M module vendors

2 Network operators and MVNOs 2.1 Deutsche Telekom

2.1.1 T-Mobile 2.1.2 Toll Collect 2.2 France Telecom 2.2.1 France Telecom Group M2M strategy 2.2.2 Orange Group 2.2.3 Mobistar 2.3 Telefónica O2 2.3.1 Telefónica O2 Czech Republic 2.3.2 O2 Germany 2.3.3 O2 Ireland 2.3.4 O2 UK 2.4 Telenor 2.4.1 Telenor Mobile 2.4.2 Telenor Cinclus 2.5 TeliaSonera 2.6 Vodafone Group 2.6.1 Vodafone Netherlands 2.6.2 Vodafone UK 2.6.3 SFR 2.7 Wireless M2M communication providers 2.7.1 Aspider Solutions 2.7.2 BT Redcare 2.7.3 Eutelsat 2.7.4 Jasper Wireless 2.7.5 Kuantic 2.7.6 Metrilog 2.7.7 Mobius Networks 2.7.8 Netsize 2.7.9 RAM Mobile Data 2.7.10 Stream Communications 2.7.11 Wireless Logic 2.7.12 Wireless Maingate 2.7.13 Wyless

3 Market forecasts and trends 3.1 European wireless M2M market summary 3.2 Private vehicles 3.3 Commercial vehicles 3.4 Electricity and gas meters

3.5 Security alarms 3.6 POS-terminals

4 Private vehicles 4.1 The European private vehicle market 4.2 Car telematics solutions 4.2.1 Car telematics applications 4.2.2 Car telematics infrastructure 4.2.3 Car telematics value chain 4.2.4 The European eCall initiative 4.3 Key player profiles 4.3.1 ATX Group 4.3.2 Cobra Automotive Technologies 4.3.3 IMA 4.3.4 LoJack 4.3.5 TRACKER 4.3.6 Traqueur 4.3.7 Magneti Marelli 4.3.8 MetaSystem 4.3.9 Trafficmaster 4.3.10 Viasat 4.3.11 Wireless Car 4.4 OEM and aftermarket telematics offerings 4.4.1 PSA Peugeot Citroën 4.4.2 BMW 4.4.3 Jaguar and Land Rover 4.4.4 Octo Telematics 4.4.5 Norwich Union

5 Commercial vehicles 5.1 The European commercial vehicle market 5.2 Fleet management solutions 5.2.1 Fleet management applications 5.2.2 Fleet management infrastructure 5.2.3 Fleet management value chain and stakeholders 5.3 Key player profiles 5.3.1 CI Omnibridge and Siemens VDO 5.3.2 Cybit 5.3.3 Garmin and GPS-Buddy 5.3.4 Masternaut 5.3.5 Minorplanet 5.3.6 Navman Wireless 5.3.7 Punch Telematix 5.3.8 Qualcomm WBS 5.3.9 TomTom WORK 5.3.10 Transics 5.4 OEM commercial vehicle telematics solutions 5.4.1 DaimlerChrysler FleetBoard 5.4.2 Volvo Dynafleet 5.4.3 Scania Fleet Management

6 Electricity and gas meters 6.1 The European utility industry 6.1.1 Electricity market 6.1.2 Gas market 6.1.3 Industry players

6.2 AMM solutions 6.2.1 AMM applications 6.2.2 Advanced metering infrastructure 6.2.3 AMM value chain and stakeholders 6.3 Key player profiles 6.3.1 Bayard Group 6.3.2 Itron 6.3.3 Iskraemeco 6.3.4 Elster 6.3.5 Echelon 6.3.6 EDMI 6.3.7 Enel/IBM AMM Alliance 6.3.8 Kamstrup 6.3.9 ADD Grup 6.3.10 Metrima 6.4 AMM deployments in Europe 6.4.1 ACEA 6.4.2 EssentNuon 6.4.3 Fortum

7 Security alarms 7.1 The European security alarm market 7.2 Mobile network alarm monitoring solutions 7.3 Key player profiles 7.3.1 Securitas Direct 7.3.2 ADT Europe 7.3.3 UTC Fire & Security 7.3.4 G4S 7.3.5 Alert Services 7.3.6 Prosegur 7.4 GPRS alarm communication in Scandinavia 7.4.1 Aroundio and Securitas Direct Professional 7.4.2 Multicom Security 7.4.3 Safetel

8 POS-terminals 8.1 The European POS-terminal market 8.2 POS-terminal payment transactions 8.3 Key player profiles 8.3.1 VeriFone 8.3.2 Ingenico 8.3.3 Hypercom 8.3.4 Thales 8.3.5 Sagem 8.3.6 Intellect 8.3.7 Cybernet 8.3.8 Gemalto 8.3.9 Banksys 8.3.10 DA Sistemi 8.4 Mobile network POS-terminal communication solutions

Glossary

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The European Wireless M2M Market is the foremost source of information about all the major vertical markets for wireless M2M in Europe. Whether you are a telecom vendor, mobile operator, vehicle manufacturer, security company, utility, investor, consultant or government agency, you will gain valuable insights from our in-depth research.



The North American Wireless M2M Market

Mobile Personal Navigation Services



M2M Research Series

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Tobias Ryberg is founding partner of Berg Insight and principal analyst responsible for the M2M research series. He is an experienced analyst and author of numerous articles and reports about telecom and IT for leading Swedish and international publishers. The European wire-less M2M market has been his major research area for the past 4 years.


About the Author




The North American Wireless M2M Market

The North American Wireless M2M Market is a compre-hensive report analysing the market for cellular machine to machine communication in the US and Canada.


Thisreportwillallowyouto:

Understand the true potential of the North American cellular wireless M2M market.

Anticipate future trends and technology developments.

Evaluate the business opportunities in the main vertical market segments.

Identify potential customers, partners and competitors in the US and Canada.

Comprehend the differences and commonalities between North America and other regions.

Profit from valuable insights about the most successful business propositions on the market.

Berg Insight’s M2M Research SeriesWhat are the key business opportunities in the emerging wireless M2M market? Berg Insight’s M2M Research Series is a unique series of market reports published on a quarterly basis. Each title offers detailed analysis of a specific vertical appli-cation area such as intelligent metering, fleet management or vehicle telematics. Once per year we also publish a summary of our research with detailed forecasts for the European and North American wireless M2M market.

www.berginsight.com

M2M Research Series

Connected cars and meters in sight on the North American wireless M2M market

The North American wireless M2M market is in a transitional stage where analogue wireless technologies disappear at the same time as the growth for digital wireless M2M is accelerating. Berg Insight estimates that shipments of cellular and satellite wireless M2M devices in North America reached a record level of 5.3 million units in 2006. Growing at a compound average annual growth rate of 27.3 percent, the market size is expected to reach 22.6 million units by 2011. Private vehicles will remain the overwhelmingly largest segment, underpinned by mass-market OEM telematics offerings from GM and other auto manufacturers. Steady growth is also expected in the commercial vehicles and energy meters segments. Shipments of energy meters with cellular capabilities are expected to accelerate at the end of the period due to large scale deployments of AMI. Demand in the security alarms and POS-terminal segments is expected to peak in 2007 due to replacement of analogue technologies.

Two vertical market segments stand out as those with the over-whelmingly largest potential for wireless M2M – utility meters and motor vehicles. North America has about 256 million motor vehicles and 217 million electricity and gas meters. Motor vehicles require wireless communication links, whereas fixed line and non-cellular wireless are potent alternatives for utility meters. Other segments with more limited potential include security alarms and POS-terminals. There are about 32 million monitored alarm systems in North America and the population of POS-terminals is estimated to 15 million. Both types of devices are today pre-dominantly connected to fixed line networks. In the case of security alarms, cellular networks can serve a vital role as backup communication links. POS-terminals become more versatile with

cellular connectivity and in some cases dedicated fixed lines can be replaced by cellular connections also at fixed locations.

Apart from standardized high volume devices, whether it be utility meters and car telematics units or security alarms and POS-terminals, there is also a sizable market for general purpose cellular M2M modems and terminals. Those are frequently sold through the distribution channel to system integrators who develop tailored wireless M2M solutions on behalf of enterprise clients. This market segment is still relatively important, but is increasingly being diminished by the high volumes achieved for standardized solutions.

Several categories of network operators and other service providers offer wireless M2M communication services on the North American market. The nationwide cellular network operators mainly service the M2M market through indirect sales channels and major customer accounts. In their place, a number of cellular M2M communication service providers have emerged. These include Aeris, Jasper Wireless, KORE Telematics and Numerex. Furthermore there are several non-cellular communication pro-viders like SkyTel and Orbcomm offering solutions based on technologies such as paging and satellite networks.

How large is the actual addressable market for wireless M2M in North America?

Which are the fastest growing segments for cellular M2M technology in the US and Canada?

When will cellular GPS safety and security equipment become a standard feature on the US automobile market?

What are the main wireless alternatives to cellular technologies in North America?

Are CDMA and GPRS viable communication bearers for AMI?

What are the impacts of the FCC Sunset Clause for wireless M2M?

How is cellular GPS tracking changing the fleet and logistics industries?

What is driving the adoption of wireless POS- terminals and security alarms?

Who are the leading wireless M2M communication providers in the US and Canada?


Cellular wireless M2M connections in North America (2006 - 2011)

M2M Research Series

Table of Contents

1 Introduction to wireless M2M and the North American market 1.1 Introduction 1.1.1 From telemetry to M2M 1.1.2 Industry value network 1.2 Key vertical market segments 1.2.1 Motor vehicles 1.2.2 Electricity and gas meters 1.2.3 Other segments 1.3 Wireless M2M communication technologies 1.3.1 Cellular networks 1.3.2 Mobile Satellite Service (MSS) 1.3.3 Unlicensed frequencies 1.4 Cellular M2M data modules and terminals 1.4.1 Cellular M2M communication devices 1.4.2 Cellular M2M device vendors

2 Network operators and MVNOs 2.1 Cellular network operators 2.1.1 AT&T 2.1.2 Verizon Wireless 2.1.3 Sprint Nextel 2.1.4 T-Mobile USA 2.1.5 Second tier US cellular network operators 2.1.6 Canadian cellular network operators 2.2 Cellular M2M communication providers 2.2.1 Aeris 2.2.2 CrossBridge Solutions 2.2.3 Jasper Wireless 2.2.4 KORE Telematics 2.2.5 Numerex 2.2.6 Wyless 2.3 Non-cellular M2M communication providers 2.3.1 Inmarsat 2.3.2 Orbcomm 2.3.3 SkyTel

3 Market forecasts and trends 3.1 North American wireless M2M market summary 3.2 Private vehicles 3.3 Commercial vehicles 3.4 Electricity and gas meters 3.5 Security alarms 3.6 POS-terminals

4 Private vehicles 4.1 The North American private vehicle market 4.2 Car telematics solutions 4.2.1 Car telematics applications 4.2.2 Car telematics infrastructure

4.2.3 Car telematics value chain and stakeholders 4.3 Key player profiles 4.3.1 ATX Group 4.3.2 Cross Country 4.3.3 Hughes Telematics 4.3.4 Inilex 4.3.5 LoJack 4.3.6 OnStar 4.3.7 PassTime 4.3.8 WebTech Wireless 4.3.9 WorldScout 4.4 Automobile manufacturer telematics strategies 4.4.1 GM 4.4.2 Ford 4.4.3 Toyota 4.4.4 Daimler Chrysler 4.4.5 BMW

5 Commercial vehicles 5.1 The North American commercial vehicle market 5.2 Fleet management solutions 5.2.1 Fleet management applications 5.2.2 Fleet management infrastructure 5.2.3 Fleet management value chain and stakeholders 5.3 Key player profiles 5.3.1 @Road 5.3.2 AirIQ 5.3.3 Ayantra 5.3.4 Discrete Wireless 5.3.5 Fleetilla 5.3.6 General Electric 5.3.7 Grey Island 5.3.8 Networkcar 5.3.9 PeopleNet 5.3.10 Qualcomm WBS 5.3.11 SkyBitz 5.3.12 Teletrac 5.3.13 TomTom WORK 5.3.14 Tripmaster 5.3.15 Wireless Matrix 5.4 OEM commercial vehicle telematics solutions 5.4.1 Ford 5.4.2 Navistar International 5.4.3 Volvo Trucks

6 Electricity and gas meters 6.1 The North American utility industry 6.1.1 US electricity and gas market 6.1.2 Canada electricity and gas markets 6.1.3 North American utility industry players 6.2 AMI solutions 6.2.1 AMI applications 6.2.2 Advanced metering infrastructure

6.2.3 AMI value chain and stakeholders 6.3 Key player profiles 6.3.1 Bayard Group 6.3.2 Elster 6.3.3 Itron 6.3.4 Sensus Metering Systems 6.3.5 DSCI 6.3.6 Comverge 6.3.7 CURRENT Communications 6.3.8 Echelon 6.3.9 eMeter 6.3.10 Olameter 6.3.11 SmartSynch 6.3.12 Tantalus 6.3.13 Trilliant Networks 6.4 AMI deployments in the US and Canada 6.4.1 Pacific Gas & Electric 6.4.2 PECO 6.4.3 PPL Electric 6.4.4 TXU 6.4.5 Hydro One

7 Security alarms 7.1 The North American security alarm market 7.2 Cellular alarm monitoring solutions 7.3 Key player profiles 7.3.1 ADT 7.3.2 Brinks 7.3.3 Protection One 7.3.4 Monitronics 7.3.5 HSM 7.3.6 Alarm.com 7.3.7 AES IntelliNet 7.3.8 Honeywell Security & Custom Electronics 7.3.9 Telular 7.4 Impacts of the FCC Sunset Clause

8 POS-terminals 8.1 The North American POS-terminal market 8.2 POS-terminal payment transactions 8.3 Key player profiles 8.3.1 VeriFone 8.3.2 Ingenico 8.3.3 Hypercom 8.3.4 Thales 8.3.5 ExaDigm 8.3.6 Linkpoint 8.4 Secure cellular POS-terminal transactions infrastructure 8.4.1 Apriva SecurePOS 8.4.2 Transition from analogue to digital networks

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Tobias Ryberg is founding partner of Berg Insight and principal analyst responsible for the M2M research series. He is an experienced analyst and author of numerous articles and reports about telecom and IT for leading Swedish and international publishers.


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