Cellular Machine-to-Machine (M2M) Markets

Market Opportunities and Trends for Embedded Modules

Research Report

Pages
49
Deliverables
Released
3Q 2011
Product Code
RR-M2M-11
Price
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The cellular M2M module market, while recovered from the decline in shipments it suffered in 4Q 2008 and 1Q 2009 at the height of the global financial crisis, nevertheless still faces several daunting challenges. Among these are an increasing commoditization and pricing pressure; new cost-optimized module vendor entrants from APAC, along with the traditional vendor base consolidates; value chain fragmentation and complexity; and continuing difficulty in M2M application development. Likewise, the market is grappling with the transition of cellular networks to 3G and 4G technologies, the impact of regulations and legislation on growth, and the coming of broad horizontal standards for M2M and the broader "Internet of Things." This report discusses these market trends, analyzes cellular M2M module vendor strategic responses, provides vendor market share data for the period from 2003 through 2010, and forecasts cellular M2M module shipment and revenue growth for the period from 2007 through 2016, segmented by region, application, and air interface standard.

What Questions Does This Report Answer?

  • What were the cellular M2M module market size and module vendor market shares in 2010?
  • 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?

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

Table of Contents

  • Executive Brief

  • Top Line Forecast
  • Drivers
  • Inhibitors
  • Market Share
  • Summary and Strategic Recommendations

Section 1.
EXECUTIVE SUMMARY

1.1. Top Line Forecast
1.2. Drivers
1.3. Inhibitors
1.4. Market Share
1.5. Summary and Strategic Recommendations

Section 2.
BUSINESS ISSUES

2.1. Cellular M2M Market Overview
2.2. Key Market Application Segments
2.3. Market Drivers and Enablers
2.4. Market Challenges and Restraints
2.5. Module Vendor Competitive Landscape: Market Shares in 2010
2.6. Market Share in 2010 by M2M Module Unit Shipment Volume
2.7. Market Share in 2010 by M2M Revenue
2.8. Prospects for Future Consolidation
2.9. Commoditization and Price Reduction Pressures
2.10. Threat of Disintermediation by Cellular Baseband Chipset Suppliers
2.11. China-Based Module Vendors
2.12. MNO Sourcing Partnerships with Module Vendors
2.13. Value Chain Fragmentation
2.14. Application Development Complexity
2.15. Impact of Regulation and Legislation
2.16. Module Vendor Competitive Strategies
2.17. Differentiation with Software and Services
2.18. A More Perfect "Business Wrapper"
2.19. Extreme Operational Efficiency

Section 3.
TECHNOLOGY ISSUES

3.1. M2M Standardization Efforts
3.2. Transition to 3G and 4G Networks
3.3. Relevant 3G/4G Use Cases
3.4. 2G Network Availability
3.5. WiMax and LTE
3.6. Embedded SIM Cards for M2M

Section 4.
KEY INDUSTRY PLAYERS

4.1. Cinterion
4.2. Huawei
4.3. iWOW Technology Pte Ltd
4.4. Novatel Wireless
4.5. Sagemcom
4.6. Sierra Wireless
4.7. SIMcom Wireless Solutions
4.8. Telit Communications
4.9. u-blox
4.10. Others

Section 5.
MARKET FORECASTS

5.1. Methodology
5.2. Key Assumptions
5.3. Forecasts by Region
5.4. Forecasts by Application
5.5. Forecasts by Air Standard

Section 6.
COMPANY DIRECTORY


Section 7.
ACRONYMS


Section 8.
LINKS TO RELATED RESEARCH

8.1. Scope of Study
8.2. Sources and Methodology
8.3. Notes




219 Tables

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219
Cellular M2M Embedded Module Vendor Market Share by Shipment Volume, World Market, Market Share: 2003 to 2010
61 Charts
  • Total Cellular M2M Module Shipments by Region
  • North American Cellular M2M Module Shipments by Air Interface Standard
  • European Cellular M2M Module Shipments by Air Interface Standard
  • Asia-Pacific Cellular M2M Module Shipments by Air Interface Standard
  • Latin American Cellular M2M Module Shipments by Air Interface Standard
  • Middle East & African Cellular M2M Module Shipments by Air Interface Standard
  • Total Cellular M2M Module Shipments by Application
  • OEM Telematics Cellular M2M Module Shipments by Region
  • Aftermarket Telematics Cellular M2M Module Shipments by Region
  • Commercial Telematics Cellular M2M Module Shipments by Region
  • AMI Cellular M2M Module Shipments by Region
  • Security Cellular M2M Module Shipments by Region
  • RMAC Cellular M2M Module Shipments by Region
  • ATM/POS Cellular M2M Module Shipments by Region
  • Vending Cellular M2M Module Shipments by Region
  • RID Cellular M2M Module Shipments by Region
  • Telehealth Cellular M2M Module Shipments by Region
  • Other Cellular M2M Module Shipments by Region
  • FWT Cellular M2M Module Shipments by Region
  • Industrial PDA Cellular M2M Module Shipments by Region
  • Total Cellular M2M Module Shipments by Air Interface
  • GSM/GPRS Cellular M2M Module Shipments by Region
  • EDGE Cellular M2M Module Shipments by Region
  • WCDMA Cellular M2M Module Shipments by Region
  • CDMA 1xRTT Cellular M2M Module Shipments by Region
  • CDMA EV-DO Cellular M2M Module Shipments by Region
  • WiMAX Cellular M2M Module Shipments by Region
  • LTE Cellular M2M Module Shipments by Region
  • Total Cellular M2M Module Shipments by Region
  • North American Cellular M2M Module Shipments by Air Interface Standard
  • European Cellular M2M Module Shipments by Air Interface Standard
  • Asia-Pacific Cellular M2M Module Shipments by Air Interface Standard
  • Latin American Cellular M2M Module Shipments by Air Interface Standard
  • Middle East & African Cellular M2M Module Shipments by Air Interface Standard
  • Total Cellular M2M Module Shipments by Application
  • OEM Telematics Cellular M2M Module Shipments by Air Interface
  • Aftermarket Telematics Cellular M2M Module Shipments by Air Interface
  • Commercial Telematics Cellular M2M Module Shipments by Air Interface
  • AMI Cellular M2M Module Shipments by Air Interface
  • Security Cellular M2M Module Shipments by Air Interface
  • RMAC Cellular M2M Module Shipments by Air Interface
  • ATM/POS Cellular M2M Module Shipments by Air Interface
  • Vending Cellular M2M Module Shipments by Air Interface
  • RID Cellular M2M Module Shipments by Air Interface
  • Telehealth Cellular M2M Module Shipments by Air Interface
  • Other Cellular M2M Module Shipments by Air Interface
  • FWT Cellular M2M Module Shipments by Air Interface
  • Industrial PDA Cellular M2M Module Shipments by Air Interface
  • Total Cellular M2M Module Shipments by Air Interface
  • GSM/GPRS Cellular M2M Module Shipments by Region
  • EDGE Cellular M2M Module Shipments by Region
  • WCDMA Cellular M2M Module Shipments by Region
  • CDMA 1xRTT Cellular M2M Module Shipments by Region
  • CDMA EV-DO Cellular M2M Module Shipments by Region
  • WiMAX Cellular M2M Module Shipments by Region
  • LTE Cellular M2M Module Shipments by Region
  • Cellular M2M Embedded Module Vendor Market Share by Shipment Volume
  • Cellular M2M Embedded Module Vendor Market Share by Shipment Volume
  • Cellular M2M Embedded Module Vendor Market Share by Vendor Revenue
  • Total Cellular M2M Module Shipments by Application, World Market, End User-Basis Forecast: 2007 to 2016
  • Cellular M2M Embedded Module Vendor Market Share by Shipment Volume, World Market, Market Share: 2010
6 Figures
  • Cellular M2M's Place within the Internet of Things
  • Cellular M2M Value Chain Overview, Product Chain and Service Chain Schematics
  • Cellular M2M Value Chain Example, Serial Value Chain Schematic
  • Application Development Complexity: Key Challenges
  • Regulatory Impact on M2M Schematic
  • Module Vendor Differentiation Strategies