Berg Insight Report Catalogue

(1)

STRATEGIC RESEARCH SERIES

REPORT CATALOGUE

SERIES

OFFICE

Viktoriagatan 3

S-411 25 Gothenburg

Sweden

CUSTOMER SERVICE

Phone: (46) 31 711 30 91

E-mail: [email protected]

Web: www.berginsight.com

(2)

STRATEGIC RESEARCH SERIES

REPORT CATALOGUE

SERIES

Table of Contents

Wireless M2M Research Series

Fleet Management in Europe – 7th Edition

3

Fleet Management in the Americas – 2nd Edition

6

Retail Applications and Wireless M2M – 2nd Edition

9

The Global Wireless M2M Market – 4th Edition

12

Consumer Electronics and Wireless M2M – 2nd Edition

15

Container Tracking and Security

18

mHealth and Home Monitoring – 4th Edition

21

ITS in Public Transport

24

Smart Metering in North America and Asia-Pacific – 2nd Edition

27

Smart Metering in Europe – 8th Edition

30

Security Applications and Wireless M2M – 4th Edition

33

Smart Homes and Home Automation

36

Car Telematics and Wireless M2M – 5th Edition

39

LBS Research Series

Location-Based Advertising and Marketing

42

Mobile Navigation Services and Devices – 5th Edition

45

Mobile Location-Based Services – 6th Edition

48

LBS Platforms and Technologies – 3rd Edition

51

Mobile VAS Research Series

Mobile Advertising and Marketing – 5th Edition

54

The Mobile Application Market

57

Mobile Money in Emerging Markets

60

Next Generation Technology Research Series

Small Cells and Wi-Fi Offloading

63

Handset Connectivity Technologies – 3rd Edition

66

The Mobile Broadband Connectivity Market – 6th Edition

69

(3)

See inside for further details

Fleet Management

in Europe

Fleet management in Europe is the seventh consecutive report

from Berg Insight analysing the latest developments on the fleet

management market in this region.

This strategic research report from Berg Insight provides you with

150 pages of unique business intelligence, including 5-year industry

forecasts, expert commentary and real-life case studies on which to

base your business decisions.

Highlights from the seventh edition of this report:

Insights from 40 new executive interviews with market

leading companies.

New data on vehicle populations and commercial fleets in

Europe.

Comprehensive overview of the fleet management value

chain and key applications.

In-depth analysis of market trends and key developments.

Updated profiles of 67 aftermarket fleet management solution

providers.

Summary of OEM propositions from truck, trailer and

construction equipment brands.

Revised market forecasts lasting until 2016.

M2M Research Series

Berg Insight’s M2M Research Series

What are the key business opportunities in the emerging wireless M2M market? Berg Insight’s M2M Research Series is a unique series of market reports published on a quarterly basis. Each title offers detailed analysis of a specific vertical application area such as smart metering, fleet management or vehicle telematics. Once per year we also publish summaries of our research with detailed forecasts for the Global and European wireless M2M markets, respectively. www.berginsight.com

Order now!

Please visit our web site to order this report and find more information about our other titles at www.berginsight.com

(4)

This report answers the following questions:

Installed base of active fleet management units (EU27+2 2010–2016)

M2M Research Series

A second wave of market consolidation

anticipated for 2013

Fleet management is an ambiguous term used in reference to a wide range of solutions for different vehicle-related applications. Berg Insight’s definition of a fleet management solution is a vehicle-based system that incorporates data logging, satellite positioning and data communication to a backoffice application. The history of fleet management solutions goes back several decades. On-board vehicle computers first emerged in the 1980s and were soon connected to various satellite and terrestrial wireless networks. Today mobile networks can provide ubiquitous online connectivity at a reasonable cost and mobile computing technology delivers very high performance, as well as excellent usability. All of these components combined enable the delivery of vehicle management, transport management, driver management and mobile workforce management applications linking vehicles and enterprise IT systems. Commercial vehicle fleets play an essential role in the European econ-omy. According to official statistics there were 35.5 million commercial vehicles in use in EU23+2 in 2008. The 6.2 million medium and heavy trucks accounted for more than 75 percent of all inland transports, form-ing a € 250 billion industry. Approximately 0.7 million buses and coaches stood for 9.3 percent of all passenger kilometres. Last but not least, the greater part of the 28.6 million light commercial vehicles (LCV) in Europe was used by mobile workers and for activities such as distribution of goods and parcels.

Berg Insight is of the opinion that the European fleet management market has entered a growth period that will last for several years to come. Individual markets may however suffer temporary setbacks, depending on the local economic developments. The number of fleet management systems in active use is forecasted to grow at a compound annual growth rate of 17.9 percent from 2.5 million units at the end of 2011 to 5.7 million by 2016. The penetration rate in the total population of non-privately owned commercial vehicles is estimated to increase from 8.8 percent in 2011 to 20.1 percent in 2016.

A group of international aftermarket solution providers have emerged as the leaders on the European fleet management market. Masternaut is ranked as the largest player overall in terms of installed base with close to 250,000 units deployed, mainly in France and the UK. TomTom Busi-ness Solutions was the fastest growing vendor also in 2011 and has now surpassed 200,000 subscribers. Transics is number one in the

heavy trucks segment with an estimated 75,000 active units in-stalled. Other significant players include European companies such as Vehco, Navman Wireless, TRACKER and Trafficmaster and in-ternational players like Trimble and Qualcomm from the US and the South African telematics providers DigiCore and MiX Telematics. All major truck manufacturers on the European market offer OEM telem-atics solutions as a part of their product portfolio. Mercedes-Benz, Volvo and Scania launched their first products in the 1990s and followed by MAN in 2000, Renault Trucks in 2004, DAF Trucks in 2006 and Iveco in 2008. The products are all supporting the FMS standard and can gener-ally be deployed in mixed fleets even if some functionality can be brand-specific. A major trend in the past year has been the announcements of standard line fitment of fleet management solutions. Since the end of 2011, Scania is rolling out the Scania Communicator as standard on all European markets and includes a four year basic service subscription. The new generation of the Actros trucks from Mercedes-Benz contains the FleetBoard vehicle computer as standard in all EU27 countries since October 2011. Volvo is going in the same direction offering Dynafleet as standard in some markets. MAN TeleMatics is since July 2012 standard on the new truck model TGX EfficientLine including a 4-month trial for the service.

Nine major merger and acquisition activities took place in Europe during 2010 and the first half of 2011. In the past twelve months there has been a considerable slowdown of activities and no major events occurred. Berg Insight anticipates that a second wave of consolidation is likely to start in 2013. The latest transaction was done in June 2011 when Tran-sics acquired the European activities of CarrierWeb. Francisco Partners acquired Masternaut in April 2011 forming the leading player in Europe from the Masternaut and Cybit operations. Another acquisition was done by Vehco in Sweden that acquired Elomobile in France in March 2011. Trimble acquired Punch Telematix in July 2010 and DigiCore acquired in the same month Minorplanet in the UK along with the associated busi-nesses in the Netherlands, Belgium and Germany.

Is the European fleet management market back on a growth track after the economic crisis?

Will the FM industry consolidate further during 2012 and 2013?

What is the geographical and ownership structure of commercial vehicle fleets in Europe?

Who are the leading international and regional providers of aftermarket fleet management solutions in Europe?

What offerings are available from truck, trailer and construction equipment OEMs?

What impact will the launch of standard factory installed FM systems from the OEMs have on the market?

How will the commercial vehicle telematics industry evolve in the future?

0 1 2 3 4 5 6 2016 2015 2014 2013 2012 2011 2010 Million units Year

(5)

5.6 Qualcomm Enterprise Services 5.7 TomTom Business Solutions 5.8 Trafficmaster 5.9 Transics 5.10 Trimble 5.11 Vehco 6 Regional aftermarket solution providers 6.1 Benelux and France 6.1.1 Eliot 6.1.2 Fleetlogic 6.1.3 Geodynamics 6.1.4 GreenCat 6.1.5 IT Mobile 6.1.6 Micpoint 6.1.7 Novacom Europe 6.1.8 OCEAN

6.1.9 Orange Business Services 6.1.10 RAM Mobile Data 6.1.11 Traqueur

6.2 Germany and Central Europe 6.2.1 AutoGuard

6.2.2 CVS Mobile

6.2.3 ETA Automatizari Industriale 6.2.4 Euro Telematik 6.2.5 Falcom 6.2.6 Finder 6.2.7 Framelogic 6.2.8 IAV 6.2.9 Idem 6.2.10 Mireo 6.2.11 Mobile Objects 6.2.12 Sherlog Trace 6.2.13 Telargo 6.2.14 Yellowfox 6.3 The Mediterranean 6.3.1 Cefin Systems

6.3.2 Cobra Automotive Technologies 6.3.3 Coordina 6.3.4 Datatronics Mobility 6.3.5 Detector 6.3.6 Frotcom International 6.3.7 G4S Telematix 6.3.8 Inosat 6.3.9 Loqus 6.3.10 MobiVision 6.3.11 Tecmic 6.4 Nordic countries 6.4.1 Consafe Logistics 6.4.2 Fleet 101 6.4.3 Fleetech 6.4.4 GateHouse 6.4.5 Locus 6.4.6 PocketMobile 6.5 UK and Ireland 6.5.1 Aeromark 6.5.2 Blue Tree Systems 6.5.3 Celtrak 6.5.4 FleetMatics 6.5.5 GreenRoad 6.5.6 Isotrak 6.5.7 Lysanda 6.5.8 Matrix Telematics 6.5.9 Microlise 6.5.10 Quartix 6.5.11 TRACKER Network 6.5.12 Trakm8 6.5.13 Transpoco 6.5.14 Webtech Wireless Glossary

(6)

See inside for further details

Fleet Management

in the Americas

Fleet Management in the Americas is the second consecutive

report from Berg Insight analysing the latest developments on the

fleet management market in the Americas.

This strategic research report from Berg Insight provides you with

190 pages of unique business intelligence, including 5-year industry

forecasts, expert commentary and real-life case studies on which to

Highlights from this report:

Insights from 30 new executive interviews with market

leading companies.

Data on vehicle populations and commercial fleets in

Americas.

Comprehensive

overview of the fleet management value

chain and key applications.

In-depth analysis of market trends and key developments.

Updated profiles of 60 aftermarket fleet management solution

providers.

Summary of OEM propositions from truck and construction

equipment brands.

Revised

market forecasts lasting until 2016.

M2M Research Series

Order now!

(7)

Installed base of active fleet management units (Americas 2011–2016)

M2M Research Series

Automotive OEM activities and new

regulatory developments favour the fleet

management market in the Americas

Fleet management (FM) is an ambiguous term used in reference to a wide range of solutions for different vehicle-related applications. Berg Insight’s definition of an FM solution is a vehicle-based system that incorporates data logging, satellite positioning and data communication to a back-office application. The history of FM solutions goes back several decades. On-board vehicle computers first emerged in the 1980s and were soon connected to various satellite and terrestrial wireless networks. Today mobile networks can provide ubiquitous online connectivity in many regions at a reasonable cost and mobile computing technology delivers very high performance, as well as excellent usability. All of these compo-nents combined enable the delivery of vehicle management, transport management, driver management and mobile workforce management applications linking vehicles and enterprise IT systems.

Commercial vehicle fleets play an essential role in the economy both in North and Latin America. In North America, there are approximately 12.7 million GVW 3–8 commercial vehicles in use. An estimated 25.5 million GVW 1–2 vehicles are also owned by enterprises or public entities. In Latin America, the number of commercial vehicles in oper-ation is estimated to 21.9 million, out of which 5.9 million are heavy trucks and 16.0 million are light commercial vehicles. Berg Insight is of the opinion that the market for fleet management in the Americas is in a growth period which was temporarily slowed down by the financial downturn but will continue in the years to come. The advanced North American market will remain on a growth track, not the least driven by regulatory developments such as CSA and the forthcoming EOBR mandate. Latin America is coming from a lower degree of maturity in the utilisation of fleet management solutions and will also experience an increase in adoption. In many cases, an educational process may however be needed in order to increase the awareness among prospec-tive users about the potential that FM solutions have beyond mere security related features.

Berg Insight expects the market for fleet management to continue to show healthy growth in 2012. In North America, the number of fleet management systems in active use is forecasted to grow at a compound annual growth rate (CAGR) of 15.9 percent from 2.8 million units in 2011 to 5.9 million units by 2016. The penetration rate in the total population

of non-privately owned commercial vehicles is estimated to increase from 7.9 percent in 2011 to 16.4 percent in 2016. In Latin America, the number of fleet management systems in use is projected to increase from 1.3 million units in 2011, growing at a CAGR of 16.6 percent to reach 2.8 million units in 2016. The penetration rate among non-privately owned commercial vehicles in the region is estimated to increase from 5.9 percent in 2011 to 12.8 percent in 2016.

The market leaders on the fleet management market in the Americas include a range of different actors. Qualcomm Enterprise Services is ranked as the largest player, with an estimated total installed base of approximately 450,000 units in North and Latin America. The company’s solutions are targeted at heavy trucks, where the main competitors in North America include Xata and PeopleNet. Trimble which previously mainly focused on service fleets now has a total installed base of 360,000 units following the acquisition of PeopleNet. Other actors focus-ing on service fleets include FleetMatics, Networkfleet, NexTraq and Wireless Matrix. Several actors also have a broader market scope, cover-ing both light and heavy vehicles. Examples include Telogis, Teletrac, Zonar Systems and Webtech Wireless. Major Brazilian providers include Autotrac, Zatix and OnixSat, each having estimated installed bases in the range of 50,000–85,000 units. Other notable actors in Latin America include Copiloto Satelital and Grupo UDA in Mexico, Satrack in Colombia, and Tastets System and Wisetrack in Chile, each holding important positions in their respective countries.

Most commercial vehicle manufacturers active in the Americas offer OEM telematics solutions – either independently or in partnership with established FM providers – with examples such as Volvo Link and Ford Crew Chief on the US market. Hino Insight was announced in 2011, as was Virtual Technician for Daimler’s Freightliner and Western Star trucks. Paccar’s TruckerLink service was also introduced during the year. Daimler’s FleetBoard and Volvo’s Dynafleet have moreover been launched in Brazil, while Scania Fleet Management is rolled out in Latin America. MAN Latin America offers the Volksnet solution and Iveco has further developed the system Frota Fácil. FM solutions from OEMs have not yet been particularly successful in the Americas, but are expected to increase in importance in the coming years.

Will the FM industry consolidate further during 2012? How has the economic crisis affected the market for

fleet management solutions in the Americas? What is the geographical structure of commercial

vehicle fleets in the Americas?

Who are the leading international and regional providers of aftermarket fleet management solutions in the Americas?

What offerings are available from truck and construction equipment OEMs?

How will the regulatory developments in the Americas affect the fleet management industry?

What differences are there between the North and Latin American markets?

How will the commercial vehicle telematics industry evolve in the future?

0 1 2 3 4 5 6 2016 2015 2014 2013 2012 2011 Million units

North America Latin America

(8)

See inside for further details

Retail Applications

and Wireless M2M

Retail Applications and Wireless M2M is the second consecutive

report from Berg Insight that gives first-hand insights into the

adoption of wireless connectivity in the vending, parking, ticketing,

ATM and POS terminal markets.

This strategic research report from Berg Insight provides you with

150 pages of unique business intelligence including 5-year industry

forecasts and expert commentary on which to base your business

decisions.

Highlights from the second edition of the report:

Insights from 40 new executive interviews with market leading

companies.

Overview of the payment, vending, parking, transport ticketing

and ATM industries.

Summary of industry trends and developments in each vertical

market segment.

Updated in-depth profiles of 77 key players in the retail industry.

Reviews of vendor market shares and competitive dynamics.

Perspectives on the impact of emerging mobile payment

services.

Extensive global and regional market forecasts lasting until 2017.

M2M Research Series

Order now!

(10)

Cellular M2M network connections in the retail industry (World 2011–2017)

M2M Research Series

Cellular M2M connections in the retail

industry surpassed 10 million in 2011

The retail industry is an important vertical for cellular M2M connectivity with 10.3 million cellular connections today and a potential market size of nearly 80 million POS terminals, ATMs, vending machines, parking meters and fare collection devices worldwide. Berg Insight forecasts that the number of cellular M2M connections in the retail industry will grow at a compound annual growth rate (CAGR) of 21.6 percent to reach 33.2 million connections worldwide in 2017. Shipments of cel-lular M2M devices will at the same time increase at a CAGR of 10.7 percent from 5.2 million units in 2011 to 9.6 million units in 2017. Cellular M2M technology enables devices such as POS terminals and ATMs to be used at new locations where fixed line connectivity is unavailable or impractical. The technology has a more transformational effect on markets such as vending and parking, where machine operators need to reorganize their operations in order to benefit from the availability of real-time information.

Wireless connectivity has become a very popular option for POS termi-nals and was incorporated in nearly one third of the devices shipped in 2011. Berg Insight forecasts that the installed base of cellular POS terminals will grow at a CAGR of 21.4 percent between 2011 and 2017 to reach 29.4 million units worldwide in 2017. In 2011, approximately one third of the installed cellular POS terminals globally were in use in Europe or North America. Berg Insight anticipates that this share will decline to less than one fifth by 2017, as emerging markets continue to account for the vast majority of market growth and retain higher attach rates for cellular connectivity.

Berg Insight estimates that 24 percent of the ATMs in North America and 5–10 percent of the ATMs in Europe were connected to cellular net-works in 2011. Wireless M2M is especially relevant for ATMs installed at off-site locations as it offers greater flexibility, shorter deployment times and competitive connectivity fees compared to fixed line alternatives. Berg Insight forecasts that the number of wirelessly connected ATMs in the US and Canada will grow at a CAGR of 12.4 percent to reach 0.22 million units by 2017. The number of wirelessly connected ATMs in Eu-rope are similarly projected to grow at a CAGR of 14.9 percent to reach 0.10 million units in 2017.

The installed base of vending telemetry devices in North America reached an estimated 0.25 million units at the end of 2011, whereas the corresponding figure for Europe was 75,000 units. The vend-ing telemetry market is however still in its infancy in both Europe and North America, as penetration rates are at 2.0 percent and 3.6 percent respectively. Berg Insight expects the adoption rates to accelerate in both North America and Europe during the next few years, resulting in compound annual growth rates in the range of 25–30 percent for both regions. Consequently, the installed base of vending telemetry devices in North America is projected to reach 1.0 million units by 2017, whereas the installed base in Europe is forecasted to reach 0.32 million units in the same year.

The parking industry has been one of the earliest adopters of M2M communication technology and today approximately 39 percent of the world’s 0.42 million multi-space meters are connected, primarily to cel-lular networks. Connectivity has in contrast to this only recently become an optional feature in single-space meters, and today only 3 percent of the world’s 3.2 million single-space meters are connected. Berg Insight anticipates that connectivity will eventually be incorporated in all parking meters. Berg Insight forecasts that 69 percent of the world’s 0.54 million multi-space meters will have be connected in 2017, whereas 18 percent of the world’s 2.75 million single-space meters will be connected in the same year.

Cellular connectivity is incorporated in an estimated 0.1 million fare collection devices worldwide today, such as on-board ticket vending machines, stationary vending machines and handheld ticket sales ter-minals. Berg Insight anticipates that the market potential for cellular con-nectivity in public transport will expand as account-based fare collection systems gain ground and increase the need for real-time communica-tion. However, the number of fare collection devices that incorporate cel-lular connectivity is likely to remain relatively modest, as many fare col-lection devices can share a communication line with other equipment.

What is the potential market size for wireless M2M communication in the retail industry?

Which are the key applications that offer sizable business opportunities?

Which trends and developments are shaping each vertical market segment?

Which are the leading providers of vending telemetry solutions?

When will demand for vending telemetry solutions accelerate in Europe and North America? How is the market for wireless ATM connectivity

solutions developing?

Which are the leading providers of connected parking meters?

What is the attach rate for cellular connectivity in POS terminals by region?

How is the market for public transport fare collection systems evolving? 0 5 10 15 20 25 30 35 2017 2016 2015 2014 2013 2012 2011 Million connections Year

(11)

1.4 ATM manufacturers and connectivity solution providers 1.4.1 Contour Networks 1.4.2 Diebold 1.4.3 Digi International 1.4.4 DPL Group 1.4.5 NCR 1.4.6 OptConnect 1.4.7 Triton 1.4.8 Wincor Nixdorf 2 Vending machines 2.1 Vending industry players 2.1.1 Vending technology providers 2.1.2 Vending machine manufacturers 2.1.3 Product suppliers

2.1.4 Vending operators 2.2 Payment systems

2.2.1 Coin mechanisms and bill validators 2.2.2 Cashless payments

2.2.3 Mobile phone payments and NFC 2.3 Vending telemetry

2.3.1 Remote monitoring of vending machines

2.3.2 Vending telemetry in Europe 2.3.3 Vending telemetry in North America

2.4 Vending telemetry solution providers 2.4.1 Allomachines 2.4.2 Apriva 2.4.3 BiTX 2.4.4 Cantaloupe Systems 2.4.5 Coinco 2.4.6 cStar Technologies 2.4.7 Mecsel 2.4.8 MEI 2.4.9 Microtronic 2.4.10 Nayax 2.4.11 Smarcom 2.4.12 USA Technologies 2.4.13 Vendon 2.4.14 VendScreen 2.4.15 Vianet

2.5 Vending machine manufacturers 2.5.1 Automated Merchandising Systems 2.5.2 Azkoyen Group

2.5.3 Bianchi Vending Group 2.5.4 Crane

2.5.5 Deutsche Wurlitzer 2.5.6 FAS International 2.5.7 Fastcorp 2.5.8 Jofemar

2.5.9 N&W Global Vending 2.5.10 Rheavendors Group 2.5.11 Royal Vendors 2.5.12 SandenVendo 2.5.13 Seaga 2.5.14 Sielaff 2.5.15 Westomatic 2.5.16 Wittern Group 2.6 Vending operators 2.6.1 Aramark 2.6.2 Autobar Group

2.6.3 Canteen Vending Services 2.6.4 Selecta

2.6.5 Sodexo

3 Parking meters 3.1 The parking industry 3.1.1 Parking industry players

3.1.2 Single-space and multi-space meters in Europe and North America 3.1.3 Pay-by-phone parking

3.2 Connected parking meters 3.2.1 Mobile data communication solutions

for parking meters

3.2.2 Connected multi-space parking meters 3.2.3 Connected single-space parking

meters

3.3 Parking solution vendor profiles

3.3.1 Cale Access

3.3.2 Digital Payment Technologies 3.3.3 Duncan Solutions 3.3.4 Hectronic 3.3.5 IPS Group 3.3.6 MacKay Meters 3.3.7 Metric 3.3.8 Parkare Group 3.3.9 Parkeon 3.3.10 POM 3.3.11 Siemens

3.4 Private parking operators 4 Public transport ticketing 4.1 Modal split of passenger transport 4.2 Bus and rail fleets

4.3 Fare collection systems 4.3.1 Fare payment

4.3.2 Fare collection devices 4.3.3 Installed base

4.3.4 Mobile data communication solutions 4.4 Fare collection system vendors 4.4.1 Cubic Transportation Systems 4.4.2 Scheidt & Bachmann 4.4.3 Thales

4.4.4 Vix

4.4.5 Xerox Transportation Solutions 4.4.6 Almex

4.4.7 FARA 4.4.8 Indra 4.4.9 INIT 4.4.10 IVU

5 Forecasts and conclusions 5.1 Wireless M2M in the retail industry 5.1.1 Cellular M2M device shipments 5.1.2 Cellular M2M network connections

5.2 POS terminals

5.2.1 Market developments and trends 5.2.2 Cellular POS terminal market forecast 5.2.3 NFC POS terminal market forecast

5.3 ATMs

5.3.1 Market developments and trends 5.3.2 ATM connectivity market forecast

5.4 Vending machines

5.4.1 Market developments and trends 5.4.2 North American vending telemetry

market forecast

5.4.3 European vending telemetry market forecast

5.5 Parking meters

5.5.1 Market developments and trends 5.5.2 Connected multi-space parking meter

market forecast

5.5.3 Connected single-space parking meter market forecast

5.6 Public transport ticketing 5.6.1 Market developments and trends 5.6.2 Market forecast

(12)

See inside for further details

The Global Wireless

M2M Market

The Global Wireless M2M Market is the fourth

consecutive report analysing the latest market

developments in all regions of the world.

This strategic research report from Berg Insight

provides you with 220 pages of unique business

intelligence including 5-year industry forecasts

and expert commentary on which to base your

business decisions.

Highlights from the fourth edition of the

report:

360-degree

overview of the M2M ecosystem.

Updated

profiles of the main suppliers of wireless

M2M modules and software platforms.

Reviews

of the M2M strategies of leading mobile

operators.

Summary

of industry trends in key vertical market

segments.

Statistical data

on M2M adoption in major regions

and industries.

Extensive

global and regional market forecasts

lasting until 2016.

M2M Research Series

Order now!

(13)

Cellular M2M network connections (World 2010 -2016)

M2M Research Series

What’s next for the wireless M2M

market after reaching 100 million

subscribers?

The global wireless M2M market was strong in 2011, displaying growth in all major world regions and vertical segments. Berg Insight estimates that shipments of cellular M2M devices increased by 35.3 percent to a new record level of 50.8 million units. Adjusted for churn, this resulted in net additions of 29.3 million M2M connections in 2011, taking the world-wide number of cellular M2M subscribers to an estimated 108.0 million. Until 2016, Berg Insight forecasts that shipments of cellular M2M de-vices are forecasted to grow at a compound annual growth rate (CAGR) of 24.6 percent to reach 152.2 million units. Due to the wide adoption of wireless M2M technology across many industries, a substantial share of M2M device shipments is now generated from replacement sales. As a result the net increase of M2M subscribers will be substantially lower than M2M device shipments. Berg Insight forecasts that the number of cellular M2M connections will grow at a compound annual growth rate (CAGR) of 27.2 percent between 2011 and 2016 to reach 359.3 million at the end of the period.

The most significant market development in 2011 was a major break-through for cellular M2M communication in Asia-Pacific. The number of M2M subscribers in the region increased by 64 percent to reach ap-proximately 34.5 million at the year-end, fuelled by massive growth in China that almost doubled its cellular M2M subscriber base to approxi-mately 21 million. North America and Europe recorded annual growth rates of around 26 percent each. At the end of 2011, the number of M2M subscribers in the EU and the US was around 30 million and 27 mil-lion respectively. Other world regions accounted for around 20 percent of the global cellular M2M subscriber base in 2011. Latin America had an estimated 6.6 million M2M subscribers, with Brazil being the most advanced country. South Asia and Southeast Asia were in a very early phase of adoption with few M2M subscribers in major countries such as India and Indonesia. The Middle East & Africa market was dominated by South Africa and Turkey, which had in excess of 1 million M2M sub-scribers each.

A sweeping change has transformed the wireless modules industry in the past years. The familiar brand names Siemens, Wavecom, Motorola and Enfora have disappeared and new players such as Sierra Wireless and Gemalto are now in charge of developments. Chinese vendors

have taken over the domestic market and some of them are start-ing on international expansion. Despite a consolidation among Western vendors, average selling prices for wireless modules continue to decline and as a result industry revenues have been declining in the past years. Well executed transformational strategies will be the key to success for wireless module vendors in the years to come. Extended value proposi-tions, product innovation and more mergers and acquisitions are some of the things to expect. Meanwhile software and system solutions has emerged as the fastest growing segment in the M2M industry. Increas-ingly advanced large-scale M2M applications require advanced service enablement platforms that integrate remote devices, mobile networks and enterprise applications. A wide range of players are attracted by the market opportunities in the space, most of them having backgrounds in embedded solutions, telecom OSS/BSS systems or enterprise ap-plication platforms.

Mobile operators all over the world have announced initiatives for driving growth in the wireless M2M market over the past years. The first results are now visible through rapidly increasing numbers of M2M subscribers and higher revenues. Berg Insight estimates that the world’s ten largest telecom operators by revenues had 68.2 million M2M subscribers at the end of 2011, an increase of around 38 percent year-on-year. Around 3.4 percent of their aggregated base of 2.0 billion mobile subscribers was M2M devices. China Mobile is believed to have emerged as the world’s largest provider of M2M connectivity during 2011, with an estimated 14 million subscribers at the year-end. AT&T established a clear leader-ship in the US with 13.1 million M2M subscribers, up 40 percent year-on-year. Meanwhile Verizon Wireless’ M2M subscriber base increased modestly to around 8.6 million. Vodafone held the number three spot with approximately 9 million M2M connections, ahead of T-Mobile and Telefónica, which ended the year with around 6–8 million M2M connec-tions each. China Telecom entered the top ten with around 4.5 million M2M subscribers, racing ahead of Telenor, Sprint and Orange at 2.5–3.5 million connections each.

How will the global wireless M2M market evolve over the next five years?

What are the main drivers behind growth in Europe and North America?

What is the status of M2M in emerging markets? Which vertical market segments will be most

important for driving future growth?

What are the leading global mobile operators’ strategies for the M2M market?

How are SIM technology vendors positioning themselves in M2M?

How will the emergence of wirelessly enabled consumer electronics change the market? Which are the leading providers of M2M service

delivery and application platforms?

0 50 100 150 200 250 300 350 400 2016 2015 2014 2013 2012 2011 2010 Million connections Year

(14)

3.1 Europe and International 3.1.1 Vodafone 3.1.2 Deutsche Telekom 3.1.3 Telefónica 3.1.4 Orange 3.1.5 Telenor 3.1.6 Everything Everywhere 3.1.7 KPN 3.1.8 SFR 3.1.9 Swisscom 3.1.10 Telecom Italia 3.1.11 Telekom Austria 3.1.12 TeliaSonera 3.1.13 Turkcell 3.1.14 M2M communication aggregators 3.1.15 CDMA450 and alternative wireless

network operators 3.2 The Americas 3.2.1 AT&T 3.2.2 Verizon Communications 3.2.3 Sprint 3.2.4 T-Mobile USA 3.2.5 América Móvil 3.2.6 M2M communication aggregators 3.2.7 Satellite network operators

3.3 Asia-Pacific 3.3.1 China Mobile 3.3.2 China Telecom 3.3.3 China Unicom 3.3.4 NTT DoCoMo 3.3.5 KDDI 3.3.6 Softbank 3.3.7 SingTel 3.4 Industry analysis

3.4.1 Global M2M trend in the mobile operator community

3.4.2 Creating value-added M2M propositions

3.4.3 Providing international coverage 3.4.4 Enabling consumer M2M applications 3.4.5 Migrating to 3G/4G networks 3.4.6 Strategic options for mobile operators

in M2M

4 Key vertical markets

4.1 OEM automotive 4.1.1 Automotive industry trends 4.1.2 OEM telematics offerings 4.1.3 Regional market trends

4.2 Aftermarket automotive 4.2.1 Key industry players 4.2.2 Enterprise solutions – fleet

management

4.2.3 Consumer solutions – SVT and financial services

4.2.4 Government solutions – vehicle tax collection

4.3 Smart grids and intelligent metering 4.3.1 Energy meters

4.3.2 Smart metering initiatives 4.3.3 C&I and grid meters

4.3.4 Mobile communication technologies and smart grid and metering networks 4.4 Fixed wireless communication 4.4.1 POS-terminals 4.4.2 Security alarms 4.5 Consumer electronics 4.5.1 Media 4.5.2 Automotive 4.5.3 Healthcare

5 Market analysis and forecasts

5.1 Global market 5.1.1 Devices 5.1.2 Network connectivity 5.1.3 Vertical markets 5.1.4 Technology standards 5.2 Europe 5.3 North America 5.4 Latin America 5.5 Asia-Pacific 5.6 Middle East & Africa

(15)

See inside for further details

Consumer Electronics

and Wireless M2M

Consumer Electronics and Wireless M2M is the

second consecutive report from Berg Insight analysing

the latest trends on the worldwide market for embedded

cellular connectivity in consumer devices.

This strategic research report from Berg Insight provides

you with 130 pages of unique business intelligence

including 5-year industry forecasts and expert

commentary on which to base your business decisions.

This report will allow you to:

Understand

the key enablers for growth in the

connected consumer device market.

Identify

key players in the connected consumer device

ecosystem.

Benefit

from detailed forecasts for eight different device

categories until 2016.

Learn

about the dynamics of the consumer electronics

market in Europe, North America and ROW.

Evaluate

the business opportunities in the emerging

connected consumer device segment.

Predict

future market and technology developments.

M2M Research Series

What are the key business opportunities in the emerging wireless M2M market? Berg Insight’s M2M Research Series is a unique series of market reports published on a quarterly basis. Each title offers detailed analysis of a specific vertical application area such as smart metering, fleet management or vehicle telematics. Once per year we also publish summaries of our research with detailed forecasts for the Global and European wireless M2M markets, respectively.

www.berginsight.com

Order now!

(16)

Annual shipments of consumer M2M devices with embedded cellular connectivity, million units (World 2010–2016)

M2M Research Series

Consumer M2M market ready for

takeoff – 65 million connections in 2016

The consumer electronics market has experienced an incredible growth during the digitalisation era in the last decade. Today, dedicated de-vices such as PNDs, digital cameras, handheld gaming consoles and PMPs are facing fierce competition from converged multipurpose de-vices such as smartphones and tablets. Mobility, connectivity and per-sonalisation are three of the most important current trends within con-sumer electronics. Instant access to information, using social networks and consuming and sharing media are becoming important parts of people’s digital lifestyles. Due to maturing markets and stunted ARPU growth, mobile operators all over the world are showing increasing inter-est in the consumer electronics market. The growing desire for people to stay connected makes wireless consumer devices an opportunity for the telecom industry to expand their market beyond mobile handsets. Consumer electronics has emerged as a new major application cat-egory for cellular M2M in the past years. Consumer M2M devices are neither classified as handsets, PCs, tablets nor traditional M2M devic-es. The product category includes e-readers, portable media players, gaming consoles, digital cameras, digital photo frames, PNDs, traffic information devices, personal tracking devices, wellness & fitness de-vices and user programmable sensor dede-vices. The reasons for cellular connectivity vary and are often a way to meet the needs for connected features introduced in multipurpose devices. Media and entertainment devices can offer instant distribution of digital content. Imaging devices enable instant media sharing on social networks and seamless usage of cloud storage services. Personal navigation devices and speed camera warning devices can provide users with real time traffic information and other dynamic online content. Personal tracking devices and wellness products enable remote monitoring of sensor statuses such as location, blood pressure and glucose levels. Fitness applications allow for mobil-ity that often is a necessmobil-ity in these types of products.

The market for consumer M2M devices is still in its early stage. Until now, the most connected device categories are e-readers, PNDs, digital photo frames and handheld gaming consoles such as the recently intro-duced Sony PlayStation Vita. Berg Insight estimates that total shipments of consumer M2M devices reached 7.1 million devices in 2011. Growing at a compound annual growth rate of 39.8 percent, the shipments are expected to reach 37.9 million devices in 2016. Berg Insight estimates that the number of connected M2M consumer devices reached

12.7 million at the end of 2011. Growing at a compound annual growth rate of 38.6 percent, the number of network connections from consumer M2M devices are expected to reach 65.0 million in 2016. E-readers, PNDs, digital cameras and handheld gaming consoles will then be the most common consumer M2M devices accounting for 45 percent, 32 percent, 8 percent and 6 percent respectively of the total number of con-nections.

North America is currently the most important market for consumer M2M devices and accounted for about 5 million of the total device shipments in 2011. The second largest market is Europe with 1.7 million device shipments followed by the rest of world with 0.5 million device ship-ments. Berg Insight anticipates that North America will remain the larg-est region with a market share of 40 percent in 2016. Europe and the rest of world will account for 30 percent each of the connected device shipments in the same year.

Continuously decreasing prices of cellular modules and chipsets are key developments for growth in the connectivity market. The deployments of high-speed cellular networks such as HSPA+ and LTE on most markets are another important driver enabling bandwidth-hungry applications. The exploding sales of connected mobile broadband products such as tablets further illustrates the benefits of cellular connectivity and will increase the demand for other consumer M2M devices as well. The tel-ecom industry is depending on multiple connections per user for growth but to make it attractive for consumers to have multiple devices with cel-lular connections, a great deal of business model innovation is required. In order for the consumer M2M market to take off, price on mobile data has to decrease and subscription fees for every single connection need to be lowered. Instead, more consumers would be willing to have mul-tiple connections, which will allow for an increased total ARPU. Device vendors and network operators are also advised to focus on bundling compelling services and products that include the price of mobile data instead of marketing actual mobile data subscriptions.

Which consumer devices offer the best potential for embedded cellular connectivity?

What are the main drivers behind growth in Europe, North America and ROW?

When will cellular connectivity be a common option in consumer devices?

What are the experiences from adding cellular connectivity to consumer devices so far?

How will the global consumer device market evolve over the next five years?

In what ways will LTE impact the consumer M2M device market?

How can the mobile industry contribute to the adoption of wireless technology in consumer electronics?

Which are the leading manufacturers of consumer electronics products? 0 5 10 15 20 25 30 35 40 2016 2015 2014 2013 2012 2011 2010 Million units Year

(17)

See inside for further details

Container Tracking

and Security

Container Tracking and Security

is a comprehensive report

from Berg Insight analysing the latest developments on the

container tracking and security market worldwide.

This strategic research report from Berg Insight provides you

with 100 pages of unique business intelligence including

5-year industry forecasts and expert commentary to base

your business decisions.

Insights

from 35 new executive interviews with market

leading companies.

Comprehensive

overview of the container tracking value

chain and key applications.

In-depth

analysis of market trends and key developments.

Summary

of major container tracking initiatives from the

EU and the US.

Updated

profiles of 42 container tracking solution providers.

Market

forecasts lasting until 2016.

M2M Research Series

What are the key business opportunities in the emerging wireless M2M market? Berg Insight’s M2M Research Series is a unique series of market reports published on a quarterly basis. Each title offers detailed analysis of a specific vertical application area such as smart metering, fleet management or vehicle telematics. Once per year we also publish summaries of our research with detailed forecasts for the Global and European wireless M2M markets, respectively.

www.berginsight.com

Order now!

Please visit our web site to order this report and find more information about our other titles at www.berginsight.com

(19)

Installed base of active container tracking units (World 2010–2016)

M2M Research Series

Adoption of container tracking will

accelerate in the coming years

Shipping container tracking is a subset of asset tracking and aims at securing assets and increase operational efficiency. Berg Insight’s definition of a real-time container tracking solution is a system that incorporates data logging, satellite positioning and data communi-cation to a back-office applicommuni-cation. Tracking and monitoring of ship-ping containers came in focus after 9/11. Many companies saw an opportunity and started ambitious container tracking projects. How-ever, neither the technology nor the market was ready at the time. Today, mobile and satellite networks can provide ubiquitous online connectivity at a reasonable cost and mobile computing and sensor technology delivers high performance, as well as excellent usability. All of these components combined enable the delivery of supply chain management, security management and operations manage-ment applications linking containers and enterprise IT systems. Intermodal shipping containers are standardised, reusable contain-ers used in intermodal transport systems worldwide. Container trade is the fastest growing segment in seaborne trade, having grown nearly 10 percent annually since the 1980s. Maritime transporta-tion and the increased containerisatransporta-tion of goods are key enablers to make the global supply chain work efficiently. Today, more than 80 percent of international trade goods are carried by sea. At the end of 2011, there were approximately 20 million cargo containers worldwide, the equivalent of 30 million TEUs.

Berg Insight is of the opinion that the market for shipping container tracking solutions has entered a growth period that will last for sev-eral years to come. The number of tracking systems with GPRS or satellite communication for intermodal containers in active use is forecasted to grow at a compound annual growth rate of 66.9 per-cent from 77,000 units at the end of 2011 to 1.0 million by 2016. The penetration rate of remote tracking systems in the total population of intermodal containers is estimated to increase from 0.4 percent in 2011 to 3.6 percent in 2016. Aftermarket solutions mounted on high value cargo and refrigerated containers will be the first use cases to adopt container tracking.

The US satellite communication provider Orbcomm has after the recent acquisitions of StarTrak and PAR LMS emerged as the larg-est vendor of intermodal container tracking solutions with GPRS or satellite communication. The company had achieved an installed

base of 15,000 units at the end of 2011. PearTrack Systems and Qualcomm Enterprise Services are the second and third largest providers having 10,000 and 7,000 systems installed on intermo-dal containers respectively. Honeywell Global Tracking is the fourth largest system provider after the acquisition of EMS Global Track-ing. Other significant players include ID Systems, Telular and Cu-bic GTS from the US, Pointer Telocation from Israel and EPSa and Global Tracking Technology from Europe. Most players have gen-erally a broader market scope than maritime shipping containers, covering all types of asset tracking. CSB Technology, Kirsen Glo-bal Security and Starcom Systems are examples of vendors with products specifically developed for intermodal shipping containers. There has been a consolidation trend in the container tracking mar-ket in the past two years with several major M&A activities. Fran-cisco Partners acquired Cybit in January 2010 in a deal worth about € 28 million. This deal was later followed by the acquisition of Mas-ternaut in April 2011. ID Systems further acquired GE’s Asset Intel-ligence division, a leading international provider of trailer tracking solutions. In May 2010, Cubic acquired Impeva Labs and formed Cubic Global Tracking Solutions. Orbcomm acquired StarTrak in May 2011, followed by the acquisition of PAR LMS in December 2011 in a deal worth about US$ 10 million. EMS Global Tracking was acquired by Honeywell in August 2011, which formed the new business unit Honeywell Global Tracking. The latest transaction was done in December 2011 when Telular acquired asset tracking spe-cialist SkyBitz for US$ 42 million.

Berg insight anticipates that there will be a continued strong focus on container transport security and increased supply chain visibility in the coming years which will favour the container tracking market. Tracking solutions can help transportation chain stakeholders to comply with regulations and security programs as well as increase the transportation efficiency. Proving the commercial value, finding efficient solutions for reverse logistics and bringing down hardware prices are key components to increase the adoption rate for con-tainer tracking solutions.

Which are the leading providers of container tracking solutions?

What offerings are available from device vendors and service providers?

What impact will international regulations and security initiatives have on the market?

What are the key drivers behind the adoption of container tracking devices?

How is the global economy affecting the market for container tracking?

What impact will technology advancements have on the market?

How will the container telematics industry evolve in the future? 0 200 000 400 000 600 000 800 000 1 000 000 2016 2015 2014 2013 2012 2011 2010 Units Year

(20)

See inside for further details

mHealth and

Home Monitoring

mHealth and Home Monitoring is the fourth consecutive

report from Berg Insight that gives first-hand insights into the

adoption of wireless solutions for health monitoring.

This strategic research report from Berg Insight provides you

with 200 pages of unique business intelligence including

5-year industry forecasts and expert commentary on which to

This report will allow you to:

Profit from 30 new executive interviews with market

leading companies.

Identify key players in the healthcare monitoring

ecosystem.

Learn about key home health monitoring devices and

services.

Understand the dynamics of the health monitoring market

in Europe and North America.

Comprehend how wireless technology can become

seamlessly integrated with medical devices.

Evaluate the business opportunities in the emerging

mHealth segment.

Predict future market and technology developments.

M2M Research Series

What are the key business opportunities in the emerging European wireless M2M market? Berg Insight’s M2M Research Series is a unique series of market reports published on a quarterly basis. Each title offers detailed analysis of a specific vertical application area such as smart metering, fleet management or vehicle telematics. Once per year we also publish summaries of our research with detailed forecasts for the Global and European wireless M2M markets, respectively.

www.berginsight.com

Order now!

(22)

Home health monitoring connections, million units (World 2010–2016)

M2M Research Series

2.2 million patients worldwide are

remotely monitored today

eHealth is a term for healthcare practice supported by electronic processes and communication. More recently, mHealth has begun to appear as a term for eHealth using mobile phones or cellular networks. mHealth is a very broad term that p

Berg Insight Report Catalogue

STRATEGIC RESEARCH SERIES

REPORT CATALOGUE

mHealth and Home Monitoring – 4th Edition

Location-Based Advertising and Marketing

Next Generation Technology Research Series

management market in this region.

Insights from 40 new executive interviews with market

providers.

Order now!

A second wave of market consolidation

Table of Contents

Executive summary

2.2 Vehicle management

2.6 Business models

3.4 Future industry trends

5.2 Garmin and partners 5.3 Masternaut 5.4 MiX Telematics 5.5 Navman Wireless

See inside for further details

190 pages of unique business intelligence, including 5-year industry

Americas.

equipment brands.

Order now!

Automotive OEM activities and new

Table of Contents

1 Commercial vehicle fleets in the Americas

2.1 Fleet management infrastructure

2.5 Regulatory compliance and reporting

3.2 Market drivers and barriers

5.2 Garmin and partners 5.3 MiX Telematics 5.4 Navman Wireless

See inside for further details

This strategic research report from Berg Insight provides you with

Overview of the payment, vending, parking, transport ticketing

services.

Order now!

Cellular M2M connections in the retail

Table of Contents

3.3 Parking solution vendor profiles

5.2 POS terminals

5.5 Parking meters

See inside for further details

intelligence including 5-year industry forecasts

operators.

Order now!

market after reaching 100 million

Table of Contents

1 Introduction to wireless M2M

2.2 Mobile security and SIM solution vendors

3 M2M communication providers

4 Key vertical markets

5 Market analysis and forecasts

See inside for further details

you with 130 pages of unique business intelligence

ecosystem.

Predict

www.berginsight.com

Order now!

Consumer M2M market ready for

Table of Contents

1 Introduction to consumer electronics and wireless M2M

2 Media and entertainment

3 Imaging

devices

5.3 Market forecasts – Media and entertainment

6 Consumer device vendors

7 Telecom industry players

See inside for further details

with 100 pages of unique business intelligence including

chain and key applications.

www.berginsight.com

Order now!

Adoption of container tracking will

Table of Contents

2.3 Security management

2.7 Business models

3.4 Future industry trends 4 Maritime container tracking vendors 4.1 Astrium 4.2 CSB Technologies 4.3 EPSa 4.4 European Datacomm 4.5 Global Tracking Technology 4.6 Globe Tracker

5.9 Orbcomm (StarTrak, PAR LMS) 5.10 Pointer Telocation

See inside for further details

with 200 pages of unique business intelligence including

ecosystem.

mHealth segment.