Embed Size (px)
Citation preview
PTOLEMUS Consulting Group
Th e g l o b a l E TC m a r ke t , n ex t b a tt l e g ro u n d f o r c o n n e c t e d s e r v i c e s
Road User Charging Conference
Brussels - 8th March 2018
PTOLEMUS intellectual property
PTOLEMUS Consulting Group
An introduction to PTOLEMUS
ETC providers must enable new services and improve user experience
The global ETC market, next battleground for connected services
Why ETC is an attractive market for new suppliers
The barbarians at the gates - New service providers entering the market
PTOLEMUS Consulting Group
An introduction to PTOLEMUS
The global ETC market, next battleground for connected services
PTOLEMUS
Strategy definition
Investment assistance
Innovation management
Business development
Consulting services
Procurement strategy
Deployment
PTOLEMUS in a nutshell
The consulting & research firm for the connected world
4
Fields of expertise
Fields of expertise
Car pooling Car sharing
Smart parking
Multimodal mobility
Ride hailing
Road side assistance Tax refund
Mobility services
Car As A Service Electronic Toll
Collection
Mobility-as-a-Service
Road charging
UBI / PAYD Vehicle rental
Vehicle leasing
Usage-based charging
AI CAN-bus
Crowd-sourcing Data protection
Driving behaviour OBD
Predictive analytics
Remote diagnostics
xFCD
Vehicle data & analytics
bCall eCall FMS
SVT / SVR
VRM Concierge
In-car Wi-Fi Fuel cards
Parking Navigation
Speed cameras Traffic information
Vehicle services & telematics
ADAS Autonomous cars
Autonomous trucks
Vehicle automation
Positioning (GNSS / WiFi / cellular)
M2M / connectivity
Smartphones
Telematic devices V2X
Enabling technologies
Market research services
PTOLEMUS
Device & location suppliers
PTOLEMUS in a nutshell
Our clients come from across the mobility ecosystem…
5
Analytics, maps & applications providers
Mobile telecom operators
3RQWLDFW���� 3RQWLDFW�%RQHYLOOH����
$OID�5RPHR���� $OID�5RPHR��������
-HHS���� -HHS�&KHURNHH�������� -HHS�*UDQG�&KHURNHH�����9�
OBD2 Bluetooth Dongle basic compatible car models
<HDU 0DQXIDFWXUHU�0RGHO�(QJLQH�/LWHU�
0*�5RYHU���� 0*�5RYHU�PHPV��HFX���� 0*�=5����/���9
0LQL�&RRSHU���� 0LQL�&RRSHU�6����
6DDE���� 6DDE�������
/RWXV�3URWRQ����a 3URWRQ�*(1�����a 3URWRQ�6DYU\���� /RWXV�3URWRQ�6DYY\�������� /RWXV�3URWRQ�6DYY\�����$07
Telematics solution providers
Insurers, aggregators & assistance providers
Automotive manufacturers & suppliers
RUC & fleet operators & regulators
Banks & private equity investors
2012 Directors’ report
(translation from the Italian original which remains the definitive version)
Financial Statements of the Company and the Group at 31 December 2012
27 March 2013
Legal and Administrative Office: 20121 Milan - Foro Buonaparte, 44
Fully paid-up share capital € 314,225,009.80 Tax Code and Milan Company Register no. 00931330583
www.itkgroup.com
!
PERFORMING THE RED FLAG DUE DILIGENCE OF
MEDIAMOBILE
Final proposal to TIME for Growth and Amundi Asset Management
1st June 2017 Ref. 2017-06-T4G-3 Strictly confidential
Final proposal to TIME for Growth and Amundi Private Equity Funds – 1st June 2017 - Strictly confidential - Ref. 2017-06-T4G-1 1PTOLEMUS, registered with the Belgian Corporate Registration Office under number 0820.589.316 Rue Cervantes 15 - Brussels 1190 - Belgium - www.ptolemus.com
PTOLEMUS
PTOLEMUS in a nutshell
… including from road user charging and fleet services
6
PTOLEMUS
PTOLEMUS in a nutshell
Projects around the globe
7
Clients
Offices / Consultants
PTOLEMUS
PTOLEMUS in a nutshell - Strategy consulting
We help all stakeholders define their RUC strategies…
Defined strategic positioning in the field of fleet connected vehicle services
Assisted in forging partnerships in EU connected vehicle ecosystem
Assisted the board of its technology unit in its strategy definition
Global motorway operator
Defined its global data & analytics strategy to predict incidents
Major road operator
Identified market opportunities & defined strategic plan in connected mobility services
Road & infrastructure
operator
Defined & implemented its partnership strategy in the connected vehicle ecosystem
Major motorway operator
Defined toll pricing strategy & marketing plan across Europe
European fleet services provider
Evaluated the technologies & business potential of the EU electronic tolling market
Built company strategy, value proposition & go-to-market plan in fleet mobility services
Global electronic
tolling supplier
Detected opportunities from connected & autonomous vehicles for the space industry
Assisted in developing its usage-based charging telematics business
For the Wallonian road operator, evaluated the feasibility of a shadow tolling scheme
Space agency
Global ETC system
provider
PTOLEMUS
PTOLEMUS in a nutshell - Typical consulting assignments
9
… as well as their fleet services strategy
Helped define the insurance and fleet management specifications of its eCall on-board unit
Global automotive
OEM
Evaluated future changes in the European fleet services market
Helped evaluate European OBD market opportunities in fleet services
Major telematics
device vendor
Defined our client’s strategic plan in the field of connected fleet services
Major motorway operator
Defined the company’s fleet telematics strategy & services dashboard specifications
Defined the European pricing strategy for FMS, fuel card services, tolling & tax refund
Fleet services provider
For its fleet, evaluated the benefits of telematics and scheduling solutions
Led the technology due diligence of Arvento, the leading Turkish fleet management service provider
Led commercial due diligence of ITmobile, a Belgian fleet TSP
Led technology due diligence of Lytx, a US video-based fleet Telematics Service Provider
Assisted in the strategic & technology evaluation of an Irish fleet Telematics Service Provider
Motorway operator
Define its 5-year US fleet services strategy & go-to-market plan
Global fuel card company
Fuel card services group
PTOLEMUS
PTOLEMUS brings unparalleled depth of knowledge in connected and autonomous vehicle services
PTOLEMUS in a nutshell - Research
The most comprehensive
research on insurance analytics
The reference report on UBI, quoted by The Economist, the
Financial Times & the Wall Street
Journal
Reference figures &
forecasts for 14 connected car
services
For more information and pricing details, please contact [email protected] 10
The most thorough
analysis of ADAS and AVs
The reference on vehicle payment
services
The most comprehensive, global report on light and heavy
commercial vehicle services
PTOLEMUS Consulting Group
An analysis of the global ETC market
The global ETC market, next battleground for connected services
PTOLEMUS Source: PTOLEMUS. Note: Enforcement technologies not shown
DSRC GNSS RFID Infrared ANPR Telematics UBI Not yet chosen
The global tolling market is highly fragmented, but this will not preclude the emergence of new service providers
Analysis of the global ETC market
= Secondary implementation
PTOLEMUS Source: PTOLEMUS. Note: Enforcement technologies not shown
DSRC GNSS RFID Infrared ANPR Telematics UBI Not yet chosenVignette
= Secondary implementation
Analysis of the global ETC market
The global tolling market is highly fragmented, but this will not preclude the emergence of new service providers
PTOLEMUS
GNSS tolling schemes in 2018
As with connected cars, there is a clear trend towards the use of GNSS + cellular connectivity for HGV tolling
14Source: PTOLEMUS
GNSS tolling schemes in 2025
GNSS (Less certain)
GNSS(Certain/highly certain) DSRC
Analysis of the global ETC market
PTOLEMUS Source: PTOLEMUS ETC market forecasts
Strong growth in ETC revenues makes the market attractive to other connected mobility service providers
15
ETC transaction revenues Example of commercial vehicle market ($ million)
Key influencing factors
• New/expanded HGV schemes
• Significantly increased use of electronic payments in key markets
• Growth in tolled road networks
• Standardised installation of ETC lanes
• Strong macroeconomic growth
Analysis of the global ETC market
0
20,000
40,000
60,000
80,000
100,000
120,000
2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025
Europe
0
20,000
40,000
60,000
80,000
100,000
120,000
2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025
HGVs
PTOLEMUS Consulting Group
The barbarians at the gates - New service providers entering the market
The global ETC market, next battleground for connected services
PTOLEMUS 17Source: PTOLEMUS - Note: ISA: Intelligent Speed Adaptor - ELD: Electronic Logging Device; ETC: Electronic Toll Collection; *ISA = Intelligent Speed Adaptor - ePoD: Electronic Proof of delivery
Current / potential devices capable of generating telematics data
ETC OBUs are just one of many connected devices fighting for control of service delivery
Barbarians at the gates
Line-fitted
Aftermarket
Fixed
Black box
TSP box
OEM system
Event data recorder
Fuel level sensor
ISA*
TSP black box
Portable
Smartphone
Speed camera locatorPNDSmartwatch
Vehicle keys OEM smartwatch
ePoD device
Removable
OBD device
Tachograph
Tolling/ETC OBU
Dash camELD
Semi-embedded ETC device
PTOLEMUS
Source: PTOLEMUS 18
Source: PTOLEMUS Note: Graph based on annual TCO calculation for a CRT HGV operating in Europe driving 120,000 km per year (TCO: Total Cost of Ownership)
Fuel DepreciationMaintenanceTollingFinancingTiresInsuranceTaxesDriver
Barbarians at the gates
Tolling is one small part of a truck’s TCO, which could make toll operators tier-2 players
Key:
Fleet TSPsTyre manufacturersFuel card issuersETC providers
PTOLEMUS
The potential to capture toll-related spend has encouraged numerous players to enter the tolling services market…
19
More and more groups are positioning themselves as toll service providers
Source: PTOLEMUS
Barbarians at the gates
FUEL CARD ISSUERS
ROAD OPERATORS
ENERGY COMPANIES
MOBILITY SERVICE
PROVIDERS
TOLLING SERVICE
PROVIDERSOEMs
FLEET TELEMATICS PROVIDERS
PTOLEMUS 20
…Many of these players are far better placed to generate vehicle data and provide a wider set of services
Source: PTOLEMUS
Barbarians at the gates
Axxes Easytrip Eurotoll Telepass Toll4Europe ViaVerde TomTom ViaSat Frotcom Eurowag DKV UTA
Vehicle data setsFleet servicesTransaction services
PTOLEMUS 21
SERVICE PROVISIONCOMPONENTS SYSTEMS & OPERATION
SUB-SYSTEMS SYSTEMS INTEGRATION
DATA MANAGEMENT/ CONNECTIVITY
SUB - COMPONENTS MANUFACTURE SYSTEMS
OPERATION
TOLL CHARGER
Packaging services will change the way ETC is delivered, which could impact the value chain in different ways
Source: PTOLEMUS
Active toll chargers
Value chain integrators
Service operators
Systems specialists
Device manufacturers
Barbarians at the gates
PTOLEMUS
22
The ability to deliver a complete set of connected services, not device coverage, will define the success of EETS providers
Source: PTOLEMUS
Toll domain
coverage
Device
Device supplier
ETTS registration
HQ
December2015
Lyon, France Germany
Q1 2018
Senlis, France
June 2016
Rome, Italy
March 2016
Courbevoie, France
February 2016
Prague, Czech Republic
Feb 2017
Kleinostheim, Germany
n.a.
Copenhagen, Denmark
September 2016
(planned)
n/a
Barbarians at the gates
Covered either at present or at planned launch Covered at a later date
PTOLEMUS Consulting Group
ETC providers must enable new services and improve user experience
The global ETC market, next battleground for connected services
PTOLEMUS
ETC providers must focus on enabling new services and improving the user experience…
24
Barbarians at the gates
PTOLEMUS Source: PTOLEMUS
…Failure to embrace change could result in ETC becoming just another (vehicle) payment
25
• ETC payments using AliPay have been launched in Hunan Province, prior to a full nationwide roll-out
• A single AliPay account can be attached to multiple vehicles
• AliPay accounts are linked to vehicle licence plates with ANPR acting as a the charging & enforcement mechanism
• AliPay has been embraced as a means to combat chronic congestion at toll gates across the country and will soon enable open road tolling in all provinces
Barbarians at the gates
PTOLEMUS
• Electronic toll payments will continue to grow at a fast pace across the globe
• ETC will become a feature within a wider range of fleet and consumer mobility services
• All players in the ETC value chain should define a strategy for moving towards integration with other connected services, including: - Driving interoperability & integration
with other service providers - Partnering with players outside the
tolling sector - Acquiring innovative start ups in the
field of mobility to accelerate - Enabling ETC payments and providing
the service foundations for new players
Conclusion & next steps
ETC service providers must adapt the user experience and leverage their position to enable more integrated services
26
Thank you for listening!
PTOLEMUS Consulting Group
S t r a t e g i e s f o r M o b i l e C o m p a n i e s
Brussels - Boston - Chicago - Düsseldorf London - Milan - New York Moscow - Paris - Toronto
[email protected] www.ptolemus.com @PTOLEMUS
Frederic Bruneteau Managing Director [email protected] +32 4 87 96 19 02
Justin Hamilton Consultant [email protected] +44 7984 788395
