This report provides an analysis of the M2M market that is currently changing shape, assessing the key technologies to accelerate such a development of this promising market, along with an examination of the positioning of the top players, the key issues to be addressed and market forecasts up to 2014 by geographical area and by type of market.

Key questions answered:

• What are the main impacts of the economical downturn on the M2M industry?

• What is the size of M2M markets in Europe, North America and Asia and will it evolve?

• What are the key drivers for the M2M market to take-off?

• What are the main vertical markets of M2M, currently and in the coming years?

• Who are the leading players - Module vendors, Mobile network operators, MVNE, Satellite operators, Integrators - on this market and how are they positioning themselves?

• What are the quantified opportunities for telcos on cellular and satellite networks?


> Database (Excel):
   - Asia-Pacific, Europe, North America
   - Cellular M2M, Satellite-based M2M
   - Hardware, Communication, Software & IT   

Zones covered        
• World
• Europe
• North America
• Asia-Pacific

Period
• 2007-2009
• 2010-2014

Data analysed:
• Cellular M2M Modules/SIMs (in million units)
• Satelitte-based M2M modules (in million units)
• Total M2M market (cellular & satellite) (at year end, million EUR)
• M2M communication & associated services revenues (at year end, million EUR)
• M2M hardware & associated services revenues (at year end, million EUR)
• M2M module revenues (at year end, million EUR)
• M2M software & IT services revenues (at year end, million EUR)
• Cellular M2M market (at year end, million EUR) (at year end, million EUR)
• Satellite-based M2M markets (at year end, million EUR)    
• Cellular M2M connectivity market (at year end, million EUR)
• Satellite M2M connectivity market (at year end, million EUR)
• Cellular M2M module market (at year end, million EUR)
• Total mobile Revenues and subscribers

Players included in the report

Modules vendors
• Cinterion Wireless*
• Coronis
• Erco Gener
• Enfora*
• Satamatics
• Sierra Wireless*
• SIMCom*
• Strao Global
• Skybility
• SkyBitz
• SkyWave
• Telit*

Mobile Network Operators
• AT&T*
• Bouygues Telecom*
• BT*
• KDDI*
• NTT DoCoMo*
• Orange Business Service*
• SFR*
• Swisscom*
• Telefónica / O2*
• Telecom Italia*
• Telenor Connexion*
• T-Mobile
• T-Mobile USA*
• Verizon*
• Vodafone*

MVNO

Aeris
• KORE Telematics*
• Kuantic

Maingate
• Wyless*

Satellite Operators

Eutelsat
• Globalstar*
• Inmarsat*
• Iridium*
• Orbcomm*

Integrators & Software players
• Accenture
• Anywhere (Wavecom)
• Atos Origin
• Axeda
• AWS
• Cap Gemini
• Comtech M2M
• EmWare
• IBM
• Jasper Wireless*
• Mobile Wisdom
• Numerex*
• nPhase (Qualcomm)*
• Questra (now Axeda)
• SensorLogic*
• Tridium

TABLE OF CONTENTS

1. EXECUTIVE SUMMARY

2. METHODOLOGY

3. MARKET & STRUCTURS KEY FACTORS
3.1. Market overview
   3.1.1.Definition
   3.1.2. Market segmentation
    • Surveillance
    • Fleet management
    • Remote monitoring
    • Info mobility  
    • Monetics
    • Geography
    • Networking technology
   3.1.3. Product / service trends
    • Products portfolio: robust SIM cards, embedded SIM cards, security, development platform, standardization...
    • Services trends: hybrid solutions, assistance, education...
3.2. Current market estimates
   3.2.1. Market by segment/platform
    • Cellular modules
    • Satellite modules
    • Connectivity revenues
   3.2.2. Market by geographical zone
    • World               
    • Europe
    • North Alerica    
    • Asia-Pacific
3.3. Key drivers
   3.3.1. M2M architecture
   3.3.2. Key M2M technologies
    • Triggering technologies
    • (Mobile) Networking technologies
    • Service platform
    • Other key technologies
    • Disruptive innovations
   3.3.3. Regulatory environment, public policies
    • Automotive/transport industry
    • Commerce
    • Healthcare
    • Energy/utilities    
    • Commercial fishing
    • Maritime security
    • Consumer electronics
   3.3.4. Consumption / Usages
    • Typology of consumption
    • Security market    
    • Fleet management    
    • Energy    
    • Maintenance
    • Healthcare
    • Consumer electronics

4. MARKET STRUCTURE & STRATEGIES
4.1. Industry structure
   4.1.1. Value chain
    • A combination of value chains
    • Sales strategies
    • Fragmentation and standardisation
   4.1.2. Competition structure
   4.1.3. Business models
    • For providers
    • For end-users
4.2. Company profiles
   4.2.1. Module vendors
   4.2.2. Mobile network operators
   4.2.3. MVNE
   4.2.4. Satellite operators
   4.2.5. Integrators, service providers, software players
4.3. Strategic analysis
   4.3.1. General aspects
   4.3.2. Hardware segment
    • Towards market consolidation
    • Price competition on module market
    • Demand tends to increase in 2010 leading to shipments problems
    • Technology: towards 3G and even more
    • Positioning still different   
   4.3.3. Connectivity
    • Main partnerships
    • ARPU is still low …
    • … Therefore no incentive to build a dedicated infrastructure
    • Value propositions from players are distinct
    • International offering through a single point of contact
    • Three main positionings from Telcos
   4.3.4. Vertical adoption
    • Development through vertical markets
    • M2M applications typology has not evolved
    • Distribution networks is a key driver

5. MARKETS & FORECASTS
5.1. Market development factors
   5.1.1. Analysis of growth drivers
   5.1.2. Forecast hypotheses
5.2. Market forecasts
   5.2.1. Forecasts 2010-2014
   5.2.2. Forecasts by market segment, by platform