Smart Machines & Connected Objects

SUMMARY

This report addresses next major disruption for the Internet, coming from the potential connection of billions of machines and trillion of objects. It assesses the key technologies to accelerate such a development, the applications that are or will be the most relevant in a connected mode and the early positioning of the industry players on this promising market.

Key questions

• What are the key technological evolutions which will allow any object or machine to connect to the Internet?
• Which applications are already available through smart machines on the M2M market?
• Which emerging applications will benefit from the connection of things to the Internet?
• Who are the leading players (telcos, hardware providers) on this market and how are they positioning themselves?
• What are the perspectives and the potential impacts of the Internet of things?

TABLE OF CONTENTS

Introduction

1. Technology enablers

• 1.1. Chipsets and components
  • 1.1.1. Component scaling
  • 1.1.2. Trends for components
  • 1.1.3. Impact on smart connected machines
• 1.2. Batteries
  • 1.2.1. Principles
  • 1.2.2. Trends for batteries
  • 1.2.3. Impact on smart machines
• 1.3. Display
  • 1.3.1. Types of displays
  • 1.3.2. Roadmap
  • 1.3.3. Impacts for smart machines
• 1.4. Sensors technologies
  • 1.4.1. Types of sensors
  • 1.4.2. Roadmap
  • 1.4.3. Impacts for smart machines
• 1.5. Geo-location technologies
  • 1.5.1. Types of geo-location technologies
  • 1.5.2. Roadmap
  • 1.5.3. Impacts for smart machines
• 1.6. RFID
  • 1.6.1. RFID principles
  • 1.6.2. Development of RFID
  • 1.6.3. Impact for connected machines
• 1.7. Long range networks
  • 1.7.1. Satellite communications
  • 1.7.2. Cellular technologies
  • 1.7.3. Alternative WLAN
• 1.8. Personal Area Network Technologies
  • 1.8.1. Ongoing trends
  • 1.8.2. Impact on smart machines
• 1.9. Other technologies

2. Applications for smart machines and connected objects

• 2.1. Maturity by application
  • 2.1.1. Main types of solution
  • 2.1.2. Main customer benefits
  • 2.1.3. Industry adoption - a breakdown
• 2.2. Transportation
  • 2.2.1. Challenges
  • 2.2.2. Applications
• 2.3. Public infrastructures
  • 2.3.1. Challenges
  • 2.3.2. Opportunities
• 2.4. Outdoor advertising
  • 2.4.1. Challenges
  • 2.4.2. Opportunities
• 2.5. Healthcare
  • 2.5.1. Challenges
  • 2.5.2. Applications
• 2.6. Home automation
  • 2.6.1. Challenges
  • 2.6.2. Opportunities
• 2.7. Commerce
  • 2.7.1. Challenges
  • 2.7.2. Applications
• 2.8. Consumer electronics
  • 2.8.1. Challenges
  • 2.8.2. Opportunities
• 2.9. Electronic gadgets and toys
  • 2.9.1. Challenges
  • 2.9.2. Applications

3. Market and ecosystem

• 3.1. Market structure
• 3.2. Value Chain
• 3.3. Main players strategies
  • 3.3.1. Satellite
  • 3.3.2. Mobile operators
  • 3.3.3. Mobile Virtual Network Operators (MVNOs)
  • 3.3.4. Hardware equipment
• 3.4. Perspectives of the market
  • 3.4.1. Vertical approach of the markets
  • 3.4.2. Drivers and challenges
  • 3.4.3. Market perspectives
  • 3.4.4. Beyond M2M: the ‘Internet of things'

Tables

• Table 1: Overview of main component technology and manufacturing process trends
• Table 2: Overview of main batteries technology trends
• Table 3: Roadmap of display technologies
• Table 4: Prefered display technology by application
• Table 5: Roadmap for sensors technologies
• Table 6: Roadmap for positioning technologies
• Table 7: Properties of passive RFID tags
• Table 8: Comparison of the features of the leading cellular M2M solutions
• Table 9: Main other technologies that should impact the development of connected objects
• Table 9: Vertical examples of smart machines for monitoring markets
• Table 10: Vertical examples of smart machines for surveillance markets
• Table 11: Vertical examples of smart machines for fleet management markets
• Table 12: Vertical examples of smart machines for complement of information
• Table 13: Examples of regulation
• Table 14: Main current or potential services
• Table 15: Examples of anti-theft technologies
• Table 16: Examples of deployment of fleet management
• Table 17: Comparison
• Table 18: Insurance companies having already implemented this pricing model
• Table 19: Examples (already implemented)
• Table 20: Examples of breakdown prevention systems
• Table 21: Functionalities of OnStar
• Table 22: Potential applications for environmental monitoring
• Table 23: Potential applications for personalised road signs
• Table 24: Benefits and drawbacks
• Table 25: Comparison of JCDEcaux and Clear Channel groups in 2006
• Table 26: Overview of Orange Healthcare Solutions
• Table 27: Major remote monitoring projects
• Table 28: Examples of AMR deployment
• Table 29: Examples of additional services to AMR
• Table 30: Examples of alarm and warning services
• Table 31: Examples
• Table 32: Advantages and drawbackes of e-book
• Table 33: Examples of e-book readers with connectivity
• Table 34: Other examples
• Table 35: Acquisitions in the M2M space
• Table 36: Synthesis of main M2M satellite players
• Table 37: Comparison of key elements in traditional and M2M operator business models
• Table 38: Synthesis of main M2M MVNOs
• Table 39: Synthesis of main M2M hardware providers
• Table 40: Main drivers and challenges
• Table 41: Potential communicating device market in Western Europe in 2008 (million units)

Figures

• Figure 1: Architecture of an M2M solution
• Figure 2: Value-added of the Gateway and Middleware components
• Figure 3: Main functionalities of a smart connected machine
• Figure 4: Number of transistors according to the type of chip as projected from the SIA roadmap
• Figure 5: Moore's Law
• Figure 6: High density microprocessor clock rate as a function of technology node
• Figure 7: Transistor structure roadmap trends
• Figure 8: passive RFID architecture
• Figure 9: Overview of a Personal Area Network ecosystem
• Figure 10: Main technologies in use according to bandwidth and reach
• Figure 11: M2M development by vertical industry
• Figure 12: Electronics content per Car
• Figure 13: Illustration of the Traqueur recovery system
• Figure 14: illustration of TomTom PLUS Traffic
• Figure 15: Illustration of the embedded sensors in a GM car
• Figure 16: Conventional e-mail sample
• Figure 17: Outdoor advertising expenditure (in million USD)
• Figure 18: Illustration of e-paper outdoor advertising panel
• Figure 19: Medical Care Continuity Service
• Figure 20: LG HomNet Detailed Configuration
• Figure 21: Columba bracelet
• Figure 22: Wireless Skin Patch
• Figure 23: Description of the technical chain
• Figure 24: Examples of smart appliances
• Figure 25: NFC handset market forecast
• Figure 26: QR Code Prototype
• Figure 27: Tada Gets magazine with QRCodes
• Figure 28: H&M Semacodes campaign
• Figure 29: Kindle illustrations
• Figure 30: Illustration of the technical infrastructure
• Figure 31: Illustration of the 7-Day Weather Forecaster
• Figure 32: Nabaztag/tag Communicating Rabbit
• Figure 33: R100 Robot
• Figure 34: Spykee Robot
• Figure 35: Smart machines value chain
• Figure 36: Top of the Orbcomm Website homepage
• Figure 37: Jasper Wireless Network
• Figure 38: Change in the average price of a GSM/GPRS modem (in US$ )
• Figure 39: Market shares in 2006
• Figure 40: Netsize/Coronis collaboration architecture
• Figure 41: Telit proprietary protocol stack
• Figure 42: EPC Network principles