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.

  • 1. U.S. CELLULAR M2M MARKET ENVIRONMENT
    • 1.1. M2M Module Costs
    • 1.2. M2M Module Subsidization
    • 1.3. M2M Connection ARPUs
    • 1.4. M2M Value Added Services
    • 1.5. Enterprise Mobilization
    • 1.6. Automotive: The "Connected" Car
    • 1.7. Smart Grid
    • 1.8. Home Automation and Security
  • 2. U.S. OPERATOR CONNECTION DISTRIBUTION ANALYSIS
    • 2.1. Verizon Wireless
    • 2.2. AT&T
    • 2.3. Sprint
    • 2.4. T-Mobile
    • 2.5. Operator Application Distribution
    • 2.6. Operator Air Interface Connection Distribution
  • 3. U.S. OPERATOR M2M OPERATIONS OUTLOOK AND RECOMMENDATIONS
    • 3.1. Market Share Predictions

Tables

  1. Cellular M2M Module ASPs, World Market, End User-basis Forecast: 2010 to 2018
  2. Cellular M2M Monthly Connection ARPU, World Market, Forecast: 2010 to 2018
  3. Verizon and AT&T M2M Connections by Application Market, United States: 2010 to 2012
  4. Sprint and T-Mobile M2M Connections by Application Market, United States: 2010 to 2012
  5. Verizon and AT&T M2M Connections by Network Air Interface Technology, United States: 2010 to 2012
  6. Sprint and T-Mobile M2M Connections by Network Air Interface Technology, United States: 2010 to 2012
  7. Verizon M2M Connections by Application Market, United States: 2010 to 2018
  8. AT&T M2M Connections by Application Market, United States: 2010 to 2018
  9. Sprint M2M Connections by Application Market, United States: 2010 to 2018
  10. T-Mobile M2M Connections by Application Market, United States: 2010 to 2018
Purchase

Research Information

Price
Starting at USD 4500
Publish Date
3Q 2013
Code
AN-1308
Research Type
Geographic Analysis Report
Pages
19