Berg Insight Report Catalogue

STRATEGIC RESEARCH SERIES REPORT CATALOGUE

SERIES

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STRATEGIC RESEARCH SERIES REPORT CATALOGUE

SERIES

Table of Contents

Wireless M2M Research Series

Smart Metering in Europe – 8th Edition 3

Smart Homes and Home Automation 6

Security Applications and Wireless M2M – 4th Edition 9

Fleet Management in Europe 12

Fleet Management in the Americas 15

Emerging Wireless Consumer Devices 18

mHealth and Home Monitoring – 3rd Edition 21

The Global Wireless M2M Market – 3rd Edition 24

Car Telematics and Wireless M2M – 5th Edition 27

Smart Metering in North America and Asia-Pacific 30

The European Wireless M2M Market – 3rd Edition 33

LBS Research Series

Personal Navigation Devices – 4th Edition 36

Mobile Navigation Services – 4th Edition 39

LBS Platforms and Technologies – 2nd Edition 42

Mobile Location-Based Services – 5th Edition 45

GPS and Mobile Handsets – 4th Edition 48

Mobile VAS Research Series

Mobile Money in Emerging Markets 51

Mobile Advertising and Marketing – 4th Edition 54

Mobile Banking and Payments – 2nd Edition 57

Mobile Entertainment Services 60

Next Generation Technology Research Series

Handset Connectivity Technologies – 2nd Edition 63

Smartphone Markets and Technologies – 2nd Edition 66

The Mobile Broadband Connectivity Market 69

See inside for further details

Smart Metering in Europe

Smart Metering in Europe is the eighth consecutive report from Berg Insight analysing the latest developments for smart metering in Europe.

This strategic research report from Berg Insight provides you with over 220 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 eighth edition of the report: Case studies of smart metering projects by the leading

energy groups in Europe.

In-depth market profiles of nineteen countries in Europe.

Status updates on the development of smart grid and communication technology.

Updated profiles of the key players in the metering industry.

Revised market forecasts lasting until 2016.

Summary of the latest developments in the European energy industry.

M2M Research Series

Berg Insight’s M2M Research SeriesWhat 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.

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Order now!Please visit our web site to order this

report and find more information about our other titles at www.berginsight.com

This report answers the following questions:

Installed base of electricity smart meters (EU23+2 2010–2016)

M2M Research Series

Half of Europe’s households will get smart meters by 2016Smart grid is one of the latest buzzwords in the energy sector and has become a catch-phrase for politicians, academics and indus-try leaders alike. The vision is to exploit the latest technology to ad-dress the immense challenge of securing the energy supply in the 21st century. The concept of smart grids is at times put forward as a revolutionary solution to a wide array of problems, ranging from the West’s dependency on Middle Eastern oil to global warming. A more realistic expectation is however that smart grid technology will con-tribute to improved efficiency and reliability in energy distribution and better optimisation in allocation of resources and utilisation of assets.

Smart metering is widely regarded as the cornerstone for future smart grids. In the history of metering technology, smart metering represents the third stage in a chain of developments spanning more than 100 years. Manually read meters have been around since the advent of the utility industry in the late 19th century. Over the last three decades, automated meter reading (AMR) based on one-way or two-way communication has evolved. Smart metering broadens the scope of AMR beyond just meter readings with additional fea-tures enabled by two-way data communication. A smart metering solution generally delivers a range of applications using an infra-structure comprising networked meters, communication networks and data collection and management systems.

Smart electricity meters are being introduced all over the developed world. Europe had an early start in the 2000s when Enel completed the first nationwide rollout of smart meters to more than 30 million customers in Italy. Later deployments followed in the Nordic coun-tries and at the beginning of the 2010s, Spain, France and the UK are assuming the positions as the most active markets. Berg Insight fore-casts that the installed base of smart electricity meters in EU23+2 will grow at a compound annual growth rate of 19.4 percent between 2010 and 2016 to reach 130.5 million units at the end of the period. Annual shipments of smart electricity meters are anticipated to ex-ceed 20 million units in the mid-2010s.

A majority of the countries in Western Europe have adopted a policy of regulation-driven introduction of smart meters. Italy and Sweden were first to complete their rollouts that began in 2001 and 2003 re-spectively. Finland and Norway will require smart meters for all elec-tricity customers by 2013 and 2016 respectively, while France, Spain, the UK and Ireland have set targets to achieve full penetration in

the final years of this decade. That will also be the case in the Neth-erlands, where the plans to introduce smart meters met strong oppo-sition on the grounds of being invasive to privacy and were delayed for several years before they were finally approved by the parliament in late 2010. Germany on the other hand has only implemented some weaker regulatory drivers and the federal government has de-clared that it has no intention to push for a quick nationwide rollout.

Iberia is the new focal point for smart metering in Europe. Follow-ing a build-up phase in 2010, massive installations will take off in Spain during 2011, as Endesa goes ahead with a full-scale rollout. Iberdrola is performing major pilots involving hundreds of thousands of customers and activity is also picking up at Gas Natural Fenosa. Furthermore EDP considers a nationwide rollout in Portugal that can be coordinated with the mandatory deployment by its distribution network subsidiary in Spain. Berg Insight forecasts that annual ship-ments of smart electricity meters in Iberia will peak at around 5 mil-lion units per year during 2016–2017 before the market gradually slows down in the final years before the installation deadline in 2018.

France and the UK became active markets in 2010 as ERDF and British Gas entered the initial phases of their smart meter installation programmes. ERDF plans to start with a massive nationwide rollout from 2012 and will need to deploy around 6 million units per year between 2014 and 2017 in order to fulfil the regulatory obligations that will take effect in 2018. The UK is currently in a build-up phase, preparing for a mass rollout to nearly 30 million customers during 2014–2019. British Gas and E.ON have committed to the installation of at least one million smart electricity meters each before the mass rollout begins. Berg Insight expects that all major energy suppliers in the UK will switch to smart meters for new connections and planned replacements prior to the mass rollout. Ireland plans a nationwide rollout of smart meters starting in 2014.

How are EU and national energy policies driving the adoption of smart metering?

What are the UK government’s plans for a nationwide rollout of smart meters?

How are smart meter deployments proceeding in France and Spain?

What are the latest regulatory developments in the Netherlands and Norway?

What are the prospects for massive smart meter installations in Central Eastern Europe?

Which lessons can be learnt from customer behaviour trials?

Who are the leading suppliers of smart metering solutions for the European market?

Which are the main providers of PLC and wireless communication technology for smart meters?

What will be the impact of pan-European standard initiatives related to smart metering?

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Table of Contents

1 Electricity, gas and district heating distribution in Europe

1.1 Energy industry players 1.2 Electricity market 1.3 Gas market 1.4 District heating market

2 Smart metering 2.1 Introduction to smart grids 2.2 Smart metering 2.2.1 Smart metering applications 2.2.2 Smart metering infrastructure 2.2.3 Benefits of smart metering 2.3 Project strategies 2.3.1 System design and sourcing 2.3.2 Rollout and integration 2.3.3 Implementation and operation 2.3.4 Communicating with customers 2.4 Regulatory issues 2.4.1 Models for the introduction of

smart meters 2.4.2 Standardisation initiatives 2.4.3 Individual rights issues

3 PLC and wireless communication technologies 3.1 PLC versus wireless communication 3.1.1 PLC point-to-multipoint 3.1.2 Wireless Mesh point-to-multipoint 3.1.3 Cellular networks point-to-point 3.1.4 Home area networking 3.2 PLC technology and vendors 3.2.1 Industry associations and standards 3.2.2 Tier one semiconductor companies 3.2.3 Advanced Digital Design 3.2.4 CURRENT 3.2.5 Power Plus Communications 3.2.6 Yitran Communications 3.3 Wireless technology and vendors 3.3.1 Industry initiatives and standards 3.3.2 Cinterion 3.3.3 Coronis 3.3.4 Develco 3.3.5 Ember 3.3.6 Radiocrafts 3.3.7 Sierra Wireless 3.3.8 Sigma Designs 3.3.9 Telit

4 Smart metering industry players 4.1 Meter vendors 4.1.1 Landis+Gyr 4.1.2 Itron 4.1.3 Elster 4.1.4 Aidon 4.1.5 Apator 4.1.6 Circutor 4.1.7 Diehl Metering 4.1.8 EDMI 4.1.9 EMH Metering 4.1.10 GE Energy 4.1.11 Hager 4.1.12 Iskraemeco 4.1.13 Janz 4.1.14 Kamstrup 4.1.15 Sagemcom 4.1.16 Secure Meters 4.1.17 Sensus 4.1.18 ZIV 4.1.19 ZPA Smart Energy 4.2 Smart grid solution providers 4.2.1 ADD Grup 4.2.2 Echelon 4.2.3 Embriq 4.2.4 Enel 4.2.5 ISA 4.2.6 Metrima 4.2.7 NURI Telecom 4.2.8 Remote Energy Monitoring 4.2.9 Sentec 4.2.10 Siemens

4.2.11 Silver Spring Networks 4.2.12 Smart Grid Norway 4.2.13 Trilliant 4.2.14 Tropos Networks 4.2.15 Tritech Technologies 4.2.16 Xemex 4.3 MDMS and middleware vendors 4.3.1 Ecologic Analytics 4.3.2 eMeter 4.3.3 EnergyICT 4.3.4 Görlitz 4.3.5 Netinium 4.3.6 Oracle 4.3.7 OSIsoft 4.3.8 Powel 4.3.9 Process Vision 4.3.10 SAP 4.4 System integrators and managed service

providers 4.4.1 IT industry players 4.4.2 Telecom industry players

5 Market analysis 5.1 Market drivers and restraints 5.1.1 Macroeconomic factors 5.1.2 Regulatory environment 5.1.3 Competitive environment 5.1.4 Industry standards 5.2 Smart metering market forecast 5.2.1 Geographical markets 5.2.2 Capital expenditure forecast 5.3 Technology trends 5.4 Industry analysis

6 Market profiles: Northern Europe 6.1 Sweden 6.1.1 Electricity distribution industry structure 6.1.2 Metering regulatory environment 6.1.3 Smart metering market developments 6.1.4 The outcome of a regulation driven rollout 6.2 Denmark 6.2.1 Electricity distribution industry structure 6.2.2 Metering regulatory environment 6.2.3 Smart metering market developments 6.3 Finland 6.3.1 Electricity distribution industry structure 6.3.2 Metering regulatory environment 6.3.3 Smart metering market developments 6.4 Norway 6.4.1 Electricity distribution industry structure 6.4.2 Metering regulatory environment 6.4.3 Smart metering market developments

7 Market profiles: Western Europe 7.1 Austria 7.1.1 Electricity and gas distribution industry

structure 7.1.2 Metering regulatory environment and smart

metering market developments 7.2 Belgium 7.2.1 Electricity and gas distribution industry structure 7.2.2 Metering regulatory environment and smart

metering market developments 7.3 France 7.3.1 Electricity and gas distribution industry structure 7.3.2 Metering regulatory environment and smart

metering market developments 7.4 Germany 7.4.1 Electricity and gas distribution industry

structure 7.4.2 Metering regulatory environment 7.4.3 Smart meter market developments 7.5 Ireland 7.5.1 Electricity and gas distribution industry

structure 7.5.2 Nationwide program for deployment of smart

meters 7.6 The Netherlands 7.6.1 Electricity and gas distribution industry structure 7.6.2 Metering regulatory environment and smart

meter market developments

7.7 United Kingdom 7.7.1 Electricity and gas distribution industry structure 7.7.2 Metering regulatory environment 7.7.3 Plans for a nationwide smart metering system 7.7.4 Early smart meter deployments

8 Market profiles: Southern Europe 8.1 Italy 8.1.1 Electricity and gas distribution industry structure 8.1.2 Metering regulatory environment 8.1.3 Smart metering market developments 8.2 Spain 8.2.1 Electricity and gas distribution industry structure 8.2.2 Metering regulatory environment 8.2.3 Smart metering market developments 8.3 Portugal 8.3.1 Electricity and gas distribution industry structure 8.3.2 Metering regulatory environment and smart

metering market developments 8.4 Malta 8.4.1 Utility industry structure 8.4.2 National smart grid project

9 Market profiles: Central Eastern Europe 9.1 Bulgaria 9.1.1 Electricity and gas distribution industry

structure 9.1.2 Metering regulatory environment and smart

metering market developments 9.2 Czech Republic 9.2.1 Electricity and gas distribution industry structure 9.2.2 Metering regulatory environment and smart

metering pilots 9.3 Poland 9.3.1 Electricity and gas distribution industry structure 9.3.2 Metering regulatory environment and smart

metering projects 9.4 Slovenia 9.4.1 Electricity industry structure and metering

regulatory environment 9.4.2 Smart metering projects

10 Case studies: Smart metering projects in Europe 10.1 Enel 10.1.1 The Telegestore project in Italy 10.1.2 The Meters and More initiative 10.1.3 Endesa’s smart metering project in Spain 10.2 ERDF 10.2.1 The Linky Programme 10.2.2 System development and full-scale pilot 10.3 Iberdrola 10.3.1 The PRIME project 10.3.2 Smart metering projects in Spain and the US 10.4 RWE 10.4.1 Regional DSO operations in Germany 10.4.2 The Mülheim Zählt project 10.5 Fortum 10.5.1 Smart meter rollout in Sweden 10.5.2 Smart meter rollout in Finland 10.6 Energa 10.7 ESB 10.7.1 Communication technology trials 10.7.2 Consumer behaviour trials 10.7.3 Cost benefit analysis 10.8 Smart metering projects in the UK 10.8.1 Ofgem’s Energy Demand Research Project 10.8.2 British Gas’ early rollout to residential

customers 10.8.3 Candidate technologies for the DCC’s smart

metering network

Glossary


Smart Homes and Home Automation

Smart Homes and Home Automation is a comprehensive report from Berg Insight analysing the latest developments on the global connected home market.

This report in the M2M Research Series provides you with 130 pages of unique business intelligence including 5-year industry forecasts and expert commentary on which to base your business decisions.

Highlights from the first edition of the report: Insights from 30 executive interviews with market

leading companies.

360-degree overview of the smart homes & home automation ecosystem.

Summary of industry trends in key vertical market segments.

Statistical data on HA adoption in major countries and regions.

Market forecasts lasting until 2015.

Reviews of the latest initiatives launched by industry players.

Updated profiles of the key vendors on this market.

M2M Research Series


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Total annual home automation installation revenues (World 2010–2015)

M2M Research Series

Where is the global smart home market headed?Smart homes and home automation (HA) technologies have been around for two or three decades. These technologies have been a niche segment either for the very affluent, or extreme technophiles who wanted to do a few things like control their lights or window shades remotely, or stream audio-video content between rooms, or do some basic home monitoring. Initial HA systems focused on se-curity and utility management, but newer all-in-one systems give us-ers real-time control over almost all the systems in the house while at home or away, resulting in a smarter and more energy efficient home tailored to the homeowner’s lifestyle.

Berg Insight sees a new day dawning for this industry due to a per-fect confluence of key market, regulatory, strategic and technology trends. First is the pull from consumers who desire to use products such as iPhones and iPads to control and enhance their lifestyles with the touch of a button on user-friendly and intuitive interfaces. The regulatory drivers come from governmental directives, whereby countries and utilities are mandated to better control the generation, distribution and consumption of power in residences. The strategic push comes from new powerful entrants into this space such as broadband providers who are already inside consumers’ homes and are looking for the next growth opportunities to increase ARPU, re-duce churn and become solutions providers rather than just “dumb-pipes”. In the US, broadband companies such as AT&T, Comcast and Verizon have shown their hand as they have made recent strong advances into this space. Finally, the technology is coming together with increasing focus on standardization and interoperability, even as the cost of modules, chipsets and software is trending down.

It is important to understand the different possible gateways and business models into the smart home from broadband and wireless providers, utility companies, consumer electronics manufacturers, retail outlets, to traditional security and home automation suppli-ers, distributors and dealers. It is also important to differentiate the different dynamics between the luxury homes segment versus the mainstream, as well as the complexities involved in retrofit of exist-ing housing stock, versus new home construction. Companies also have to strategize whether they wish to offer standalone smart homes technologies, or move towards multifunction whole-home systems.

For the last couple of years, many home automation companies have struggled. Part of the reason is that the convenience and

comfort functions offered by HA systems are not critical or essential and thus suffer when the financial and economic picture is gloomy. A second reason is that the best time to install a HA system is during new home construction, but new construction has been at a virtual standstill in many regions. Usually the large homes segment is im-mune to economic fluctuations, but this time the malaise has been so widespread that even the high-end segments have been affected. There will continue to be short-term challenges for the HA industry. The economic and housing gloom could stretch out much longer than currently envisaged. Other challenges include lack of aware-ness of HA offerings and the fact that consumers in many segments do not see a strong reason for HA systems. The costs involved in terms of equipment, installation and ongoing maintenance and serv-ice, are all perceived as deterrents. However, there are signs of eco-nomic growth and increased residential construction in many parts of the world. In addition, new initiatives such as Google’s Android@Home can bring increased consumer awareness of HA systems and facilitate interoperability between equipment from multiple vendors.

Berg Insight forecasts that worldwide revenues from shipments of home automation systems will grow at a compound annual growth rate (CAGR) of 33 percent from US$ 2.3 billion in 2010 to nearly US$ 9.5 billion in 2015. These numbers include all 3 categories of home automation: professionally installed, Do-It-Yourself (DIY) and the more recent category systems installed by broadband and utility service providers. Significant revenue contributions will come from retrofit of existing homes, both luxury and mainstream. The home automation industry is also opening up a new potential market for cellular M2M devices and services. Berg Insight forecasts that the number of cellular connections used by home automation systems worldwide will grow at a compound annual growth rate of 85.6 per-cent from 0.25 million in 2010 to 5.5 million connections in 2015. The vast majority of these are security and access control systems. Shipments of cellular M2M communication units for home automa-tion systems are forecasted to grow from 0.2 million units in 2010 to 1.8 million units in 2015.

What is the mix of smart home technologies in new homes versus existing homes?

How are regulatory initiatives shaping the market?

What are the main drivers behind growth in the Americas, Europe and Asia-Pacific?

What are the main challenges and roadblocks towards widespread adoption?

Which are the main verticals within smart homes and home automation?

What are the business models and channels-to-market of smart home vendors?

What is the relevance of wireless technologies in home automation?

How will the global smart home market evolve in the next decade?

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Table of Contents

1 Smart homes, connected homes and home automation 1.1 Introduction 1.2 Types of home automation 1.2.1 Energy management and climate

control systems 1.2.2 Security and access control systems 1.2.3 Lighting, windows and appliance

control systems 1.2.4 Audio-visual and entertainment

systems 1.2.5 Healthcare systems and home

monitoring 1.2.6 Pool, spa control, sprinkler, fountains

and miscellaneous 1.2.7 Multifunction and whole-home home

automation systems 1.3 Market drivers and barriers 1.3.1 Market drivers 1.3.2 Market barriers

2 Home automation market segments 2.1 The custom (luxury) segment 2.1.1 The luxury segment is not immune to

recessions 2.1.2 Customer identification methods 2.2 Mainstream (production) segment 2.2.1 Single-family detached homes 2.2.2 Multi-family dwelling units (MDUs) 2.3 New homes versus existing homes 2.3.1 The new home HA segment is affected

by the fall in new home construction 2.3.2 The existing home market is the growth

segment

3 The housing industry 3.1 The North American housing market 3.1.1 Canada 3.1.2 Mexico 3.1.3 USA 3.2 The European housing market 3.2.1 France 3.2.2 Germany 3.2.3 Italy 3.2.4 The Netherlands 3.2.5 Spain 3.2.6 Sweden 3.2.7 UK 3.3 The Asia-Pacific housing market 3.3.1 Australia 3.3.2 China 3.3.3 Hong Kong 3.3.4 India 3.3.5 Japan 3.3.6 Korea 3.3.7 New Zealand 3.3.8 Russia 3.3.9 Singapore

4 Technology overview 4.1 Cellular network technologies 4.1.1 GSM/HSPA networks 4.1.2 CDMA networks 4.1.3 LTE networks 4.2 Connectivity and interoperability

standards 4.2.1 Ethernet 4.2.2 HomePlug 4.2.3 HomePNA 4.2.4 CEBus 4.2.5 LonWorks

4.2.6 X10 4.2.7 INSTEON 4.2.8 Universal Powerline Bus (UPB) 4.2.9 Zigbee 4.2.10 Z-Wave 4.2.11 Wi-Fi 4.2.12 Infrared 4.3 Industry associations 4.3.1 CABA 4.3.2 CEA 4.3.3 CEDIA

5 Channels to market and business models 5.1 Professional installation 5.1.1 Dealer/installer/system integrators 5.1.2 New home builders 5.2 Retail 5.2.1 Mainstream stores 5.2.2 Online 5.3 Service providers 5.3.1 Broadband service providers 5.3.2 Utility service providers 5.4 Business models 5.4.1 Selling prices 5.4.2 Labour costs and margins

6 Market forecasts 6.1 Market analysis 6.2 Cellular M2M connections and

module shipments 6.3 Smart homes and home automation

forecasts – North America 6.3.1 Custom and luxury home segment 6.3.2 Mainstream single-family home

segment 6.3.3 MDU segment 6.4 Smart homes and home automation

forecasts – Europe 6.4.1 Custom and luxury home segment 6.4.2 Mainstream single-family home

segment 6.4.3 MDU segment 6.5 Smart homes and home automation

forecasts – Asia-Pacific 6.5.1 Luxury home segment 6.5.2 Mainstream home segment 6.5.3 MDU segment

7 Company profiles 7.1 Multifunction and whole-home

automation system vendors 7.1.1 AMX 7.1.2 Automated Living 7.1.3 Colorado vNet 7.1.4 Control4 7.1.5 Cortexa 7.1.6 Crestron Electronics 7.1.7 Element Controls 7.1.8 ELK Products 7.1.9 Exceptional Innovation 7.1.10 Global Caché 7.1.11 4Home 7.1.12 Home Automation Inc 7.1.13 iControl Networks 7.1.14 iTouch 7.1.15 Lagotek 7.1.16 Mi Casa Verde 7.1.17 Perceptive Automation 7.1.18 RTI 7.1.19 Savant Systems 7.1.20 Simply Automated

7.1.21 2GIG Technologies 7.1.22 Vantage Controls 7.1.23 Vivint 7.1.24 Xanboo 7.1.25 X10 7.2 Security and access control system

vendors 7.2.1 ABB 7.2.2 ADT 7.2.3 Alarm.com 7.2.4 ASSA ABLOY 7.2.5 FortrezZ 7.2.6 Ingersoll Rand 7.2.7 Schneider Electric 7.2.8 System Sensor 7.2.9 Wayne-Dalton 7.3 Lighting and window control system

vendors 7.3.1 Am-Source International 7.3.2 BTX Window Automation 7.3.3 CentraLite 7.3.4 Electronic Solutions 7.3.5 Leviton 7.3.6 Lutron 7.3.7 Powerline Control Systems 7.3.8 Skyco 7.3.9 Somfy 7.4 Audio-visual and entertainment

system vendors 7.4.1 Actiontec Electronics 7.4.2 Atlona Technologies 7.4.3 AVC Group 7.4.4 BDI 7.4.5 Channel Vision Technology 7.4.6 Classé Audio 7.4.7 Cinemar Solutions 7.4.8 ConnectGear 7.4.9 Draper 7.4.10 D-Link 7.4.11 Envive 7.4.12 Fluid Digital 7.4.13 Gefen 7.4.14 Groov Audio 7.4.15 Harman 7.4.16 Kaleidescape 7.4.17 Krell Industries 7.4.18 Linn 7.4.19 Marantz 7.4.20 Naim 7.4.21 Runco 7.4.22 Russound 7.4.23 Sonos 7.4.24 SpeakerCraft 7.4.25 Universal Electronics 7.4.26 Universal Remotes 7.5 Energy management and climate

control system vendors 7.5.1 AlertMe 7.5.2 Blue Line Innovations 7.5.3 Cisco 7.5.4 Grid Net 7.5.5 Intermatic 7.5.6 Intwine Energy 7.5.7 Invensys 7.5.8 Portus 7.5.9 RCS Technology 7.5.10 Simple Control 7.5.11 Tendril 7.5.12 Universal Devices 7.5.13 Web Mountain

Glossary


Security Applications and Wireless M2M

Security Applications and Wireless M2M is the fourth consecutive report from Berg Insight analysing the latest developments among the key applications for wireless M2M communication in the security industry.

This report in the M2M Research Series provides you with 110 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: Identify key players on the European security market.

Learn about the latest propositions from leading monitored alarm system vendors.

Understand the opportunities and challenges for stolen vehicle tracking services.

Anticipate future drivers for increasing penetration and replacement sales for alarm systems.

Realize the commercial potential of emerging segments including leisure vehicle and boat tracking.

Predict future trends in lone worker protection services.

M2M Research Series


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Cellular M2M connections for security applications (EU27+2 2009–2015)

M2M Research Series

Strong growth ahead for connected security applications in EuropeThe private security sector is a global industry comprising services and solutions such as manned guarding, alarm system integration and monitoring, cash and valuables handling as well as various services like consulting and private investigations. The global market value of the security industry grew to an estimated € 110 billion in 2010. The more mature European and North American markets still dominate the industry with a combined market share of close to 70 percent. In 2010, the European market value was about flat at € 45.5 billion. The long-term annual growth rate is estimated to between 7 and 9 percent globally, and between 6 and 8 percent in Europe and the US. Historically, annual growth has exceeded GDP by a few percentage points each year.

Berg Insight forecasts that shipments of wireless M2M modules for security applications in EU27+2 will grow from 2.4 million in 2010 at a compound annual growth rate (CAGR) of 55 percent to reach 21.4 million by 2015. At the same time, the number of wireless devices monitored from an alarm receiving centre and similar will grow from 7.0 million in 2010 at a CAGR of 41 percent to reach about 39.2 mil-lion by the end of 2015.

The key application areas for wireless M2M communication in the European security industry are alarm systems and vehicle track-ing systems for passenger cars and commercial vehicles. Alarm systems are off-the-shelf security systems for small businesses and private homes. These are divided into two main categories – local alarms and monitored alarms. The simplest type of local alarm only reacts to activation by ringing bells to alert the surroundings and scare off intruders. Monitored alarms are connected to an alarm re-ceiving centre (ARC). Today, only 25 percent of the 30 million alarm systems in Europe are monitored by an ARC. Monitored alarm sys-tems are dependent on reliable communication networks. There is a significant untapped potential in the residential market segment that can be fulfilled with the latest generation of monitored alarm systems with GSM/GPRS or dual signalling technology.

Vehicle tracking and recovery is the second major application area for wireless M2M communication in the security industry. Devices combining GPS and GSM/GPRS technologies enable monitoring services for any mobile object. Passenger cars and commercial vehicles constitute the main target markets by virtue of numbers and individual value, but there are also many niche markets such

as construction equipment and plant machinery as well as leisure vehicles and boats. Similar hardware designs also constitute the on-board platform for fleet management solutions and the tracking ca-pabilities of these systems enable basic security applications. What distinguishes vehicle tracking and recovery system from fleet man-agement systems is the monitoring and response service of the se-cure monitoring centre that is linked to GPS-aided security systems.

Today, only a handful car OEMs offer telematics solutions in a few markets in the EU. Berg Insight anticipates that additional brands will launch OEM telematics solutions on the European market in re-sponse to the eCall intiative within the EU. The European Commis-sion has a strong commitment to introducing eCall as a standard feature in all new cars and recently set 2014 as the new target date for realising this vision – through regulations if necessary. Vehicle tracking and recovery is likely to become a key component for many OEM telematics systems in the next few years, especially for pre-mium cars. Features beyond basic E112 functionality are likely to be subscription services that have to be renewed some years after the purchase of a new vehicle. Significant churn can be expected for these services.

There are also many emerging niche applications for wireless M2M in the security industry that have not yet reached significant volumes. Personal security for lone workers is an application area offering growth opportunities in the medium and long term. Wearable inte-grated tracking and wireless communication devices can be used for protecting individuals. This area is mainly driven by stringent em-ployee health and safety regulations in the UK, but other countries may also introduce similar laws in the future. Moreover, various forms of electronic monitoring of offenders are gradually being rolled out across Europe to reduce costs of running prisons and assist in the rehabilitation process.

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

Which are the key applications that generate most benefits for the end customers?

Who are the leading providers of monitored small business and home alarm systems?

Why are leading alarm system providers investing in wireless technology?

When will wireless connectivity become a standard feature in alarm systems?

Who are the leading providers of aftermarket vehicle tracking solutions?

What new applications for wireless M2M are emerging in the security industry?

Are regular handsets suitable for lone worker protection services?

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Table of Contents

1 Overview of the European security industry 1.1 Market overview 1.1.1 Security services 1.1.2 Security systems 1.1.3 Small alarm systems 1.1.4 Cash handling 1.2 Key industry players 1.2.1 Group 4 Securicor 1.2.2 Prosegur 1.2.3 Securitas 1.2.4 Tyco International 1.2.5 United Technologies Corporation

2 Small business and home alarm systems 2.1 The European small alarm systems

market 2.1.1 Monitored alarm systems 2.1.2 Alarm monitoring services 2.2 Alarm signal transmission 2.2.1 Small alarm system technology

overview 2.2.2 Mobile network alarm communication

solutions 2.2.3 Market penetration for mobile network

alarm communication 2.3 Company profiles 2.3.1 ADT 2.3.2 Group 4 Securicor 2.3.3 Prosegur Activa 2.3.4 Securitas Direct 2.3.5 UTC Fire & Security 2.4 Visual security systems 2.4.1 Network cameras 2.4.2 Digital video technology 2.4.3 Wireless network requirements 2.4.4 Network camera vendors

3 Commercial vehicle and asset tracking 3.1 The European commercial vehicle

market 3.2 Fleet management solutions 3.2.1 Vehicle management 3.2.2 Security tracking 3.2.3 Driver management 3.2.4 Transport management 3.2.5 Mobile workforce management and

lone worker security 3.3 Container tracking solutions 3.3.1 Intermodal shipping containers 3.3.2 Overview of the container shipping

industry 3.3.3 Container tracking solutions

3.4 Key fleet management solution providers

3.4.1 Digicore: A global vehicle tracking solution provider

3.4.2 ID-Systems – Asset Intelligence: The leading provider of trailer telematics

3.4.3 Masternaut: Europe’s leading fleet management provider merges with Cybit

3.4.4 Qualcomm Enterprise Services: Global provider of integrated M2M solutions

3.4.5 Transics: Pan-European heavy truck and transport telematics provider

3.4.6 Trimble: Strengthens European presence with acquisition of Punch Telematix

3.4.7 Volvo Group: Dynafleet available with security service from Securitas

3.5 Satellite communication network operators

3.5.1 Globalstar: Increases focus on consumer tracking and communication

3.5.2 Iridium: Experiences fast growth in M2M data services

3.5.3 Orbcomm: Dedicated M2M satellite data communications provider

4 Car tracking and consumer asset tracking 4.1 The European passenger car market 4.2 Passenger car telematics 4.2.1 Stolen vehicle recovery 4.2.2 eCall and driver assistance 4.2.3 Motor insurance telematics 4.3 Insurance industry standards for

vehicle tracking 4.3.1 Belgium 4.3.2 The Netherlands 4.3.3 Norway 4.3.4 United Kingdom 4.4 Aftermarket vehicle tracking

solutions 4.4.1 Octo Telematics: European leader in

motor insurance telematics 4.4.2 Cobra Automotive Technologies: Pan-

European SVR provider 4.4.3 LoJack distributors: TRACKER,

Traqueur and Detector 4.5 OEM car telematics solutions 4.5.1 BMW ConnectedDrive 4.5.2 PSA Peugeot Citroën RT3/RT4/

Navidrive 4.5.3 Volvo On Call 4.6 The European motorcycle and

moped market

4.6.1 Motorcycle theft in Europe 4.6.2 Motorcycle tracking solutions 4.7 The European leisure vehicle and

boat market 4.7.1 Market overview 4.7.2 Boat tracking solutions

5 People tracking 5.1 Corporate people tracking and lone

worker protection 5.1.1 Lone worker legislation 5.1.2 Lone worker protection devices and

services 5.1.3 Electronic monitoring of offenders 5.2 Consumer-oriented people tracking 5.2.1 Mobile operator services 5.2.2 Third party handset-based tracking

services 5.2.3 Dedicated GPS tracking devices and

services 5.3 Company profiles 5.3.1 Connexion2: Identicom and the

SoloProtect managed lone worker service

5.3.2 Geonovo: Developer of the Romad RSP-100 lone worker device

5.3.3 SPOT: GPS tracking and satellite messenger devices from Globalstar

5.3.4 Tramigo: TLD landmarks facilitates location of assets without using maps

5.3.5 Twig Com: Acquired the TWIG tracking device business from GeoSentric

6 Market forecasts and trends 6.1 Market trends and drivers 6.1.1 Alarm systems: GSM/GPRS

complementing and replacing PSTN 6.1.2 Fleet management: Market recovering

from the economic downturn 6.1.3 Car telematics: The EC sets 2014 as

new target for introduction of eCall 6.1.4 Lone worker protection: Market driven

by UK legislation 6.1.5 Consumer asset tracking: Steady

growth from diverse applications 6.2 Market forecasts 6.2.1 Alarm systems 6.2.2 Fleet management, commercial

vehicle and asset tracking 6.2.3 Car telematics 6.2.4 Lone worker protection services 6.2.5 Consumer asset tracking applications

Glossary


Fleet Management in Europe

Fleet Management in Europe is the sixth 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 130 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 sixth edition of this report: Insights from 35 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 65 aftermarket fleet management solution providers.

Summary of OEM propositions from truck and construction equipment brands.


M2M Research Series


www.berginsight.com




Installed base of active fleet management units (EU27+2 2009–2015)

M2M Research Series

The consolidation trend is accelerating in the fleet management marketFleet management is an ambiguous term used in reference to a wide range of solutions for different vehicle-related applications. Berg In-sight’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 man-agement 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 perform-ance, as well as excellent usability. All of these components com-bined enable the delivery of vehicle management, transport man-agement, driver management and mobile workforce management applications linking vehicles and enterprise IT systems.

Commercial vehicle fleets play an essential role in the European economy. According to official statistics there were 35.5 million com-mercial 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, forming a € 250 billion industry. Approximately 0.7 million buses and coaches stood for 9.3 percent of all passenger kilome-tres. Last but not least, the greater part of the 28.6 million light com-mercial 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 20.7 percent from 2.0 million units at the end of 2010 to 5.0 million by 2015. The penetration rate in the total population of non-privately owned commercial vehicles is esti-mated to increase from 6.9 percent in 2010 to 17.6 percent in 2015.

A group of international aftermarket solution providers have emerged as the leaders on the European fleet management market. Master-naut is ranked as the largest player overall in terms of installed base with close to 200,000 units deployed, mainly in France and the UK. TomTom Business Solutions was the fastest growing vendor also in 2010 and has now surpassed 143,000 subscribers. Transics is number one in the heavy trucks segment with an estimated 65,000

active units installed. Other significant players include European companies such as Vehco, Navman Wireless and Trafficmaster and international 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 telematics 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 generally be deployed in mixed fleets even if some functionality can be brand-specific. A major trend in the past three years has been the announcement of solutions for remote down-loading of digital tachograph data and more advanced functionalities for eco-driving.

The consolidation trend in Europe has been accelerating in the past 18 months with a total of nine major M&A activities. Francisco Part-ners, a global technology-focused private equity firm, acquired Cybit in January 2010 in a deal worth about € 28 million. This deal was later followed by the acquisition of Masternaut in April 2011 forming the leading player in Europe from the Masternaut and Cybit operations while keeping the Masternaut brand. Trafficmaster was acquired by Vector Capital in June 2010 and subsequently delisted from the Lon-don Stock Exchange. In July 2010, Trimble acquired Punch Telematix focusing on the heavy trucks segment in a transaction worth € 13.5 million strengthening Trimble’s position in mainland Europe consid-erable. Digicore acquired in the same month Minorplanet in the UK along with the associated businesses in the Netherlands, Belgium and Germany. A part of Datatronics in Spain – Datatronics Mobility – was acquired by French Sedimap Group in October 2010. Another recent acquisition was done by Vehco in Sweden that acquired Elo-mobile in France in March 2011. Vehco is the market leader in the Nordics with new ambitions to be a major European player expand-ing into new countries. The latest transaction was done in June 2011 when Transics acquired the European activities of CarrierWeb.

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

Will the FM industry consolidate further during 2011 and 2012?

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 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?

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Table of Contents

1 Commercial vehicle fleets in Europe 1.1 Light commercial vehicles 1.2 Medium and heavy trucks 1.3 Busses and coaches 1.4 Trailers and semi-trailers 1.5 Off-road construction and

agriculture equipment 1.6 Ownership structure 1.6.1 Statistical estimates by industry and

company size 1.6.2 Light commercial vehicle fleets 1.6.3 Medium and heavy commercial

vehicle fleets

2 Fleet management solutions 2.1 Fleet management infrastructure 2.1.1 Vehicle segment 2.1.2 GNSS segment 2.1.3 Network segment 2.1.4 Backoffice segment 2.2 Vehicle management 2.2.1 Vehicle diagnostics and maintenance

planning 2.2.2 Security tracking 2.3 Driver management 2.3.1 Driving data registration and analysis 2.3.2 Eco-driving schemes 2.3.3 Insurance risk management 2.4 Operations management 2.4.1 Routing and navigation 2.4.2 Transport management 2.4.3 Mobile workforce management 2.5 Regulatory compliance and

reporting 2.5.1 Digital tachograph data download 2.5.2 Electronic toll collection 2.5.3 Other applications 2.6 Business models

3 Market forecasts and trends 3.1 Market analysis 3.1.1 Installed base and unit shipments 3.1.2 Regional markets 3.1.3 Vendor market shares 3.2 Market drivers and barriers 3.2.1 Macroeconomic factors 3.2.2 Regulatory environment 3.2.3 Competitive environment 3.2.4 Technology environment 3.3 Value chain analysis 3.3.1 Telematics industry players 3.3.2 Automotive industry players 3.3.3 Telecom industry players

3.3.4 IT industry players 3.4 Future industry trends

4 OEM products and strategies 4.1 Truck manufacturers 4.1.1 Daimler Group 4.1.2 Volvo Group 4.1.3 Scania 4.1.4 MAN Truck & Bus 4.1.5 DAF Trucks 4.1.6 Iveco 4.2 Construction equipment

manufacturers 4.2.1 Bobcat and JCB 4.2.2 Caterpillar 4.2.3 Hyundai Construction Equipment 4.2.4 John Deere 4.2.5 Komatsu 4.2.6 Volvo CE 4.3 Trailer manufacturers 4.3.1 Schmitz Cargobull 4.3.2 Krone 4.4 OE suppliers 4.4.1 Actia 4.4.2 Continental 4.4.3 Haldex 4.4.4 Lysanda 4.4.5 Squarell 4.4.6 Stoneridge Electronics 4.4.7 WABCO

5 International aftermarket solution providers 5.1 Digicore 5.2 Garmin and partners 5.3 ID Systems – Asset Intelligence 5.4 Masternaut 5.5 MiX Telematics 5.6 Navman Wireless 5.7 Qualcomm Enterprise Services 5.8 TomTom Business Solutions 5.9 Trafficmaster 5.10 Transics 5.11 Trimble 5.12 Vehco

6 Regional aftermarket solution providers 6.1 Benelux and France 6.1.1 CarrierWeb 6.1.2 Eliot 6.1.3 Fleetlogic 6.1.4 Geodynamics 6.1.5 GreenCat

6.1.6 IT Mobile 6.1.7 Micpoint 6.1.8 Mobile Devices 6.1.9 OCEAN 6.1.10 Orange Business Services 6.1.11 RAM Mobile Data 6.1.12 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 IAV Products 6.2.8 Idem 6.2.9 Mobile Objects 6.2.10 SECAR 6.2.11 Telargo 6.2.12 Yellowfox 6.3 The Mediterranean 6.3.1 Cefin Systems 6.3.2 Cobra Automotive Technologies 6.3.3 Datatronics Mobility 6.3.4 Detector 6.3.5 Ecutronic 6.3.6 G4S Telematix 6.3.7 Loqus 6.3.8 MobiVision 6.3.9 Pointer Telocation 6.3.10 Tecmic 6.4 Nordic countries 6.4.1 Aplicom 6.4.2 Consafe Logistics 6.4.3 Fleet 101 6.4.4 GateHouse 6.4.5 Locus 6.4.6 PocketMobile 6.5 UK and Ireland 6.5.1 Aeromark 6.5.2 APD Communications 6.5.3 Blue Tree Systems 6.5.4 Celtrak 6.5.5 FleetMatics 6.5.6 GreenRoad 6.5.7 Isotrak 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

Glossary


Fleet Management in the Americas

Fleet Management in the Americas is a comprehensive 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 140 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 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 50+ aftermarket fleet management solution providers.

Summary of OEM propositions from truck and construction equipment brands.

Market forecasts lasting until 2015.

M2M Research Series


www.berginsight.com




Installed base of fleet management units (Americas 2010–2015)

M2M Research Series

Fleet management shipments in the Americas to be boosted by regulatory developmentsFleet management is an ambiguous term used in reference to a wide range of solutions for different vehicle-related applications. Berg In-sight’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 man-agement 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 net-works 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, trans-port management, driver management and mobile workforce man-agement 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 ap-proximately 12.9 million GVW 3–8 commercial vehicles in use. In Latin America, the number of commercial vehicles in operation is estimated to 19.9 million, out of which 5.5 million are heavy trucks and 14.4 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 HOS revisions. 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 prospective users about the potential that fleet management solutions have beyond mere security related features.

Berg Insight expects that the market for fleet management will con-tinue to show healthy growth in 2011. In the North American market, the number of fleet management systems in active use is forecasted to grow at a compound annual growth rate (CAGR) of 12.6 percent from 2.1 million units in 2010 to 3.8 million units by 2015. The pene-tration rate in the total population of non-privately owned commercial vehicles is estimated to increase from 16.3 percent to 29.5 percent

in 2015. In Latin America, the number of fleet management systems in use is projected to increase from 0.9 million units in 2010, grow-ing at a CAGR of 20.6 percent to reach 2.3 million units in 2015. The penetration rate among non-privately owned commercial vehicles in the region is estimated to increase from 4.5 percent in 2010 to 11.6 percent in 2015.

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 350,000 units in North and Latin America. The compa-ny’s solutions are targeted at heavy trucks, where the main competi-tors in North America are XATA and PeopleNet, with approximately 110,000 units installed each. Actors with substantial business within service fleets include FleetMatics, Networkfleet and Wireless Ma-trix. Other actors often have a broader market scope, covering both light and heavy vehicles. Examples include Telogis, Trafficmaster/Teletrac, WebTech Wireless and Trimble. 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 in Mexico, Satrack in Colom-bia and Tastets System in Chile, each holding important positions in their respective countries.

A number of manufacturers of commercial vehicles active in the Amer-icas offer OEM telematics solutions as part of their product portfolio. Volvo Link has been on the market since 2002, while Ford’s Crew Chief was launched in 2009, the same year as Daimler’s FleetBoard system was released on the Brazilian market. Hino Insight was announced in 2011, as was the Daimler brand Freightliner’s factory-installation of telematics hardware from Telogis. MAN Latin America offers the VOLK-SNET solution in collaboration with a Brazilian aftermarket provider, while IVECO has developed a fleet management solution especially for the Latin American market. Fleet management solutions from OEMs have not been particularly successful in the Americas, but are expected to increase in importance in the coming years.

How has the economic crisis affected the market for fleet management solutions in the Americas?

Will the FM industry consolidate further during 2011?

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?

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Table of Contents

1 Commercial vehicle fleets in the Americas 1.1 The North American commercial

vehicle market 1.1.1 Registrations of commercial vehicles

GVW 3–8 1.1.2 Manufacturer market shares 1.1.3 Ownership structure 1.1.4 Trailers 1.2 The Latin American commercial

vehicle market 1.2.1 Registrations of commercial vehicles 1.2.2 Manufacturer market shares

2 Fleet management solutions 2.1 Fleet management infrastructure 2.1.1 Vehicle segment 2.1.2 GNSS segment 2.1.3 Network segment 2.1.4 Backoffice segment 2.2 Vehicle management 2.2.1 Vehicle diagnostics and maintenance

planning 2.2.2 Security tracking 2.3 Driver management 2.3.1 Driving data registration and analysis 2.3.2 Eco-driving schemes 2.3.3 Insurance risk management 2.4 Operations management 2.4.1 Routing and navigation 2.4.2 Transport management 2.4.3 Mobile workforce management 2.5 Regulatory compliance and

reporting 2.5.1 CSA – Compliance, Safety,

Accountability 2.5.2 Hours-of-Service and electronic on-

board recorders 2.5.3 Fuel tax reporting 2.5.4 Distracted driving 2.5.5 Mandatory anti-theft systems in Brazil 2.5.6 Other applications 2.6 Business models

3 Market forecasts and trends 3.1 Market analysis 3.1.1 Installed base and unit shipments –

North and Latin America 3.1.2 Vendor market shares 3.2 Market drivers and barriers 3.2.1 Macroeconomic factors 3.2.2 Regulatory environment

3.2.3 Competitive environment 3.2.4 Technology environment 3.3 Value chain analysis 3.3.1 Telematics industry players 3.3.2 Automotive industry players 3.3.3 Telecom industry players 3.3.4 IT industry players 3.4 Future industry trends

4 OEM products and strategies 4.1 Truck manufacturers 4.1.1 Daimler Group 4.1.2 Ford 4.1.3 Hino Trucks 4.1.4 Iveco 4.1.5 MAN Latin America 4.1.6 Navistar 4.1.7 Paccar 4.1.8 Scania 4.1.9 Volvo Group 4.2 Construction equipment

manufacturers 4.2.1 Bobcat and JCB 4.2.2 Caterpillar 4.2.3 Hyundai Construction Equipment

Americas 4.2.4 John Deere and Hitachi Construction

Machinery 4.2.5 Komatsu 4.2.6 Volvo CE

5 International aftermarket solution providers 5.1 CarrierWeb 5.2 Digicore 5.3 Garmin and partners 5.4 ID Systems – Asset Intelligence 5.5 MiX Telematics 5.6 Navman Wireless 5.7 Qualcomm Enterprise Services 5.8 Telogis 5.9 TomTom Business Solutions 5.10 Trafficmaster 5.11 Trimble 5.12 WebTech Wireless

6 Regional aftermarket solution providers 6.1 North America 6.1.1 Blue Tree Systems 6.1.2 BSM Wireless 6.1.3 Cadec

6.1.4 Celtrak 6.1.5 Discrete Wireless 6.1.6 FieldLogix 6.1.7 Fleet Management Solutions 6.1.8 Fleetilla 6.1.9 FleetMatics 6.1.10 Geotab 6.1.11 GreenRoad 6.1.12 International Telematics 6.1.13 JJ Keller 6.1.14 Matrix Telematics 6.1.15 Microlise 6.1.16 Navtrak 6.1.17 Networkfleet 6.1.18 PeopleNet 6.1.19 Rand McNally and DriverTech 6.1.20 SafeFreight 6.1.21 SkyBitz 6.1.22 Synovia 6.1.23 TechnoCom 6.1.24 TeleNav 6.1.25 TransCore 6.1.26 Wireless Matrix 6.1.27 XATA 6.1.28 Zonar Systems 6.2 Latin America 6.2.1 Autotrac 6.2.2 Copiloto Satelital 6.2.3 Global Track 6.2.4 Grupo UDA 6.2.5 High Performance Solutions 6.2.6 OnixSat 6.2.7 Pointer Telocation 6.2.8 Sascar 6.2.9 Satrack 6.2.10 Tastets System 6.2.11 Zatix 6.3 Hardware providers 6.3.1 Calamp 6.3.2 Digi International 6.3.3 Morey 6.3.4 Phoenix International 6.3.5 Quake Global 6.3.6 Redtail Telematics

Glossary


Emerging Wireless Consumer Devices

Emerging Wireless Consumer Devices is a comprehensive report and gives first-hand insights into the adoption of 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:

Identify key players in the connected consumer device ecosystem.

Understand the key enablers for growth in the connected consumer device market.

Benefit from detailed forecasts for ten different device categories until 2015.

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


www.berginsight.com




Annual shipments of consumer devices with embedded cellular connectivity, million units (World 2009–2015)

M2M Research Series

Connected consumer electronics devices to boom in the coming yearsThe consumer device market has seen an incredible growth in the last decade and notebooks, smartphones, Internet tablets and LCD TVs are increasingly popular product categories. Important growth factors have been the digitalisation of consumer devices and the rise of the Internet. To have the ability to access the Internet, use social networks and to consume and share media are becoming important parts of people’s digital lifestyles. Personalisation is one of the cur-rent main drivers for market growth. Instead of buying one notebook, tablet or digital camera per household, consumers are to a higher extent purchasing devices for each family member. Due to matur-ing markets and stunted ARPU growth, mobile operators all over the world are showing an increasing interest in the consumer electron-ics market. The growing desire for people to stay connected makes emerging wireless consumer devices an opportunity for the telecom industry to expand their market beyond mobile handsets.

The need for Internet access, mobility and always accessible content delivery systems stand out as the most important factors when decid-ing to equip consumer devices with cellular connectivity. The prod-uct segments covered in this report are personal computing, media and entertainment, imaging and automotive. For personal comput-ing devices such as mobile PCs, Internet tablets and smartbooks, Internet connectivity is a fundamental part of the user experience and embedded cellular connectivity will soon be a given feature. For media and entertainment devices, comprising of e-readers, portable media players and dedicated gaming devices, cellular connectivity can be a strategy for vendors to streamline the distribution of dig-ital content. Equipping imaging products such as digital cameras with cellular connectivity can accommodate the demand for instant sharing of pictures and video on social networks and other online services. Cellular connectivity can also simplify the setup process and facilitate the uploading of new pictures to digital photo frames. The automotive segment for consumer products comprises of in-car Internet and personal navigation devices (PNDs). There are already today many PND models on the market with embedded connectivity offering online services such as real time traffic information.

The market for emerging wireless consumer devices is still in its early stage. Until now, the most connected device categories are mobile PCs, Internet tablets, e-readers and PNDs. The market for Inter-net tablets with embedded connectivity took off during 2010 and

tablets, together with mobile PCs, will be the major product catego-ries embracing embedded cellular connectivity in terms of shipped volumes. Berg Insight estimates that 22 million connected consumer devices were shipped in 2010 and forecasts that this number will almost double during 2011 to reach 39 million units. In 2015, Berg Insight forecasts that more than 270 million consumer devices with embedded cellular connectivity will be shipped and that mobile PCs, tablets, e-readers and PNDs then will have substantial cellular attach rates with figures around or above 50 percent. Handheld gaming consoles will also be a product category for cellular connectivity to count on due to the introduction of the next generation of Sony’s handheld gaming console with embedded 3G at the end of 2011. Berg Insight predicts that portable media players and digital cam-eras with cellular capabilities will be launched in the upcoming years, but these product categories will have to wait for after 2015 before embedded connectivity becomes a commodity.

Continuously decreasing prices of cellular modules and chipsets are important factors for growth on the connectivity market. The deploy-ments of high-speed cellular networks such as HSPA+ and LTE on most markets globally are another important driver enabling band-width-hungry applications. Simplified certification procedures of new devices with embedded cellular connectivity are also beneficial to the market. High profile marketing of the increasing number of avail-able devices with embedded connectivity such as popular Internet tablets heightens consumer awareness and further illustrates the benefits with cellular connectivity.

The telecom industry is depending on multiple connections per con-sumer for growth but if a majority of consumers is going to consider having multiple devices with cellular connection, a great deal of busi-ness model innovation is required. In order for the wireless consumer device market to take off, prices on mobile data have to decrease and subscription fees for every single connection need to be lowered substantially. Instead, every consumer can open up to having multiple connections, which will still allow for an increased total ARPU.

Which consumer devices offer the best potential for embedding 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 embedding mobile broadband in consumer devices so far?

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

In what ways will LTE increase market growth for emerging wireless devices?

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

Who are the leading providers of consumer electronics products?

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Table of Contents

1 Introduction to wireless consumer devices 1.1 Consumer devices and cellular

connectivity 1.2 Consumer devices and the telecom

industry 1.3 Cellular connectivity integration 1.3.1 Cellular chipsets and modules 1.3.2 Wireless connectivity 1.3.3 The cellular chipset and module

market 1.4 Networks 1.4.1 GSM/HSPA networks 1.4.2 CDMA networks 1.4.3 LTE networks 1.4.4 Other wireless networks 1.4.5 Comparison of technologies

2 Key industry vendors 2.1 Key consumer electronics industry

players 2.1.1 Samsung Electronics 2.1.2 Sony 2.1.3 Apple 2.1.4 LG Electronics 2.2 Key telecom industry players 2.2.1 Vodafone 2.2.2 Telefónica 2.2.3 Deutsche Telekom and T-Mobile 2.2.4 KPN 2.2.5 AT&T 2.2.6 Verizon Wireless 2.2.7 LightSquared 2.2.8 China Mobile 2.2.9 NTT DoCoMo 2.2.10 Softbank 2.2.11 Ericsson 2.2.12 Qualcomm 2.2.13 Huawei 2.2.14 Sierra Wireless 2.2.15 AnyDATA 2.2.16 Jasper Wireless

3 Personal Computing 3.1 Mobile PCs 3.1.1 Notebooks and netbooks drive PC

growth worldwide 3.1.2 Adoption rate of connected notebooks

has grown slower than anticipated 3.2 Internet tablets and smartbooks 3.2.1 New generation of tablets use

smartphone technology 3.2.2 The fledgling Internet tablet market

attracts new vendors

3.2.3 Connectivity is a core feature of Internet tablets and smartbooks

3.3 Personal computing vendor profiles 3.3.1 Hewlett-Packard 3.3.2 Acer 3.3.3 Dell 3.3.4 Toshiba 3.3.5 Lenovo 3.3.6 Asus

4 Media and entertainment 4.1 E-readers 4.1.1 The e-book market 4.1.2 The e-reader market is experiencing a

boom as prices drop 4.1.3 E-readers with cellular connectivity

face competition from Wi-Fi only versions

4.1.4 Content sales central in business models for connected e-readers

4.2 Portable media players 4.2.1 The portable media player market

faces decline 4.2.2 Connected PMPs still primarily rely on

Wi-Fi 4.3 Gaming Consoles 4.3.1 The gaming console market declines

pending next generation hardware 4.3.2 Rise in mobile gaming is stifling

growth for handheld gaming consoles 4.3.3 Gaming consoles and cellular

connectivity 4.4 Vendor profiles 4.4.1 Amazon.com 4.4.2 Barnes & Noble 4.4.3 Hanvon Technology 4.4.4 Nintendo 4.4.5 Microsoft

5 Imaging 5.1 Digital still cameras 5.1.1 Digital cameras face increasing

competition from mobile phones 5.1.2 Digital cameras and cellular

connectivity 5.2 Digital photo frames 5.2.1 Digital photo frames and cellular

connectivity 5.3 Vendor Profiles 5.3.1 Canon 5.3.2 Nikon 5.3.3 Olympus 5.3.4 Panasonic 5.3.5 Eastman Kodak Company

5.3.6 Pandigital 5.3.7 Isabella Products

6 Automotive 6.1 Consumer telematics applications 6.2 Personal navigation devices 6.2.1 Connected personal navigation

devices enable new services 6.2.2 Navigation on converged devices

increasingly popular 6.3 Internet connected car solutions 6.3.1 The ng Connect Program: LTE

Connected Car 6.3.2 Audi: 3G Internet connection now

available on select vehicles 6.3.3 Autonet Mobile: Wi-Fi hotspot for the

car 6.3.4 Ford SYNC: Surpasses 3 million users 6.3.5 Continental Autolinq: Connectivity

platform based on Android 6.3.6 Hughes Telematics Cocero: White-

label telematics for vehicle OEMs 6.4 Vendor profiles 6.4.1 TomTom 6.4.2 Garmin 6.4.3 NAVIGON 6.4.4 Coyote System

7 Market forecasts and trends 7.1 Market trends and drivers 7.1.1 Devices 7.1.2 Cellular networks, modules and

chipsets 7.1.3 Business model innovation 7.2 Market forecasts – Personal

computing 7.2.1 Mobile PCs 7.2.2 Internet tablets and smartbooks 7.3 Market forecasts – Media and

entertainment 7.3.1 E-readers 7.3.2 Portable media players 7.3.3 Gaming consoles 7.4 Market forecasts – Imaging 7.4.1 Digital cameras 7.4.2 Digital photo frames 7.5 Market forecasts – Automotive 7.5.1 Personal navigation devices 7.5.2 Internet connected car solutions

Glossary


mHealth and Home Monitoring

mHealth and Home Monitoring is the third 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 120 pages of unique business intelligence including 5-year industry forecasts and expert commentary to base your business decisions.


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


www.berginsight.com




Home health monitoring market revenue forecast, € million (Worldwide 2009–2015)

M2M Research Series

Where are the business opportunities in mHealth?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 net-works. mHealth is a very broad term that principally involves every kind of mobile health related communication, application or data service. This report covers home health monitoring involving pa-tient self-testing using medical devices and remote transmission of the medical data to healthcare providers for disease management.

Some of the most common conditions being monitored today are chronic diseases including cardiac arrhythmia, hypertension, ischemic diseases, sleep apnea, diabetes, hyperlipidemia, asthma and chronic obstructive pulmonary disease (COPD). These dis-eases are often but not always related to lifestyle. These condi-tions cause substantial costs and reduce both life expectancy and quality of life. The market for home health monitoring of welfare diseases was worth approximately € 7.6 billion in 2010 and is grow-ing about 9 percent annually. The diabetes monitoring segment is by far the largest segment, worth about € 6.3 billion. The market includes revenues from monitoring equipment, disposable materi-als and services. Wireless technologies have only just begun to penetrate the market.

Berg Insight estimates that more than 200 million people in the EU and the US suffer from one or several diseases where home moni-toring can become a treatment option. Additionally, there are those monitoring their personal health without a strict medical need and those monitoring their medication intake. At the end of 2010, an es-timated 1 million patients used a home monitoring service based on equipment with integrated connectivity. The figure does not include patients that use monitoring devices connected to a PC or mobile phone; it only includes systems that rely on monitors with integrated connectivity or systems that use monitoring hubs with integrated cellular or fixed-line modems.

Several companies have developed integrated solutions for moni-toring of multiple chronic diseases and other conditions. Examples include major technology and electronics companies including

Bosch, Honeywell and Philips, or small specialist telehealth com-panies such as Cardiocom, iMetrikus, MedApps and SHL Tele-medicine. Many medical device companies are also active in sales of devices and services focusing on specific vital signs or medical conditions. mHealth has also attracted the interest of many of the leading players in the telecom and IT industries. Business oppor-tunities exist in offering connectivity and data centre infrastructure and services for service providers and device manufacturers that provide home medical monitoring services directly to patients or caregivers.

Moreover, a growing number of application developers have re-leased health and wellness apps for smartphones. Common app types include BMI and calorie calculators, diet guides, exercise guides and sport tracking apps. There are also many medical ref-erence and chronic disease management apps available. In the fu-ture, smartphones are likely to be the primary monitoring device for many patients. More and more vital sign meters can be connected to handsets or PCs using for instance Bluetooth.

The adoption of out-of-hospital wireless monitoring in healthcare is driven by a wide range of incentives, related to everything from de-mographics and technology development to new advancements in medical treatment. However, there are also challenges such as the financing of wireless solutions by what is at large an underfunded healthcare sector. In order to receive reimbursement, suppliers of medical products not only have to prove their worth in a clinical per-spective, but also in an economical perspective. With rising health-care costs, there is an increasing focus on early diagnosis and home treatment – potentially enabled by new technology. Several potential catalysts could speed up the adoption of cellular communication for healthcare monitoring purposes. These include increasing monitor-ing during clinical trials, insurance company requirements and grow-ing popularity for non-prescribed medical monitoring.

Which medical conditions offer the best potential for wireless health monitoring solutions?

Who are the leading providers of medical devices for home monitoring?

Which are the general technology trends for home health monitoring equipment?

What initiatives have been taken by the leading players in the telecom and IT industries?

Why are smartphone applications so significant for the mHealth market?

How will standardisation facilitate the integration of medical devices and mobile handsets?

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

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Table of Contents

1 The challenge from welfare diseases 1.1 Introduction 1.1.1 The ageing world population 1.1.2 Metabolic syndrome and lifestyle related

diseases 1.2 Common chronic diseases 1.2.1 Cardiac arrhythmia 1.2.2 Hypertension 1.2.3 Ischemic diseases 1.2.4 Sleep apnea 1.2.5 Chronic respiratory diseases 1.2.6 Diabetes 1.2.7 Hyperlipidemia 1.3 Healthcare providers and

reimbursement systems 1.3.1 Healthcare in Asia and Australia 1.3.2 Healthcare in Europe 1.3.3 Healthcare in North America

2 mHealth and telecom industry initiatives 2.1 Telecom operators 2.1.1 AT&T announces ForHealth practice area

and service portfolio 2.1.2 Orange Group aims for leadership in

eHealth services 2.1.3 Qualcomm remains highly active in

mHealth after cancelling MVNO plans 2.1.4 SaskTel and Alcatel-Lucent cooperates on

remote patient monitoring 2.1.5 TELUS hosts and operates Microsoft’s

HealthVault platform in Canada 2.1.6 Verizon Communications and Verizon

Wireless 2.1.7 Vodafone establishes Health Solutions

business unit 2.2 Mobile handsets 2.2.1 Smartphone vendors and operating

systems 2.2.2 Application stores provide a new channel

to the market for developers 2.2.3 Medical applications 2.3 Personal health record initiatives 2.3.1 Google Health 2.3.2 Microsoft HealthVault 2.3.3 Dossia personal health platform 2.4 Industry associations 2.4.1 Continua Health Alliance 2.4.2 The Bluetooth SIG Medical Working Group 2.4.3 American Telemedicine Association 2.4.4 CTIA 2.4.5 GSMA 2.4.6 mHealth Alliance 2.4.7 West Wireless Health Institute 2.4.8 Wireless-Life Sciences Alliance

3 Home healthcare monitoring 3.1 Trends in health monitoring 3.1.1 Going digital, going wireless 3.1.2 Distance disease management 3.1.3 Outsourcing of health monitoring

3.2 Medical monitoring devices 3.2.1 Cardiac monitoring 3.2.2 Blood pressure monitoring 3.2.3 Blood coagulation monitoring 3.2.4 Blood oxygen level monitoring 3.2.5 Glucose monitoring 3.2.6 Lipid monitoring 3.2.7 Sleep monitoring 3.2.8 Breath monitoring 3.3 Regulatory environment 3.3.1 Regulatory environment in Europe 3.3.2 Regulatory environment in the US 3.3.3 Regulatory environment on other major

markets 3.3.4 International standardisation 3.4 Wireless M2M technology 3.4.1 Chipsets, modules and terminals 3.4.2 M2M network services

4 Physiological monitoring solution providers 4.1 Cardiac monitoring 4.1.1 CardioNet 4.1.2 LifeWatch 4.1.3 Aerotel Medical Systems 4.1.4 Biotronik 4.1.5 Boston Scientific 4.1.6 Corventis 4.1.7 Curvus 4.1.8 eCardio Diagnostics 4.1.9 Kiwok 4.1.10 Medtronic 4.1.11 SHL Telemedicine 4.1.12 Sorin Group 4.1.13 St Jude Medical 4.2 Blood pressure monitoring 4.2.1 Omron Healthcare 4.2.2 A&D Medical 4.2.3 Microlife 4.2.4 IEM 4.2.5 Medisana 4.2.6 Rossmax 4.3 Coagulation monitoring 4.3.1 Alere 4.3.2 CoaguSense 4.3.3 Thoratec 4.4 Sleep monitoring 4.4.1 ResMed 4.4.2 CareFusion 4.4.3 Braebon 4.4.4 Cadwell 4.4.5 CleveMed 4.4.6 Embla 4.4.7 Grass Technologies 4.5 Blood oxygen monitoring 4.5.1 Covidien 4.5.2 Masimo 4.5.3 Nonin Medical 4.5.4 Opto Circuits 4.6 Air flow monitoring 4.6.1 Smiths Medical 4.6.2 Clement Clarke International 4.6.3 Medical Electronic Construction

4.6.4 Medical International Research 4.6.5 Midmark 4.6.6 Ndd Medizintechnik 4.6.7 nSpire Health 4.6.8 SDI Diagnostics 4.6.9 Sibelmed 4.6.10 Welch Allyn 4.7 Glucose level monitoring 4.7.1 Abbott Laboratories 4.7.2 Bayer Healthcare 4.7.3 Johnson & Johnson 4.7.4 Roche 4.7.5 DexCom 4.8 Lipid monitoring 4.8.1 CardioChek 4.8.2 Apex Biotechnology 4.8.3 Biomedix

5 Medication and integrated monitoring solution providers 5.1 Integrated telehealth solution providers 5.1.1 GE and Intel forms telehealth joint venture 5.1.2 Honeywell HomMed 5.1.3 Philips Healthcare 5.1.4 Bosch Healthcare 5.1.5 BodyTel 5.1.6 Cardiocom 5.1.7 iMetrikus 5.1.8 MedApps 5.1.9 Medic4All 5.1.10 OBS Medical 5.1.11 Tunstall Group 5.1.12 Vitaphone 5.2 Medication compliance monitoring 5.2.1 Aardex Group 5.2.2 Bang & Olufsen Medicom 5.2.3 Cypak 5.2.4 Information Mediary Corporation 5.2.5 M-PLIFY 5.2.6 Proteus Biomedical 5.2.7 SIMpill 5.2.8 Vitality 5.2.9 Vocel

6 Market analysis and forecasts 6.1 Market analysis 6.2 Market drivers and barriers 6.2.1 An ageing population 6.2.2 Increasing welfare disease prevalence 6.2.3 Focus on disease prevention 6.2.4 Substitutes to medical monitoring 6.3 Potential market catalysts 6.3.1 Increased monitoring during clinical trials 6.3.2 Insurance companies demanding

monitoring 6.3.3 Non-prescribed monitoring and healthcare

consumerism 6.4 Market forecast 6.5 Recommendations for mobile industry

players

Glossary


The Global Wireless M2M Market

The Global Wireless M2M Market is the third consecutive report analysing the latest market developments in all regions of the world.


Highlights from the third edition of the report:

360-degree overview of the M2M ecosystem.

Updated profiles of the main suppliers of wireless M2M modules and software.

Reviews of the new M2M initiatives launched by top global mobile operators.

Summary of industry trends in key vertical market segments.

Statistical data on M2M adoption in major regions and industries.


M2M Research Series


www.berginsight.com




Cellular M2M network connections (World 2009–2015)

M2M Research Series

A strong year for wireless M2M in 2010The global wireless M2M market displayed accelerating growth in 2010, fuelled by the worldwide economic recovery. Berg Insight esti-mates that shipments of wireless M2M communication units – mod-ules, integrated terminals and chipset based solutions – for enterprise applications increased by 48.0 percent to a new record level of 37.0 million units. The number of new M2M device activations was 37.3 million, up 55 percent year-on-year. Adjusted for churn, this resulted in net additions of 26.0 million M2M connections in 2010, taking the global installed base of cellular M2M devices to an estimated 81.4 mil-lion units. Until 2015, Berg Insight forecasts that shipments of cellular M2M devices are forecasted to grow at a compound annual growth rate (CAGR) of 25.1 percent to reach 95.7 million units. During the same period, the number of cellular M2M connections is forecasted to grow at a compound annual growth rate (CAGR) of 32.0 percent to reach 294.1 million, supported by a decline in yearly churn from nearly 25 percent in 2009 to around 10 percent by 2015.

A worldwide recovery in motor vehicle sales had a positive impact on the wireless M2M market. Automotive and fleet is the largest vertical market segment and is projected to remain so into the future. Impor-tant developments in the OEM automotive segment included the final implementation of Resolution 245 in Brazil, which now requires secu-rity tracking devices in all new motor vehicles and continued progress for the eCall initiative in Europe. The aftermarket automotive segment saw increasing adoption of fleet management technology and ap-plications related to financial services such as motor insurance and vehicle leasing. Otherwise the most significant market trend in 2010 was the rise of wirelessly enabled consumer electronics devices. Nei-ther classified as handsets, nor traditional M2M devices, these con-nected consumer products are likely to eventually evolve into a new category of wireless products. The most successful product was the e-reader, which has taken the US book market by storm selling in mil-lions. Another success is navigation and traffic information products such as connected PNDs.

The most significant events in the M2M technology and hardware in-dustry was two major acquisition deals that established new players in the market. The first unfolded as a result of the collapse of the pri-vate equity consortium that acquired Cinterion from Siemens in 2008. In the ensuing sale of the company, Gemalto beat rivalling bids from Novatel Wireless and Telit to grab the most distinguished player in

the industry for € 163 million in June 2010. In the aftermath, Novatel Wireless instead turned to Enfora and entered an agreement to ac-quire the company for € 47 million in November 2010. Two trends in product development were the extension of M2M module ranges with low-cost, automotive and 3G/4G devices and an increasing focus on software solutions. High-speed HSPA modules became more widely available and at the end of 2010 some vendors announced their first LTE devices. M2M software is becoming an increasingly important part of the product mix for traditional hardware vendors, at the same time as new specialised M2M software companies strengthen their role in the ecosystem.

M2M and connected devices are widely recognised as key future growth markets among the leading players in the mobile telecommu-nications industry. The top US operators Verizon Wireless and AT&T were the largest providers of M2M connectivity services at the end of Q3-2010, having nearly 8 million connections each. AT&T reported the highest year-on-year growth rate of 137 percent, the direct result of a strategic initiative launched in late 2008. Behind them Vodafone has accumulated roughly 7 million M2M connections across its glo-bal operations. China Mobile reported 5 million M2M devices on its network in mid-2010 and is currently adding around half a million new connections each quarter. T-Mobile, Telefónica and Telenor have emerged as major international M2M communication providers hav-ing between 3–5 million connections each. One of the cornerstones in mobile operator strategies for addressing the M2M market is the deployment of an M2M service delivery platform. Jasper Wireless has emerged as the leading player in this field, supplying its plat-form to among others AT&T, América Móvil, KPN, Telefónica, Telstra and Vimpelcom. Vodafone is in the process of rolling out its GDSP M2M platform across its global footprint and Verizon Wireless has implemented an M2M platform from its nPhase joint-venture with Qualcomm. Other mobile operators developing proprietary M2M platforms include Orange, Telenor and Sprint.

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

What are the main drivers behind growth in Europe, the Americas and Asia-Pacific?

Which vertical market segments will be most important for driving future growth?

What are the initial results of M2M initiatives launched by the top global mobile operators?

What will be the future role of M2M aggregators and managed service providers?

How will the emergence of wirelessly enabled consumer electronics change the market?

What effects will the ongoing consolidation have on the M2M hardware industry?

Who are the leading providers of M2M software and service delivery platforms?

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Table of Contents

1 Introduction to wireless M2M 1.1 Introduction 1.2 Devices 1.2.1 Chipsets, modules and terminals 1.2.2 Device design and machine integration 1.2.3 Value chain 1.3 Networks 1.3.1 GSM/HSPA networks 1.3.2 CDMA networks 1.3.3 LTE networks 1.3.4 Other wireless networks 1.3.5 Wireless M2M connectivity solutions 1.4 Applications 1.4.1 Car telematics 1.4.2 Fleet management 1.4.3 Smart grids and intelligent metering 1.4.4 Fixed wireless communication 1.4.5 Remote control and monitoring 1.4.6 Consumer electronics 1.5 Solution providers and integrators 1.5.1 Device manufacturers 1.5.2 System integrators 1.5.3 Vertical ASPs 1.5.4 B2B/B2C service providers 1.5.5 OEMs

2 M2M technology providers 2.1 Connected device networking

solutions 2.2 Embedded wireless module vendors

in the M2M market 2.2.1 Sierra Wireless 2.2.2 Cinterion 2.2.3 Telit 2.2.4 SIMCom 2.2.5 AnyDATA 2.2.6 Enfora 2.2.7 Huawei 2.2.8 Sagemcom 2.2.9 Motorola 2.2.10 u-blox 2.2.11 Fusion Wireless 2.2.12 Asian embedded module vendors 2.2.13 Western 3G/4G embedded

module vendors 2.2.14 Wireless chipset suppliers 2.2.15 SIM technology vendors

2.3 M2M platform and software providers 2.3.1 Amplia 2.3.2 Axeda 2.3.3 Comarch 2.3.4 Jasper Wireless 2.3.5 Logica 2.3.6 nPhase 2.3.7 Red Bend 2.3.8 SmartTrust 2.3.9 Wyless 2.4 Industry analysis 2.4.1 Profitability 2.4.2 Industry consolidation 2.4.3 New focus on M2M software and

integrated solutions 2.4.4 Consumer devices accelerate adoption

of 3G/4G wireless technologies

3 M2M communication providers 3.1 Europe and International 3.1.1 Vodafone 3.1.2 Deutsche Telekom and T-Mobile 3.1.3 Telefónica 3.1.4 Orange 3.1.5 Telenor 3.1.6 Vimpelcom 3.1.7 KPN 3.1.8 SFR 3.1.9 TeliaSonera 3.1.10 M2M communication aggregators 3.1.11 CDMA450 and alternative wireless

network operators 3.2 The Americas 3.2.1 AT&T 3.2.2 Verizon Wireless 3.2.3 Sprint 3.2.4 LightSquared 3.2.5 Rogers Wireless, Bell Mobility and

TELUS Mobility 3.2.6 América Móvil 3.2.7 M2M communication aggregators 3.2.8 Satellite and alternative wireless

network operators 3.3 Asia-Pacific 3.3.1 China Mobile 3.3.2 NTT DoCoMo 3.3.3 KDDI 3.3.4 Softbank 3.3.5 Telstra

3.4 Industry analysis 3.4.1 Top global telecom groups focus on

embedded connectivity to drive growth 3.4.2 Rush to deploy M2M service delivery

platforms 3.4.3 Operator M2M organisations expand

their international presence 3.4.4 New focus on consumer devices 3.4.5 Channel partners have a key role in the

M2M connectivity sales process

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 Metering industry trends 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 Devices 5.2 Connectivity services 5.3 Regional markets 5.3.1 Europe 5.3.2 The Americas 5.3.3 Asia-Pacific 5.3.4 Middle East & Africa

Glossary


Car Telematics and Wireless M2M

Car Telematics and Wireless M2M is the fifth consecutive report analysing the latest developments on the European market.



Understand the dynamics of the European car telematics industry.

Learn about the telematics strategies of the technology leading car manufacturers.

Evaluate the likelihood for eCall to become operational in 2014-2015.

Identify the leading providers of aftermarket vehicle tracking solutions and connected PNDs.

Realise the potential importance of motor insurance providers in the telematics value chain.

Profit from valuable insights about the most successful business and technology propositions on the market.

M2M Research Series


www.berginsight.com




Shipments of car telematics units (Europe 2009–2015)

M2M Research Series

Where is the European telematics market headed?Telematics is a broad term that may be applied to a wide range of automotive IT solutions. Berg Insight’s definition of a car telematics solution in this report is an automatic system designed for passen-ger cars which incorporate some form of wireless communication via a wide area network. The history of car telematics can be traced back to the first stolen vehicle tracking systems based on RF com-munication using unlicensed frequency bands, which appeared on the market in the 1980s. Subsequently mobile networks have enabled true online connectivity with two-way communication at the same time as GPS technology has been commoditised to the extent that high-accuracy satellite positioning can be integrated into virtu-ally any device. Today a standard telematics unit features GPRS, GPS and frequently also some kind of interface to the electronics systems of the vehicle. This kind of device may be used as a plat-form for one or several types of applications.

Several categories of car telematics applications are today offered on a commercial basis. These include eCall and driver assistance, SVR, connected navigation, motor insurance telematics, road charging, leasing and rental fleet management and vehicle diagnostics. eCall and driver assistance applications deliver value in the form of im-proved safety and better convenience when travelling. SVR facilitates recovery of the car in case of theft and frequently entitles the owner to insurance benefits. Connected navigation enables access to up-to-date map data and other online services. Motor insurance telematics combines SVR with innovative business models such as PAYD (Pay-As-You-Drive). Road charging is gaining momentum as a new method for financing privately operated motorways, raising tax revenues and tackling congestion. Leasing and rental fleet management gives own-ers better control over hired-out vehicles and enables new forms of contracts. Vehicle diagnostics allows car manufacturers, dealers and workshops to improve their service offering to car owners.

Berg Insight estimates that total shipments of car telematics systems in EU27+2 reached 0.85 million units in 2009. Growing at a compound annual growth rate of 35.0 percent, the shipments are expected to reach 1.6 million units in 2011. During the same period the number of active telematics service subscribers is forecasted to grow at a com-pound annual growth rate of 23.1 percent from 3.5 million subscribers in 2009 to 5.4 million in 2011. From 2012, Berg Insight expects a sharp

increase of OEM systems in preparation for the full scale introduc-tion of eCall. By 2015 the pan-European safety system is anticipated to generate shipments of about 15 million OEM telematics units and push the total number of active subscribers to 28.7 million in 2015. Already in 2012 OEM systems are forecasted to catch up with after-market systems in terms of shipments and active subscribers. eCall and other OEM initiatives are also expected to curb the growth for aftermarket systems.

Until now OEM telematics propositions have so far largely failed to make a significant impression on the European market. Availability is still restricted to a handful of brands and models on selected markets. PSA and BMW are still the most active players in the market, bundling telematics services with navigation, audio and Bluetooth handsfree products. Recently they have upgraded and extended their offerings to cover most of Western Europe. PSA was also the first car manufac-turer to have introduced an eCall device as a standard feature on se-lected models from 2010. Fiat, Volvo Cars and premium brands such as Porsche, Jaguar and Land Rover have also been active on the mar-ket for some time. In late 2011, Berg Insight anticipates that additional brands will launch OEM telematics solutions on the European market in response to the eCall intiative within the EU. The European Com-mission has a strong commitment to introducing eCall as a standard feature in all new cars and recently set 2014 as the new target date for realising this vision – through regulations if nessecary.

The aftermarket telematics market is now recovering from the eco-nomic crisis. Particularly SVR product sales are linked to the demand for exclusive cars and were affected by lower car sales in this segment during 2009. The adoption of motor insurance telematics has slowed down somewhat as the initial success in Italy proved difficult to transfer to additional markets. Insurance providers are however now estab-lished as an important distribution channel for aftermarket telematics providers in a number of countries and Octo Telematics, which first developed it, is firmly established as the leading supplier.

What are the dynamics behind developments in the European car telematics industry?

What is the current status of the eCall initiative?

What are the latest developments on innovative road charging schemes in Europe?

Why is motor insurance telematics successful in Italy?

What are the main trends on the connected navigation market?

How is RF tracking technology standing up against GSM/GPS?

Who are the leading providers of aftermarket vehicle tracking solutions?

How is the OEM telematics value chain evolving?

What are the current car telematics propositions from Europe’s main car brands?

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Table of Contents

1 Passenger cars in Europe 1.1 Introduction 1.2 Car manufacturers 1.3 Leasing and rental companies 1.4 Motor insurance 1.5 Emergency services and assistance

providers 1.5.1 PSAP and SOC organisations 1.5.2 Assistance providers 1.5.3 Automobile clubs 1.6 Passenger cars and the environment 1.6.1 Electric vehicles 1.6.2 Hybrid electric vehicles

2 Car telematics solutions 2.1 Car telematics infrastructure 2.1.1 Vehicle segment 2.1.2 Tracking segment 2.1.3 Network segment 2.1.4 Service segment 2.2 Car telematics applications 2.2.1 eCall and roadside assistance 2.2.2 Stolen vehicle recovery 2.2.3 Motor insurance telematics 2.2.4 Leasing and rental fleet management 2.2.5 Vehicle diagnostics 2.2.6 Electronic toll collection and congestion

charging 2.2.7 Connected navigation 2.3 Electric vehicles versus conventional

vehicles 2.4 Aftermarket solutions versus OEM

solutions

3 Market forecasts and trends 3.1 Car telematics market forecast 3.2 Application trends 3.2.1 eCall: The EC sets 2014 as new target for

pan-European introduction 3.2.2 SVR: Declining price advantage for RF

tracking against GSM/GPS 3.2.3 Motor insurance telematics: Spreading

across Europe 3.2.4 Connected navigation: Low-cost factory-fit

OEM solutions 3.2.5 Road charging: Privacy concerns may block

online satellite tracking systems 3.2.6 CRM: Telematics will be used to drive a

connected CRM strategy for OEMs 3.3 Value chain analysis 3.3.1 Aftermarket solution providers 3.3.2 OEM solution providers 3.3.3 Car brands and dealers 3.3.4 Telecom industry players 3.3.5 Continued consolidation trends in the

aftermath of the financial crisis 3.4 Future industry trends

4 Aftermarket vehicle tracking solutions 4.1 Value chain overview 4.2 Aftermarket vehicle tracking solution

providers 4.2.1 AutoGuard 4.2.2 Autotxt 4.2.3 Cesar Satellite 4.2.4 Cobra Automotive Technologies 4.2.5 Detector 4.2.6 MetaSystem 4.2.7 Pointer Telocation

4.2.8 SECAR 4.2.9 TRACKER Network 4.2.10 Traqueur 4.2.11 Trafficmaster 4.2.12 Viasat Group 4.2.13 Other vehicle tracking vendors 4.3 Insurance industry telematics

initiatives 4.3.1 Italy: Motor insurance providers adopt

telematics to combat theft and fraud 4.3.2 Spain: MAPFRE offers YCar targeting 18–30

year olds 4.3.3 United Kingdom: Coverbox PAYD has fitted

7,500 cars after one year 4.3.4 United Kingdom: Insure the Box new entrant

with PAYD scheme 4.3.5 United Kingdom: Thatcham CAT 5 and TQA

vehicle security standards

5 OEM telematics solutions 5.1 Value chain overview 5.2 Automotive suppliers 5.2.1 Actia 5.2.2 Continental Automotive Group 5.2.3 Delphi Automotive 5.2.4 Denso 5.2.5 Magneti Marelli 5.3 Telematics service providers 5.3.1 Airbiquity 5.3.2 Altea 5.3.3 ATX Group 5.3.4 Connexis 5.3.5 Eurowatch 5.3.6 Hughes Telematics 5.3.7 IMA 5.3.8 Octo Telematics 5.3.9 Tema.Mobility 5.3.10 WirelessCar 5.4 OEM telematics propositions 5.4.1 BMW 5.4.2 Fiat Group 5.4.3 Ford 5.4.4 Jaguar and Land Rover 5.4.5 Mercedes-Benz 5.4.6 Porsche 5.4.7 PSA Peugeot Citroën 5.4.8 Volvo Car

6 Connected navigation devices 6.1 Introduction 6.2 In-dash connected navigation solution

providers 6.2.1 TomTom and Renault 6.2.2 TomTom and Fiat 6.2.3 TomTom collaborations with Sanyo and

Sony 6.2.4 Aisin AW and Toyota 6.2.5 Masternaut 6.2.6 Trafficmaster 6.3 Connected PND solution providers 6.3.1 TomTom 6.3.2 Garmin 6.3.3 MiTAC International

6.3.4 Navigon 6.3.5 Medion 6.3.6 MyGuide Americas 6.3.7 Coyote System 6.3.8 Mobile Devices 6.4 Mobile navigation services

7 The European eCall initiative 7.1 Regulatory process 7.1.1 Activities of DG eCall and other working

groups 7.1.2 Actions by the EC and EU Member States 7.1.3 Stakeholder positions on eCall 7.2 eCall functional specifications and

standardisation 7.2.1 IVS functional specifications 7.2.2 MSD transport mechanism 7.2.3 PSAP requirements 7.3 Case studies 7.3.1 Germany: ADAC performs international

feasibility trial of eCall 7.3.2 United Kingdom: National PSAPs support

private eCall services 7.3.3 United States: GM OnStar provides

emergency call service to 6 million cars

8 Road charging for passenger cars 8.1 Overview of ETC technologies 8.1.1 Automatic Number Plate Recognition

(ANPR) 8.1.2 Dedicated Short Range Communication

(DSRC) 8.1.3 GPRS/GPS 8.2 ETC charging concepts 8.3 Interoperability of ETC systems 8.4 Future developments and trends 8.5 Case studies 8.5.1 The national truck tolling scheme in

Slovakia launched in January 8.5.2 Toll Collect in Germany generated revenues

of € 4.4 billion in 2009 8.5.3 Road pricing in Stockholm successful in

cutting congestion 8.5.4 Planning for a nationwide road charging

rollout in the Netherlands 8.5.5 The London congestion charge generates

yearly revenues of € 367 million 8.6 Road charging solution providers 8.6.1 Autostrade 8.6.2 EFKON 8.6.3 GMV 8.6.4 Kapsch TrafficCom 8.6.5 Q-Free 8.6.6 Sanef Group 8.6.7 Satellic Traffic Management 8.6.8 Skymeter 8.6.9 Thales

Glossary


Smart Metering in North America and Asia-Pacific

Smart Metering in North America and Asia-Pacific is a comprehensive market report from Berg Insight analysing the latest developments for smart metering in two dynamic regions.

This strategic research report from Berg Insight provides you with over 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 report:

Case studies of smart metering projects by the leading energy groups in North America and Asia-Pacific.

In-depth market profiles of the US, Canada, China, Japan, South Korea, Australia and New Zealand.

Status updates on the development of smart grid and communication technology.

Profiles of the key players in the smart metering industry in North America and Asia-Pacific.

Forecasts for smart meter shipments and penetration rates until 2015.

Analysis of the latest market and industry developments in each region.

M2M Research Series


www.berginsight.com




Projected penetration rates for smart electricity metering in North America and Asia-Pacific

M2M Research Series

Smart meters on the rise in North America and Asia-PacificSmart grid is one of the latest buzzwords in the energy sector and has become a catch-phrase for politicians, academics and industry lead-ers alike. The vision is to exploit the latest technology to address the immense challenge of securing the energy supply in the 21st century. The concept of smart grids is at times put forward as a revolutionary solution to a wide array of problems, ranging from the West’s de-pendency on Middle Eastern oil to global warming. A more realistic expectation is however that smart grid technology will contribute to improved efficiency and reliability in energy distribution and better optimisation in allocation of resources and utilisation of assets.

Smart metering is widely regarded as the cornerstone for future smart grids. In the history of metering technology, smart metering repre-sents the third stage in a chain of developments spanning more than 100 years. Manually read meters have been around since the advent of the utility industry in the late 19th century. Over the last three dec-ades, automated meter reading (AMR) based on one-way or two-way communication has evolved. Smart metering broadens the scope of AMR beyond just meter readings with additional features enabled by two-way data communication. A smart metering solution generally delivers a range of applications using an infrastructure comprising networked meters, communication networks and data collection and management systems.

Smart electricity meters are being introduced all over the developed world. North America and Asia-Pacific are two of the most dynamic market regions that will see massive projects realised over the next five to ten years. Berg Insight forecasts that the installed base of smart electricity meters in North America will grow at a compound annual growth rate of 31.3 percent between 2009 and 2015 to reach 78.3 million units at the end of the period. Asia-Pacific is projected to see the installed base of smart meters soar from a low level to 116.5 mil-lion units by 2015.

North America has the world’s highest penetration for automatic meter reading, exceeding 50 percent. Over the past years, many of the largest utilities in the US have embarked on ambitious smart grid schemes where one of the main objectives is to deploy second gen-eration advanced metering infrastructure. AEP, PG&E, Southern Cali-fornia Edison, Southern Company and Oncor are some of the largest utility groups having committed to full-scale rollouts to all customers.

Furthermore there are numerous projects among medium sized and small utilities throughout the country. National and state policies play a major role in shaping developments. The US market received a major boost through the Obama Administration’s American Recovery and Reinvestment Act that includes US$ 43 billion ear-marked for the energy sector plus tax incentives. A number of states, including Cali-fornia, Texas, Florida and Pennsylvania have approved utility plans for massive smart meter deployments, while others such as Virginia have turned down major project proposals. In Canada, the states of Ontario and British Columbia have introduced a mandatory require-ment for smart electricity meters for all customers by 2010 and 2012 respectively. BC Hydro will start Canada’s largest project to date in 2010, involving 1.8 million metering points.

Asia-Pacific is in an early phase of the adoption of smart metering tech-nology. Large-scale rollouts to residential customers have only recently begun in Japan and South Korea, while China remains in the piloting stage. National and industry leaders do however have clear visions for the adoption of the technology over the course of this decade. South Korea has adopted a national plan for the construction of a smart grid by 2020. Japan already has the world’s most advanced power grid monitoring systems in place and several of the leading utilities have announced plans for smart meter deployments over the next ten years. China is investing massively in the expansion of the nation’s energy infrastructure to keep up with the rapidly increasing power demand. State Grid Corporation of China is preparing for a nationwide rollout of smart meters to all electricity customers from the mid-2010s. Australia and New Zealand began massive installations of smart meters at the end of the last decade. Adoption is driven by regulations in the case of Australia and by the main industry players in New Zealand.

How are national energy policies driving the adoption of smart metering?

What new smart metering projects have been enabled by the US federal stimuli funds?

Which province in Canada is next in line to introduce smart meters after Ontario?

When will China begin the nationwide rollout of smart meters to 260 million electricity customers?

What is the role for smart metering in South Korea’s national smart grid plan?

What is the current status for smart metering in Japan?

What is driving adoption of smart meters in Australia and New Zealand?

Who are leading the race for market leadership in North America?

Which are the main providers of PLC and wireless communication technology for smart meters?

Who are the leading suppliers of smart metering solutions in China?

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Table of Contents

1 Smart grids and intelligent meters 1.1 Introduction to smart girds 1.2 Smart metering 1.2.1 Smart metering applications 1.2.2 Smart metering infrastructure 1.2.3 Benefits of smart metering 1.3 Project strategies 1.3.1 System design and sourcing 1.3.2 Rollout and integration 1.3.3 Implementation and operation 1.3.4 Communicating with customers 1.4 Regulatory issues 1.4.1 Models for the introduction of smart

meters 1.4.2 Standardisation 1.4.3 Individual rights issues

2 PLC and wireless communication technologies 2.1 PLC versus wireless

communication 2.1.1 PLC point-to-multipoint 2.1.2 Wireless Mesh point-to-

multipoint 2.1.3 Cellular networks point-to-point 2.1.4 Home area networking 2.2 PLC technology and vendors 2.2.1 Industry associations and

standards 2.2.2 Tier one semiconductor

companies 2.2.3 Advanced Digital Design 2.2.4 Atheros Communications 2.2.5 CURRENT 2.2.6 Leaguer Microelectronics 2.2.7 Yitran Communications 2.3 Wireless technology and

vendors 2.3.1 Industry initiatives and standards 2.3.2 Arcadian Networks 2.3.3 Cinterion Wireless Modules 2.3.4 Coronis 2.3.5 Ember 2.3.6 Motorola 2.3.7 Sierra Wireless 2.3.8 Sigma Designs 2.3.9 Simcom 2.3.10 Telit

3 Smart metering industry players 3.1 Meter vendors 3.1.1 Landis+Gyr 3.1.2 Itron 3.1.3 Elster 3.1.4 Aichi Tokei Denki

3.1.5 EDMI 3.1.6 GE Energy 3.1.7 Hangzhou PAX Electronic 3.1.8 Holley Metering 3.1.9 Jiangsu Linyang 3.1.10 LS Industrial Systems 3.1.11 Osaki Electric 3.1.12 Sanxing Electric 3.1.13 Schneider Electric 3.1.14 Sensus 3.1.15 Wasion 3.1.16 Second tier Chinese meter

vendors 3.1.17 European meter vendors 3.2 Smart metering communication

solution providers 3.2.1 Aclara 3.2.2 Arc Innovations 3.2.3 Cooper Power Systems 3.2.4 Comverge 3.2.5 Echelon 3.2.6 Grid Net 3.2.7 KDN 3.2.8 NURI Telecom 3.2.9 Omni System 3.2.10 Silver Spring Networks 3.2.11 SmartSynch 3.2.12 Tantalus 3.2.13 Trilliant 3.3 MDMS and middleware vendors 3.3.1 Ecologic Analytics 3.3.2 eMeter 3.3.3 EnergyICT 3.3.4 NorthStar Utilities Solutions 3.3.5 Oracle 3.3.6 SAP

4 Market analysis 4.1 North America 4.1.1 Market forecast 4.1.2 Technology trends 4.1.3 Industry analysis 4.2 East Asia 4.2.1 Market forecast 4.2.2 Technology trends 4.2.3 Industry analysis 4.3 Australia and New Zealand 4.3.1 Market forecast 4.3.2 Technology trends 4.3.3 Industry analysis

5 North America 5.1 Regional summary 5.2 United States 5.2.1 Electricity and gas utilities 5.2.2 Federal smart grid and metering

initiatives

5.2.3 Regional overview: Northeast 5.2.4 Regional overview: Midwest 5.2.5 Regional overview: South 5.2.6 Regional overview: West 5.3 Canada 5.3.1 Electricity and gas utilities 5.3.2 Ontario’s smart meter rollout 5.3.3 Smart metering initiatives in other

provinces

6 Asia-Pacific 6.1 Regional summary 6.2 China 6.2.1 Electricity industry structure 6.2.2 Smart grid and metering

initiatives 6.3 Japan 6.3.1 Electricity and gas utility industry

structure 6.3.2 Smart grid and metering

initiatives 6.4 South Korea 6.4.1 Electricity and gas utility industry

structure 6.4.2 National smart grid plan for 2020 6.5 Australia 6.5.1 Electricity and gas utility industry

structure 6.5.2 Regulation driven deployments of

smart meters 6.6 New Zealand 6.6.1 Electricity industry structure 6.6.2 Industry driven deployments of smart

meters

7 Case studies 7.1 North America 7.1.1 Pacific Gas & Electric 7.1.2 American Electric Power 7.1.3 Southern Company 7.1.4 CenterPoint Energy 7.1.5 Tennessee Valley Authority 7.1.6 Hydro One 7.2 East Asia 7.2.1 State Grid Corporation of China 7.2.2 Kansai Electric Power 7.2.3 KEPCO 7.3 Australia and New Zealand 7.3.1 Jemena and UED 7.3.2 SP AusNet 7.3.3 Vector

Glossary


The European Wireless M2M Market

The European Wireless M2M Market is the third consecutive report analysing the market for mobile network machine-to-machine communication in Europe.


Highlights from the third edition:

Wireless M2M market data per country and estimated market shares for network operators.

Summary of important regional and vertical market trends.


In-depth profiles of 11 mobile operators and 13 wireless M2M communication aggregators.

Case studies of major deployments of GPRS in smart metering projects.

M2M Research Series

Berg Insight’s M2M Research SeriesWhat 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 intelligent metering, fleet management or vehicle telematics. Once per year we also a publish summaries of our research with detailed forecasts for the Global and European wireless M2M markets, respectively.

www.berginsight.com




Active wireless M2M SIM-cards in Europe (2007–2013)

M2M Research Series

What are the latest trends on the European wireless M2M Market?Berg Insight estimates that the number of active SIM-cards in use for wireless M2M applications in EU23+2 will reach 14.1 million at the end of 2008. This means total number of mobile network connections used by machines now equal that of a medium-sized European country. Until 2013, the number of wireless M2M con-nections is forecasted to grow at a compound annual growth rate of 32.9 percent, reaching 58.6 million at the end of the period. Currently energy meters are estimated to account for the larg-est installed base, ahead of private and commercial vehicles. By 2013 the automotive sector is projected to account for 61 percent of the number of wireless M2M connections in Europe. Energy meters will remain the second largest application area ahead of security alarms and POS-terminals. Growing adoption of remote equipment monitoring will also generate a substantial number of wireless M2M connections for other types of assets and products from virtually all manufacturing industries. In light of the recent economic turmoil it is however important to note that the wireless M2M market is sensitive to fluctuations in shipments of products such as motor vehicles, energy meters, security alarms, POS-ter-minals and miscellaneous machinery and equipment.

Adoption of wireless M2M has been growing rapidly across Eu-rope in the recent years. Berg Insight estimates that the number of active SIM-cards in use for wireless M2M applications in EU23+2 was 12.3 million at the end of Q2-2008. This corresponded to 2.2 percent of the total number of SIM-cards in the region. Sweden and Finland stood out the rest of the European countries with M2M accounting for 13.4 percent and 7.7 percent respectively of all mobile connections. Other countries with high ratios of M2M connections were Denmark with 3.8 percent and Spain with 2.7 percent. All other countries were in the range of 1–2 percent. In ab-solute terms, Italy constituted the largest geographical market with 1.9 million connections, followed by Germany and the UK with 1.8 million and 1.7 million respectively. Other markets with one million connections or more were Sweden, Spain and France.

Even if wireless M2M is a B2B market in the sense that products and services are sold to enterprise customers, the underlying de-mand is in fact to a large extent driven by consumer markets. That is particularly true for the largest projects that involve hundred thousands of devices. Nine out of the ten largest wireless M2M de-ployments in Europe are consumer-oriented. These include smart metering projects in Sweden, Finland, Italy and the Netherlands; pan-European vehicle tracking solutions for private vehicles; OEM car telematics solutions from major car brands and the largest so-lution for monitored security alarms in Europe. Only the German truck road charging system Toll Collect cannot be classified as a consumer-oriented application.

Berg Insight believes that the wireless M2M network service val-ue chain will undergo a significant transformation in the coming years. Until recently the world’s largest mobile operator groups have shown limited interest in M2M. Top global players such as Vodafone, Telefónica and Deutsche Telekom have not yet formu-lated any official group strategies for exploiting the new market op-portunities. Current business development and marketing efforts are primarily being made by relatively small teams on individual markets. One notable exception is Telenor which is actively ad-dressing the international M2M market through the new business unit Telenor Connexion, launched in October 2008.

Which are the largest and most successful wireless M2M applications in Europe?

What are the differences and similarities in how M2M is adopted in different European countries?

Who are the leading providers of GPRS-based vehicle tracking, fleet management and smart metering solutions?

How is fixed to mobile substitution affecting the POS-terminal and security alarm segments?

How are the mobile operators positioning themselves on the M2M market?

Which mobile operators have the highest share of M2M connections in their networks?

Which are the main alternative wireless M2M communication providers in Europe?

What impact will initiatives such as Telenor Connexion and M2M Alliance have on the market?

How will the wireless M2M market be affected by the economic downturn?

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Table of Contents

1 Introduction to wireless M2M and the European market 1.1 Introduction 1.2 Devices 1.2.1 Chipsets, modules and terminals 1.2.2 Device design and machine integration 1.2.3 M2M device value chain 1.2.4 Wireless M2M module vendors 1.3 Networks 1.3.1 GSM/HSPA networks and other wireless

infrastructure 1.3.2 Mobile network capabilities 1.3.3 Adapting mobile networks for M2M

communication 1.3.4 Ecosystem 1.3.5 Business models 1.4 Applications

2 Mobile operators and M2M communication providers 2.1 Vodafone Group 2.2 Deutsche Telekom 2.2.1 T-Mobile 2.2.2 Toll Collect 2.3 France Telecom 2.3.1 FT Group and Orange M2M strategy 2.3.2 M2M connectivity reseller partnerships in

France and the UK 2.3.3 Mobistar 2.4 Telefónica Group 2.4.1 Strategy and organisation for M2M 2.4.2 Market position 2.5 Telenor 2.5.1 Telenor Connexion: A new international

M2M operator 2.5.2 Telenor Cinclus: End-to-end provider of

smart metering 2.6 Belgacom 2.7 KPN 2.8 SFR 2.9 TDC 2.10 Telekom Austria 2.11 TeliaSonera 2.12 Wireless M2M communication

aggregators 2.12.1 Aspider Solutions 2.12.2 Eutelsat 2.12.3 Kuantic 2.12.4 Jasper Wireless 2.12.5 Maingate 2.12.6 Mdex 2.12.7 Mobius Networks 2.12.8 Netsize 2.12.9 RAM Mobile Data 2.12.10 Stream Communications 2.12.11 Vianet 2.12.12 Wireless Logic 2.12.13 Wyless

3 Market forecasts and trends 3.1 Summary of the European wireless

M2M market

3.2 Mobile operator market shares 3.3 Vertical market trends 3.3.1 Car telematics: Anticipated slowdown

before eCall comes to the rescue 3.3.2 Fleet management: Mixed impact from

economic downturn 3.3.3 Smart metering: Regulation driven rollouts

to go ahead as planned 3.3.4 Other applications: Poor investment climate

to hamper growth 3.4 Regional market trends 3.4.1 Benelux and France 3.4.2 Central Eastern Europe 3.4.3 Germany, Switzerland and Austria 3.4.4 Italy, Spain and Portugal 3.4.5 Northern Europe 3.4.6 UK and Ireland 3.5 Industry trends and recommendations 3.5.1 Building a sustainable mobile

data business 3.5.2 Business models and pricing 3.5.3 Industry transformation trends

4 Private vehicles 4.1 The European private vehicle market 4.2 Passenger car telematics 4.2.1 eCall and driver assistance 4.2.2 Stolen vehicle recovery 4.2.3 Motor insurance telematics 4.2.4 Leasing and rental fleet management 4.2.5 Vehicle diagnostics 4.3 Aftermarket vehicle tracking solutions 4.3.1 Octo Telematics: The European leader in

motor insurance telematics 4.3.2 Cobra Automotive Technologies: Pan-

European SVR provider 4.3.3 LoJack distributors: TRACKER, Traqueur

and Detector 4.4 OEM car telematics solutions 4.4.1 BMW ConnectedDrive 4.4.2 PSA RT3/RT4/Navidrive 4.4.3 Volvo On Call 4.5 The European eCall initiative 4.5.1 A pending political process 4.5.2 Standardisation work

5 Commercial vehicles 5.1 The European commercial vehicle

market 5.2 Fleet management solutions 5.2.1 Vehicle management 5.2.2 Driver management 5.2.3 Transport management 5.2.4 Mobile workforce management 5.2.5 Electronic toll collection 5.3 Key market players 5.3.1 Cybit: Growing through acquisitions 5.3.2 Digicore: A global vehicle tracking solution

provider 5.3.3 Garmin: Taking an indirect approach to the

fleet management market 5.3.4 Masternaut: The European fleet telematics

leader

5.3.5 Minorplanet: Renewed international focus after financial turnaround

5.3.6 MiX Telematics: New global brand for telematics services

5.3.7 Navman Wireless: Fast growing international fleet management provider

5.3.8 Qualcomm Enterprise Services: Global provider of integrated M2M solutions

5.3.9 TomTom WORK: Achieved 50,000 subscribers milestone in Q2-2008

5.3.10 Transics: Pan-European heavy truck and transport telematics provider

5.4 OEM fleet telematics propositions 5.4.1 Daimler FleetBoard 5.4.2 Volvo Dynafleet 5.4.3 OEM van fleet telematics propositions

in the UK

6 Electricity and gas meters 6.1 The European energy distribution market 6.1.1 Electricity networks 6.1.2 Gas networks 6.2 Smart metering 6.2.1 AMM applications 6.2.2 Advanced metering infrastructure 6.2.3 Regulatory environment 6.3 Smart metering industry players 6.3.1 Metering industry players 6.3.2 Energy companies 6.3.3 IT and telecom companies 6.4 GPRS communication and smart

metering 6.4.1 Fortum Sweden rolls out 600,000 GPRS

meters with Telenor Cinclus 6.4.2 TRE-FOR deploys GPRS smart metering

with TDC in Denmark 6.4.3 GPRS backhaul for nationwide PLC smart

meter systems in Italy and France

7 Other market segments 7.1 POS-terminals 7.1.1 Key industry players 7.1.2 Fixed-to-mobile substitution trend for POS-

terminals 7.1.3 Mobile network POS-terminal

communication solutions 7.2 Security alarms 7.2.1 Key industry players 7.2.2 Wireless alarm signalling 7.2.3 Mobile network alarm communication

solutions 7.3 Miscellaneous assets and machinery 7.3.1 Konecranes Fleet Management System 7.3.2 QES GlobalTRACS construction equipment

monitoring 7.3.3 Sensile Technologies tank monitoring

Glossary


Personal Navigation Devices

Personal Navigation Devices is the fourth consecutive report from Berg Insight analysing the latest developments on the global market for PND turn-by-turn navigation.

This report in the LBS Research Series from Berg Insight provides you with 120 pages of unique business intelligence, including 5-year industry forecasts and expert commentary on which to base your business decisions.


Profit from 30 new executive interviews with market leading companies.

Understand the dynamics of the navigation market in Europe, North America and ROW.

Learn about the latest propositions from leading device vendors, software developers and service providers.

Identify new business opportunities in connected services and real-time traffic information.

Anticipate future drivers for increasing penetration and replacement sales.

Realize the true commercial potential of online navigation solutions.

Benefit from expert market analysis including detailed regional forecasts.

LBS Research Series

Berg Insight’s LBS Research SeriesWhat are the real business opportunities for LBS on the European market? Berg Insight’s LBS Research Series is a unique series of market reports published on a quarterly basis. Each title offers detailed analysis of the most interesting LBS topics such as handset-based satellite positioning technology, mobile personal navigation services and location-enabled content services. Once per year we also publish a summary of our research with detailed forecasts for the European mobile LBS market.

www.berginsight.com




Annual shipments of PNDs (Worldwide)

LBS Research Series

81 percent of PNDs sold in 2015 will have integrated cellular connectivityThere are now well over 200 million turn-by-turn navigation systems in use worldwide, including about 40 million factory installed and aftermarket in-dash navigation systems, more than 120 million Personal Navigation Devices (PNDs) and an estimated 44 million navigation-enabled mobile phones. PNDs still dominate the personal navigation market, especially in Europe and North America, but more and more handset owners are discovering navigation software and services for mobile phones. Historically, Europe has been the main market for PNDs, but North America has now caught up. Shipments in Europe declined to about 15.5 million units in 2009 while shipments in North America increased to 18 million units. In the rest of the world, shipments grew by one million to an estimated 6.5 million units in 2009.

Especially in Europe and North America, where PND penetration is already high, the PND as a device category is facing increasing competition from handset-based navigation services and greater availability of low cost in-dash car navigation systems. Berg Insight believes that PND shipments in Europe and North America have peaked and will gradually decline to about 10 and 14 million units per annum respectively in 2015. New markets in other parts of the world will partly compensate for the decline in the mature markets. Worldwide shipments of PNDs are forecasted to peak at around 42 million devices annually in 2011–2012 and gradually decline to 34 million units in 2015.

It is very likely that several navigation enabled devices and services will co-exist for several years to come. Many consumers will use more than one device or service concurrently, with different devices and services tailored for specific purposes. Handsets are well suited for occasional users or for pedestrian navigation purposes. PNDs are better suited for use in cars by having screens and interfaces specialised for car navigation. Consumers also show a clear preference for large screens that can display realistic scenery. PNDs with 4.3- and 5-inch widescreens now outsell PNDs with 3.5-inch screens.

Several years of fast growth attracted numerous actors from multiple industries to the PND market. More than 100 brands have been available on the European and North American markets in the past. However, as a result of intensified competition and slowing sales growth, a number of players have already exited the PND market. Others, including MiTAC and United Navigation have driven market consolidation through acquisitions. At the same time, major device vendors and software developers including Garmin, TomTom and NavNGo increasingly focus on related products and services, including in-dash navigation systems and handset navigation solutions.

New services and features are becoming more important as an increasing share of PND sales come from replacement devices for existing PND users. Many PND vendors are now developing online services for PNDs with cellular connectivity. Connected PNDs can access dynamic content such as local search, real-time traffic flow information and speed camera locations, as well as local fuel prices and parking space availability. These services can improve the value of PNDs in everyday situations in both familiar environments as well as on trips to new places. Besides leading vendors such as Garmin, TomTom and NAVIGON that offer a portfolio of connected devices in several price segments in multiple countries, several smaller vendors have also introduced connected PNDs in select markets.

The content categories offered as part of connected services are roughly the same today as in 2009. However, the pricing has changed. During 2010, several vendors have reduced the cost of service plans by up to 50 percent. Services now typically cost € 50 per year. Moreover, the free service trials bundled with new PNDs have been extended from 3 or 12 months to 12–18 months. The cost of new connected PNDs is also declining. The cheapest connected PNDs introduced in 2010 typically cost 10–30 percent less than similar models launched in 2009.

What are the latest trends on the PND markets worldwide?

How will personal navigation devices and services evolve in the future?

How can PND vendors drive sales of replacement devices in maturing markets?

How will the conventional PNDs stand up to the competition from in-dash systems and smartphones?

How are device manufacturers such as Garmin, Navigon and TomTom positioning themselves?

What will be the winning formula for connected PNDs and associated services?

Which navigation related value-added services appeal to consumers?

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Table of Contents

1 Personal navigation solutions 1.1 Vehicle fleets and navigation system

penetration 1.1.1 The European passenger car market 1.1.2 The North American passenger car and

light truck market 1.2 Overview of personal navigation

systems and services 1.2.1 Factory installed in-dash navigation and

telematics solutions 1.2.2 Aftermarket in-dash navigation and

telematics systems 1.2.3 Personal Navigation Devices 1.2.4 Smartphones and mobile phones 1.2.5 Internet tablets and netbooks 1.3 PND categories and segments 1.3.1 Entry-level PNDs offer increasing value

for money 1.3.2 Mid-range PNDs now include text-to-

speech and lane guidance as standard 1.3.3 High-end PNDs are gaining new visual

features to aid orientation 1.3.4 Connected PNDs 1.3.5 Embedded PNDs 1.3.6 Multimode and rugged PNDs 1.3.7 Truck PNDs

2 Map data and content providers

2.1 Digital map data and content suppliers 2.1.1 NAVTEQ 2.1.2 Tele Atlas 2.1.3 AND 2.1.4 AutoNavi 2.1.5 Blom 2.1.6 CE Info Systems 2.1.7 ZENRIN 2.2 Travel guide, POI data and weather

information providers 2.2.1 Coyote System 2.2.2 CustomWeather 2.2.3 Foreca 2.2.4 Fodor’s 2.2.5 Langenscheidt 2.2.6 Mairdumont 2.2.7 NavX 2.2.8 RoadPilot 2.2.9 ViaMichelin 2.2.10 Wcities 2.3 Directory publishers 2.3.1 Eniro 2.3.2 PagesJaunes 2.3.3 Truvo 2.3.4 Yell Group 2.4 Traffic information services 2.4.1 Traffic information systems 2.4.2 RDS-TMC services 2.4.3 The VICS traffic information system 2.4.4 The TPEG standard 2.4.5 AirSage 2.4.6 Clear Channel Radio’s Total

Traffic Network 2.4.7 INRIX 2.4.8 ITIS Holdings 2.4.9 Mediamobile

2.4.10 SmartRoute Systems 2.4.11 TrafficCast 2.4.12 Trafficmaster

3 Navigation device vendor profiles

3.1 Garmin 3.1.1 Garmin nüvi and zümo PNDs 3.1.2 The Garmin nüvi 1690 and 1695

connected PNDs 3.1.3 Garmin announces new strategy for

mobile services 3.2 TomTom 3.2.1 TomTom is seeking growth beyond PNDs 3.2.2 TomTom services for PNDs and

connected PNDs 3.2.3 TomTom PNDs 3.2.4 The new generation connected PNDs

come with 12-month services 3.3 MiTAC International 3.3.1 Mio Technology PNDs 3.3.2 Magellan PNDs 3.4 NAVIGON 3.4.1 NAVIGON PNDs 3.4.2 Connected PNDs and services 3.5 Second-tier PND vendors 3.5.1 Airis 3.5.2 MapmyIndia 3.5.3 MEDION 3.5.4 Nextar 3.5.5 Panasonic and Sanyo 3.5.6 Shinco 3.5.7 Sony 3.5.8 United Navigation: Falk and Becker PNDs 3.6 Handset, Internet tablet and PMP

vendors 3.6.1 ARCHOS 3.6.2 Dell 3.6.3 Motorola 3.6.4 Nokia 3.6.5 Samsung Electronics 3.6.6 TeleNav 3.6.7 Thinkware Systems

4 Software developer profiles 4.1 PND software 4.1.1 PND operating systems 4.1.2 PND navigation applications and features 4.2 Navigation software developers 4.2.1 CosmicNavigation 4.2.2 deCarta 4.2.3 Elektrobit 4.2.4 Google 4.2.5 Intrinsyc Software 4.2.6 Microsoft 4.2.7 NavNGo 4.2.8 NDrive

4.3 Text-to-speech and automatic speech recognition software

4.3.1 Loquendo 4.3.2 Nuance Communications 4.3.3 SVOX 4.3.4 VoiceBox Technologies

5 Connected PNDs and services 5.1 PND vendor service offerings 5.1.1 Garmin launches its second

connected PND 5.1.2 TomTom expands availability of LIVE

services to 16 countries 5.1.3 NAVIGON expands its Live services

offerings with Live PRO services 5.1.4 Mobile Devices provides connectivity

solutions for Coyote and Mappy PNDs 5.1.5 Best Buy’s Insignia PNDs are based on

deCarta’s connected services 5.2 Telematics service providers 5.2.1 Airbiquity 5.2.2 ATX Group 5.3 Mobile operators 5.4 Cellular connectivity integration 5.4.1 Chipsets, modules and terminals 5.4.2 Wireless connectivity 5.4.3 Chipset and module vendors

6 Market trends and forecasts 6.1 Navigation industry trends 6.1.1 Handset-based navigation services

are gaining traction 6.1.2 Low cost in-dash navigation systems

drive take rates 6.2 PND market trends 6.2.1 Further market consolidation can

be expected 6.2.2 PND feature evolution 6.2.3 Connected PNDs 6.3 Worldwide PND shipments 6.3.1 Shipments by geographical region 6.3.2 PND hardware revenues 6.4 Vendor market shares 6.5 The European PND market 6.5.1 PND unit shipments forecast 6.5.2 PND hardware and service

revenue forecast 6.6 The North American PND market 6.6.1 PND unit shipments forecast 6.6.2 PND hardware and service

revenue forecast 6.7 The Rest of World PND market 6.7.1 PND unit shipments forecast 6.7.2 PND hardware and service revenue

forecast

Glossary


Mobile Navigation Services

Mobile Navigation Services is the fourth consecutive report from Berg Insight analysing the latest developments on the global mobile turn-by-turn navigation market.

This report in the LBS Research Series provides you with 130 pages of unique business intelligence including 5-year industry forecasts and expert commentary on which to base your business decisions.


Evaluate the impact of free navigation applications.

Understand the opportunities and challenges for mobile navigation services worldwide.

Gain access to the latest data and statistics about the mobile navigation market.

Identify key players on the mobile turn-by-turn navigation market.

Learn about the latest mobile navigation propositions from application developers and service providers.

Comprehend how navigation applications can integrate with other location-based services to improve the user experience.

Predict future business opportunities for mobile navigation services.

LBS Research Series


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Active mobile turn-by-turn navigation users (Worldwide 2009–2015)

LBS Research Series

How will free mobile navigation services impact the market?Handset-based navigation services are growing in popularity because of better availability of GPS handsets, improved performance, higher awareness and lower costs. Even though PNDs and in-car navigation systems often provide a better user experience than handset-based navigation services, new handset models designed especially for navi-gation have closed the gap considerably. Besides car navigation, the main use case for handset-based navigation can well become pedes-trian and multimodal navigation services. Outside the car, many users are likely to choose to carry only one device, which is highly likely to be the mobile phone. Numerous navigation enabled devices and services will co-exist for several years to come. Many consumers are also likely to use more than one device or service concurrently, with different de-vices and services tailored for specific purposes.

There are now well over 200 million turn-by-turn navigation systems in use worldwide, including about 40 million factory installed and af-termarket in-dash navigation systems, more than 120 million Personal Navigation Devices (PNDs) and an estimated 44 million navigation-enabled mobile phones. PNDs still dominate the personal navigation market, especially in Europe and North America, but more and more handset owners are discovering navigation software and services for mobile phones.

Navigation services are primarily available as on-board applications with map data stored in the memory of the handset and off-board serv-ices that rely on maps stored on a server. Over time, many of these solutions will converge into hybrid services that store frequently used maps in the internal memory and leverage wireless connectivity to ac-cess dynamic content such as traffic flow information, fuel prices and weather. In the future, virtually all GPS-enabled handsets can be ex-pected to have mapping and navigation software as part of the stand-ard feature set.

The main distribution channels for handset navigation services include mobile network operators, handset vendors, on-device application stores and various forms of content providers. At the end of Q2-2010, about 65 percent of the global active user base subscribed to a service

marketed by a mobile operator and 15 percent used a service bun-dled with a GPS handset. The arrival of app stores has created a new channel to reach a broad audience of handset users. More than 15 percent of active users of mobile navigation services have downloaded their application from an application store.

Common propositions for off-board navigation services include daily, monthly and yearly subscriptions. On-board apps for smartphones are usually sold for a one-time fee entitling perpetual use. However, Google and Nokia’s launch of free services have forced other actors to adjust their business models. During 2010, several operators have reduced prices for monthly and yearly subscriptions by 30 to 50 per-cent. Many operators are also introducing service bundles that include navigation with voice and data subscriptions. At the same time, serv-ice providers and operators try to differentiate their services by adding unique local content and features such as yellow pages, restaurant and event guides. Some operators have even started to offer basic navigation services to all subscribers for free without requiring pur-chase of service plans. The intent is to generate revenues from up-selling features, complementary services and content through in-app shops. By ensuring broad availability and high usage, operators can also monetise services through higher adoption of data plans and pos-sibly advertising revenues in the future.

The number of active navigation service users, i.e. those that have used a navigation service at least once per month, reached an estimat-ed 44 million worldwide at the end of Q2-2010. Berg Insight forecasts the number of active users to surpass 60 million in Europe and 50 mil-lion in North America respectively in 2015. In other parts of the world, handset-based navigation services are likely to become the main form of personal navigation solution already in the next few years and total active users is expected to reach 85 million at the end of 2015.

What impact has free navigation services had on the market?

How are business models for mobile navigation evolving?

How are device manufacturers such as Nokia, Garmin and TomTom positioning themselves on the growing mobile navigation market?

Will turn-by-turn navigation services for mobile phones replace portable navigation devices?

Which are the leading developers of turn-by-turn naviga-tion applications for mobile phones?

Which mobile operators have introduced mobile turn-by-turn navigation services?

How will mobile navigation services evolve in the future?

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Table of Contents

1 Mobile navigation solutions 1.1 Portable navigation solutions 1.1.1 Evolution of portable navigation

systems 1.1.2 The performance gap between PNDs

and smartphones is closing 1.2 Enabling technologies 1.2.1 Satellite positioning technologies 1.2.2 Navigation software platforms 1.2.3 Handset operating systems and

software platforms 1.3 Handset segments and device

categories 1.3.1 Handset segments 1.3.2 Handset form factors and categories 1.3.3 GPS handset trends 1.4 Handset-based mapping and

navigation service trends 1.4.1 Mobile local search and information

services 1.4.2 Mapping and routing services 1.4.3 Turn-by-turn navigation services 1.5 Navigation service distribution

channels and business models 1.5.1 Mobile network operators 1.5.2 Handset vendors 1.5.3 Search and mapping service providers 1.5.4 On-device application stores provide a

new channel to the market 1.5.5 Active handset navigation users

2 Map data and content providers

2.1 Digital map data and content suppliers

2.1.1 NAVTEQ 2.1.2 Tele Atlas 2.1.3 AND 2.1.4 OpenStreetMap 2.1.5 AutoNavi 2.1.6 Blom 2.1.7 CloudMade 2.2 Travel guide, POI data and weather

information providers 2.2.1 Fodor’s 2.2.2 Langenscheidt 2.2.3 Mairdumont 2.2.4 RoadPilot 2.2.5 ViaMichelin 2.2.6 Wcities 2.3 Traffic information providers 2.3.1 AirSage 2.3.2 INRIX 2.3.3 ITIS Holdings 2.3.4 Mediamobile 2.3.5 SmartRoute Systems 2.3.6 TrafficCast 2.3.7 Trafficmaster

3 Navigation software developers 3.1 On-board navigation software

developers 3.1.1 ALK Technologies

3.1.2 Geolife 3.1.3 Intrinsyc Software 3.1.4 NAVIGON 3.1.5 NavNGo 3.1.6 NDrive 3.1.7 ROUTE 66 3.1.8 Sygic 3.1.9 TomTom 3.2 Server-based navigation solution

developers 3.2.1 amAze GPS 3.2.2 Appello Systems 3.2.3 deCarta 3.2.4 Fullpower Technologies 3.2.5 NaviExpert 3.2.6 NAVITIME 3.2.7 Nokia Ovi Maps 3.2.8 TeleCommunication Systems 3.2.9 TeleNav 3.2.10 Telmap 3.2.11 UbiEst 3.2.12 Yapp Mobile

4 Mobile operator service offerings

4.1 Navigation services from mobile operators in North America

4.1.1 AT&T Wireless 4.1.2 Bell Mobility 4.1.3 Rogers Wireless 4.1.4 Sprint Nextel 4.1.5 TELUS 4.1.6 Verizon Wireless 4.2 Navigation services from mobile

operators in Europe 4.2.1 Orange Group 4.2.2 Telefónica Group 4.2.3 Telekom Austria Group 4.2.4 TeliaSonera Group 4.2.5 T-Mobile 4.2.6 Vodafone Group 4.3 Navigation services from mobile

operators in Asia Pacific 4.3.1 Country profile: Australia 4.3.2 Country profile: Japan 4.3.3 Country profile: South Korea 4.3.4 Country profile: Taiwan 4.3.5 SingTel Group 4.3.6 Tata Indicom 4.3.7 Vodafone New Zealand 4.4 Navigation services in other countries 4.4.1 Country profile: Israel 4.4.2 Country profile: South Africa 4.4.3 América Móvil 4.4.4 NII Holdings 4.4.5 Vivo Brazil 4.4.6 Mobile TeleSystems

5 Branded service offerings 5.1 Directory publishers and search

engines 5.1.1 Ask.com 5.1.2 DasÖrtliche 5.1.3 Eniro 5.1.4 Google 5.1.5 Microsoft 5.2 Mapping and travel portal providers 5.2.1 Falk 5.2.2 MapmyIndia 5.2.3 Mappy 5.2.4 MapQuest 5.2.5 Rand McNally 5.2.6 ZENRIN 5.3 Off-road navigation and recreational

applications

6 Device vendor offerings 6.1 Handset market developments 6.1.1 Handset shipments and market shares 6.1.2 GPS handset shipments 6.1.3 Handset vendor OS strategies 6.2 Handset vendor navigation service

strategies 6.2.1 Nokia 6.2.2 Samsung Electronics 6.2.3 LG Electronics 6.2.4 Sony Ericsson 6.2.5 Motorola 6.2.6 Research In Motion 6.2.7 Garmin

7 Market trends and forecasts 7.1 Mobile navigation market trends 7.1.1 Smartphones and GPS-enabled

handsets becoming ubiquitous 7.1.2 Consumer interest in navigation

services continues to grow 7.1.3 Evolution of navigation application

functionality 7.1.4 Evolution of sales channels 7.1.5 New business models for navigation

services 7.2 Mobile navigation services in Europe 7.2.1 Service provider market shares 7.2.2 Subscriber and revenue forecasts 7.3 Mobile navigation services in North

America 7.3.1 Service provider market shares 7.3.2 Subscriber and revenue forecasts 7.4 Mobile navigation services in ROW 7.4.1 Leading service providers 7.4.2 Subscriber and revenue forecasts

Glossary


LBS Platforms and Technologies

LBS Platforms and Technologies is the second consecutive report from Berg Insight analysing the latest developments on the European market for LBS platforms and middleware.

This report in the LBS Research Series from Berg Insight provides you with 90 pages of unique business intelligence including 5-year industry forecasts and expert commentary on which to base your business decisions.



Learn about the latest trends for location platforms and technologies in Europe.

Identify new business opportunities enabled by new location technology standards.

Predict which location technologies will be deployed in the future.

Anticipate future drivers for location platforms and middleware revenues.

Understand the opportunities and challenges for mobile location-based services in Europe.

LBS Research Series


www.berginsight.com




Location platform and middleware revenue forecast, € million (Europe 2009–2015)

LBS Research Series

What are the latest trends on the European LBS platforms and middleware market?Mobile location-based services are applications and services that in some way utilise the geographic location of a handset. Adding location information can enhance an existing service or enable entirely new ap-plications. Countless consumer and corporate services that make use of automatic location of handsets or other assets have been launched in Europe. Mobile location platforms enable mobile network opera-tors to offer location-based services to end-users. Location platforms typically comprise several enabling servers and software extensions to network infrastructure components that together can calculate the position of a handset and mediate the data to a querying application. Many mobile operators also deploy location middleware that functions as a mediator between the location platform, applications and sup-port systems – and more importantly, provides centralised control of privacy settings for all applications.

Location technologies can be divided into handset-based technolo-gies, such as GPS, with intelligence in the handset, network-based technologies for instance Cell-ID, Enhanced Cell-ID and U-TDOA, with intelligence in the network and hybrid technologies, for instance A-GPS, with intelligence in the handset and the network. Handset-based and hybrid technologies often require additional hardware and soft-ware in the handset, while network-based technologies require deploy-ment of hardware and software in the mobile network. Operators need to consider several technical and economical aspects when choosing what location technologies to deploy for emergency and commercial services. Each technology has different characteristics and ultimately, no single technology performs best in every aspect.

The E911 mandate was a major driver behind the development of loca-tion platforms for the US market. In Europe, platform vendors instead focused on commercial services due to the lack of a clear mandate for emergency services. Many operators were interested in acquiring location platforms to deploy services and the rollout accelerated dur-ing 2000 and 2001. In the first deployment phase, lasting from 2000 to 2003, operators invested in platforms and ready-made location

services. The results were in many cases limited uptake whereby many operators lost interest in LBS as a mass-market proposition.

A new wave of increasing demand for location platforms followed after 2005 when the European Commission started to enforce the Euro-pean E112 emergency caller location regulations. Today, the demand for new platforms has slowed again as most operators have installed at least basic location platforms that comply with current regulations. In the future, many operators can be expected to acquire system upgrades that will enable higher capacity and improved location ac-curacy. Demand is likely to come from stricter location accuracy re-quirements in future emergency call and lawful intercept mandates imposed on mobile operators as location technologies mature and costs decline. Moreover, along with increasing interest in services and applications for mobile phones in general, location services are now experiencing a comeback. Much of the interest comes from third party developers and service providers that want to add location to existing services and applications, leveraging the fact that operators are mov-ing towards opening their platforms.

Although A-GPS and the SUPL A-GPS standard receive much of the attention in conjunction with the growing number of GPS handsets be-ing introduced, network-based location methods are also likely to ex-perience an upswing. Emergency services, lawful intercept and many commercial services need to be able to locate any handset and there-fore favour network-based methods. Moreover, A-GPS services also need complementary hybrid and fallback methods in environments where GPS cannot operate alone.

Berg Insight forecasts total annual revenues in Europe for GMLC and SMLC mobile location platforms, including SUPL A-GPS servers and location middleware, to grow from about € 18 million in 2009 to € 35 million in 2015. These revenues comprise integration fees and licenses for new platform deployments as well as capacity and technology up-grades, maintenance and associated services.

What is the current status of the European mobile LBS platform market?

Which mobile operators have deployed LBS platforms and middleware?

How is GPS-technology altering the conditions for providers of location-based services?

What is the current status of E112 in Europe?

How is GPS-technology affecting network-based location technologies?

How will lawful intercept requirements affect technology choice for operators?

Which vendors provide location platforms and middleware today?

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Table of Contents

1 Introduction to location platforms

1.1 Location platforms and location-based services

1.1.1 Overview of mobile location platforms 1.1.2 Rollout of location platforms and

services in Europe 1.2 Overview of the European mobile

communications market 1.2.1 Mobile voice and data subscribers 1.2.2 Handset shipments and installed base 1.2.3 Mobile service revenues 1.3 Mobile location platforms and

technologies 1.3.1 Mobile location platforms 1.3.2 Mobile location technologies 1.3.3 Location middleware and GIS 1.4 The mobile LBS value chain 1.4.1 Location platform and network

equipment vendors 1.4.2 Location technology developers 1.4.3 LBS middleware vendors 1.4.4 Handset manufacturers 1.4.5 Mobile network operators 1.4.6 Location aggregators 1.4.7 Application developers and service

providers 1.5 LBS platform pricing models 1.5.1 Capacity-based model 1.5.2 Transaction-based model 1.5.3 Subscriber-based model 1.6 European telecoms regulations 1.6.1 European emergency call regulations

and implementation 1.6.2 Legal aspects of privacy for electronic

communications and LBS

2 Technology overview 2.1 Mobile network location platforms 2.1.1 Location architecture for GSM/UMTS

networks 2.1.2 Location architecture for LTE networks 2.1.3 Control Plane and User Plane location

platforms

2.1.4 OMA SUPL 1.0 2.1.5 OMA SUPL 2.0 2.1.6 OMA SUPL 3.0 2.2 Network-based positioning

technologies 2.2.1 Cell-ID 2.2.2 Cell-ID+TA, Cell-ID+RTT and E-CID 2.2.3 E-OTD and OTDOA 2.2.4 Uplink Time Difference of Arrival

(U-TDOA) 2.3 GPS, assisted GPS and hybrid

location technologies 2.3.1 Assisted GPS 2.3.2 GNSS: Global Navigation Satellite

Systems 2.3.3 Hybrid and mixed mode technologies 2.4 Theoretical limitations of positioning

technologies

3 Commercial deployments 3.1 3 Group 3.2 KPN Group 3.3 Orange Group 3.4 Telecom Italia Mobile 3.5 Telefónica Group 3.6 Telenor Group 3.7 TeliaSonera Group 3.8 T-Mobile Group 3.9 Vodafone Group 3.10 Other mobile operators

4 Market forecasts and trends 4.1 LBS market trends 4.1.1 LBS service revenue forecast 4.1.2 Rapid growth of GPS-enabled handsets

and smartphones 4.2 Location platform deployments 4.2.1 GMLC and SMLC deployment

forecasts 4.2.2 SUPL A-GPS deployment forecast 4.3 Location middleware deployments

5 Location platform and technology vendor profiles

5.1 Location platform and infrastructure vendors

5.1.1 Alcatel-Lucent 5.1.2 CommScope / Andrew Wireless

Solutions 5.1.3 Creativity Software 5.1.4 Ericsson 5.1.5 Mobile Arts 5.1.6 Motorola 5.1.7 Nokia Siemens Networks 5.1.8 Openwave 5.1.9 Redknee 5.1.10 Septier 5.1.11 TeleCommunication Systems 5.1.12 TruePosition 5.2 Location technology developers 5.2.1 Broadcom 5.2.2 CSR 5.2.3 GBSD Technologies 5.2.4 Polaris Wireless 5.2.5 Qualcomm 5.2.6 Rx Networks 5.2.7 Seeker Wireless 5.2.8 Skyhook Wireless 5.3 Middleware vendors 5.3.1 CellVision 5.3.2 Genasys 5.3.3 Mobilaris 5.3.4 Reach-U 5.3.5 Telenity

Glossary


Mobile Location-Based Services

Mobile Location-Based Services is the fifth consecutive report from Berg Insight analysing the latest developments on the European LBS market.



Learn about the LBS strategies of major telecom operators in Europe.


Identify key players on the European mobile LBS market.

Understand the opportunities and challenges for location-based advertising.

Benefit from valuable insights about the most successful LBS propositions on the market.

Comprehend how location technologies affect the user experience of LBS.

Predict future business opportunities for mobile industry players in LBS.

LBS Research Series


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Mobile LBS revenue forecast, € million (EU27+2 2009–2015)

LBS Research Series

What are the latest developments on the mobile LBS market?Mobile location-based services (LBS) are gradually achieving main-stream market acceptance. Popular service categories include map-ping and navigation, search and information, social networking and entertainment, tracking and location-based voice tariffs. Mapping and navigation services is the leading segment in terms of revenues and number of active users. Free navigation services have been available for several years in Europe, which created relatively little impact on the market until recently. Nokia and Google launched at the beginning of 2010 free applications that instantly resulted in significant pressure on the pricing for premium navigation services. White-label navigation developers are now working with mobile operators to create unique lo-calised offerings and service bundles to be able to compete with these new free offerings. Search and information services are growing fast as more subscribers adopt mobile Internet services and handsets with improved capabilities. The leading social networking services are also experiencing rapidly growing uptake on the mobile web. Increasingly, these services add various forms of location support. However, the sig-nificant growth in usage and number of active LBS users in Europe has not yet resulted in substantial growth in revenues. Total LBS revenues in the EU 27+2 reached € 220 million in 2009 and Berg Insight fore-casts LBS revenues to grow to about € 420 million in 2015.

Mobile network operators seek new ways of maintaining revenue growth as mobile penetration is reaching saturation, competition in-tensifies and regulations drive call prices down. Increased focus on delivering value added services such as LBS, is one means of achiev-ing this. Mobile users in Europe are gradually adopting mobile Internet services and applications. Uptake of data plans for mobile phones is growing fast in Europe, approaching 15 percent of the mobile sub-scriber base. Other enablers include improved coverage of high-speed 3G networks, as well as increasing penetration of 3G handsets and smartphones. Apple’s highly successful launch of its App Store has influenced other handset vendors and mobile operators to intro-duce similar services, contributing to significant uptake of mobile ap-plications including location-enhanced applications also among main-stream mobile users.

EU E112 regulations that mandate caller location for emergency calls have driven operators to deploy positioning technology in their net-works. Mobile operators launch commercial LBS and open their plat-forms to third party developers and location aggregators to leverage these investments. Some service providers, such as Google, compile their own databases of cell tower locations that can be used as free al-ternatives. Moreover, all leading handset vendors have now introduced GPS-enabled handsets in Europe and more than 100 models were available at the end of 2009. Shipments are growing rapidly as ever more low cost models feature GPS. The installed base of GPS hand-sets is approaching 15 percent of total handsets in Europe.

An increasing number of services are partially or fully ad-funded and advertising is becoming the main source of revenues for a growing number of mobile developers and publishers. Ad-funding is most likely to become the primary source of revenues also for many location-based services, especially in the consumer segment. However, the mobile advertising ecosystem is still fragmented and complex. Much of the activities carried out are still essentially on an experimental stage. Mobile ad revenues are still very small compared to premium mobile service revenues. Many actors in the mobile value chain show great interest in location targeted ads. Although location can be a very valu-able targeting attribute for some brands and campaigns, many other attributes are available that can be more relevant. In addition, several issues – such as user privacy and pricing of location data – need to be resolved before location-based ad campaigns can leave the trial stage and contribute significantly to overall revenues.

Local search and social networking services are likely to become predominantly ad-funded. Other consumer service categories can be expected to remain premium services. Many operator navigation serv-ices are for instance likely to remain predominantly funded by service fees and tracking services can be expected to rely solely on premium fees. More and more service providers are also introducing one-time fees or service bundles rather than monthly subscriptions.

What is the current status of the European mobile LBS market?

How will free navigation services affect the market dynamics?

What are the mobile strategies of search engines and directory publishers?

How is location technology used by mobile social networks and communities?

How is GPS-technology altering the conditions for tracking services in Europe?

Which operators have introduced location-based billing services?

How is location being used to add value in mobile advertising?

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Table of Contents

1 Introduction to location-based services 1.1 Definition of mobile location-based services 1.2 Overview of the European mobile

communications market 1.2.1 Mobile voice and data subscribers 1.2.2 Handset shipments and installed base 1.2.3 Mobile service revenues 1.3 Smartphones and application stores 1.3.1 Proliferation of mobile operating systems 1.3.2 Application stores provide a new channel

to the market 1.4 Mobile LBS categories 1.4.1 Mapping and navigation services 1.4.2 Search and information services 1.4.3 Social networking and entertainment services 1.4.4 Tracking services 1.4.5 Location-based billing services 1.4.6 Other services 1.5 LBS business and revenue models 1.5.1 LBS business models 1.5.2 Pricing models for location-based services 1.6 Regulatory environment 1.6.1 European emergency call regulations and

implementation 1.6.2 Legal aspects of privacy for electronic

communications and LBS 1.7 Mobile network location technologies and

platforms 1.7.1 Mobile network-based location technologies 1.7.2 Assisted GPS and hybrid location technologies 1.7.3 Control Plane and User Plane location platforms 1.7.4 Accuracy requirements for LBS

2 Operator LBS services and strategies 2.1 3 Group 2.2 KPN Group 2.3 Orange Group 2.4 Telecom Italia Mobile 2.5 Telefónica Group 2.6 Telenor Group 2.7 TeliaSonera Group 2.8 T-Mobile Group 2.9 Vodafone Group

3 Trends and forecasts 3.1 Summary of the European LBS market 3.2 Handset trends 3.2.1 Rapid growth of GPS-enabled handsets and

smartphones 3.2.2 Web technologies and runtimes will challenge

native applications 3.2.3 Augmented reality applications brings a new

dimension to handsets 3.3 Mobile advertising and location 3.3.1 Challenges and opportunities for mobile

advertising 3.3.2 Location can improve ROI for advertisers 3.4 Vertical market trends 3.4.1 Mapping and navigation services become free for

end-users 3.4.2 Growing usage of search and information services

driven by smartphones 3.4.3 Social networking and entertainment services

gradually add location 3.4.4 Tracking service market growth driven by

corporate services 3.4.5 Location-based billing services face decline as

mobile call rates fall

4 Mapping and navigation services 4.1 Overview of mapping and navigation services 4.2 Mapping and routing services 4.2.1 Service provider offerings

4.2.2 Mobile network operator offerings 4.3 Turn-by-turn navigation services 4.3.1 Handset vendor offerings 4.3.2 Branded software vendor and service

provider offerings 4.3.3 Mobile network operator offerings 4.4 Key market players 4.4.1 amAze GPS: Ad-sponsored navigation from

LocatioNet Systems 4.4.2 Appello Systems: White-label navigation

application developer 4.4.3 Google: Deploying free turn-by-turn navigation 4.4.4 Nokia: Free mapping and navigation bundling

with GPS handsets 4.4.5 Telmap: Leading white-label navigation service

provider in EMEA 4.4.6 TomTom: Vertically integrated navigation solution

vendor

5 Local search and information services 5.1 Overview of mobile search and

information services 5.2 Directory services 5.2.1 An industry in transformation from print to

online services 5.2.2 Accelerating growth for mobile directory services 5.3 Key directory publishers 5.3.1 DasÖrtliche 5.3.2 Eniro 5.3.3 European Directories 5.3.4 PagesJaunes 5.3.5 Seat Pagine Gialle 5.3.6 Truvo 5.3.7 Yell Group 5.4 Search, POI and information services 5.4.1 Local search and POI services 5.4.2 Weather information services 5.4.3 Traffic information services 5.4.4 Other information services 5.5 Company profiles 5.5.1 Amdocs 5.5.2 Google 5.5.3 Microsoft 5.5.4 Mobile Commerce 5.5.5 mxData 5.5.6 Searchteq 5.5.7 Yahoo!

6 Social networking and entertainment services

6.1 Application categories 6.2 Chat and instant messaging services 6.2.1 Chat Orange 6.2.2 Chat movistar 6.2.3 TIM KISS 6.2.4 eBuddy 6.2.5 Fring 6.2.6 Ovi Contacts 6.2.7 Palringo 6.3 Social networking and community services 6.3.1 Desktop-centric services add mobile support 6.3.2 Mobile-centric social networks continue to

gain traction 6.4 Social networking services 6.4.1 Brightkite: Location-enabled micro-blogging and

content sharing

6.4.2 Foursquare: Rewarding users for discovering their surroundings

6.4.3 Facebook: World’s largest social network gaining mobile traction

6.4.4 Gowalla: Social networking game 6.4.5 GyPSii: Co-branded geo-location platform and

social network 6.4.6 MobiLuck: Mobile chat and friendfinder 6.4.7 Rummble: Search and discover recommended

places 6.4.8 Twitter: Popular micro-blogging service introduces

location support 6.5 Friendfinder services 6.5.1 3Friendfinder 6.5.2 CellVision mBuddy 6.5.3 Lociloci 6.5.4 Mecomo Friends 6.6 Location-based games and geocaching 6.6.1 Creative Workline 6.6.2 MeanFreePath 6.6.3 Orbster 6.6.4 Trimble Geocache Navigator 6.7 Recreation and fitness applications 6.7.1 Fitness applications 6.7.2 Recreation applications

7 Tracking services 7.1 Business services 7.1.1 Fleet management services 7.1.2 Tracking, workforce management and lone worker

protection services 7.2 Consumer services 7.2.1 People tracking services 7.2.2 Asset tracking services 7.3 Company profiles 7.3.1 Connexion2: Identicom and the SoloProtect

managed lone worker service 7.3.2 Creativity Software: White-label LBS specialist 7.3.3 UbiEst: Expanding from fleet management into

consumer tracking

8 Advertising and marketing 8.1 Mobile advertising and marketing 8.1.1 Challenges and opportunities for mobile

advertising 8.1.2 Mobile advertising formats 8.1.3 Ad pricing models and revenues 8.2 Introduction to location-based mobile

advertising 8.2.1 Push advertising with location targeting 8.2.2 Location is only one of many targeting attributes 8.2.3 Improving ROI for advertisers 8.2.4 Location technologies and aggregation services 8.3 Case studies 8.3.1 Apple iAd 8.3.2 NAVTEQ LocationPoint Advertising 8.3.3 SFR Régie

Glossary


GPS and Mobile Handsets

GPS and Mobile Handsets is the fourth consecutive report from Berg Insight analysing the latest trends on the worldwide market for GNSS technology in mobile handsets.



Identify the opportunities and challenges with integration of GPS in mobile handsets.

Learn about the GPS strategies of the leading chipset and handset vendors in the mobile industry.

Understand the reshaping of the GPS value chain and consolidation trends.

Anticipate future design trends and technology developments.

Realize the importance of Assisted-GPS and hybrid location technologies.

Predict when GNSS technology will become a standard feature in GSM/WCDMA handsets.

LBS Research Series


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Annual shipments of GPS-enabled handsets (Worldwide 2008–2014)

LBS Research Series

GPS to be standard in all but entry handset models in 2014Mobile handsets are by far the most pervasive consumer electronics devices globally. Even though the global economic slowdown led to the sharpest decline in handset sales since 2001, shipments neverthe-less remained above 1.1 billion units for the third year in a row. Mobile phones with GPS receivers have been available since the late 1990s. Technical development enabling GPS integration in mass-market hand-sets was driven by the FCC’s E911 emergency call mandates requir-ing all US mobile operators to provide high-accuracy location of emer-gency callers. CDMA and iDEN operators chose to use GPS location technology for locating emergency callers that led to rapidly increasing penetration of GPS in iDEN and CDMA handsets in North America and other parts of the world where CDMA is widely deployed. Emergency call location regulation is being introduced in other regions as well. Canada has chosen to stipulate location accuracy requirements as in the US, while no such rules are yet in place in Japan or in Europe where Cell-ID-type location accuracy so far is enough for compliance.

The number of GPS-enabled GSM/WCDMA handset models is growing fast. Disregarding handsets only available in Japan, as well as operator-specific variants of base-models, the total number of models that are available on the market has grown from 80 in 2008 to more than 180 at the end of 2009. Since 2008, all tier-1 vendors have started to ship GPS-enabled phones for markets worldwide. The attach rate for GPS is growing rapidly in GSM/WCDMA handsets, from less than 8 percent in 2008 to 15 percent in 2009.

Sales of GPS-enabled GSM/WCDMA handsets grew to an estimated 150 million units in 2009, up from 78 million devices in 2008. Berg In-sight forecasts that shipments of GPS-enabled GSM/WCDMA/LTE handsets will grow to 770 million units in 2014, representing an attach rate of 55 percent. Including handsets based on other air interface standards such as CDMA and TD-SCDMA, GPS-enabled handsets sales are estimated to reach about 960 million, or 60 percent of total handset shipments in 2014.

Handset vendors are increasingly focusing on improving the user ex-perience through software and applications. Especially smartphones are receiving more attention from handset manufacturers, mobile net-work operators, application developers and last but not least users. Smartphones are devices that support installation of native third party applications. In the past, smartphones have been more costly than fea-turephones, but chipset vendors and handset manufacturers are now

developing low cost smartphones with unsubsidised retail prices be-low € 100 for launch in 2010. Smartphones costing about € 50 can be available on the market in 2014. Encouraged by Apple’s success, major handset vendors and several leading mobile operators have now launched on-device application stores that allow users to download ap-plications directly to their handsets. Many of these applications have some kind of support for GPS location.

GPS technology for handsets has matured, offering much better per-formance in terms of sensitivity, power consumption, size and price than was possible a few years ago. Support for other satellite systems such as GLONASS and Galileo will also be added over time. The first handsets with receivers for GPS and GLONASS are expected to be-come available in 2011 and mobile phones with Galileo compatible receivers can be expected in greater numbers in 2014 when the new system will become operational.

The OMA SUPL A-GPS standard has enabled lower cost deployment of A-GPS services that ensure a better and more consistent user expe-rience necessary for the consumer market. SUPL allows deployment of A-GPS services that reduce the time-to-first-fix, lowers power con-sumption and enhances the sensitivity of GPS receivers. New business models have also become possible, ranging from hosted services for operators, to services deployed by handset vendors for end-users that cannot get similar services from their network operator. Besides adding support for other satellite systems that ensures more visible satellites and incrementally better performance in urban canyons, handset ven-dors are also starting to adopt hybrid location technologies to improve indoor performance. These technologies combine GPS with other wireless and sensor-based technologies, including Wi-Fi positioning, accelerometers, gyroscopes and electronic compasses to gradually improve performance in challenging environments where GPS signals are extremely weak or unavailable.

What is driving the adoption of GPS technology in GSM/WCDMA handsets?

Who are the leading developers of cellular, connectivity and GPS chipsets?

What is the technology development roadmap for handset GPS in the coming years?

What are the benefits with Assisted-GPS, A-GNSS and hybrid location technologies?

How is GPS supported in Android, BREW, Java ME, OS X, Palm webOS, Symbian OS and Windows Mobile?

Which handset vendors have adopted GPS in their prod-ucts?

Which are the leading vendors of GPS-enabled GSM/WCDMA handsets?

When will satellite positioning technologies become a standard feature in handsets?

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Table of Contents

1 GNSS in mobile phones 1.1 Introduction to GPS

in mobile handsets 1.1.1 Global navigation satellite

system technology 1.1.2 Challenges of GPS integration in

mobile handsets 1.2 GPS handset value chain analysis 1.2.1 Traditional handset vendors face

competition from new entrants 1.2.2 Mobile network operators show interest

in smartphones and apps 1.2.3 Handset software and applications

central to new user experiences 1.2.4 Reformation of the cellular chipset

industry continues 1.3 Drivers and barriers to GPS

integration in handsets 1.3.1 Key drivers 1.3.2 Key barriers 1.4 Overview of key handset segments 1.4.1 Main handset segments 1.4.2 Popular handset categories and

form factors 1.4.3 New devices blur the line between

handsets and mobile computers 1.5 GPS handset trends 1.5.1 Proliferation of GSM/WCDMA

handset models 1.5.2 Best selling GPS-enabled GSM/

WCDMA handsets in 2009 1.5.3 GPS gradually becoming a standard

feature in Japanese WCDMA handsets

2 Technology overview 2.1 Overview of global navigation

satellite systems 2.1.1 Global Positioning System (GPS) 2.1.2 Galileo 2.1.3 GLONASS 2.1.4 Compass/Beidou 2 2.2 Mobile network location technologies

and platforms 2.2.1 Mobile location technologies 2.2.2 Control Plane and User Plane location

platforms 2.2.3 Location platforms and technologies

in 3GPP2 standard networks 2.3 Assisted GPS and hybrid location

technologies 2.3.1 Assisted GPS 2.3.2 Enhanced GPS 2.3.3 Hybrid and mixed mode technologies 2.4 GPS, cellular and wireless

technology integration 2.4.1 GPS receiver functionality and

architectures 2.4.2 Handset hardware and software

platforms 2.4.3 Wireless connectivity technologies 2.4.4 Horizontal and vertical integration of

connectivity technologies

3 GPS and wireless chipset developers

3.1 Overview of the wireless chipset industry

3.1.1 Handset baseband vendors 3.1.2 GPS and connectivity chipset vendors 3.1.3 Sensor IC vendors 3.2 GPS and connectivity chipset

vendor profiles 3.2.1 Atheros Communications 3.2.2 CellGuide 3.2.3 CSR 3.2.4 Texas Instruments 3.2.5 u-blox 3.3 Cellular chipset vendor profiles 3.3.1 Broadcom 3.3.2 Freescale Semiconductor 3.3.3 Infineon Technologies 3.3.4 Marvell 3.3.5 MediaTek 3.3.6 Qualcomm 3.3.7 Renesas Technology 3.3.8 ST-Ericsson

4 Handset operating systems 4.1 Introduction to mobile operating

systems 4.1.1 Proliferation of mobile operating

systems 4.1.2 Efforts to reduce fragmentation for

Linux and Symbian 4.1.3 Application stores provide a new

channel to the market 4.1.4 Web technologies and runtimes will

eventually overtake native applications 4.2 Leading operating systems and

software platforms 4.2.1 The Android platform 4.2.2 BlackBerry OS 4.2.3 iPhone OS 4.2.4 Symbian Foundation 4.2.5 webOS 4.2.6 Windows Mobile 4.2.7 BREW 4.2.8 Java Micro Edition 4.3 Application stores 4.3.1 The Apple App Store 4.3.2 The Android Market 4.3.3 BlackBerry App World 4.3.4 Ovi Store 4.3.5 Windows Marketplace for Mobile

5 Handset manufacturers 5.1 Nokia 5.2 Samsung Electronics

5.3 LG Electronics 5.4 Sony Ericsson 5.5 Motorola 5.6 Research In Motion 5.7 Apple 5.8 HTC 5.9 Second tier handset vendors 5.9.1 Acer 5.9.2 ASUSTeK – Garmin 5.9.3 Dell 5.9.4 Fujitsu 5.9.5 Hewlett Packard 5.9.6 Huawei 5.9.7 Kyocera Sanyo Telecom 5.9.8 NEC Casio Mobile Communications 5.9.9 Palm 5.9.10 Panasonic 5.9.11 Pantech 5.9.12 Sharp 5.9.13 Toshiba 5.9.14 ZTE

6 Market trends and forecasts 6.1 Market trends 6.1.1 Focus on smartphones and apps

among vendors and operators 6.1.2 Changing demands reshapes the

wireless chipset industry 6.1.3 Cost requirements drive development

of integrated GPS architectures 6.1.4 Further performance improvements

from A-GPS and hybrid navigation 6.2 Handset shipment forecasts 6.2.1 Handset shipment forecasts by access

technology 6.2.2 Handset shipment forecasts by feature

and price segment 6.3 GPS-enabled CDMA handset

shipment forecasts 6.4 GPS-enabled GSM/WCDMA handset

shipments 6.4.1 GPS handset vendor market shares 6.4.2 GPS handset shipments by OS and

primary input method 6.4.3 GPS handset shipment forecasts by

segment 6.4.4 GPS handset shipment forecasts by

geographical region 6.5 GPS solution shipments and revenue

forecasts 6.5.1 GPS IC vendor market shares 6.5.2 GPS receiver solution revenue

forecasts

Glossary


Mobile Money in Emerging Markets

Mobile Money in Emerging Markets is a comprehensive report from Berg Insight analysing the latest developments on the mobile money and remittances markets.

This strategic research report from Berg Insight provides you with 130+ pages of unique business intelligence and expert commentary on which to base your business decisions.



Learn from valuable insights about successful mobile money deployments.

Identify the leading mobile money platform providers in emerging markets.

Understand the ecosystem required for providing financial transaction services in the mobile environment.

Realize how mobile phones are being used for subscriber-to-subscriber financial transactions within and between countries.

Predict the number of users and transaction volumes for mobile money services until 2015.

VAS Research Series

Berg Insight’s VAS Research SeriesWhat are the key business opportunities for value added services in the mobile industry? Berg Insight’s VAS Research Series is a unique series of analytical industry reports. Each title offers detailed analysis of current hot topics such as mobile messaging, mobile Internet, mobile TV, mobile broadband or mobile marketing. We put mobile VAS into a greater perspective, offering a realistic approach and accurate forecasts.

www.berginsight.com




Active users of mobile money services (Emerging markets 2010–2015)

VAS Research Series

Active users of mobile money services to double in the next 2 yearsMobile financial services are causing a significant transformation in the financial services, payments and international remittance indus-tries. The mobile phone is changing how customers conduct their financial activities, leading to an extended reach and increased op-erational efficiency among financial service providers in emerging markets. In the longer term mobile money services are facilitating the increasing share of digital transactions in emerging markets, where cash transactions still dominate. A growing share of inter-national remittances is being electronically disbursed into mobile money accounts. Mobile phones are also being increasingly used to send remittances.

Berg Insight defines a mobile money subscriber as a person or business who has registered for a mobile money account. Mobile money accounts comprise accounts from which transactions such as person to person transfers or bill payments can be made using a mobile phone. Berg Insight’s definition of a mobile money account does not encompass services limited to information services and simple transactions such as airtime top-ups and transfers between own accounts. It does not include services that use mobile operator billing as a payment source.

Mobile money services are increasing the availability and access to financial services for lower-income segments of the population, which previously has not been possible to serve profitably. The mobile phone will be the first digital banking channel for a majority of the unbanked populations in many emerging economies. The number of live mobile money deployments has grown at an explo-sive rate over the past two years. Berg Insight’s in-depth study of the industry indicates that there are currently around 300 mobile money deployments live in emerging markets. Over half of these have been launched by mobile operators and third party service providers. The remaining deployments have been launched by fi-nancial institutions.

The number of mobile money subscribers in emerging markets is forecasted to grow from 133 million users in 2010 at a compound annual growth rate (CAGR) of 40 percent to reach 709 million users in 2015. The total value of mobile money transactions will simultane-ously grow at a CAGR of 54 percent from US$ 25 billion in 2010

to US$ 215 billion in 2015. Asia-Pacific is expected to become the most important regional market, accounting for more than half of the total user base.

The global remittance market has grown rapidly over the past dec-ade. In 2010 remittances through formal channels amounted to US$ 440 billion, of which, developing countries received an estimated US$ 325 billion. The vast majority of these transactions are still cash-to-cash transactions, but the share of digital transactions is steadily increasing. Driven by the development of mobile money systems in emerging markets, Berg Insight estimates that US$16 billion worth of international money transfers will be received with mobile phones in 2015. Similarly, US$ 5.5 billion worth of international remittances will be sent using mobile phones in 2015.

International airtime transfer is a rapidly growing niche within the overall international value transfer market. It is a low margin high volume business, with a small number of leading service providers in the field. There are a large number of smaller vendors who have joined the airtime transfer market more recently. Berg Insight esti-mates that the total value of international airtime transfer will grow from US$ 130 million in 2010 at a CAGR of 67 percent to reach US$ 1.67 billion in 2015.

Many new companies have entered the mobile money industry as technology vendors in the past year, including the likes of Erics-son, SAP and Gemalto. The competitive landscape is intense with around 70 vendors competing in the industry, of which many need to reach a critical mass of deployments over the next two years in order to stay in business in the longer term. Yet, the level of con-solidation among technology vendors serving MNOs and third party service providers is high, with around 75 percent of mobile money deployments running on the platforms of five leading vendors. In contrast, the landscape among vendors providing financial institu-tions is highly fragmented with no clear leaders.

How can mobile technology be applied to extend the reach of today’s online banks?

What is the true potential for providing mobile financial services to the unbanked population?

What are the key challenges, critical success factors and best practices for operating mobile money services?

Who are the most important players to watch in the mobile banking and payments industry?

Who are the leading mobile money platform providers in emerging markets?

What are the business opportunities for mobile operators in international money transfer?

What are the strategies of the leading providers of international airtime transfers?

How are financial institutions responding to the entry of mobile network operators in the financial services industry?

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Table of Contents

1 Mobile money in emerging markets 1.1 Introduction 1.1.1 The mobile as an enabler of branchless

banking and electronic payments 1.1.2 Overview of mobile money service

providers 1.1.3 Developments in the mobile money

field 1.2 Overview of mobile money services 1.3 Evolving to a mature system 1.4 Mobile money fundamentals and

success factors 1.4.1 Network effects in mobile money

systems 1.4.2 Internal priority 1.4.3 Reaching the target customer groups 1.4.4 Building, incentivising and managing

agent networks 1.5 Case studies 1.5.1 Mobile money in South Africa 1.5.2 The evolving mobile money ecosystem

in Kenya

2 The mobile financial services industry 2.1 Technology vendors 2.1.1 The changing competitive landscape 2.1.2 General development trends 2.2 Mobile money service providers 2.2.1 Mobile network operators 2.2.2 Financial institutions 2.2.3 Third party service providers

3 International mobile remittances 3.1 Global money transfer flows 3.2 Cost of remitting money 3.3 Success factors for remittance

services 3.4 The consumer-to-consumer

remittance market 3.5 Remittance methods 3.5.1 Structure of a remittance operation 3.5.2 Agent networks 3.5.3 Informal value transfer systems 3.5.4 Regulations

3.5.5 Funds capture interfaces and payment instruments

3.5.6 Funds disbursement 3.6 Mobile remittance players 3.6.1 Money transfer offices 3.6.2 Mobile network operators 3.6.3 Platform providers and third parties 3.6.4 Financial institutions and payment

processing networks 3.6.5 International airtime transfer companies 3.7 Case studies 3.7.1 Western Union is putting its bets on

mobile money transfers 3.7.2 MoneyGram offers international mobile

money transfers 3.7.3 MasterCard’s MoneySend service goes

mobile 3.7.4 Remittances to M-PESA wallets in

Kenya

4 Forecasts and conclusions 4.1 Mobile money in emerging markets 4.1.1 Deployments launched by service

provider 4.1.2 Deployments launched by region 4.2 Mobile money forecasts and analysis

by region 4.2.1 Africa 4.2.2 Asia 4.2.3 Latin America 4.2.4 Eastern Europe and Western Asia 4.3 Mobile money technology vendors 4.3.1 The changing competitive landscape 4.3.2 Technology platform development

trends 4.4 Mobile money service providers 4.4.1 Current focus and execution of services 4.4.2 Service provider development trends 4.5 Mobile remittances 4.5.1 Sending and receiving remittances with

a mobile phone 4.5.2 Forecasts and analysis 4.5.3 Mobile remittance development trends 4.6 International airtime transfer 4.6.1 Service provider market shares 4.6.2 Forecasts and analysis

5 Company profiles 5.1 Mobile money platform providers 5.1.1 Comviva 5.1.2 Fundamo 5.1.3 Gemalto 5.1.4 Halcom 5.1.5 MasterCard 5.1.6 M-Com (Fiserv) 5.1.7 Monitise 5.1.8 MoreMagic 5.1.9 ProgressSoft 5.1.10 S1 5.1.11 Sybase 365 (SAP) 5.1.12 Utiba 5.1.13 YellowPepper 5.1.14 ZTE 5.2 Mobile value transfer providers 5.2.1 eServGlobal and BICS 5.2.2 Ericsson 5.2.3 Ezetop 5.2.4 Luup 5.2.5 MoneyGram 5.2.6 TransferTo 5.2.7 Visa 5.2.8 Western Union

Glossary


Mobile Advertising and Marketing

Mobile Advertising and Marketing is the fourth consecutive report analysing the rise of mobile advertising on the global market.

This strategic research report from Berg Insight provides you with 170 pages of unique business intelligence and expert commentary on which to base your business decisions.


Identify tomorrow’s most profitable advertising opportunities in the mobile space.

Understand the fundamentals of the ad-based mobile media revenue models.

Recognise the key enablers of growth in the mobile advertising market.

Comprehend the relative importance of digital channels compared to other advertising media.

Learn about the experiences of mobile marketing campaigns by top global brands.

Profit from valuable insights about ad-funded business models for mobile operators.

VAS Research Series


www.berginsight.com




Mobile advertising revenue forecast, € million (Worldwide 2009–2015)

VAS Research Series

What are the latest developments in mobile advertising?There are 5 billion active mobile subscriptions across the globe, which can be compared with about 2 billion Internet users. This un-derpins the vast potential of the mobile channel for advertising and marketing, being highly important for brands seeking to engage in communication with present and potential customers. Berg Insight estimates that the total value of the global mobile marketing and ad-vertising market was € 1.72 billion in 2009. The market for mobile advertising have been developed positively due to growing mobile media usage, and increasing mobile ad spends have been prevailing during the recent economic recovery. Growing at a compound an-nual growth rate of 41 percent, the mobile ad market is forecasted to be worth € 13.5 billion in 2015 – corresponding to 15.7 percent of the total digital advertising market. Mobile is at the same time predicted to account for 3.4 percent of the total global ad spend for all media.

The mobile media has several especially interesting attributes from a marketing perspective. First of all most people have a mobile handset making reach unmatched. Mobile handsets and networks are also getting increasingly advanced, making it possible to deliver highly compelling advertising experiences, incorporating rich me-dia, video and interactive content. Even more importantly, handsets are extremely personal devices which people tend to always have within reach and most often switched on. This enables marketing possibilities which other channels lack. Consumers can be reached at all times and in all places, which makes the channel stand out of the crowd. The personal nature of the devices makes it possible to deliver messages which are highly relevant for the recipient, taking into consideration demographics, interests, habits and other prefer-ences. Communication having undergone such screening is bound to be much more effective in portraying a brand positively. The ROI of such initiatives can be substantially better than for intrusive cam-paigns where all consumers are flooded with the same non-person-alised message. The mobile channel can in this way avoid the pitfall of unsolicited communication and capture an important role in the future of marketing.

For several years, mobile has been claimed to be on the verge of entering the array of main media channels for marketing. During the past twelve months, companies have started to leave the experi-mental stage and deliver full-scale campaigns gradually including mobile in the marketing media mix. Advertisers include blue chip

companies as well as SMEs. Exposure through multiple channels, digital as well as traditional, has proven to generate better outcomes than when channels are used in isolation. This goes especially for mobile, being relatively new and therefore bound to benefit from the viral effects created by campaigns spanning several media and generating attention across the population of potential customers.

Numerous actors are engaging in activities related to mobile market-ing. Many firms specialised in enabling mobile advertising are still rel-atively small, venture capital funded companies. Examples of larger players include Apple that launched its iAd platform for advertising in iPhone apps in mid-2010 and Google, having acquired ad network AdMob in 2009. Ericsson has recently increased its presence within mobile advertising through its AdMarket. Microsoft has furthemore just launched its latest mobile OS – Windows Phone 7 – which will offer greater opportunities for rich advertising experiences.

There are a number of key takeaways from the latest developments in mobile marketing. The channel is becoming an integral part of the media mix, a progress which is eased by the increasing habitual mo-bile consumption exercised by consumers. Brands do however have to establish mobile strategies in order to spend wisely and capitalise on the potential the channel brings. Operators need to pay attention to the possible changes in the mobile ecosystem, where advertising can be an important future source of revenue. When it comes to mobile advertising formats, applications are currently extremely popular, but in line with the development in the PC world a shift over to the mobile web is expected. While advanced formats offer unmatched user expe-riences, the potential in more simple formats such as SMS are how-ever still substantial, not the least due to the far greater reach. Finally, the integration of location-sensitivity in advertising efforts is increasing, an area which releases the full potential of the mobile channel.

How should mobile handsets be integrated in the marketing media mix?

What changes in the mobile industry and end-user behaviour are required before mobile advertising can become a multi-billion euro market?

How are Ericsson, Apple, Google and Yahoo! positioning themselves to become leading mobile advertising networks?

Who are the rising stars that stand out from the crowd among the mobile advertising and marketing companies?

How well suited for advertising are different existing and future mobile media channels?

What are the experiences from mobile marketing campaigns so far?

What implications does mobile advertising bring for operators?

Which advertising formats will become most successful in the mobile environment?

In what ways can location technology improve the relevancy of mobile advertising?

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Table of Contents

1 Advertising and digital media 1.1 The marketing and advertising

industry 1.1.1 Global advertising expenditure 1.1.2 Advertisement expenditure by media 1.1.3 Top 20 global advertisers 1.1.4 Marketing industry players 1.2 The Internet media channel 1.2.1 Internet usage trends 1.2.2 Internet advertising expenditure 1.2.3 Internet advertising formats 1.3 The mobile media channel 1.3.1 Europe 1.3.2 United States 1.3.3 Japan 1.3.4 Emerging markets

2 Mobile advertising 2.1 The mobile handset as an advertising

platform 2.1.1 Physical characteristics of the mobile

handset 2.1.2 Handset software 2.1.3 Location capabilities 2.1.4 Mobile networks and data transfer

capabilities 2.1.5 Mobile Internet versus PC-based

Internet 2.2 Advertising on the mobile handset 2.2.1 Deploying mobile advertising 2.2.2 Targeting mobile campaigns 2.2.3 Exploiting location technology 2.2.4 Privacy concerns 2.2.5 Pricing models and cost 2.3 The mobile advertising ecosystem 2.3.1 Advertisers 2.3.2 Ad agencies and creative designers 2.3.3 Digital ad networks 2.3.4 Technical solution providers 2.3.5 Mobile operators 2.3.6 Online media publishers and mobile

application providers 2.3.7 Industry associations

3 Messaging and mobile marketing 3.1 SMS and MMS marketing 3.1.1 Push messaging 3.1.2 Pull messaging and Common Short

Codes 3.1.3 Location-targeted SMS campaigns 3.2 Idle screen and cell broadcast 3.3 Mobile coupons 3.4 Proximity-based marketing 3.4.1 Bluetooth 3.4.2 NFC 3.4.3 Barcodes

3.5 Case studies 3.5.1 South Africa prominent in SMS

advertising 3.5.2 Ace Hardware drives sales through

Mobile Posse’s idle screen solution 3.5.3 Bluetooth coupons available at major

hotel chains 3.5.4 McDonald’s in Japan integrates mobile

coupons and contactless wallet

4 Mobile web advertisement 4.1 Portals 4.2 News and information 4.3 Mobile search 4.3.1 Market players and strategies 4.3.2 Directory services and local search 4.4 Communities and social networking 4.4.1 Market players and strategies 4.4.2 Social media marketing 4.5 Mobile music and video 4.6 Case studies 4.6.1 Location-based mobile web advertising

a reality in Japan 4.6.2 Vodafone taking portals to the next

level with Vodafone 360 4.6.3 Swisscom engages in ad-funded

mobile video on portal 4.6.4 Intel campaign shows mobile web ads

outperform in-app ads 4.6.5 Casinos extend their online strategy

with the mobile channel

5 Ad-funded applications 5.1 Mobile applications 5.1.1 Mobile games 5.1.2 Mobile map and navigation

applications 5.1.3 Mobile search applications 5.1.4 Mobile music and video applications 5.1.5 Social networking applications 5.1.6 Pure advertising apps 5.2 In-app advertising 5.2.1 Apple – iAd 5.2.2 RIM – BlackBerry Advertising Service 5.2.3 Microsoft – Windows Phone 7/Microsoft

Advertising 5.2.4 Nokia – OviStore in-app advertising

add-on 5.2.5 Android 5.3 Case studies 5.3.1 MINI Getaway Stockholm – location-

based reality game with grand price 5.3.2 Layar and Brightkite – advertising in

Augmented Reality 5.3.3 Poynt – mobile search application

which points to local businesses 5.3.4 TV channels offer mobile video services

in Sweden

5.3.5 Nissan claims exceptional results from iAd campaign

6 Forecasts and conclusions 6.1 Mobile marketing industry analysis 6.1.1 Buyer-side: Increasing interest in the

mobile channel 6.1.2 Supplier-side: Specialised actors

emerge and consolidation continues 6.1.3 Consumer-side: The gap between PC

and mobile Internet usage is closing 6.1.4 Channels and formats: Which will

succeed? 6.1.5 Convergence trends 6.2 Potential market value analysis 6.2.1 Target audience and exposure 6.2.2 CPM levels 6.2.3 CTR for mobile campaigns 6.2.4 Revenue sensitivity analysis 6.3 Market forecasts 6.4 Final conclusions

7 Company profiles and strategies 7.1 Top advertising agencies 7.1.1 Specialised mobile advertising

agencies 7.2 Telecom industry players 7.2.1 Blyk partners with operators to deliver

opt-in ads 7.2.2 O2 Germany mimics Blyk’s offer with its

Netzclub ad-funded price plan 7.2.3 Turkcell remains a successful cutting-

edge player in mobile advertising 7.2.4 Ericsson aims to remove complexity by

launching AdMarket 7.3 Digital industry players 7.3.1 Google claims mobile is a US$ 1 billion

business focusing on LBS 7.3.2 Microsoft launches Windows Phone 7

with in-app advertising features 7.3.3 Yahoo! focuses on mobile advertising

with rich media and local targeting 7.4 Mobile advertising players 7.4.1 AdMob 7.4.2 Amobee 7.4.3 Comverse 7.4.4 Jumptap 7.4.5 mBlox 7.4.6 Netsize 7.4.7 Smaato 7.4.8 Velti

Glossary


Mobile Banking and Payments

Mobile Banking and Payments is the second consecutive report from berg Insight analysing the rise of the mobile handset as a device for payments, money transfer and banking worldwide.

This strategic research report from Berg Insight provides you with 130+ pages of unique business intelligence and expert commentary on which to base your business decisions.

This report will allow you to understand the dynamics of:

Payment services based on premium SMS, WAP billing, transactional networks and credit cards.

Money transfer services for subscribertosubscriber financial transactions within and between countries.

Mobile banking services for banked populations in the Western World and unbanked populations in emerging markets.

NFC as an enabling technology, fusing the mobile handset and the credit card into a unified payment device.

The ecosystem required for providing financial transaction services in the mobile environment.

VAS Research Series


www.berginsight.com




Active users of mobile banking and related financial services (Worldwide 2009–2015)

VAS Research Series

The number of active mobile banking users almost doubling every yearMobile financial services include a range of various applications and usage areas. Most of these services could be classified as mobile payments, mobile money transfer or mobile banking. The mobile handset is now established as a means for payments in certain niches such as digital services and ticketing using premium SMS. Berg Insight believes that this type of applications will continue to grow with WAP billing and credit card payments gradually increasing their market shares. Mobile money transfer is expected to achieve a market breakthrough in the coming years, generating revenues in the range of US$ 1.2–6.2 billion in 2015. Berg Insight also anticipates that mobile banking will become highly popular among existing Internet bank users and also become the main digital channel for retail banks in emerging markets. As a result the number of active users of mobile banking and related financial services worldwide is forecasted to increase from 55 million in 2009 to 894 million in 2015.

Mobile payments refer to the utilization of mobile handsets for making purchases. Traditionally, mobile payments have focused on purchasing mobile content, but over time the application area has diversified to include goods and services. Initially, premium SMS was the vehicle for payments as it offered unmatched reach and a simple process familiar to the vast majority of the subscribers. As the number of people using their phones for data services increases a range of alternative methods opens up. Today, many content providers are moving over to WAP billing, which offers practical advantages and higher payout rates. Furthermore, the mobile devices are converging with PCs and a natural step is to utilize the payment methods already established on the Internet, which offer better payout rates and do not rely on operators. These methods are primarily transactional networks and credit cards. In a long term perspective the mobile handset has also been identified as a vehicle for delivering contactless payments using NFC technology and we are starting to see commercial rollouts in a number of markets.

The money transfer market has grown considerably over the past years, however the current global economic downturn has constrained the remittance volumes temporarily. Still remittance is a growing market in a long term perspective, driven by a number of factors such as migration, globalization and urbanization. Many mobile banking and payment providers are glancing at the US$ 600 billion flowing every year to developing countries, which generates about US$ 60 billion in remittance service revenues. There are over

4 billion mobile subscribers in the world and extensive networks of airtime agents have been built up giving the mobile media unmatched reach and it has been identified as a vehicle for remittance. Today, there are a number of international mobile remittance services available in the US, Europe and the Gulf states. Yet, money transfer networks such as Western Union and informal value transfer systems still dominate the market.

Mobile banking is an evolution of telephone and Internet banking that provides mobile subscribers with access to standard banking services such as account information and payments. There is a major difference between mobile banking for the banked population in the US and Europe compared to the unbanked population in Africa, Asia and Latin America. The services differ significantly as they fill different needs and builds upon different business models. In Europe the service is at the initial stage and is seen as a convenience service that does not generate additional revenues, but more a service to build valueadded applications upon. In emerging markets the service targets unbanked or underbanked people that do not have access to other official banking systems.

There is a wide range of players of every size in the mobile banking and payments industry. Since the different services are strongly interconnected most firms dedicated to developing platforms for mobile commerce offer a number of services. Many platforms comprise for example banking services, over the air payments, proximity payments (NFC), remittance, airtime topup as well as other functions such as marketing and vouchers. In addition to these players there are also large IT firms with the capabilities of delivering tailored solutions to operators or financial institutions that integrate with the current systems. Large banks such as Citigroup or Bank of America have the competence to develop mobile banking and payment schemes inhouse. There have also been initiatives from the international card payment giants Visa and MasterCard.

How can mobile technology be applied to extend the reach of today’s online banks?

What is the true potential for providing mobile financial services to the unbanked population?

Who are the most important players to watch in the mobile banking and payments industry?

What are the business opportunities for mobile operators in international money transfer?

How will mobile payments evolve beyond premium SMS?

Why are public transport organisations adopting mobile ticketing technology?

What is the current status for network independent WAP billing?

What will be the future role for transactional networks and credit cards in mobile payments?

When will NFC allow integration of payment cards in mobile handsets?

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Table of Contents

1 Premium SMS and other text or voice based payments 1.1 Introduction 1.1.1 Setting up a premium SMS payment

gateway 1.1.2 Advantages and disadvantages for

consumers and merchants 1.1.3 Examples of applications 1.2 Mobile content sales 1.2.1 Market overview 1.2.2 Payment methods 1.3 Public transport ticketing 1.3.1 Single journey ticketing 1.3.2 SMS public transport ticketing in

European cities 1.4 Parking payments 1.5 Other micro-payments and voting 1.6 Case studies 1.6.1 Telenor: Mobile payment service

enabler 1.6.2 Plusdial: Premium SMS public transport

ticketing provider 1.6.3 NOW! Innovations: Mobile parking

payment provider

2 Next generation mobile payments 2.1 Mobile operator billing 2.1.1 WAP billing 2.1.2 Other operator billing methods 2.1.3 Payment intermediaries and payment

platforms 2.1.4 Case study: Payforit enables cross

operator WAP billing in the UK 2.2 Transactional networks 2.2.1 Online payment networks 2.2.2 Mobile transactional networks 2.2.3 Case study: Canadian operators team

up to deliver mobile transactions 2.3 Credit/debit card billing 2.3.1 Safety aspects of credit card usage 2.3.2 Credit/debit card usage for mobile

commerce 2.3.3 Case study: App stores generate

millions of credit card purchases 2.4 NFC technology – enabling

integration of credit cards into handsets

2.4.1 Contactless smartcards 2.4.2 Mobile NFC 2.4.3 Case studies from Europe and Asia

3 International mobile money transfer 3.1 Global money transfer outlook 3.1.1 The money transfer market 3.1.2 Cost of remitting money 3.2 The GSMA Money Transfer

Programme 3.2.1 Programme objectives 3.2.2 Ecosystem structure 3.3 Case Studies 3.3.1 Belgacom ISC and eServGlobal

offer the HomeSend remittance platform

3.3.2 Etisalat offers mobile money transfer for expats

3.3.3 Western Union focus on mobile money transfers

4 Mobile banking 4.1 The banking sector 4.1.1 Retail banking 4.1.2 The Western European retail banking

industry 4.1.3 The US retail banking industry 4.1.4 Trends in the retail banking industry 4.2 Telephone and online banking 4.3 Mobile banking 4.3.1 Utilising mobile devices for remote

banking 4.3.2 Levels of functionality for mobile

banking 4.3.3 Mobile banking in Europe and the US 4.3.4 Mobile banking in emerging markets 4.4 Case studies 4.4.1 Bank of America – Mobile banking

adoption rises in the US 4.4.2 FNB – 20 percent of its customers use

mobile banking 4.4.3 MPESA – More than 8 million users in

Kenya and Tanzania 4.4.4 The Philippines – GCASH and Smart

Money attracts 7 million users

5 Forecasts and conclusions 5.1 Mobile payments 5.1.1 SMS payments 5.1.2 WAP payments 5.1.3 Mobile transactional networks 5.1.4 Credit cards 5.1.5 Mobile NFC payments 5.2 International mobile remittance

5.2.1 Value proposition for players in the ecosystem

5.2.2 Market analysis and forecasts 5.3 Mobile banking 5.3.1 Mobile banking in the US and Europe 5.3.2 Mobile banking in emerging markets 5.4 Industry player analysis 5.4.1 Consolidation trend and vertical

integration by mobile operators 5.4.2 Service portfolios 5.4.3 Market positioning 5.4.4 Future role in the mobile and financial

industries

6 Company profiles 6.1 Mobile payment providers 6.1.1 Bango 6.1.2 Ericsson IPX 6.1.3 Fronde Anywhere 6.1.4 Luup 6.1.5 mBlox 6.1.6 mChek 6.1.7 Netsize 6.1.8 Nokia 6.1.9 Obopay 6.1.10 Sybase 365 6.2 Mobile banking providers 6.2.1 Comviva 6.2.2 Firethorn 6.2.3 Fundamo 6.2.4 MCom 6.2.5 mFoundry 6.2.6 Monitise 6.2.7 MShift 6.2.8 Utiba 6.2.9 VeriSign 6.2.10 YellowPepper 6.3 Financial institutions 6.3.1 Visa 6.3.2 MasterCard 6.3.3 Mobipay

Glossary


Mobile Entertainment Services

Mobile Entertainment Services is a comprehensive report analysing the evolution of music, games and television for mobile devices.

This strategic research report from Berg Insight provides you with 140 pages of unique business intelligence and expert commentary on which to base your business decisions.

This report will allow you to understand:

Users – how are they consuming mobile entertainment today and in the future?

Music – how can the mobile industry benefit from the ongoing digital revolution in the music industry?

Gaming – will the mobile handset become a major gaming platform?

Television – what does it take to deliver an attractive user-experience on mobile handsets?

Strategies – how should mobile operators and other industry players position themselves in entertainment?

VAS Research Series


www.berginsight.com




Global reach of different media (2009)

VAS Research Series

How will mobile entertainment evolve in the next decade?All the prerequisites for the mobile phone to move beyond voice serv-ices on a large scale are finally in place, and the users are ready. The challenge now facing providers of mobile entertainment services is to adapt their products to the mobile medium. The mobile phone is not a terminal which encourages aimless browsing and exploring. The first challenge facing content producers is to ensure that their prod-ucts are easy to find and sold through channels which the consumers feel confident using, traditionally operator portals or branded stores.

Berg Insight believes that platform and terminal specific stores will increase in popularity with publishers and consumers alike as they minimize the technical challenges for developers and assures good quality for the user. A decisive factor will be usability, notably ad-vanced search functions, but also features such as user recommen-dations. Choosing the correct partner, and to some extent platform, will be crucial. It is a tough sale to charge consumers for content over mobile which is often available for free on the PC, but it is not impos-sible. User surveys show that there is a willingness to pay reasonable fees among a large part of the user base, and that there is room in the household entertainment budget for mobile contents. Berg Insight recommends content providers to explore new price models, such as pay-per-session and subscriptions, to create more dependable revenue streams. There are numerous examples of how this can be done for different types of contents.

We believe that as streaming and connectedness become more prevalent as content concepts, business models based on sales of access rather than sales of downloadable products will increase. It is likely that the content industry’s economic model will gradually be approaching that of the mobile industry’s, defining results in terms of average revenue per user rather than one-time sales.

To reach the majority of users who are not yet willing to pay for mo-bile services, Berg Insight recommends exploring applications as vehicles for advertising, as well as contents sold bundled with other digital goods or even physical products. Surveys show that young and frequent mobile users have large and fluid social networks with which they stay in constant contact. In developed markets, mobile users are a sub-group of computer users, who expect to be seen and heard, and who enjoy creating, influencing and sharing contents. Successful mobile services across the board and the globe enable

and encourage networking, communication, interactivity and crea-tivity. Berg Insight strongly recommends not only content producers to already early in the design work reflect on how these features can be incorporated in their products, but that also portal and shop man-agers do the same.

Complementing the mobile activity with a fixed base allows for richer features and higher customer loyalty. For a content provider coming from the fixed side on the other hand, the mobile presence should be a well-designed and integrated branch of the overall strategy. The mobile phone as an entertainment terminal features a number of unique characteristics: it is highly personal, always connected and knows where it is. All these are properties that can be incorporated to craft highly creative and original applications.

One of the main challenges will be to find motivating factors for op-erators to get involved. Volume-based subscriptions are today a stumbling block for usage, and proliferation of flat-fee contracts are a critical success factor for mobile data services to take off. Fixed rates are a catalyst to make the existing online activities such as e-mail, search, instant messaging, electronic commerce and current Internet trends such as blogging and social networking expand into the mo-bile arena. A capped monthly fee is also the requisite to encourage off-portal browsing. Fixed fees however also remove one of the key incitements for network owners to promote these types of services as they put higher pressure on the networks without generating more revenue. Berg Insight recommends that operators begin by offering differently sized subscriptions of minutes or bytes, and then increas-ingly bundle these with services such as TV and music, as a way to retain customers and to maintain revenue per subscriber.

Mobile players, especially operators, need to embrace the idea that everyone stands to win from an enticing and comprehensive mobile ecosystem, and should at this stage of establishment and expansion focus on figuring out how they can fit in and contribute rather than how to stifle competition. This report looks at challenges as well as strategies for successfully overcoming them specifically for music, TV and video services as well as games.

What will be the future role for mobile handsets in the entertainment industry?

How will digital music be consumed by mobile users?

Will mobile handsets become a significant gaming platform?

What are the main challenges facing prospective providers of mobile TV?

Which are the most successful business models and strategies for mobile entertainment?

What impact will the demand for entertainment services have on the future mobile infrastructure?

What lessons can be learned from the most advanced markets in Asia-Pacific?

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Table of Contents

1 Introduction

2 Music 2.1 Products and packaging 2.1.1 Traditional music products 2.1.2 New digital music products 2.2 Distribution channels 2.2.1 Downloading 2.2.2 Streaming 2.3 Geographical markets 2.3.1 United States 2.3.2 United Kingdom 2.3.3 France 2.3.4 Germany 2.3.5 Japan 2.3.6 South Korea 2.3.7 China 2.3.8 Brazil 2.3.9 Uganda 2.4 Industry players 2.4.1 Mobile operators 2.4.2 Handset manufacturers 2.4.3 Device manufacturers 2.4.4 Internet Service Providers 2.4.5 Content aggregators 2.4.6 Online industry players 2.5 Challenges and recommendations 2.5.1 Finding the right business model for

digital music 2.5.2 Merging to the mobile arena 2.5.3 The role of the music company 2.5.4 The role of the mobile operator

3 Gaming 3.1 The mobile handset as a

gaming platform 3.2 The player 3.3 Mobile game concepts 3.3.1 Mobile versions of online games 3.3.2 Location sensitivity 3.3.3 Mixed reality 3.3.4 Multiplayer games 3.3.5 Natural interfaces 3.3.6 Ad-funded games 3.3.7 Virtual products 3.4 Business models 3.4.1 Value chain 3.4.2 Distribution 3.4.3 Application stores 3.4.4 Pricing 3.5 Recommendations

4 TV and video 4.1 The next step in the evolution

of television 4.2 Broadcasting technologies 4.2.1 Streaming over mobile networks 4.2.2 3GPP: IMB, MBMS and TDtv 4.2.3 Analogue receivers in handsets 4.2.4 DAB-based technologies:

T-DMB, DAB-IP 4.2.5 DVB-based technologies:

DVB-H and DVB-IP 4.2.6 MediaFLO 4.2.7 ISDB-T (One-Seg) 4.2.8 ATSC-M/H 4.2.9 WiFi and WiMAX 4.3 Strategies 4.3.1 Unicast or broadcast 4.3.2 Industry players and business models 4.3.3 Content innovation 4.3.4 Financing 4.4 Challenges and recommendations 4.4.1 Regulations 4.4.2 Technology 4.4.3 Business models and strategies 4.4.4 Content and usage

5 Strategic advice to mobile entertainment providers 5.1 Network operators 5.2 Content producers and aggregators

Glossary


Handset Connectivity Technologies

Handset Connectivity Technologies is the second consecutive report from Berg Insight analysing the latest trends on the world wide market for GNSS, Bluetooth, WLAN and NFC technologies in mobile handsets.

This report in the NGT Research Series from Berg Insight provides you with 120 pages of unique business intelligence including 5-year industry forecasts and expert commentary on which to base your business decisions.


Profit from numerous executive interviews with market leading companies.

Identify the opportunities and challenges with integration of new connectivity technologies in mobile handsets.

Learn about the strategies of the leading chipset and handset vendors.

Understand the drivers and barriers for industry-wide adoption of new technology.

Predict future connectivity design trends and technology developments.

Realize the importance of Assisted-GPS and hybrid location technologies.

Comprehend how NFC technology in handsets can enable new services.

NGT Research Series

Berg Insight’s NGT Research SeriesHow will the mobile market evolve in the future? Berg Insight’s Next Generation Technologies Research Series examines the latest advances in mobile technology and the new business opportunities they create. Each title analyses development roadmaps, potential applications and addressable market segments for a technology. Topics currently covered by the series include smartphones, femtocells, mobile broad band and short-range handset connectivity.

www.berginsight.com




Projected attach rate for handset connectivity technologies (World 2009–2015)

NGT Research Series

Which connectivity technologies will be standard in future handsets?Handset shipments grew 8 percent in 2010 to 1.3 billion units as the world economy started to recover. Mobile phones can be divided into segments based on price or device capabilities. A broad distinction can be made between smartphones that support native third party ap-plications and featurephones that do not. Smartphones is the fastest growing segment with shipments increasing almost 74 percent in 2010 to 295 million units. Smartphones are receiving more attention from handset manufacturers, network operators and application develop-ers. Handset vendors adopt smartphone operating systems in order to reduce development time and cost for new advanced handset mod-els. Operators promote smartphones that drive adoption of postpaid subscriptions and data plans. Both handset vendors and operators also strive to attract developers that can bring additional revenues and customer interest from their applications. Most importantly, an increas-ing number of users are now discovering how smartphones can act as personal computing devices enabling access to the mobile web and applications, besides voice and text services.

The attach rates for wireless connectivity technologies including Blue-tooth, WLAN and GPS in handsets are increasing steadily as the adop-tion of smartphones accelerates. Bluetooth is now a standard feature on most featurephones and virtually all smartphones. An estimated 900 million Bluetooth-enabled handsets shipped in 2010 and the attach rate grew to about 70 percent across all handset segments. WLAN connec-tivity, which is gaining support from most operators as a means to of-fload data traffic from cellular networks, has grown to about 80 percent in the smartphone segment in 2010. However, the attach rate for WLAN is still less than 3 percent in the featurephone segment. Starting in the second half of 2011, more handsets supporting the Near Field Com-munication (NFC) standard for short-range wireless, point-to-point com-munication between devices will also become available. When deployed in mobile phones, NFC can be used for countless applications, ranging from information exchange, electronic ticketing and payment, to simple device pairing for establishing Bluetooth or WLAN connections.

Technical developments enabling GPS integration in mass-market handsets was driven by the FCC’s E911 emergency call mandates requiring all US mobile operators to provide high-accuracy location of emergency calls. CDMA and iDEN operators chose to use GPS tech-nology, which led to a high penetration of GPS in iDEN and CDMA handsets in North America and other parts of the world where CDMA is

widely deployed. Emergency call regulation is being introduced in other regions as well. Canada has chosen to stipulate location accuracy requirements as in the US, while no such rules are yet in place in Europe where Cell-ID-type location accuracy is enough for compliance today.

The number of GPS-enabled GSM/WCDMA handset models is grow-ing fast. The number of models from tier-1 vendors available on the market has grown from four in 2005 to more than 170 at the end of 2010. Since 2008, all tier-1 vendors have shipped GPS-enabled GSM/WCDMA phones for markets worldwide. Sales of GPS-enabled GSM/WCDMA handsets grew from 150 million devices in 2009 to an esti-mated 265 million units in 2010. Berg Insight forecasts that shipments of GPS-enabled GSM/WCDMA/LTE handsets will grow to 940 million units in 2015, representing an attach rate of 61 percent. Including handsets based on other air interface standards such as CDMA and iDEN, GPS-enabled handsets sales are estimated to reach about 1,090 million, or 64 percent of total handset shipments in 2015.

GPS technology for handsets has matured, offering much better per-formance in terms of sensitivity, power consumption, size and price than was possible a few years ago. Support for other satellite systems such as GLONASS, Galileo and Compass will also be added over time. The first handsets with receivers for GPS and GLONASS are already available and mobile phones with Galileo compatible receivers can be expected in greater numbers in 2014 when the new system will be-come operational. Besides adding support for more satellite systems that ensures additional visible satellites and incrementally better per-formance in urban canyons, handset vendors are also starting to adopt hybrid location technologies to improve indoor performance. These technologies combine GPS with other wireless and sensor-based tech-nologies, including Wi-Fi positioning, accelerometers, gyroscopes or electronic compasses to improve performance in challenging environ-ments were GPS signals are extremely weak or unavailable.

What is driving the adoption of GPS technology in GSM/WCDMA handsets?

What are the benefits with Assisted-GPS, A-GNSS and hybrid location technologies?

How will Bluetooth evolve in the future handset environment?

What is the roadmap for integration of WLAN in mass-market mobile phones?

When will NFC become a widespread handset connec-tivity technology?

Which connectivity technologies are being adopted by the main handset manufacturers?

What impact will new technologies have on the wireless chipset value chain?

How is the greater diversity of radios affecting wireless chipset and handset design?

Who are the leading developers of cellular and connectivity chipsets?

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Table of Contents

1 Mobile handsets and smartphones

1.1 Introduction 1.2 Wireless communication technologies 1.2.1 Cellular communication technologies 1.2.2 Personal and local area networks 1.2.3 Spectrum and interference 1.3 Broadcast connectivity technologies 1.3.1 Radio 1.3.2 Mobile TV 1.3.3 Global navigation satellite systems 1.4 Connectivity technology integration in

handsets 1.4.1 Handset hardware and software

platforms 1.4.2 Horizontal and vertical integration of

connectivity technologies 1.5 Overview of handset segments 1.5.1 Growing end-user demand for

smartphones 1.5.2 Popular handset categories and form

factors 1.5.3 Evolution of smartphone input

mechanisms and user interfaces 1.5.4 Best selling smartphones in 2010 1.6 Handset connectivity trends 1.6.1 Wireless connectivity attach rates driven

by higher smartphone sales 1.6.2 Proliferation of GPS-enabled GSM/

WCDMA handset models 1.6.3 NFC is the next new connectivity

technology for handsets

2 Handset platform vendors 2.1 The handset chipset industry 2.1.1 Industry consolidation continues 2.1.2 Handset baseband vendors 2.1.3 Connectivity chipset vendors 2.1.4 Sensor IC vendors 2.2 Cellular platform vendor profiles 2.2.1 Broadcom 2.2.2 Intel 2.2.3 Marvell 2.2.4 MediaTek 2.2.5 Qualcomm 2.2.6 Renesas Electronics 2.2.7 ST-Ericsson

3 GNSS technologies 3.1 Overview of global navigation satellite

systems 3.1.1 Global Positioning System (GPS) 3.1.2 Galileo 3.1.3 GLONASS 3.1.4 Compass/Beidou 2 3.2 Mobile location technologies and

platforms 3.2.1 Mobile location platforms 3.2.2 Control plane and user plane location

platforms 3.2.3 Assisted GPS and GNSS 3.2.4 Hybrid and mixed mode technologies 3.3 GPS and GNSS chipsets for handsets

3.3.1 Standalone receivers 3.3.2 Host-based receivers 3.3.3 Integrated receiver architectures 3.3.4 Software-based receivers 3.3.5 GPS IC vendor market shares 3.4 GNSS chipset and software vendors 3.4.1 CellGuide 3.4.2 SkyTraq 3.4.3 u-blox

4 Bluetooth, mobile Wireless LAN and NFC technologies

4.1 Bluetooth technology 4.1.1 Bluetooth specifications 4.1.2 Bluetooth applications and profiles 4.2 Wireless LAN technologies 4.2.1 IEEE 802.11 WLAN standards 4.2.2 WLAN in mobile phones 4.2.3 WLAN handset shipments 4.2.4 WLAN chipset vendor market shares 4.3 Near Field Communication

technologies 4.3.1 NFC Forum specifications 4.3.2 NFC modes 4.3.3 NFC solution architectures and

chipsets 4.3.4 NFC mobile payment trials and

initiatives 4.4 Connectivity chipset vendor profiles 4.4.1 CSR 4.4.2 INSIDE Secure 4.4.3 Nanoradio 4.4.4 NXP Semiconductors 4.4.5 STMicroelectronics 4.4.6 Texas Instruments

5 Handset manufacturers 5.1 The handset market in 2010 5.1.1 Device shipments reach new record 5.1.2 Smartphone sales drive handset

revenues to an all-time high 5.2 Nokia 5.2.1 Device portfolio 5.2.2 Handset shipments 5.3 Samsung Electronics 5.3.1 Device portfolio 5.3.2 Handset shipments 5.4 LG Electronics 5.4.1 Device portfolio 5.4.2 Handset shipments 5.5 Research In Motion 5.5.1 Device portfolio 5.5.2 Handset shipments 5.6 Apple 5.6.1 Device portfolio 5.6.2 Handset shipments 5.7 Sony Ericsson

5.7.1 Device portfolio 5.7.2 Handset shipments 5.8 Motorola 5.8.1 Device portfolio 5.8.2 Handset shipments 5.9 HTC 5.9.1 Device portfolio 5.9.2 Handset shipments 5.10 Second tier handset vendors 5.10.1 Acer 5.10.2 Dell 5.10.3 Fujitsu Toshiba Mobile Communications 5.10.4 Hewlett Packard 5.10.5 Huawei 5.10.6 Kyocera Sanyo Telecom 5.10.7 Lenovo Mobile Communications 5.10.8 NEC Casio Mobile Communications 5.10.9 Panasonic Mobile Communications 5.10.10 Pantech 5.10.11 Sharp 5.10.12 TCL Communication 5.10.13 ZTE

6 Market trends and forecasts 6.1 Market trends 6.1.1 Focus on smartphones among vendors

and operators is growing 6.1.2 Changing demands drives consolidation

in the wireless chipset industry 6.1.3 Cost requirements drive development of

integrated chipsets 6.1.4 Further performance improvements

from hybrid location technologies 6.2 Handset shipments and market shares 6.2.1 Smartphone shipments by OS 6.2.2 Smartphone shipments by vendor 6.2.3 GPS-enabled handset shipments

by vendor 6.3 Handset shipment forecasts 6.3.1 Handset shipment forecasts by primary

access technology 6.3.2 Handset shipment forecasts by feature

and price segment 6.3.3 GPS-enabled GSM/WCDMA handset

shipment forecasts by segment 6.3.4 GPS handset shipment forecasts by

geographical region 6.3.5 WLAN-enabled handset shipment

forecasts 6.3.6 NFC handset shipment forecasts 6.4 Connectivity chipset shipments and

revenue forecasts 6.4.1 GPS receiver solution revenue forecasts 6.4.2 Bluetooth and WLAN chipset revenue

forecasts

Glossary


Smartphone Markets and Technologies

Smartphone Markets and Technologies is the second consecutive report from Berg Insight analysing the latest trends on the worldwide market for smartphone operating systems and handset technologies.

This report in the NGT Research Series from Berg Insight provides you with 110 pages of unique business intelligence including 5-year industry forecasts and expert commentary on which to base your business decisions.


Identify the key drivers and barriers for adoption of smartphones.

Learn about the current strategies of the leading handset brands.

Evaluate the existing OS platforms from key vendors.

Understand the reshaping of the cellular chipset value chain and consolidation trends.

Anticipate future smartphone design trends and technology developments.

Realize the importance of on-device application stores.

Benefit from updated forecasts and extensive statistical material.

NGT Research Series

Berg Insight’s NGT Research SeriesHow will the mobile market evolve in the future? Berg Insight’s Next Generation Technologies Research Series examines the latest advances in mobile technology and the new business opportunities they create. Each title analyses development roadmaps, potential applications and addressable market segments for a technology. Topics currently covered by the series include smartphones, femtocells, mobile broad band and short-range handset connectivity.

www.berginsight.com




Annual shipments of smartphones (Worldwide 2009–2015)

NGT Research Series

Will Android, iOS or Windows Phone be the winner on the surging smartphone market?Mobile phones are by far the most pervasive consumer electronics de-vices globally. Total handset shipments grew 8 percent in 2010 to 1.3 billion units as the world economy started to recover. Mobile phones can be divided into segments based on price or device capabilities. For instance, a broad distinction can be made between smartphones that support native third party applications and featurephones that do not. Smartphones is the fastest growing segment with shipments increasing by almost 74 percent in 2010 to 295 million units. Smartphones are receiving more attention from handset manufacturers, network opera-tors and application developers. Handset vendors adopt smartphone operating systems in order to reduce development time and cost for new advanced handset models. Operators promote smartphones that drive adoption of postpaid subscriptions and data plans. Both handset vendors and operators also strive to attract developers that can bring additional revenues and customer interest from their applications. Most importantly, an increasing number of users are now discovering how smartphones can act as personal computing devices enabling access to the mobile web and applications, besides voice and text services.

Wider availability of mid-tier and low cost smartphones has already led to a decline in sales of mid- and high-end featurephones. Shipments of entry handsets with limited or no support for third party applications is also forecasted to gradually decline as the cost of featurephones and smartphones become progressively lower and therefore become a vi-able option for more users. Berg Insight forecasts that shipments of smartphones will grow from 295 million units in 2010 at a compound annual growth rate of 32 percent to 1.2 billion units in 2015.

Along with a growing number of device manufacturers and software developers entering the mobile industry, the number of smartphone operating systems available has also increased. The early smartphone operating systems Symbian, Windows Mobile and BlackBerry OS have been joined by new proprietary operating systems such as Apple’s iOS and Samsung’s Bada OS. Several Linux-based operating systems in-cluding Android, LiMo, webOS and MeeGo have also been released. In addition to basic operating systems for featurephones, many hand-set vendors now use multiple smartphone operating systems across their device portfolios. While this creates a broad choice of devices for customers, it also creates increased development costs for handset

vendors and fragmentation for application developers. However, ma-turing web technologies for handsets will eventually facilitate service deployment on handsets in the same way the browser has become the primary delivery platform for PCs.

Android became the leading smartphone OS in Q4-2011 with 32 mil-lion handsets shipped – about two million more than Symbian. The slow progress of its development of the improved Symbian platform and the MeeGo platform for high-end smartphones ultimately led to Nokia’s radi-cal change of strategy to adopt Windows Phone as its main operating system for smartphones. Symbian remained the leading smartphone OS based on annual shipments with 107 million units, ahead of Android with 69 million handsets shipped in 2010. Apple’s continued success with its iPhone handsets enabled the iOS platform to outsell BlackBerry handsets in the second half of 2010 to become the third largest operat-ing system. For the full year, both RIM and Apple each shipped about 48 million smartphones. Like Symbian, Microsoft’s Windows Mobile plat-form has lost market share consistently after the iPhone and Android appeared on the market. Microsoft introduced its completely redesigned Windows Phone 7 platform in October 2010. The new platform has been relatively well received even though the first handsets using the platform do not compare favourably with the licensees best handsets based on other platforms in terms of hardware design.

Over the years, thousands of applications have been developed for Palm, BlackBerry, Windows Mobile and Symbian smartphones. At first, application developers had difficulties to reach a broad user base in ab-sence of a suitable delivery channel. In 2008, the Apple App Store was launched with immediate success removing this hurdle. All leading op-erating system providers and handset vendors have now launched their own application stores. Berg Insight estimates that the total number of downloaded applications for smartphones grew from 3 billion globally in 2009 to about 9.5 billion in 2010. Revenues from applications have at the same time doubled year-on-year to € 4 billion in 2010.

What is driving the adoption of smartphones?

What are the key differences between smartphone operating systems and traditional handset software?

What are the OS strategies of the leading smartphone vendors?

Who are the leading developers of chipsets for smartphones?

What are the secrets behind the tremendous success of application stores?

What is the technology development roadmap for smartphones in the coming years?

Who will be the key smartphone vendors in the future and who are the main market challengers?

How will the installed base of smartphones develop in the future?

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Table of Contents

1 Mobile handsets and smartphones 1.1 Overview of handset segments 1.1.1 Main handset segments 1.1.2 Popular handset categories and form factors 1.2 Introduction to smartphones 1.2.1 Smartphone operating system technologies 1.2.2 Proliferation of smartphone operating

systems 1.2.3 Growing end-user demand for smartphones 1.2.4 Mobile network operators show interest in

smartphones and apps 1.2.5 Application stores provide a new channel to

the market for developers 1.3 Smartphone trends 1.3.1 Evolution of smartphone ecosystems 1.3.2 Evolution of smartphone input mechanisms

and user interfaces 1.3.3 High-end smartphones challenge PCs 1.3.4 Best selling smartphones in 2010

2 Smartphone operating systems 2.1 The Android platform 2.1.1 Android OS versions and features 2.1.2 Android development tools 2.2 BlackBerry OS 2.2.1 BlackBerry OS versions 2.2.2 BlackBerry OS development tools 2.3 iOS 2.3.1 iOS versions and features 2.3.2 iOS development tools 2.4 MeeGo 2.4.1 Linux distribution with support for multiple

portable and connected devices 2.4.2 Application development frameworks and

tools 2.5 Microsoft operating systems for handsets 2.5.1 Windows Mobile to be consigned to niche

markets 2.5.2 Windows Phone 7 increases focus on

consumer devices 2.5.3 Development tools for Windows Phone 7 2.6 Symbian 2.6.1 Current Symbian versions 2.6.2 Symbian transitions to a continuous

improvement model 2.7 WebOS 2.7.1 WebOS versions 2.7.2 WebOS development tools 2.8 Other handset operating systems 2.8.1 Brew MP 2.8.2 Samsung’s Bada platform 2.8.3 LiMo Platform

3 Application stores 3.1 Overview of application stores 3.1.1 Vendor independent application stores

target multiple platforms 3.1.2 Application store revenues 3.2 OS developer application stores 3.2.1 Android Market 3.2.2 Windows Marketplace for Mobile and

Windows Phone Marketplace 3.3 Device vendor application stores 3.3.1 The Apple App Store 3.3.2 BlackBerry App World

3.3.3 HP App Catalog 3.3.4 Motorola Shop4apps 3.3.5 Nokia Ovi Store 3.3.6 Samsung Apps 3.3.7 LG Application Store 3.3.8 Sony Ericsson PlayNow Arena 3.4 Operator application stores 3.4.1 The Wholesale Application Community 3.4.2 AT&T AppCenter 3.4.3 China Mobile Market 3.4.4 Orange Application Shop 3.4.5 Verizon V CAST Apps 3.4.6 Vodafone 360 Shop

4 Handset hardware platforms 4.1 Overview of handset hardware platforms 4.1.1 Handset hardware components 4.1.2 Wireless connectivity technologies 4.2 Mobile application processor

technologies 4.2.1 Smartphones are the new battleground

between ARM and x86 processors 4.2.2 Discrete application processors power high-

end smartphones 4.2.3 Integrated communication processors

enable cost efficient devices 4.3 The handset chipset industry 4.3.1 Industry consolidation continues 4.3.2 Handset baseband vendors 4.3.3 Connectivity chipset vendors 4.3.4 Sensor IC vendors 4.4 Cellular connectivity and handset

platform vendors 4.4.1 Broadcom 4.4.2 Freescale Semiconductor 4.4.3 Intel 4.4.4 Marvell 4.4.5 MediaTek 4.4.6 Nvidia 4.4.7 Qualcomm 4.4.8 Renesas Electronics 4.4.9 ST-Ericsson 4.4.10 Texas Instruments

5 Handset manufacturers 5.1 The handset market in 2010 5.1.1 Device shipments reach new record 5.1.2 Smartphone sales drive handset revenues to

an all-time high 5.2 Nokia 5.2.1 Device portfolio 5.2.2 Market analysis 5.3 Research In Motion 5.3.1 Device portfolio 5.3.2 Market analysis 5.4 Apple 5.4.1 Device portfolio 5.4.2 Market analysis 5.5 HTC

5.5.1 Device portfolio 5.5.2 Market analysis 5.6 Samsung Electronics 5.6.1 Device portfolio 5.6.2 Market analysis 5.7 Motorola 5.7.1 Device portfolio 5.7.2 Market analysis 5.8 Sony Ericsson 5.8.1 Device portfolio 5.8.2 Market analysis 5.9 LG Electronics 5.9.1 Device portfolio 5.9.2 Market analysis 5.10 Second tier smartphone vendors 5.10.1 Acer 5.10.2 Dell 5.10.3 Fujitsu Toshiba Mobile Communications 5.10.4 Hewlett Packard 5.10.5 Huawei 5.10.6 Kyocera Sanyo Telecom 5.10.7 Lenovo Mobile Communications 5.10.8 NEC Casio Mobile Communications 5.10.9 Panasonic Mobile Communications 5.10.10 Pantech 5.10.11 Sharp5.10.12 TCL Communication5.10.13 ZTE

6 Market trends and forecasts 6.1 Market trends 6.1.1 Changing demands reshapes the wireless

chipset industry 6.1.2 Focus on smartphones among vendors and

operators is accelerating 6.1.3 Web technologies will eventually overtake

native applications 6.1.4 Smartphone operating systems are

becoming ecosystems 6.2 Smartphone shipments and market

shares 6.2.1 Handset shipments by segment 6.2.2 Smartphone shipments by geography 6.2.3 Smartphone shipments by OS 6.2.4 Smartphone shipments by vendor 6.3 Handset shipment forecasts 6.3.1 Handset shipment forecasts by primary

access technology 6.3.2 Handset shipment forecasts by feature and

price segment 6.3.3 Smartphone shipment forecasts by segment 6.3.4 Smartphone shipment forecasts by region 6.3.5 Smartphone shipment forecasts by

operating system

Glossary


The Mobile Broadband Connectivity Market

The Mobile Broadband Connectivity Market is the fifth consecutive yearly report from Berg Insight analysing the rise of mobile broadband for connected PCs in Europe and North America.

This 150 page strategic research report provides you with unique business intelligence and expert commentary on which to base your business decisions.


Understand the dynamics of the European and North American mobile broadband connectivity markets.

Gain access to all the latest data and statistics about this market.

Learn about the mobile broadband strategies of leading telecom operator groups.

Identify the key success factors for launching HSPA/LTE broadband on the consumer market.

Evaluate the impact of HSPA+ and LTE technology in the mobile broadband market.

Anticipate the timing for mass-market availability of embedded HSPA/LTE modems in notebook PCs.

Profit from valuable insights about the most successful business and technology propositions on the market.

NGT Research Series

Berg Insight’s NGT Research SeriesHow will the mobile market evolve in the future? Berg Insight’s Next Generation Technologies Research Series examines the latest advances in mobile technology and the new business opportunities they create. Each title analyses development roadmaps, potential applications and addressable market segments for a technology. Topics currently covered by the series include femtocells, mobile broad band and short-range handset connectivity.

www.berginsight.com




Mobile broadband connectivity revenues forecast (Europe/North America 2009–2015)

NGT Research Series

Continued strong growth for mobile broadband connectivity in Europe and North AmericaMobile broadband based on HSPA/LTE and other mobile communica-tion standards has taken off as an important technology for connecting mobile PCs to the Internet. The evolution is led by Europe where HSPA now accounts for 17.3 percent of the total number of broadband con-nections, compared to 7.1 percent in North America. The concept that was first launched as an exclusive business service is now a mass-mar-ket consumer product sold on an intensively competitive market. Con-sumers are utilizing their mobile broadband connections extensively, pushing the networks to their capacity limits. In fact the overwhelming majority of data traffic on mobile networks is today generated by note-book PC users that surf the Internet, not smartphone users. Fair use policies must be implemented to ensure network availability and pricing must be predictable. International roaming is still largely hindered by prohibitive pricing, making services utterly unattractive to use abroad.

Mobile broadband terminals are available in different forms and shapes. Four main types have emerged to satisfy different needs – PC-cards, USB-modems, embedded modules and gateways. Berg Insight esti-mates the total global number of shipped external mobile broadband devices in 2009 to 66 million, with Europe and North America account-ing for 24.3 million units and 5.6 million units respectively. In addition, shipments of embedded modules reached an estimated number of 7 million units. Expectations on embedded solutions have been high dur-ing the past year, but the attach rate is still relatively low at less than 5 percent in 2009. The European device market grew by 34 percent in 2009. Growth is forecasted to continue with shipments reaching 70 million units in 2015, fuelled by strong demand for mobility and inte-gration in notebook PCs. Also the North American device market will experience a rapid growth to reach 39 million shipments in 2015. The ASP in Europe was about € 46 in 2009. The US device market is still focused on business users and the Chinese vendors Huawei and ZTE have not managed to capture significant market shares, whereby the ASP remained as high as US$ 123 in 2009. The EU 23+2 external de-vice market generated an estimated € 1.1 billion in 2009 while the North American market generated estimated revenues of € 503 million.

The European mobile broadband market continues to grow rapidly, with demand fuelled by declining prices, improved user experience and massive marketing campaigns. Berg Insight estimates that the

total number of mobile broadband subscribers in EU 23+2 grew by 73 percent to reach 25 million in 2009 while the estimated operator rev-enues reached € 4.7 billion. The European mobile broadband market is expected to grow at a compound annual growth rate of 10.8 percent to reach € 8.7 billion in 2015. Today, a majority of the users subscribe to data bundles for 12 or 24 months, but as the market matures and embedded modules become widely distributed a majority of new sub-scribers will only be occasional users generating lower network ARPU. Furthermore, multi-play propositions bundling mobile broadband with other services are likely to become prevalent.

Berg Insight estimates that the number of mobile broadband subscrib-ers in North America was about 7 million at the end of 2009. The esti-mated service revenues were about US$ 4.6 billion and are expected to grow at a compound annual growth rate of 14.0 percent, to reach US$ 10.1 billion by 2015. The growth in North America will accelerate when operators start to target the consumer segment with attractively priced proposals. The introduction of LTE and the increasing number of note-books featured with embedded modules will drive usage as consumers do not need to make the initial hardware investment.

Huawei has established itself as the world’s largest supplier of mobile broadband terminals holding a market share of 53 percent and has a particularly strong foothold in Europe. ZTE is the second largest vendor with clear margins capturing a market share of 30 percent. In North America, the local vendors Sierra Wireless and Novatel Wireless still hold strong positions on a market where EVDO is an important network technology. Option was previously the main supplier in Europe, prior to the entrance of the two Chinese vendors and is now ranked third. A vast majority of the external modems shipped are USB modems, but mobile routers are gaining in popularity. Two of the largest telecom ven-dors – Ericsson and Qualcomm – entered the market for embedded solutions in 2008 and have managed to sign contracts with many of the major notebook vendors. The two companies captured a market share of almost 83 percent together on this market in 2009.

What are the key drivers behind the adoption of mobile broadband connectivity?

Which markets have the highest penetration rates and which are lagging behind?

Who are the leading global providers of mobile broadband terminal devices?

What will be the future role of wireless chipset suppliers in the value chain?

When will embedded mobile broadband connectivity be-come a standard feature in mass-market notebook PCs?

What are the critical success factors needed to gain mass-market traction for mobile broadband connectivity?

How is fixed-mobile convergence and telecom service bundling going to affect the market?

What impact will LTE have on the mobile broadband con-nectivity market?

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Table of Contents

1 Market environment 1.1 Internet usage 1.2 The European broadband

communications market 1.2.1 Fixed broadband market 1.2.2 Wireless market 1.3 The North American broadband

communications market 1.3.1 Fixed broadband market 1.3.2 Wireless market

2 Evolved 3G network technology

2.1 Wireless technology roadmap 2.1.1 GSM 2.1.2 3G networks UMTS/WCDMA – 3GPP

Release 99 2.1.3 HSDPA – 3GPP Release 5 2.1.4 HSUPA – 3GPP Release 6 2.1.5 HSPA+ – 3GPP Release 7 2.1.6 HSPA+ – 3GPP Release 8 and

further evolution 2.1.7 LTE – 3GPP Release 8 2.1.8 The CDMA/EVDO track 2.1.9 Other wireless technologies 2.1.10 Comparison of technologies 2.1.11 Network deployments 2.2 Evolution of network infrastructure 2.2.1 From traditional to evolved network

architecture 2.2.2 Improving network backhaul capacity 2.2.3 Expansion to new frequency bands 2.3 Evolution of wireless chipsets

3 Mobile broadband device vendors

3.1 Mobile Broadband data terminals and form factors

3.1.1 USB modems 3.1.2 Embedded solutions 3.1.3 PC-cards 3.1.4 Gateways 3.2 Mobile broadband terminal vendors 3.2.1 Huawei 3.2.2 ZTE 3.2.3 Option 3.2.4 Novatel Wireless 3.2.5 Sierra Wireless 3.2.6 AnyDATA

3.2.7 BandRich 3.2.8 Onda Communications 3.2.9 Teltonika 3.2.10 C-motech 3.2.11 Axesstel 3.2.12 Others 3.3 Embedded solution vendors 3.3.1 Ericsson 3.3.2 Qualcomm 3.3.3 Others

4 Notebook PC integration 4.1 The global notebook PC market 4.1.1 Market trends 4.1.2 Notebook PC vendor market shares 4.2 Integration of mobile broadband in

notebook PCs 4.3 Notebook vendors 4.3.1 Hewlett-Packard 4.3.2 Acer 4.3.3 Dell 4.3.4 Toshiba 4.3.5 Lenovo 4.3.6 Sony 4.3.7 ASUS 4.3.8 Samsung Electronics

5 Operator strategies for mobile broadband

5.1 Mobile broadband usage 5.2 Business models 5.2.1 Postpaid subscriptions 5.2.2 Prepaid subscriptions 5.2.3 Bundling with other services 5.3 Pricing and conditions 5.3.1 Pricing 5.3.2 International roaming 5.3.3 Terms of use 5.4 3 Group 5.5 Deutsche Telecom 5.6 France Telecom 5.7 KPN Group 5.8 Telecom Italia 5.9 Telekom Austria 5.10 TeliaSonera 5.11 Telefónica Group 5.12 Vodafone Group 5.13 Verizon Wireless 5.14 AT&T 5.15 Sprint

6 Forecasts and conclusions 6.1 Market summary 6.2 Device market 6.2.1 Vendor market shares 6.2.2 Form factor trends 6.3 The European mobile broadband

service market 6.3.1 Pricing trends 6.3.2 Network technology trends 6.3.3 Service convergence trends 6.4 The North American mobile

broadband service market 6.4.1 Pricing trends 6.4.2 Network technology trends

Glossary

Documents

Berg Insight Report Catalogue