1. Executive Summary
2. Methodology & definitions
2.1. General methodology of IDATE's reports 2.2. Scope and definition
3. Market development
3.1. Key stakes 3.2. Main applications 3.2.1. Applications 3.2.2. Implementation 3.3. Self-driving cars 3.3.1. Main concepts 3.3.2. Current deployments with manufacturers 3.3.3. Internet players forge ahead with full autonomous cars 3.3.4. Technology issues 3.3.5. Drivers and barriers 3.4. Intelligence transport system (ITS)
4. Value chain
4.1. Car manufacturers 4.1.1. Synthesis 4.1.2. BMW 4.1.3. General Motors 4.1.4. Renault Group 4.1.5. Tesla 4.2. Telcos 4.2.1. Synthesis 4.2.2. AT&T 4.2.3. Vodafone 4.2.4. Orange 4.2.5. Deutsche Telekom 4.2.6. Telefónica 4.3. Internet players - application providers 4.3.1. Synthesis 4.3.2. Apple 4.3.3. Google
5. Market analysis
5.1. Drivers and barriers 5.1.1. Drivers 5.1.2. Barriers 5.2. Market estimates 5.2.1. Volume 5.2.2. Value
Tables
Table 1: Main applications in automotive industry Table 2: Description of typical connected car services Table 3: Car maker strategy regarding module implementation (except for electric car) Table 4: Main deployments of the autonomous car Table 5: Main connected-car deployments Table 6: Embedded system strategies Table 7: Tethered systems Table 8: Smartphone integration systems initiatives Table 9: Main differences by implementation technique Table 10: BMW strategy regarding applications Table 11: GM strategy regarding applications Table 12: OnStar value proposition description Table 13: Description of services by implantation system at Renault Table 14: Tesla strategy regarding applications Table 15: Cultural links regarding partnerships between auto makers and MNOs Table 16: MNOs' involvement in connected cars Table 17: Main automaker partnerships with AT&T in the USA Table 18: Vodafone go-to-market approach Table 19: Main platform initiatives from Internet players Table 20: Summary of key elements for telematics development Table 21: List of main regulations for connected cars Table 22: Mobile technology specifications Table 23: Costs and revenues comparison
Figures
Figure 1: An antenna for embedded system Figure 2: Lexus RX450h retrofitted as Google driverless car Figure 3: People quite sceptical regarding full autonomous vehicles Figure 4: The ITS system Figure 5: Technical impacts on hardware specifications Figure 6: Embedded system business model Figure 7: Mercedes COMAND Online Figure 8: Tethered business model Figure 9: Ford SYNC AppLink applications Figure 10: How to use Ford SYNC AppLink service Figure 11: Smartphone integration systems business model Figure 12: BMW dashboard Figure 13: Wireless hotspot Figure 14: OnStar value proposition Figure 15: Chevrolet MyLink AppShop Figure 16: Renault R-Link for infotainment services Figure 17: Renault R-link menu Figure 18: SD card slot for map update Figure 19: Renault R-Link ecosystem Figure 20: Tesla touch screen Figure 21: 17-inch Touch screen features Figure 22: Supercharger network in the US, as of March 2015 Figure 23: The new value proposition of share data plan AT&T, August 2015 Figure 24: Main Q2 2015 financial highlights, wireless solutions, AT&T Figure 25: M2M approach of Vodafone Figure 26: Acquisition of Cobra Figure 27: UBI deployment through Vodafone network and M2M platform Figure 28: Orange offerings Figure 29: MyKidio screen Figure 30: CarPlay in-car interface Figure 31: CarPlay homepage for Volvo cars Figure 32: Control with CarPlay: Siri Eyes Free button, touchscreen and knob twist Figure 33: Waze Figure 34: Android Auto available in 2015 Hyundai Sonata Figure 35: ECall operating principle Figure 36: Safety elements offered by Hughes Telematics Figure 37: Connected charging monitoring principle for Renault Z.E. electric car Figure 38: Forecast for connected car evolution, by implementation technique, worldwide Figure 39: Forecast for connected car evolution, by region, worldwide Figure 40: Connected car connectivity revenue, worldwide Figure 41: Connected car connectivity revenue, by region, worldwide
Car players
• Audi • BMW • Chevrolet • Fiat USA • Ford • General Motors (GM) • Honda • Hyundai • Hyundai USA • Kia Motors USA • Mercedes • Nissan • Opel • PSA (Peugeot-Citroen) • Renault • Tesla • Toyota • Volkswagen
Telco players
• AT&T • Bouygues Telecom • Orange • T-Mobile • Telecom Italia • Telefónica • Telenor • Verizon Wireless • Vodafone
Internet players
• Apple • Google • Microsoft • Samsung
Slideshow contents
• Scope and applications • Car manufacturers: current deployment • Car manufacturers' strategy • Telcos' strategy • Application/platform players • Market drivers • Market barriers • Market estimates • Next steps - Self-driving cars: the next hype ? • Next steps - Intelligent Transport System
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