Outlook of the Global Telematics and Infotainment Market 2010 and Beyond. White Paper

Transcription

1 Outlook of the Global Telematics and Infotainment Market 2010 and Beyond White Paper

2 Table of Contents II Global Market Trends and Highlights 33 II II Connected Navigation and Automotive Apps 44 III Key Trends in Navigation and HMI Area 88 IV Telematics for Electric Vehicles 10 VV Key Conclusions and Growth Areas 12 VI About Frost & Sullivan 13 2

3 Global Trends and Highlights Apps for Electric Vehicles, Brought-In Apps like Internet Radio are Currently Hot Developments Mix of Embedded and Smartphone Navigation and Convenience Concepts for Electric Vehicles Smart embedded dynamic navigation to conserve charge and features like interior pre-conditioning through smartphone. E.g. Nissan LEAF, GM Volt, BMW Active 1 Series EV OEMs are developing free apps for multiple smartphone platforms to ease range anxiety factor for EVs Several OEMs like GM, BMW, Nissan, Smart are involved in developing mobile apps working on blackberry/android and iphone platforms which offer charge monitoring, preconditioning and other features which ease the load on the vehicle battery thereby reducing range anxiety Tier 1 Suppliers are Actively Developing Next Generation Infotainment Stacks Denso, Visteon, Continental Denso, Visteon, Continental are involved in developing infotainment solutions such as Blue Harmony, Moblin 2.0 based and AutolinQ all of which allow access to apps and sport cool touch screen based HMI options North American OEMs like Ford in order to appeal to Gen Y customers and tapping unlimited data plans of new generation smartphones are creating platforms like Ford Sync Applink that allows consumers to access their apps like Pandora through incar HMI like steering wheel controls Brought-In Apps are Becoming Very Popular in North America Ford Sync Applink concept Ford Sync has surpassed one million subscribers in the US and the recently launched Mercedes Mbrace is also getting good response. Similar type solutions lack in Europe except for the Fiat Blue&Me solution Hybrid connected telematics concepts like Ford Sync and Mercedes Mbrace are taking a lead in NA than in EU market Ford Sync Applink version allows apps to be controlled through steering wheel controls. Similarly OEMs are also working on using touch screen and voice commands to control features and apps which ensures high level of safety for the drivers Multimodal HMI required for next generation connected navigation and safe operation of brought-in apps 3

4 Connected Navigation Mercedes Mbrace, BMW Connected Drive all Clearly Pointing towards Growing Connectivity Requirements Host of services currently which require some form of connectivity inside the vehicle 3G is most preferred Internet browsing, dynamic POI all on 7 series Green Services ecall Concierge Services Electric Vehicles TomTom live search and dynamic POI for the Carminat TomTom series on select models TomTom live search and dynamic POI for the Fiat Blue&ME TomTom equipped vehicles Internet Radio RVD Insurance Fleet Telematic Mercedes mbrace connected telematics offer standard on all models except few like C-class, 6 months initial free service and then total package cost of $280/year Off Board Navi VOIP Calling 4

5 Automotive Apps: From Car Sharing to Diagnostics to EV s, Apps for Cars are becoming a Value Added Development Car Sharing Access Virtual key fob apps for unlocking reserved cars, e.g. Zipcar App Multimodal Transport apps for real time bus and transit networks, e.g. Avego Car/Van Pooling car and van pooling apps, e.g. Zimride, Avego Car Sharing Choosing, Reservation and locating cars, e.g. Zipcar News Online radio news, RSS feeds reader e.g. Stitcher, Social Networking e.g. Twitter, Facebook, Xing IP TV live tv using internet, eg..spb TV, Internet Radio e.g. Pandora, Stitcher, RadioTime Remote Vehicle Horn/Light Flash Security App, e.g. Viper SmartStart Remote Car Starter/Security e.g. Viper SmartStart App from Directed Electronics Vehicle Access Apps for converting phone in smart key, e.g. Delphi App on iphone Vehicle Locator Apps for locating vehicle within vicinity, e.g. Mbrace Blackberry App Integrated Telematics ecall/bcall/tollin g etc in one App Diagnostics TPMS, service/oil notifications, e.g. Hughes Telematics Real Time Video Traffic Feeds e.g. Visteon TrafficJamCam App Emergency Assistance e.g. Mazda Assistance App, BMW Assistance App EV Billing Related possibility to integrate all energy related billing in an app Interior Pre- Condition App remote heating/cooling e.g. Chevy Volt App Charging Station Locator on available charge on a map e.g. Chevy Volt App State of Charge Monitoring App e.g. GM Volt App, BMW Active 1 Series Concept E App 3D Navigation with Video Support Real time Traffic Information e.g. Inrix Trafic App Dynamic POI Finder e.g. Trapster speed camera locations app Turn by Turn Navigation e.g. TomTom, Navigon, Sygic Mobility Entertainment Vehicle Access and Security Telematics Electric Vehicles Navigation 5

6 Automotive Brought-In App Stores Apps wont Generate Revenues as Most of it Would be Free Brought-In or Newly Developed Apps Automotive Apps OEMs & Suppliers BMW Ford Mazda Mercedes & Smart GM OnStar Volkswagen Visteon Continental AutolinQ Brought-In Apps Development Free EV App for BMW Active E Concept 1 Series, Free Roadside Assistance App, Twitter, Xing Networking, Merian Travel Guides, Geo-Wiki Brought-In Apps Free Concept Stage API Development for Brought-In Apps Sync Cast Customized IP Radio, FollowMe, Stitcher, RSS Feeds Reader, OpenBeak Blackberry Twitter Free Mazda Roadside Assistance iphone App Based on Mercedes Mbrace telematics platform Brought-In Apps vehicle locator, remote door unlock, local dealer search Daimler Smart Apps EV Charging and Billing App, iphone App OnStar based free Brought-In Apps Charging, Interior Pre-Conditioning, Remote Door Unlocking and Smart Charging App Volkswagen has recently announced a contest inviting programmers to develop applications for its next generation infotainment system at app my ride initiative TrafficJamCam Detroit iphone App for $2.99 AutolinQ Platform Based Apps Android Market Apps, Vehicle Related Apps both Third Party and Existing Infotainment Head-Unit Apps 6

7 European OEM Navigation Market Overview Largely Untapped Market with High Potential Owing to New Developments The graphs below show purely OEM embedded navigation units. Mobile Phone, Smart phone, PND based navigation are not included. Total Navigation (Traditional + Low + Conn) 2009 Volume 2016 Forecast Volume 0% 10% 20% 30% 40% 50% 60% 70% 80% 90% 100% Low Cost Navigation will increase as automakers are closely watching the Carminat TomTom solution Low Cost Navigation 0% 20% 40% 60% 80% 100% Connected Navigation will be a standard feature in electric vehicles and across luxury brands. Connected Navigation Trend 2009 Traditional Navigation by OEM Split 2009 Sales 2009 Uptake Audi BMW Citroen Fiat Ford Honda Hyundai Jaguar Lexus Mercedes Benz Nissan Opel Peugeot Renault Toyota Volkswagen Volvo ,000 1,200 1,400 1,600 1,800 Worldwide Infotainment Suppliers 0% 20% 40% 60% 80% 100% Unit Shipments (Volume) represented as a percentage of total European Market Sales (100% ~ 25 Million ) ( Growth Mature Laggards ) Harman is the market leader and the company recently won several contracts from BMW, Mercedes and Toyota 7

8 Concepts like the Terminal Mode from Nokia Clearly Exhibit the Growing Demand to Interface Smartphone into Car for Safer HMI Mobile Navigation Users 12.8 Million 9.6 Million 4.8 Million Mobile Navigation Users 37.1 Million Terminal Terminal Mode Mode Concept Concept Nokia along with the CE4A consortium has been working Nokia on along this with concept the CE4A to display consortium smartphone has been content working on on the this vehicle concept display to display smartphone content Continental on the has vehicle already display partnered with Nokia to use Continental this concept has already partnered with Nokia to use This this concept concept is aimed at bringing real time services This concept to the vehicle is aimed head at bringing unit and real also time enable concepts services like to the ad-enabled vehicle head services unit and to be also included enable in the concepts vehicle like display ad-enabled services to be included in the vehicle display 4.4 Million 25.1 Million FordMobile FordMobile Navigation Navigation Model uses drivers mobile phone and integrates it to Model the vehicle uses drivers display mobile at 200 phone and integrates it Navigation to the vehicle is primarily display done at 200 on the mobile phone and Navigation that is transferred is primarily to the done vehicle on the screen mobile phone and Ford that is the is transferred first company to the to offer vehicle such screen a hybrid navigation Ford is the combining first company mobile to phone offer such and in-dash a hybrid screens navigation combining mobile phone and in-dash screens

9 HMI for Apps - Gen Y Customers and Increasing Popularity of Apps are Pushing Tier 1 s and OEMs to Develop Connectivity Solutions OEMs are increasingly tapping into brought-in trends allowing consumers to use their smartphone apps in a safe way inside the car using safe HMI concepts like touch screen, steering wheel controls and voice commands. E.g. Ford Sync Applink Blue Harmony - Voice Commands & Touch Screen based Infotainment stack allowing app access e.g. Internet radio Infotainment Stack - Moblin 2.0 based Infotainment stack with multi-touch screen Support for smartphones ICP - Information, convenience and Protection package with reconfigurable Clusters, HUD, touch screen/ haptic controls AutolinQ - Google Android based touch screen center stack with third party apps developed MyTouch iphone type touch screen concept with apps. Voice commands and Steering wheel controls also UVO Voice commands based Infotainment system developed by Microsoft 9

10 Service Packages Overview Charging Related POI and Navigation are Crucial to Reduce Range Anxiety and Range Conservation Telematics Market for Electric Vehicles: Services Overview (Europe and North America), 2009 These two packages are most likely to combined by traditional OEMs Estimated distance covered on existing charge Availability and booking of charging station Real-time traffic information Green routing Dynamic route guidance Charger voltage Go/No-Go options Energy preference Generating monthly EV miles green report for fleets Entertainment on-demandinformation fuelling Location of charging station State of charge Charging environment POI information Charging status Vehicle identification Remote vehicle diagnostics Interior preconditioning POI Package Navigation Package V2G Communication Other Services EV Telematics Package Source: Frost & Sullivan 10

11 Battery Monitoring Telematics Offers Multiple Alerts/Services, which can be used by OEMs and Integrators to Monitor Battery Performance Telematics Market for Electric Vehicles: Telematics Services for Battery Monitoring (Europe and North America), 2009 Enable online advance booking of charge spots Mobile phone-based monitoring Operating and charging temperature monitoring Operating and charging voltage monitoring Enable remote vehicle diagnostics Alert warning Search and display POI accommodating battery charge Automatic re-routing and guidance if any change in plans Telematics Current state of charge Location of nearest charging station Display time for next charge Find the most efficient time to charge, thereby save money Analyzing driving behavior for optimal performance Source: Frost & Sullivan 11

12 Automotive OEMs are Focussing on Letting Users bring their Digital Experience into Cars Using consumers data plan for providing brought-in apps and making money through interfaces is a key growing trend Genivi type open alliances will be important to expedite infotainment product development with space for developing OEM specific HMI concepts as well Key Findings & Conclusions Gen Y Influence very high in future HMI designs and infotainment concepts touch screen, voice commands critical requirements Eco-driving, driver behavior modification are key areas of focus as a part of green telematics portfolio Fiat, Ford taking the lead Telematics for electric vehicles needs to cater to range anxiety factor mixture of vehicle embedded and smartphone apps required 12

13 About Frost & Sullivan 13

14 Who is Frost & Sullivan The Growth Consulting Company Founded in 1961, Frost & Sullivan has over 45 years of assisting clients with their decisionmaking and growth issues. Over 1,700 Growth Consultants and Industry Analysts across 32 global locations. Over 10,000 clients worldwide - emerging companies, the global 1000 and the investment community. Developers of the Growth Excellence Matrix industry leading growth positioning tool for corporate executives. Developers of T.E.A.M. Methodology, proprietary process to ensure that clients receive a 360 o perspective of technology, markets and growth opportunities. Three core services: Growth Partnership Services, Growth Consulting and Career Best Practices. 14

15 What Makes Us Unique Exclusively Focused on Growth Global thought leader exclusively focused on addressing client growth strategies and plans Team actively engaged in researching and developing of growth models that enable clients to achieve aggressive growth objectives. Industry Breadth Cover the broad spectrum of industries and technologies to provide clients with the ability to look outside the box and discover new and innovative ideas. Global Perspective 32 global offices ensure that clients receive a global coverage/perspective based on regional expertise. 360o Perspective Proprietary T.E.A.M.TM Methodology integrates all 6 critical research methodologies to significantly enhance the accuracy of decision making and lower the risk of implementing growth strategies. Growth Monitoring Continuously monitor changing technology, markets and economics and proactively address clients growth initiatives and position. Trusted Partner Working closely with client Growth Teams helping them generate new growth initiatives and leverage all of Frost & Sullivan assets to accelerate their growth. 15

16 T.E.A.M. Methodology Frost & Sullivan s proprietary T.E.A.M. methodology, ensures that clients have complete 360 Degree Perspective from which to drive decision-making. Technical, Econometric, Application, and Market information ensures that clients have a comprehensive view of industries, markets and technology. Technical Econometric Application Market Real-time intelligence on technology, including emerging technologies, new R&D breakthroughs, technology forecasting, impact analysis, groundbreaking research, and licensing opportunities. In-depth qualitative and quantitative research focused on timely and critical global, regional, and country specific trends, including the political, demographic, and socioeconomic landscapes. Insightful strategies, networking opportunities, and best practices that can be applied for enhanced market growth; interactions between the client, peers, and Frost & Sullivan representatives that result in added value and effectiveness. Global and regional market analysis, including drivers and restraints, market trends, regulatory changes, competitive insights, growth forecasts, industry challenges, strategic recommendations, and end-user perspectives. 16

17 Global Perspective 1,700 staff across every major market worldwide Over 10,000 clients worldwide from emerging to global 1000 companies 17