Cellular Machine-to-Machine (M2M) Markets

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.

  • Top Line Forecast
  • 1. EXECUTIVE SUMMARY
    • 1.1. Top Line Forecast
    • 1.2. Drivers
    • 1.3. Inhibitors
    • 1.4. Market Share
    • 1.5. Summary and Strategic Recommendations
  • 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
  • 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
  • 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
  • 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
  • 6. COMPANY DIRECTORY
  • 7. ACRONYMS
  • 8. LINKS TO RELATED RESEARCH
    • 8.1. Scope of Study
    • 8.2. Sources and Methodology
    • 8.3. Notes

Charts

  1. Total Cellular M2M Module Shipments by Application, World Market, End User-Basis Forecast: 2007 to 2016
  2. Cellular M2M Embedded Module Vendor Market Share by Shipment Volume, World Market, Market Share: 2010
  3. Total Cellular M2M Module Shipments by Region
  4. North American Cellular M2M Module Shipments by Air Interface Standard
  5. European Cellular M2M Module Shipments by Air Interface Standard
  6. Asia-Pacific Cellular M2M Module Shipments by Air Interface Standard
  7. Latin American Cellular M2M Module Shipments by Air Interface Standard
  8. Middle East & African Cellular M2M Module Shipments by Air Interface Standard
  9. Total Cellular M2M Module Shipments by Application
  10. OEM Telematics Cellular M2M Module Shipments by Region
  11. Aftermarket Telematics Cellular M2M Module Shipments by Region
  12. Commercial Telematics Cellular M2M Module Shipments by Region
  13. AMI Cellular M2M Module Shipments by Region
  14. Security Cellular M2M Module Shipments by Region
  15. RMAC Cellular M2M Module Shipments by Region
  16. ATM/POS Cellular M2M Module Shipments by Region
  17. Vending Cellular M2M Module Shipments by Region
  18. RID Cellular M2M Module Shipments by Region
  19. Telehealth Cellular M2M Module Shipments by Region
  20. Other Cellular M2M Module Shipments by Region
  21. FWT Cellular M2M Module Shipments by Region
  22. Industrial PDA Cellular M2M Module Shipments by Region
  23. Total Cellular M2M Module Shipments by Air Interface
  24. GSM/GPRS Cellular M2M Module Shipments by Region
  25. EDGE Cellular M2M Module Shipments by Region
  26. WCDMA Cellular M2M Module Shipments by Region
  27. CDMA 1xRTT Cellular M2M Module Shipments by Region
  28. CDMA EV-DO Cellular M2M Module Shipments by Region
  29. WiMAX Cellular M2M Module Shipments by Region
  30. LTE Cellular M2M Module Shipments by Region
  31. Total Cellular M2M Module Shipments by Region
  32. North American Cellular M2M Module Shipments by Air Interface Standard
  33. European Cellular M2M Module Shipments by Air Interface Standard
  34. Asia-Pacific Cellular M2M Module Shipments by Air Interface Standard
  35. Latin American Cellular M2M Module Shipments by Air Interface Standard
  36. Middle East & African Cellular M2M Module Shipments by Air Interface Standard
  37. Total Cellular M2M Module Shipments by Application
  38. OEM Telematics Cellular M2M Module Shipments by Air Interface
  39. Aftermarket Telematics Cellular M2M Module Shipments by Air Interface
  40. Commercial Telematics Cellular M2M Module Shipments by Air Interface
  41. AMI Cellular M2M Module Shipments by Air Interface
  42. Security Cellular M2M Module Shipments by Air Interface
  43. RMAC Cellular M2M Module Shipments by Air Interface
  44. ATM/POS Cellular M2M Module Shipments by Air Interface
  45. Vending Cellular M2M Module Shipments by Air Interface
  46. RID Cellular M2M Module Shipments by Air Interface
  47. Telehealth Cellular M2M Module Shipments by Air Interface
  48. Other Cellular M2M Module Shipments by Air Interface
  49. FWT Cellular M2M Module Shipments by Air Interface
  50. Industrial PDA Cellular M2M Module Shipments by Air Interface
  51. Total Cellular M2M Module Shipments by Air Interface
  52. GSM/GPRS Cellular M2M Module Shipments by Region
  53. EDGE Cellular M2M Module Shipments by Region
  54. WCDMA Cellular M2M Module Shipments by Region
  55. CDMA 1xRTT Cellular M2M Module Shipments by Region
  56. CDMA EV-DO Cellular M2M Module Shipments by Region
  57. WiMAX Cellular M2M Module Shipments by Region
  58. LTE Cellular M2M Module Shipments by Region
  59. Cellular M2M Embedded Module Vendor Market Share by Shipment Volume
  60. Cellular M2M Embedded Module Vendor Market Share by Shipment Volume
  61. Cellular M2M Embedded Module Vendor Market Share by Vendor Revenue

Figures

  1. Cellular M2M's Place within the Internet of Things
  2. Cellular M2M Value Chain Overview, Product Chain and Service Chain Schematics
  3. Cellular M2M Value Chain Example, Serial Value Chain Schematic
  4. Application Development Complexity: Key Challenges
  5. Regulatory Impact on M2M Schematic
  6. Module Vendor Differentiation Strategies
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Research Information

Price
Log In or Register
Publish Date
3Q 2011
Code
RR-M2M-11
Research Type
Research Report Report
Pages
56