Report Code: RR-M2M

Product Information

Number of Pages: 51

Number of Tables, Charts and Figures: 106

Deliverable Formats: PDF Document Excel Spreadsheet

Price: Login

Release Date: 3Q 2008

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11/13/2008:
95 Million Cellular M2M Modules to Ship in 2013
08/14/2008:
M2M Module Vendors Are Vulnerable

Cellular M2M Markets

Market Opportunities and Trends for Embedded Modules

The cellular M2M module market grew strongly over the course of 2007 and looks set to continue this strong growth over the period from 2008 through 2013. Nevertheless, cellular M2M module vendors face increasingly challenging pressures on their abilities to earn a profit. These market pressures include: commoditization, threat of obsolescence in the value chain, and competition from Asia-Pacific based module vendors. Conversely, the cellular M2M module market enjoys some key benefits, in contrast to the (now largely defunct) market for modules used in mobile handsets: significant application fragmentation, growing application complexity, and North American certification challenges. This study discusses these market forces, analyzes cellular M2M module vendor strategic responses, provides 2006 and 2007 vendor market share data, and forecasts cellular M2M module shipment and revenue growth for the period from 2008 through 2013, segmented by region, application, and air interface stan

What Questions Does This Report Answer?

What were the cellular M2M module market size and module vendor market shares in 2006 and 2007?
What is the cellular M2M module market size, in shipments and revenue, segmented by region, application, and air interface standard?
What is the cellular M2M module market forecast, by shipment and revenue, segmented by region, application, and air interface standard?
What are the major strategic market forces impacting the cellular M2M market for module vendors?
What are the strategic responses of cellular M2M module vendors to market forces and resulting market trends?
What are the key cellular M2M profiles and analysis for module vendors Cinterion Wireless Modules, Wavecom, Motorola, SIMCOM Wireless Solutions, Enfora, Telit Communications, Kyocera Wireless, and Sierra Wireless?

Who Needs This Report?

Cellular M2M embedded module vendors
Cellular M2M value chain participants: cellular IC suppliers, equipment makers, service providers, VARs, application developers, and system integrators
Stock analysis firms covering the cellular communications market
Venture capital firms involved in the cellular and cellular M2M markets
Consultants advising clients in the cellular M2M market

1.1. Market Overview and Competitive Landscape
1.2. Market Forecast, Drivers, and Challenges
2.1. Market Overview
2.1.1. Market Definition and History
2.1.2. General Issues and Trends
2.1.2.1. Market Application Fragmentation and Complexity
2.1.2.2. Shift to 3G…and Beyond
2.1.2.3. Module and Connectivity Service Pricing
2.1.2.4. Application Development Platforms and Remote Device Management Services
2.1.2.5. North American Mobile Network Operator Certification Challenges
2.1.3. Summary of Market Drivers and Enablers
2.1.4. Summary of Market Challenges and Inhibitors
2.2. Competitive Landscape and Value Chain Analysis
2.2.1. Module Vendors 2007 Market Share Analysis
2.2.2. Module Commoditization Pressures
2.2.2.1. Customer Perceptions of Modules as “Bit-Pipes”
2.2.2.2. Threat from APAC Module Vendors
2.2.2.3. Threat from Cellular Baseband Chipset Vendors
2.2.2.4. Need for Operational Efficiency
2.2.3. Reference Designs and Direct-On-Board (DOB) Integration
2.2.4. Module Vendor Competitive Strategies
2.2.4.1. Differentiation with Software and Services
2.2.4.2. A More Perfect “Business Wrapper”
2.2.4.3. Extreme Operational Efficiency
3.1. Module Form Factors
3.1.1. Decreasing Size with Increasing Functionality
3.1.2. Connectorized versus Surface-Mount
3.1.3. Impact of MiniCard Form Factor
3.2. Embedded SIMs
3.3. Peripheral Communication Technology Integration into Modules
3.3.1. Differing Paths to “Integration”
3.3.2. Short-Range Wireless (SRW)
3.3.3. GPS and Satellite
3.4. Application Processing and Embedded Software
3.4.1. “On-Board” Application Processing
3.4.2. Embedded Software
3.5. FOTA and Remote Device Management
3.5.1. FOTA in Context
3.5.2. Red Bend
4.1. Forecast Methodology
4.2. Cellular Module Forecast by Region
4.3. Cellular Module Forecast by Application
4.4. Cellular Module Forecast by Air Interface Standard
5.1. Cinterion Wireless Modules
5.2. Enfora
5.3. Kyocera Wireless
5.4. Motorola Wireless Modules
5.5. Sierra Wireless
5.6. SIMCOM Wireless Solutions
5.7. Telit Communications
5.8. Wavecom
5.9. Others