Machine-to-Machine (M2M) Connectivity Services

The Market Opportunity for MNOs, MVNOs, and MMOs

The market for cellular M2M connectivity services grew strongly over the course of 2007 and looks set to continue this strong growth over the period from 2008 through 2013. Over the past several years, master resellers, MVNOs, and MMOs have garnered the majority of the limelight in the provisioning of M2M connectivity services. However, ABI Research sees a growing interest on the part of nearly all major MNOs to develop and deploy their own strategic M2M programs. This report discusses that important development, as well as analyzing overall market trends, describing the competitive landscape, and providing highly granular cellular M2M connectivity services forecasts segmented by region, application, and air interface standard.


Section 1.
EXECUTIVE SUMMARY
1.1. Market Overview and Competitive Landscape
1.2. Market Forecast, Drivers, and Challenges

Section 2.
MARKET OVERVIEW
2.1. Market Definition and History
2.2. General Issues and Trends
2.2.1. Where Are All of the “Ghost Nodes”?
2.2.2. Market Application Fragmentation and Complexity
2.2.3. Shift to 3G…and Beyond
2.2.4. Module and Connectivity Service Pricing
2.2.5. Application Development Platforms and Remote Device Management Services
2.3. Summary of Market Drivers and Enablers
2.4. Summary of Market Challenges and Inhibitors
2.5. Competitive Landscape and Value Chain Analysis
2.5.1. Mobile Network Operators
2.5.1.1. Challenges Faced by MNOs in the M2M Market
2.5.1.2. MNO M2M Business Models
2.5.1.3. MNOs in the M2M Market: Strengths, Weaknesses, and Outlook
2.5.1.4. Outlook for MNOs in the M2M Market
2.5.2. MVNOs and M2M Mobile Operators
2.5.2.1. Aeris, KORE, and Numerex: Stitching Together Diverse Network Connectivity Types
2.5.2.2. Jasper Wireless and Wyless PLC: Global Connectivity
2.5.2.3. Becoming the RIM of the M2M World
2.5.2.4. Outlook for MVNOs and MMOs in the Face of MNO Market Entrants
2.5.3. Application Providers: Four Go-To-Market Models

Section 3.
TECHNOLOGY ISSUES
3.1. FOTA and Remote Device Management
3.1.1. FOTA in Context
3.1.2. Red Bend
3.2. Device Certification in North America
3.3. Embedded SIMs

Section 4.
MARKET FORECASTS
4.1. Forecast Methodology
4.2. Cellular M2M Connections by Region
4.3. Cellular M2M Connections by Application
4.4. Cellular M2M Connections by Air Interface Standard

Section 5.
KEY PLAYER PROFILES
5.1. Aeris
5.2. AT&T
5.3. CrossBridge Solutions
5.4. Jasper Wireless
5.5. KORE Telematics
5.6. NTT DoCoMo
5.7. Numerex Corporation
5.8. Orange Business Services
5.9. Qualcomm Enterprise Services/nPhase
5.10. Rogers Communications
5.11. Sprint
5.12. Swisscom
5.13. Telefonica
5.14. Telenor Sweden
5.15. TELUS
5.16. T-Mobile USA
5.17. Wyless

Section 6.
COMPANY DIRECTORY

Section 7.
ACRONYMS


SCOPE OF STUDY
SOURCES AND METHODOLOGY
NOTES

Tables
  • Total Cellular M2M Connections by Region, World Market, Forecast: 2006 to 2013
  • Cellular M2M Monthly Connection ARPU, World Market, Forecast: 2006 to 2013
  • Total Cellular M2M Connection Revenue by Region, World Market, Forecast: 2006 to 2013
  • North American Cellular M2M Connections by Application, North America, Forecast: 2006 to 2013
  • North American Cellular M2M Connection Revenue by Application, North America, Forecast: 2006 to 2013
  • North American Cellular M2M Connections by Air Interface Standard, North America, Forecast: 2006 to 2013
  • North American Cellular M2M Module Revenue by Air Interface Standard, North America, Forecast: 2006 to 2013
  • European Cellular M2M Connections by Application, Europe, Forecast: 2006 to 2013
  • European Cellular M2M Connection Revenue by Application, Europe, Forecast: 2006 to 2013
  • European Cellular M2M Connections by Air Interface Standard, Europe, Forecast: 2006 to 2013
  • European Cellular M2M Connection Revenue by Air Interface Standard, Europe, Forecast: 2006 to 2013
  • Asia-Pacific Cellular M2M Connections by Application, Asia-Pacific, Forecast: 2006 to 2013
  • Asia-Pacific Cellular M2M Connection Revenue by Application, Asia-Pacific, Forecast: 2006 to 2013
  • Asia-Pacific Cellular M2M Connections by Air Interface Standard, Asia-Pacific, Forecast: 2006 to 2013
  • Asia-Pacific Cellular M2M Module Revenue by Air Interface Standard, Asia-Pacific, Forecast: 2006 to 2013
  • Latin American Cellular M2M Connections by Application, Latin America, Forecast: 2006 to 2013
  • Latin American Cellular M2M Connection Revenue by Application, Latin America, Forecast: 2006 to 2013
  • Latin American Cellular M2M Connections by Air Interface Standard, Latin America, Forecast: 2006 to 2013
  • Latin American Cellular M2M Connection Revenue by Air Interface Standard, Latin America, Forecast: 2006 to 2013
  • Middle East & African Cellular M2M Connections by Application, Middle East & Africa, Forecast: 2006 to 2013
  • Middle East & African Cellular M2M Connection Revenue by Application, Middle East & Africa, Forecast: 2006 to 2013
  • Middle East & African Cellular M2M Connections by Air Interface Standard, Middle East & Africa, Forecast: 2006 to 2013
  • Middle East & African Cellular M2M Connection Revenue by Air Interface Standard, Middle East & Africa, Forecast: 2006 to 2013
  • Total Cellular M2M Connections by Application, World Market, Forecast: 2006 to 2013
  • Cellular M2M Monthly Connection ARPU, World Market, Forecast: 2006 to 2013
  • Total Cellular M2M Connection Revenue by Application, World Market, Forecast: 2006 to 2013
  • OEM Telematics Cellular M2M Connections by Region, World Market, Forecast: 2006 to 2013
  • OEM Telematics Cellular M2M Connection Revenue by Region, World Market, Forecast: 2006 to 2013
  • OEM Telematics Cellular M2M Connections by Air Interface, World Market, Forecast: 2006 to 2013
  • OEM Telematics Cellular M2M Connection Revenue by Air Interface, World Market, Forecast: 2006 to 2013
  • Aftermarket Telematics Cellular M2M Connections by Region, World Market, Forecast: 2006 to 2013
  • Aftermarket Telematics Cellular M2M Connection Revenue by Region, World Market, Forecast: 2006 to 2013
  • Aftermarket Telematics Cellular M2M Connections by Air Interface, World Market, Forecast: 2006 to 2013
  • Aftermarket Telematics Cellular M2M Connection Revenue by Air Interface, World Market, Forecast: 2006 to 2013
  • Commercial Telematics Cellular M2M Connections by Region, World Market, Forecast: 2006 to 2013
  • Commercial Telematics Cellular M2M Connection Revenue by Region, World Market, Forecast: 2006 to 2013
  • Commercial Telematics Cellular M2M Connections by Air Interface, World Market, Forecast: 2006 to 2013
  • Commercial Telematics Cellular M2M Connection Revenue by Air Interface, World Market, Forecast: 2006 to 2013
  • AMI Cellular M2M Connections by Region, World Market, Forecast: 2006 to 2013
  • AMI Cellular M2M Connection Revenue by Region, World Market, Forecast: 2006 to 2013
  • AMI Cellular M2M Connections by Air Interface, World Market, Forecast: 2006 to 2013
  • AMI Cellular M2M Connection Revenue by Air Interface, World Market, Forecast: 2006 to 2013
  • Security Cellular M2M Connections by Region, World Market, Forecast: 2006 to 2013
  • Security Cellular M2M Connection Revenue by Region, World Market, Forecast: 2006 to 2013
  • Security Cellular M2M Connections by Air Interface, World Market, Forecast: 2006 to 2013
  • Security Cellular M2M Connection Revenue by Air Interface, World Market, Forecast: 2006 to 2013
  • RMAC Cellular M2M Connections by Region, World Market, Forecast: 2006 to 2013
  • RMAC Cellular M2M Connection Revenue by Region, World Market, Forecast: 2006 to 2013
  • RMAC Cellular M2M Connections by Air Interface, World Market, Forecast: 2006 to 2013
  • RMAC Cellular M2M Connection Revenue by Air Interface, World Market, Forecast: 2006 to 2013
  • ATM/POS Cellular M2M Connections by Region, World Market, Forecast: 2006 to 2013
  • ATM/POS Cellular M2M Connection Revenue by Region, World Market, Forecast: 2006 to 2013
  • ATM/POS Cellular M2M Connections by Air Interface, World Market, Forecast: 2006 to 2013
  • ATM/POS Cellular M2M Connection Revenue by Air Interface, World Market, Forecast: 2006 to 2013
  • Vending Cellular M2M Connections by Region, World Market, Forecast: 2006 to 2013
  • Vending Cellular M2M Connection Revenue by Region, World Market, Forecast: 2006 to 2013
  • Vending Cellular M2M Connections by Air Interface, World Market, Forecast: 2006 to 2013
  • Vending Cellular M2M Connection Revenue by Air Interface, World Market, Forecast: 2006 to 2013
  • RID Cellular M2M Connections by Region, World Market, Forecast: 2006 to 2013
  • RID Cellular M2M Connection Revenue by Region, World Market, Forecast: 2006 to 2013
  • RID Cellular M2M Connections by Air Interface, World Market, Forecast: 2006 to 2013
  • RID Cellular M2M Connection Revenue by Air Interface, World Market, Forecast: 2006 to 2013
  • Total Cellular M2M Connections by Air Interface, World Market, Forecast: 2006 to 2013
  • Cellular M2M Monthly Connection ARPU, World Market, Forecast: 2006 to 2013
  • Total Cellular M2M Connection Revenue by Air Interface, World Market, Forecast: 2006 to 2013
  • GSM/GPRS Cellular M2M Connections by Region, World Market, Forecast: 2006 to 2013
  • GSM/GPRS Cellular M2M Connection Revenue by Region, World Market, Forecast: 2006 to 2013
  • GSM/GPRS Cellular M2M Connections by Application, World Market, Forecast: 2006 to 2013
  • GSM/GPRS Cellular M2M Connection Revenue by Application, World Market, Forecast: 2006 to 2013
  • EDGE Cellular M2M Connections by Region, World Market, Forecast: 2006 to 2013
  • EDGE Cellular M2M Connection Revenue by Region, World Market, Forecast: 2006 to 2013
  • EDGE Cellular M2M Connections by Application, World Market, Forecast: 2006 to 2013
  • EDGE Cellular M2M Connection Revenue by Application, World Market, Forecast: 2006 to 2013
  • WCDMA Cellular M2M Connections by Region, World Market, Forecast: 2006 to 2013
  • WCDMA Cellular M2M Connection Revenue by Region, World Market, Forecast: 2006 to 2013
  • WCDMA Cellular M2M Connections by Application, World Market, Forecast: 2006 to 2013
  • WCDMA Cellular M2M Connection Revenue by Application, World Market, Forecast: 2006 to 2013
  • CDMA 1xRTT Cellular M2M Connections by Region, World Market, Forecast: 2006 to 2013
  • CDMA 1xRTT Cellular M2M Connection Revenue by Region, World Market, Forecast: 2006 to 2013
  • CDMA 1xRTT Cellular M2M Connections by Application, World Market, Forecast: 2006 to 2013
  • CDMA 1xRTT Cellular M2M Connection Revenue by Application, World Market, Forecast: 2006 to 2013
  • CDMA EV-DO Cellular M2M Connections by Region, World Market, Forecast: 2006 to 2013
  • CDMA EV-DO Cellular M2M Connection Revenue by Region, World Market, Forecast: 2006 to 2013
  • CDMA EV-DO Cellular M2M Connections by Application, World Market, Forecast: 2006 to 2013
  • CDMA EV-DO Cellular M2M Connection Revenue by Application, World Market, Forecast: 2006 to 2013

Charts
  • Total Cellular M2M Connections by Region, World Market, Forecast: 2006 to 2013
  • Total Cellular M2M Connections by Application, World Market, Forecast: 2006 to 2013
  • Total Cellular M2M Connections by Air Interface, World Market, Forecast: 2006 to 2

Figures
  • The “Sales Efficiency” Model
  • The “Brand Security” Model
  • The “Co-Sell” Model