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Table of Contents 1. Executive Summary
1.1. Continuous growth in M2M market
1.1.1. Forecasts in volume
1.1.2. Forecasts in value
1.2. Automotive, consumer electronics and utilities verticals will drive M2M market
1.2.1. Already some mature markets
1.2.2. Three driving verticals
1.2.3. Very promising markets in the near future but with some hurdles to remove
1.3. M2M players seeking business opportunities beyond their core expertise
1.3.1. Service gold rush
1.3.2. Mobile carriers towards Internet of Things (IoT)
1.3.3. LPWA: a must-have for MNOs to leverage the promising IoT market
1.3.4. Promising combination of eSIM and alliances
1.3.5. Hardware segment betting on end-to-end solutions, including connectivity
2. Methodology & definitions
2.1. General methodology of IDATE's reports
2.2. Definitions and scope
2.2.1. Scope
2.2.2. Market segmentation
3. Key underlying technologies
3.1. M2M architecture
3.2. Standardization
3.3. Emerging communication technologies
3.3.1. New technologies to meet verticals requirements
3.3.2. Emerging communication technologies
3.4. Non communications technologies
3.4.1. Service and device management platforms
3.4.2. Big data
4. Vertical adoption
4.1. Automotive
4.1.1. Applications
4.1.2. Development factors for automotive applications
4.2. Utilities
4.2.1. Applications
4.2.2. Development factors
4.3. Security
4.3.1. Applications
4.3.2. Development factors
4.4. Consumer electronics
4.4.1. Applications
4.4.2. Development factors
4.5. Healthcare
4.5.1. Applications
4.5.2. Development factors
4.6. Transport
4.6.1. Applications
4.6.2. Development factors
4.7. Commerce/retail
4.7.1. Applications
4.7.2. Development factors
4.8. Smart city
4.8.1. Applications
4.8.2. Development factors
4.9. Smart home
4.9.1. Applications
4.9.2. Development factors
4.10. Agriculture
4.10.1. Applications
4.10.2. Development factors
4.11. Pets
4.11.1. Applications
4.11.2. Development factors
5. Market structure and player strategies
5.1. Industry structure
5.1.1. Value chain
5.1.2. Competition structure / landscape / environment
5.2. Market adoption
5.2.1. Main interests
5.2.2. M2M as an enabler to facilitate business transformation
5.3. Main players
5.3.1. Module players
5.3.2. Connectivity players
5.3.3. IT players
6. Strategic analysis
6.1. Hardware segment
6.1.1. Towards end-to-end offering
6.1.2. Positioning still varied
6.2. Connectivity segment
6.2.1. New competition landscape?
6.2.2. ARPU is still decreasing
6.2.3. QoS as a must-have
6.2.4. eSIM and its related impacts for Telcos
6.2.5. Alliances between MNOs
6.2.6. Acquisitions/partnerships towards vertical proposition/expertise
6.2.7. Towards more and more services
6.3. IT segment
6.3.1. Application platform: Telco initiatives
6.3.2. Data storage and management
6.3.3. Towards the cloud and big data
6.3.4. Application platforms
6.3.5. Towards market consolidation
7. Markets and forecasts
7.1. Market development factors
7.1.1. Analysis of growth drivers
7.1.2. Forecast assumption
7.2. Market forecasts
7.2.1. Forecasts 2014-2019
7.2.2. Forecasts by country
7.2.3. Forecasts by technology
7.2.4. Forecasts by application
7.2.5. Forecasts by market segment, by platform Tables
Table 1: M2M market segmentation
Table 2: Mobile technologies specifications
Table 3: ISM bands sample
Table 4: ISM bands analysis (for European region)
Table 5: Features of main short range technologies
Table 6: Main applications in the automotive industry
Table 7: Main applications in the utility industry
Table 8: Main applications in the security industry
Table 9: Main applications in the consumer electronics industry
Table 10: Main applications in the healthcare industry
Table 11: Main applications in the transport industry
Table 12: Main applications in the commerce industry
Table 13: Main applications in the smart city industry
Table 14: Main applications in the smart home industry
Table 15: Main applications in the agriculture industry
Table 16: Main applications in the “pets†industry
Table 17: Main acquisitions in M2M space
Table 18: Market landscape for MVNE
Table 19: Market landscape for network operators
Table 20: Market landscape for integrators, service providers and software players
Table 21: Main IoT acquisitions
Table 22: Module manufacturer acquisitions in the platform market
Table 23: Sierra Wireless revenues by product line
Table 24: Main acquisitions in M2M space
Table 25: Positioning of main M2M module vendors
Table 26: Key partnerships of Sigfox & LoRa in each addressed country
Table 27: Main features of competing technologies
Table 28: Application features including usage and ARPU
Table 29: Carrier positioning
Figures
Figure 1: Architecture of an M2M solution
Figure 2: Main objective of OneM2M
Figure 3: Main benefits of OneM2M
Figure 4: LTE 0 and LTE M features
Figure 5: LTE developments to address M2M and IoT
Figure 6: Jasper global platform
Figure 7: Various kinds of data sources
Figure 8: M2M value chain
Figure 9: M2M adoption by industry, 2015
Figure 10: Objectives of M2M adoption
Figure 11: Market landscape for module players
Figure 12: Connected wristbands, by Huawei
Figure 13: Product line description
Figure 14: Main recent acquisitions of Sierra Wireless
Figure 15: Telit offering description
Figure 16: Large scope seen in M2M space
Figure 17: Smart home solution evolution
Figure 18: Orange Datavenue platform
Figure 19: Connectivity hub offering description
Figure 20: M2M in Vodafone organization
Figure 21: Partners market in Europe
Figure 22: Ericsson offering
Figure 23: Jasper footprint and list of partners
Figure 24: List of carmaker partners
Figure 25: ThingWorx platform description
Figure 26: Operating principle of Sierra Wireless platform
Figure 27: SIGFOX compared to cellular features
Figure 28: LoRa classes targeting bi-directional applications
Figure 29: Embedded SIM roadmap
Figure 30: A change in SIM-life model
Figure 31: M2M World Alliance footprint
Figure 32: Cloud M2M strategy at T-Mobile
Figure 33: T-Mobile strategy towards the cloud and big data
Figure 34: World M2M markets in volume by region, 2014-2019
Figure 35: World Cellular M2M markets in value by region, 2014-2019
Figure 36: World Cellular M2M markets in volume, by region, 2014-2019
Figure 37: Cellular module CAGR 2014/2019, by country
Figure 38 : M2M SIMs over total SIM yards, for the Top 10 M2M markets, 2015-2019
Figure 39: M2M module evolution by technology, 2014-2019
Figure 40: Cellular module evolution by technology, 2014-2019
Figure 41: M2M module evolution, by vertical, 2014 and 2019
Figure 42: Worldwide cellular connectivity revenues by region 2014-2019
Figure 43: Share of cellular M2M revenues in mobiles data revenues worldwide, 2014-2019
Figure 44: Worldwide breakdown of cellular M2M revenues, 2019
Figure 45: Cellular M2M module market in value, by region, 2014-2019 Connectivity players
MVNE
• Aeris
• Cubic
• KORE Telematics
• Kuantic
• Maingate (Sierra Wireless now)
• Wyless
Network operators
• AT&T*
• Bouygues Telecom
• BT
• China Mobile
• KDDI
• KPN
• NTT DOCOMO
• Orange Business Services*
• SFR
• SigFox
• Softbank
• Swisscom
• Telecom Italia
• Telefónica/ O2*
• Telenor
• T-Mobile USA
• T-Mobile*
• Turkcell
• Verizon Wireless
• Vodafone*
Module and hardware players
• Alcatel Lucent
• Cinterion Wireless (now Gemalto)*
• Coronis (Elster group)
• Erco Gener
• Gemalto
• Huawei*
• Intel
• Nokia
• Novatel (incl. Enfora)
• Sierra Wireless*
• SimCom
• Skybility
• Telit*
• U-blox
• Wavecom
Integrators, services providers and software players
• Accenture
• Atos Origin
• AWS
• Cap Gemini
• Comtech M2M
• EmWare
• Ericsson*
• IBM
• Jasper*
• Mobile Wisdom
• Numerex
• PTC (Axeda and Thingworx)*
• Tridium
* detailed focus
Slideshow contents Market landscape
• Market value chain is very fragmented
• The M2M hardware segment is seeing strong consolidation
• Positioning shifts from hardware increasingly to software-based solutions
• Telco positioning and strategy
• LPWA: a must-have for MNOs to leverage the promising IoT market
• Shift towards value-added services to grab the bulk of M2M revenues
• Impact on telco strategies
• Overview of main market players
• Key trends in the IT/software segment
• Device-management platforms
Cellular market sizing
• Drivers and barriers
• The M2M cellular market is still performing very fast growth, overall in volume
• The bulk of revenues coming from software and IT services
• M2M module base is growing very fast but also very heterogeneously
• Three main verticals for M2M market growth in the short term
• Geographical breakdown
Database structure Indicators by region
• Past data 2010-2013
• Estimated data for 2014
• Forecasts 2015-2019
Revenue segments
• Cellular M2M market by region
• Cellular M2M total revenues, by origin
• Cellular M2M Communication & associated services market, by region
• Cellular M2M module market, by region
Installed base
• M2M modules by region, by vertical market and by technology
• Cellular M2M modules/SIMs by region, by country and by technology
• Split between 2G, 3G and 4G
Additional data
• Share of M2M lines in total mobile subscribers
• Share of M2M revenues in total mobile revenues and data revenues
Geographical coverage
• North America
- Canada
- USA
• European Union
- Belgium
- France
- Germany
- Italy
- Netherlands
- Poland
- Spain
- Sweden
- UK
• Other Europe
- Norway
- Russia
- Switzerland
- Turkey
• Asia-Pacific
- Australia
- China
- India
- Indonesia
- Japan
- South Korea
• Latin America
- Brazil
• Africa Middle-East
- South Africa
- Saudi Arabia
- United Arab Emirates
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