The European Wireless M2M Market

SUMMARY

The European Wireless M2M Market is the third consecutive report analysing the market for mobile network machine-tomachine communication in Europe.

This strategic research report from Berg Insight provides you with 150 pages of unique business intelligence including 5-year industry forecasts and expert commentary on which to base your business decisions.

Highlights from the third edition:

• Wireless M2M market data per country and estimated market shares for network operators.
• Summary of important regional and vertical market trends.
• Revised market forecasts lasting until 2013.
• In-depth profiles of 11 mobile operators and 13 wireless M2M communication aggregators.
• Case studies of major deployments of GPRS in smart metering projects.

This report answers the following questions:

• Which are the largest and most successful wireless M2M applications in Europe?
• What are the differences and similarities in how M2M is adopted in different European countries?
• Who are the leading providers of GPRS-based vehicle tracking, fleet management and smart metering solutions?
• How is fixed to mobile substitution affecting the POSterminal and security alarm segments?
• How are the mobile operators positioning themselves on the M2M market?
• Which mobile operators have the highest share of M2M connections in their networks?
• Which are the main alternative wireless M2M communication providers in Europe?
• What impact will initiatives such as Telenor Connexion and M2M Alliance have on the market?
• How will the wireless M2M market be affected by the economic downturn?

TABLE OF CONTENTS

Table of Contents

List of Figures

Executive summary

1. Introduction to wireless M2M and the European market

• 1.1 Introduction
• 1.2 Devices
  • 1.2.1 Chipsets, modules and terminals
  • 1.2.2 Device design and machine integration
  • 1.2.3 M2M device value chain
  • 1.2.4 Wireless M2M module vendors
• 1.3 Networks
  • 1.3.1 GSM/HSPA networks and other wireless infrastructure
  • 1.3.2 Mobile network capabilities
  • 1.3.3 Adapting mobile networks for M2M communication
  • 1.3.4 Ecosystem
  • 1.3.5 Business models
• 1.4 Applications

2. Mobile operators and M2M communication providers

• 2.1 Vodafone Group
• 2.2 Deutsche Telekom
  • 2.2.1 T-Mobile
  • 2.2.2 Toll Collect
• 2.3 France Telecom
  • 2.3.1 FT Group and Orange M2M strategy
  • 2.3.2 M2M connectivity reseller partnerships in France and the UK
  • 2.3.3 Mobistar
• 2.4 Telefonica Group
  • 2.4.1 Strategy and organisation for M2M
  • 2.4.2 Market position
• 2.5 Telenor
  • 2.5.1 Telenor Connexion: A new international M2M operator
  • 2.5.2 Telenor Cinclus: End-to-end provider of smart metering
• 2.6 Belgacom
• 2.7 KPN
• 2.8 SFR
• 2.9 TDC
• 2.10 Telekom Austria
• 2.11 TeliaSonera
• 2.12 Wireless M2M communication aggregators
  • 2.12.1 Aspider Solutions
  • 2.12.2 Eutelsat
  • 2.12.3 Kuantic
  • 2.12.4 Jasper Wireless
  • 2.12.5 Maingate
  • 2.12.6 Mdex
  • 2.12.7 Mobius Networks
  • 2.12.8 Netsize
  • 2.12.9 RAM Mobile Data
  • 2.12.10 Stream Communications
  • 2.12.11 Vianet
  • 2.12.12 Wireless Logic
  • 2.12.13 Wyless

3. Market forecasts and trends

• 3.1 Summary of the European wireless M2M market
• 3.2 Mobile operator market shares
• 3.3 Vertical market trends
  • 3.3.1 Car telematics: Anticipated slowdown before eCall comes to the rescue
  • 3.3.2 Fleet management: Mixed impact from economic downturn
  • 3.3.3 Smart metering: Regulation driven rollouts to go ahead as planned
  • 3.3.4 Other applications: Poor investment climate to hamper growth
• 3.4 Regional market trends
  • 3.4.1 Benelux and France
  • 3.4.2 Central Eastern Europe
  • 3.4.3 Germany, Switzerland and Austria
  • 3.4.4 Italy, Spain and Portugal
  • 3.4.5 Northern Europe
  • 3.4.6 UK and Ireland
• 3.5 Industry trends and recommendations
  • 3.5.1 Building a sustainable mobile data business
  • 3.5.2 Business models and pricing
  • 3.5.3 Industry transformation trends

4.Private vehicles

• 4.1 The European private vehicle market
• 4.2 Passenger car telematics
  • 4.2.1 eCall and driver assistance
  • 4.2.2 Stolen vehicle recovery
  • 4.2.3 Motor insurance telematics
  • 4.2.4 Leasing and rental fleet management
  • 4.2.5 Vehicle diagnostics
• 4.3 Aftermarket vehicle tracking solutions
  • 4.3.1 Octo Telematics: The European leader in motor insurance telematics
  • 4.3.2 Cobra Automotive Technologies: Pan-European SVR provider
  • 4.3.3 LoJack distributors: TRACKER, Traqueur and Detector
• 4.4 OEM car telematics solutions
  • 4.4.1 BMW ConnectedDrive
  • 4.4.2 PSA RT3/RT4/Navidrive
  • 4.4.3 Volvo On Call
• 4.5 The European eCall initiative
  • 4.5.1 A pending political process
  • 4.5.2 Standardisation work

5.Commercial vehicles

• 5.1 The European commercial vehicle market
• 5.2 Fleet management solutions
  • 5.2.1 Vehicle management
  • 5.2.2 Driver management
  • 5.2.3 Transport management
  • 5.2.4 Mobile workforce management
  • 5.2.5 Electronic toll collection
• 5.3 Key market players
  • 5.3.1 Cybit: Growing through acquisitions
  • 5.3.2 Digicore: A global vehicle tracking solution provider
  • 5.3.3 Garmin: Taking an indirect approach to the fleet management market
  • 5.3.4 Masternaut: The European fleet telematics leader
  • 5.3.5 Minorplanet: Renewed international focus after financial turnaround
  • 5.3.6 MiX Telematics: New global brand for telematics services
  • 5.3.7 Navman Wireless: Fast growing international fleet management provider
  • 5.3.8 Qualcomm Enterprise Services: Global provider of integrated M2M solutions
  • 5.3.9 TomTom WORK: Achieved 50,000 subscribers milestone in Q2-2008
  • 5.3.10 Transics: Pan-European heavy truck and transport telematics provider
• 5.4 OEM fleet telematics propositions
  • 5.4.1 Daimler FleetBoard
  • 5.4.2 Volvo Dynafleet
  • 5.4.3 OEM branded van fleet telematics propositions in the UK

6. Electricity and gas meters

• 6.1 The European energy distribution market
  • 6.1.1 Electricity networks
  • 6.1.2 Gas networks
• 6.2 Smart metering
  • 6.2.1 AMM applications
  • 6.2.2 Advanced metering infrastructure
  • 6.2.3 Regulatory environment
• 6.3 Smart metering industry players
  • 6.3.1 Metering industry players
  • 6.3.2 Energy companies
  • 6.3.3 IT and telecom companies
• 6.4 GPRS communication and smart metering
  • 6.4.1 Fortum Sweden rolls out 600,000 GPRS meters with Telenor Cinclus
  • 6.4.2 TRE-FOR deploys GPRS smart metering with TDC in Denmark
  • 6.4.3 GPRS backhaul for nationwide PLC smart meter systems in Italy and France

7. Other market segments

• 7.1 POS-terminals
  • 7.1.1 Key industry players
  • 7.1.2 Fixed-to-mobile substitution trend for POS-terminals
  • 7.1.3 Mobile network POS-terminal communication solutions
• 7.2 Security alarms
  • 7.2.1 Key industry players
  • 7.2.2 Wireless alarm signalling
  • 7.2.3 Mobile network alarm communication solutions
• 7.3 Miscellaneous assets and machinery
  • 7.3.1 Konecranes Fleet Management System
  • 7.3.2 QES GlobalTRACS construction equipment monitoring
  • 7.3.3 Sensile Technologies tank monitoring

Glossary

List of Figures

• Figure 1.1: Core elements of wireless M2M solutions
• Figure 1.2: Cost versus time diagram for wireless technology integration
• Figure 1.3: Examples of wireless M2M modules
• Figure 1.4: Examples of wireless M2M terminals
• Figure 1.5: System architecture for an end-to-end M2M solution
• Figure 1.6: M2M device value chain overview
• Figure 1.7: Top suppliers of wireless M2M modules by unit shipments (World 2007)
• Figure 1.8: Top GSM/HSPA operators by proportionate subscriber base (EU27+2 2007)
• Figure 1.9: Example of point-to-multipoint wireless M2M communication solution
• Figure 1.10: Peak and average data rates in the evolution from 2G to 3G
• Figure 1.11: Functional roles for key players in the wireless M2M ecosystem
• Figure 1.12: Overview of business models for wireless M2M connectivity services
• Figure 1.13: M2M applications by industry sector
• Figure 2.1: Examples of Telefonica group M2M customers
• Figure 2.2: Telenor Sweden M2M SIM-cards (2003 - 2007)
• Figure 2.3: Telenor Sweden's M2M tariffs (September 2008)
• Figure 2.4: SFR's M2M tariffs (September 2008)
• Figure 3.1: Wireless M2M SIMs by segment (EU23+2 2007 - 2013)
• Figure 3.2: Average expected lifespan for common wireless M2M applications
• Figure 3.3: Estimated number of M2M SIMs by operator group (EU23+2 Q2-2008)
• Figure 3.4: Estimated number of M2M SIMs for some national operators (2007/2008)
• Figure 3.5: Top ten wireless M2M projects by number of SIMs (Europe, Q3-2008)
• Figure 3.5: M2M SIMs as share of total number of SIMs, by country (Q2-2008)
• Figure 3.6: Thousand wireless M2M SIMs by country and segment (EU23+2 Q2-2008)
• Figure 3.7: Examples of M2M tariffs for some mobile operators (September 2008)
• Figure 4.1: Vehicle registration data (EU23+2 2007)
• Figure 4.2: Passenger car manufacturer market shares (EU-15+2 2007)
• Figure 4.3: eCall application lifecycle
• Figure 4.4: SVR application lifecycle
• Figure 4.5: Motor insurance telematics application lifecycle
• Figure 4.6: Leasing and rental fleet management application lifecycle
• Figure 4.7: Vehicle diagnostics application lifecycle
• Figure 4.8: Top five aftermarket vehicle tracking solution vendors (Europe 2007)
• Figure 5.1: Commercial vehicles in use (EU23+2 2006)
• Figure 5.2: New registrations of commercial vehicles (EU23+2 2007)
• Figure 5.3: LCV manufacturer market shares (EU25+2 2007)
• Figure 5.4: Trucks (>3.5t) market shares, by group and brand (EU25+2 2006)
• Figure 5.5: Fleet management infrastructure overview
• Figure 5.6: Key players on the EU fleet management market, by installed base (Q2-2008)
• Figure 5.7: Masternaut's solution platform
• Figure 5.8: Transics on-board computers
• Figure 5.9: Volvo Dynafleet hardware
• Figure 6.1: Electricity market statistics (EU23+2 2007)
• Figure 6.2: Top 25 electricity DSOs (EU23+2 2007)
• Figure 6.3: Top 10 gas DSOs (EU23+2 2008)
• Figure 6.4: Advanced metering infrastructure
• Figure 6.5: Examples of smart electricity meters
• Figure 6.6: PLC point-to-multipoint communication infrastructure for AMM
• Figure 6.7: Final year for deployment of smart electricity meters by country
• Figure 6.8: Major AMM projects initiated in Europe since 2001
• Figure 7.1: POS-terminals and ATMs by region (EU, Q1-2007)
• Figure 7.2: Estimated data for top five POS-terminal suppliers (World 2008)
• Figure 7.3: Selected mobile operator tariffs for POS-terminals
• Figure 7.4: Monitored security alarms by region (EU, Q4-2007)
• Figure 7.5: Estimated data for top ten monitored security alarm providers (EU Q2-2008)