Berg Insight Report Catalogue M2M/IoT Market Research

Transcription

1 Berg Insight Report Catalogue M2M/IoT Market Research OFFICE Viktoriagatan 3 S Gothenburg Sweden CUSTOMER SERVICE Phone: (46) [email protected] Web: Copyright 2016 Berg Insight, All rights reserved STRATEGIC REPORT RESEARCH CATALOGUE SERIES SERIES

2 Table of Contents People Monitoring and Safety Solutions 4th Edition 4 Fleet Management in Russia/CIS and Eastern Europe 3rd Edition 7 Fleet Management in South Africa 10 The Carsharing Telematics Market 12 Security Applications and Wireless M2M 7th Edition 15 The Global M2M/IoT Communications Market 18 mhealth and Home Monitoring 7th Edition 21 Connected Wearables 2nd Edition 24 Fleet Management in Europe 10th Edition 27 Fleet Management in the Americas 5th Edition 30 Trailer and Cargo Container Tracking 4th Edition 33 Wireless IoT Connectivity Technologies and Markets 36 The Global Automotive OEM Telematics Market 2nd Edition 39 M2M Applications in the Oil and Gas Industry 3rd Edition 42 Retail M2M and IoT Applications 4th Edition 45 Digital Signage M2M and IoT Applications 48 ITS in Public Transport 4th Edition 50 Insurance Telematics in Europe and North America 53 Industrial Automation and Wireless IoT 2nd Edition 56 IoT Platforms and Software 59 Connected Vending Machines 62 POS Terminals and Wireless M2M 64 Fleet Management in China 66 Smart Homes and Home Automation 3rd Edition 69 Smart Metering in Europe 11th Edition 72 Connected Care in Europe 75 The Global Wireless M2M Market 6th Edition 78 STRATEGIC REPORT RESEARCH CATALOGUE SERIES SERIES

3 Consumer Electronics and Wireless M2M 3rd Edition 81 Smart Metering in North America and Asia-Pacific 2nd Edition 84 Car Telematics and Wireless M2M 5th Edition 87 Mobile Location-Based Services 9th Edition 90 LBS Platforms and Technologies 6th Edition 93 Mobile Navigation Services and Devices 7th Edition 96 Location-Based Advertising and Marketing 3rd Edition 99 STRATEGIC REPORT RESEARCH CATALOGUE SERIES SERIES

4 LBS Research Series People Monitoring and Safety Solutions People Monitoring and Safety Solutions is the fourth consecutive report from Berg Insight analysing the latest developments on the people and pet tracking markets in Europe and North America. This report in the LBS Research Series from Berg Insight provides you with 140 pages of unique business intelligence including 5-year industry forecasts and expert commentary on which to base your business decisions. This report will allow you to: Benefit from 30 new executive interviews with market leading companies. Identify key players on the European and North American people tracking solution market. Learn about the latest propositions from family locator service providers. Understand the opportunities and challenges on the mobile telecare alarm device market. Anticipate future drivers for uptake of mobile workforce management services. Predict future trends in lone worker protection services. Profit from updated regional market forecasts lasting until Order now! Please visit our web site to order this report and find more information about our other titles at See inside for further details Berg Insight s LBS Research Series What are the real business opportunities for LBS on the global market? Berg Insight s LBS Research Series is a unique series of market reports published on a quarterly basis. Each title offers detailed analysis of the most interesting LBS topics such as LBS platforms, location-based advertising, mobile personal navigation services and location-enabled content services. Once per year we also publish a summary of our research with detailed forecasts for the major regions.

5 LBS Research Series Which are the fastest growing segments for consumer oriented and professional locator devices? People monitoring solutions that enable third parties to locate a person were introduced in the late 1990s. Today, most people monitoring solutions rely on GNSS and mobile communication technologies to determine the location of a person and transmit the data to a third party. Technological advancements have enabled dedicated battery powered GPS locator devices suitable for the mass market to become a reality. There are also a vast number of people locator apps that leverage the growing installed base of GPS-enabled smartphones. Consumer-oriented people locator solutions range from family locator services that provide peace of mind for parents of children and teenagers, to solutions that assist caregivers of seniors and people suffering from various medical conditions. Family locator services that have been part of mobile operators LBS portfolios for many years especially in the US are now facing competition from free apps. The willingness to pay for operator services is declining as consumers awareness of free people locator apps has increased significantly in the past few years. Operators are therefore looking for additional revenues from related services, such as device management apps that monitor voice, data and app usage on children s handsets. Besides family locator services, there are many location sharing services that have similar functionality but focus on slightly different needs and use cases by enabling the user to control exactly when the location is shared, with whom and for how long. Many companies have launched GPS-based locator devices for parents that want to locate their children and teenagers. The market has been slow to take off, initially due to low awareness, poor performance and high cost. Today, more than a dozen companies have launched locator devices that are aimed at several consumer oriented applications such as asset, pet and child tracking. Examples include hereo, PocketFinder, Philip Technologies, WTS and Yepzon. Several of the latest devices focus on ease of use and are designed to appeal to children. Berg Insight forecasts that pet monitoring is a segment with large potential. There are more than twice as many pets in Europe and North America as there are children aged 0 18 years. Most pet owners are very passionate about their animals and consider them as part of the family. There are a handful companies that develop GPS-based locators aimed specifically at creating peace of mind for owners of dogs and cats. Many of these locator devices in addition measure the pet s activity to enable health 4,0 3,5 3,0 2,5 2,0 1,5 1,0 0,5 0,0 Million users 2014 Workforce management users Lone worker protection users Year monitoring. Examples of vendors active in Europe and North America include Attracting, CareWhere, Kippy, Pawtrack, Tractive and Whistle Labs. Several others, like DogTelligent, G-Paws and WÜF intend to enter the market during The product category still suffers from lack of awareness among potential customers. The number of active users in Europe and North America reached about 300,000 at the end of Several locator device vendors have started to address the needs of people caring for persons of all ages suffering from various medical conditions such as autism and other cognitive limitations, epilepsy and cardiac problems. Many of these companies are also serving the market for systems that assist seniors living at home or in care homes. The assistance systems are commonly called telecare systems or social alarms in Europe and Personal Emergency Response Systems (PERS) in North America. Berg Insight estimates that there are more than 7 million users of the first generation telecare systems in Europe and North America. The addressable market for the next generation mobile telecare systems is therefore large. The number of mobile telecare systems in use in Europe and North America had reached less than 0.5 million at the end of People locator solutions addressing the needs of business customers are available from companies in industries such as fleet and asset tracking, as well as IT and LBS specialists. Mobile workforce management services aim to improve operational efficiency and focus on managing individual employees. Cost savings can be achieved through better routing of employees as well as more efficient time verification and data collection in the field. Many companies now adopt more or less standardised workforce management apps for smartphones. Industry sectors leading the adoption of workforce management solutions include construction, distribution and field services. Lone worker protection services primarily focus on ensuring the security of employees. Many lone worker protection services rely on dedicated GPS location devices featuring alarm buttons and man down detection sensors. Berg Insight forecasts that the number of users of workforce management and lone worker protection services in Europe and North America was 3.0 million at the end of This report answers the following questions: Which market segments adopt dedicated locator devices? What is the potential market size for mobile telecare alarms? How has free apps affected the family locator market? What is the current status on the pet locator market in Europe and North America? Who are the leading providers of mobile workforce management services? What is the potential market size for lone worker safety services? Are smartphones suitable for lone worker protection services? Handset-based mobile workforce management and lone worker protection service users (Europe and North America)

6 Table of Contents Executive summary 1 Overview of people location solutions 1.1 Handsets and dedicated locator devices Mobile phones and smartphones Dedicated people locator devices 1.2 Mobile location technologies Mobile network-based location technologies GNSS: GPS, GLONASS, Galileo and Compass/BeiDou Wi-Fi positioning Bluetooth Low Energy and ibeacons 1.3 Market segmentation Mobile workforce management Lone worker protection Family locator services Pet locator devices Medical and telecare location solutions 2 Family locator and consumer oriented locator solutions 2.1 Handset based family locator services The European market The North American market People locator apps for smartphones 2.2 Consumer oriented locator devices General purpose locator devices Child locator devices Pet locator devices 2.3 Company profiles and strategies Attracting: Developer of the KADDZ GPS Cat Collar BrickHouse: Security solutions supplier acquires GPS locator vendor Securus CareWhere: UK-based developer of the Dog Tracker collars DogTelligent: Dog collar for tracking, training and health monitoring dondeesta: Family locator developer expanding into IoT Filip Technologies: Developer of the Filip child locator wristwatch G-Paws: Online community for pets and pet owners launches GPS locator hereo: Start-up ramping up sales of its hereo child locator wristwatch Kippy: Developer of the Kippy Finder and Kippy Vita pet locator devices Life360: Leading family locator app developer adds broader utility functions Location Based Technologies: Creator of the PocketFinder locators Location Labs: Leading white-label safety app developer in the US Pawtrack: Develops integrated tracking collar designed for cats SPOT: GPS locator and satellite messenger devices from Globalstar Tractive: Leading vendor of locator devices and apps for pets in Europe Whistle Labs: Pet activity monitoring vendor entering pet locator market WTS: Developer of the Trax Play locator device for children and pets WÜF: Start-up planning to launch smart collar for dogs in late Yepzon: Start-up company developing locator devices for consumers 3 Medical alarm, mobile telecare and mpers devices 3.1 Overview of demographics and common medical conditions The ageing population Medical conditions 3.2 Telecare and PERS solutions The telecare service value chain Telecare and PERS services in Europe and North America Mobile telecare and mpers devices 3.3 Company profiles and strategies Buddi: UK-based developer of personal emergency response solutions Doro: Leading vendor of handsets for seniors acquires CareTech Emporia: specialises in phones and smartphones for seniors Everon: Developer of GPS wristwatches for telecare and lone workers GreatCall: Leading vendor of mpers and handsets for seniors in the US GTX Corp: Ramping up sales of GPS SmartSole shoe insole Limmex: Swiss telecare watch vendor ramping up sales globally Lok8u: Specialises in GPS wristwatches for telecare and mhealth LOSTnFOUND: Swiss asset tracking vendor entering the telecare segment MobileHelp: PERS technology provider serving customers in 50 US states Navigil: Developer of white-label wearable personal safety solutions Nortek Security & Control: Security and PERS vendor acquires Numera Philips Lifeline: Leading integrated PERS provider in North America Tunstall: Leading telecare and telehealth provider in Europe 4 Workforce management and lone worker safety services 4.1 Employment statistics Employment by industry Vehicle fleets, mobile workers and lone workers 4.2 Mobile resource management solutions Mobile workforce management services Workforce management business models Market segmentation and key market players 4.3 Lone worker protection devices and services Lone worker legislation and standards Lone worker protection services 4.4 Company profiles and strategies Actsoft: MRM pioneer expanding sales through app stores AlertGPS: Launched safety wearable for lone workers in early Blackline Safety: Expanding lone worker solutions beyond North America ClickSoftware: Expanding to the SMB segment through Xora acquisition CommonTime: Offers a platform for customisable enterprise mobility apps Comtech Telecommunications: Acquires leading LBS provider TCS Contigo: Provides a hosted platform for tracking and safety applications Descartes: Airclic software for logistics and field service companies Econz Wireless: Specialises in hosted WFM for the SME segment Guardian MPS: Spin-out from Guardian24 with focus on North America Kaonsoft: End-to-end solutions for creating enterprise mobility apps Laipac Technology: Expanding from asset tracking to people tracking Oysta Technology: GPS vendor focusing on lone workers and telecare Peoplesafe: UK-based specialist in managed lone worker services Safe Apps: Develops the StaySafe app for lone worker protection Scandinavian Radio Technology: Leading GPS locator vendor in Sweden ServiceMax: Specialist in cloud-based field service management software Skyguard: Lone worker safety specialist acquires Guardian SoloProtect: Leading lone worker device developer adds in-house ARC Sygic: Leading navigation app vendor extends cloud-based WFM solution Track24: Tracking of employees for organisations with international footprint Trimble: Leading work process solution provider acquires PocketMobile Tsunami Solutions: Offers Canada s leading lone worker service SafetyLine Twig Com: Complementing TWIG devices with RF tags and beacons Verisae: Betting on WFM solutions through ViryaNet acquisition Vismo: Developer of security apps for international workers and travellers 5 Market trends and forecasts 5.1 Market trends Family and child locator services dominated by free apps Low market awareness is now the main barrier for pet locator devices Ageing population will drive sales of mobile telecare solutions Focus on corporate efficiency drive mobile WFM service adoption Legislations and corporate policies drive the lone worker protection market 5.2 Market forecasts Family locator services and consumer oriented people locator devices Pet locator devices and services Mobile telecare, mpers and medical alarm devices Mobile workforce management services Lone worker protection services Glossary

7 M2M Research Series Fleet Management in Russia/CIS and Eastern Europe Fleet Management in Russia/CIS and Eastern Europe is the third strategy report from Berg Insight analysing the latest developments on the fleet management market in this region. This strategic research report from Berg Insight provides you with 200 pages of unique business intelligence, including 5-year industry forecasts, expert commentary and real-life case studies on which to base your business decisions. Highlights from this report: Insights from 30 new executive interviews with marketleading companies. New data on vehicle populations and commercial fleets in the CIS and Eastern Europe. Comprehensive overview of the fleet management value chain and key applications. In-depth analysis of market trends and key developments. Profiles of 84 aftermarket fleet management solution providers. Summary of OEM propositions from truck manufacturers. Revised market forecasts lasting until Order now! Please visit our web site to order this report and find more information about our other titles at Berg Insight s M2M Research Series What are the key business opportunities in the emerging wireless M2M/IoT market? Berg Insight s M2M Research Series is a unique series of 25 market reports published on a regular basis. Each title offers detailed analysis of a specific vertical application area such as smart metering, fleet management or vehicle telematics. Once per year we also publish summaries of our research with detailed forecasts for the Global and European wireless M2M markets, respectively. See inside for further details

8 M2M Research Series How will the FMS market develop in Eastern Europe and the CIS? Fleet management (FM) is an ambiguous term used in reference to a wide range of solutions for different vehicle-related applications. Berg Insight s definition of a fleet management solution is a vehiclebased system that incorporates data logging, satellite positioning and data communication to a backoffice application. The history of fleet management solutions goes back several decades. On-board vehicle computers first emerged in the 1980s and were soon connected to various satellite and terrestrial wireless networks. Today, mobile networks can provide ubiquitous online connectivity in many regions at a reasonable cost and mobile computing technology delivers very high performance, as well as excellent usability. All of these components combined enable the delivery of vehicle management, transport management, driver management and mobile workforce management applications linking vehicles and enterprise IT systems. Commercial vehicle fleets play an essential role in the economy in the CIS and Eastern Europe, where several countries are part of important Pan-European transport corridors. The total of around 10 million HCVs in the region account for a major share of the inland transports. Motor vehicles are for example involved in about 70 percent of all inland transports in Russia. In Europe, medium and heavy trucks account for over 75 percent of all inland transports, forming a 250 billion industry. Moreover, the greater part of the total 15 million LCVs in Eastern Europe and the CIS are used by mobile workers and for activities such as distribution of goods and parcels. Berg Insight is of the opinion that the fleet management industry is in a long-term growth phase. Key drivers in Eastern Europe and the CIS include cost reductions related to fuel savings and regulatory developments such as ERA-GLONASS and the Platon electronic toll collection system which increase the awareness of telematics. The number of fleet management systems in active use in the region is forecasted to grow at a compound annual growth rate of 13.5 percent from 4.2 million units at the end of 2015 to 7.9 million by The penetration rate in the total population of non-privately owned commercial vehicles is estimated to increase from 16.7 percent in 2015 to 27.1 percent in The Russian market accounts for a significant share of the region s total installed base and is forecasted to grow from 1.9 million active FM units at the end of 2015 to 3.4 million units by The leading FM providers in terms of installed base in the CIS and Eastern Europe include diverse players from a number of countries. Belarus-based Gurtam is the leading FM software provider, having surpassed the milestone of 500,000 vehicles under management in the region. Arvento Mobile Systems from Turkey and TechnoKom based in Russia are the first and second runners-up, followed by the Turkish provider Mobiliz and the Russian players Navigator Group and NIS (MTS). Additional players which have reached 100,000 fleet management units or more include SCOUT and Omnicomm which are both Russia-based. TomTom Telematics has moreover established a strong position on the market through the acquisition of a local Polish FM provider. The major international FM solution providers based in Western Europe, North America and South Africa have not yet reached top positions in this region. The truck OEMs Scania and Volvo as well as the aftermarket players Masternaut and Astrata Europe have however reached comparably large installed bases across Eastern Europe and the CIS, including varying degrees of presence on the Russian market. The fleet management markets in Eastern Europe and the CIS are expected to follow the developments in Western Europe. Eastern Europe is already tracing the most developed European markets closely in terms of system functionality and service models. The major Russian solution providers have historically mainly served large corporations with standalone software systems which are paid upfront and hosted in-house, whereas subscription services traditionally mainly have been adopted by SMBs. Cloud services based on recurring service fees have however now become a greater focus also for major enterprise fleets on the Russian market and the domestic FM solution providers are increasingly pushing for a transition towards SaaS-based models. Another key trend on the European market is factory-fitment of OEM telematics, which is offered by most of the major truck manufacturers. The local Russian manufacturers have however not yet fully embraced this development and the OEM fleet telematics activities remain comparably limited in the region. The local vehicle manufacturers in the CIS market are also expected to gradually introduce proprietary telematics systems including vehicle tracking, remote diagnostics and other FM functionality, driven by regulatory developments and increasing competition from Western truck OEMs. This report answers the following questions: Installed base of active fleet management units (Russia/CIS & Eastern Europe ) How do the FMS markets in the CIS and Eastern Europe compare with Western markets? Will the FM industry consolidate further during ? What is the geographical and ownership structure of commercial vehicle fleets in the CIS and Eastern Europe? Who are the leading international, regional and local providers of aftermarket fleet management solutions in the CIS and Eastern Europe? What offerings are available from truck OEMs? How will the regulatory developments in this region affect the fleet management industry? How will the commercial vehicle telematics industry evolve in the future?

9 Table of Contents Executive summary 1 Commercial vehicle fleets in the CIS and Eastern Europe 1.1 The commercial vehicle market in Russia and the CIS Manufacturer market shares Ownership structure 1.2 The commercial vehicle market in Eastern Europe Manufacturer market shares Ownership structure 2 Fleet management solutions 2.1 Fleet management infrastructure Vehicle segment GNSS segment Network segment Backoffice segment 2.2 Vehicle management Vehicle diagnostics and maintenance planning Security tracking 2.3 Driver management Driving data registration and analysis Eco-driving schemes Insurance risk management 2.4 Operations management Routing and navigation Transport management Mobile workforce management 2.5 Regulatory compliance and reporting Drivers working hours Digital tachograph data download Electronic toll collection ERA-GLONASS and ecall Other applications 2.6 Business models 3 Market forecasts and trends 3.1 Market analysis Installed base and unit shipments Eastern Europe and CIS including Russia Installed base and unit shipments Russia Regional markets and players Vendor market shares 3.2 Market drivers and barriers Macroeconomic environment Regulatory environment Competitive environment Technology environment 3.3 Value chain analysis Telematics industry players Automotive industry players Telecom industry players IT industry players 3.4 Future industry trends 4 OEM products and strategies 4.1 European truck manufacturers DAF Trucks Daimler Group Iveco MAN Truck & Bus Scania Volvo Group 4.2 Local truck manufacturers in the CIS GAZ Group Kamaz UAZ MAZ 5 International aftermarket solution providers 5.1 Astrata Europe 5.2 Garmin and partners 5.3 Masternaut 5.4 MiX Telematics 5.5 Telogis 5.6 TomTom Telematics 5.7 Transics a WABCO company 5.8 Trimble 6 Regional aftermarket solution providers 6.1 Arvento Mobile Systems 6.2 CVS Mobile 6.3 Ecofleet 6.4 Fort-Telecom 6.5 Frotcom International 6.6 G4S Telematix 6.7 Gurtam 6.8 Mobiliz 6.9 Omnicomm 6.10 Ruptela 6.11 TechnoKom 6.12 Teltonika 6.13 WebEye International 7 Local aftermarket solution providers 7.1 Russia and the CIS ANTOR Business Solutions Arkan Autoconnex and Vodafone Automotive Autolocator (Megapage) AutoTracker BelTransSputnik Benish GPS Ukraine Cesar Satellite GalileoSky Garage GPS GlobalSat GLONASSSoft Glosav ITOB ITS-Soft Live GPS Tracking Locarus Matrix Micro Line Moldcell Navigator Group (ENDS) Navis group Navtelecom NIS (MTS) RCS Ritm RusLink (GdeMoi) SCOUT SpaceTeam Vektor GPS 7.2 Eastern Europe Aldobec Technologies (Dispecer) AROBS Transilvania Software (TrackGPS) Artronic Business Lease Romania EasyTRACK ETA Automatizari Industriale (SafeFleet) Evotracking (EVO GPS) FALCOM Finder (TomTom Telematics) Framelogic GPS Bulgaria GSMvalve GX Solutions i-cell ICOM idata Infocar Infotech isys Professional Locator BG Mireo Mobilisis MOVYS SAS Grup Satko Secar Bohemia Secret Control (Webbase) Skyguard Sledenje Tahograf TrackNav Viasat Systems (Cefin Systems) Glossary

10 POS Terminals and Wireless M2M Fleet Management in South Africa Fleet Management in South Africa is a comprehensive report from Berg Insight analysing the latest developments on the South African fleet management market. This strategic research report from Berg Insight provides you with 75 pages of unique business intelligence including 5-year industry forecasts and expert commentary on which to base your business decisions. Highlights from this report: Insights from numerous interviews with market-leading companies. New data on vehicle populations and commercial fleets in South Africa. Comprehensive overview of the fleet management value chain and key applications. In-depth analysis of market trends and key developments. Updated profiles of 22 aftermarket fleet management solution providers. Summary of OEM propositions from commercial vehicle brands. Market forecasts lasting until The installed based of FM systems in South Africa will reach 1.5 million units by 2020 Berg Insight is of the opinion that the market for fleet management (FM) in South Africa is in a growth period which will continue in the years to come. The number of FM systems in active use is forecasted to grow at a compound annual growth rate (CAGR) of 10.8 percent from 0.9 million units in 2015 to 1.5 million by The penetration rate in the total population of non-privately owned fleet vehicles used by businesses is at the same time estimated to increase from 21.5 percent in 2015 to 32.5 percent in South Africa is a relatively mature telematics market and the penetration is comparably high from an international perspective. Far from all deployments are however full-scale advanced FM solutions. A notable share of the installed fleet telematics systems on the South African market is represented by comparably low-end tracking systems, e.g. light FM solutions, including SVR systems extended with basic FM features. The South African fleet management market is dominated by five players with broad telematics portfolios which are all headquartered in the country and have installed bases of more than 100,000 FM units. Berg Insight ranks MiX Telematics as the largest provider of fleet management solutions in South Africa with an estimated installed base of around 150,000 active units in the country. The runner-up is Cartrack followed by Altech Netstar and DigiCore (Ctrack). Tracker has also provided more than 100,000 active FM systems in the country, out of which a share is represented by solutions powered by TomTom Telematics. Other renowned international providers active on the market include Pointer Telocation and Geotab. Foreign telematics players have however generally not managed to achieve any significant market shares on the South African fleet management market so far. Additional examples of domestic aftermarket players include GPS Tracking Solutions (Eqstra Fleet Management), Global Telematics (Pointer SA), Autotrak, ACM Track and Digit Vehicle Tracking. Commercial vehicle OEMs including Daimler, Scania, Volvo Group and MAN have moreover introduced fleet telematics solutions in South Africa, though the adoption levels generally remain relatively modest so far. Berg Insight s M2M Research Series What are the key business opportunities in the emerging wireless M2M/IoT market? Berg Insight s M2M Research Series is a unique series of 25 market reports published on a regular basis. Each title offers detailed analysis of a specific vertical application area such as smart metering, fleet management or vehicle telematics. Once per year we also publish summaries of our research with detailed forecasts for the Global and European wireless M2M markets, respectively.

11 This report answers the following questions: How does the fleet management market in South Africa compare with other markets? What is the price level of South African fleet telematics solutions? Which are the leading domestic providers of aftermarket fleet management solutions? Which international fleet management providers are targeting the South African market? What hurdles are there for foreign players? What offerings are available from commercial vehicle OEMs? Will the FM industry consolidate further during ? How will the commercial vehicle telematics industry evolve in the future? Berg Insight offers premier business intelligence to the telecom industry. We produce concise reports providing key facts and strategic insights about pivotal developments in our focus areas. Berg Insight also offers detailed market forecast databases and advisory services. Our vision is to be the most valuable source of intelligence for our customers. Report pricing PDF 1-5 user license EUR PDF corporate license EUR To receive your copy: 1. Place an order online at your order to: 3. Phone us at Million units Who should buy this report? Fleet Management in South Africa is the foremost source of information about the commercial vehicle telematics and fleet management market in this region. Whether you are a telematics vendor, vehicle manufacturer, telecom operator, investor, consultant, or government agency, you will gain valuable insights from our in-depth research Year Related products Fleet Management in the Americas Fleet Management in Europe Trailer and Cargo Container Tracking Fleet Management in Russia/CIS and Eastern Europe Installed base of active fleet management units (South Africa ) Table of Contents Fleet Management in South Africa 1 Fleet management solutions 1.1 Fleet management infrastructure Vehicle segment GNSS segment Network segment Backoffice segment 1.2 Vehicle segment Vehicle diagnostics and maintenance planning Security tracking 1.3 Driver management Driving data registration and analysis Eco-driving schemes Insurance risk management 1.4 Operations management Routing and navigation Transport management Mobile workforce management 1.5 Regulatory compliance and reporting Driver working hours, logbooks and tachographs Electronic toll collection e-toll and e-tags SARS travel logbooks Traffic fine management and demerit points AARTO Distracted driving Special transports 1.6 Business models 2 Market forecasts and trends 2.1 Market analysis The South African vehicle market Fleet management installed base and unit shipments Fleet management vendor market shares Local market characteristics in South Africa 2.2 Market drivers and barriers Macroeconomic environment Regulatory environment Competitive environment Technology environment 2.3 Value chain analysis Telematics industry players Automotive industry players Telecom industry players IT industry players 2.4 Future industry trends 3 Company profiles 3.1 International aftermarket solution providers DigiCore (Ctrack) Geotab MiX Telematics Pointer Telocation TomTom Telematics 3.2 Local aftermarket solution providers ACM Track Afritelematics Altech Netstar Autotrak Autowatch Telematics (PFK Electronics) Bidtrack (Bidvest Group) Cartrack Digit Vehicle Tracking (Digicell) Global Telematics (Pointer SA) GlobalTrack Gosafe Tracking Solutions SA GPS Tracking Solutions (Eqstra Fleet Management) Key Telematics and partners Mtrack (Electronic Tracking Systems) Real Telematics SmartSurv Wireless Tracker Connect Glossary Berg Insight AB, Viktoriagatan 3, SE Gothenburg, Sweden Phone Fax [email protected]

12 M2M Research Series The Carsharing Telematics Market The Carsharing Telematics Market is a comprehensive report from Berg Insight analysing the latest developments on this market worldwide. This strategic research report from Berg Insight provides you with 100 pages of unique business intelligence including 5-year industry forecasts and expert commentary on which to base your business decisions. Highlights from this report: Insights from numerous executive interviews with market leading companies. New data on carsharing fleets and members worldwide. Comprehensive overview of the carsharing telematics value chain. In-depth analysis of market trends and key developments. Detailed profiles of 19 carsharing platform vendors and their propositions. Market forecasts by region lasting until Order now! Please visit our web site to order this report and find more information about our other titles at Berg Insight s M2M Research Series What are the key business opportunities in the emerging wireless M2M/IoT market? Berg Insight s M2M Research Series is a unique series of 25 market reports published on a regular basis. Each title offers detailed analysis of a specific vertical application area such as smart metering, fleet management or vehicle telematics. Once per year we also publish summaries of our research with detailed forecasts for the Global and European wireless M2M markets, respectively. See inside for further details

13 M2M Research Series Carsharing membership will reach 26 million worldwide in 2020 Passenger cars and light trucks are the main modes of transportation in most industrialised countries. The vast majority of car trips in metropolitan areas are drive-alone trips with only one person in the car and vehicles are used for only about one hour per day on average. Carsharing is one of many car-based mobility services that have become available for people that want to complement other modes of transportation with car-based mobility occasionally. Examples of other car-based mobility services include traditional car rental, carpooling, ridesharing, taxi and ridesourcing services. Many of these mobility services aim to decrease the cost of car-based transportation, create convenience through fewer ownership responsibilities, as well as reduce congestion and environmental impact. Carsharing is a decentralised car rental service focusing on short term rentals that supplements other modes of transports including walking, cycling and public transport. Carsharing aims to provide an alternative to individual car ownership without restricting individual mobility by providing affordable access to cars. Moreover, carsharing aims to both reduce distance travelled by car and the number of cars in use. Carsharing services thus create environmental, economic and social benefits. Carsharing is a membership-based service available to all qualified drivers in a community. Car Sharing Organisations (CSOs) offer members access to a fleet of shared cars from unattended selfservice locations. Usage is billed by the minute/hour and by distance driven, with rates that include fuel, insurance and maintenance. Today, most CSOs use station-based networks with roundtrip rental. This operational model requires members to return a vehicle to the same designated station from which it was accessed. Some CSOs have also started to offer one-way carsharing that enables users to return the car to any station operated by the CSO. Another model that is rapidly gaining in popularity is free floating carsharing, which enables members to pick up and drop off cars anywhere within a designated area. The ability to access available cars instantly without prior booking and no need to schedule return time make this type of service attractive for short trips. New technologies in the form of telematics systems and smartphones are key enablers of car-based mobility services. In-car hardware technologies for carsharing services comprise an on-board computer, telematics device and RFID reader for capturing trip data, enable fleet management and grant access to the car through an RFID smartcard or smartphone app. An in-vehicle user terminal with keypad and display Million Carsharing members (World ) 2020 Year may also be installed to provide the driver with visible messages and guidance, as well as allow management of reservations from within the vehicle. Software platforms for carsharing have evolved from basic booking systems to complete IT systems that can support all the operational activities of a CSO ranging from management of in-vehicle equipment, fleet management, booking management, billing, as well as operations supervision via dashboards and data analytics. Examples of leading vendors of hardware and software platforms include Convadis, Good Travel Software, IER Group, INVERS, Miveo, Mobiag, OpenFleet and Vulog. There are now roughly 300 CSOs active in about 30 countries and close to 1,000 cities, primarily in Europe, North America and developed markets in Asia-Pacific. Commercial carsharing services are offered by specialist carsharing companies (in the form of cooperatives, non-profit organisations as well as for profit companies), car rental companies, carmakers, as well as public transport operators. Examples of leading CSOs active in multiple countries include Car2go (owned by Daimler), DriveNow (owned by BMW and Sixt), Bluecarsharing (owned by the French Bolloré Group), as well as Zipcar (owned by Avis Budget Group). However, the majority of CSOs are mainly active in a single country or a few cities. Examples include Times Car Plus (owned by the Japanese parking lot operator Time 24), Socar in South Korea, Enjoy (owned by the Italian energy company Eni), Mobility Carsharing in Switzerland, Communauto in Canada and GoGet in Australia. Carsharing membership has grown from 4.8 million worldwide at the end of 2014 to an estimated 6.5 million at the end of At the same time, the total car fleet operated by CSOs has increased from 100,000 vehicles to about 123,000 vehicles. Free floating services are now available in 12 countries and 43 cities in Europe and North America, with a combined fleet of about 20,000 cars and 2.0 million members at the end of Berg Insight forecasts that carsharing membership will grow to 26.0 million worldwide by the end of 2020 and the total carsharing fleet will then reach 450,000 cars. This report answers the following questions: What is the current status of the carsharing telematics industry? Which are the leading carsharing telematics platform providers? How are carmakers positioning themselves on the carsharing market? What carsharing services are available from leading service providers today? What business models are used by carsharing companies? How can smartphones be leveraged for carsharing services? How will the market evolve in Europe, North America and other parts of the world?

14 Table of Contents Executive summary 1 Cars and personal mobility services 1.1 Introduction Passenger cars in use by region New passenger car registration trends Car-based mobility services 1.2 Market trends Peak car use and car ownership The sharing economy 1.3 Overview of carsharing services Carsharing in Europe Carsharing in the Americas Overview of carsharing service providers 1.4 Car telematics infrastructure Vehicle segment Tracking segment Network segment Service segment 2 Car OEM mobility service initiatives 2.1 BMW Overview of BMW group passenger car models DriveNow AlphaCity corporate carsharing 2.2 Daimler Group Overview of Mercedes-Benz and Smart passenger car models Moovel and Car2go 2.3 Ford Motor Company Overview of Ford passenger car models New mobility projects and services from Ford 2.4 General Motors Overview of the main GM passenger car brands GM urban mobility programmes Opel CarUnity Let s Drive NYC 2.5 PSA Peugeot Citroën Overview of Peugeot and Citroën passenger car models PSA Peugeot Citroën telematics services Peugeot Connect and Citroën Connect Fleet Management PSA mobility services Share Your Fleet carsharing solution for business fleets 2.6 Volkswagen Group Overview of Volkswagen Group passenger car brands and models New mobility concepts from the Volkswagen Group The Quicar carsharing service in Hannover The VRent corporate carsharing service in China The Audi Unite fractional ownership concept 2.7 Volvo Car Group Overview of Volvo passenger car models Sunfleet 3 Carsharing organisations 3.1 Specialist carsharing companies Anytime AutoShare Bluecarsharing (Bolloré Group s Autolib, BlueLy, BlueCub and BlueIndy) Bluemove Cambio CAR2GO (Israel) Carrot CiteeCar Citiz City Car Club City CarShare Communauto Enjoy Flinkster GoCar GoGet GreenShareCar Greenwheels Mobility Carsharing Switzerland Respiro Stadtmobil StreetCar Zazcar Zoomcar 3.2 Car rental companies Avis Budget Group and Zipcar Enterprise Rent-A-Car Europcar Hertz ORIX Auto Corporation Sixt Group U-Haul 4 Technology vendors 4.1 End-to-end carsharing solutions FastFleet by Zipcar IER Group JSI Mobility Miveo OpenFleet TomTom VULOG 4.2 Carsharing software platforms Cantamen Fleetster Good Travel Software Metavera Solutions Mobiag Mobility Systems+Services Targa Telematics Zemtu 4.3 In-vehicle systems Convadis C2G Logic (Pointer Telocation) Inosat INVERS 5 Market forecasts and trends 5.1 Carsharing market forecasts Carsharing in the EU28+EFTA Carsharing in North America Carsharing in ROW Connected carsharing platform forecast 5.2 Market trends Carsharing is becoming increasingly integrated with other mobility services Electric cars are a natural fit for carsharing Free floating carsharing services on the rise Carsharing becomes a popular means to reduce corporate mobility costs Glossary

15 M2M Research Series Security Applications and Wireless M2M Security Applications and Wireless M2M is the seventh consecutive report from Berg Insight analysing the latest developments among the key applications for wireless M2M communication in the European and North American security industry. This strategic research report from Berg Insight provides you with 190 pages of unique business intelligence including 5-year industry forecasts and expert commentary on which to base your business decisions. Highlights from this report: Insights from numerous executive interviews with market leading companies. New data on alarm systems and monitored assets by country and segment. Comprehensive overview of the small alarm system value chain and key players. In-depth analysis of market trends and key developments. Detailed profiles of key players on the European and North American security markets. Market forecasts by region, lasting until Order now! Please visit our web site to order this report and find more information about our other titles at Berg Insight s M2M Research Series What are the key business opportunities in the emerging wireless M2M/IoT market? Berg Insight s M2M Research Series is a unique series of 25 market reports published on a regular basis. Each title offers detailed analysis of a specific vertical application area such as smart metering, fleet management or vehicle telematics. Once per year we also publish summaries of our research with detailed forecasts for the Global and European wireless M2M markets, respectively. See inside for further details

16 M2M Research Series Which are the fastest growing segments for cellular connectivity in the security industry? The private security sector is a global industry comprising services and solutions such as manned guarding, alarm system integration and monitoring, cash handling as well as various services like consulting and private investigations. The global market value of the security industry reached an estimated 130 billion in The more mature European and North American markets still dominate the industry with a combined market share of close to 70 percent. The long-term annual growth rate is estimated to between 3 and 5 percent in Europe and North America. Historically, annual growth has exceeded GDP by a few percentage points each year. However, the mature markets in Europe and North America are no longer growing faster than GDP, but rather at the same rate as GDP. The largest application areas for M2M communication in the European and North American security industries are small alarm systems and vehicle tracking services. Small alarm systems for businesses and private homes can be divided into two main categories local alarms and monitored alarms. The simplest type of local alarm only reacts to activation by ringing bells to alert the surroundings and scare off intruders. A more advanced type of local alarm is a self-monitoring alarm. Upon activation, this type of alarm informs the owner of the premises by sending a text message or push notification. Monitored alarms are connected to an Alarm Receiving Centre (ARC). When a monitored alarm is activated, the ARC can respond by contacting the police or by dispatching a security patrol. Monitored alarm systems are dependent on reliable communication networks. The latest generation of monitored alarm systems uses dual wired and wireless network connections in order to minimise the risk of communication failure. The North American market for small alarm systems is much larger than the European market. At the end of 2015, there were an estimated 31 million active monitored alarm systems in the US and Canada. The overall penetration rate among 145 million households and businesses was 21 percent. In the EU28+2, there were about 8.4 million active monitored alarm systems at the end of This corresponds to an overall penetration rate of 3.5 percent among 237 million households and small businesses. Fundamental market data thus indicate a significant growth potential for small alarm systems on the European market, especially in the residential segment where the current penetration is only 2.2 percent. However, growth on this market is anticipated to vary considerably from country to country in Million Connections 2014 Europe North America Cellular M2M connections for security applications (EU28+2 and North America ) 2020 Year the next few years. The advanced Nordic market is forecasted to grow the fastest, while other major markets in Southern Europe and the UK will show less growth due to the difficult economic climate and higher market fragmentation with fewer specialist alarm service companies that drive the market through active marketing. New entrants to the market in the form of various providers of home automation systems are also creating consumer awareness, especially in North America. However, many of the security features included in home automation solutions rely on self-monitoring without professional monitoring services. Vehicle and asset tracking is the second major application area for wireless M2M communication in the security industry. Passenger cars and commercial vehicles constitute the main market segments. There are also several niche segments. Tracking solutions are being adopted to monitor commercial assets such as trailers, cargo containers, construction equipment and plant machinery. In the consumer segment, tracking services are available for monitoring assets such as motorcycles, motor caravans, caravans and boats. Stolen vehicle tracking (SVT) and asset tracking systems are normally based on RF transceivers or GPS/cellular technologies. GPS/cellular technologies are also being fitted as standard equipment or aftermarket options in commercial vehicles and passenger cars as part of fleet management and telematics offerings. What distinguishes SVT services from general fleet management and car telematics is the monitoring and assistance services provided by secure monitoring centres. In Europe and North America, nearly all the leading car OEMs have introduced embedded telematics systems or plan to do so in the near future. Telematics adoption in the European market is accelerated by the ecall initiative from the EU with the aim to create an automatic emergency call system for vehicles. In North America, commercial services have driven the adoption of OEM telematics services that have evolved from being a differentiator to a mainstream feature offered by nearly all leading car brands on a majority of their models. Many car OEMs offer SVT as part of their embedded telematics service packages. Berg Insight forecasts that the number of subscribers to SVT services for passenger cars in Europe and North America will increase from 30.3 million in 2015 to 65.0 million in This report answers the following questions: Which are the key applications that generate most benefits for the end customers? Who are the leading providers of monitored small business and home alarm systems? Why are leading alarm system providers investing in smart home technology? When will wireless connectivity become a standard feature in alarm systems? Who are the leading providers of aftermarket vehicle tracking solutions? Which carmakers offer stolen vehicle tracking services as part of telematics services? What is the potential market size for wireless M2M communication in the security industry?

17 Table of Contents Executive summary 1 M2M/IoT networking and technologies 1.1 Market overview Security services Security systems Small alarm systems Cash handling 1.2 Key industry players G4S Securitas Tyco Prosegur Brink s ADT United Technologies Corporation Stanley Black & Decker AlliedBarton Security Services Loomis GardaWorld Security Verisure 2 Small business and home alarm systems 2.1 Alarm systems and smart homes Small alarm system technology overview European standards for intruder alarm systems Secure alarm communication services Alarm system value chain Smart homes and home automation systems 2.2 Market value and alarm system penetration The European market The North American market 2.3 Company profiles ADT AddSecure Alarm.com AT&T BT Redcare CSL DualCom EPS G4S Monitronics Numerex (Uplink) Prosegur Protection Sector Alarm Securitas Stanley Security Solutions Telular (Telguard) Tyco UTC Climate, Controls & Security Verisure Vivint 3 Commercial vehicle and asset tracking 3.1 The European and North American commercial vehicle markets 3.2 Fleet management solutions Vehicle management Security tracking Driver management Transport management Mobile workforce management and lone worker security 3.3 Trailer and cargo container tracking Intermodal shipping containers Trailers, semi-trailers and swap bodies Overview of transportation industry actors Container and trailer tracking solutions Business models Trailer and cargo container tracking solution providers 3.4 Key fleet management and asset tracking providers Teletrac Navman DigiCore Fleetmatics FreightWatch International ID Systems Idem Telematics Locus Traxx Worldwide Masternaut Microlise Novacom Europe Omnitracs Orbcomm Savi Technology SkyBitz Telogis TomTom Trimble 4 Car and consumer asset tracking 4.1 The European and North American passenger car markets 4.2 Passenger car telematics ecall and roadside assistance Stolen vehicle tracking Motor insurance telematics 4.3 Insurance industry standards for vehicle tracking Belgium The Netherlands Norway United Kingdom 4.4 Aftermarket vehicle tracking solutions Octo Telematics: European leader in motor insurance telematics Vodafone Automotive: Pan-European SVR provider LoJack distributors in Europe: TRACKER, Traqueur and Detector Viasat: Offers SVR through its own Security Operations Centres LoJack: Leading vehicle recovery provider in the US Guidepoint Systems: Branded and OEM cellular/gps SVT systems Spireon: Leading vendor of tracking systems for vehicle financing 4.5 OEM car telematics services Car OEM telematics services in North America Car OEM telematics services in Europe BMW ConnectedDrive Fiat Chrysler Automobiles UConnect GM OnStar Mercedes-Benz Mbrace and Connect Me PSA Peugeot Citroën SOS & Assistance Volvo On Call 4.6 Motorcycles and mopeds in Europe and North America Motorcycle theft in Europe and North America Motorcycle tracking solutions 4.7 The leisure vehicle and boat markets Overview of the caravan and motor caravan markets Overview of the European and North American leisure boat markets Leisure vehicle and boat theft in Europe and North America Tracking solutions for leisure vehicles and boats 5 Market forecasts and trends 5.1 Market trends and drivers Alarm services have become a core feature in home automation systems The fleet management industry shows healthy growth in both regions Rapid progress in the asset tracking and cargo container tracking segment Telematics is becoming a standard feature on most new passenger cars Lack of awareness and cost remain barriers for consumer asset tracking 5.2 Europe Alarm systems Fleet management and commercial vehicle & asset tracking Car telematics and SVT Consumer asset tracking applications 5.3 North America Alarm systems Fleet management and commercial vehicle & asset tracking Car telematics and SVT Consumer asset tracking applications Glossary

18 M2M Research Series The Global M2M/IoT Communications Market The Global M2M/IoT Communications Market analyses the latest trends and developments in cellular M2M and low power wireless networking. This strategic research report from Berg Insight provides you with 150 pages of unique business intelligence including 5-year industry forecasts and expert commentary on which to base your business decisions. Highlights from the report: 360-degree overview of the M2M/IoT communication ecosystem. Update on new industry standards for M2M/IoT networking. Reviews of the M2M/IoT strategies of leading mobile operators. Summary of industry trends in all world regions. Statistical data on cellular M2M subscribers in Europe, the Americas and Asia-Pacific. Extensive global and regional market forecasts lasting until Order now! Please visit our web site to order this report and find more information about our other titles at Berg Insight s M2M Research Series What are the key business opportunities in the emerging wireless M2M/IoT market? Berg Insight s M2M Research Series is a unique series of 25 market reports published on a regular basis. Each title offers detailed analysis of a specific vertical application area such as smart metering, fleet management or vehicle telematics. Once per year we also publish summaries of our research with detailed forecasts for the Global and European wireless M2M markets, respectively. See inside for further details

19 M2M Research Series The global number of cellular M2M subscribers reached 265 million at the end of 2015 Berg Insight estimates that the global number of cellular M2M subscribers increased by 23 percent during 2015 to reach million at the end of the year corresponding to around 3 percent of all mobile subscribers. Until 2020, the number of cellular M2M subscribers is forecasted to grow at a compound annual growth rate (CAGR) of 22.9 percent to reach million at the end of the period. During the same period, cellular M2M network revenues are forecasted to grow at a CAGR of 23.3 percent from 8.0 billion in 2015 to approximately 22.8 billion in Meanwhile the monthly ARPU is expected to remain stable at around East Asia was the largest region, closely followed by Western Europe and North America. Altogether they accounted for around 76 percent of the global cellular M2M subscriber base at the end of Until 2020, the relative share of the regions is expected to decrease slightly as adoption takes off in other parts of the world. At the end of 2015, East Asia was the largest regional market with 90.4 million cellular M2M subscribers, growing 25 percent year-on-year. Western Europe came second with 59.0 million M2M subscribers and 21 percent year-on-year growth. North America ranked third with 52.5 million cellular M2M subscribers, and a year-on-year growth rate of 24 percent. Among individual countries, China was clearly number one with around 70 million M2M subscribers, ahead of the US with approximately 50 million M2M subscribers. The combined size of the EU+EFTA market was around 64 million M2M subscribers. Berg Insight believes that M2M/IoT has reached a stage of early maturity where a number of players have capitalised on envisioned opportunities to develop substantial new businesses. At the beginning of 2015, the ten largest mobile operators in the M2M market had an estimated combined subscriber base of million and year-on-year growth rates of percent. China Mobile has an exceptional market position, as the dominant player in the domestic mobile industry. At the end of Q1-2015, the M2M subscriber base was an estimated 46.2 million. Vodafone and AT&T are the top international market players with their respective main bases in Europe and North America. The groups were head-to-head in terms of volume with over 21 million M2M subscribers each. China Unicom and Verizon Wireless were other top five players with million connections each. Telefónica, Softbank/Sprint, Deutsche Telekom, Telenor and America Móvil were other top ten players with 8 12 million M2M subscribers each. A common characteristic for them all is that they are multi-regional operations across Europe, the Americas or Asia-Pacific. Another sign of maturity in the M2M/IoT industry is the release of revenue figures from some telecom operator groups. Verizon and Vodafone reported quarterly M2M/IoT revenues in the range of million each in the first half of 2015 and could be on track to reach 1 billion on an annual basis within a few years time. Both groups have substantial telematics businesses, originally established through acquisitions. Besides traditional connectivity and professional services, they generate a considerable share of their sales from automotive products, driver assistance services and connected automotive applications. The wireless M2M/IoT technology landscape is rapidly changing. 2G networks are gradually taken out of service to be replaced by more efficient 4G technology. At the same time, new enhancements are being added to the LTE standard to better accommodate typical M2M use-cases with large numbers of devices and very low data requirements. In a few years, LTE-M wireless modules will be available for the same price as today s GPRS modules, delivering superior performance using less network resources. A new generation of LPWA technologies hit the market during 2015, offering an alternative roadmap to low cost IoT connectivity outside of the traditional mobile network environment. At the end of the year, the established players in the telecom industry however took back the initiative. In December 2015, the 3GPP accepted the new NB-IoT standard for lightweight M2M communication based on mobile network infrastructure. The NB-IoT and LTE-M standards will be included in 3GPP Release 13, due for publication in January Berg Insight believes that the initiative will become successful in establishing a global standard for lightweight IoT communication on public networks in the next 3 5 years. NB-IOT has good prospects of becoming the dominant technology for LPWA, although other standards will most likely also remain strong in niche segments. This report answers the following questions: Millions Year How will the global cellular M2M market evolve over the next five years? What are the main drivers behind growth in major regions and industries? What is the status of cellular M2M in emerging markets? What are the leading global mobile operators strategies for the M2M/IoT market? Which are the strategic options for moving up the M2M/IoT value chain? How will LTE-M and NB-IOT transform the cellular M2M market? What is the outlook for emerging low power wireless networking technologies? Cellular M2M network connections (World )

20 Table of Contents Executive summary 1 M2M/IoT networking and technologies 1.1 Cellular M2M/IoT from 2G to 4G and beyond G/3G mobile networks G mobile networks LTE-M and NB-IOT LPWA and satellite networks Cellular and LPWA technologies and the IoT market 1.2 IoT devices in cellular networks Cellular IoT modules and hardware SIM solutions and embedded UICC IoT connectivity management platforms IoT application enablement platforms 1.3 International coverage and alliances Roaming and international coverage Mobile operator alliances 2 Europe 2.1 Regional market trends Western Europe Regional market trends in Western Europe Central Eastern Europe and Russia & CIS 2.2 Mobile operators Vodafone Deutsche Telekom Telefónica Orange Telenor Belgacom EE Group Europe KPN MTS SFR Telecom Italia Swisscom Telekom Austria TeliaSonera Tele CDMA/LTE networks for the 450 MHz band 2.3 M2M managed service providers Wireless Logic Sierra Wireless Wireless Maingate and MobiquiThings Telit Cubic Telecom Stream Technologies 2.4 LPWA networks Sigfox and network partners LoRa networks 3 The Americas 3.1 Regional market trends United States and Canada Brazil Rest of Latin America 3.2 Mobile operators AT&T Verizon Sprint T-Mobile USA Rogers Communications Bell Canada América Móvil Vivo and Telefónica Latin America Other mobile operators in Latin America 3.3 M2M managed service providers Aeris Communications KORE Telematics Numerex Wyless 3.4 LPWA networks 3.5 Satellite networks Orbcomm Iridium Inmarsat Globalstar 4 Asia-Pacific 4.1 Regional market trends China Japan and South Korea Australia and New Zealand Southeast Asia India and South Asia 4.2 Mobile operators China Mobile China Unicom China Telecom Softbank NTT Docomo KDDI SK Telecom SingTel Axiata Telstra 5 Middle East & Africa 5.1 Regional market trends Middle East Africa 5.2 Mobile operators Etisalat FastNet Ooredoo MTN Turkcell Vodacom 6 Market forecasts and trends 6.1 Geographic markets Global market summary Europe North America Latin America Asia-Pacific Middle East & Africa 6.2 Vertical markets Connected cars is becoming a global phenomenon International consolidation and growth in the fleet management industry Insurance and finance drive demand for consumer aftermarket telematics Nationwide smart metering rollouts behind growth in the utilities sector POS-terminals is a key application category in emerging markets 6.3 Technology trends LTE set to become the future network platform for cellular M2M Massive interest in emerging LPWA technologies but will NB-IOT kill the market? 6.4 Industry trends M2M/IoT finally becomes a substantial business for mobile operators M2M managed service providers continue to grow and consolidate Operators in search for an optimal business model for M2M/IoT Market co-opetition requires carefully balanced strategies International cellular M2M connectivity remains a challenge Glossary

21 M2M Research Series mhealth and Home Monitoring mhealth and Home Monitoring is the seventh consecutive report from Berg Insight that gives first-hand insights into the adoption of wireless solutions for health monitoring. This strategic research report from Berg Insight provides you with 250 pages of unique business intelligence including 5-year industry forecasts and expert commentary on which to base your business decisions. This report will allow you to: Profit from 40 new executive interviews with market leading companies. Study the strategies of 108 key players in the mhealth ecosystem. Learn about key home health monitoring devices and services. Understand the dynamics of the health monitoring market in Europe and North America. Comprehend how wireless technology can become seamlessly integrated with medical devices. Evaluate the business opportunities in the emerging mhealth segment. Predict future market and technology developments. Order now! Please visit our web site to order this report and find more information about our other titles at Berg Insight s M2M Research Series What are the key business opportunities in the emerging wireless M2M/IoT market? Berg Insight s M2M Research Series is a unique series of 25 market reports published on a regular basis. Each title offers detailed analysis of a specific vertical application area such as smart metering, fleet management or vehicle telematics. Once per year we also publish summaries of our research with detailed forecasts for the Global and European wireless M2M markets, respectively. See inside for further details

22 M2M Research Series 4.9 million patients worldwide are remotely monitored The number of remotely monitored patients grew by 51 percent to 4.9 million in 2015 as the market entered a growth phase fuelled by rising market acceptance in several key verticals. This number includes all patients enrolled in mhealth care programs in which connected medical devices are used as a part of the care regimen. Connected medical devices used for various forms of personal health tracking are not included in this figure. Berg Insight estimates that the number of remotely monitored patients will grow at a compound annual growth rate (CAGR) of 48.9 percent to reach 36.1 million by Cellular connectivity has already replaced PSTN and LAN as the de-facto standard communication technology for most types of connected home medical monitoring devices and will account for 19.2 million connections in Using patients own mobile devices as health hubs is now becoming a viable alternative for remote patient monitoring. BYOD connectivity will be preferred by select patient groups and will be used for the remote monitoring of 15.2 million patients in Berg Insight estimates that revenues for remote patient monitoring (RPM) solutions reached 6.2 billion in 2015, including revenues from medical monitoring devices, mhealth connectivity solutions, care delivery platforms and mhealth care programs. RPM revenues are expected to grow at a CAGR of 32.1 percent between 2015 and 2020 to reach 25.0 billion at the end of the forecast period. Connected medical devices accounted for 71.0 percent of total RPM revenues in However, revenues for mhealth connectivity solutions, care delivery platforms and mhealth care programs are growing at a faster rate and will account for 46.3 percent of total revenues in 2020, up from just 29.0 percent in There is a strong trend towards incorporating more connectivity in medical devices and pharmaceuticals in order to enable new services and value propositions. Implantable cardiac rhythm management (CRM) has traditionally been the largest market segment, led by companies such as Medtronic, Biotronik and St Jude Medical that included connectivity in CRM solutions more than a decade ago. However, the sleep therapy segment is growing at the fastest rate and will surpass CRM in The number of remotely monitored sleep therapy patients grew by 170 percent in 2015, with market growth mainly driven by the vendor ResMed that has made connected healthcare a cornerstone of its strategy. Berg Insight predicts that three of the fastest growing market segments in the next five years will be glucose monitoring, air flow monitoring and connected pharmaceuticals. Today, the leading connected healthcare players in these segments include forward-thinking incumbents as well Million Units Connected home medical monitoring devices, million units (World ) Year as innovative new entrants such as AstraZeneca, Dexcom, Merck, Novartis, Propeller Health, Proteus Digital Health, Roche, Sanofi, Voluntis and WellDoc. Care delivery platforms and mhealth connectivity solutions are two of the most rapidly developing parts of the mhealth technology value chain. Care delivery platforms are software solutions that enable the remote delivery of healthcare services and allow care efforts to be coordinated between patients, various professional caregivers and other stakeholders such as the patient s family. Care delivery platforms will be instrumental for engaging patients in their own care and delivering remote monitoring services to a large number of people in a cost efficient way. There are various types of care delivery platforms available on the market. General-purpose platforms can be adapted to a wide variety of use cases and are often used as the foundation for developing therapeutic area specific mhealth products. Companies that specialize in this area include BePatient, Exco InTouch, Medixine, OpenTeleHealth and Vivify Health. mhealth connectivity solutions include products and services that are used for collecting data from medical monitoring devices, transmitting this data to caregivers and enabling the data to be used by care delivery platforms. The leading players include Qualcomm Life, edevice, Tactio Health, Validic and MedM. The adoption of remote patient monitoring solutions is driven by a wide range of incentives, related to everything from demographics and technology development to new advancements in medical treatment. However, there are a number of barriers, including resistance to change among healthcare organizations and clinicians, misaligned incentive structures and the financing of wireless solutions by what is at large an underfunded healthcare sector. Several catalysts are nevertheless speeding up the rate of adoption in particular incentives from payers and insurance companies, national health systems that support remote monitoring and a shift to performance-based payment models. This report answers the following questions: Which medical conditions offer the best potential for wireless health monitoring solutions? Who are the leading providers of connected medical devices? What are the mhealth strategies of medical device vendors and pharmaceutical companies? Which are the general technology trends for home health monitoring equipment? What initiatives have been taken by the leading players in the telecom and IT industries? How can connectivity redefine the use cases of medical devices and the value propositions to patients and other stakeholders? What are the market shares of the top 5 integrated telehealth solution vendors? Why are smartphone applications so significant for the mhealth market? How can healthcare providers and payers benefit from mhealth solutions?

23 Table of Contents Executive summary 1 The challenge from welfare diseases 1.1 Introduction The ageing world population Metabolic syndrome and lifestyle related diseases 1.2 Common chronic diseases Cardiac arrhythmia Ischemic diseases Hypertension Sleep apnea Chronic respiratory diseases Diabetes Hyperlipidemia 1.3 Healthcare providers and reimbursement systems Healthcare in Asia-Pacific Healthcare in Europe Healthcare in North America 1.4 Regulatory environment Regulatory environment in Europe Regulatory environment in the US Regulatory environment in other major markets International standardisation 2 mhealth platforms 2.1 Overview of the mhealth market mhealth market segments Connectivity options for medical devices The mhealth technology value chain 2.2 mhealth connectivity solutions Apple HealthKit PTC edevice Ericsson KORE Microsoft HealthVault Orange Healthcare Qualcomm Life MedM Telenor Connexion Vodafone 2.3 mhealth care delivery platforms AT&T BePatient Domicalis Exco InTouch Get Real Health HealthyCircles Medixine OpenTeleHealth S3 Group Tactio Health Verklizan 3 Physiological monitoring solution providers 3.1 Medical devices and remote monitoring Medical device revenues by market segment Overview of the remote patient monitoring market 3.2 Cardiac rhythm management Overview of the CRM device market Use cases for CRM monitoring Remote monitoring solution providers Biotronik Boston Scientific Medtronic LivaNova St. Jude Medical 3.3 Remote ECG monitoring Overview of the remote ECG monitoring device market Use cases for remote ECG monitoring Remote monitoring solution providers Aerotel Medical Systems AliveCor BioTelemetry CardioComm Solutions LifeWatch ScottCare TZ Medical Zenicor 3.4 Blood pressure monitoring Overview of the blood pressure monitoring device market Use cases for blood pressure monitoring Remote monitoring solution providers Omron Healthcare A&D Medical Microlife Rossmax Sotera Wireless 3.5 Coagulation monitoring Overview of the coagulation monitoring device market Use cases for blood coagulation monitoring Remote monitoring solution providers Accriva Diagnostics Alere CoaguSense Helena Laboratories iline Microsystems Siemens Healthcare Diagnostics Roche Diagnostics 3.6 Sleep therapy monitoring Overview of the sleep therapy device market Use cases for sleep therapy monitoring Remote monitoring solution providers Fisher & Paykel Healthcare Philips Respironics ResMed SRETT SomnoMed Weinmann 3.7 Home sleep diagnostics Overview of the home sleep diagnostics market Use cases for home sleep diagnostics Remote monitoring solution providers Cadwell Laboratories CareFusion Compumedics Infoscan Natus Medical NovaSom SleepMed 3.8 Blood oxygen monitoring Overview of the blood oxygen monitoring device market Use cases for blood oxygen monitoring Remote monitoring solution providers ChoiceMMed Masimo Nonin Medical 3.9 Air flow monitoring Overview of the air flow monitoring device market Use cases for air flow monitoring Remote monitoring solution providers Aerocrine AstraZeneca Clement Clarke International isonea Medical International Research Ndd Medizintechnik nspire Health Propeller Health Sibelmed Vitalograph 3.10 Glucose level monitoring Overview of the glucose monitoring device market Use cases for glucose monitoring Remote monitoring solution providers Abbott Bayer Healthcare BodyTel Johnson & Johnson Roche Diabetes Care Dexcom Voluntis Telcare WellDoc 3.11 Other Implantable medical devices Home hemodialysis Telerehabilitation 4 Medication and integrated monitoring solution providers 4.1 Telehealth and multiparameter monitoring solutions Overview of the telehealth solutions market Use cases for telehealth solutions Telehealth solution providers Optum AuthentiDate Bosch Healthcare Cardiocom Care Innovations H2AD Honeywell Life Care Solutions Ideal Life Medvivo Philips Hospital to Home SHL Telemedicine Telefónica Tunstall Healthcare Group Vitaphone 4.2 Medication compliance monitoring Overview of the medication compliance monitoring market Use cases for medication compliance monitoring Compliance monitoring solution providers DayaMed Evondos InRange Systems Medicpen Merck Compliance Meds Technologies MedSignals Philips Medido Proteus Digital Health 5 Market analysis and forecasts 5.1 Market forecasts Cardiac rhythm management Sleep therapy Telehealth and multiparameter monitoring ECG monitoring Glucose level monitoring Medication compliance monitoring Other medical devices 5.2 Revenue forecasts Medical monitoring devices mhealth connectivity solutions Care delivery platforms mhealth care programs 5.3 Industry trends and analysis New players enter the market Pharmaceutical companies prepare largescale rollouts Consumerisation of medical-grade mhealth devices and apps BYOD is becoming a viable option Digitalisation of PSTN networks Modularization of the value chain 5.4 Market drivers and barriers An ageing population Increasing welfare disease prevalence Focus on disease prevention Substitutes to medical monitoring Resistance to change Alignment of financial incentives 5.5 Potential market catalysts Increased monitoring during clinical trials Incentives from insurance companies and payers National health systems support remote monitoring New clinical evidence on cost effectiveness Non-prescribed monitoring and healthcare consumerism Glossary

24 M2M Research Series Connected Wearables Connected Wearables is the second consecutive report from Berg Insight analysing the latest developments on the connected wearables market worldwide. This strategic research report from Berg Insight provides you with 160 pages of unique business intelligence including 5-year industry forecasts and expert commentary on which to base your business decisions. This report will allow you to: Understand the key enablers for growth in the connected wearables market. Identify key players in the connected wearables ecosystem. Benefit from detailed forecasts for eight different device categories lasting until Learn about the markets for activity trackers, smartwatches, smart glasses and medical devices. Evaluate the business opportunities in new innovative device categories. Predict future market and technology developments. Order now! Please visit our web site to order this report and find more information about our other titles at Berg Insight s M2M Research Series What are the key business opportunities in the emerging wireless M2M/IoT market? Berg Insight s M2M Research Series is a unique series of 25 market reports published on a regular basis. Each title offers detailed analysis of a specific vertical application area such as smart metering, fleet management or vehicle telematics. Once per year we also publish summaries of our research with detailed forecasts for the Global and European wireless M2M markets, respectively. See inside for further details

25 M2M Research Series Annual shipments of connected wearables will reach 228 million in 2020 The wearable form factor enables hands-free operation and allows the user to multitask and get immediate access to information. It also enables continuous recording of useful data such as body metrics, location and environmental data. Berg Insight s definition of a connected wearable is a device meant to be worn by the user and which incorporates data logging and some sort of wireless connectivity. Connected wearables have for long been widely used in professional markets. The high smartphone adoption, cloud services, miniaturised hardware, sensor technology and low power wireless connectivity have enabled connected wearables to emerge as a new promising consumer segment as well. The number of applications for wearable technology is vast and includes imaging, augmented reality, media playback, navigation, data displaying, authentication, gesture control, monitoring and communication. A plethora of device categories such as smartwatches, fitness & activity trackers, smart glasses, people monitoring devices, medical devices and wearable computers target various market segments including infotainment & lifestyle, fitness & wellness, people monitoring & safety, medical & healthcare, enterprise & industrial and government & military. The market for connected wearables has entered a strong growth phase that will last for many years to come. Berg Insight estimates that shipments of connected wearables reached 72.5 million units in The market is expected to grow at a CAGR of 25.8 percent to reach shipments of million by Fitness & activity trackers is the largest product category and accounts for a majority of today s shipments. Decreasing prices and new form factors will enable fitness & activity trackers to reach shipments of 71.0 million units in The smartwatch category has also started to reach significant volumes and is predicted to become the largest device category reaching shipments of million devices in 2020, up from 19.5 million units in Limited availability, high prices and privacy concerns have so far resulted in that sales of smart glasses have been modest. Promising use cases in professional markets as well as in niche consumer segments will enable smart glasses to reach shipments of 11.0 million devices in 2020, up from only 0.1 million units in Connected wearables such as cardiac rhythm management devices, ECG monitors and mobile Personal Emergency Response Systems (mpers) are already common in the medical & healthcare and people monitoring & safety segments. Annual shipments of medical devices and people monitoring & safety devices are forecasted to grow to 11.0 million and 5.3 million respectively by the end of the forecast period Million Units Year New product innovation is also anticipated in the next coming years that will result in successful products not known today and annual shipments of these are predicted to grow at a CAGR of percent from 0.1 million units in 2015 to reach 20.0 million units in Bluetooth will remain the primary connectivity option in consumer centric wearables throughout the forecast period and smartphones will act as the principal hub for remote connectivity. The number of active cellular network connections from wearables is projected to grow from 1.0 million in 2015 to reach 29.0 million connections in The growth is driven by increasing adoption of cellular in the smartwatch category and the high adoption in the people monitoring & safety segment in which cellular connectivity already is the main technology for many types of devices. The most common connectivity option for wearable medical devices will be low power NFC technologies and Bluetooth which enable remote connectivity via medical monitoring system hubs. BYOD will have an increasing impact on the connected medical device category, especially for patient-driven models of connected care. Numerous merger & acquisition activities have taken place among wearables players in the past years. In August 2012, Google acquired the smartwatch vendor WIMM Labs. In April 2013, Jawbone acquired the wireless health tracking device vendor BodyMedia. Under Armour has in the past years acquired three mobile fitness services MapMyFitness, MyFitnessPal and Endomondo. Intel acquired the wearable device vendor Basis Science in March In 2015, Intel has also acquired the smart glasses vendor Recon Instruments and invested an additional US$ 25 million in the smart glasses vendor Vuzix. In May 2015, Fitbit acquired FitStar, a developer of health and fitness training apps. In June 2015, the textile-integrated wearable sensor specialist Clothing Plus was acquired by Jabil Circuit. Later in August 2015, the popular fitness app and wearable device vendor Runtastic was acquired by Adidas for US$ 240 million. Fossil Group furthermore acquired the connected wearable device vendor Misfit in November This report answers the following questions: Which are the main device categories within connected wearables? What are the main drivers on this market? What are the general technology trends for connected wearables? When will cellular connectivity be a common option in connected wearables? Which connected wearables offer the best potential for embedded cellular connectivity? Which are the leading wearables vendors? How will the markets for smart watches and fitness trackers converge? What new innovative wearables could become successes? Annual shipments of connected wearables, million units (World )

26 Table of Contents Executive summary 1 Introduction to wearable technology 1.1 Introduction Background Definitions 1.2 Market segments Infotainment & lifestyle Fitness & wellness People monitoring & safety Medical & healthcare Enterprise & industrial Government & military 1.3 Technologies and platforms Mobile operating systems and platforms Battery and processor technologies Wireless technologies Sensors Display technologies and user interface 2 Value chain and vendor landscape 2.1 Enabling technologies Hardware component vendors Mobile operating system vendors 2.2 Devices Smartphone and consumer electronics manufacturers Apparel and accessories companies Specialist vendors 2.3 Connectivity services and IoT platforms Wireless operators and managed service providers IoT platform providers 2.4 Apps and content Software application developers and content providers 3 Smartwatches 3.1 The smartwatch market Market size and major vendors Established smartphone vendors and watch brands enter the market 3.2 Smartwatches and wireless connectivity Bluetooth is the most common connectivity option today Major players pave the way for cellular connectivity in smartwatches 3.3 Company profiles and strategies Samsung: Multi-platform and multidevice strategy Pebble: From crowdfunding to mass market success Sony: Smartwatch veteran gets new life from Android Wear Apple: Enough scale to bet on its own platform Shanghai Nutshell Electronic: Focus on China LG Electronics: First to release a cellular Android Wear watch 4 Smart glasses 4.1 The smart glasses market Limited availability and experiments with features and use cases Imaging glasses, 3D viewing glasses and wearable VR/AR solutions Growth opportunities in the professional market segments 4.2 Smart glasses and wireless connectivity 4.3 Company profiles and strategies Recon Instruments: Focus on sports and an active lifestyle Vuzix: Wearable display specialist turns to the enterprise segment Epson: Aims at both professional and consumer segments Google: Glass Explorer Program showcased a plethora of use cases Kopin: Provides technology solutions to the smart glasses market 5 Connected fitness and activity trackers 5.1 The connected fitness and activity tracking market Market size and major vendors Fitness and activity tracking bands Bluetooth connected sports watches Other form factors 5.2 Fitness and activity trackers and wireless connectivity 5.3 Company profiles and strategies Jawbone: Wearable pioneer now offers a family of activity trackers Fitbit: Activity tracker market leader completes IPO Microsoft: Ventures in AR glasses, activity band and cross platform service Garmin: GPS sports watch giant grows with connected features OMsignal: Clothing with embedded sensors 6 People monitoring and safety devices 6.1 Family locator and consumer oriented locator devices Child locator devices Wearable locator devices for adults 6.2 Lone worker protection and offender monitoring devices Lone worker protection devices Offender monitoring devices 6.3 Next-generation telecare and mpers Mobile telecare and mpers devices Telecare activity monitoring solutions 6.4 Company profiles and strategies Filip Technologies: Developer of the Filip child locator wristwatch hereo: Start-up offers the hereo family locator watch and app Everon: Developer of GPS wristwatches for telecare and lone workers Numerex: Enters people monitoring markets through acquisition of Omnilink Limmex: Swiss telecare watch vendor ramping up sales globally LOSTnFOUND: Swiss asset tracking vendor entering the telecare market 7 Medical devices and miscellaneous 7.1 Medical devices The mhealth and home monitoring market Regulatory environment Wearable medical devices and implants 7.2 Additional connected wearable devices Wearable industrial computers Military devices Authentication and gesture control devices Other wearable devices 7.3 Company profiles and strategies Medtronic: Connected wearables for ECG monitoring and CRM patients Dexcom: Connected continuous glucose monitoring Proteus Digital Health: Innovative wireless ingestible sensors and wearables Zephyr Performance Systems: Betting on connected wearables Withings: Connected health and wellness targets consumers and companies Zebra Technologies: Wearable computers for the enterprise market 8 Market forecasts and trends 8.1 Global market outlook Market segments Regional market data Cellular connections 8.2 Market forecasts smartwatches On the verge to reach mass market adoption Connectivity strategies 8.3 Market forecasts smart glasses Opportunities in the professional and niche consumer segments Connectivity strategies 8.4 Market forecasts fitness and activity trackers Wrist worn activity trackers will face fierce competition from smartwatches High growth in other form factors 8.5 Market forecasts people monitoring and safety devices Wearables will be the most common form factor in family locators Great potential in next-generation telecare and mpers Modest growth in offender monitoring and lone worker devices 8.6 Market forecasts medical devices Cardiac Rhythm Management is the largest connected device category Connectivity strategies 8.7 Market forecasts other connected wearables 8.8 Market trends and drivers Wearables are at the intersection of fashion and technology The myriad of use cases is wearables killer app Long-term engagement: bringing it all together Connected wearables are part of the IoT revolution Wearables raise privacy and security concerns New M&A activities anticipated to take place in the wearables industry Glossary

27 M2M Research Series Fleet Management in Europe Fleet Management in Europe is the tenth consecutive report from Berg Insight analysing the latest developments on the fleet management market in this region. This strategic research report from Berg Insight provides you with 190 pages of unique business intelligence, including 5-year industry forecasts, expert commentary and real-life case studies on which to base your business decisions. Highlights from the tenth edition of this report: Insights from 50 new executive interviews with market leading companies. New data on vehicle populations and commercial fleets in Europe. Comprehensive overview of the fleet management value chain and key applications. In-depth analysis of market trends and key developments. Updated profiles of 94 aftermarket fleet management solution providers. Summary of OEM propositions from truck, trailer and construction equipment brands. Revised market forecasts lasting until Order now! Please visit our web site to order this report and find more information about our other titles at Berg Insight s M2M Research Series What are the key business opportunities in the emerging wireless M2M/IoT market? Berg Insight s M2M Research Series is a unique series of 25 market reports published on a regular basis. Each title offers detailed analysis of a specific vertical application area such as smart metering, fleet management or vehicle telematics. Once per year we also publish summaries of our research with detailed forecasts for the Global and European wireless M2M markets, respectively. See inside for further details

28 M2M Research Series The installed base of FM systems to double in the next 5 years Fleet management is an ambiguous term used in reference to a wide range of solutions for different vehicle-related applications. Berg Insight s definition of a fleet management solution is a vehicle-based system that incorporates data logging, satellite positioning and data communication to a backoffice application. The history of fleet management solutions goes back several decades. On-board vehicle computers first emerged in the 1980s and were soon connected to various satellite and terrestrial wireless networks. Today mobile networks can provide ubiquitous online connectivity at a reasonable cost and mobile computing technology delivers very high performance, as well as excellent usability. All of these components combined enable the delivery of vehicle management, transport management, driver management and mobile workforce management applications linking vehicles and enterprise IT systems. Commercial vehicle fleets play an essential role in the European economy. According to official statistics there were 36.1 million commercial vehicles in use in EU23+2 in The 5.9 million medium and heavy trucks accounted for more than 75 percent of all inland transports, forming a 250 billion industry. Approximately 0.8 million buses and coaches stood for 9.3 percent of all passenger kilometres. Last but not least, the greater part of the 29.5 million light commercial vehicles (LCV) in Europe was used by mobile workers and for activities such as distribution of goods and parcels. Berg Insight is of the opinion that the European fleet management market has entered a growth period that will last for several years to come. Individual markets may however suffer temporary setbacks, depending on the local economic developments. The number of fleet management systems in active use is forecasted to grow at a compound annual growth rate of 15.1 percent from 4.40 million units at the end of 2014 to 8.90 million by The penetration rate in the total population of non-privately owned commercial vehicles is estimated to increase from 14.8 percent in 2014 to 28.4 percent in A group of international aftermarket solution providers have emerged as the leaders on the European fleet management market. TomTom Telematics was the fastest growing vendor also in 2014 and has climbed to the number one spot in Europe ahead of Masternaut. Transics is ranked as the largest player in the heavy trucks segment with an estimated 90,000 active units installed. Other significant players include European companies such as Trakm8, Microlise, Million units Installed base of active fleet management units (EU ) 2019 Year Quartix, Tantalum Corporation, Orange Business Services, Vehco and Finder and international players like Trimble and Navman Wireless from the US, Astrata Europe from Singapore and the South African telematics providers DigiCore and MiX Telematics. All major truck manufacturers on the European market offer OEM telematics solutions as a part of their product portfolio. Mercedes-Benz, Volvo and Scania launched their first products in the 1990s followed by MAN in 2000, Renault Trucks in 2004, DAF Trucks in 2006 and Iveco in A major trend in the past years has been the announcements of standard line fitment of fleet management solutions. Since the end of 2011, Scania is rolling out the Scania Communicator as standard on all European markets and includes a ten year basic service subscription. The new generation of the Actros trucks from Mercedes-Benz contains the FleetBoard vehicle computer as standard in all EU27 countries since October Volvo is going in the same direction offering Dynafleet as standard in Europe. MAN TeleMatics is since July 2012 standard on the truck model TGX EfficientLine including a 4-month trial for the service. DAF Trucks will launch a completely new in-house developed solution in Q that will become standard on the larger truck models. The consolidation trend continues and numerous M&A activities took place in Fleetmatics acquired Ornicar in February 2015 a local FM solution provider in France adding around 15,000 vehicle subscriptions. In March 2015, a decision was made to merge the two Danaher Corporation owned companies Navman Wireless and Teletrac. Later in April, Orange Business Services acquired OCEAN that now operates as a subsidiary with the OCEAN brand name. Novatel Wireless announced a bid to acquire Digicore in June in a deal worth US$ 87 million. In the same month, Viasat announced to have acquired a controlling interest in Cefin Systems. Goldman Sachs Merchant Banking Division and GRO Capital announced the acquisition of Trackunit from the founders of the company in July. Thermo King acquired Celtrak in October. The latest transaction was done in November when Fleetmatics acquired Visirun in Italy adding 28,000 subscriptions and 3,000 clients. This report answers the following questions: What are the key drivers behind the adoption of FMS in Europe? What is the geographical and ownership structure of commercial vehicle fleets in Europe? Who are the leading international and regional providers of aftermarket fleet management solutions in Europe? What offerings are available from truck, trailer and construction equipment OEMs? What impact will the launch of standard factory installed FM systems from the OEMs have on the market? Will the FM industry consolidate further during 2016? How will the commercial vehicle telematics industry evolve in the future?

29 Table of Contents Executive summary 1 Commercial vehicle fleets in Europe 1.1 Light commercial vehicles 1.2 Medium and heavy trucks 1.3 Buses and coaches 1.4 Trailers and semi-trailers 1.5 Off-road construction and agriculture equipment 1.6 Ownership structure Statistical estimates by industry and company size Light commercial vehicle fleets Medium and heavy commercial vehicle fleets 2 Fleet management solutions 2.1 Fleet management infrastructure Vehicle segment GNSS segment Network segment Backoffice segment 2.2 Vehicle management Vehicle diagnostics and maintenance planning Security tracking 2.3 Driver management Driving data registration and analysis Eco-driving schemes Insurance risk management 2.4 Operations management Routing and navigation Transport management Mobile workforce management 2.5 Regulatory compliance and reporting Digital tachograph data download Electronic toll collection Other applications 2.6 Business models 3 Market forecasts and trends 3.1 Market analysis Fleet management installed base and unit shipments Regional market dynamics Fleet management vendor market shares Trailer telematics shipments, installed base and vendor market shares 3.2 Market drivers and barriers Macroeconomic environment Regulatory environment Competitive environment Technology environment 3.3 Value chain analysis Telematics industry players Automotive industry players Telecom industry players IT industry players 3.4 Future industry trends OEM fleet telematics market developments LCV manufacturers collaborating with aftermarket players Go-to-market strategy and pricing model evolution The emergence of alliances among FM solution vendors Insurance telematics for commercial fleets Fleet management services based on mobile app platforms Big data in the fleet management sector More Pan-European players to enter the scene Mergers and acquisitions to continue in The long-term evolution of the fleet management ecosystem 4 OEM products and strategies 4.1 Truck manufacturers Daimler Group Volvo Group Scania MAN Truck & Bus DAF Trucks Iveco 4.2 Construction equipment manufacturers Bobcat Caterpillar Deere & Company Hyundai Construction Equipment JCB Komatsu Volvo CE 4.3 Trailer manufacturers Schmitz Cargobull Krone Kögel 4.4 OE suppliers Actia Continental Stoneridge Electronics WABCO 4.5 Hardware and software providers Advantech Aplicom CalAmp ERM Advanced Telematics Falcom IAV John Deere Electronic Solutions Mobile Devices Pointer Telocation Quake Global Squarell Technology 5 International aftermarket solution providers 5.1 Astrata Europe 5.2 DigiCore (Ctrack) 5.3 Fleetmatics 5.4 Garmin and partners 5.5 Geotab 5.6 Masternaut 5.7 MiX Telematics 5.8 Navman Wireless 5.9 Telogis 5.10 Teletrac 5.11 TomTom Telematics 5.12 Transics a WABCO company 5.13 Trimble 5.14 Vehco 6 Regional aftermarket solution providers 6.1 Benelux and France EasyFleet Eliot GeoDynamics GPS-Buddy Groeneveld ICT Solutions Inter-Data IT Mobile Micpoint Novacom OCEAN Orange Business Services Ornicar RAM Mobile Data RouteVision Sabatier Geolocalisation Sedimap SoFleet (Synox Group) SuiviDeFlotte.net TEKSAT Telefleet Traqueur 6.2 Germany and Central Europe AROBS Transilvania Software CVS Mobile ETA Automatizari Industriale Finder Framelogic GPS Bulgaria i-cell ICOM Idem Telematics Logifleet Mireo mobileobjects Openmatics SAS Grup Sherlog Trace Spedion WebEye International Yellowfox 6.3 The Mediterranean Detector Frotcom International G4S Telematix GET Italia GMV Inosat Locatel Loqus Macnil Zucchetti Group MobileFleet Movildata Satdata Targa Telematics Tecmic Viasat Group Visirun Vodafone Automotive 6.4 Nordic countries EcoFleet Fleet Fleetech GateHouse Locus Total Car Trackunit 6.5 UK and Ireland Aeromark BigChange Blue Tree Systems Celtrak Crystal Ball GreenRoad Isotrak Matrix Telematics Microlise Quartix RAM Tracking Satmo Tantalum Corporation Trakm Transpoco Webtech Wireless Wejo Fleet Glossary

30 M2M Research Series Fleet Management in the Americas Fleet Management in the Americas is the fifth consecutive report from Berg Insight analysing the latest developments on the fleet management market in the Americas. This strategic research report from Berg Insight provides you with 220 pages of unique business intelligence, including 5-year industry forecasts, expert commentary and real-life case studies on which to base your business decisions. Highlights from this report: Insights from 40 new executive interviews with market leading companies. New data on vehicle populations and commercial fleets in Americas. Comprehensive overview of the fleet management value chain and key applications. In-depth analysis of market trends and key developments. Updated profiles of 79 aftermarket fleet management solution providers. Summary of OEM propositions from commercial vehicle brands. Revised market forecasts lasting until Order now! Please visit our web site to order this report and find more information about our other titles at Berg Insight s M2M Research Series What are the key business opportunities in the emerging wireless M2M/IoT market? Berg Insight s M2M Research Series is a unique series of 25 market reports published on a regular basis. Each title offers detailed analysis of a specific vertical application area such as smart metering, fleet management or vehicle telematics. Once per year we also publish summaries of our research with detailed forecasts for the Global and European wireless M2M markets, respectively. See inside for further details

31 M2M Research Series The top-10 FM providers in the Americas together have over 3 million active units Fleet management (FM) is an ambiguous term used in reference to a wide range of solutions for different vehicle-related applications. Berg Insight s definition of a fleet management solution is a vehiclebased system that incorporates data logging, satellite positioning and data communication to a backoffice application. The history of fleet management solutions goes back several decades. On-board vehicle computers first emerged in the 1980s and were soon connected to various satellite and terrestrial wireless networks. Today, mobile networks can provide ubiquitous online connectivity in many regions at a reasonable cost and mobile computing technology delivers very high performance, as well as excellent usability. All of these components combined enable the delivery of vehicle management, transport management, driver management and mobile workforce management applications linking vehicles and enterprise IT systems. Commercial vehicle fleets play an essential role in the economy in both North and Latin America. In North America, there are approximately 13.7 million GVW 3 8 commercial vehicles in use. Around 18 million lighter vehicles including GVW 1 2 vehicles and cars with no GVW are also owned by enterprises or public entities. In Latin America, the number of commercial vehicles in operation is estimated to 26.7 million, out of which 5.9 million are heavy trucks and 20.8 million are light commercial vehicles. Berg Insight is of the opinion that the market for fleet management in the Americas is in a growth period which will continue in the years to come. The advanced North American market will remain on a growth track, not the least driven by regulatory developments such the forthcoming ELD mandate. Latin America has traditionally presented a very different scenario, often requiring an educational process in order to extend the perception of fleet management beyond security-related aspects. The Latin American fleet owners have however also started to embrace functionality for optimisation of fleet operations to an increasing extent. Regulatory developments in the region are expected to influence the uptake of fleet management solutions positively by increasing the general awareness of telematics applications. Berg Insight expects the FM market to continue to show healthy growth in In North America, the number of systems in active use is forecasted to grow at a compound annual growth rate (CAGR) of 15.5 percent from 4.7 million units in 2014 to 9.7 million units by The penetration rate in the total population of non-privately owned commercial vehicles is estimated to increase from 16.4 percent in 2014 to 30.4 percent in In Latin America, the number of systems Million Units 2014 North America Latin America Year in use is projected to increase from 2.1 million units in 2014, growing at a CAGR of 14.6 percent to reach 4.1 million units in The penetration rate in the region is estimated to increase from 8.1 percent in 2014 to 14.5 percent in The leading FM providers in the Americas include a range of different actors. Some are focused on the heavy truck segment while others have substantial business within service fleets. Many players also have a broad market scope. Berg Insight ranks Fleetmatics as the largest provider of fleet management solutions in the Americas with an active installed base of over 500,000 units in the region at the end of The runners-up are Omnitracs and Trimble which have both reached estimated installed bases in the range of approximately 400,000 units. Telogis and Zonar System have both surpassed the milestone of 300,000 active units. Additional players with estimated installed bases of 100, ,000 active FM units in the Americas include Verizon Networkfleet, Geotab, Teletrac, Sascar, Position Logic and Spireon. Autotrac, NexTraq, Navman Wirless and Zatix are furthermore all estimated to have 70, ,000 units in the region. Other notable actors in Latin America include OnixSat in Brazil, Encontrack, Copiloto Satelital, Grupo UDA and Global Track in Mexico, WideTech and Satrack based in Colombia, Tastets System, Wisetrack, GPS Chile and GPS7000 in Chile, Hawk GPS in Argentina and Location World in Ecuador. Most vehicle manufacturers now offer factory-installed fleet telematics solutions either independently or through partnerships. Examples of OEMs which have introduced systems in the Americas include Daimler, Volvo, Paccar, Navistar, Ford, GM, Hino, Isuzu, MAN, Scania and Iveco. The OEM telematics initiatives in the Americas have intensified substantially in recent years. Large installed bases are now found on the North American market, not the least for systems powered by established aftermarket fleet management solution providers. The volumes are so far generally small in Latin America. The adoption is however expected to take off also in this region. Solutions supplied by the OEMs are anticipated to increase in importance across both continents in the Americas in the coming years. This report answers the following questions: Will the FM industry consolidate further during ? What is the geographical structure of commercial vehicle fleets in the Americas? Who are the leading international and regional providers of aftermarket fleet management solutions in the Americas? What offerings are available from commercial vehicle OEMs? How is the shift towards standard hardware affecting the market for fleet management solutions in the Americas? How are the regulatory developments in the Americas affecting the fleet management industry? What differences are there between the North and Latin American markets? How will the commercial vehicle telematics industry evolve in the future? Installed base of active fleet management units (Americas )

32 Table of Contents Executive summary 1 Commercial vehicle fleets in the Americas 1.1 The North American commercial vehicle market Registrations of commercial vehicles GVW Manufacturer market shares Ownership structure Trailers 1.2 The Latin American commercial vehicle market Registrations of commercial vehicles Manufacturer market shares 2 Fleet management solutions 2.1 Fleet management infrastructure Vehicle segment GNSS segment Network segment Backoffice segment 2.2 Vehicle management Vehicle diagnostics and maintenance planning Security tracking 2.3 Driver management Driving data registration and analysis Eco-driving schemes Insurance risk management 2.4 Operations management Routing and navigation Transport management Mobile workforce management 2.5 Regulatory compliance and reporting CSA Compliance, Safety, Accountability Hours-of-Service and electronic logging devices Fuel tax reporting Distracted driving Mandatory anti-theft systems in Brazil Other applications 2.6 Business models 3 Market forecasts and trends 3.1 Market analysis Installed base and unit shipments North America and Latin America Regional markets Vendor market share Trailer telematics Construction equipment telematics 3.2 Market drivers and barriers Macroeconomic environment Regulatory environment Competitive environment Technology environment 3.3 Value chain analysis Telematics industry players Automotive industry players Telecom industry players IT industry players 3.4 Future industry trends Fleet telematics adoption favoured by positive market developments Vehicle OEMs and aftermarket providers partner for factory-installed telematics Industry consolidation fosters emergence of leading global telematics giants Hardwired, mobile and hybrid telematics systems to co-exist The Internet of Transportation Things expands the addressable market 4 OEM products and strategies 4.1 Daimler Group 4.2 Ford 4.3 General Motors 4.4 Hino Trucks 4.5 Iveco 4.6 MAN Latin America 4.7 Navistar 4.8 Paccar 4.9 Scania 4.10 Volvo Group 5 International aftermarket solution providers 5.1 DigiCore (Ctrack) 5.2 Garmin and partners 5.3 MiX Telematics 5.4 Navman Wireless (Danaher) 5.5 Omnitracs 5.6 Position Logic (KORE Wireless) 5.7 Teletrac (Danaher) 5.8 Telogis 5.9 TomTom Telematics 5.10 Trimble 6 Regional aftermarket solution providers 6.1 North America Azuga Blue Tree Systems BSM Wireless (BSM Technologies) Cadec (PeopleNet) CalAmp CarrierWeb Certified Tracking Solutions Coretex CyntrX Donlen FieldLogix Fleet Complete Fleet Freedom Fleetilla Fleetmatics Fleetronix (Omnivations) Forward Thinking Systems Geotab GPS Insight GPS North America (Telular) GreenRoad ID Systems Inthinc Isotrak J. J. Keller Microlise NexTraq (FleetCor) Orbcomm Pedigree Technologies PeopleNet (Trimble) Positioning Universal Quartix Rand McNally Rocky Mountain Tracking (S7 Group) SkyBitz (Telular) Spireon Synovia Solutions TransCore Verizon Networkfleet Webtech Wireless (BSM Technologies) Zonar Systems 6.2 Latin America Autotrac Copiloto Satelital Encontrack FleTrack Global Track GPS Chile GPS Grupo UDA Gurtam Hawk GPS High Performance Solutions Inosat Ituran Location World LoJack OnixSat Pointer Telocation Positron Sascar (Michelin) Satrack Secar Bohemia Soltrack Tastets System Ubicamóvil Ultra WideTech Wisetrack Zatix Glossary

33 M2M Research Series Trailer and Cargo Container Tracking Trailer and Cargo Container Tracking is the fourth consecutive report from Berg Insight analysing the latest developments on the cargo container tracking and security market worldwide. This strategic research report from Berg Insight provides you with 190 pages of unique business intelligence including 5-year industry forecasts and expert commentary on which to base your business decisions. Highlights from this report: Insights from 40 new executive interviews with market leading companies. Comprehensive overview of the real-time cargo tracking value chain and key applications. In-depth analysis of market trends and key developments. Summary of major cargo tracking initiatives from the EU and the US. Updated profiles of 86 container tracking solution providers. Detailed forecasts by market vertical lasting until Order now! Please visit our web site to order this report and find more information about our other titles at Berg Insight s M2M Research Series What are the key business opportunities in the emerging wireless M2M/IoT market? Berg Insight s M2M Research Series is a unique series of 25 market reports published on a regular basis. Each title offers detailed analysis of a specific vertical application area such as smart metering, fleet management or vehicle telematics. Once per year we also publish summaries of our research with detailed forecasts for the Global and European wireless M2M markets, respectively. See inside for further details

34 M2M Research Series Strong growth for cargo container and trailer telematics in the next 5 years Trailer and cargo container tracking is a subsegment of asset tracking and aims to increase operational efficiency and make logistics chains more secure. Berg Insight s definition of a real-time tracking solution is a system that incorporates data logging, real-time positioning and data communication to a backoffice application. Trailer tracking is often a part of a fleet management solution including both the truck and trailer. The history of fleet management solutions goes back several decades while tracking and monitoring of shipping containers came in focus after 9/11. Today, mobile and satellite networks can provide ubiquitous online connectivity at a reasonable cost and mobile computing and sensor technology delivers high performance, as well as excellent usability. All of these components combined enable the delivery of supply chain management, security management and operations management applications linking trailers, containers, cargo and enterprise IT systems. In order to make freight transport efficient, products are packed into logistics units which can remain intact throughout the delivery chain. Smaller logistics units such as boxes and pallets are often grouped into larger units and loaded on semi-trailers, swap-bodies, air freight unit load devices (ULDs) or intermodal shipping containers. These loading units can be applicable to one or more modes of transport. Semi-trailers are mostly used in road transport, swap-bodies can be transferred between road and rail transport, ULDs are used in air freight transport and shipping containers can be carried on several transport modes. At the end of 2014, there were over 20 million intermodal containers and over 13 million trailers worldwide. Berg Insight estimates that shipments of remote tracking systems with cellular or satellite communication capabilities for cargo loading units including trailers, intermodal containers, air freight cargo containers, cargo boxes and pallets reached 0.43 million units worldwide in Growing at a compound annual growth rate of 28.5 percent, the shipments are expected to reach 1.5 million units in During the same period the installed base of remote tracking systems is forecasted to grow at a compound annual growth rate of 26.2 percent from 1.8 million units at the end of 2014 to 5.8 million units by Tracking of trailers and swap bodies is the largest market segment and accounted for 71.3 percent of the total installed base of tracking units on trailers and cargo containers at the end of Intermodal container tracking is the second largest segment with an installed base of 350,000 tracking units at the end of Million Units Installed base of active trailer and cargo container tracking units (World ) 2019 Year In the past year, AT&T has connected 290,000 of Maersk Line s fleet of refrigerated intermodal containers. An important technology partner in the project has been WAM Technologies which in October 2015 was acquired by ORBCOMM. In total, ORBCOMM has an installed base of 180,000 tracked trailers and containers. Savi Technology, Zenatek, Envotech, Honeywell Global Tracking, EPSa, Emerson and Track24 are also prominent vendors with solutions especially developed for tracking and monitoring of intermodal containers. The North American trailer tracking market is the most developed segment for tracking of trailers and cargo containers. The major actors include SkyBitz and Omnitracs that have more than 200,000 units installed each across the US, Canada and Mexico. Spireon and ID Systems are also important players with installed bases of 150,000 and 125,000 active units respectively. The cargo security specialist FreightWatch International has an active installed base of 60,000 units deployed on trailers and cargo containers. Mecomo, Idem Telematics, Agheera, Schmitz Cargobull, Novacom Europe and Transics have installed bases in the range of 14,000 48,000 units and are all major players on the European inland trailer and swap body telematics market. Sendum, Moog and OnAsset Intelligence are examples of actors which offer specialised solutions for real-time tracking of air freight cargo. There are also vendors offering disposable low cost tracking devices that are only meant to be used once such as Locus Traxx. Berg insight anticipates that there will be a strong focus on cargo transport security and increased supply chain visibility in the coming years. Tracking of trailers and intermodal containers are increasingly common and technology advancements allow for even smaller logistics units such as individual pallets or cargo boxes to be tracked at reasonable costs. Acceptance of remote tracking solutions is first established in specific use cases such as high value, time critical or refrigerated goods. Proving the commercial value for the various players in the transport value chain and bringing down the cost of hardware are key to increase the adoption rate for cargo tracking solutions. This report answers the following questions: Which are the leading providers of trailer and cargo container tracking solutions? What offerings are available from device vendors and service providers? What impact will international regulations and security initiatives have on the market? What are the key drivers behind the adoption of cargo tracking devices? What are the recent merger and acquisition activities on this market? What impact will technology advancements have on the market? How will the cargo telematics industry evolve in the future?

35 Table of Contents Executive summary 1 Global freight transportation overview 1.1 International merchandise trade Freight transportation modes Logistics units and containerisation Ports, terminals and trade lanes 1.2 Intermodal shipping containers Container fleet Container manufacturers Container ships Container ownership structure Container shipping companies Container leasing companies 1.3 Trailers, semi-trailers and ULDs Trailers and semi-trailers Air freight unit load devices 1.4 Other transport industry actors Consigner/Consignee Freight forwarders Customs and regulatory authorities Terminal operators and ground handlers 2 Container and trailer tracking solutions 2.1 Trailer and cargo container tracking infrastructure Trailer and cargo container segment GNSS segment Network segment Service segment 2.2 Supply chain management Cargo and inventory management Insurance risk management 2.3 Security management Theft, accident and damage security Terrorism, illegal and dangerous goods security 2.4 Trailer and container operations management Container and trailer management Container and trailer transport management 2.5 Regulatory compliance and reporting Supply chain security and environmental programs Tax collection 2.6 International container and cargo tracking technology initiatives The CONTAIN project The Integrity project The Smart CM project The Cassandra project The CORE project The ESA ARTES RTICM project The US Department of Homeland Security Cargo Security Programs The icargo project The RECON project The Apex-Secure Transit Corridors Project 2.7 Business models 3 Market forecasts and trends 3.1 Market analysis Installed base and unit shipments Regional markets Vendor market shares 3.2 Market drivers and barriers Macroeconomic factors Regulatory environment Competitive environment Technology environment 3.3 Value chain analysis Telematics industry players Cargo transport industry players Telecom industry players IT industry players 3.4 Future industry trends 4 European solution providers 4.1 AEON 4.2 Agheera 4.3 Arviem 4.4 CargoGuard 4.5 CSB Technologies 4.6 Envirotainer 4.7 EPSa 4.8 European Datacomm 4.9 Global Tracking Technology 4.10 Globe Tracker International 4.11 Idem Telematics 4.12 Identec Solutions 4.13 Kirsen Global Security 4.14 Kizy Tracking 4.15 KPN 4.16 Loksys Solutions 4.17 Macnil (Zucchetti Group) 4.18 Masternaut 4.19 Mecomo 4.20 Novacom Europe 4.21 Schmitz Cargobull 4.22 SecureSystem 4.23 Sycada 4.24 Transics (WABCO) 4.25 TRAXENS 4.26 Ubidata 4.27 Xmetra 4.28 Yellowfish 4.29 Zenatek 4.30 Zoca Container Security 5 North American solution providers 5.1 AT&T 5.2 Ayantra 5.3 BSM Technologies 5.4 CalAmp 5.5 DeWalt 5.6 Digi International 5.7 Digital Communications Technologies 5.8 e2e Logistics Consulting 5.9 Emerson 5.10 Fleetilla 5.11 FreightWatch International 5.12 Geoforce 5.13 Globalstar 5.14 Hi-G-Tek 5.15 Honeywell Global Tracking 5.16 icontrol 5.17 ID Systems 5.18 Intelleflex 5.19 Locus Traxx Worldwide 5.20 LoJack SCI 5.21 Moog Crossbow 5.22 Numerex 5.23 Omnitracs 5.24 OnAsset Intelligence 5.25 ORBCOMM 5.26 PearTrack Security Systems 5.27 Powers International 5.28 Purfresh 5.29 Quake Global 5.30 ReZolt 5.31 RSAE Labs 5.32 Savi Technology 5.33 SeeControl (Autodesk) 5.34 Sendum Wireless 5.35 SkyBitz 5.36 Spireon 5.37 TekTrap Systems 5.38 Track TrackPoint Systems 5.40 TrakLok International 5.41 Trimble 5.42 WAM Technologies (ORBCOMM) 6 Rest of World solution providers 6.1 Arknav 6.2 CartaSense 6.3 DigiCore (Novatel Wireless) 6.4 Eliron 6.5 Envotech 6.6 GlobalTrack 6.7 Loginno Logistic Innovation 6.8 TracerTrak (Pivotel) 6.9 Pointer Telocation 6.10 Queclink Wireless Solutions 6.11 Satlock 6.12 Starcom Systems 6.13 Swinnus 6.14 Turaco Business Logix Glossary

36 M2M Research Series Wireless IoT Connectivity Technologies and Markets Wireless IoT Connectivity Technologies and Markets summarizes the main trends in the Internet of Things covering embedded technology, networking and applications. This strategic research report from Berg Insight provides you with 160 pages of unique business intelligence including 5-year industry forecasts and expert commentary on which to base your business decisions. Highlights from the report: 360-degree overview of the IoT ecosystem. Comparison of wireless IoT connectivity technologies. IoT strategies of key players in the semiconductor and IT industries. Updated profiles of the main suppliers of IoT chipsets and modules. Summary of adoption trends and vendor strategies in key vertical market segments. Cellular IoT device market forecast until Order now! Please visit our web site to order this report and find more information about our other titles at Berg Insight s M2M Research Series What are the key business opportunities in the emerging wireless M2M/IoT market? Berg Insight s M2M Research Series is a unique series of 25 market reports published on a regular basis. Each title offers detailed analysis of a specific vertical application area such as smart metering, fleet management or vehicle telematics. Once per year we also publish summaries of our research with detailed forecasts for the Global and European wireless M2M markets, respectively. See inside for further details

37 M2M Research Series Beyond the hype what is the reality of IoT? Berg Insight estimates that 5.9 billion products with embedded microprocessors were sold worldwide in IoT is about networking these products as well as new device categories that can benefit from connectivity. Consumer products account for the vast majority of devices with embedded connectivity. Small appliances account for a third of the volume or roughly 2.0 billion units. Other top five categories are toys 1.0 billion, home entertainment 0.8 billion, HVAC equipment and controls 0.4 billion and home appliances 0.3 billion. Utility meters and motor vehicles are other significant categories with 0.2 billion and 0.1 billion units respectively. Berg Insight firmly believes that the main growth segments in the IoT market until 2020 will be established products which sell in significant volumes and incorporate some form of microprocessor technology. Devices and things that do not have any form of digital intelligence today may only represent significant opportunities in the longer term, as greenfield applications normally need considerable time to reach maturity. Consumer oriented products will dominate in terms of volume as few industrial or enterprise products are produced in very large quantities. Potential exceptions are smart infrastructure (e.g. smart cities and intelligent traffic systems) and smart agriculture. Governments and local authorities may propose the deployment of massive sensor networks for resource management, security, safety, environment, traffic and other needs. Such projects will however inevitably become highly complex, expensive, controversial and difficult to implement. The likelihood for any project announced in 2016 to become fully implemented by 2020 is therefore close to zero. Smart agriculture falls into the same category. Some best practices for improved efficiency in the farming and forestry industries using connected sensors will be developed until the end of this decade. Implementing them at full scale will however take several decades and requires massive financial support from governments. Berg Insight has identified six primary segments that are mainly consumer related and meet the mentioned criteria: energy meters, automotive, home appliances, HVAC equipment & controls, home entertainment and lighting. Moreover, connected wearables are by definition included among the major application categories. The diversity of the market is reflected in the fragmentation among IoT networking technologies due to the broad variety of application environments, communication needs and cost constraints Millions Annual shipments of cellular IoT devices (World ) 2020 Year IoT comprises everything from premium cars with the computing power of hundreds of microprocessors powered by an engine to low-cost sensors based on basic microcontrollers running on coin-cell batteries. One size does not fit all and therefore fragmentation will remain. Cellular technologies have a prominent role in the IoT market, enabling high value applications with significant data requirements. 2G technologies have dominated cellular IoT for many years, but recently there has been a rapid transition to 3G/4G, starting in North America and parts of Asia-Pacific. LTE Rel-13, due for publication in January 2016, will include several new enhancements that will facilitate the migration of IoT applications to 4G networks. The first set of enhancements are referred to as LTE-M, which defines a new low complexity device category type that supports reduced bandwidth, reduced transmit power, reduced support for downlink transmission modes, ultra-long battery life via power consumption reduction techniques and extended coverage operation. As a complement to LTE-M, a new narrowband radio technology called NB-IOT will be defined to provide improved indoor coverage, support of massive number of low-throughput, low-delay sensitivity, ultra-low device cost, lower device power consumption, and optimized network architecture. NB-IOT has good prospects to bridge the gap between cellular and emerging LPWA technologies such as Sigfox and LoRA. Another major group of wireless technologies relevant for IoT is wireless local area and personal area networks (WLAN/PAN). Established and emerging standards such as Wi-Fi, Bluetooth, ZigBee and Thread play a key role for networking in homes, buildings and other facilities. International standard organisations and their standards are important for the ecosystem by establishing common foundations for technologies and device interoperability. The adoption of various technologies and standards also depends on which type of network architecture they are designed for as different end-users and applications have very diverse requirements. Radio frequency availability is yet another important factor. This report answers the following questions: How will the wireless IoT technology market evolve over the next five years? What are the base requirements for adding connectivity to a device? Which vertical markets will become successful and which will fail? What drives the development of IoT value propositions from global OEMs and consumer brands? Why are the new standards LTE-M and NB-IOT so significant for the cellular IoT ecosystem? What are the prospects for emerging LPWA technology standards? What is the positioning of short-range technologies like Wi-Fi, Bluetooth, ZigBee and Thread in IoT?

38 Table of Contents Executive summary 1 Embedded systems and the Internet of Things 1.1 Introduction to embedded systems Market figures and key segments Technology trends Business and adoption trends 1.2 Embedded application environments Embedded hardware and chipsets Embedded software and applications End-to-end application platforms and solutions 1.3 Embedded connectivity and the Internet of Things 2 Wireless IoT connectivity technologies 2.1 Wireless technologies and standards International standard organisations Network architectures Unlicensed and licensed frequency bands 2.2 Cellular technologies G/3G networks G networks LTE-M and NB-IOT 2.3 LPWA and satellite technologies Proprietary and semi-proprietary LPWA technologies LoRa Sigfox Ingenu Wi-SUN Weightless Satellite technologies 2.4 WLAN/WPAN technologies Wi-Fi Bluetooth ZigBee WirelessHART Thread Z-Wave ULE DSRC 3 Semiconductor companies and module vendors 3.1 Semiconductor industry players ARM Holdings Intel Qualcomm Atmel Broadcom Cypress Dialog Semiconductor Marvell Mediatek Microchip NXP Semiconductors Renesas Samsung Electronics STMicroelectronics Texas Instruments Toshiba Semiconductors Altair Semiconductors GreenPeak Technologies Nordic Semiconductor SemTech Sequans Communications Silicon Labs 3.2 Cellular M2M/IoT module vendors Sierra Wireless Gemalto M2M Telit u-blox SIMCom Quectel Huawei ZTE WeLink Fibocom Other cellular module vendors 3.3 WLAN/WPAN M2M/IoT module vendors Adeunis RF Advantech Bluegiga Digi International GainSpan Ingenu Laird Technologies Lantronix Linear Technology Murata NWave Technologies Radiocrafts Sigma Designs Silex Technology 4 Key vertical markets 4.1 Automotive & Industrial OEM automotive Aftermarket automotive Industrial automation 4.2 Infrastructure Smart grids Smart cities Intelligent traffic systems 4.3 Consumer & Home IoT platforms for the consumer market Smart homes and building automation Consumer electronics, small appliances and toys 5 Market analysis and forecasts 5.1 IoT market analysis Insights from the US IoT market Market positioning of major network technologies 5.2 Cellular technologies Cellular IoT device shipments Vertical markets Regional markets Technology standards 5.3 LPWA technologies 5.4 WLAN/WPAN technologies Glossary

39 M2M Research Series The Global Automotive OEM Telematics Market The Global Automotive OEM Telematics Market is the second consecutive report from Berg Insight analysing the latest developments on the connected car market worldwide. This strategic research report from Berg Insight provides you with 180 pages of unique business intelligence including 5-year industry forecasts and expert commentary on which to base your business decisions. Highlights from the report: Insights from numerous executive interviews with market leading companies. New data on car populations and new car registrations worldwide. Comprehensive overview of the car OEM telematics value chain and key applications. In-depth analysis of market trends and key developments. Detailed profiles of 17 major car OEMs and their telematics propositions. Market forecasts by region lasting until Order now! Please visit our web site to order this report and find more information about our other titles at Berg Insight s M2M Research Series What are the key business opportunities in the emerging wireless M2M/IoT market? Berg Insight s M2M Research Series is a unique series of 25 market reports published on a regular basis. Each title offers detailed analysis of a specific vertical application area such as smart metering, fleet management or vehicle telematics. Once per year we also publish summaries of our research with detailed forecasts for the Global and European wireless M2M markets, respectively. See inside for further details

40 M2M Research Series Shipments of embedded OEM telematics systems to reach 56 million units in 2020 Telematics is a broad term that may be applied to a wide range of automotive connectivity solutions. Berg Insight s definition of a car telematics system in this report is an automatic system designed for passenger cars that incorporates some form of cellular communication. Mobile networks have enabled online connectivity with two-way communication at the same time as GPS technology has been commoditised to the extent that satellite positioning can be integrated into virtually any device. Automotive manufacturers can choose between several connectivity options when creating connected car services, which are not mutually exclusive. The main options are embedded telematics devices, tethered devices and integrated smartphones. With embedded systems the connectivity and intelligence is built into the car. In the case of tethered devices, the connectivity is provided by an external modem or handset while the intelligence is built into the car. Solutions relying on integrated smartphones leverage the connectivity and intelligence built into the smartphone. Carmakers often use a combination of these options to address different customer requirements and keep pace with the rapid development of mobile technology. Several categories of car telematics applications are now offered on a commercial basis by most leading carmakers. Examples include ecall and roadside assistance, stolen vehicle tracking (SVT), vehicle diagnostics, connected navigation and infotainment, as well as convenience applications. Convenience applications mainly rely on embedded telematics devices to enable remote control of vehicle functions such as door lock/unlock, vehicle preconditioning (heating or cooling of the passenger compartment before a trip) and finding the last parking position. Several other applications also exist, for instance usage-based insurance, leasing and rental fleet management, as well as electronic toll collection and road charging. However, these applications are usually offered by aftermarket service providers. The connected car is a major trend in the automotive industry and virtually all of the world s leading carmakers have launched massmarket services in key regions. The drivers behind adoption of OEM telematics are both commercial and regulatory. Regulatory initiatives related to safety and security will have a decisive effect on the adoption of OEM telematics in Europe and Latin America. The EU s ecall initiative and Russia s ERA-GLONASS set the sight on making an automatic emergency call device a mandatory safety feature in all new cars sold. Brazil s government for its part is pushing car manufacturers Million Units Installed base of active embedded car OEM telematics units (World ) 2020 Year to install security tracking devices on all vehicles sold in the country through the so called CONTRAN 245 mandate. In North America, commercial services have driven the adoption of OEM telematics services that have evolved from being a differentiator to a mainstream feature now offered by nearly all the leading car brands on a majority of their models. Berg Insight estimates that nearly 15 percent of all new cars sold worldwide in 2014 were equipped with an OEM embedded telematics system, up from 12 percent in North America is the most advanced market with an attach rate of 34 percent. Other developed markets such as Europe, Japan and South Korea currently have attach rates of percent. China has emerged as an important market for telematics services with an attach rate of about 8 percent in In other regions, the attach rate is only 1 5 percent. GM and BMW are the leading adopters of embedded telematics, widely offering the technology as a standard feature across models and geographies. GM has offered telematics services for more than a decade, offering the technology as an integral part of its value proposition in North America and China. Since August 2015, GM is also launching the OnStar service throughout Europe. BMW introduced its ConnectedDrive service in North America and Western Europe in ConnectedDrive has since become a standard feature on a growing number of models, now available in nearly 40 countries on all continents. Other major car brands offering embedded telematics on a broad scale include PSA, Hyundai, FCA Group, Toyota, Renault and Volvo. Berg Insight estimates that total shipments of embedded OEM telematics systems reached 11 million units worldwide in Growing at a compound annual growth rate of 31.1 percent, the shipments are expected to reach 56 million units in The number of telematics subscribers using embedded systems is forecasted to grow at a compound annual growth rate of 39.9 percent from 20.5 million subscribers in 2014 to million in However, by 2020 many users will only have access to safety services such as ecall. Berg Insight forecasts that the number of active subscribers using at least one additional premium telematics service will grow to about 110 million worldwide at the end of This report answers the following questions: What is the current status of the car OEM telematics industry? Which are the key OEM telematics applications? How will regulatory developments affect the telematics industry? Which are the leading telematics service providers? How are mobile operators positioning themselves in the telematics value chain? What telematics offerings are available from the leading car OEMs today? What business models are used by car OEMs? How will the market evolve in Europe, North America, Latin America, Asia-Pacific and MEA?

41 Table of Contents Executive summary 1 The global passenger car market 1.1 Introduction Passenger cars in use by region New passenger car registration trends 1.2 Car manufacturers Toyota Motor Corporation Volkswagen Group General Motors Renault-Nissan Alliance Ford Motor Company Hyundai Motor Group Fiat Chrysler Automobiles BMW Group Daimler Group Honda Motor 1.3 Overview of car OEM telematics services Embedded and hybrid telematics systems Car OEM telematics services in North America Car OEM telematics services in Europe Car OEM telematics services in Asia- Pacific Business models 1.4 Regulatory compliance Vehicle security, safety and emergency call regulations Vehicle emissions 1.5 Market trends Hybrid electric, plug-in hybrid electric and all-electric vehicles Car sharing and personal transportation as a service ADAS and autonomous driving technologies 2 Car telematics solutions 2.1 Car telematics infrastructure Vehicle segment Tracking segment Network segment Service segment 2.2 Car telematics applications ecall and roadside assistance Stolen vehicle tracking Motor insurance telematics Vehicle diagnostics and maintenance Leasing and rental fleet management Electronic toll collection and congestion charging Remote control and convenience services Connected navigation and infotainment Wi-Fi hotspot 2.3 Connectivity options Tethered devices Integrated smartphone solutions Embedded connectivity solutions SIM solutions and embedded UICC 3 OEM telematics propositions 3.1 BMW Overview of BMW group passenger car models BMW ConnectedDrive infotainment and mobility services The MINI Connected smartphone integration system 3.2 Daimler Group Overview of Mercedes-Benz passenger car models The COMAND Online infotainment system Mercedes-Benz connected services COMAND Online and Connect Me services in Europe Mbrace: Mercedes-Benz connected service platform in the US 3.3 Fiat Chrysler Automobiles Overview of Fiat Chrysler Automobiles passenger car models The Uconnect infotainment systems Uconnect Access connected services 3.4 Ford Motor Company Overview of Ford passenger car models The Ford SYNC infotainment system Ford SYNC connected services 3.5 General Motors Overview of the main GM passenger car brands GM OnStar telematics services Connected infotainment systems and apps 3.6 Honda Motor Company Overview of Honda and Acura passenger car models Overview of Honda and Acura telematics solutions The HondaLink in-car connectivity system The AcuraLink connected car systems and services 3.7 Hyundai Motor Group Overview of Hyundai and Kia passenger car models Overview of the Hyundai Motor Group s telematics solutions The Hyundai Blue Link telematics service in the US The Kia UVO infotainment system and UVO telematics services 3.8 Jaguar Land Rover Automotive Overview of Jaguar Land Rover passenger car models Jaguar Land Rover InControl telematics services 3.9 Mazda Motor Corporation Overview of Mazda passenger car models The Mazda Connect infotainment system 3.10 Nissan Motor Company Overview of Nissan and Infiniti passenger car models The Nissan CARWINGS telematics service The Infiniti Connection connected car services The NissanConnect and Infiniti InTouch connected infotainment systems 3.11 PSA Peugeot Citroën Overview of Peugeot and Citroën passenger car models PSA Peugeot Citroën telematics services 3.12 Renault Group Overview of Renault and Dacia passenger car models The Carminat TomTom and Renault R-Link connected infotainment systems 3.13 Subaru Overview of Subaru passenger car models The Subaru STARLINK infotainment and smartphone connectivity system G-BOOK telematics services in Japan 3.14 Tesla Motors Overview of Tesla passenger car models Tesla telematics and infotainment services 3.15 Toyota Motor Corporation Overview of Toyota and Lexus passenger car models Overview of Toyota and Lexus telematics services New T-Connect and G-LINK telematics services for the Japanese market Entune/Enform and Safety Connect telematics services for North America The Toyota T-Connect telematics services in the Middle East Toyota and Lexus connected infotainment systems in Europe 3.16 Volkswagen Group Overview of Volkswagen Group passenger car brands and models The Audi Connect telematics service The Porsche Car Connect telematics service The Volkswagen Car-Net telematics services 3.17 Volvo Car Group Overview of Volvo passenger car models The Volvo On Call telematics service The Volvo Sensus Connect infotainment system 4 Telematics solution providers 4.1 Telematics service providers Airbiquity Altea Beijing Yesway Information Technology Connexis Octo Telematics PATEO SiriusXM Connected Vehicle Services WirelessCar 4.2 Mobile operators AT&T Deutsche Telekom Sprint Telefónica Group Verizon Communications and Verizon Telematics Vodafone and Vodafone Automotive 5 Market forecasts and trends 5.1 Car telematics market forecasts Car sales forecast Car telematics in the EU28+EFTA and Eastern Europe Car telematics in North America Car telematics in Latin America Car telematics in Asia-Pacific Car telematics in the Middle East and Africa Hardware and service revenue forecast Data modem chipset shipments by technology 5.2 Application trends Mass market safety services driven by regional mandates OEM SVT services compete with aftermarket services in many countries Connected navigation faces competition from free smartphone apps Cloud-based systems facilitate delivery of connected infotainment services Remote control features become standard CRM solutions and vehicle diagnostics enable improved customer care Usage-based insurance to remain an aftermarket service in most countries Privacy concerns may block satellite tracking systems for road charging Wi-Fi hotspots enable convenient connectivity for passengers 5.3 Value chain analysis Automotive suppliers Telematics service providers Car manufacturers Telecom industry players Software, application and content suppliers Glossary

42 M2M Research Series M2M Applications in the Oil and Gas Industry M2M Applications in the Oil and Gas Industry is the third consecutive report from Berg Insight analysing the latest developments on the use of wireless M2M technologies in this industry vertical worldwide. This strategic research report from Berg Insight provides you with 140 pages of unique business intelligence, including 5-year industry forecasts, expert commentary and real-life case studies on which to base your business decisions. Highlights from this report: 360-degree overview of the M2M ecosystem in the oil & gas industry. Insights from 30 new executive interviews with market leading companies. Comprehensive overview of the value chain and key applications. In-depth analysis of market trends and key developments. Detailed profiles of 64 key players in this market. Updated market forecasts lasting until Order now! Please visit our web site to order this report and find more information about our other titles at See inside for further details Berg Insight s M2M Research Series What are the key business opportunities in the emerging wireless M2M/IoT market? Berg Insight s M2M Research Series is a unique series of 25 market reports published on a regular basis. Each title offers detailed analysis of a specific vertical application area such as smart metering, fleet management or vehicle telematics. Once per year we also publish summaries of our research with detailed forecasts for the Global and European wireless M2M markets, respectively.

43 M2M Research Series What s next for the M2M application market in the oil and gas industry? M2M is an abbreviation for machine-to-machine, or technology that supports wired or wireless communication between devices. M2M technology has evolved from telemetry which is a technology that allows the remote measurement and reporting of information of interest to the system operator. Supervisory Control And Data Acquisition (SCADA) systems are centralized systems that utilize telemetry to monitor and control remote facilities. SCADA, telemetry and M2M solutions can be found throughout the oil & gas value chain including applications such as drill and well monitoring, fiscal metering and pipeline monitoring. Today, M2M and telemetry are integrational parts of the broader term Industrial Internet of Things (IIoT). The oil & gas industry is characterized by remote and inaccessible facilities where wireless communication in many cases is the only viable option for transferring data. Wireless technologies such as private radio, cellular and satellite communication can provide ubiquitous online connectivity at reasonable cost and deliver very high performance, as well as excellent availability. All of these components combined enable the delivery of operations management, equipment management and regulatory compliance applications linking remote equipment and enterprise IT systems. Berg Insight estimates that shipments of oil & gas M2M devices featuring cellular or satellite communication capabilities reached 0.12 million units worldwide in Growing at a compound annual growth rate of 21.0 percent, shipments are expected to reach 0.30 million in Compound annual growth rates for cellular and satellite based devices will be 21.1 percent and 20.6 percent respectively during the same period. The installed base of oil & gas M2M devices is forecasted to grow at a compound annual growth rate of 20.1 percent from 0.5 million units at the end of 2014 to 1.25 million units by The installed base of cellular and satellite based M2M devices in 2019 are forecasted to be 0.99 million units and 0.27 million units respectively. Berg Insight anticipates that pipeline monitoring and tank monitoring will be the top M2M applications in the oil & gas industry. On-shore well field equipment monitoring will be the most common wireless application in the upstream segment. Major M2M companies, oil & gas M2M specialists and global industrial technology companies are active on the wireless M2M application market in the oil & gas industry. Sierra Wireless, Digi International, Calamp, Orbcomm and Numerex are major M2M players that deliver Thousand Units Installed base of active wireless M2M units in the oil and gas industry (World ) Year solutions to a wide range of industries including oil & gas. FreeWave Technologies is an important vendor of M2M private radio solutions to the North American upstream and midstream oil & gas market. Pason Systems and Zedi are Canadian based companies which are major vendors of specialized field instrumentation, equipment, services and M2M solutions for the upstream and midstream segments. CriticalControl, Elecsys, DataOnline, ZTR Control Systems, elynx Technologies, Willowglen Systems, Oleumtech, AMCi Wireless and American Innovations are providers of specialised wireless M2M solutions for remote control, monitoring and automation in oil & gas. TankLink, ISA, Sensile Technologies, Silentsoft, Powelectrics and Silicon Controls are major vendors of remote monitoring solutions for oil & gas storage tanks in the downstream segment. In addition to specialised M2M players, important actors are also found among global industrial companies. Emerson, Siemens, General Electric, Schneider Electric, Honeywell, ABB and Rockwell Automation are all major providers of wireless monitoring and control solutions to the oil & gas industry. Wireless M2M solutions have become increasingly popular in oil & gas applications in the past few years. The main drivers for adoption are safety and environmental concerns, regulatory compliance and demand for improved operational efficiency. In 2014, M2M in oil & gas experienced strong growth levels. However, growth slowed down considerably at the end of the year when oil prices which started decreasing in July 2014 reached half of previous levels. North America is the leading region for wireless M2M in oil & gas and energy producers in the region were particularly affected by the price drops which resulted in halted investments. This change in the market has however led to an increased focus on cost savings and efficiency. New technology and solutions with a demonstrated high ROI are prioritised, especially when combined with Solution-as-a-Service business models which minimise the initial investment. Automation, remote control and monitoring are extra important in order to make it cost effective to extract, transport and distribute unconventional resources such as shale gas and tight oil. This report answers the following questions: Which are the leading wireless M2M solution providers for oil and gas applications? What offerings are available from device vendors and service providers? What impact will new regulations have on the market? What are the key drivers behind the adoption M2M applications? What impact will technology advancements have on the market? What is the split between cellular and satellite connectivity? What impact will the exploration of unconventional resources have on the market? How will the oil & gas M2M app market evolve in the future?

44 Table of Contents Executive summary 1 The oil and gas industry 1.1 Introduction to the oil and gas industry 1.2 Oil and gas industry players International and national oil companies OPEC Independent Oil and gas exploration and production companies Oil and gas service companies 1.3 The worldwide oil and gas market Oil and gas reserves distribution Oil and gas production Oil and gas consumption 1.4 Oil and gas production and distribution Exploration, development and production Transportation and storage Refining and marketing 2 Wireless M2M solutions in the oil and gas sector 2.1 Wireless M2M infrastructure in oil and gas Facilities segment Service segment Network segment 2.2 Operations management Exploration and production management Distribution and marketing management Remote site communications 2.3 Equipment management Equipment diagnostics and maintenance planning Security and Safety 2.4 Regulatory compliance and reporting Regulations Tax collection 2.5 Business models and project strategies 3 Market forecasts and trends 3.1 Market analysis Installed base and unit shipments Vertical markets Regional markets Major Vendors 3.2 Market drivers and barriers Macroeconomic environment Regulatory environment Competitive environment Technology environment 3.3 Value chain analysis Wireless M2M and telemetry industry players Industrial technology industry players Oil and gas industry players Wireless operators and managed service providers IoT platform and IT industry players 3.4 Future industry trends 4 Norh American device and solution vendors 4.1 Advantis 4.2 AMCi Wireless 4.3 American Innovations 4.4 Apprion 4.5 Atek Access Technologies 4.6 Banner Engineering 4.7 Belden 4.8 Bentek Systems 4.9 CalAmp 4.10 Critical Control Energy Services 4.11 DataOnline 4.12 Digi International 4.13 Elecsys 4.14 elynx Technologies 4.15 Emerson 4.16 FreeWave Technologies 4.17 General Electric 4.18 Geoforce 4.19 High Tide Technologies 4.20 Honeywell 4.21 Independent Technologies 4.22 M2M Data Corporation 4.23 Numerex 4.24 OleumTech 4.25 Orbcomm 4.26 Pason Systems 4.27 Pedigree Technologies 4.28 Quake Global 4.29 Red Lion 4.30 Rockwell Automation 4.31 Sierra Wireless 4.32 SPOC Automation 4.33 Telog Instruments 4.34 Telular (SkyBitz, TankLink) 4.35 Trimble 4.36 Vizimax 4.37 WellAware 4.38 Willowglen Systems 4.39 Wireless Seismic 4.40 Xenon 4.41 Zedi 4.42 ZTR Control Systems 5 European and Rest of World device and solution vendors 5.1 ABB 5.2 Eaton 5.3 Eurotech 5.4 GasSecure 5.5 ISA 5.6 Moxa 5.7 Pacific Controls 5.8 Powelectrics 5.9 PSI 5.10 Racom 5.11 Schneider Electric 5.12 Semaphore 5.13 Sensile Technologies 5.14 Sercel 5.15 Siemens 5.16 Silentsoft 5.17 Silicon Controls 5.18 SRETT 5.19 WFS Technologies 5.20 Wireless Innovation 5.21 Yokogawa 5.22 Zencus Glossary

45 M2M Research Series Retail M2M and IoT Applications Retail M2M and IoT Applications is the fourth consecutive report from Berg Insight that gives first-hand insights into the adoption of wireless connectivity in the vending, parking, ticketing, ATM, digital signage and POS terminal markets. This strategic research report from Berg Insight provides you with 190 pages of unique business intelligence including 5-year industry forecasts and expert commentary on which to base your business decisions. Highlights from the fourth edition of the report: Insights from 30 new executive interviews with market leading companies. Overview of the payment, vending, digital signage, parking, transport ticketing and ATM industries. Summary of industry trends and developments in each vertical market segment. Updated in-depth profiles of 105 key players in the retail industry. Reviews of vendor market shares and competitive dynamics. Perspectives on the impact of emerging mobile payment services. Extensive global and regional market forecasts lasting until Order now! Please visit our web site to order this report and find more information about our other titles at Berg Insight s M2M Research Series What are the key business opportunities in the emerging wireless M2M/IoT market? Berg Insight s M2M Research Series is a unique series of 25 market reports published on a regular basis. Each title offers detailed analysis of a specific vertical application area such as smart metering, fleet management or vehicle telematics. Once per year we also publish summaries of our research with detailed forecasts for the Global and European wireless M2M markets, respectively. See inside for further details

46 M2M Research Series Cellular M2M connections in the retail industry reached 23 million in 2014 The retail industry is an important vertical for cellular M2M connectivity with 23.1 million cellular connections today and a total market size of nearly 113 million POS terminals, ATMs, vending machines, parking meters, digital signs and fare collection devices worldwide. Berg Insight forecasts that the number of cellular M2M connections in the retail industry will grow at a compound annual growth rate (CAGR) of 13.9 percent to reach 44.3 million connections worldwide in Shipments of cellular M2M devices will at the same time increase at a CAGR of 7.1 percent from 9.4 million units in 2014 to 13.2 million units in Cellular M2M technology enables devices such as POS terminals and ATMs to be used at new locations where fixed line connectivity is unavailable or impractical. The technology has a more transformational effect on markets such as vending and parking, where machine operators need to reorganize their operations in order to benefit from the availability of real-time information. The installed base of connected vending machines in North America reached 0.56 million units at the end of 2014, whereas the corresponding figure for EU28+2 was 0.15 million units. The market is still in an early stage as penetration rates for North America and Europe are at 9.3 percent and 3.9 percent respectively. However, vending is also one of the fastest growing segments for connectivity solutions in the retail industry, driven by demand for cashless payment and vending telemetry solutions. The North American market is projected to grow at a CAGR of 18.9 percent between 2014 and 2019, reaching 1.3 million connected vending machines at the end of the period. Similarly, the European market is forecasted to grow at a CAGR of 28.2 percent to reach 0.5 million connections by The parking industry has been one of the earliest adopters of M2M communication technology and today approximately 60 percent of the world s 465,000 multi-space meters are connected, primarily to cellular networks. This penetration rate will continue to increase steadily throughout the foreseeable future, as nearly all new multi-space meter deployments have connectivity as a requirement. Connectivity has in contrast to this only recently become an optional feature in singlespace meters and today only 6 percent of the single-space meters in the world are connected. However, connected single-space meters have recently had a breakthrough in the North American market, where mixed deployments that comprise both single-space and multi-space meters are becoming common. The share of single-space meters that incorporate connectivity is as a result now increasing rapidly and expected to reach 22 percent by Million Connections Cellular M2M network connections in the retail industry (World ) 2019 Year Cellular connectivity has become a very popular option for POS terminals and was incorporated in more than one third of the devices shipped in The wireless technology has an important role in facilitating the global adoption of electronic payments, as it enables the rollout of POS terminals to many new market segments as well as regions where the fixed line telecommunications infrastructure is less developed. Berg Insight forecasts that the installed base of cellular POS terminals will grow at a CAGR of 7.2 percent between 2014 and 2019 to reach 39.2 million units worldwide in 2019, driven especially by growth in emerging markets. Digital signage solutions have found their way into nearly every possible vertical market and a wide variety of application areas. The untapped market potential is nevertheless still vast and growth is showing no signs of slowing down. Berg Insight forecasts that global shipments of display screens for digital signage will grow from 7.3 million units in 2014 at a compound annual growth rate (CAGR) of 18.7 percent to reach 17.2 million units by Cellular connectivity is very useful for applications such as temporary signs and in locations where access to fixed line communications is not available or costly to obtain. However, cellular is expected to remain a niche connectivity technology due to the higher costs associated with the technology, especially in bandwidth-intensive applications. Cellular connectivity is incorporated in more than 0.1 million fare collection devices worldwide today, such as on-board ticket vending machines, stationary vending machines and handheld ticket sales terminals. Berg Insight anticipates that the market potential for cellular connectivity in public transport will expand as account-based fare collection systems gain ground and increase the need for real-time communication. However, the number of fare collection devices that incorporate cellular connectivity is likely to remain relatively modest, as many fare collection devices can share a communication line with other equipment. This report answers the following questions: What is the potential market size for wireless M2M communication in the retail industry? Which are the key applications that offer sizable business opportunities? Which trends and developments are shaping each vertical market segment? Which are the leading providers of vending telemetry solutions? How is the market for wireless ATM connectivity solutions developing? Which are the leading providers of connected parking meters? How many connected digital signs are there worldwide? What is the attach rate for cellular connectivity in POS terminals by region? How is the market for public transport fare collection systems evolving?

47 Table of Contents Executive summary 1 POS terminals and ATMs 1.1 The card payments industry 1.2 Payment infrastructure Overview of the POS terminal market POS terminal form factors Overview of the ATM market ATM form factors 1.3 Evolution of electronic payments EMV migration Adoption of wireless M2M communication Rollout of NFC-ready terminals 1.4 POS terminal vendors CCV CyberNet Brookfield Equinox ID Tech Ingenico PAX Technology REA Card Spire Payments SZZT Electronics VeriFone Worldline 1.5 ATM manufacturers and connectivity solution providers Contour Networks Diebold Digi International DPL Group NCR OptConnect Triton Wincor Nixdorf 2 Vending machines 2.1 Overview of the vending machine industry 2.2 Vending industry players Vending technology providers Vending machine manufacturers Product suppliers Vending operators 2.3 Payment systems Coin mechanisms and bill validators Cashless payments Mobile phone payments and NFC 2.4 Vending telemetry and software Remote monitoring of vending machines Vending management systems 2.5 Connected vending machines Europe North America Rest of World 2.6 Vending telemetry and cashless payment solution providers BiTX Cantaloupe Systems Deutsche Telekom Distrilog Ingenico Group Materna Mecsel Nayax On Track Innovations Prosa Smarcom USA Technologies Vending Management Services Vendon VendScreen VendSys Vianet Group 2.7 Vending machine manufacturers Automated Merchandising Systems Azkoyen Group Bianchi Vending Group Crane Deutsche Wurlitzer FAS International Fastcorp Fuji Electric Jofemar N&W Global Vending Rheavendors Group Royal Vendors SandenVendo Seaga Sielaff Westomatic Wittern Group 2.8 Vending operators Aramark Pelican Rouge Group Canteen Vending Services Selecta Sodexo 3 Parking meters 3.1 The parking industry Parking industry players Single-space and multi-space meters in Europe and North America Pay-by-phone parking 3.2 Connected parking meters Mobile data communication solutions for parking meters Connected multi-space parking meters Connected single-space parking meters 3.3 Parking solution vendor profiles Cale Access Digital Payment Technologies Duncan Solutions Hectronic IPS Group MacKay Meters METRIC Parkare Group Parkeon POM 3.4 Private parking operators 4 Public transport ticketing 4.1 Modal split of passenger transport 4.2 Bus and rail fleets 4.3 Fare collection systems Fare payment Fare collection devices Installed base Mobile data communication solutions 4.4 Fare collection system vendors Cubic Transportation Systems Indra Scheidt & Bachmann Thales Vix Technology Xerox FARA INIT IVU METRIC 5 Digital signage 5.1 Overview of the digital signage industry 5.2 The digital signage value chain Display screen vendors Media player vendors Content management system providers Installers, system integrators and network operators 5.3 Application areas Retail Office and enterprise Healthcare Transportation Education Foodservice Outdoor signage 5.4 Evolution of the digital signage industry From non-connected to connected digital signs Media player form factors Display technologies 5.5 Media player vendors Advantech AOPEN Arrow Electronics BrightSign Hewlett-Packard IAdea ibase Rikomagic Shuttle 5.6 Display screen vendors DynaScan Elo Touch Solutions LG Electronics NEC Display Solutions Panasonic Planar Samsung Electronics Sharp 5.7 Content management system providers BroadSign Four Winds Interactive Grassfish Industry Weapon Rise Vision RMG Networks Scala Signagelive STRATACACHE Wondersign 6 Forecasts and conclusions 6.1 Wireless M2M in the retail industry Cellular M2M device shipments Cellular M2M network connections 6.2 Market trends and drivers Uptake of wireless M2M in POS terminals is steady while NFC surges ATMs in offsite locations benefit from cellular connectivity Vending operators benefit from cashless payments and telemetry The parking meter industry leads in the adoption of wireless M2M Public transport ticketing will move to systems with real-time authorization Digital signage is becoming a central platform for digital marketing 6.3 Market forecasts POS terminals ATMs Vending machines Parking meters Public transport ticketing Digital Signage Glossary

48 POS Terminals and Wireless M2M Digital Signage M2M and IoT Applications Digital Signage M2M and IoT Applications is a comprehensive report from Berg Insight analysing the latest developments on the global digital signage market. This strategic research report from Berg Insight provides you with 50 pages of unique business intelligence including 5-year industry forecasts and expert commentary on which to base your business decisions. Highlights from the first edition of the report: Detailed analysis of the digital signage industry. Summary of the latest industry trends and developments. Updated in-depth profiles of key players in the digital signage markets. Reviews of vendor strategies and competitive dynamics. Perspectives on the impact of new technological advancements. Extensive global and regional market forecasts lasting until The number of connected digital signage displays will reach 63.8 million in 2019 Digital signage is an ambiguous term used in reference to a wide range of solutions for presenting media and information on display screens. There is no universally accepted definition on what the term encompasses, but it generally includes a broad range of solutions as diverse as traffic signs, menu boards and in-flight entertainment displays. Berg Insight s definition is a system that comprises a connected display screen, a media player and a content management system that are managed over a local network or remotely. Systems that require manual intervention, such as swapping a SD card in the media player to load new content, are left outside of the scope of this report. The first connected digital signage solutions were commercially launched nearly three decades ago. Since then, digital signage solutions have found their way into nearly every possible vertical market and a wide variety of application areas. The untapped market potential is nevertheless still vast and growth is showing no signs of slowing down. Berg Insight forecasts that global shipments of display screens for digital signage will grow from 7.3 million units in 2014 at a compound annual growth rate (CAGR) of 18.7 percent to reach 17.2 million units by The number of digital signage displays in active use will at the same time grow at a CAGR of 20.2 percent during the next five years from 25.4 million units in 2014 to 63.8 million units in Leading providers of digital signage solutions include media player vendors such as AOPEN, BrightSign and IAdea; CMS software providers such as Scala, RMG Networks and Four Winds Interactive; and display manufacturers such as Samsung, LG and NEC. Despite many well-known vendors active in the market, most parts of the value chain are highly fragmented where thousands of companies compete worldwide. The most recent behemoth to enter the market is Google, with the aim of making Chrome OS one of the main platforms for digital signage. Berg Insight anticipates that this will accelerate market development and increase the legitimacy of digital signage as a central platform for digital marketing, especially in areas such as targeted delivery of content with the help of locationbased technology and analytics. Berg Insight s M2M Research Series What are the key business opportunities in the emerging wireless M2M/IoT market? Berg Insight s M2M Research Series is a unique series of 25 market reports published on a regular basis. Each title offers detailed analysis of a specific vertical application area such as smart metering, fleet management or vehicle telematics. Once per year we also publish summaries of our research with detailed forecasts for the Global and European wireless M2M markets, respectively.

49 This report answers the following questions: How many connected digital signs are there worldwide? What is the potential market size for digital signage solutions? Which trends and developments are shaping the market? Who are the leading digital signage display, CMS and media player vendors? How is the competitive landscape evolving? How are technological advancements affecting the industry? Berg Insight offers premier business intelligence to the telecom industry. We produce concise reports providing key facts and strategic insights about pivotal developments in our focus areas. Berg Insight also offers detailed market forecast databases and advisory services. Our vision is to be the most valuable source of intelligence for our customers. Report pricing PDF 1-5 user license EUR PDF corporate license EUR To recieve your copy: 1. Place an order online at your order to: 3. Phone us at Million units Who should buy this report? Digital Signage M2M and IoT Applications is the foremost source of information about the adoption of wireless M2M and IoT solutions in the digital signage industry. Whether you are a device vendor, service provider, telecom operator, investor, consultant, or government agency, you will gain valuable insights from our in-depth research Installed base of digital signage displays (World ) Year Related products Retail Applications and Wireless M2M POS Terminals and Wireless M2M The Global Wireless M2M market Location-Based Advertising and Marketing Table of Contents Digital Signage M2M and IoT Applications 1 Introduction 1.1 Overview of the digital signage industry 1.2 The digital signage value chain Display screen vendors Media player vendors Content management system providers Installers, system integrators and network operators 1.3 Application areas Retail Office and enterprise Healthcare Transportation Education Foodservice Outdoor signage 2 Evolution of the digital signage industry 2.1 Advancements in technology From non-connected to connected digital signs Media player form factors Display technologies 3 Vendor profiles 3.1 Media player vendors Advantech AOPEN Arrow Electronics BrightSign Hewlett-Packard IAdea ibase Rikomagic Shuttle 3.2 Display screen vendors DynaScan Elo Touch Solutions LG Electronics NEC Display Solutions Planar Panasonic Samsung Electronics Sharp 3.3 Content management system providers BroadSign Four Winds Interactive Grassfish Industry Weapon Rise Vision RMG Networks Scala Signagelive STRATACACHE Wondersign 4 Forecasts and conclusions 4.1 Market trends and drivers Modularization of the value chain The digital signage market expands Industry consolidation Technological advancements drive market development Location sensing technologies enable targeted content delivery Digital signage is becoming a central latform for digital marketing 4.2 Market forecasts Digital signage displays Media players Connectivity in digital signage Glossary Berg Insight AB, Viktoriagatan 3, SE Gothenburg, Sweden Phone Fax [email protected]

50 M2M Research Series ITS in Public Transport ITS in Public Transport is the fourth consecutive report from Berg Insight analysing the latest developments on the intelligent transportation systems market for public transport in Europe. This strategic research report from Berg Insight provides you with 220 pages of unique business intelligence, including 5-year industry forecasts, expert commentary and real-life case studies on which to base your business decisions. Highlights from this report: Insights from 30 new executive interviews with market leading companies. New data on vehicle fleets and public transport utilisation in Europe. Comprehensive description of the public transport ITS value chain and key applications. In-depth analysis of market trends and key developments. Profiles of 60 aftermarket ITS solution providers. Summary of OEM propositions from public transport vehicle brands. Revised market forecasts lasting until Order now! Please visit our web site to order this report and find more information about our other titles at Berg Insight s M2M Research Series What are the key business opportunities in the emerging wireless M2M/IoT market? Berg Insight s M2M Research Series is a unique series of 25 market reports published on a regular basis. Each title offers detailed analysis of a specific vertical application area such as smart metering, fleet management or vehicle telematics. Once per year we also publish summaries of our research with detailed forecasts for the Global and European wireless M2M markets, respectively. See inside for further details

51 M2M Research Series Billion-euro public transport ITS market in Europe shows healthy growth The term Intelligent Transport Systems (ITS) refers to information and communication technology applied to transport infrastructure and vehicles. Berg Insight s definition of ITS for public transport includes systems installed in public transport vehicles as well as at terminals, stops, depots and similar. Included are also backoffice IT systems which ensure that public transport services can be planned, scheduled and managed to achieve efficient operations. An important part of ITS for public transport is further solutions providing travellers with updated information about routes, departure times, possible disturbances and connecting services. The history of these different types of solutions dates back several decades and current state-of-the-art solutions include for example real-time intermodal journey planners, nationwide automated fare collection systems using contactless cards or NFC-enabled handsets, and on-board infotainment solutions with information about nearby points of interest. Public transport plays an essential role in the European society. A total of 56.8 billion public transport passenger journeys were carried out in the EU28 in Available modes include for example local and regional buses and trolleybuses, regional and suburban rail transport, metros and trams, and local waterborne passenger transport services. A total of 757,000 buses and coaches account for 9.0 percent of the yearly passenger kilometres on land in Europe. The economic value of public transport services in Europe is estimated to around billion per year, which represents approximately percent of the GDP. The public transport sector furthermore creates about 1.2 million direct employments in Europe, and an average of indirect employments per direct job. Berg Insight is of the opinion that the European market for ITS in public transport is in a growth phase which will last for several years to come. Individual markets may however continue to experience temporary fluctuations, depending on the political climate and local developments. The total market value of public transport ITS for buses and trams is forecasted to grow at a compound annual growth rate of 7.2 percent from 1.03 billion in 2014 to reach 1.46 billion by The penetration of on-board computers with GPS location functionality and wireless communication in buses and trams is estimated to increase from 45.6 percent in 2014 to 58.2 percent in 2019, however varying considerably between regional markets Millions Market value of public transport ITS (EU ) Year A group of international aftermarket solution providers have emerged as the leaders on the European market for public transport ITS. The dominant providers are Trapeze Group, INIT and IVU, all having European headquarters in the German-speaking region and substantial installed bases across a multitude of countries in Europe and beyond. Examples of companies with major market shares on national markets in Europe include Ineo Systrans which holds a leading position in France, and Vix which is a major provider on the UK market. Other significant players include the Spanish groups Indra, GMV and Grupo Etra, Swarco s subsidiary Swarco Mizar in Italy, Atron in Germany, Italy-based PluService, the Norwegian provider FARA and the Belgium-based company Prodata Mobility Systems which was acquired by Kapsch CarrierCom in July Volvo Group is moreover a notable player from the vehicle OEM segment, offering the ITS4mobility system in partnership with Consat Telematics in Europe. The system for example enables dispatching, traffic monitoring and real-time passenger information. Scania, Daimler and Iveco further offer some conventional OEM telematics features for its buses. The outlook for the European public transport ITS market is positive, as several major developments encourage increased investments in such technologies. ITS adoption is likely to increase following international public transport related initiatives such as the EU project European Bus System of the Future (EBSF) and associated efforts such as 3iBS and ITxPT, as well as the next-generation EBSF_2 project launched in June 2015 at the UITP World Congress & Exhibition in Milan as part of Horizon Contributing developments further include the everincreasing environmental awareness, the traffic congestion plaguing growing metropolitan areas and UITP s sought-after doubling of the public transport ridership (PTx2) by Another major driver is the on-going global developments related to the concept of smart cities, where ITS in general and public transport ITS in particular constitute key elements to enable sustainable smart mobility. This report answers the following questions: What is the geographical structure of public transport fleets in Europe? How is public transport organised and managed in the European countries? Which are the leading international and regional providers of aftermarket public transport ITS solutions in Europe? What offerings are available from vehicle OEMs? What impact will the launch of standard factory installed on-board computers from the OEMs have on the market? Which drivers and barriers are affecting the market for public transport ITS solutions in Europe? How are the regulatory developments in Europe affecting the public transport ITS industry? How will the public transport ITS industry evolve in the future?

52 Table of Contents Executive summary 1 Public transport in Europe 1.1 Modal split of passenger transport 1.2 Bus fleets and public transport utilisation 1.3 Market shares for bus and coach OEMs 1.4 Rail-borne public transport modes Trams and light rail Metro 1.5 Organisation and contracting in public transport Legal framework Organisational forms and regional differences 1.6 Major public transport operators 2 ITS technologies and solutions 2.1 Public transport ITS infrastructure Vehicle segment Roadside segment Backoffice segment Traveller segment GNSS segment Network segment 2.2 Public transport management Planning and scheduling tools Computer aided dispatch systems Traffic signal priority Depot management 2.3 Traveller management Passenger information Entertainment Fare payment 2.4 Driver management Driving data registration and analysis Eco-driving schemes Insurance risk management 2.5 Vehicle management Vehicle diagnostics and maintenance planning On-board security solutions 2.6 Business models and strategies 3 Market forecasts and trends 3.1 Market analysis Market value forecast Regional markets Major vendors 3.2 Market drivers and barriers Macroeconomic environment Regulatory environment Competitive environment Technology environment 3.3 Value chain analysis ITS and telematics industry players Automotive industry players Telecom industry players IT industry players 3.4 Future industry trends ITS adoption to grow alongside general IT maturity Factory-fitted gateways and thirdparty systems to co-exist Future public transport services must transform to be competitive with cars Multimodal passenger information and fare collection solutions are crucial Mobile devices assume multiple important roles in the ITS infrastructure Public transport ITS developing along similar lines as adjacent markets 4 OEM products and strategies 4.1 Daimler 4.2 Iveco 4.3 MAN Truck & Bus 4.4 Scania 4.5 Volvo Group 4.6 Other bus manufacturers Alexander Dennis VDL Van Hool 5 Aftermarket solution providers 5.1 International Cubic Transportation Systems GIRO INIT IVU Prodata Mobility Systems (Kapsch CarrierCom) Swarco Thales Trapeze Group Xerox 5.2 Germany and Eastern Europe Atron BMG MIS i-cell ICOM PSI Transcom R&G Radcom Siemens UTI 5.3 France, Benelux and the UK Actia Comatis GreenRoad Ineo Systrans Lumiplan MiX Telematics Moviken Navocap Omnibus Sabatier Geolocalisation SPIE Vix 5.4 The Mediterranean GMV Goal Systems Grupo Etra Indra Link Technologies Metatronix and Digigroup Informatica PluService Selex ES Tecmic 5.5 The Nordics Consat FARA FältCom Hogia Pilotfish Thoreb Traffilog Nordic TriNorth Solutions Trivector Vehco 5.6 Additional solution providers st Century Technology Accenture DILAX HaCon Hanover Displays Icomera Luminator Technology Group METRIC Nettropolis Scheidt & Bachmann Glossary

53 M2M Research Series Insurance Telematics in Europe and North America Insurance Telematics in Europe and North America is a comprehensive strategy report from Berg Insight analysing the latest developments on the insurance telematics market. This strategic research report from Berg Insight provides you with 160 pages of unique business intelligence including 5-year industry forecasts and expert commentary on which to base your business decisions. Highlights from this report: Insights from 30 new executive interviews with market leading companies. Comprehensive overview of the insurance telematics value chain and key applications. In-depth analysis of market trends and key developments. Case studies of more than 30 insurance telematics initiatives. Summary of the involvement of vehicle OEMs and mobile operators. New data on vehicle populations in Europe and North America. Market forecasts lasting until Order now! Please visit our web site to order this report and find more information about our other titles at Berg Insight s M2M Research Series What are the key business opportunities in the emerging wireless M2M/IoT market? Berg Insight s M2M Research Series is a unique series of 25 market reports published on a regular basis. Each title offers detailed analysis of a specific vertical application area such as smart metering, fleet management or vehicle telematics. Once per year we also publish summaries of our research with detailed forecasts for the Global and European wireless M2M markets, respectively. See inside for further details

54 M2M Research Series Good times ahead for the insurance telematics market The integration of telematics technology constitutes the latest revolution for the automotive insurance industry. The concept of telematics is a portmanteau of telecommunications long-distance communication and informatics the science of information. Telematics in general thus refers to the collection of information related to remote objects such as vehicles via telecommunication networks. The introduction of telematics technology in the context of automotive insurance is commonly referred to as usage-based insurance (UBI) or insurance telematics. Solutions of this type generally enable automotive insurers to improve pricing mechanisms based on actual driving data, gain better control of claims and differentiate their offerings to current and prospective policyholders. Variants of insurance telematics which have been popularised over the years include behaviour-based pricing models such as Pay-As-You-Drive (PAYD) and Pay-How-You-Drive (PHYD) as well as the more recent Manage-How-You-Drive (MHYD). The addressable market for insurance telematics is significant. A total of around 278 million vehicles were in use in EU23+2 in 2011, including over 241 million passenger cars. In North America, an estimated total of around 269 million vehicles were in use in 2012, out of which passenger cars and light trucks are estimated to represent almost 256 million vehicles. Some kind of basic automotive insurance is mandatory in most developed countries and there are moreover a number of subcategories of insurance that provide coverage for different types of unforeseen events involving motor vehicles. Motor gross written premiums in EU23+2 reached a total of over 124 billion in The North American auto insurance market is moreover estimated to around 172 billion annually. The nascent insurance telematics market is currently in a phase of strong growth which is expected to accelerate in the coming years. Europe and North America so far represent the vast majority of all insurance telematics programs and active policies from an international perspective, and the front-running national markets include the US, Italy and the UK. Berg Insight estimates that the total number of insurance telematics policies in force on the European market reached 4.8 million at the end of Growing at a compound annual growth rate of 42.4 percent, the number of insurance telematics policies in force in Europe is estimated to reach 28.1 million by In North America, the total number of insurance telematics policies in force is forecasted to increase from an estimated 4.2 million policies at the end of 2014 to reach 32.5 million policies by 2019, representing a compound annual growth rate of 50.6 percent. Million policies Europe North America Insurance telematics policies in force (Europe and North America ) Year The insurance telematics value chain spans multiple industries. Insurers with notable presence in the insurance telematics market include Progressive, UnipolSai, State Farm, Allstate, Generali, Allianz and Insure The Box. Insurance players can either develop telematics programs independently or rely on partners to varying degrees. Renowned telematics suppliers active in the insurance field for example include Octo Telematics and Cobra Automotive Technologies as well as Intelligent Mechatronic Systems, Baseline Telematics and Scope Technologies. Wunelli, Modus, MyDrive Solutions and DriveFactor are also notable players in the market. Automotive OEMs are increasingly taking an active part in the ecosystem. Examples include BMW, Fiat, Citroën, Renault-Nissan, General Motors and Ford. In addition, mobile operators such as Vodafone, Telefónica, Verizon and Sprint have started offering insurance telematics solutions, commonly working with telematics partners. The insurance telematics market has seen significant M&A activity in recent years, involving diverse players from many parts of the ecosystem. Notable deals in 2014 include Vodafone s acquisition of Cobra, Renova Group s purchase of Octo Telematics, ANDIE (MS&AD) which acquired Insure the Box and LexisNexis acquisition of Wunelli. The future market growth is expected to be driven by a number of trends. Differentiated telematics offerings are predicted for a broader range of segments, and insurers are increasingly expected to embrace usage-based pricing as well as claims-related insurance telematics and various value-added services. Key influencers that will boost the market include the proliferation of smartphone-based solutions and the connected car trend which pave the way for mass-market deployments. Positive developments are also expected in the field of data ownership and transferability. Berg Insight anticipates a future scenario where data portability is supported, enabling policyholders to bring their driving data and associated risk scores to a new insurance provider similarly to a credit score. This report answers the following questions: What types of insurance telematics products are offered on the market? Which are the leading providers of insurance telematics technology? What business models are available for insurers entering the insurance telematics space? Which are the most successful insurance telematics programs today? How are mobile operators approaching the insurance telematics market? How are the vehicle OEMs involved in the ecosystem? Which are the major drivers and barriers for insurance telematics adoption? Which are the key future trends in the industry?

55 Table of Contents Executive summary 1 The automotive market 1.1 The automotive market in Europe Vehicles in use and car parc density New car registrations and leading manufacturers 1.2 The automotive market in North America Vehicles in use and car parc density New car registrations and leading manufacturers 1.3 Automotive insurance Basic insurance terminology and categorisations The fundamentals of automotive insurance Traditional automotive insurance risk rating and pricing criteria Developments of the actuarial toolbox for motor insurers 1.4 The European automotive insurance market 1.5 The North American automotive insurance market 2 Insurance telematics solutions 2.1 Introduction to insurance telematics The rationale for telematics-based insurance policy pricing Brief history of insurance telematics offerings 2.2 Usage-based insurance and related concepts and applications Manual reporting Insurance telematics PAYD, PHYD, MHYD, TBYB Continuous and time-limited telematics data recording Usage-based pricing vs. claims-related insurance telematics Personal lines and commercial lines insurance telematics Value-added services related to insurance telematics 2.3 Insurance telematics infrastructure Vehicle segment Insurer segment End-user segment Network segment GNSS segment 2.4 Business models In-house development Leveraging telematics partners Underwriting without direct client interaction 3 The European insurance telematics market 3.1 Regional market characteristics Italy United Kingdom Rest of Europe 3.2 Insurance telematics case studies Italian insurer UnipolSai has reached an installed base of 2 million blackboxes Generali works with Cobra, Octo & Viasat and has 600,000+ telematics policies Allianz s dedicated Telematics subsidiary serves several European operations Insure The Box has sold almost 500,000 blackbox-based policies in the UK UK-based Ingenie is expanding to North America starting in Ontario Towergate s ikube and Fair Pay policies are powered by TomTom Telematics Marmalade has over 50,000 customers in the UK, signs deal with Trakm Direct Line in the UK offers blackbox, OBD and app-based telematics More Than Smart Wheels is a blackboxbased offering for young UK drivers UK insurers offer UBI for youths and women powered by Wunelli and Quartix Coverbox was started by Wunelli and later divested to DriveStyle MyDrive customers Autoline and AXA Ireland transition to smartphone UBI Citroën offers standard-fitted insurance telematics solution powered by Teletrac BMW s ConnectedDrive enables UBI powered by Allianz in the UK German insurer Signal Iduna launches UBI based on TomTom OBD device R+V s insurance telematics pilot did not lead to a commercial offering German UBI pilot launched by Telefónica, Masternaut and Sparkassen UNIQA SafeLine powered by Dolphin Technologies has a focus on safety Groupama in France offers PAYD insurance powered by Scope Technologies Chipin s Fairzekering offers OBD-based UBI on the Dutch market Spanish MAPFRE Group has also launched insurance telematics in the US RSA s Codan has launched a TBYB app in Norway powered by The Floow 4 The North American insurance telematics market 4.1 Regional market characteristics United States Canada 4.2 Insurance telematics case studies US-based UBI pioneer Progressive has reached 2.5 million participants State Farm works with Verizon Telematics, supports GM & Ford OEM systems Allstate s Drivewise program is expanded across the US market in Esurance s DriveSense and DriveSafe programs are powered by Modus Desjardins has 70,000 UBI clients, works with fellow Canadian supplier IMETRIK Industrial Alliance s early Canadian UBI offer Mobiliz is powered by Baseline insurance customers in North America have chosen IMS UBI technology Metromile offers UBI and VAS for consumers, extends offering to Uber drivers Telogis has partnered with Travelers and Liberty Mutual for fleet insurance Sprint s ecosystem of UBI expert partners includes Agnik, IMS and Modus True Mileage uses NFC technology, works with Ohio Mutual Insurance Group VOXX s Car Connection dongle now also supports insurance telematics 5 Market forecasts and trends 5.1 Market analysis Insurance telematics policies and penetration in Europe and North America Form factor developments in Europe and North America 5.2 Value chain analysis Insurance industry players Telematics industry players Automotive industry players Telecom industry players IT industry players Mergers and acquisitions in the insurance telematics space 5.3 Market drivers and barriers Macroeconomic environment Regulatory environment Competitive environment Technology environment 5.4 Future industry trends Continued broadening of the insurance telematics concept is expected Insurers will embrace both UBI and claims-related insurance telematics Form factor shift to favour mobile devices in the medium term Connected cars pave the way for massmarketisation of insurance telematics Privacy concerns are softening across customer segments Big Data: Ownership and portability of telematics data to be scrutinised Commercial applications to grow alongside personal lines insurance telematics Special cases such as ridesharing demand its own UBI products Autonomous cars alter the playing field for motor insurance 6 Company profiles and strategies 6.1 Agnik 6.2 Baseline Telematics 6.3 CalAmp 6.4 Cobra Automotive Technologies (Vodafone Automotive) 6.5 Ctrack (DigiCore) 6.6 Dolphin Technologies 6.7 DriveFactor 6.8 DriveProfiler (Scope Technologies) 6.9 Geotab 6.10 HIMEX/Evogi (Quindell) 6.11 IMETRIK Global 6.12 Intelligent Mechatronic Systems 6.13 Masternaut 6.14 Modus 6.15 MyDrive Solutions 6.16 Octo Telematics 6.17 Quartix 6.18 Teletrac 6.19 Telogis 6.20 TomTom Telematics 6.21 Towers Watson 6.22 TRACKER 6.23 Trakm Verisk Analytics 6.25 Wunelli (LexisNexis) Glossary

56 M2M Research Series Industrial Automation and Wireless IoT Industrial Automation and Wireless IoT is a comprehensive strategy report from Berg Insight analysing the latest developments on the market for wireless IoT applications in industrial automation worldwide. This strategic research report from Berg Insight provides you with 120 pages of unique business intelligence including 5-year industry forecasts and expert commentary on which to base your business decisions. Highlights from this report: Insights from numerous executive interviews with market leading companies. 360-degree overview of the IoT ecosystem in the industrial automation industry. Comprehensive overview of key applications for wireless IoT solutions in industrial automation. In-depth analysis of market trends and key developments. Detailed profiles of over 58 key players in this market. Updated forecasts by wireless technology, region, market vertical and device segment lasting until Order now! Please visit our web site to order this report and find more information about our other titles at Berg Insight s M2M Research Series What are the key business opportunities in the emerging wireless M2M/IoT market? Berg Insight s M2M Research Series is a unique series of 25 market reports published on a regular basis. Each title offers detailed analysis of a specific vertical application area such as smart metering, fleet management or vehicle telematics. Once per year we also publish summaries of our research with detailed forecasts for the Global and European wireless M2M markets, respectively. See inside for further details

57 M2M Research Series Wireless IoT improves performance throughout the enterprise value chain Wireless connectivity is instrumental in the Internet of Things era and the use of wireless solutions in industrial automation is increasing rapidly at all levels of automation systems. Industrial automation systems utilize wireless communication to connect remote and local facilities and equipment to increase operational efficiency. A wireless automation system contains a mix of network technologies, equipment and systems including enterprise and automation systems, network equipment, control devices and field devices. The most common wireless technologies in industrial automation include cellular, x Wi-Fi, proprietary unlicensed ISM radio, Bluetooth and based protocols such as WirelessHART, ISA100.11a, WIA-PA and ZigBee. Berg Insight estimates that shipments of wireless devices for industrial automation applications including both network and automation equipment reached 3.7 million units worldwide in Growing at a compound annual growth rate of 23.2 percent, shipments are expected to reach 12.9 million by The installed base of wireless devices in industrial applications is forecasted to grow at a compound annual growth rate of 27.2 percent from 10.3 million connections at the end of 2014 to 43.5 million devices by Wi-Fi is widely used for backbone communications as well as in monitoring and control applications within factory automation where Industrial Ethernet has got a strong foothold. Bluetooth is also popular often as a point-topoint wire-replacement between for example a mobile HMI solution and a field device or control unit networks are often used to connect wireless sensors and instrumentation in process automation. Cellular connectivity is typically used for backhaul communication between plants, connecting remote devices in long haul SCADA applications and for third party access to machinery and robots. Most of the major vendors of wireless IoT devices in industrial automation offer a wide range of devices with various wireless technologies in order to support many different applications. Global automation solution providers such as Emerson, GE, ABB, Honeywell, Schneider Electric, Yokogawa and Rockwell Automation are all major providers of wireless solutions to the automation industry. As wireless solutions have become increasingly popular, more and more major automation equipment and solution vendors are offering wireless technology as part of their solutions. Eaton is a major provider of Wi-Fi and cellular devices for industrial automation applications Millions Installed base of active wireless devices in industrial automation (World ) Year and Endress+Hauser and Pepperl+Fuchs are successful vendors of devices. National Instruments offers a wide range of measurement and control equipment featuring embedded Bluetooth and Wi-Fi. Advantech and Kontron offer many of their automation products as well as their network infrastructure equipment together with WPAN, WLAN and WWAN options. Industrial communication specialists offer equipment and solutions for industrial automation networks and wireless is becoming a natural part of many major vendors offering. Phoenix Contact, Belden, Laird Technologies, Wago and Weidmüller are major vendors within industrial communications with thousands of employees which all have incorporated one or more wireless standards in their offerings. Red Lion, HMS Networks, Westermo, Moxa and B+B SmartWorx are industrial communication specialists renowned for their wireless offerings. Cisco is one of the largest vendors of communication infrastructure equipment and provides wireless WPAN, WLAN and WWAN devices to a wide range of industries, including industrial automation. Sierra Wireless, CalAmp and Digi International are major cellular M2M device vendors which provide products and solutions to the industrial automation industry. Today, many companies are increasingly deepening the integration between industrial automation systems and enterprise applications. IT/OT convergence, smart factories, Industry 4.0 and the Industrial Internet of Things are all concepts which are part of the ongoing evolution of industrial automation. Increased interoperability and communication between devices, systems, services and people in combination with technologies such as advanced sensors, smart devices, wireless technologies, 3D printing, mobile devices, wearable technology and big data solutions have the ability to improve performance, flexibility and responsiveness throughout the enterprise value chain. This report answers the following questions: Which are the major applications for wireless IoT in industrial automation? Which are the leading wireless IoT solution providers for industrial automation applications? What offerings are available from device vendors and service providers? What are the key drivers behind the adoption of wireless IoT in industrial automation? What impact will technology advancements have on the market? How will the market evolve in North America, Asia-Pacific and Europe? Why is Big Data analytics and cloud solutions crucial for the future of wireless connectivity in industrial automation? How will connectivity strategies in industrial automation evolve in the future?

58 Table of Contents Executive summary 1 The industrial automation industry 1.1 Introduction to industrial automation 1.2 Industrial automation segments 1.3 Factory and process operations 1.4 Industrial automation system overview 1.5 Industrial automation evolution 1.6 The global industrial automation market 1.7 Industrial automation market segments The control system market The control device market The machinery and automation equipment market The industrial robot market 2 Wireless IoT solutions in industrial automation 2.1 Wireless infrastructure in industrial automation Facilities segment Service segment Network segment 2.2 Operations management Production and process management Business management 2.3 Equipment management and regulatory compliance Equipment diagnostics and maintenance planning Security and Safety Regulatory compliance 2.4 Business models and project strategies 3 Market forecasts and trends 3.1 Market analysis Installed base and unit shipments Wireless technologies Factory and process automation Regional markets Major vendors 3.2 Market drivers and barriers Macroeconomic environment Regulatory environment Competitive environment Technology environment 3.3 Value chain analysis Wireless IoT and industrial communication industry players Industrial automation industry players Wireless operators and managed service providers IoT platform and IT industry players 3.4 Future industry trends 4 European device and solution vendors 4.1 ABB 4.2 Advanticsys 4.3 Beijer Electronics 4.4 ConiuGo 4.5 Eaton 4.6 Endress+Hauser 4.7 EnOcean 4.8 Eurotech 4.9 ewon 4.10 HMS Networks 4.11 Insys Microelectronics 4.12 Kontron 4.13 Laird Technologies 4.14 Lucom 4.15 MB Connect Line 4.16 MC Technologies 4.17 NetModule 4.18 Pepperl+Fuchs 4.19 Phoenix Contact 4.20 Schneider Electric 4.21 Secomea 4.22 Siemens 4.23 Softing 4.24 Steute 4.25 Viola Systems 4.26 Wago 4.27 Weidmüller 5 North American and Asian device and solution vendors 5.1 Advantech 5.2 Antaira Technologies 5.3 Apprion 5.4 B+B SmartWorx 5.5 Belden 5.6 CalAmp 5.7 Cisco 5.8 Data-Linc 5.9 Digi International 5.10 Emerson 5.11 FreeWave Technologies 5.12 General Electric 5.13 Honeywell 5.14 Lantronix 5.15 MACTek 5.16 Maestro Wireless Solutions 5.17 Memex Automation 5.18 Moxa 5.19 MultiTech Systems 5.20 Murata 5.21 National Instruments 5.22 Newtrax Technologies 5.23 Nivis 5.24 Opto Red Lion 5.26 Robustel Technologies 5.27 Rockwell Automation 5.28 Sierra Wireless 5.29 Wind River 5.30 Xiamen Four-Faith Communication Technology 5.31 Yokogawa Glossary

59 M2M Research Series IoT Platforms and Software IoT Platforms and Software is a comprehensive strategy report from Berg Insight analysing the latest developments on the M2M connectivity, device management and application enablement platform markets. This strategic research report from Berg Insight provides you with 160 pages of unique business intelligence including 5-year industry forecasts and expert commentary on which to base your business decisions. Highlights from this report: 360-degree overview of the M2M/IoT ecosystem. Summary of the latest industry trends and developments. Updated in-depth profiles of key players in the M2M/IoT platform market. Reviews of the market strategies of leading platform vendors. Perspectives on the evolution from vertical M2M solutions to the broader scale and scope of the IoT. Extensive global market forecasts lasting until Order now! Please visit our web site to order this report and find more information about our other titles at Berg Insight s M2M Research Series What are the key business opportunities in the emerging wireless M2M/IoT market? Berg Insight s M2M Research Series is a unique series of 25 market reports published on a regular basis. Each title offers detailed analysis of a specific vertical application area such as smart metering, fleet management or vehicle telematics. Once per year we also publish summaries of our research with detailed forecasts for the Global and European wireless M2M markets, respectively. See inside for further details

60 M2M Research Series IoT platforms enable companies to create new business models The world of machine-to-machine (M2M) communication is gradually moving from vertical, single purpose solutions to multi-purpose and collaborative applications interacting across industry verticals, organisations and people a world of Internet of Things (IoT). It is difficult to make a clear and practical distinction between M2M and IoT. However, the growing use of the new term IoT suggests a transition in the evolution of connected devices, with accelerating scale and scope, as well as higher focus on interoperability. M2M often represents highly customised solutions deployed within single industry verticals or companies to improve existing business operations. IoT puts more emphasis on integration of sensors, devices and information systems across industry verticals and organisations to transform operations and enable creation of new business models. IoT focuses on gaining new insights from analytics based on data from diverse sources to support decision making, and improve products and services. As companies, organisations, governments and individuals adopt IoT, the number of connected things is forecasted to grow from 1.7 billion at the end of 2014 to 6.6 billion in This phenomenal growth is enabled by continuously declining costs of sensors and hardware, communication, data processing and system integration. Increasingly complex IoT solutions require more advanced communication platforms and middleware that facilitate seamless integration of devices, networks and applications. There is a wide range of software platforms developed for the purpose of supporting and enabling IoT solutions. The intention is to enable rapid development and lower costs by offering standardised components that can be shared across multiple solutions in many industry verticals. Third party IoT platforms are relatively new in the market and display a great diversity in terms of functionality and application areas. Broadly speaking, most IoT platforms fall into one of the following three categories: connectivity management platforms, device management platforms and application enablement platforms. Berg Insight estimates that total revenues for third party IoT platforms will grow at a compound annual growth rate (CAGR) of 32.2 percent from 450 million in 2014 to 2.4 billion in Connectivity management platforms facilitate the delivery of data communication services on mobile networks and other communication networks. Features like private APNs, fixed IP addressing and secure VPN communication offer more flexibility and better reliability. Device and subscription management features including automated provisioning, activation and deactivation, as well as activity reporting provide improved visibility and control. Many leading mobile operators still use proprietary connectivity platforms developed in-house, while other operators have Millions Year adopted third-party solutions from vendors such as Jasper, Ericsson, Amdocs and Comarch. Several M2M managed service providers also provide connectivity management platforms as an integral part of their offerings. Device management platforms enable remote management of IoT devices. Purpose-built device platforms enable a rich set of functionalities for remote management, diagnostics, OTA software updates and application lifecycle management. It is often difficult to make a clear distinction between the most fully featured device management platforms and application enablement platforms, although the latter category is intended to be truly network and device agnostic. Many platforms from device vendors including Digi International, Eurotech, Gemalto, Sierra Wireless and Telit, as well as platforms from companies like BlackBerry, Bosch, Cumulocity and M2Mi could be described as device clouds or IoT integration platforms that provide both device management and application enablement functionality. Application enablement platforms (AEPs) are designed to accelerate and simplify the development of IoT solutions, providing common horizontal solution components that can be re-used across industries and market segments. AEPs enable companies to focus on differentiation created by unique capabilities and insights from data rather than duplicating non-differentiating functionality such as connectivity integration, device management, data collection, data storage and analytics. Application enablement platforms also provide integration frameworks adapted for common enterprise IT systems such as ERP, CRM and analytics. In order to protect data and enable data exchange across multiple applications and data sources, AEPs need strong security architectures and user authorisation management systems. The market for AEP services is in an early phase with a limited number of specialised providers like PLAT. ONE, PTC, SeeControl, Xively and 2lemetry (acquired by Amazon). These companies primarily face competition from system integrators and companies that develop similar functionality in-house. This report answers the following questions: Which trends and developments are shaping this market? What are the benefits of using third party M2M/IoT platforms? Who are the leading providers of M2M connectivity, device management and application enablement platforms? What are the main drivers behind the adoption of M2M/IoT platforms in major industries? What are the key features of application enablement platforms? Which mobile operators have deployed M2M connectivity platforms? What is the potential market size for third party M2M/IoT platforms? M2M/IoT platform revenue forecast, million (World )

61 Table of Contents Executive summary 1 The M2M and IoT ecosystem 1.1 Introduction Evolution of M2M and IoT M2M/IoT interoperability standardisation Core elements of M2M/IoT solutions M2M/IoT platforms and software 1.2 Devices Chipsets, modules and terminals Device design and machine integration Value chain 1.3 Networks GSM and WCDMA/HSPA cellular networks CDMA networks LTE networks Non-cellular wireless networks and hybrid solutions 1.4 Applications Car telematics Fleet management Smart grids and intelligent metering Fixed wireless communication Remote control and monitoring Consumer electronics 1.5 Solution providers and system integrators Device manufacturers System integrators Vertical ASPs B2B/B2C service providers OEMs 2 Software and IT services 2.1 Embedded software environments Embedded operating systems High-level general-purpose programming languages Scripting languages ecos FreeRTOS and OpenRTOS Java Embedded Linux MQX OSGi QNX µc/os VxWorks Windows Embedded 2.2 Enterprise IT systems and services Infrastructure-as-a-Service and Platform-as-a-Service solutions ERP, CRM, database management systems and analytics systems IBM Microsoft Oracle SAP CyberLightning ParStream 3 Device management platforms 3.1 Overview of device management platforms Market segmentation M2M module vendors extending offerings into software and services Leading chipset IP and semiconductor vendors enter IoT platform market 3.2 Company profiles and strategies Sierra Wireless Gemalto M2M Telit (ILS Technology) Huawei Novatel Wireless Digi International (Etherios) ARM Bug Labs Electric Imp Eurotech Intel Mformation Redbend 4 Connectivity management platforms 4.1 M2M connectivity platforms Mobile operators adopt multiplatform strategies M2M connectivity platforms become more advanced and differentiated Device management and application enablement platform integration 4.2 SIM management solutions 4.3 Connectivity platform vendors and proprietary MNO platforms Jasper Ericsson Amdocs Comarch ntels Telenity InterDigital China Mobile Deutsche Telekom NTT DoCoMo Orange SK Telecom Telefónica Verizon Communications Vodafone 4.4 SIM management solution vendors Giesecke & Devrient Oberthur Technologies Safran Morpho 4.5 M2M managed service providers Aeris Communications KORE Telematics Numerex Stream Technologies Wireless Logic Wyless 5 Application enablement platforms 5.1 Overview of application enablement platforms Why use application enablement platforms? Key functionality and components of AEPs Acquisitions, partnerships and ecosystems 5.2 Company profiles and strategies lemetry Arrayent Ayla Networks BlackBerry Bosch Software Innovations Carriots Clayster Concirrus Cumulocity Device Insight EVRYTHNG Exosite General Electric Kombridge MachineShop M2Mi PLAT.ONE ProSyst PTC SeeControl Solair Wot.io Xively 6 Market analysis and forecasts 6.1 Industry analysis Horizontal versus vertical specialisation strategies The connectivity platform market is maturing Can application enablement platforms live up to the high expectations? Mergers & acquisitions in the M2M and IoT industry 6.2 Market forecasts Connected things by vertical market Connected things by network technology standard 6.3 Revenue forecasts M2M connectivity platform revenues Device management and application enablement platform revenues Glossary

62 POS Terminals and Wireless M2M Connected Vending Machines Connected Vending Machines is a comprehensive report from Berg Insight analysing the latest developments on the vending telemetry and cashless payments market worldwide. This strategic research report from Berg Insight provides you with 55 pages of unique business intelligence including 5-year industry forecasts and expert commentary on which to base your business decisions. Highlights from the first edition of the report: Detailed analysis of the vending industry. Summary of the latest industry trends and developments. Updated in-depth profiles of key players in the vending telemetry and cashless payment markets. Reviews of vendor market shares and competitive dynamics. Perspectives on the impact of mobile wallet services. Extensive global and regional market forecasts lasting until million vending machines will be online by 2019 The first solutions for including connectivity in vending machines became commercially available already two decades ago. It has still taken years for the technology to gain the interest of mainstream vending operators. Today, global penetration is still modest and less than 7 percent of the world s 17 million vending machines are online today. The market has nevertheless gained momentum in recent years as more and more vending operators have started to deploy cashless payment systems and vending telemetry solutions at a larger scale. Demand for cashless payments is currently the main market driver. However, vending telemetry is forecasted to have a more transformational effect on the industry in the future as these solutions enable vending operators to substantially improve their operational efficiency. The global installed base of connected vending machines grew by 18.4 percent to 1.16 million units in Around 0.56 million of these machines can be found in North America, whereas 0.15 million have been installed in Europe. The number of connected vending machines in other parts of the world totalled 0.45 million units at the end of the year, of which the vast majority were in Japan and Australia. Berg Insight forecasts that the number of connected vending machines worldwide will grow at a CAGR of 18.5 percent to reach 2.7 million units by The penetration rate will then reach 15.3 percent at the end of the forecast period. The global market for vending technology solutions is highly fragmented. Most of the companies that provide vending telemetry and cashless payment solutions are relatively small companies that specialize in these products. Examples include Cantaloupe Systems, USA Technologies, Vianet, Vendon and BiTX. In addition to this, several participants are large companies from adjacent markets such as the POS Terminal vendor Ingenico, the telecom operator Deutsche Telekom and the IT service company Materna. Furthermore, there are several incumbents that develop proprietary solutions in-house, such as Jofemar, Rheavendors, Crane and Coca -Cola Amatil. Berg Insight s M2M Research Series What are the key business opportunities in the emerging wireless M2M/IoT market? Berg Insight s M2M Research Series is a unique series of 20 market reports published on a regular basis. Each title offers detailed analysis of a specific vertical application area such as smart metering, fleet management or vehicle telematics. Once per year we also publish summaries of our research with detailed forecasts for the Global and European wireless M2M markets, respectively.

63 This research report answers the following questions: How many of the world s vending machines are online today? What is the potential market size for vending telemetry solutions? Which trends and developments are shaping the market? Who are the leading vending telemetry and cashless payment system vendors? When will cashless payments be commonplace in the vending industry? How will emerging mobile wallet services affect the market? Berg Insight offers premier business intelligence to the telecom industry. We produce concise reports providing key facts and strategic insights about pivotal developments in our focus areas. Berg Insight also offers detailed market forecast databases and advisory services. Our vision is to be the most valuable source of intelligence for our customers. Report pricing PDF 1-5 user license EUR PDF corporate license EUR Million units To recieve your copy: 1. Place an order online at your order to: [email protected] 3. Phone us at Who should buy this research report? Connected Vending Machines is the foremost source of information about the adoption of wireless M2M solutions in the vending machine industry. Whether you are a device vendor, service provider, telecom operator, investor, consultant, or government agency, you will gain valuable insights from our indepth research Installed base of connected vending machines (World ) Year Related products Retail Applications and Wireless M2M POS Terminals and Wireless M2M The Global Wireless M2M market Mobile Wallet Services Table of Contents Connected Vending Machines 1 Introduction 1.1 Overview of the vending machine industry 1.2 Vending industry players Vending technology providers Vending machine manufacturers Product suppliers Vending operators 2 Vending telemetry and cashless payments 2.1 Vending telemetry and software Remote monitoring of vending machines Vending management systems 2.2 Payment systems Coin mechanisms and bill validators Cashless payments Mobile phone payments and NFC 2.3 Regional overview Europe North America Rest of World 3 Vendor profiles and strategies 3.1 Vending telemetry and cashless payment solution providers BiTX Cantaloupe Systems Deutsche Telekom Distrilog Ingenico Group Materna Mecsel Nayax On Track Innovations Prosa Smarcom USA Technologies Vending Management Services Vendon VendScreen VendSys Vianet Group 3.2 Vending machine manufacturers Automated Merchandising Systems Azkoyen Group Bianchi Vending Group Crane Deutsche Wurlitzer FAS International Fastcorp Fuji Electric Jofemar N&W Global Vending Rheavendors Group Royal Vendors SandenVendo Seaga Sielaff Westomatic Wittern Group 3.3 Vending operators Aramark Pelican Rouge Group Canteen Vending Services Selecta Sodexo 4 Forecasts and conclusions 4.1 Market trends and drivers The business case for vending telemetry continues to improve Cashless payments are a strong driver for adding connectivity in vending Mobile wallet services enable new opportunities 4.2 Market forecasts North American connected vending machine market forecast European connected vending machine market forecast Rest of World connected vending machine market forecast Glossary Berg Insight AB, Viktoriagatan 3, SE Gothenburg, Sweden Phone Fax [email protected]

64 POS Terminals and Wireless M2M POS Terminals and Wireless M2M POS Terminals and Wireless M2M is a comprehensive report from Berg Insight analysing the latest developments on the global POS terminal market. This strategic research report from Berg Insight provides you with 40 pages of unique business intelligence including 5-year industry forecasts and expert commentary on which to base your business decisions. Highlights from the first edition of the report: Detailed analysis of the payments industry. Summary of the latest industry trends and developments. Updated in-depth profiles of key players in the POS terminal market. Reviews of vendor market shares and competitive dynamics. Perspectives on the impact of mobile wallet services. Extensive global and regional market forecasts lasting until Shipments of NFC-ready POS terminals reached 9.5 million in 2014 The world is continuously shifting from coin and paper-based payments such as cash and cheques to electronic forms such as payment cards and mobile phone payments. As a part of this shift, POS terminals are becoming more and more common in all parts of the world. The global installed base of POS terminals grew by 11 percent to 75 million units in Market growth is primarily fuelled by the increasing adoption of electronic payments in emerging markets. Developed markets are relatively saturated in terms of POS terminal adoption. Cellular connectivity has become a very popular option for POS terminals and was incorporated in around one third of the devices shipped in The wireless technology has an important role in facilitating the global adoption of electronic payments, as it enables the rollout of POS terminals to many new market segments and parts of the world where the fixed line telecommunications infrastructure is less developed. The installed base of cellular POS terminals reached 20.8 million in Berg Insight forecasts a CAGR of 7.2 percent between 2014 and 2019, resulting in a total of 39.2 million cellular POS terminals at the end of the forecast period. The market for NFC-ready POS terminals continued to display strong momentum in 2014 with annual shipments reaching an estimated 9.5 million units worldwide. The attach rate for NFC was highest in EU28+2 and North America, where 80 percent and 75 percent of the POS terminals shipped featured NFC respectively. NFC was also a very popular feature in many other major markets worldwide, including Brazil, Turkey and China. While the installed base of NFC-ready POS terminals has grown quickly, many of terminals do still not have the contactless features turned on. Berg Insight estimates that approximately 9.0 million POS terminals accepted contactless payments with Visa paywave, MasterCard PayPass or UnionPay Quickpass at the end of This marks a major increase from 2012 when just 2.6 million POS terminals worldwide had the contactless features enabled. Berg Insight s M2M Research Series What are the key business opportunities in the emerging wireless M2M/IoT market? Berg Insight s M2M Research Series is a unique series of 20 market reports published on a regular basis. Each title offers detailed analysis of a specific vertical application area such as smart metering, fleet management or vehicle telematics. Once per year we also publish summaries of our research with detailed forecasts for the Global and European wireless M2M markets, respectively.

65 This research report answers the following questions: What is the potential market size for wireless M2M communication in the retail industry? Which trends and developments are shaping the market? How many of the NFC-ready terminals have the contactless capabilities turned on? What are the market shares for the leading POS terminal vendors? How will emerging mobile wallet services affect the market? What is the attach rate for cellular connectivity in POS terminals by region? Berg Insight offers premier business intelligence to the telecom industry. We produce concise reports providing key facts and strategic insights about pivotal developments in our focus areas. Berg Insight also offers detailed market forecast databases and advisory services. Our vision is to be the most valuable source of intelligence for our customers. Report pricing PDF 1-5 user license EUR PDF corporate license EUR To recieve your copy: 1. Place an order online at your order to: 3. Phone us at Million units Who should buy this research report? POS Terminals and Wireless M2M is the foremost source of information about the adoption of wireless M2M solutions in the payments industry. Whether you are a device vendor, service provider, telecom operator, investor, consultant, or government agency, you will gain valuable insights from our indepth research Installed base of NFC-ready POS terminals (World ) Year Related products Retail Applications and Wireless M2M Connected Vending Machines The Global Wireless M2M market Mobile Wallet Services Table of Contents POS Terminals and Wireless M2M 1 Introduction 1.1 The card payments industry The transaction process in card payments Costs of a card payment transaction Revenue distribution in the card payments industry Card payments and household consumption expenditures Breakdown of household consumption expenditures Card payment volumes 1.2 The POS terminal market POS terminal market data POS terminal form factors 2 Wireless M2M and NFC 2.1 Evolution of electronic payments EMV migration Adoption of wireless M2M communication Rollout of NFC-ready terminals 3 POS terminal vendors 3.1 Vendor profiles CCV CyberNet Brookfield Equinox ID Tech Ingenico PAX Technology REA Card Spire Payments SZZT Electronics VeriFone Worldline 4 Forecasts and conclusions 4.1 Market trends and drivers Steady uptake of wireless M2M Interest in NFC surges POS terminal app stores are a potential game-changer New technologies can transform the shopping experience 4.2 Market forecasts Cellular POS terminal market forecast NFC-ready POS terminal market forecast Glossary Berg Insight AB, Viktoriagatan 3, SE Gothenburg, Sweden Phone Fax [email protected]

66 M2M Research Series Fleet Management in China Fleet Management in China is a comprehensive report from Berg Insight analysing the latest developments on the fleet management market in China. This strategic research report from Berg Insight provides you with 115 pages of unique business intelligence, including 5-year industry forecasts, expert commentary and real-life case studies on which to base your business decisions. Highlights from this report: Insights from 76 new executive interviews with market leading companies. New data on vehicle populations and commercial fleets in China. Comprehensive overview of the fleet management value chain and key applications. In-depth analysis of market trends and key developments. Updated profiles of 39 aftermarket fleet management solution providers. Summary of OEM propositions from commercial vehicle brands. Market forecasts lasting until Order now! Please visit our web site to order this report and find more information about our other titles at Berg Insight s M2M Research Series What are the key business opportunities in the emerging wireless M2M/IoT market? Berg Insight s M2M Research Series is a unique series of 20 market reports published on a regular basis. Each title offers detailed analysis of a specific vertical application area such as smart metering, fleet management or vehicle telematics. Once per year we also publish summaries of our research with detailed forecasts for the Global and European wireless M2M markets, respectively. See inside for further details

67 M2M Research Series FMS market boosted by government initiatives and booming e-commerce market Fleet management (FM) is an ambiguous term used in reference to a wide range of solutions for different vehicle-related applications. Berg Insight s definition of a fleet management solution is a vehiclebased system that incorporates data logging, satellite positioning and data communication to a backoffice application. The history of fleet management solutions goes back several decades. On-board vehicle computers first emerged in the 1980s and were soon connected to various satellite and terrestrial wireless networks. Today, mobile networks can provide ubiquitous online connectivity in many regions at a reasonable cost and mobile computing technology delivers very high performance, as well as excellent usability. All of these components combined enable the delivery of vehicle management, transport management, driver management and mobile workforce management applications linking vehicles and enterprise IT systems. Commercial vehicle fleets play an essential role in the Chinese economy and are crucial for the development of the country. Road transport represents around 75 percent of the total goods transports on the Chinese market measured by weight, corresponding to almost 31 billion tonnes in The total ownership of trucks in China reached almost 17.9 million vehicles in 2011 according to official statistics. Around 2.5 million buses are moreover estimated to be in operation in the country. Berg Insight is of the opinion that the Chinese fleet management market will experience steep growth in the next coming years. The development is boosted by a combination of political decisions to track selected trucks and buses and the explosion of e-commerce which forces logistics companies to improve the fleet management efficiency and customer service by enabling tracking of goods status information. National, provincial and regional initiatives to reduce pollution in the transport sector are moreover expected to speed up the renewal of the operating fleet of trucks and buses. This development along with increasing factory-fitting of telematics platforms together foster increased FM adoption on the Chinese market. The number of fleet management systems in active use is forecasted to grow at a compound annual growth rate of 22.9 percent from 2.1 million units at the end of 2014 to 5.9 million by The penetration rate in the total population of registered commercial vehicles including trucks and buses is estimated to increase from 9.0 percent in 2014 to reach 19.8 percent in Track & trace systems dominate the market and the installed base so far includes a notable share of low-end systems with comparatively limited functionality. The Chinese fleet management market includes numerous players that have installed tens of thousands of telematics systems for fleet clients. Top providers with installed bases of more than 100,000 units include E6GPS and Etrans. There are furthermore a number of players with installed bases in the range of around 50, ,000 units, including Beijing Zhongdou Technology (Ccompass), Shenzhen Huabao Electronics Technology, Shenzhen Weitongda Electronics and 666GPS. Other players with installed bases of approximately 50,000 units include Zhengzhou Shenyang Science & Technology, Shenzhen SOFAR Communication, Shanghai Transun Telematics Technology, Sinocastel, Baoding Beier Electronics and Aerospace Intelligent. Also a small number of international aftermarket solution providers have entered the Chinese fleet management market but the installed bases of the foreign providers remain limited. Among the few international providers that have entered this market and achieved installed bases of at least 1,000 units are Trimble, MiX Telematics, Microlise and Navman Wireless. Some Chinese commercial vehicle OEMs have introduced telematics systems. In the truck segment, a small number of OEMs stand out as more prominent in terms of fleet telematics activities most notably Foton and Shaanxi Automobile Group. There are further a number of telematics initiatives among the bus manufacturers from players such as Yutong and King Long Group. The latter is also known as the Three Dragons and includes the brands King Long, Golden Dragon and Higer. Multiple telematics offerings have been launched within the group. Also a number of other truck and bus manufacturers are exploring opportunities related to fleet telematics, but many OEMs still have little or no activity in this space. The automotive industry players on the Chinese market are in the future expected to increasingly equip new commercial vehicles with telematics systems in line with government initiatives. This report answers the following questions: How does the fleet management market in China compare with Western markets? What is the ownership structure of commercial vehicle fleets in China? What is the price level of Chinese fleet telematics solutions? Millions Units Year Installed base of active fleet management units (China ) Which are the leading domestic providers of aftermarket fleet management solutions? What offerings are available from commercial vehicle OEMs? How are the international fleet management providers approaching the Chinese market? How is the regulatory environment in China affecting the fleet management industry? What hurdles are there for foreign players on the Chinese market? How will the commercial vehicle telematics industry evolve in the future?

68 Table of Contents Executive summary 1 Commercial vehicle fleets in China 1.1 Light trucks 1.2 Medium trucks 1.3 Heavy trucks 1.4 Buses and coaches 1.5 Trailers 1.6 Ownership structure 2 Fleet management solutions 2.1 Fleet management infrastructure Vehicle segment GNSS segment Network segment Backoffice segment 2.2 Vehicle management Vehicle diagnostics and maintenance planning Security tracking 2.3 Driver management Driving data registration and analysis Eco-driving schemes Insurance risk management 2.4 Operations management Routing and navigation Transport management Mobile workforce management 2.5 Regulatory compliance and reporting Digital tachographs and similar regulations and standards Road tolls and other fees IoT platform 2.6 Business models 3 Market forecasts and trends 3.1 Market analysis Fleet management installed base and unit shipments Local market characteristics in China Fleet management vendor market shares 3.2 Market drivers and barriers Macroeconomic environment Regulatory environment Competitive environment Technology environment 3.3 Value chain analysis Telematics industry players Automotive industry players Telecom industry players IT industry players 3.4 Future industry trends 4 OEM products and strategies 4.1 Chinese truck manufacturers Foton Shaanxi Automobile Group Dongfeng FAW CNHTC (Sinotruk) JAC 4.2 Chinese bus manufacturers King Long Group Yutong Ankai Zhongtong Youngman Huanghai Sunwin 5 International aftermarket solution providers 5.1 Introduction China is a challenging but promising growth market for international players A small number of Western FMS providers are active on the Chinese market Future China plans among international FMS vendors vary considerably 5.2 Astrata Group 5.3 DigiCore 5.4 Microlise 5.5 MiX Telematics 5.6 Navman Wireless 5.7 Trimble 6 Chinese aftermarket solution providers 6.1 Track & trace solutions Union Star GPS E6GPS Eagle Patrol FMS Etrans Exsun Hangzhou Hopechart Digital Hon Wai Tat (Macau) Network Technologies Huoyunren Lingtu Meitrack Mingzhou Technology Shandong Jiacheng Software & Technology Shanghai Sizeng Information Technology Shenzhen Car Steward Technology Shenzhen Fangyuan Info-Tech Shenzhen Huabao Electronics Technology Shenzhen SOFAR Communication Shenzhen Weitongda Electronics Star Open Electronics TIZA YHT Zhengzhou Shenyang Science & Technology 6.2 OBD/CAN-based solutions Aerospace Intelligent Aore Technology Beijing UniStrong Science & Technology Chainway ITS DNA Guangzhou Record Win Intelligent Technology Shanghai Transun Telematics Technology Sinocastel 6.3 Mobile device-based solutions Log Hardware and VAS Baoding Beier Electronics Beijing Zhongdou Technology (Ccompass) Heacent Shandong Chean Electronics Technology Shenzhen Flycosmos New Technology Shenzhen Legevo Technology Shenzhen Liyuan Communication Technology Glossary

69 M2M Research Series Smart Homes and Home Automation Smart Homes and Home Automation is the third consecutive report from Berg Insight analysing the latest developments on the connected home markets in Europe and North America. This report in the M2M Research Series provides you with 200 pages of unique business intelligence including 5-year industry forecasts and expert commentary on which to base your business decisions. Highlights from the second edition of the report: Insights from new 30 executive interviews with market leading companies. 360-degree overview of the smart homes & home automation ecosystem. Summary of industry trends in key vertical market segments. Statistical data on adoption of smart home systems in Europe and North America. Market forecasts lasting until Detailed reviews of the latest initiatives launched by industry players. Updated profiles of the key vendors on this market. Order now! Please visit our web site to order this report and find more information about our other titles at Berg Insight s M2M Research Series What are the key business opportunities in the emerging wireless M2M/IoT market? Berg Insight s M2M Research Series is a unique series of 20 market reports published on a regular basis. Each title offers detailed analysis of a specific vertical application area such as smart metering, fleet management or vehicle telematics. Once per year we also publish summaries of our research with detailed forecasts for the Global and European wireless M2M markets, respectively. See inside for further details

70 M2M Research Series 68 million homes in Europe and North America will be smart by 2019 Smart homes and home automation are ambiguous terms used in reference to a wide range of solutions for controlling, monitoring and automating functions in the home. Berg Insight s definition of a smart home system requires that it has a smartphone app or a web portal as a user interface. Devices that only can be controlled with switches, timers, sensors and remote controls are thus not included in the scope of this study. Smart home systems can be grouped into six primary categories: energy management and climate control systems; security and access control systems; lighting, window and appliance control systems; home appliances; audio-visual and entertainment systems; and healthcare and assisted living systems. North America recorded strong growth in the smart home market during The installed base of smart home systems in the region increased by 75 percent to reach 10.2 million at the year-end. An estimated 1.8 million of these were multifunction or whole-home systems whereas 8.3 million were point solutions designed for one specific function. As some homes have more than one smart system in use, the installed base totalled an estimated 7.9 million smart homes at the end of the year. This corresponds to 6.0 percent of all households, placing North America as the most advanced smart home market in the world. Between 2014 and 2019, the number of households that have adopted smart home systems is forecasted to grow at a compound annual growth rate (CAGR) of 37 percent, resulting in 38.2 million smart homes. Market revenues reached US$ 4.2 billion ( 3.2 billion) in 2014, an increase of 48 percent year-on-year. The market is expected to grow at a CAGR of 34 percent between 2014 and 2019, reaching US$ 18.2 billion ( 13.7 billion) in yearly revenues at the end of the forecast period. The European market for smart home systems is still in an early stage and 2 3 years behind North America in terms of penetration and market maturity. At the end of 2014, there were a total of 3.3 million smart home systems in use in the EU28+2 countries, up from 1.75 million in the previous year. Around 0.34 million of these systems were multifunction or whole-home systems whereas 2.93 million were point solutions. This corresponds to around 2.7 million smart homes when overlaps are taken into account, meaning that 1.2 percent of all households in the region were smart at the end of the year. The number of European households that have adopted smart home systems is forecasted to grow at a compound annual growth rate (CAGR) of 61 percent during the next five years, resulting Million Homes North America EU28+2 in 29.7 million smart homes by Market revenues grew by 60 percent to 0.77 billion (US$ 1.0 billion) in The market is forecasted to grow at a CAGR of 58 percent between 2014 and 2019 to reach 7.6 billion (US$ 10.2 billion) at the end of the forecast period. A point solution will in most cases constitute the consumer s first smart home purchase. In fact, point solutions outsold whole-home systems in 2014 by a factor of six to one and generated 59 percent of the combined market revenues in North America and Europe. The most successful point solutions to date include smart thermostats, security systems, smart light bulbs, network cameras and multi-room audio systems. These products are marketed by incumbent OEMs such as Honeywell, Danfoss and Philips; service providers such as SFR, British Gas, Eneco and Protection1; and new entrants such as Nest, Ecobee, LIFX, MyFox and D-Link. In the whole-home system market, traditional home automation system vendors such as Crestron, Control4, Gira and Jung are facing new competition as companies from adjacent industries are entering the market. New entrants such as ADT, Vivint, Comcast and AT&T in North America as well as eq-3, RWE, Verisure and Loxone in Europe have already established themselves among the largest whole-home solution vendors in their respective regions. The smart home market is gradually gaining broader consumer awareness. In North America, advertising in mass media has increased significantly in the past year and major retail chains such as Target and Wal-Mart have recently started to sell home automation products in many of their stores. In Europe, the market will be fuelled by the numerous service providers that plan to launch or expand their smart home initiatives with support from large marketing campaigns in the coming year. Another development that will drive the smart home market in 2015 is Apple s commercial launch of HomeKit and the large number of HomeKit-compatible products that will be introduced by smart home product vendors. This will result in increased visibility among consumers that benefits all players in the market. This report answers the following questions: Which are the main verticals within smart homes and home automation? What are the drivers behind growth in Europe and North America? What are the challenges and roadblocks towards widespread adoption? What are the business models and channels-to-market for smart home solutions? How are product OEMs and whole home solution vendors positioning themselves? What home connectivity technologies are smart home system vendors betting on? Year What is the potential market size for cellular M2M in home automation? How will the smart home market evolve in the next five years? Total number of smart homes (Europe and North America )

71 Table of Contents Executive summary 1 Smart homes, connected homes and home automation 1.1 Introduction 1.2 Types of home automation Energy management and climate control systems Security and access control systems Lighting and window control systems Home appliances Audio-visual and entertainment systems Healthcare and assisted living Multifunction and whole-home automation systems 1.3 Home automation market segments Mainstream houses and multi-family dwellings The custom (luxury) segment New homes versus existing homes 1.4 Channels to market Professional installation Retail Service providers 2 Networks and communication technologies 2.1 Overview Different approaches to establishing interoperability Technology choices of product OEMs Technology choices of whole-home solution vendors The role of smart home platform vendors is changing 2.2 Smart home networking technologies Bluetooth DECT ULE EnOcean HomePlug HomeGrid INSTEON Io-homecontrol KNX Wi-Fi X ZigBee Z-Wave Thread 2.3 Smart home middleware and ecosystems AllSeen Alliance HomeKit IFTTT Open Interconnect Consortium QIVICON 2.4 Smart home platforms Alarm.com AlertMe Arrayent Greenwave Systems icontrol Technicolor Zonoff 3 Technology providers and OEMs 3.1 Market overview Compatibility with whole-home systems Point solutions are gaining traction among consumers Smart home strategies for product OEMs Connectivity enables new value propositions New entrants challenge incumbents with connected experiences 3.2 Security and access control system vendors ASSA ABLOY Chamberlain FortrezZ Kwikset MyFox Tyco UTC Climate, Controls & Security 3.3 Home appliances BSH Electrolux Haier LG Electronics Whirlpool 3.4 Lighting and window control system vendors CentraLite Leviton LIFX Lutron Osram Philips Lighting Somfy View 3.5 Audio-visual and entertainment system vendors D+M Group Kaleidescape Logitech Naim Niles Audio Sonos Sony 3.6 Energy management and climate control system vendors Danfoss Ecobee Honeywell Schneider Electric Tado QGate Radio Thermostat Company of America 3.7 Healthcare and assisted living CareTech Doro GreenPeak Technologies Legrand Lively Tunstall Healthcare Group 4 Service providers and wholehome system vendors 4.1 Market overview The European market The North American market Attach rates per application area in whole-home systems 4.2 Market segments and go-to-market strategies Professionally monitored security Traditional home automation DIY systems Fee-based home control 4.3 Whole-home system OEMs Belkin Control Crestron Electronics D-Link Essence Group eq Fibaro Gigaset Ingersoll Rand Loxone Electronics M2M Solution Nest SmartThings Wink 4.4 Smart home service providers ADT AT&T British Gas Comcast RWE SFR Verisure Vivint 5 Market forecasts and conclusions 5.1 Market trends and analysis Greater consumer awareness benefits all players Lower price points opens the doors to the mass market Cloud-based systems enable new services Open versus closed smart home ecosystems getting the timing right Professional security leads the North American smart home market Smart thermostats gain traction in Europe and North America Cellular M2M in the smart home market 5.2 Europe Revenues Shipments Installed base 5.3 North America Revenues Shipments Installed base Glossary

72 M2M Research Series Smart Metering in Europe Smart Metering in Europe is the eleventh consecutive report from Berg Insight analysing the latest developments for smart metering in Europe. This strategic research report from Berg Insight provides you with over 280 pages of unique business intelligence, including 5-year industry forecasts, expert commentary and real-life case studies on which to base your business decisions. Highlights from the eleventh edition of the report: Full coverage of the European market with in-depth market profiles of all countries in EU28+2. Case studies of smart electricity and gas metering projects by the leading energy groups in Europe. 360-degree overview of next generation standards for PLC and RF smart grid communication. Updated profiles of the key players in the metering industry. New detailed forecasts for smart electricity and gas meters in 30 countries until Summary of the latest developments in the European energy industry. Order now! Please visit our web site to order this report and find more information about our other titles at Berg Insight s M2M Research Series What are the key business opportunities in the emerging wireless M2M/IoT market? Berg Insight s M2M Research Series is a unique series of 20 market reports published on a regular basis. Each title offers detailed analysis of a specific vertical application area such as smart metering, fleet management or vehicle telematics. Once per year we also publish summaries of our research with detailed forecasts for the Global and European wireless M2M markets, respectively. See inside for further details

73 M2M Research Series Half of the energy meters in Europe will be smart by 2020 EU28+2 has 281 million metered electricity customers and the annual demand for electricity meters for new installations and replacements is in the range of million units. Penetration for smart meters, providing more comprehensive functionality than basic meter data collections, was 24 percent at the end of By 2020, Berg Insight projects that the penetration rate will increase to 58 percent, driven by large rollouts in Spain, France and the UK, in combination with nationwide rollouts in several smaller countries. The installed base of smart electricity meters is forecasted to grow at a compound annual growth rate of 15.8 percent between 2014 and 2020 to reach million units at the end of the period. The rate of installations is expected to accelerate towards the end of the decade as nationwide rollouts in France and eventually also the UK get underway. Berg Insight also anticipates that deployments of a new generation of smart meters will start in Italy by circa 2020 as the first intelligent metering devices installed in the country reach the end of their technical lifespan. Moreover an uptake in adoption in Germany is likely, although fullscale installations cannot be expected to begin before the mid-2020s. Europe s national governments play a key role for the adoption of smart metering. The EU s highly publicised 20/20/20 targets merely include a recommendation for the member states to evaluate the technology and introduce it if there is a positive business case. Over the past years, almost all European countries have performed cost benefit analyses of smart metering and the majority of the cases have resulted in a recommendation to go ahead with a rollout. Italy and Sweden were the first countries in Europe to complete smart meter rollouts in the late 2000s, followed by Finland at the end of A second wave of deployments is now prepared or underway in France, the Netherlands, Spain, the UK and several other countries in Western Europe. Estonia is doing the first nationwide rollout in Eastern Europe, where other markets with a high level of activity also include Poland and Latvia. At the end of 2014, a total of seventeen European countries had developed regulatory roadmaps for the full-scale introduction of smart meters and at least two more were planning for partial rollouts. Among the largest countries, only Germany remains indecisive about smart meters. The official position of Germany s federal government is that the country should design the roll-out of smart metering systems in a targeted fashion which meets the needs of its energy reforms Millions Units 50 Installed base of smart electricity meters (EU ) Installed base of smart gas meters (EU ) A proposed plan for a partial rollout to around 30 percent of the households is currently being evaluated. If approved, Berg Insight believes that it could result in a gradual ramp-up of smart meter deployments in the late 2010s and full-scale replacements beyond The year 2014 was mixed with both positive and negative events affecting the smart metering industry. On the positive side, the major French utilities ERDF and GrDF finally announced that they were going ahead with their smart meter rollouts, signing large contracts with equipment vendors. There were also several new projects announced in Eastern European countries such as Poland and Latvia. On the negative side, the UK s DCC announced that it will be unable to launch the national smart metering solution on time and proposed a one year delay until the end of 2016, which probably postpones the start of the mass-rollout until In the area of smart meter communications, the most significant event was the tie-up between Alliander and Enexis to deploy a joint CDMA450 network for smart grid applications in the Netherlands. Smart gas metering is starting to take off in Europe as a number of countries have identified a positive business case for the technology. Seven countries Austria, France, Ireland, Italy, Luxembourg, the Netherlands and the UK have made positive assessments in their national cost benefits analyses and plan full-scale rollouts. The Netherlands made the installation of smart gas meters mandatory for new connections and replacements in 2012 and the UK has also started with replacements on a small scale. During 2015, large-scale installations are planned to begin in France and Italy as well. At the end of 2014, there were 2.5 million smart gas meters in operation, corresponding to a penetration rate of around 2 percent. By 2020, Berg Insight projects that the rate will increase to 40 percent, mainly driven by nationwide rollouts in the UK, Italy and France. The installed base of smart gas meters is forecasted to grow at a compound annual growth rate of 63.8 percent between 2014 and 2020 to reach 49.0 million units at the end of the period. This report answers the following questions: What are the current time plans for smart meter rollouts in Europe? Who are the leading adopters of smart metering in Central and Eastern Europe? How are smart meter deployments proceeding in France, Spain and the UK? What are the plans for smart gas meter rollouts until 2020? Why are CDMA-450, long-range RF and BPL emerging as alternative communication technologies for smart meters? Which are the leading suppliers of smart metering solutions for the European market? Year How are ICT providers positioning themselves in the value chain?

74 Table of Contents Executive summary 1 Electricity, gas and district heating markets in Europe 1.1 Energy industry players 1.2 Electricity market 1.3 Gas market 1.4 District heating market 2 Smart metering solutions 2.1 Introduction to smart grids 2.2 Smart metering Smart metering applications Smart metering infrastructure Benefits of smart metering 2.3 Project strategies System design and sourcing Rollout and integration Implementation and operation Communicating with customers 2.4 Regulatory issues Models for the introduction of smart meters Standards and guidelines Individual rights issues 3 Networks and communication technologies 3.1 Smart grid communication networks Smart grid network architecture Communication technology options 3.2 PLC technology and vendors International standards organisations G3-PLC PRIME Meters & More LonWorks HomeGrid HomePlug Semiconductor companies 3.3 RF technology and vendors International standards organisations Thread Wi-SUN ZigBee Z-Wave 3.4 Cellular technology and vendors G networks G and 4G networks Cellular M2M module vendors 3.5 Low power wireless technology and vendors Sigfox Weightless 4 Smart metering industry players 4.1 Meter vendors Landis+Gyr Itron Elster AEM Aidon Apator Circutor Diehl Metering EDMI Meters Elektromed Elgama Elektronika EMH Metering Energomera GE Digital Energy Hager Hexing Electrical Iskraemeco Janz Kaifa Technology Kamstrup Linyang Electronics MeteRSit Mitsubishi Electric Orbis RIZ Sagemcom Sanxing Electric Secure Meters VIKO Wasion ZIV ZPA Smart Energy 4.2 Smart grid networking and solution providers ADD Grup AP Systems Connode Corinex Cyan Technology Networked Energy Services NURI Telecom Ormazabal Power Plus Communications Sensus Siemens Silver Spring Networks Trilliant Xemex 4.3 Smart metering software and data analytics solution providers C3 Energy Cuculus Energyworx Enoro Ferranti Computer Systems Görlitz Kisters Netinium Opower Oracle Powel SAP Telecontrol STM 4.4 System integrators and communication service providers Arqiva Atos Worldgrid Capgemini CGI Deutsche Telekom Eltel Networks Ericsson IBM Kapsch LG CNS Maingate Omnetric Group S&T Schneider Electric Telefónica Telekom Austria TeliaSonera UtilityConnect Vodafone 5 Market profiles 5.1 Regional summary EU smart metering policies Top smart metering projects in EU28+2 countries 5.2 Austria 5.3 Belgium 5.4 Bulgaria 5.5 Croatia 5.6 Cyprus 5.7 Czech Republic 5.8 Denmark 5.9 Estonia 5.10 Finland 5.11 France 5.12 Germany 5.13 Greece 5.14 Hungary 5.15 Ireland 5.16 Italy 5.17 Latvia 5.18 Lithuania 5.19 Luxembourg 5.20 Malta 5.21 Netherlands 5.22 Norway 5.23 Poland 5.24 Portugal 5.25 Romania 5.26 Slovakia 5.27 Slovenia 5.28 Spain 5.29 Sweden 5.30 Switzerland 5.31 United Kingdom 6 Case studies: Smart metering projects in Europe 6.1 Enel The Telegestore project in Italy New generation of smart meters and system solutions Endesa s smart metering project in Spain Smart meter rollout plan for Romania 6.2 ERDF The Linky Programme System development and large-scale pilot Full-scale rollout plans 6.3 E.ON Sweden: Initial experiences from a smart meter rollout Spain and the UK: Complete rollouts before Germany and Central Europe: Pilot projects and retail propositions 6.4 Iberdrola The PRIME project Smart metering rollout in Spain 6.5 GrDF 6.6 Smart metering projects in the Netherlands Alliander Enexis Stedin Delta, Cogas, Rendo and Westland 6.7 The UK Smart Meter Implementation Programme Arqiva s FlexNet radio solution for the North Telefónica s cellular and mesh solution for the Centre and South 6.8 Germany s smart grid networking architecture 6.9 Smart metering projects in Southeast Europe HEDNO s plans for a large-scale smart metering pilot in Greece EPCG s smart meter rollout in Montenegro Smart metering pilots in Turkey 7 Market forecasts and trends 7.1 Market trends Governments initiate rollouts but rely on the industry for implementation No end in sight for market fragmentation Private infrastructure and broadband technology trends in networking 7.2 Smart electricity metering market forecast Geographical markets Capital expenditure forecast Communication technology market shares 7.3 Smart gas metering market forecast 7.4 Smart metering network gateway market forecast Glossary

75 M2M Research Series Connected Care in Europe Connected Care in Europe is a comprehensive report from Berg Insight analysing the latest developments on the telehealth and telecare markets in this region. This strategic research report from Berg Insight provides you with 120 pages of unique business intelligence including 5-year industry forecasts and expert commentary on which to base your business decisions. This report will allow you to: Profit from 40 new executive interviews with market leading companies. Identify key players in the connected care ecosystem. Learn about the latest developments in connected care devices and services. Understand the dynamics of the European healthcare and social care systems. Evaluate how the adoption of next-generation solutions is proceeding. Benefit from expert market analysis including detailed market forecasts lasting until Order now! Please visit our web site to order this report and find more information about our other titles at Berg Insight s M2M Research Series What are the key business opportunities in the emerging wireless M2M/IoT market? Berg Insight s M2M Research Series is a unique series of 20 market reports published on a regular basis. Each title offers detailed analysis of a specific vertical application area such as smart metering, fleet management or vehicle telematics. Once per year we also publish summaries of our research with detailed forecasts for the Global and European wireless M2M markets, respectively. See inside for further details

76 M2M Research Series Connected care revenues in Europe will reach 4.8 billion by 2019 The ageing population and the increasing prevalence of chronic diseases will be two of the greatest challenges in Europe during this century. It is widely believed that connected care solutions can ease the burden on society by enabling more efficient delivery of care and allowing people to live independently in their homes for longer. Berg Insight s definition of connected care comprises telecare and telehealth solutions that are used for the remote delivery of healthcare and social care services. Today, the most common connected care solution is the traditional telecare alarm, which includes a wearable alarm button that the user presses in the case of an emergency. Next-generation telecare systems are technologically more advanced and can automatically trigger an alarm, for instance if the user leaves home at an unexpected time or forgets to take his or her medicine. Furthermore, next-generation telecare solutions include mobile telecare alarms that users can carry with them at all times. Telehealth solutions involve connected medical devices and monitoring services that are used for the remote management of patients with COPD, chronic heart failure, diabetes, hypertension, asthma, coronary heart disease or chronic kidney disease. Traditional telecare is the largest and most mature segment of the connected care market with a total of 4.55 million users at the end of In contrast to this, the markets for next-generation telecare and telehealth solutions are still in nascent stages. At the end of 2013, there were 0.69 million users of next-generation telecare solutions in EU28+2, whereas the number of telehealth users reached just 0.06 million. The total number of people using connected care solutions totalled 4.7 million at the end of 2013, as there is some overlap between the three solution categories. The market is forecasted to grow at a CAGR of 19.8 percent during the next six years to reach 13.7 million connected care users by Berg Insight expects that traditional telecare will remain the largest segment of the connected care market with 5.6 million users in However, traditional telecare will be closely followed by next-generation telecare and telehealth that are growing more quickly and will reach a forecasted 4.9 million users and 4.7 million users respectively at the end of the forecast period. Connected care revenues in the EU28+2 countries reached an estimated 1.7 billion in This includes revenues from traditional telecare solutions, next-generation telecare solutions and telehealth solutions. The market is expected to grow at a CAGR of 19.0 percent between 2013 and 2019 to reach 4.8 billion at the end Millions Connected care systems in use, millions (Europe ) 2019 Year of the forecast period. Traditional telecare solutions accounted for the largest share of the market in 2013, but will not grow as quickly as the next-generation telecare and telehealth markets during the next six years. The traditional telecare equipment market in Europe is highly consolidated. The two major players Tunstall and Legrand hold leading positions in nearly all markets and together account for 70 percent of telecare unit sales in the region. The next-generation telecare market is on the other hand fragmented. In addition to the leading telecare equipment vendors, companies active in the nextgeneration market include specialized providers such as Essence Group, Telecom Design and Vivago in activity monitoring; Doro, Everon and Limmex in mobile telecare; and Evondos, Innospense and Medicpen in medication compliance monitoring. The telehealth market is similarly a fragmented market that is evolving quickly. Many new start-ups as well as well-established solution providers from adjacent industries are entering the market. Examples include Alere, Apple, BT Group, Comarch, Silverbullet, SHL Telemedicine, Telefónica and Voluntis. The ongoing digitalization of telephone networks in Europe will require massive replacements of PSTN-based telecare systems in the coming years. At the same time, there is rising interest in new types of solutions that enable social care and healthcare services to be delivered more efficiently. Berg Insight expects that these trends will catalyse the transition to the next generation of connected care solutions. One of the results of this shift will be that software becomes more important in a market that has traditionally been hardwarecentric a change that can allow new companies to enter the market and result in substantial changes in the competitive landscape. The transition to digital technologies is good news for mobile network operators, as the vast majority of all new connected care systems rely on cellular connectivity. In fact, Berg Insight predicts that the number of cellular connections will grow from around 0.3 million in 2013 to more than 7.7 million in This report answers the following questions: Which are the main verticals within connected care? What are the main drivers on this market in Europe? How many people are using telecare systems in each European country? What are the general technology trends for connected care products? How will the digitalisation of telephone networks affect the market? Which are the leading telecare equipment providers in Europe? How will the connected care market evolve in the next five years? Will the markets for telehealth, telecare and smart home solutions converge? What is the potential market size for wireless M2M communication?

77 Table of Contents Executive summary 1 Healthcare and social care in Europe 1.1 Introduction The ageing population Metabolic syndrome and lifestyle related diseases 1.2 Chronic diseases Cardiovascular diseases Hypertension Chronic respiratory diseases Diabetes 1.3 Medical conditions Autism Dementia Epilepsy Other cognitive and physical disabilities 1.4 Healthcare and social care systems Healthcare systems Social care systems 1.5 The regulatory environment Medical device regulations Privacy regulations 2 Traditional telecare solutions 2.1 Market overview Form factors and use cases Value chain Competitive landscape 2.2 Solution providers Azur Soft Bosch Healthcare CareTech Centra Pulse Chubb Community Care Eurocross Jontek Legrand TBS Group Tunstall Healthcare Group Verklizan Urmet ATE 3 Next-generation telecare solutions 3.1 Market overview Form factors and use cases Value chain Competitive landscape 3.2 Solution providers Doro Evermind Everon Evondos Essence Group Innospense Just Checking KPN Limmex Lively LOSTnFOUND Medicpen Merck Serono Numera Oysta Technology Telecom Design Vivago 4 Telehealth solutions 4.1 Market overview Form factors and use cases Value chain Competitive landscape 4.2 Solution providers Alere Apple HealthKit BePatient Solutions BodyTel BT Group Comarch CSC Scandihealth edevice H2AD Hope Care Medic4All Medixine Medvivo S3 Group SHL Telemedicine SilverBullet Swissmed Mobile Qualcomm Life Telbios Telefónica Vitaphone Voluntis 5 Market forecasts and conclusions 5.1 Market trends and analysis PSTN network digitalization drives transition to IP-based telecare systems Millions of new cellular connections will be needed for connected care Next-generation activity monitoring solutions enable new use cases Technological developments will affect the competitive landscape Convergence between telecare and telehealth BYOD will become a viable option for telehealth The medication compliance monitoring market gains momentum in Europe The interest in mobile telecare solutions is growing 5.2 Market forecasts Traditional telecare Next-generation telecare Telehealth 5.3 Revenue forecasts Traditional telecare Next-generation telecare Telehealth Glossary

78 M2M Research Series The Global Wireless M2M Market The Global Wireless M2M Market is the sixth consecutive report analysing the latest market developments in all regions of the world. This strategic research report from Berg Insight provides you with 260 pages of unique business intelligence including 5-year industry forecasts and expert commentary on which to base your business decisions. Highlights from the sixth edition of the report: 360-degree overview of the M2M ecosystem. Updated profiles of the main suppliers of wireless M2M modules and software platforms. Reviews of the M2M strategies of leading mobile operators. Summary of industry trends in key vertical market segments. Statistical data on M2M subscribers in Europe, the Americas and Asia-Pacific. Extensive global and regional market forecasts lasting until Order now! Please visit our web site to order this report and find more information about our other titles at Berg Insight s M2M Research Series What are the key business opportunities in the emerging wireless M2M/IoT market? Berg Insight s M2M Research Series is a unique series of 20 market reports published on a regular basis. Each title offers detailed analysis of a specific vertical application area such as smart metering, fleet management or vehicle telematics. Once per year we also publish summaries of our research with detailed forecasts for the Global and European wireless M2M markets, respectively. See inside for further details

79 M2M Research Series Connected management is the next megatrend in M2M The global wireless M2M market performed well in 2013, displaying growth in all major world regions and vertical segments. Berg Insight estimates that shipments of cellular M2M devices increased by 13.5 percent to a new record level of 68.0 million units. Adjusted for churn, this resulted in net additions of 33.4 million M2M connections in 2013, taking the worldwide number of cellular M2M subscribers to an estimated million. Until 2019, Berg Insight forecasts that shipments of cellular M2M devices are forecasted to grow at a compound annual growth rate (CAGR) of 21.1 percent to reach million units. Due to the wide adoption of wireless M2M technology across many industries, a substantial share of M2M device shipments is now generated from replacement sales. Furthermore there will be a growing number of dormant devices in segments such as automotive and consumer electronics that never become activated. As a result the net increase of M2M subscribers will be substantially lower than M2M device shipments. Berg Insight forecasts that the number of cellular M2M connections will grow at a compound annual growth rate (CAGR) of 22.9 percent between 2014 and 2019 to reach million at the end of the period. M2M and connected devices are widely recognised as key future growth markets among the leading players in the mobile telecommunications industry. China Mobile reported 32.0 million M2M subscribers in China at the end of Vodafone is the largest international provider of M2M connectivity, as well as a major regional player in Europe, with a reported subscriber base of 15.2 million. AT&T was number one in the US market reporting 16.3 million M2M subscribers, ahead of Verizon Wireless at approximately 9.0 million. Telefónica ranked number five worldwide, with 8.6 million reported M2M subscribers in Europe and Latin America, barely ahead of China Unicom with approximately 8.5 million. Other top ten players included Softbank/Sprint, Deutsche Telekom, Telenor and America Móvil with between 6.7 million and 8.0 million M2M subscribers each. The mega-trend driving technology adoption in Europe and North America is what Berg Insight calls the concept of connected management. The IT-revolution has created new opportunities to Million Connections Year collect and analyse data for the purpose of managing objects and behaviours. Connected management is based on the connection of remote devices to applications for the purpose of managing assets & products, costs & revenues, relationships & behaviour etcetera. The connected car is a typical application area where automobile manufacturers develop solutions enabling themselves and the driver to manage the vehicle and the driving experience through a range of applications. Connected fleets is the underlying trend for most other vehicle-based applications that enable fleet operators and external stakeholders such as governments, insurance companies and financial service providers to manage vehicles, operations, risks and revenues associated to the vehicle such as taxes and insurance premiums. The Connected Enterprise is emerging as a blueprint for corporate management, based on the vision that every asset and product should be directly linked to the enterprise network, feeding data in real-time to relevant IT-systems. China has emerged as the world s largest market for wireless M2M communications in terms of installed base and recorded massive growth rates over the past years. The Chinese M2M market is strongly influenced by centralised planning by the national government. During the first half of 2012, the Chinese government announced a series of initiatives for the IoT sector as part of the 12th five-year plan for the period IoT was selected as one of the main national strategic emerging industries, with a particular focus on smart sensors and RFID technologies. Cellular M2M technology is also finding many applications, particularly in smart grid, intelligent transportation and public safety. China s national utility State Grid began deploying smart meters on a large scale during 2011 and expects to cover the vast majority of its customers by the end of During 2012 and 2013, the utility procured around 18 million data concentrators for the rollout, which Berg Insight believes accounted for a significant part of the reported net additions of M2M subscribers in China during the period. This report answers the following questions: How will the global wireless M2M market evolve over the next five years? What are the main drivers behind growth in major regions and industries? What is the status of M2M in emerging markets? What are the leading global mobile operators strategies for the M2M market? Which are the strategic options for moving up the M2M value chain? Who are the leading providers of M2M connectivity and application enablement platforms? How are 3G/4G technologies transforming the M2M device market? How can CSPs fulfill global connectivity needs? Cellular M2M network connections (World )

80 Table of Contents Executive summary 1 Introduction to wireless M2M 1.1 Introduction 1.2 Devices Chipsets, modules and terminals SIM solutions and embedded UICC Device design and machine integration Value chain 1.3 Networks G/3G cellular networks CDMA networks LTE networks Non-cellular wireless networks and hybrid solutions M2M software platforms 1.4 Applications Car telematics Fleet management Smart grids and intelligent metering Fixed wireless communication Remote control and monitoring Consumer electronics 1.5 Solution providers and integrators Device manufacturers System integrators Vertical ASPs B2B/B2C service providers OEMs 2 M2M technology providers 2.1 Wireless M2M module vendors Sierra Wireless Gemalto M2M Telit u-blox SIMCom Quectel Huawei Novatel Wireless Other embedded module vendors 2.2 SIM and device management solutions Giesecke & Devrient Oberthur Technologies Mformation Red Bend Software Safran Morpho 2.3 M2M connectivity management platforms Ericsson Jasper Technologies Amdocs Comarch ntels Telenity Proprietary platforms 2.4 M2M application enablement platforms Axeda Bosch Software Innovations Cumulocity Etherios ILS Technology ThingWorx Xively 2.5 Industry analysis G saved the wireless module vendors M2M connectivity platforms become more advanced and differentiated Can M2M application enablement platforms live up to the high expectations? 3 M2M communication providers 3.1 Europe Vodafone Deutsche Telekom Telefónica Orange Telenor Belgacom EE KPN MTS SFR Telecom Italia Swisscom Telekom Austria TeliaSonera Tele Other M2M connectivity providers 3.2 The Americas AT&T Verizon Communications Sprint T-Mobile USA Rogers Communications Bell Canada América Móvil Vivo 3.3 Asia-Pacific China Mobile China Unicom China Telecom Softbank NTT Docomo KDDI SK Telecom SingTel Telkomsel Axiata Telstra 3.4 Middle East and Africa Etisalat Turkcell Vodacom 3.5 M2M managed service providers Aeris Communications KORE Telematics Maingate Numerex RACO Wireless Stream Technologies Telit m2mair Wireless Logic Wyless International mobile data aggregators 3.6 Satellite network operators Orbcomm Iridium Inmarsat Globalstar 3.7 Mobile operator alliances Bridge M2M Alliance Global M2M Association M2M World Alliance 3.8 Industry analysis The great game of M2M Horizontal globalisation versus vertical specialisation Strategic considerations for regional and national mobile operators 4 Key vertical markets 4.1 OEM automotive Automotive industry trends Automobile manufacturer telematics strategies Regional market trends 4.2 Aftermarket automotive Key industry players Enterprise solutions fleet management Consumer solutions SVT, usage-based insurance and vehicle financing Government solutions vehicle tax collection and monitoring 4.3 Utilities smart grids and metering Energy meters Regional smart meter market trends Mobile communication technologies for smart grid and metering networks 4.4 Other vertical markets POS-terminals Security alarms Consumer electronics Healthcare Other industrial and enterprise 5 Market analysis and forecasts 5.1 Market trends Europe and North America China Emerging markets 5.2 Global market forecast Devices Network connectivity Vertical markets Technology standards 5.3 Europe 5.4 North America 5.5 Latin America 5.6 Asia-Pacific 5.7 Middle East & Africa Glossary

81 M2M Research Series Consumer Electronics and Wireless M2M Consumer Electronics and Wireless M2M is the third consecutive report from Berg Insight analysing the latest trends on the worldwide market for embedded cellular connectivity in consumer devices. This strategic research report from Berg Insight provides you with 150 pages of unique business intelligence including 5-year industry forecasts and expert commentary on which to base your business decisions. This report will allow you to: Understand the key enablers for growth in the connected consumer device market. Identify key players in the connected consumer device ecosystem. Benefit from detailed forecasts for eleven different device categories until Learn about the dynamics of the consumer electronics market in Europe, North America and ROW. Evaluate the business opportunities in the emerging connected consumer device segment. Predict future market and technology developments. Order now! Please visit our web site to order this report and find more information about our other titles at See inside for further details Berg Insight s M2M Research Series What are the key business opportunities in the emerging wireless M2M market? Berg Insight s M2M Research Series is a unique series of market reports published on a quarterly basis. Each title offers detailed analysis of a specific vertical application area such as smart metering, fleet management or vehicle telematics. Once per year we also publish summaries of our research with detailed forecasts for the Global and European wireless M2M markets, respectively.

82 M2M Research Series Wearable technology is a new promising segment in the consumer M2M market The consumer electronics market has experienced an incredible growth during the digitalisation era in the last decade. Today, dedicated devices such as PNDs, digital cameras, handheld gaming consoles, e-readers and PMPs are facing fierce competition from converged multipurpose devices such as smartphones and tablets. Wearable technology is an emerging product category with very high growth potential in the coming years. Mobility, connectivity and personalisation are three of the most important trends within consumer electronics. Instant access to information and social networks as well as consuming and sharing media are important parts of people s digital lifestyles. The growing desire for people to stay connected makes wireless consumer devices an opportunity for the telecom industry to expand their market beyond mobile handsets. Consumer electronics has emerged as a new application category for wireless M2M in the past years. Consumer M2M devices are neither classified as handsets, PCs, tablets nor traditional M2M devices. The product category includes e-readers, portable media players, gaming consoles, digital cameras, digital photo frames, PNDs, speed camera warning devices, personal tracking devices, consumer health devices, sensor devices, smart glasses, smart watches and wearable activity trackers. The reasons for cellular connectivity vary and are often a way to meet the needs for connected features introduced in multipurpose devices. Media and entertainment devices can offer instant distribution of digital content. Imaging devices enable instant media sharing on social networks and seamless usage of cloud storage services. Personal navigation devices and speed camera warning devices can provide users with real time traffic information and other online content. Personal tracking devices and consumer health products enable remote monitoring of sensor statuses such as location, blood pressure and glucose levels. Wearable technology allows for mobility and increased autonomy which can enhance the usability of these products. The market for consumer M2M devices is still in its early stage. Until now, the most connected device categories are e-readers and PNDs. New connected products such as Sony s PS Vita and Samsung s Galaxy cameras as well as smaller scale success stories from newer entrants such as the PocketFinder from Location Based Technologies show the market potential. Berg Insight estimates that total shipments of consumer M2M devices reached 5.3 million devices in Million Units Annual shipments of consumer M2M devices with embedded cellular connectivity, million units (World ) Year Growing at a compound annual growth rate of 21.1 percent, the shipments are expected to reach 13.8 million devices by Berg Insight predicts that smart watches, personal tracking devices and digital cameras will then be the best selling product categories, accounting for over 23 percent, 17 percent and 14 percent respectively of the total shipments. Berg Insight estimates that the number of connected M2M consumer devices reached 15.1 million at the end of Growing at a compound annual growth rate of 16.8 percent, the number of network connections from consumer M2M devices are expected to reach 32.8 million in Due to early mass adoption and relatively steady sales of the 3G equipped Kindle from Amazon, E-readers will at the end of the forecast period still be the most common consumer M2M device accounting for 27 percent of the total number of connections. PNDs, smart watches and personal tracking & monitoring devices will at the same time account for 17 percent, 13 percent and 12 percent respectively of the total number of connections. North America is currently the most important market for consumer M2M devices and accounted for about 3 million of the total device shipments in The second largest market is Europe with 1.7 million device shipments followed by the rest of world with 0.5 million device shipments. Berg Insight anticipates that North America will remain the largest region with a market share of 36 percent in Europe and the rest of world will account for 34 and 30 percent respectively of the connected device shipments in the same year. Continuously decreasing prices of cellular modules and chipsets are key developments for growth in the connectivity market. The deployment of high-speed cellular networks such as HSPA+ and LTE on most markets is another important driver enabling bandwidth-hungry applications. The exploding sales of connected mobile broadband products such as tablets further illustrates the benefits of cellular connectivity and will increase the demand for other consumer M2M devices as well. The telecom industry is depending on multiple connections per user for growth. Business model innovation is required in order to make it attractive for consumers to have multiple devices with cellular connections. This report answers the following questions: Which consumer devices offer the best potential for embedded cellular connectivity? What are the main drivers behind growth in Europe, North America and ROW? When will cellular connectivity be a common option in consumer devices? What are the experiences from adding cellular connectivity to consumer devices so far? How will the global consumer device market evolve over the next five years? In what ways will LTE impact the consumer M2M device market? How can the mobile industry contribute to the adoption of wireless technology in consumer electronics? Which are the leading manufacturers of consumer electronics products?

83 Table of Contents Executive summary 1 Introduction to consumer electronics and wireless M2M 1.1 The consumer electronics market Consumer electronics market trends Leading consumer electronics companies Regional markets 1.2 Introduction to wireless M2M Value chain Device connectivity Cellular Wireless networks Bluetooth, Wi-Fi and NFC technologies Wireless M2M applications The wireless M2M communication provider market The wireless module and chipset market 1.3 Wireless M2M and consumer electronics Mobile data device categories Consumer M2M devices Internet connectivity in consumer electronics 2 Media and entertainment 2.1 E-readers The e-book market The e-reader market E-readers and cellular connectivity Business models for connected e-readers 2.2 Portable media players The portable media player market PMPs and cellular connectivity 2.3 Gaming Consoles The gaming console market Mobile gaming Gaming consoles and cellular connectivity 3 Imaging 3.1 Digital cameras The digital still camera market The digital video camera market Digital cameras and cellular connectivity 3.2 Digital photo frames The digital photo frame market Digital photo frames and cellular connectivity 4 Navigation, tracking and monitoring 4.1 Personal navigation and traffic information devices The personal navigation device market Connected personal navigation devices Speed camera warning devices 4.2 Personal tracking and monitoring devices Consumer oriented personal tracking devices Consumer health devices Sensor devices 5 Wearable technology 5.1 Smart glasses The smart glasses market Smart glasses and wireless connectivity 5.2 Smart watches The smart watch market Smart watches and wireless connectivity 5.3 Wearable fitness and activity trackers The wearable fitness device market 6 Market forecasts and trends 6.1 Global market outlook 6.2 Market trends and drivers Devices Cellular networks, modules and chipsets Providing international coverage Business model innovation 6.3 Market forecasts Media and entertainment E-readers Portable media players Gaming consoles 6.4 Market forecasts Imaging Digital cameras Digital photo frames 6.5 Market forecasts Navigation, tracking and monitoring Personal navigation and traffic information devices Personal tracking and monitoring devices 6.6 Market forecasts Wearable technology Smart glasses Smart watches Fitness and activity trackers 6.7 Regional market developments 7 Telecom industry and consumer electronics players 7.1 Major consumer electronics vendors Samsung Electronics Sony Apple 7.2 Media and entertainment device vendors Amazon Barnes & Noble Hanvon Technology Kobo Nintendo Microsoft Archos 7.3 Imaging device vendors Canon Nikon Olympus Panasonic Fujifilm Woodman Labs (GoPro) Q Lifestyle 7.4 Personal navigation, tracking and monitoring device vendors Garmin TomTom MiTAC Coyote Systems Road Angel Wikango Location Based Technologies 7.5 Wearable technology vendors Google Recon Instruments Pebble Technology Fitbit Nike 7.6 Mobile network operators China Mobile AT&T Vodafone Deutsche Telekom Telefónica 7.7 Wireless M2M technology and service providers Sierra Wireless Huawei Qualcomm Ericsson Jasper Wireless Glossary

84 M2M Research Series Smart Metering in North America and Asia-Pacific Smart Metering in North America and Asia-Pacific is the second consecutive market report from Berg Insight analysing the latest developments for smart metering in two dynamic regions. This strategic research report from Berg Insight provides you with over 160 pages of unique business intelligence, including 5-year industry forecasts, expert commentary and real-life case studies on which to base your business decisions. Highlights from the report: Case studies of smart metering projects by the leading energy industry players in North America and Asia-Pacific. In-depth market profiles of the US, Canada, China, Japan, South Korea, Australia and New Zealand. Status updates on the development of smart grid and communication technology. Profiles of the key players in the smart metering industry in North America and Asia-Pacific. Forecasts for smart meter shipments and penetration rates until Analysis of the latest market and industry developments in each region. Order now! Please visit our web site to order this report and find more information about our other titles at See inside for further details Berg Insight s M2M Research Series What are the key business opportunities in the emerging European wireless M2M market? Berg Insight s M2M Research Series is a unique series of market reports published on a quarterly basis. Each title offers detailed analysis of a specific vertical application area such as smart metering, fleet management or vehicle telematics. Once per year we also publish summaries of our research with detailed forecasts for the Global and European wireless M2M markets, respectively.

85 M2M Research Series Smart meters spread through North America and Asia-Pacific Smart grid is one of the latest buzzwords in the energy sector and has become a catch-phrase for politicians, academics and industry leaders alike. The vision is to exploit the latest technology to address the immense challenge of securing the energy supply in the 21st century. The concept of smart grids is at times put forward as a revolutionary solution to a wide array of problems, ranging from the West s dependency on Middle Eastern oil to global warming. A more realistic expectation is however that smart grid technology will contribute to improved efficiency and reliability in energy distribution and better optimisation in allocation of resources and utilisation of assets. Smart metering is widely regarded as the cornerstone for future smart grids. In the history of metering technology, smart metering represents the third stage in a chain of developments spanning more than 100 years. Manually read meters have been around since the advent of the utility industry in the late 19th century. Over the last three decades, automated meter reading (AMR) based on one-way or two-way communication has evolved. Smart metering broadens the scope of AMR beyond just meter readings with additional features enabled by two-way data communication. A smart metering solution generally delivers a range of applications using an infrastructure comprising networked meters, communication networks and data collection and management systems. Smart electricity meters are being introduced all over the developed world. North America and Asia-Pacific are two of the most dynamic market regions that will see massive projects realised over the next five to ten years. Berg Insight forecasts that the installed base of smart electricity meters in North America will grow at a compound annual growth rate of 22.5 percent between 2010 and 2016 to reach 87.4 million units at the end of the period. Asia-Pacific is projected to see the installed base of smart meters soar from a low level to million units by North America has the world s highest penetration of automatic meter reading, exceeding 50 percent. Over the past years, many of the largest utilities in the US have embarked on ambitious smart grid schemes where one of the main objectives is to deploy second generation advanced metering infrastructure. AEP, PG&E, Southern California Edison, Southern Company, Florida Power & Light and Oncor are some of the largest utility groups having committed to full-scale rollouts to all customers. Furthermore there are numerous projects % China South Korea USA & Canada Australia & New Zealand Projected penetration rates for smart electricity meters in North America and Asia-Pacific Japan among medium sized and small utilities throughout the country. National and state policies play a major role in shaping developments. The US market received a major boost through the Obama Administration s American Recovery and Reinvestment Act that includes US$ 43 billion ear-marked for the energy sector plus tax incentives. A number of states, including California, Texas, Florida and Pennsylvania have approved utility plans for massive smart meter deployments, while others such as Virginia have turned down major project proposals. In Canada, the provinces of Ontario and British Columbia have introduced mandatory requirements for smart electricity meters for all customers. Hydro-Québec announced Canada s largest project to date in 2011, involving 4.0 million metering points. East Asia is in the earliest phase of the adoption of smart metering technology. Large-scale rollouts to residential customers have only recently begun in Japan and South Korea, while China remains in the piloting stage. National and industry leaders do however have clear visions for the adoption of the technology over the course of this decade. South Korea has adopted a national plan for the construction of a smart grid by Japan already has the world s most advanced power grid monitoring systems in place and several of the leading utilities have announced plans for smart meter deployments over the next ten years. China is investing massively in the expansion of the nation s energy infrastructure to keep up with the rapidly increasing power demand. The country has begun deploying a new generation of more advanced electricity meters, which are prepared for two-way communication. China has however not yet decided on any final standards for smart grid networking. Although the country is on track to reach near 100 percent penetration for smart meters that support communication by 2015, there is not yet any infrastructure in place to network them into a nationwide smart grid. Australia and New Zealand began massive installations of smart meters at the end of the last decade. Adoption is driven by regulations in the case of Australia and by the main industry players in New Zealand. This report answers the following questions: How are national energy policies driving the adoption of smart metering? What new smart metering projects have been enabled by the US federal stimuli funds? What are the plans for smart meters deployments in British Columbia and Québec? When will China start the construction of a nationwide smart metering data network? What is the role for smart metering in South Korea s national smart grid plan? What is the current status for smart metering in Japan? What is driving adoption of smart meters in Australia and New Zealand? Who are leading the race for market leadership in North America? Which are the main providers of PLC and wireless communication technology for smart meters? Which are the emerging top players in the Chinese smart metering industry?

86 Table of Contents 1 Smart grids and intelligent meters 1.1 Introduction to smart grids 1.2 Smart metering Smart metering applications Smart metering infrastructure Benefits of smart metering 1.3 Project strategies System design and sourcing Rollout and integration Implementation and operation Communicating with customers 1.4 Regulatory issues Models for the introduction of smart meters Standardisation Individual rights issues 2 PLC and wireless communication technologies 2.1 PLC versus wireless communication PLC point-to-multipoint Wireless Mesh point-to-multipoint Cellular networks point-to-point Home area networking 2.2 PLC technology and vendors Industry associations and standards Tier one semiconductor companies Advanced Digital Design CURRENT Leaguer Microelectronics Topscomm Yitran Communications 2.3 Wireless technology and vendors Industry initiatives and standards Cinterion Coronis Ember Sierra Wireless Sigma Designs Simcom Telit 3 Smart metering industry players 3.1 Meter vendors Landis+Gyr Itron Elster Aichi Tokei Denki EDMI GE Energy Holley Metering Linyang Electronics LSIS Osaki Electric Sanxing Electric Schneider Electric Secure Meters Sensus Wasion Second tier Chinese meter vendors 3.2 Smart grid solution providers Aclara Ambient Arcadian Networks Arc Innovations Cooper Power Systems Comverge Echelon Eastsoft FXXC KDN Nighthawk NURI Telecom Omni System Ruggedcom Silver Spring Networks SmartSynch Tantalus Trilliant Tropos Networks 3.3 MDMS and middleware vendors Ecologic Analytics emete EnergyICT NorthStar Utilities Solutions Oracle OSIsoft SAP 3.4 System integrators and managed service providers IT industry players Telecom industry players 4 Market analysis 4.1 North America Market forecast Technology trends Industry analysis 4.2 East Asia Market forecast Technology trends Industry analysis 4.3 Australia and New Zealand Market forecast Technology trends Industry analysis 5 North America 5.1 Regional summary 5.2 United States Electricity and gas utilities Federal smart grid and metering initiatives Regional overview: Northeast Regional overview: Midwest Regional overview: South Regional overview: West 5.3 Canada Electricity and gas utilities Ontario s smart meter rollout Smart metering initiatives in other provinces 6 Asia-Pacific 6.1 Regional summary 6.2 China Electricity industry structure Smart grid and metering initiatives 6.3 Japan Electricity and gas utility industry structure Smart grid and metering initiatives 6.4 South Korea Electricity and gas utility industry structure National smart grid plan for Australia Electricity and gas utility industry structure Regulation driven deployments of smart meters 6.6 New Zealand Electricity industry structure Industry driven deployments of smart meters 7 Case studies 7.1 North America Pacific Gas & Electric Sempra Energy Florida Power & Light Hydro-Québec BC Hydro 7.2 East Asia State Grid Corporation of China Kansai Electric Power KEPCO 7.3 Australia and New Zealand Ausgrid Jemena and UED SP AusNet Vector Glossary

87 M2M Research Series Car Telematics and Wireless M2M Car Telematics and Wireless M2M is the fifth consecutive report analysing the latest developments on the European market. This strategic research report from Berg Insight provides you with 150 pages of unique business intelligence including 5-year industry forecasts and expert commentary on which to base your business decisions. This report will allow you to: Understand the dynamics of the European car telematics industry. Learn about the telematics strategies of the technology leading car manufacturers. Evaluate the likelihood for ecall to become operational in Identify the leading providers of aftermarket vehicle tracking solutions and connected PNDs. Realise the potential importance of motor insurance providers in the telematics value chain. Profit from valuable insights about the most successful business and technology propositions on the market. Order now! Please visit our web site to order this report and find more information about our other titles at See inside for further details Berg Insight s M2M Research Series What are the key business opportunities in the emerging European wireless M2M market? Berg Insight s M2M Research Series is a unique series of market reports published on a quarterly basis. Each title offers detailed analysis of a specific vertical application area such as smart metering, fleet management or vehicle telematics. Once per year we also publish summaries of our research with detailed forecasts for the Global and European wireless M2M markets, respectively.

88 M2M Research Series Where is the European telematics market headed? Telematics is a broad term that may be applied to a wide range of automotive IT solutions. Berg Insight s definition of a car telematics solution in this report is an automatic system designed for passenger cars which incorporate some form of wireless communication via a wide area network. The history of car telematics can be traced back to the first stolen vehicle tracking systems based on RF communication using unlicensed frequency bands, which appeared on the market in the 1980s. Subsequently mobile networks have enabled true online connectivity with two-way communication at the same time as GPS technology has been commoditised to the extent that high-accuracy satellite positioning can be integrated into virtually any device. Today a standard telematics unit features GPRS, GPS and frequently also some kind of interface to the electronics systems of the vehicle. This kind of device may be used as a platform for one or several types of applications. Several categories of car telematics applications are today offered on a commercial basis. These include ecall and driver assistance, SVR, connected navigation, motor insurance telematics, road charging, leasing and rental fleet management and vehicle diagnostics. ecall and driver assistance applications deliver value in the form of improved safety and better convenience when travelling. SVR facilitates recovery of the car in case of theft and frequently entitles the owner to insurance benefits. Connected navigation enables access to up-todate map data and other online services. Motor insurance telematics combines SVR with innovative business models such as PAYD (Pay- As-You-Drive). Road charging is gaining momentum as a new method for financing privately operated motorways, raising tax revenues and tackling congestion. Leasing and rental fleet management gives owners better control over hired-out vehicles and enables new forms of contracts. Vehicle diagnostics allows car manufacturers, dealers and workshops to improve their service offering to car owners. Berg Insight estimates that total shipments of car telematics systems in EU27+2 reached 0.85 million units in Growing at a compound annual growth rate of 35.0 percent, the shipments are expected to reach 1.6 million units in During the same period the number of active telematics service subscribers is forecasted to grow at a compound annual growth rate of 23.1 percent from 3.5 million subscribers in 2009 to 5.4 million in From 2012, Berg Insight expects a sharp Million units Shipments of car telematics units (Europe ) Year increase of OEM systems in preparation for the full scale introduction of ecall. By 2015 the pan-european safety system is anticipated to generate shipments of about 15 million OEM telematics units and push the total number of active subscribers to 28.7 million in Already in 2012 OEM systems are forecasted to catch up with aftermarket systems in terms of shipments and active subscribers. ecall and other OEM initiatives are also expected to curb the growth for aftermarket systems. Until now OEM telematics propositions have so far largely failed to make a significant impression on the European market. Availability is still restricted to a handful of brands and models on selected markets. PSA and BMW are still the most active players in the market, bundling telematics services with navigation, audio and Bluetooth handsfree products. Recently they have upgraded and extended their offerings to cover most of Western Europe. PSA was also the first car manufacturer to have introduced an ecall device as a standard feature on selected models from Fiat, Volvo Cars and premium brands such as Porsche, Jaguar and Land Rover have also been active on the market for some time. In late 2011, Berg Insight anticipates that additional brands will launch OEM telematics solutions on the European market in response to the ecall intiative within the EU. The European Commission has a strong commitment to introducing ecall as a standard feature in all new cars and recently set 2014 as the new target date for realising this vision through regulations if nessecary. The aftermarket telematics market is now recovering from the economic crisis. Particularly SVR product sales are linked to the demand for exclusive cars and were affected by lower car sales in this segment during The adoption of motor insurance telematics has slowed down somewhat as the initial success in Italy proved difficult to transfer to additional markets. Insurance providers are however now established as an important distribution channel for aftermarket telematics providers in a number of countries and Octo Telematics, which first developed it, is firmly established as the leading supplier. This report answers the following questions: What are the dynamics behind developments in the European car telematics industry? What is the current status of the ecall initiative? What are the latest developments on innovative road charging schemes in Europe? Why is motor insurance telematics successful in Italy? What are the main trends on the connected navigation market? How is RF tracking technology standing up against GSM/GPS? Who are the leading providers of aftermarket vehicle tracking solutions? How is the OEM telematics value chain evolving? What are the current car telematics propositions from Europe s main car brands?

89 Table of Contents 1 Passenger cars in Europe 1.1 Introduction 1.2 Car manufacturers 1.3 Leasing and rental companies 1.4 Motor insurance 1.5 Emergency services and assistance providers PSAP and SOC organisations Assistance providers Automobile clubs 1.6 Passenger cars and the environment Electric vehicles Hybrid electric vehicles 2 Car telematics solutions 2.1 Car telematics infrastructure Vehicle segment Tracking segment Network segment Service segment 2.2 Car telematics applications ecall and roadside assistance Stolen vehicle recovery Motor insurance telematics Leasing and rental fleet management Vehicle diagnostics Electronic toll collection and congestion charging Connected navigation 2.3 Electric vehicles versus conventional vehicles 2.4 Aftermarket solutions versus OEM solutions 3 Market forecasts and trends 3.1 Car telematics market forecast 3.2 Application trends ecall: The EC sets 2014 as new target for pan-european introduction SVR: Declining price advantage for RF tracking against GSM/GPS Motor insurance telematics: Spreading across Europe Connected navigation: Low-cost factory-fit OEM solutions Road charging: Privacy concerns may block online satellite tracking systems CRM: Telematics will be used to drive a connected CRM strategy for OEMs 3.3 Value chain analysis Aftermarket solution providers OEM solution providers Car brands and dealers Telecom industry players Continued consolidation trends in the aftermath of the financial crisis 3.4 Future industry trends 4 Aftermarket vehicle tracking solutions 4.1 Value chain overview 4.2 Aftermarket vehicle tracking solution providers AutoGuard Autotxt Cesar Satellite Cobra Automotive Technologies Detector MetaSystem Pointer Telocation SECAR TRACKER Network Traqueur Trafficmaster Viasat Group Other vehicle tracking vendors 4.3 Insurance industry telematics initiatives Italy: Motor insurance providers adopt telematics to combat theft and fraud Spain: MAPFRE offers YCar targeting year olds United Kingdom: Coverbox PAYD has fitted 7,500 cars after one year United Kingdom: Insure the Box new entrant with PAYD scheme United Kingdom: Thatcham CAT 5 and TQA vehicle security standards 5 OEM telematics solutions 5.1 Value chain overview 5.2 Automotive suppliers Actia Continental Automotive Group Delphi Automotive Denso Magneti Marelli 5.3 Telematics service providers Airbiquity Altea ATX Group Connexis Eurowatch Hughes Telematics IMA Octo Telematics Tema.Mobility WirelessCar 5.4 OEM telematics propositions BMW Fiat Group Ford Jaguar and Land Rover Mercedes-Benz Porsche PSA Peugeot Citroën Volvo Car 6 Connected navigation devices 6.1 Introduction 6.2 In-dash connected navigation solution providers TomTom and Renault TomTom and Fiat TomTom collaborations with Sanyo and Sony Aisin AW and Toyota Masternaut Trafficmaster 6.3 Connected PND solution providers TomTom Garmin MiTAC International Navigon Medion MyGuide Americas Coyote System Mobile Devices 6.4 Mobile navigation services 7 The European ecall initiative 7.1 Regulatory process Activities of DG ecall and other working groups Actions by the EC and EU Member States Stakeholder positions on ecall 7.2 ecall functional specifications and standardisation IVS functional specifications MSD transport mechanism PSAP requirements 7.3 Case studies Germany: ADAC performs international feasibility trial of ecall United Kingdom: National PSAPs support private ecall services United States: GM OnStar provides emergency call service to 6 million cars 8 Road charging for passenger cars 8.1 Overview of ETC technologies Automatic Number Plate Recognition (ANPR) Dedicated Short Range Communication (DSRC) GPRS/GPS 8.2 ETC charging concepts 8.3 Interoperability of ETC systems 8.4 Future developments and trends 8.5 Case studies The national truck tolling scheme in Slovakia launched in January Toll Collect in Germany generated revenues of 4.4 billion in Road pricing in Stockholm successful in cutting congestion Planning for a nationwide road charging rollout in the Netherlands The London congestion charge generates yearly revenues of 367 million 8.6 Road charging solution providers Autostrade EFKON GMV Kapsch TrafficCom Q-Free Sanef Group Satellic Traffic Management Skymeter Thales Glossary

90 LBS Research Series Mobile Location-Based Services Mobile Location-Based Services is the ninth consecutive report from Berg Insight analysing the latest developments on the LBS markets in all regions worldwide. This report in the LBS Research Series from Berg Insight provides you with 190 pages of unique business intelligence including 5-year industry forecasts and expert commentary on which to base your business decisions. Highlights from the ninth edition of the report: 360-degree overview of the LBS ecosystem. Insights from 30 executive interviews with market leading companies. In-depth analysis of market trends and key developments. Comprehensive overview of key market verticals. Detailed profiles of key players in the LBS market worldwide. Updated forecasts by region and market vertical lasting until Order now! Please visit our web site to order this report and find more information about our other titles at See inside for further details Berg Insight s LBS Research Series What are the real business opportunities for LBS on the global market? Berg Insight s LBS Research Series is a unique series of market reports published on a quarterly basis. Each title offers detailed analysis of the most interesting LBS topics such as LBS platforms, location-based advertising, mobile personal navigation services and location-enabled content services. Once per year we also publish a summary of our research with detailed forecasts for the major regions.

91 LBS Research Series Which are the fastest growing LBS segments? Berg Insight defines mobile location-based services (LBS) as applications and services that in some way utilise the geographic location of a handset. The increase in usage of LBS and the number of active users have also resulted in significant revenue growth, especially for leading players including Google, Facebook, Baidu, Tencent, Twitter and Yahoo! that together account for about 60 percent of global LBS revenues. Global LBS revenues are forecasted to grow from 10.3 billion in 2014 at a compound annual growth rate (CAGR) of 22.5 percent to reach 34.8 billion in The main growth will come from ad revenues in the social networking and local search segments. Many enterprise services such as mobile analytics, secure authentication and fraud management are also expected to grow substantially in the next few years. There are a number of alternative ways to categorise LBS. In this report, LBS are divided into service categories based on primary function: mapping, navigation and transport; travel and tourism; local search and information; social networking and entertainment; recreation and fitness; family and people locator services; mobile resource management; mobile advertising, as well as other enterprise and B2B services. The social networking and entertainment category is now the largest LBS segment in terms of the number of users and the second largest is terms of revenues. It comprises a broad set of services that can be segmented into general social networking, messaging apps, friendfinders and games. The mobile channel has become a priority for the leading social networks that see rapid growth in access from mobile devices. Revenue growth in the category comes from a larger active user base and the fact that more leading players have started to monetise their mobile services, primarily through ads and in-app purchase of content. The local search and information service category, which includes general search services, directories, local discovery, shopping and coupon services, is now the second largest LBS category in terms of unique users, and the largest in terms of revenues. Revenue growth is driven by the adoption of handsets with improved capabilities and changing user habits. Mapping, navigation and transportation is the third largest segment both in terms of revenues and in terms of number of active users. Although the number of active users of mapping and navigation services is still growing, revenues are only increasing slowly as competition from free and low cost services has intensified. More navigation app developers are now focusing on freemium apps where the core navigation service is free and Billion users have the option to purchase additional content and features. The service category also includes a number of apps that for instance enable users to find information about traffic and public transport, or facilitate car rental and ride sharing services. The travel and tourism category is one of the leading online e-commerce segments that is now experiencing fast uptake of mobile apps. Family locator services have been part of mobile operators LBS portfolios for many years in developed markets and are being launched by some operators in emerging markets. These services have been especially successful in the US. However, these operator-branded services are now facing competition from freemium people locator apps that experience rapid growth worldwide as smartphone penetration grows also among children. The recreation and fitness segment is also growing in terms of users and revenues along with current trends of increasing attention to personal wellness. Businesses in more and more industries and countries are deploying workforce management solutions for smartphones in order to improve their operational efficiency. Even large companies that have previously used customised solutions are now adopting more standardised workforce management apps, with the aim of reducing IT system costs. A majority of mobile operators in developed countries now market some kind of LBS. However, operators increasingly rely on third party services rather than their own branded solutions. Operators are instead looking for new opportunities to monetise location data though advertising and various forms of enterprise and B2B services. Network-based location data is valuable for developers and third parties that need to locate any device, not only GPS-enabled smartphones. Mobile operators now provide location data for a wide range of services such as fraud management, secure authentication and analytics services. Some mobile operators have now started to use anonymous bulk location data to improve the performance of their networks and to support internal marketing campaigns. Some operators have also launched analytics services for external customers that use the insights for applications such as site selection and footfall monitoring in the retail industry, outdoor media planning for advertisers, as well as for smart cities applications including urban planning and traffic monitoring. This report answers the following questions: How can mobile operators use location data for mobile analytics services? How is location data used in secure authentication and fraud management services? How are free navigation services affect the market dynamics? What are the mobile strategies of search engines and directory publishers? How is location technology used by mobile social networks and communities? How is GPS-technology altering the conditions for people locator services? Mobile LBS revenue forecast, billion (World ) Year What are the drivers for adoption of mobile workforce management services? How is location being used to add value in mobile advertising?

92 Table of Contents Executive summary 1 Introduction to location-based services 1.1 Definition of mobile locationbased services 1.2 Mobile communication services Mobile voice and SMS Mobile data and applications A brief history of location platforms and services 1.3 Mobile LBS categories Mapping, navigation and transportation Local search and information Travel and tourism Social networking and entertainment Recreation and fitness Family and people locator services Location-based advertising Mobile resource management and other enterprise services 1.4 Mobile app monetisation strategies and business models Free apps Paid apps Freemium apps and in-app payments Ad-funding New channel to market Bundled products and services Mobile app business model trends 1.5 Mobile location technologies and platforms Mobile network-based location technologies GNSS: GPS, GLONASS, Galileo and Compass/BeiDou Wi-Fi positioning Bluetooth Low Energy and ibeacons Hybrid and mixed mode location technologies Handset client-based and probe-based location platforms 1.6 Smartphone ecosystems Smartphone platform market shares Smartphone vendor market shares App stores Competition among handset vendors intensifies as market growth slows Smartphone platforms are becoming new vertical silos Towards complete LBS offerings Handset vendors and operators start to back new smartphone platforms The mobile web, HTML5 web apps and native apps 2 Operator LBS offerings and strategies 2.1 Europe Group Deutsche Telekom Orange Group SFR Telefónica Group Telenor Group TeliaSonera Group Vodafone Group 2.2 North America AT&T Mobility Bell Mobility Rogers Wireless Sprint TELUS US Cellular Verizon Wireless 2.3 Rest of world América Móvil BSNL NTT DoCoMo Telkomsel Telstra 2.4 Industry analysis Organisational capabilities and goals limit operator s ability to provide LBS Smartphone platforms challenge operators role as distribution channel Operators are no longer the central source of location data Emerging opportunities for operators in LBA and analytics 3 Consumer LBS categories 3.1 Mapping, navigation and transport services Passenger cars and dedicated navigation systems Mapping and routing services Turn-by-turn navigation services Key mapping and navigation app developers Car rental, car sharing and ride sharing services Speed camera warning apps and services Traffic information services Public transport services 3.2 Travel and tourism Travel planning services Travel guides 3.3 Local search and information Internet search engines Directory services Local discovery and review services Shopping and coupon services 3.4 Social networking and entertainment Social networking services Check-in services Friendfinder services Chat, instant messaging and VoIP services Location-based games 3.5 Recreation and fitness Geocaching apps Outdoor navigation Sports tracking apps 3.6 Family and people locator services Family locator services marketed by mobile operators Family and people locator apps and services 4 Enterprise LBS categories 4.1 Mobile resource management Fleet management services Mobile workforce management services Lone worker protection services 4.2 Mobile analytics Mobile analytics platforms Drivers and barriers 4.3 Other enterprise and B2B services Location-enhanced call centre services Fraud management Secure authentication 5 Mobile advertising 5.1 Introduction The advertising and marketing industry Advertising on the mobile handset Definitions and variants of location-based advertising (LBA) LBA formats 5.2 LBA industry analysis Mobile search providers Mobile operators Mobile coupons and deals providers Traditional mobile advertising players Major digital and telecom companies LBA landscape trends 6 Market forecasts and trends 6.1 Summary of the LBS market Location-based service revenues Smartphone shipment and user forecast 6.2 Mobile advertising and LBA Challenges and opportunities Location can improve ROI for advertisers LBA market value forecast 6.3 Vertical market trends Navigation apps continue to transition from premium to freemium Mobile now contributes half of total traffic for leading travel services Mobile search and information service usage approach PC access levels Social networking and entertainment increasingly monetise mobile apps Smartphones are increasingly used as recreation and fitness devices Family and people locator service adoption is driven by free apps Focus on corporate efficiency drive WFM service adoption Location data underpin a growing set of analytics and enterprise services Glossary

93 LBS Research Series LBS Platforms and Technologies LBS Platforms and Technologies is the sixth consecutive report from Berg Insight analysing the latest developments on the global market for LBS platforms and middleware. This report in the LBS Research Series from Berg Insight provides you with 180 pages of unique business intelligence including 5-year industry forecasts and expert commentary on which to base your business decisions. This report will allow you to: Benefit from 30 new executive interviews with market leading companies. Learn about the latest trends on the location platform and technologies market. Identify key location platform vendors and technology developers. Discover new players in the indoor location platform market. Recognise how different use cases and market segments drive location platform developments. Understand the strengths and weaknesses of key location technologies. Comprehend how passive location platform architectures can enable new business opportunities. Anticipate future drivers for location platforms and middleware revenues. Order now! Please visit our web site to order this report and find more information about our other titles at See inside for further details Berg Insight s LBS Research Series What are the real business opportunities for LBS on the global market? Berg Insight s LBS Research Series is a unique series of market reports published on a quarterly basis. Each title offers detailed analysis of the most interesting LBS topics such as LBS platforms, location-based advertising, mobile personal navigation services and location-enabled content services. Once per year we also publish a summary of our research with detailed forecasts for the major regions.

94 LBS Research Series Which technologies will enable future indoor location services? Mobile location platforms enable three categories of location-based services (LBS): public safety, national security and law enforcement, as well as commercial services. Over 70 percent of all emergency calls are placed from mobile phones and it can often be difficult for callers to convey their location to first responders. Location platforms can not only reduce the time to find the location of the caller, but also enable more efficient handling of simultaneous calls from people reporting the same incident to distinguish single accidents from multiple events. Another use case is public warning systems that locate and send messages to all handsets within a geo-fenced area. Government agencies can use location platforms and data mining systems for infrastructure protection and location-enhanced lawful intercept. Location technologies can be divided into handset-based technologies (such as GPS) with intelligence mainly in the handset, network-based technologies (for instance Cell-ID, RF Pattern Matching and U-TDOA) with intelligence mainly in the network, as well as hybrid technologies (for instance A-GPS and OTDOA) with intelligence in both the handset and the network. Several new hybrid location technologies are in development, aiming to improve the performance of global navigation satellite systems (GNSS) in difficult environments. In pure indoor environments where GNSS is unavailable, the most common location technologies rely on Wi-Fi location using RF Pattern Matching or multilateration, augmented with data from sensors in the handset such as accelerometer, gyroscope, compass and barometer. The Federal Communications Commission s (FCC) E911 mandates for location of mobile emergency calls released in 1996 was a major driver behind the development of location platforms for the North American market. In most parts of the world, governments and telecom regulators are gradually introducing emergency call and lawful intercept regulations that require at least basic location platforms. Although most regulators have not yet imposed any specific location accuracy requirements, more accurate location information may well be demanded in the future as technologies mature and costs decrease. In the US, the FCC has already published proposed updates to its E911 rules that would require delivery of accurate location information including vertical location information for calls placed from indoors. In Europe, as well as in other developed countries such as Japan and South Korea, early deployments of location platforms focused on supporting commercial services due to the lack of a clear mandate for emergency services. In the first deployment phase, lasting from 2000 to 2003, operators invested in platforms and services. Overall, the results did not live up to the expectations in terms Million of uptake or usage and many operators therefore lost interest in LBS as a mass-market proposition. Mobile advertising and enabling various forms of enterprise and B2B services still remains a focus area for many mobile network operators. Network-based location data can for instance support various forms of fraud management and secure authentication services as well as location analytics services. A broad set of actors are developing indoor location technologies and platforms that enable use-cases ranging from emergency call location to commercial applications like navigation, customer engagement and analytics. The commercial indoor location market is still at a relatively early stage and has not yet reached mass adoption. The market has suffered from a lack of cross-platform solutions and confusion among venue owners over which positioning technologies to use. Understanding of the value of indoor location and analytics services is now growing among retailers and venue owners, at the same time as uncertainty over which technologies to deploy decreases. However, remaining challenges include how to motivate end-users to download the venue owner s app, as well as how to bring customer value that encourages continued use of the app on a regular basis. Berg Insight estimates that over 300 mobile network operators worldwide have deployed at least some type of basic location platform. Additional deployments and updates of existing platforms to support new technologies and features can be expected in most markets in the coming years. The primary driver remains government mandates. Increasing operator interest in advertising and analytics services will also contribute to future growth, especially for passive location platforms and data visualisation tools. However, the market for mobile network location platforms is becoming mature. Berg Insight forecasts total global annual revenues for GMLC/MPC, SMLC/PDE, SUPL A-GNSS and passive location platforms will grow from 200 million in 2013 at a compound annual growth rate (CAGR) of 6.0 percent to 300 million in These revenues comprise licenses for new deployments, as well as capacity and technology upgrades, maintenance and support services for existing platforms. This report answers the following questions: What is the current status of the global mobile LBS platform market? Which use cases and market segments are driving location platform development? Which mobile operators have deployed LBS platforms and middleware? How is GPS-technology affecting network-based location technologies? What are the benefits with Assisted-GPS, OTDOA and hybrid location technologies? How will lawful intercept requirements affect technology choice for operators? Which location platforms and technologies are best suited for location-based advertising? Location platform and middleware revenue forecast, million (World ) 2020 Year Which vendors provide mobile network location platforms and middleware today? Which vendors offer indoor location technologies and platforms?

95 Table of Contents Executive summary 1 Introduction to location platforms 1.1 Location platforms and location-based services Overview of mobile location platforms A brief history of location platforms and services 1.2 Mobile communication services Mobile voice and data subscribers Mobile voice and SMS revenues Mobile data and application revenues Location apps and service revenues 1.3 Mobile location platforms and technologies Mobile location platforms Mobile location technologies Location middleware 1.4 The mobile LBS value chain Location platform vendors and technology developers LBS middleware vendors Connectivity chipset vendors Mobile network operators Location aggregators and database providers Smartphone platform and handset vendors Mobile application developers and service providers Indoor location solution providers 1.5 Telecoms regulations drive location platform deployments European emergency call and privacy regulations LBS regulatory environment in the US Emergency call regulations in Australia Emergency call regulations in Canada The Indian Department of Telecommunications location mandate Emergency call regulations in Japan 2 Technology overview 2.1 Mobile network location platforms Location architecture for GSM/UMTS networks Location architecture for LTE networks Location architecture and technologies in 3GPP2 networks Control Plane and User Plane location platforms OMA SUPL OMA SUPL 2.0 and SUPL OMA SUPL Handset client-based and probe-based location platforms Location in converged IP networks 2.2 Network-based positioning technologies Cell-ID Enhanced Cell-ID and RF Pattern Matching methods E-OTD and OTDOA Uplink Time Difference of Arrival (U-TDOA) Wi-Fi positioning Bluetooth Low Energy and ibeacons 2.3 GNSS and hybrid location technologies GNSS: GPS, GLONASS, Galileo and BeiDou Assisted GPS and A-GNSS Hybrid, mixed mode and indoor location technologies 2.4 Comparison of location technologies Cellular network-based location technologies A-GNSS and Wi-Fi location technologies Location technologies in development 3 Location technology market trends 3.1 Multiple parallel efforts drive location technology development Emergency call location and public safety Location-enhanced lawful intercept and national security Consumer and enterprise LBS and apps Commercial indoor location services Network optimisation and customer experience management Mobile advertising and analytics Fraud management and secure authentication 3.2 Smartphone ecosystems Smartphone platform market shares Handset vendors and operators start to back new smartphone platforms Smartphone platforms transform into new vertical silos Towards a complete LBS offerings 4 Commercial deployments 4.1 Platform deployments in Europe Group Deutsche Telekom Group KPN Group Orange Group SFR Telecom Italia Mobile Telefónica Group Telenor Group TeliaSonera Group Vodafone Group 4.2 Platform deployments in the Americas América Móvil AT&T Mobility Bell Mobility Rogers Wireless Sprint Verizon Wireless 4.3 Platform deployments in Asia-Pacific BSNL NTT DoCoMo Telstra Telkomsel 4.4 Platform deployments in the Middle East and Africa 5 Market forecasts and trends 5.1 LBS market trends Emergency call mandates remain a key driver for platform deployments Location-enabled lawful intercept Location-based services revenue forecast Smartphone shipment forecast 5.2 Location platform deployments Vendor market shares GMLC/MPC and SMLC/PDE platform deployment forecasts A-GPS and SUPL A-GPS server deployment forecast Location middleware deployment forecast Indoor location platform deployment forecast 6 Location platform and technology vendor profiles 6.1 GMLC and SMLC location platform vendors Alcatel-Lucent Creativity Software Ericsson Mobile Arts Oksijen Persistent Systems Polaris Wireless Redknee TeleCommunication Systems TruePosition 6.2 Probe-based location solution vendors Astellia GBSD Technologies Intersec JDS Uniphase Polystar Procera Networks Septier Communication Tektronix Communications 6.3 Location middleware vendors Aepona CellVision Genasys Mobilaris Reach-U Telenity 6.4 GNSS chipset and assistance server vendors Broadcom CSR Qualcomm RxNetworks 6.5 Handset-client location platforms and location data aggregators Apigee Combain Mobile Esri Locaid Navizon PathSense Skyhook TechnoCom 6.6 Sensor and signal fusion platform developers Apple Indoo.rs Insiteo Lighthouse Signal Systems InvenSense Loctronix Pole Star SenionLab Sensewhere 6.7 Signal measurement technology developers Boeing ByteLight GloPos IndoorAtlas iposi InvisiTrack NextNav Nokia 6.8 BLE beacon, Wi-Fi equipment and retail analytics solution vendors Aisle Aruba Networks Cisco Systems Estimote Euclid Gimbal iinside Point Inside RetailNext Ruckus Wireless ShopperTrak Walkbase Wifarer Zebra Technologies Glossary

96 LBS Research Series Mobile Navigation Services and Devices Mobile Navigation Services and Devices is the seventh consecutive report from Berg Insight analysing the latest developments on the global PND and mobile turn-by-turn navigation market. This report in the LBS Research Series provides you with 160 pages of unique business intelligence including 5-year industry forecasts and expert commentary on which to base your business decisions. This report will allow you to: Profit from numerous executive interviews with market leading companies. Understand the dynamics of the navigation markets in Europe, North America and ROW. Benefit from expert market analysis including detailed regional forecasts. Learn about the latest mobile navigation propositions from device vendors and service providers. Evaluate the impact of free navigation applications and evolving new business models. Identify new business opportunities in connected services and real-time traffic information. Order now! Please visit our web site to order this report and find more information about our other titles at See inside for further details Berg Insight s LBS Research Series What are the real business opportunities for LBS on the global market? Berg Insight s LBS Research Series is a unique series of market reports published on a quarterly basis. Each title offers detailed analysis of the most interesting LBS topics such as handset-based satellite positioning technology, mobile personal navigation services and location-enabled content services. Once per year we also publish a summary of our research with detailed forecasts for the major regions.

97 LBS Research Series Adoption of infotainment systems with smartphone integration will boost use of navigation apps in cars Navigation solutions for car and pedestrian navigation can be divided into multiple categories. Car manufacturers offer factory installed in-dash navigation systems as standard or optional equipment on a majority of their models sold in developed markets. Drivers that want to add a navigation system to their existing vehicle can choose among numerous aftermarket solutions, including in-dash navigation and infotainment systems, Personal Navigation Devices (PNDs) and navigation apps for handsets. At the end of 2013, there were 180 million dedicated car navigation systems in use globally, including an estimated 70 million factory installed or aftermarket in-dash navigation systems and 110 million PNDs. Even though the share of new cars fitted with factory installed in-dash navigation systems will grow fast as prices decline, the penetration among vehicles in use will grow slowly. The average age of vehicles in North America and Europe has grown to 9 years. Aftermarket navigation solutions will thus account for a majority of navigation systems in use in the foreseeable future. Since the different solutions are tailored for slightly different use-cases, multiple navigation-capable device solutions can be expected to co-exist in the future. Many consumers are also likely to own and use more than one navigation capable device. The PND device category is facing increasing competition from low cost in-dash OEM navigation systems, as well as aftermarket products ranging from in-dash systems to navigation apps for smartphones and tablets. Moreover, the penetration rate for PNDs is already high in many markets. Global shipments of PNDs fell 21 percent to 22 million units in 2013, which marks the fourth year of decline from the peak of 40 million units sold in 2008 and Even though some emerging markets are still showing growth, this will not compensate for the decline in mature markets. Berg Insight forecasts global PND shipments to decline to 10 million units in However, there are signs that the rapid ASP declines experienced in the past few years are slowing down. The intense competition in the PND segment has led to market consolidation. Several vendors have exited the market either in the most competitive markets or altogether, while others have acquired competitors. On a global level, the PND market is now dominated by Million (Worldwide) 2012 Navigation app users Installed base PNDs Installed base of PNDs and active mobile turn-by-turn navigation users (World ) Year the three vendors Garmin, TomTom and MiTAC that together hold 75 percent market share globally and more than 90 percent market share in Western Europe and North America. These companies have highly integrated operations ranging from hardware and software development to distribution. There are also some vendors that hold strong positions on a local or regional level such as United Navigation in Germany, Prestigio in Eastern Europe and Panasonic in Japan. As the market is declining, the leading PND vendors Garmin, TomTom and MiTAC, as well as the leading white-label PND software developers Elektrobit and NNG are increasingly focusing on developing in-dash navigation systems for the automotive industry. Navigation services for mobile phones have been available since 2002, but have only become a serious threat to PNDs in the last few years as smartphone performance has improved and device adoption accelerated. The global active installed base of smartphones grew to 1.9 billion units at the end of Smartphone adoption i.e. the share of all handsets in use had reached about 35 percent worldwide, 67 percent in North America and about 58 percent in the EU27+2. Berg Insight estimates that the number of monthly active users of navigation apps for mobile phones was 180 million worldwide at the end of The growing usage of mobile navigation apps has largely been driven by broader availability of free services. Starting in late 2009, all the leading smartphone platform and device vendors have introduced free navigation apps for end-users. Apple, Google and Nokia have developed their navigation apps in-house, while other device vendors such as BlackBerry, LG, Samsung and Sony Mobile cooperate with navigation app developers like Appello, Navmii, NDrive, ROUTE 66 and TeleCommunication Systems. Besides handset vendors, app developers also use distribution channels including app stores and mobile operators. As competition from free apps has intensified, app developers are increasingly focusing on freemium business models where the core turn-by-turn navigation service is free and users have the option to purchase additional content and features. Advertising is also gradually becoming a source of revenues for developers with large active user bases. This report answers the following questions: What impact has free navigation services had on the personal navigation market? How are the business models for PNDs and mobile navigation services evolving? How are smartphone vendors positioning themselves on the growing mobile navigation market? How will PNDs stand up to the competition from in-dash systems and smartphones? Which are the leading developers of navigation apps for mobile phones? Which mobile operators have introduced mobile turn-byturn navigation services? What will be the winning formula for connected PNDs and associated services? How will personal navigation devices and services evolve in the future?

98 Table of Contents Executive summary 1 Personal navigation solutions 1.1 Overview of personal navigation solutions Car OEM in-dash navigation and telematics solutions Aftermarket in-dash infotainment and navigation systems Personal Navigation Devices Smartphones and mobile phones Tablets, phablets and wearable devices 1.2 PND categories and segments Car navigation PNDs Embedded PNDs Multimode and rugged PNDs Truck and recreational vehicle PNDs 1.3 Navigation app distribution channels and business models Navigation app distribution channels Active monthly navigation app users by distribution channel Evolution of handset navigation app business models App store strategies 1.4 Vehicle fleets and navigation system penetration The European passenger car market The North American passenger car and light truck market 2 Map data and content providers 2.1 Digital map data and image suppliers Nokia HERE TomTom Licensing AND AutoNavi Blom CE Info Systems MapmyIndia DigitalGloble Intermap Technologies OpenStreetMap ZENRIN 2.2 Traffic information services Traffic information systems RDS-TMC services The TPEG standard The VICS traffic information system Market developments Be-Mobile CE-Traffic Clear Channel Radio s Total Traffic and Weather Network Decell INRIX Mediamobile TrafficCast Trafficmaster 2.3 Speed camera warning devices and database providers Coyote Systems Cyclops FoxyTag Road Angel Wikango 2.4 Travel guide, POI data and weather information providers CustomWeather Foreca Fodor s Travel Langenscheidt Mairdumont NavX Solocal Group ViaMichelin Wcities 3 Navigation software developers 3.1 Technology overview On-board, off-board and hybrid navigation apps Evolution of navigation app features 3.2 Vendor market shares Handset navigation app market shares in Europe Handset navigation app market shares in North America 3.3 Company profiles and strategies ALK Technologies Aponia Software Appello Systems decarta Elektrobit Fullpower Technologies Google Intrinsyc Software MapQuest Mireo NaviExpert Navitel NAVITIME Navmii NDrive NNG Nokia ROUTE Sygic TeleCommunication Systems Telenav UbiEst Yandex 4 Mobile operator service offerings 4.1 Navigation services from mobile operators in North America AT&T Mobility Bell Mobility Rogers Wireless Sprint Verizon Wireless 4.2 Navigation services from mobile operators in Europe Deutsche Telekom Group Orange Group Telekom Austria Group TeliaSonera Group Vodafone Group 4.3 Navigation services from mobile operators in APAC and the MEA Country profile: Japan Country profile: South Korea Bharti Airtel Mobile TeleSystems Telstra 4.4 Navigation services in Latin America América Móvil NII Holdings Telefónica Oi Brazil 5 Device vendor profiles 5.1 PND market developments PND feature evolution Market consolidation 5.2 PND shipments and vendor market shares Shipments by geographical region PND hardware revenues Vendor market shares 5.3 PND vendor profiles and strategies Garmin TomTom MiTAC Mappy / Logicom MEDION Panasonic Prestigio Thinkware Systems UniStrong United Navigation 5.4 Handset market developments Smartphone platform market shares Smartphone vendor market shares Handset vendors and operators start to back new smartphone platforms Towards complete LBS offerings Handset vendor navigation service strategies 6 Market analysis and forecasts 6.1 Navigation industry trends PND sales continue to decline in developed markets Low cost in-dash navigation systems drive take rates Free navigation apps now available for all smartphone platforms 6.2 Regional markets Total navigation system penetration rate by region The European mobile navigation market The European PND market The North American mobile navigation market The North American PND market The Rest of World mobile navigation market The Rest of World PND market Glossary

99 LBS Research Series Location-Based Advertising and Marketing Location-Based Advertising and Marketing is the third consecutive report from Berg Insight analysing the latest developments on the location-targeted advertising market worldwide. This strategic research report from Berg Insight provides you with 190 pages of unique business intelligence including 5-year industry forecasts and expert commentary on which to base your business decisions. This report will allow you to: Identify tomorrow s most profitable LBA opportunities in the mobile space. Understand the fundamentals of the ad-based mobile media revenue models. Recognise the key enablers of growth in the LBA market. Comprehend the relative importance of digital channels compared to other advertising media. Learn about the experiences of LBA campaigns by top global brands. Profit from valuable insights about LBA business models. Order now! Please visit our web site to order this report and find more information about our other titles at See inside for further details Berg Insight s LBS Research Series What are the real business opportunities for LBS on the global market? Berg Insight s LBS Research Series is a unique series of market reports published on a quarterly basis. Each title offers detailed analysis of the most interesting LBS topics such as handset-based satellite positioning technology, mobile personal navigation services and location-enabled content services. Once per year we also publish a summary of our research with detailed forecasts for the major regions.

100 LBS Research Series Mobile LBA to become a 10 billion market in the next five years The mobile channel is gradually strengthening its position in the marketing media mix as smartphones are becoming ubiquitous and drive mobile media usage. One of the key developments in mobile advertising is the increasing integration of location-sensitivity, which releases the full potential of the mobile channel. A notable divide can be made between static and real-time location-based advertising (LBA). Targeting by static variables involves using information which is part of user profiles such as place of residence and work. Real-time location targeting instead uses location information which is gathered when an ad is delivered to a mobile user. Such LBA campaigns leverage the same type of technologies to determine user location as other location-based services (LBS). Common methods include GPS, Cell-ID and Wi-Fi positioning which are all based on real-time information. Targeting by location in combination with other contextual and behavioural segmentation greatly enhances the relevance of mobile advertising. It has been demonstrated that location-targeted ads generate considerably higher returns than conventional mobile advertising. The associated ecpm and CTR levels are several times higher. Berg Insight estimates that the total value of the real-time mobile LBA market worldwide was 1.2 billion in 2013, representing 14.5 percent of the total mobile ad spend. Growing at a compound annual growth rate of 54.0 percent, the real-time LBA market is forecasted to be worth 10.7 billion in 2018, corresponding to 38.6 percent of all mobile advertising and marketing. This means that location-based advertising and marketing will represent around 7 percent of digital advertising, or 2 percent of the total global ad spend for all media. Asia-Pacific is estimated to be the largest LBA market in 2018, followed by North America and Europe. Key drivers for LBA include the growing adoption of both outdoor and indoor location technologies, as well as the increasing consumer acceptance of LBS in general. The market is favoured by the recent entry of a number of major enterprise players. Big-box retailers can leverage LBA to combat both online and physical competitors. LBA further opens up the mobile channel for new advertisers such as local merchants. The fact that LBA has higher performance has moreover translated into premium rates. The main barriers to adoption are related to the inherently limited reach of LBA which acts as a mental hurdle for advertisers. Education of advertisers and new methods for campaign performance evaluation are thus called for. Privacy issues can further not be ignored, but can be beneficially handled by privacy control options beyond simple opt-in mechanisms. The demand for geo-targeting remains comparably limited, but is bound to increase given the proven results such campaigns generate. The quality of location data is moreover expected to gradually improve million The LBA value chain is still forming and there are a large number of players involved in the ecosystem. The industry remains fragmented and far from mature. Many different companies are involved, ranging from LBA specialists such as Verve, Placecast and xad, to LBS players including Intersec, Telenav and Waze, and operators such as AT&T, SFR and the UK joint venture Weve. There is furthermore an abundance of location-aware applications and media which serve geo-targeted ads, with examples such as Foursquare and Shopkick. Other stakeholders include coupons and deals providers including Yowza!! and COUPIES, search solutions such as YP, Hibu and Yelp, and proximity marketing providers like Proxama, NeoMedia and Scanbuy. A number of traditional mobile advertising players are also active in the LBA space, for example Millennial Media, Madvertise and Smaato, as well as major digital and telecom players such as Google, Facebook and Apple. The latter is together with a range of other pla ers pushing for BLE beacon adoption which is expected to take off this year. There are a number of key takeaways from the current trends in LBA. Geo-targeting improves the performance of mobile marketing and greater shares of ad budgets are devoted to LBA. High-precision real-time geo-targeting is still sparsely used but is expected to get a boost in the near term. Best practices for LBA furthermore include the use of sound opt-in procedures and individual privacy measures, as well as ensuring that location data is combined with additional contextual and behavioural data to increase relevance. Current important high-volume LBA formats include mobile search and SMS campaigns. New developments more-over include real-world retargeting and mobile attribution solutions. The latter can prove the effectiveness of LBA by quantifying the impact on in-store visits and purchases. Berg Insight anticipates that geo-targeting gradually will become ubiquitous and available across the entire mobile channel. This report answers the following questions: How can location technology improve the relevancy of mobile advertising? What are the experiences from mobile LBA campaigns so far? How should mobile LBA be integrated in the marketing media mix? Which categories of companies can leverage mobile location-based advertising? Which are the LBA specialists that stand out of the crowd? How are mobile operators such as AT&T, Orange and SFR approaching LBA? How are traditional mobile advertising players and major digital and telecom players positioning themselves in this market? 4000 How well suited for LBA are the existing and future mobile media channels? 2000 Which are the main drivers and barriers on the market? Year LBA revenue forecast, million (Worldwide )

101 Table of Contents Executive summary 1 Advertising and the mobile channel 1.1 Advertising and digital media The marketing and advertising industry The Internet media channel The mobile media channel 1.2 Mobile advertising and marketing The mobile handset as an advertising platform Advertising on the mobile handset The mobile advertising ecosystem 1.3 Mobile media channels and formats Messaging Mobile web Mobile applications 1.4 Mobile marketing industry overview Factors influencing the potential market value of mobile advertising Current state and future trends 2 Mobile location technologies and services 2.1 Mobile network location architectures and platforms Location architecture for GSM/UMTS networks Location architecture for LTE networks Control Plane and User Plane location platforms Probe-based and handset client-based location platforms 2.2 Mobile location technologies and methods Cell-ID Enhanced Cell-ID RF Pattern Matching OTDOA and U-TDOA GNSS: GPS, GLONASS, Galileo and Compass/BeiDou Bluetooth and Wi-Fi positioning Hybrid and mixed mode location technologies Comparison of location technologies 2.3 Overview of mobile location-based services Mapping and navigation Local search and information Social networking and entertainment Recreation and fitness People locator services 3 Mobile location-based advertising and marketing 3.1 Definitions and variants of LBA Static versus real-time location targeting Push and pull LBA LBA formats 3.2 Market receptiveness Adoption patterns among brands and merchants Outcomes of different LBA strategies Consumer attitudes Privacy concerns 3.3 Case studies Philips introduces retail marketing solution using light-based communication Proxama s NFC technology is used to market Guinness stout ibeacons leveraged by publisher to grant magazine access at select locations Tesco markets FIFA 13 game with innovative LBA campaign Thinknear helps Benadryl to target allergy sufferers through Disney markets video game platform via NFC-enabled OOH posters Plot Projects enables location-based notifications for apps Placecast teams with HARMAN to enable in-car LBA Meat Pack launches HiJack campaign to attract customers from competitors xad s LBA technology used by Calvin Klein to drive awareness and traffic TAPTAP introduces a location-based mobile ad platform for retail clients McDonald s drives sales with LBA campaign powered by Todacell Heinz uses QR codes to create engagement and support causes 4 Market forecasts and trends 4.1 LBA industry analysis Classification of LBA offerings LBA specialists Mobile operators LBS and navigation providers Location-aware applications and media Mobile coupons and deals providers Mobile search providers Proximity marketing providers Traditional mobile advertising players Major digital and telecom players Industry associations Mergers and acquisitions. 4.2 LBA landscape trends Drivers for success Barriers to adoption Overcoming the barriers 4.3 Market forecasts Total, digital and mobile advertising market value forecasts LBA market value forecast 4.4 Final conclusions Location filtering improves the effectiveness of mobile marketing campaigns Steadily increasing shares of ad budgets devoted to LBA LBA offers new possibilities for all categories of advertisers Real-time hyper-local targeting is expected to get a boost in the near term Best practices include sound opt-ins and combining location with other data Mobile search and SMS campaigns are important high-volume LBA formats Real-world retargeting and other innovations push the boundaries of LBA Mobile attribution promises to quantify the impact of LBA Location targeting will eventually become ubiquitous 5 Company profiles and strategies 5.1 LBA specialists AdMoove CityGrid Media JiWire LEMON Mobile PayPal Media Network Placecast PlaceIQ Verve Mobile xad Xtify (IBM) YOOSE 5.2 Mobile operators AT&T Mobility Orange Group SFR Verizon Wireless Weve 5.3 LBS and navigation providers Intersec mxdata Sensewhere Telenav Telenity TomTom Waze 5.4 Location-aware applications and media Foursquare Gbanga SCVNGR/LevelUp Shopkick 5.5 Mobile coupons and deals providers COUPIES Groupon Vouchercloud Yowza!! (Spindle) 5.6 Mobile search providers Hibu Mobile Commerce Poynt (Sprylogics) Yelp YP 5.7 Proximity marketing providers NeoMedia Proxama Proximus Mobility (MobileBits) Scanbuy 5.8 Traditional mobile advertising players InMobi Madvertise Millennial Media Nexage Smaato Sofialys 5.9 Major digital and telecom players Apple Facebook Google Microsoft Yahoo! Glossary