Embedded Mobile & M2M Strategies Healthcare, Telematics, Metering & Connected Buildings 2009-2014

• Publication date: January 2010

This strategic report focuses on the mobile machine to machine (M2M) market, providing extensive market intelligence and forecasts for five key sectors within the M2M marketplace: Smart Metering and Industrial M2M Applications, Telematics and In-vehicle Applications, M2M in the Healthcare Sector, Connected Home and Buildings, Other M2M Areas such as Retail and Banking. Key forecasts include: penetration rates of smart meters, number of con...

This strategic report focuses on the mobile machine to machine (M2M) market, providing extensive market intelligence and forecasts for five key sectors within the M2M marketplace: Smart Metering and Industrial M2M Applications, Telematics and In-vehicle Applications, M2M in the Healthcare Sector, Connected Home and Buildings, Other M2M Areas such as Retail and Banking.

Key forecasts include: penetration rates of smart meters, number of consumer vehicles with on-board M2M systems, service revenues from health monitoring, M2M connected buildings revenues and revenues from connected device in retail and banking.

As well as detailing market developments across key M2M industries, the report details operator and vendor initiatives in the M2M market place as well as the market status, drivers, inhibitors, trends and recommendations for the industry as a whole.

Key questions the report answers:
- How are operators addressing the cellular M2M market?
- Which areas of the M2M market will be responsible for the greatest number of connected devices?
- Which areas within the M2M market will hold the greatest revenue potential?
- Why is M2M reaching the top of the agenda for cellular operators now?
- What role will technologies such as NFC, Zigbee, WiFi and Bluetooth play in the M2M landscape?
- What different strategies can operators employ when addressing the M2M market?

Electronic Component And Semiconductor Industry

Glossary

Executive Summary

ES1 Introduction
ES1.1 M2M: A Market in its Own Right
ES2 Revenue Forecasts by M2M Category
Figure ES1: Number of M2M Mobile Connected Devices (m) Split by M2M Category 2008- 2014
Table ES1: Number of M2M Mobile Connected Devices (m) Split by M2M Category 2008- 2014
Figure ES2: Revenues from M2M Mobile Connected Devices ($m) Split by M2M Category 2008-2014
Table ES2: Revenues from M2M Mobile Connected Devices ($m) Split by M2M Category 2008-2014
ES3 Recommendations
ES3.1 M2M Specialists
ES3.2 Mobile Operators
ES3.3 Larger Chipset Vendors
ES3.4 Governments
ES4 M2M Drivers and Inhibitors
Table ES3: M2M: Drivers and Inhibitors by Industry
Figure ES3: The M2M Supply Chain

1. M2M Uses and Technologies

1.1 Introduction
1.2 M2M and Embedded Devices Defined
Table 1.1: How M2M Differs from the Standard Cellular Operator Market
1.3 The M2M Story to Date
1.3.1 RFID
Figure: 1.1: RFID’s Role in M2M
1.3.2 Telematics
Figure 1.2: Telematics Using Satellite Networks
1.3.3 Telemetry and Sensor Networks
Figure 1.3: Telemetry Using Satellite Networks
1.3.4 Smart Services and Remote Monitoring
1.3.5 NFC (Near Field Communications)
1.4 M2M Practical Applications
1.4.1 Oil and Gas
1.4.2 Manufacturing
1.4.3 Site and Building Management
1.4.4 Transportation
1.4.5 Supply Chain Management
1.4.6 Healthcare
1.4.7 Insurance
1.4.8 Fleet Management
1.4.9 Payroll and Employee Management
1.4.10 Vending
1.4.11 Smart Home Applications
1.4.12 Security Systems and Smoke Alarms
1.5 The M2M Value Chain
1.5.1 Device Manufacturers
1.5.2 Wireline and Mobile Infrastructure
Figure 1.4: Mobile M2M Technologies
1.5.3 Short Range Wireless Technologies
i. WiFi and Bluetooth
ii. Zigbee
1.5.4 M2M Backhaul
i. DSL
ii. WiMAX
1.6 The Use of Mobile Technologies in M2M
1.6.1 2G Technologies
1.6.2 3G Technologies
1.6.3 HSPA (High Speed Packet Access)
Figure 1.5: HSDPA Performance Improvements
1.6.4 LTE
1.6.5 Satellite M2M
i. Satellite Operators Offering M2M
ii. The M2M MVNO
1.7 Conclusion

2. The M2M Market Place

2.1 Current Status
2.1.1 Operators View of M2M
2.1.2 Market Fragmentation
Figure 2.1: The M2M Supply Chain
Figure 2.2: Number of M2M Mobile Connected Devices (m) Split by M2M Category 2008- 2014
Table 2.1: Number of M2M Mobile Connected Devices (m) Split by M2M Category 2008- 2014
Figure 2.3: Revenues from M2M Mobile Connected Devices ($m) Split by M2M Category 2008-2014
Table 2.2: Revenues from M2M Mobile Connected Devices ($m) Split by M2M Category 2008-2014
2.2 Trends
2.3 Recommendations
2.3.1 M2M Specialists
2.3.2 Mobile Operators
2.3.3 Larger Chipset Vendors
2.3.4 Governments
2.4 Requirements for Successful Widespread M2M Deployment
2.4.1 Wireless M2M: The Inherent Challenges
i. Managing Scale
ii. Avoiding Industry-specific Pitfalls
iii. Avoiding Network Issues
2.5 Drivers
2.6 Inhibitors
2.6.1 Regulatory Initiatives
i. The Intelligent Car Initiative and eCall
Figure 2.4: Car to Car Communication
2.7 Conclusion
Table 2.3: M2M Drivers and Inhibitors by Industry

3. Smart Metering and Industrial M2M Applications

3.1Pipeline and Industrial Monitoring
3.1.1 Smart Metering
i. Options for Roll-out & Delivery of Smart Meters
ii. Initiatives that May Benefit the Smart Metering Industry
3.1.2 Smart Metering Forecasts
Figure 3.1: Smart Metering Forecast Methodology
Table 3.1: Penetration Rate of Smart Meters (% Total Meters) Split by 8 Key Regions 2008- 2014
Figure 3.2: Number Smart Meters (m) Split by 8 Key Regions 2008-2014
Table 3.2: Number of Smart Meters (m) Split by 8 Key Regions 2008-2014
Figure 3.3: Smart Meter Aggregation
Figure 3.4: Number of Mobile Connections used for Smart Metering (m) Split by 8 Key Regions 2008-2014
Table 3.3: Number of Mobile Connections used for Smart Metering (m) Split by 8 Key Regions 2008-2014
Figure 3.5: Total Revenues ($m) from Mobile Connections used for Smart Metering Split by 8 Key Regions 2008- 2014
Table 3.4: Total Revenues ($m) from Mobile Connections used for Smart Metering Split by 8 Key Regions 2008-2014
3.1.3 The Economics of Smart Metering
3.1.4 Worldwide Initiatives
i. Japan
ii. US
Figure 3.6: Smart Grid
iii. Europe
Table 3.5: Selected Smart Metering Initiatives in Europe
3.1.5 Case Study: Endesa
i. Company Background
ii. Collaboration with Telefonica
iii. Advanced Metering Technology
3.2 Conclusion

4. Telematics and In-vehicle Applications

4.1 Introduction
4.1.1 Trends Within the Telematics Market
4.1.2 Consumer Telematics Forecasts
Figure 4.1: Consumer Telematics Methodology
Table 4.1: Percentage of New Consumer Vehicles with Onboard Mobile M2M Systems Split by 8 Key Regions 2008-2014
Figure 4.2: Number of Consumer Vehicles with Onboard Mobile M2M Systems (m) Split by 8 Key Regions 2008-2014
Table 4.2: Number of Consumer Vehicles with Onboard Mobile M2M Systems (m) Split by 8 Key Regions 2008-2014
Figure 4.3: Service Revenues Attributable to Consumer Vehicles with Onboard Mobile M2M Systems ($m) Split by 8 Key Regions 2008-2014
Table 4.3: Service Revenues Attributable to Consumer Vehicles with Onboard Mobile M2M Systems ($m) Split by 8 Key Regions 2008-2014
i. Fleet Management and Asset Tracking
4.1.3 Commercial Telematics Forecasts
Figure 4.4: Commercial Telematics Methodology
Table 4.4: Percentage of Commercial Vehicles with Mobile Telematics Device Installed Split by 8 Key Regions 2008-2014
Figure 4.5: Number of Commercial Vehicles with Mobile Telematics Device Installed (m) Split by 8 Key Regions 2008-2014
Table 4.5: Number of Commercial Vehicles with Mobile Telematics Device Installed (m) Split by 8 Key Regions 2008-2014
Figure 4.6: Service Revenues Attributable to Commercial Vehicles with Mobile Telematics Devices Installed ($m) Split by 8 Key Regions 2008-2014
Table 4.6: Service Revenues Attributable to Commercial Vehicles with Mobile Telematics Devices Installed ($m) Split by 8 Key Regions 2008-2014
4.1.4 Case Study: Onstar
4.2 Conclusion

5. M2M in the Healthcare Sector

5.1 Healthcare Drivers
5.2 US Health Industry
5.3 Remote Monitoring Systems
Figure 5.1 Sensor Applications in The Health Sector
5.4 Healthcare Use Cases
5.4.1 Healthcare Forecasts
Figure 5.2: M2M Healthcare Monitoring Methodology
Table 5.1: Percentage of Individuals using Mobile Based Health Monitoring Split by 8 Key Regions 2008-2014
Figure 5.3: Number of Individuals Using Mobile Based Health Monitoring (m) Split by 8 Key Regions 2008-2014
Table 5.2: Number of Individuals Using Mobile Based Health Monitoring (m) Split by 8 Key Regions 2008-2014
Figure 5.4: Service Revenues Attributable to Individuals Using Mobile Based Health Monitoring ($m) Split by 8 Key Regions 2008-2014
Table 5.3: Service Revenues Attributable to Individuals Using Mobile Based Health Monitoring ($m) Split by 8 Key Regions 2008-2014
5.4.2 M2M Healthcare Development So Far
i. Medtronic
ii. Intel
iii. GE
iv. Philips
a. Glucose Meter
b. Oximeter
c. ECG (Electrocardiograph)
d. Social Alarm Devices
5.5 Conclusion

6. Connected Home and Buildings

6.1 Security, Site and Building Management
6.2 The Connected Home and Workplace
6.3 Connected Buildings Forecasts
Figure: 6.1 Connected Buildings Methodology
Table 6.1: Percentage of Buildings with a Fixed or Mobile Connection Split by 8 Key Regions 2008-2014
Table 6.2: Number of Connected Buildings with a Fixed or Mobile Connection (m) Split by 8 Key Regions 2008-2014
Table 6.3: Percentage of Connected Buildings Using Mobile Connections Split by 8 Key Regions 2008-2014
Figure 6.2: Number of Connected Buildings Using Mobile Connections (m) Split by 8 Key Regions 2008-2014
Table 6.4: Number of Connected Buildings Using Mobile Connections (m) Split by 8 Key Regions 2008-2014
Figure 6.3: Service Revenues from Mobile Connected Buildings ($m) Split by 8 Key Regions 2008- 2014
Table 6.5: Service Revenues from Mobile Connected Buildings ($m) Split by 8 Key Regions 2008- 2014
6.4 Conclusion

7. Other M2M Areas

7.1 Vending, Retail and Banking Applications
7.1.1 The GSM Enabled ATM
Figure 7.1: Number of Mobile Connected Devices in Vending, Retail and Banking (m) Split by 8 Key Regions 2008-2014
Table 7.1: Number of Mobile Connected Devices in Vending, Retail and Banking (m) Split by 8 Key Regions 2008-2014
Figure 7.2: Revenues from Mobile Connected Devices in Vending, Retail and Banking ($m) Split by 8 Key Regions 2008- 2014
Table 7.2: Revenues from Mobile Connected Devices in Vending, Retail and Banking ($m) by Region Split by 8 Key Regions 2008- 2014
7.2 Conclusions

8. Case Studies

8.1 T Mobile
8.1.1 Background
8.1.2 Embedded SIM Cards
8.2 Vodafone
8.2.1 Launch of M2M Global Service Platform
8.2.2 M2M’s Role in Reducing Carbon Emissions
8.2.3 Carbon Savings Through M2M - the Opportunity List
8.3 Jasper Wireless
8.3.1 Background
8.3.2 Mobile Carrier Alliances
8.3.3 M2M Products
Figure 8.2: Jasper Wireless M2M Infrastructure
8.3.4 Deployments
8.4 KPN
8.4.1 M2M Services
8.4.2 Garmin Agreement
8.5 Telenor Connexion
8.5.1 Background
8.5.2 M2M Products
Figure 8.3: Telenor Connexion M2M Matrix
8.5.3 Telenor Cinclus and Telenor Iris
8.6 Wyless
8.6.1 Background
8.6.2 Business Model
Figure 8.4: M2M Industry Structure
8.6.3 M2M Applications
8.6.4 Roll Outs
8.7 Sierra Wireless
8.7.1 Background
8.7.2 Acquisition of Wavecom
8.7.3 Further Alliances
8.8 Aeris
8.8.1 M2M Wireless Network Service
Figure 8.5: Aeris Infrastructure