Cellular M2M Connectivity Service Providers

The Market Opportunity for MNOs, MMOs, and MVNOs

The cellular M2M connectivity services market experienced a difficult 2008 and early 2009 as a result of the overall global economic crisis. However, it appears that 4Q08 and 1Q09 represented "the bottom" of the market for cellular M2M and most players in the market believe that the second half of 2009 will prove stronger than the first half, and that from 2010 onwards the market will resume a more normal growth pattern.

The market is characterized by increasingly direct participation by mobile network operators (MNOs) in addition to connectivity services offered by MVNOs and M2M mobile operators (MMOs). This MNO activity is putting increasing pressure on the MVNOs and MMOs to differentiate their service offerings. More broadly, the cellular M2M market benefits from a number of market drivers but also faces a number of challenges, as a generally fragmented population of application developers seeks to gain traction and grow shipment volumes, and the market looks ahead to the potential impact of 4G technologies.

This study discusses these market trends, analyzes cellular M2M connectivity service provider strategic responses, and forecasts cellular M2M connections and revenue growth for the period from 2009 through 2014, segmented by region, application, and air interface standard.

What Questions Does This Report Answer?

  • What is the cellular M2M connectivity service market size, in connections and revenue, segmented by region, application, and air interface standard?
  • What is the cellular M2M connectivity service market forecast, by connections and revenue, segmented by region, application, and air interface standard?
  • What are the major strategic market forces impacting the cellular M2M market for connectivity service providers?
  • What are the strategic responses of cellular M2M connectivity service providers to market forces and resulting market trends?

Who Needs This Report?

  • Cellular M2M connectivity service providers: MNOs, MMOs, and MVNOs
  • Cellular M2M value chain participants: cellular IC suppliers, embedded module providers, equipment makers, 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

Table of Contents

Executive Summary: Top-Line Forecast
Executive Summary: Drivers
Executive Summary: Inhibitors
Executive Summary: Market Share
Executive Summary: Summary and Strategic Recommendations

Section 1.
Executive Summary
1.1. Market Definition and Introduction
1.2. Market Adoption Drivers and Challenges
1.3. Key Value Chain Trends
1.4. Forecast Overview

Section 2.
Strategic Recommendations

Section 3.
Market Issues
3.1. Market Definition and History
3.2. Impact of the Global Economic Crisis
3.2.1. Cellular M2M Module Industry Experiences Revenue Decline in 2008
3.2.2. …But Cellular M2M Connectivity Providers Held Up Well
3.2.3. Value Chain Sentiment: Cautious Optimism for 2009 and Beyond
3.3. Market Adoption Drivers and Challenges
3.3.1. Market Adoption Drivers and Enablers
3.3.2. Market Challenges and Inhibitors
3.4. Market Application Trends
3.4.1. OEM Telematics
3.4.2. Aftermarket Telematics
3.4.3. Commercial Telematics
3.4.4. Advanced Metering Infrastructure
3.4.5. Security
3.4.6. Remote Monitoring
3.4.7. ATM/Point of Sale
3.4.8. Vending
3.4.9. Telehealth
3.4.10. Remote Info Display
3.4.11. Other
3.5. Regional Market Trends
3.5.1. North America
3.5.2. Europe
3.5.3. Asia-Pacific
3.5.4. Latin America
3.5.5. Middle East & Africa

Section 4.
Value Chain and Competitive Landscape Trends
4.1. Mobile Network Operators
4.1.1. MNOs Have Traditionally Faced Challenges in the M2M Market…
4.1.2. …Now, However, Good Reasons Exist for MNOs to be in the M2M Market
4.1.3. MNO Business Models in the M2M Market
4.1.4. MNOs in the M2M Market: Strengths and Weaknesses
4.1.5. Outlook for MNOs in the M2M Market
4.2. MVNOs and M2M Mobile Operators
4.2.1. MVNO and MMO Business Models in the M2M Market
4.2.2. Outlook for MVNOs and MMOs in the M2M Market
4.3. Application Service Providers

Section 5.
Technology Issues
5.1. Connected Device Platforms
5.2. 3G and 4G Considerations
5.2.1. Relevant 3G/4G Use Cases
5.2.2. UMTS-Only Modules for "Future-Proofing"
5.2.3. 2G Network Availability
5.2.4. WiMAX and LTE
5.3. Embedded SIMs
5.4. FOTA and Remote Device Management
5.4.1. FOTA in Context
5.4.2. Red Bend
5.5. Testing and Certification

Section 6.
Market Forecasts
6.1. Forecast Methodology
6.2. Cellular M2M Connections by Region
6.3. Cellular M2M Connections by Application
6.4. Cellular M2M Connections by Air Interface Standard

Section 7.
Select Industry Players
7.1. Connectivity Service Providers
7.1.1. Aeris Communications
7.1.2. AT&T
7.1.3. CrossBridge Solutions
7.1.4. Jasper Wireless
7.1.5. KORE Telematics
7.1.6. Mach Communications
7.1.7. NTT DOCOMO
7.1.8. Numerex Corp
7.1.9. Orange Business Services
7.1.10. Rogers Communications
7.1.11. Sprint
7.1.12. Swisscom
7.1.13. Telefonica O2
7.1.14. Telenor Group
7.1.15. TELUS
7.1.16. Verizon Wireless
7.1.17. T-Mobile USA
7.1.18. Vodafone
7.1.19. Wyless
7.2. Module Vendors
7.2.1. AnyDATA
7.2.2. Cinterion Wireless Modules
7.2.3. Enfora
7.2.4. Huawei Technologies Co Ltd
7.2.5. iWOW Technology
7.2.6. Motorola M2M Wireless Modules
7.2.7. Sierra Wireless
7.2.8. SIMCom Wireless Solutions
7.2.9. Telit Communications

Section 8.
Company Directory

Section 9.
Acronyms
Scope of Study
Sources and Methodology
Notes





Tables
  • Total Cellular M2M Connections by Region, World Market, Forecast: 2007 to 2014
  • Cellular M2M Monthly Connection ARPU, World Market, Forecast: 2007 to 2014
  • Total Cellular M2M Connection Revenue by Region, World Market, Forecast: 2007 to 2014
  • North American Cellular M2M Connections by Application, North America, Forecast: 2007 to 2014
  • North American Cellular M2M Connection Revenue by Application, North America, Forecast: 2007 to 2014
  • North American Cellular M2M Connections by Air Interface Standard, North America, Forecast: 2007 to 2014
  • North American Cellular M2M Module Revenue by Air Interface Standard, North America, Forecast: 2007 to 2014
  • European Cellular M2M Connections by Application, Europe, Forecast: 2007 to 2014
  • European Cellular M2M Connection Revenue by Application, Europe, Forecast: 2007 to 2014
  • European Cellular M2M Connections by Air Interface Standard, Europe, Forecast: 2007 to 2014
  • European Cellular M2M Connection Revenue by Air Interface Standard, Europe, Forecast: 2007 to 2014
  • Asia-Pacific Cellular M2M Connections by Application, Asia-Pacific, Forecast: 2007 to 2014
  • Asia-Pacific Cellular M2M Connection Revenue by Application, Asia-Pacific, Forecast: 2007 to 2014
  • Asia-Pacific Cellular M2M Connections by Air Interface Standard, Asia-Pacific, Forecast: 2007 to 2014
  • Asia-Pacific Cellular M2M Module Revenue by Air Interface Standard, Asia-Pacific, Forecast: 2007 to 2014
  • Latin American Cellular M2M Connections by Application, Latin America, Forecast: 2007 to 2014
  • Latin American Cellular M2M Connection Revenue by Application, Latin America, Forecast: 2007 to 2014
  • Latin American Cellular M2M Connections by Air Interface Standard, Latin America, Forecast: 2007 to 2014
  • Latin American Cellular M2M Connection Revenue by Air Interface Standard, Latin America, Forecast: 2007 to 2014
  • Middle East & African Cellular M2M Connections by Application, Middle East & Africa, Forecast: 2007 to 2014
  • Middle East & African Cellular M2M Connection Revenue by Application, Middle East & Africa, Forecast: 2007 to 2014
  • Middle East & African Cellular M2M Connections by Air Interface Standard, Middle East & Africa, Forecast: 2007 to 2014
  • Middle East & African Cellular M2M Connection Revenue by Air Interface Standard, Middle East & Africa, Forecast: 2007 to 2014
  • Total Cellular M2M Connections by Application, World Market, Forecast: 2007 to 2014
  • Cellular M2M Monthly Connection ARPU, World Market, Forecast: 2007 to 2014
  • Total Cellular M2M Connection Revenue by Application, World Market, Forecast: 2007 to 2014
  • OEM Telematics Cellular M2M Connections by Region, World Market, Forecast: 2007 to 2014
  • OEM Telematics Cellular M2M Connection Revenue by Region, World Market, Forecast: 2007 to 2014
  • OEM Telematics Cellular M2M Connections by Air Interface, World Market, Forecast: 2007 to 2014
  • OEM Telematics Cellular M2M Connection Revenue by Air Interface, World Market, Forecast: 2007 to 2014
  • Aftermarket Telematics Cellular M2M Connections by Region, World Market, Forecast: 2007 to 2014
  • Aftermarket Telematics Cellular M2M Connection Revenue by Region, World Market, Forecast: 2007 to 2014
  • Aftermarket Telematics Cellular M2M Connections by Air Interface, World Market, Forecast: 2007 to 2014
  • Aftermarket Telematics Cellular M2M Connection Revenue by Air Interface, World Market, Forecast: 2007 to 2014
  • Commercial Telematics Cellular M2M Connections by Region, World Market, Forecast: 2007 to 2014
  • Commercial Telematics Cellular M2M Connection Revenue by Region, World Market, Forecast: 2007 to 2014
  • Commercial Telematics Cellular M2M Connections by Air Interface, World Market, Forecast: 2007 to 2014
  • Commercial Telematics Cellular M2M Connection Revenue by Air Interface, World Market, Forecast: 2007 to 2014
  • AMI Cellular M2M Connections by Region, World Market, Forecast: 2007 to 2014
  • AMI Cellular M2M Connection Revenue by Region, World Market, Forecast: 2007 to 2014
  • AMI Cellular M2M Connections by Air Interface, World Market, Forecast: 2007 to 2014
  • AMI Cellular M2M Connection Revenue by Air Interface, World Market, Forecast: 2007 to 2014
  • Security Cellular M2M Connections by Region, World Market, Forecast: 2007 to 2014
  • Security Cellular M2M Connection Revenue by Region, World Market, Forecast: 2007 to 2014
  • Security Cellular M2M Connections by Air Interface, World Market, Forecast: 2007 to 2014
  • Security Cellular M2M Connection Revenue by Air Interface, World Market, Forecast: 2007 to 2014
  • RMAC Cellular M2M Connections by Region, World Market, Forecast: 2007 to 2014
  • RMAC Cellular M2M Connection Revenue by Region, World Market, Forecast: 2007 to 2014
  • RMAC Cellular M2M Connections by Air Interface, World Market, Forecast: 2007 to 2014
  • RMAC Cellular M2M Connection Revenue by Air Interface, World Market, Forecast: 2007 to 2014
  • ATM/POS Cellular M2M Connections by Region, World Market, Forecast: 2007 to 2014
  • ATM/POS Cellular M2M Connection Revenue by Region, World Market, Forecast: 2007 to 2014
  • ATM/POS Cellular M2M Connections by Air Interface, World Market, Forecast: 2007 to 2014
  • ATM/POS Cellular M2M Connection Revenue by Air Interface, World Market, Forecast: 2007 to 2014
  • Vending Cellular M2M Connections by Region, World Market, Forecast: 2007 to 2014
  • Vending Cellular M2M Connection Revenue by Region, World Market, Forecast: 2007 to 2014
  • Vending Cellular M2M Connections by Air Interface, World Market, Forecast: 2007 to 2014
  • Vending Cellular M2M Connection Revenue by Air Interface, World Market, Forecast: 2007 to 2014
  • RID Cellular M2M Connections by Region, World Market, Forecast: 2007 to 2014
  • RID Cellular M2M Connection Revenue by Region, World Market, Forecast: 2007 to 2014
  • RID Cellular M2M Connections by Air Interface, World Market, Forecast: 2007 to 2014
  • RID Cellular M2M Connection Revenue by Air Interface, World Market, Forecast: 2007 to 2014
  • Telehealth Cellular M2M Connections by Region, World Market, Forecast: 2007 to 2014
  • Telehealth Cellular M2M Connection Revenue by Region, World Market, Forecast: 2007 to 2014
  • Telehealth Cellular M2M Connections by Air Interface, World Market, Forecast: 2007 to 2014
  • Telehealth Cellular M2M Connection Revenue by Air Interface, World Market, Forecast: 2007 to 2014
  • Other Cellular M2M Connections by Region, World Market, Forecast: 2007 to 2014
  • Other Cellular M2M Connection Revenue by Region, World Market, Forecast: 2007 to 2014
  • Other Cellular M2M Connections by Air Interface, World Market, Forecast: 2007 to 2014
  • Other Cellular M2M Connection Revenue by Air Interface, World Market, Forecast: 2007 to 2014
  • Total Cellular M2M Connections by Air Interface, World Market, Forecast: 2007 to 2014
  • Cellular M2M Monthly Connection ARPU, World Market, Forecast: 2007 to 2014
  • Total Cellular M2M Connection Revenue by Air Interface, World Market, Forecast: 2007 to 2014
  • GSM/GPRS Cellular M2M Connections by Region, World Market, Forecast: 2007 to 2014
  • GSM/GPRS Cellular M2M Connection Revenue by Region, World Market, Forecast: 2007 to 2014
  • GSM/GPRS Cellular M2M Connections by Application, World Market, Forecast: 2007 to 2014
  • GSM/GPRS Cellular M2M Connection Revenue by Application, World Market, Forecast: 2007 to 2014
  • EDGE Cellular M2M Connections by Region, World Market, Forecast: 2007 to 2014
  • EDGE Cellular M2M Connection Revenue by Region, World Market, Forecast: 2007 to 2014
  • EDGE Cellular M2M Connections by Application, World Market, Forecast: 2007 to 2014
  • EDGE Cellular M2M Connection Revenue by Application, World Market, Forecast: 2007 to 2014
  • WCDMA Cellular M2M Connections by Region, World Market, Forecast: 2007 to 2014
  • WCDMA Cellular M2M Connection Revenue by Region, World Market, Forecast: 2007 to 2014
  • WCDMA Cellular M2M Connections by Application, World Market, Forecast: 2007 to 2014
  • WCDMA Cellular M2M Connection Revenue by Application, World Market, Forecast: 2007 to 2014
  • CDMA 1xRTT Cellular M2M Connections by Region, World Market, Forecast: 2007 to 2014
  • CDMA 1xRTT Cellular M2M Connection Revenue by Region, World Market, Forecast: 2007 to 2014
  • CDMA 1xRTT Cellular M2M Connections by Application, World Market, Forecast: 2007 to 2014
  • CDMA 1xRTT Cellular M2M Connection Revenue by Application, World Market, Forecast: 2007 to 2014
  • CDMA EV-DO Cellular M2M Connections by Region, World Market, Forecast: 2007 to 2014
  • CDMA EV-DO Cellular M2M Connection Revenue by Region, World Market, Forecast: 2007 to 2014
  • CDMA EV-DO Cellular M2M Connections by Application, World Market, Forecast: 2007 to 2014
  • CDMA EV-DO Cellular M2M Connection Revenue by Application, World Market, Forecast: 2007 to 2014
  • WiMAX Cellular M2M Connections by Region, World Market, Forecast: 2007 to 2014
  • WiMAX Cellular M2M Connection Revenue by Region, World Market, Forecast: 2007 to 2014
  • WiMAX Cellular M2M Connections by Application, World Market, Forecast: 2007 to 2014
  • WiMAX Cellular M2M Connection Revenue by Application, World Market, Forecast: 2007 to 2014
  • LTE Cellular M2M Connections by Region, World Market, Forecast: 2007 to 2014
  • LTE Cellular M2M Connection Revenue by Region, World Market, Forecast: 2007 to 2014
  • LTE Cellular M2M Connections by Application, World Market, Forecast: 2007 to 2014
  • LTE Cellular M2M Connection Revenue by Application, World Market, Forecast: 2007 to 2014

Charts
  • Total Cellular M2M Connections by Application, World Market, Forecast: 2007 to 2014
  • Regional Cumulative Connection Market Share
  • Total Cellular M2M Module Shipments, World Market, Forecast: 2003 to 2014
  • Total Cellular M2M Connections, World Market, Forecast: 2003 to 2014
  • 2008 Application Cumulative Connection Market Share, World Market, Forecast: 2008
  • 2008 Regional Cumulative Connection Market Share, World Market, Forecast: 2008
  • Total Cellular M2M Connections by Region, World Market, Forecast: 2007 to 2014
  • Total Cellular M2M Connections by Application, World Market, Forecast: 2007 to 2014
  • Total Cellular M2M Connections by Air Interface, World Market, Forecast: 2007 to 2014