U.S. Mobile Operator M2M Market Analysis: Verizon, AT&T, Sprint, T-Mobile

AT&T's announcement in 2012 that it would shut down its 2G network around 2017/2018 has contributed to an already ultracompetitive U.S. operator environment for cellular M2M connections. Operator strategies to capture M2M services market share have ranged from pricing and module subsidization offers to a holistic set of services and partnerships that provide an integrated experience across home, car, and smartphone.

This report examines and quantifies the highly competitive U.S. market for operator M2M services. Review includes both value chain analysis as well as assessment of key verticals expected to capture a large share of M2M connections. All analysis is provided through the lens of the four largest mobile operators: Verizon, AT&T, Sprint, and T-Mobile.

Market quantification is provided for operator cellular connections both in the historical context and for future M2M connections. Connection market share from 2010 through 2012 is provided by air interface technology - 2G, 3G, and 4G - and for seven industry verticals:  

• OEM and Aftermarket Telematics

• Commercial Telematics

• Advanced Metering Infrastructure

• Security and Home Automation

• Remote Monitoring and Control

• ATM/Point-of-Sale, Vending, and Digital Displays

• Telehealth

Connection forecasts by mobile operator are provided by industry vertical. The report concludes with forecast assessment and operator recommendations.