Chinese Cellular M2M Module Market

Huawei, ZTE, SimCom

Research Report

China-based cellular module vendors have taken a pivotal role in shaking up the embedded module markets. Their cost optimization strategy to compete with incumbents such as Cinterion, Sierra Wireless, and Telit has led to increased price pressure alongside commoditization trends. This trend has also come at the back of the decline in shipments suffered by module vendors in 4Q 2008 and 1Q 2009 at the height of the global financial crisis. The market is also 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 China-based cellular M2M module vendor strategic responses, and forecasts cellular M2M module shipment and revenue growth for the period from 2010 through 2016, segmented by application and air interface standard.

Table of Contents

  • Top Line Forecast
  • Drivers
  • Inhibitors
  • Summary and Strategic Recommendations
  • 1. EXECUTIVE SUMMARY
    • 1.1. Top Line Forecast
    • 1.2. Market Drivers and Enablers
    • 1.3. Market Challenges and Restraints
    • 1.4. Summary and Strategic Recommendations
  • 2. MARKET ISSUES
    • 2.1. China Based Cellular M2M Modules
    • 2.2. Cellular M2M Market Overview
    • 2.3. Key Market Application Segments
    • 2.4. Market Drivers and Enablers
    • 2.5. Market Challenges and Restraints
    • 2.6. Summary and Strategic Recommendations
    • 2.7. China's Political, Economic, Social and Technological Landscape
    • 2.8. 12th Five Year Plan - Industrial Policy
    • 2.9. Economic Competitiveness
    • 2.10. Social Influences
    • 2.11. Technological Prowess
    • 2.12. Consolidation Prospects - China
    • 2.13. Commoditization and Price Reduction Pressures
    • 2.14. Value Chain Fragmentation
    • 2.15. Application Development Complexity
  • 3. TECHNOLOGY
    • 3.1. Impact of Regulation and Legislation
    • 3.2. CCSA (Chinese Communications Standards Association)
    • 3.3. M2M Standardization Efforts
    • 3.4. SDO Strategic Directions
  • 4. COMPETITIVE LANDSCAPE
    • 4.1. China-based Module Vendors
    • 4.2. Huawei
    • 4.3. SIMCom Wireless Solutions
    • 4.4. ZTE Corporation
    • 4.5. Quectel Wireless Solutions
    • 4.6. Shenzhen Neoway Technology
    • 4.7. Shenzhen G&T; Industrial Development Company (Fibocom)
    • 4.8. Western Module Vendors in China
    • 4.9. Chinese Module Vendors' Competitive Strategy
  • 5. MARKET FORECASTS
    • 5.1. Forecast Methodology
    • 5.2. Asia-Pacific and China Cellular M2M Module Shipment
    • 5.3. Asia-Pacific and China Cellular M2M Module Revenue
  • 6. COMPANY DIRECTORY
  • 7. ACRONYMS
  • 8. LINKS TO RELATED RESEARCH
    • 8.1. Scope of Study
    • 8.2. Sources and Methodology
    • 8.3. Notes

Tables

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  1. AP and China Cellular M2M Module Shipments, AP and China Market, End User-Basis Forecast: 2011 to 2016
  2. AP and China Cellular M2M Module Revenue, AP and China Market, End User-Basis Forecast: 2011 to 2016

Charts

  1. AP and China Cellular M2M Connections
  2. AP and China Cellular M2M Connection Revenue
  3. AP and China Cellular M2M Connections, AP and China Market, Forecast: 2011 to 2016

Figures

  1. Cellular M2M's Place within the Internet of Things
  2. Cellular M2M Value Chain Overview in China, Product Chain and Service China Schematics