Market Research Report

Smart Home Ecosystem Connected Devices, Service Models & Revenues 2012-2017
cover Published by Juniper Research
Published Product code 245719
Price

Introduction

Abstract
  • Detailed Segment Analyses
  • Operator vs. Consumer Managed Service Models
  • 14 Exclusive Case Studies

Overview

This exciting new report provides an extensive analysis of the evolving smart home market, highlighting the different segments within the ecosystem and the business service models which are reshaping the way connected home devices and content are monetised.

The Report Covers:

The Evolution of Connected Home. Within the home, the role of broadband connectivity is moving beyond its traditional use cases. For the first time, Juniper studies the evolution of the connected home concept along with a detailed analysis of the different technologies and elements involved. The report categorises the connected home into four key segments including:

  • Smart Home Computing
  • Smart Home Entertainment
  • Smart Home Monitoring & Control
  • Smart Home Health

The Business Case for the Smart Home. Juniper's new, innovative report discusses the two different service models focussing on monetising the smart home services comprising the Managed Service Model (in which the operator or service provider manages the connected home) as well as the Consumer Managed Services (in which consumers distribute and manage their services). Readers will receive key insights into the role played by cloud computing as well as about the platform challenge that exists within the smart home.

Four Chapters of Extensive Forecasts. Juniper's unique forecast suite for the smart home market includes the following data points:

  • Smart Home Computing Devices - Controlling the Home
  • Smart Home Entertainment - Devices & Service Revenue (Subscription & Pay-per-view/download)
  • Smart Home Monitoring & Control - Smart Meters, Home Automation Systems & Service Revenue
  • Smart Home Health - Monitored Individuals & Service Revenue
  • Residential Broadband Gateways

Readers will benefit from these five-year calculated projections and their qualified findings regarding the anticipated adoption of connected homes and the service revenues attributable to the area.

Key Features of The Report Include:

Strategic Recommendations - This is a must-have report for service providers, retailers and vendors alike, offering readers an edge in a rapidly expanding industry, but a fragmented market, and illuminating the ways in which players must strengthen their position through strategic partnerships and collaborations.

Extensive Case Studies - This report offers an extensive set of case studies providing strategic assessment and profiles of leading members within the ecosystem including service providers, vendors and standards organisations.

Interactive Forecast Suite - This unique excel product from Juniper includes exclusive unpublished forecast tables in the report along with 5 What-if-analyses.

Key Questions the report answers:

  • 1. How are operators addressing the connected home market?
  • 2. Who will head the connected home ecosystem in the future - are there any clear winners?
  • 3. What are the different segments within the connected home ecosystem?
  • 4. Which segment within the connected home is driving the connected device adoption?
  • 5. Which segment holds the greatest revenue potential?
  • 6. How many connected home devices will be there?
  • 7. What are the different strategies members need to adopt while addressing the connected home market?

Companies Referenced

Amazon; Amdocs; Android Inc; Anti-Monopoly Bureau of the Ministry of Commerce People's Republic of China (MOFCOM); Apple; Arogya World; AT&T; Atheros; BBC; Best Buy; Broadcom; BT; CardioNet; Cisco; Comcast; Continua Health Alliance; Crime Point; DECT Forum; Digital Living Network Alliance; Dixons; DriveHQ; DTS; eCardio; EDMI; Enel; Entra Health Systems; Ericsson; Everything Everywhere; Facebook; Florida Power & Light; Google; GSMA; HBO; Home Gateway Initiative (HGI); HP; HTC; Huawei; Hulu; Intel; Itron; LG; LifeWatch; Logitech; LOVEFiLM; M6; Micro-P; Microsoft; Motorola; MySpace; Myxer; Netflix; Netgear; Nokia; Ofcom; Open IPTV Forum; Open Mobile Alliance; Orange; Pacific Gas and Electric; PacketVideo; Pandora; Qualcomm; RCN; Rogers Communications; Roku; Samsung; Sky; Small Cell Forum; Sonos; Sony; Telecom Italia; Telefonica; Telenor; TeliaSonera; Telstra; Texas-New Mexico Power; UK National Consumer Council; UMTS Forum; Verizon; Virgin Media; Vizio; Vodafone; Western Digital; WiFi Alliance

Author Profile

Nitin Bhas is a Resear Analyst with Juniper Research. His areas or focus include mobile networks, technologies and handsets. Nitin has previously worked as a Technical Officer for a consultancy firm in India and has gained experience in Wireless Communication Systems, RF & Microwave Engineering, IP security, Networking and Mobile OS(Symbian, Java and Android).

Nitin has a BTech(Hons)in Electronics and Telecommunication and an MSc in Mobile and Satellite Communication from the University of Surrey, UK.

Table of Contents

Table of Contents

Executive Summary

  • ES.1. Introduction
  • ES.2. Defining the Smart Home
    • Figure ES.1: Smart Home Applications
  • ES.3. Smart Home Segments
    • Figure ES.2: Smart Home Market Segments
  • ES.4. The Smart Home Ecosystem
    • Figure ES.3: Elements of the Smart Home Value Chain
  • ES.5. Opportunities Across the Value Chain
    • Figure ES.4: Smart Home Market Opportunities
  • ES.6. Monetising the Broadband Residential Gateway
    • Figure ES.5: Global Broadband Residential Gateway Installed Base (m) Split by Eight Key Regions 2012-2017
    • Table ES.I: Global Broadband Residential Gateway Installed Base (m) Split by Eight Key Regions 2012-2017
  • ES.7. Smart Home Segment Analysis
    • Figure ES.6: Number of Smart Home Devices & Systems (m) Split by Segments 201 2-2017
    • Table ES.2: Number of Smart Home Devices & Systems (m) Split by Segments 2012-2017
    • Figure ES.7: Smart Home Service Revenue ($m) Split by Segments 20 12-2017
    • Table ES.3: Smart Home Service Revenue (m) Split by Segments 2012-2017
  • ES.8. Recommendations
    • ES 8.1. Vendors & Platform Providers should
    • ES 8.2. Operators & Service Providers should
    • ES 8.3. Standards Organisations and Regulators should

1. The Connected Landscape

  • 1.1. What is a SmartHome7
    • 1.1.1. Defining the Smart Home
  • 1.2. Evolution of the Smart Home
    • Figure 1.1: Smart Home Elements
    • Figure 1.2: Smart Home Applications
  • 1.3. Technology & Segment Overview
    • 1.3.1. Market Segments
      • Figure 1.3: Smart Home Market Segments
    • 1.3.2. Home Networking Technologies - Wireline & Wireless
      • Table 1.1: Network Technologies: Advantages & Disadvantages
        • i. DSL
        • ii. WTFi and Bluetooth
      • Table 1.2: WiFi IEEE 802.11 Standards
        • iii. ZigBee
        • iv. Z-Wave
        • v. 2G Technologies
        • vi. 3G Technologies
        • vii. HSPA (High Speed Packet Access)
        • viii. LTE
  • 1.4. Market Drivers
    • 1.4.1. Mobile Broadband Growth
      • Figure 1.4: Active Fixed vs. Mobile Broadband Subscriptions in Developed and Developing Regions (m),2007-2011
      • Table 1.3: Active Fixed vs. Mobile Broadband Subscriptions in Developed and Developing Regions (m) 2007-2011
      • Figure 1.5: Broadband Connectivity Demand Cycle
    • 1.4.2. Smartphone & More Available Internet Capable Devices
      • Figure 1.6: Global Smartphone Installed Base (m) p.a. Split by Eight Key Regions 201 2-2016
    • 1.4.3. Widespread Industry Support & Collaboration
    • 1.4.4. Cost Savings and Revenue Opportunities
    • 1.4.5. Chipset Pricing 3 I
    • 1.4.6. Connectivity Advancements
    • 1.4.7. Development of mHealth
    • 1.4.8. Advancements in Social TV
      • Figure 1.7: MySpace TV Social TV
      • Figure 1.8: Global Desktop Social Web & Mobile Users (m) 2006-2011
        • i. Case Study: Shazam
  • 1.5. Market Hurdles
    • 1.5.1. Market & Industry Fragmentation
    • 1.5.2. Standards & Interoperability
    • 1.5.3. Regulatory & Security Issues
    • 1.5.4. Mobile Broadband Capacity Issues
    • 1.5.5. Requirement for Long Product Lifetimes

2. The Evolution of the Smart Home Ecosystem

  • 2.1. Introduction
  • 2.2. Standards & Organisations
    • 2.2.1. Broadband Forum
      • i. Background
        • Figure 2.1: Broadband Home Overview Broadband Forum
      • ii. Strategic Assessment
      • iii. Other Developments
    • 2.2.2. DLNA.
      • i. Background
      • ii. Strategic Assessment
        • Figure 2.2: DLNA Certified Examples
    • 2.2.3. Standards Organisations Unite
  • 2.3. The Smart Home Ecosystem
    • Figure 2.3: Elements of the Smart Home Value Chain
  • 2.4. Market Players
    • 2.4.1. Network Connectivity Providers MNOs & ISPs
    • 2.4.2. The Service Enablers
    • 2.4.3. CE Device and Hardware Module Players
  • 2.5. Opportunities Across the Value Chain
    • Figure 2.4: Smart Home Market Opportunities
    • 2.5.1. Service Provider Channel
      • i. Case Study: AT&T Launching Smart Home Pilot
        • Figure 2.5: AT&T Connected Home Overview
    • 2.5.2. Vendor Channel
  • 2.6. Conclusion: Key Trends in the Development of the Connected Ecosystem

3. The Business Case for the Smart Home

  • 3.1. The Connected Market
  • 3.2. Managed Service Model
    • 3.2.1. The Role of Operators & Service Providers
      • Table 3.1: Selected Global Operators and Smart Home Services Offered
    • 3.2.3. Case Study: Verizon
      • i. Background
      • ii. Strategic Assessment
        • Figure 3.1: Verizon Connected Home Monitoring & Control Kit
    • 3.2.4. Case Study: Motorola Mobility
      • i. Background
      • ii. Strategic Assessment
  • 3.3. Consumer Managed Service Model
    • 3.3.1. Case Study: Control4
      • i. Background
      • ii. Strategic Assessment: Products & Services
  • 3.4. The Role of Cloud Computing
  • 3.5. The Platform Challenge of the Smart Home
    • 3.5.1. Apple vs. Google vs. Microsoft
      • Figure 3.2: Platform Challenge Overview: Apple, Google & Microsoft
        • i. Apple - Key Strength: iCloud
          • a. AppleTV
          • b.iQS
          • c. iTunes & App Store
        • ii. Google - Key Strength: Android
          • Figure 3.3: Android Home
            • a. GoogleTV
            • b. Google Play
            • c. Google Music
        • iii. Microsoft - Key Strength: HomeOS
          • a. Microsoft Xbox
          • b. Microsoft Cloud Services
    • 3.5.2. The Platform Comparison: Opportunities
      • Table: 3.2: The Platform Comparison: Advantages and Opportunities
  • 3.6. Monetising the Broadband Residential Gateway
    • 3.6.1. Case Study: Sierra Wireless
      • i. Background
      • ii. Strategic Assessment: Products & Services
    • 3.6.2. Case Study: Qualcomm Atheros
      • i. Background
        • Figure 3.4: Qualcomm Sales Revenue ($m) Split by Segments 2010-2011
      • ii. Strategic Assessment: Products & Services
        • Qualcomm Atheros Skifta
          • Figure 3.5: Qualcomm Atheros Skifta Application Overview
    • 3.6.3. Market Forecasts
      • Figure 3.6: Broadband Residential Gateway Device In stalled Base Forecast Methodology
      • Figure 3.7: Global Broadband Residential Gateway Installed Base (m) Split by Eight Key Regions 2012-2017
      • Table 3.3: Global Broadband Residential Gateway Installed Base (m) Split by Eight Key Regions 2012-2017
  • 3.7. Smart Home Segment Analysis
    • Figure 3.8: Number of Smart Home Devices & Systems (m) Split by Segments 2012-2017
    • Table 3.4: Number of Smart Home Devices & Systems (m) Split by Segments 201 2-2017
    • Figure 3.9: Smart Home Service Revenue ($m) Split by Segments 2012-2017
    • Table 3.5: Smart Home Service Revenue (m) Split by Segments 2012-2017

4. Controlling the Smart Home

  • 4.1. Introduction
    • Figure 4.1: Wireless Router Take-up against Broadband Take-Up in the UK
    • Figure 4.2: Samsung Smartphone Controlled Smart Washing Machine
  • 4.2. Case Study Apple
    • 4.2.1. Corporate Background
      • Figure 4.3: Apple's Total Revenue ($m) Split by Source (iPad, iPhone & Other) FY 2006 - FY 2011 (Financial Year Ending Late September)
      • Table 4.1: Apple's Total Revenue ($m) Split by Source (iPad, iPhone & Other) FY 2006 -FY 2011 (Financial Year Ending Late September)
    • 4.2.2. Products & Services
      • Figure 4.4: Apple Mobile Computing Products
        • i. iPad
        • ii. iPhone
        • iii. Other Mobile Computing Products
  • 4.3. Smart Home Computing Forecasts
    • Figure 4.5: Verizon Home Monitoring and Control Using Smartphone
    • 4.3.1. Methodology & Assumptions
      • Figure 4.6: Smart Home Computing Forecast Methodology
    • 4.3.2. Smart Home Smartphone Forecasts
      • Figure 4.7: Smart Home Smartphone Installed Base (m) Split by Eight Key Regions 2012-2017
      • Table 4.2: Smart Home Smartphone Installed Base (m) Split by Eight Key Regions 201 2-2017
    • 4.3.3. Smart Home Tablets Forecast
      • Figure 4.8: Smart Home Tablets Installed Base (m) Split by Eight Key Regions 2012-2017
      • Table 4.3: Smart Home Tablets In stalled Base (m) Split by Eight Key Regions 2012-2017
    • 4.3.4. Smart Home Notebook Devices
      • Figure 4.9: Smart Home Notebook Devices Installed Base (m) Split by Eight Key Regions 2012-2017
      • Table 4.4: Smart Home Notebook Devices Installed Base (m) Split by Eight Key Regions 2012-2017
    • 4.3.5. Smart Home Desktop PC Forecasts
      • Figure 4.10: Smart Home Desktop PC's Installed Base (m) Split by Eight Key Regions 201 2-2017
      • Table 4.5: Smart Home Desktop PCs In stalled Base (m) Split by Eight Key Regions 201 2-2017
    • 4.3.6. Total Smart Home Computing Device Forecast
      • Figure 4.11: Smart Home Computing Devices Installed Base (m) Split by Eight Key Regions 2012-2017
      • Table 4.6: Smart Home Computing Devices Installed Base (m) Split by Eight Key Regions 2012-2017
      • Figure 4.12: Smart Home Computing Devices Installed Base (m) Split by Device Type 2012-2017
      • Table 4.7: Smart Home Computing Devices Installed Base (m) Split by Device Type 2012-2017

5. Smart Home Entertainment

  • 5.1. Introduction
    • Figure 5.1: Connected Smart TV from Sam sung
    • Figure 5.2: Consumer NAS Device by Western Digital
  • 5.2. Case Studies
    • 5.2.1. Twonky
      • i. Background
      • ii. Strategic Directive Products & Services
        • Figure 5.3: Twonky for Mobile Suite
    • 5.2.2. Case Study: TiVo
      • i. Background
      • ii. Strategic Assessment: Products & Services
        • Figure 5.4: TiVo Product Overview
  • 5.3. Smart Home Entertainment Forecast
    • 5.3.1. Assumptions & Methodology
      • Figure 5.5: Smart Home Entertainment Forecast Methodology
    • 5.3.2. Connected TV Forecasts
      • Figure 5.6: Global Connected TV Sets via Media Players, STB, Consoles & SmartTV Installed Base (m) Split by Eight Key Regions 201 2-2017
      • Table 5.1: Global Connected TV Sets via Media Players, STB, Consoles & SmartTV Installed Base (m) Split by Eight Key Regions 2012-2017
    • 5.3.3. Connected Media Players, Storage & STB Devices
      • Figure 5.7: Connected Media Players, Storage & STB Devices Installed Base (m) Split by Eight Key Regions 2012-2017
      • Table 5.2: Connected Media Players, Storage & STB Devices Installed Base (m) Split by Eight Key Regions 2012-2017
    • 5.3.4. Other Connected CE Devices
      • Table 5.3: Xbox Live Services: Netflix & LOVE FiLM
      • Figure 5.8: Other Connected CE Devices Installed Base (m) Split by Eight Key Regions 2012-2017
      • Table 5.4: Other Connected CE Devices In stalled Base (m) Split by Eight Key Regions 201 2-2017
    • 5.3.5. Connected eReader Devices
      • Figure 5.9: Connected eReader Devices Installed Base (m) Split by Eight Key Regions 2012-2017
      • Table 5.5: Connected eReader Devices Installed Base (m) Split by Eight Key Regions 2012-2017
    • 5.3.6. Total Smart Home Entertainment CE Devices
      • Figure 5.10: Connected Entertainment CE Devices Installed Base (m) Split by Eight Key Regions 2012-2017
      • Table 5.6: Connected Other CE Devices In stalled Base (m) Split by Eight Key Regions 201 2-2017
    • 5.3.7. Smart Home Entertainment Revenue Forecast
      • Figure 5.11: Connected Households with Entertainment Subscriptions (m) Split by Eight Key Regions 2012-2017
      • Table 5.7: Connected Households with Entertainment Subscriptions (m) Split by Eight Key Regions 2012-2017
      • Figure 5.12: Price per Subscription per Month ($) Split by Eight Key Regions 201 2-2017
      • Table 5.8: Price per Subscription per Month ($) Split by Eight Key Regions 201 2-2017
      • Figure 5.1 3: Smart Home Entertainment Subscription Revenue ($m) Split by Eight Key Regions 2012-2017
      • Table 5.9: Smart Home Entertainment Subscription Revenue ($m) Split by Eight Key Regions 2012-2017
      • Figure 5.14: Smart Household PPV/PPD Subscribers (m) Split by Eight Key Regions 2012-2017
      • Table S.10: Smart Household PPV/PPD Subscribers (m) Split by Eight Key Regions 201 2-2017
      • Figure 5.15: Smart Home PPV/PPD ARPU ($) Split by Eight Key Regions 2012-2017
      • Table 5.11: Smart Home PPV/PPD ARPU ($) Split by Eight Key Regions 2012-2017
      • Figure 5.16: Smart Home Entertainment PPV/PPD Revenue ($m) Split by Eight Key Regions 2012-2017
      • Table 5.12: Smart Home Entertainment PPV/PPD Revenue ($m) Split by Eight Key Regions 2012-2017
      • Figure 5.17: Total Smart Home Entertainment Service Revenue ($m) Split by Eight Key Regions 2012-2017
      • Table 5.13: Total Smart Home Entertainment Service Revenue ($m) Split by Eight Key Regions 2012-2017

6. Smart Home Monitoring & Control

  • 6.1. Introduction
  • 6.2. Smart Metering
    • 6.2.1. Smart Metering Definitions
      • i. The Smart Grid
        • Figure 6.1: Smart Grid Layout SmartSynch
    • 6.2.3. Current Status
      • i. Case Study: AT&T and SmartSynch
  • 6.3. Market Forecasts
    • 6.3.1. Methodology & Assumptions
      • Figure 6.2: Smart Metering Forecasts Methodology
    • 6.3.2. Smart Metering Forecasts: Number of Connected Smart Meters
      • Figure 6.3: Number of Connected Home Smart Meters (m) Split by Eight Key Regions 2012-2017
      • Table 6.1: Number of Connected Home Smart Meters (m) Split by Eight Key Regions 2012-2017
    • 6.3.3. Smart Metering Service Revenues
      • Figure 6.4: Service Revenues from Smart Metering ($m) Split by Eight Key Regions 201 2-2017
      • Table 6.2: Service Revenues from Smart Metering ($m) Split by Eight Key Regions 2012-2017
  • 6.4. Smart Home Security & Control
    • 6.4.1. Home Automation Ntwrk
      • Figure 6.5: Home Energy & Control Automation App Example
  • 6.5. Market Forecasts
    • 6.5.1. Methodology & Assumptions
      • Figure 6.6: Smart Home Security & Control Forecast Methodology
    • 6.5.2. Smart Home Security & Control Systems Forecast
      • Figure 6.7: Number of Smart Home Security & Control Systems (m) Split by Eight Key Regions 2012-2017
      • Table 6.3: Number of Smart Home Security & Control Systems (m) Split by Eight Key Regions 2012-2017
    • 6.5.3. Smart Home Security & Control Revenue Forecast I
      • Figure 6.8: Service Revenues from Smart Home Security & Control Systems ($m) Split by Eight KeyRegions20l2-2017
      • Table 6.4: Service Revenues from Smart Home Security & Control Systems ($m) Split by Eight Key Regions 2012-2017

7. Smart Home Health

  • 7.1. Introduction
  • 7.2. Case Studies
    • 7.2.1. Qualcomm Life
      • Figure 7.1: Qua comm Life 2Net Ecosystem
    • 7.2.2. Nokia
  • 7.3. Components
    • Figure 7.2: The Mobile App's Role in Remote Patient Monitoring
  • 7.4. Market Forecasts
    • 7.4.1. mHealth Market Sizing and Methodology
      • Figure 7.3: Remote mHealth Monitoring Methodology
    • 7.4.2. Remote Health Monitoring Forecasts I
      • Figure 7.4: Number of Monitored Individuals (m) Split by 8 Key Regions 2012-2017
      • Table 7.1: Number of Monitored Individuals (m) Split by 8 Key Regions 201 2-2017
    • 7.4.3. Service Revenues from Remote Health Monitoring
      • Figure 7.5: Service Revenues from Health Monitoring ($m) Split by 8 Key Regions 201 2-2017
      • Table 7.2: Service Revenues from Health Monitoring ($m) Split by 8 Key Regions 2012-2017

Smart Home Ecosystem Connected Devices, Service Models & Revenues 2012-2017 published by Juniper Research in June 20, 2012. This report price starts from US $ 2720.

Press Release

Smart Home Entertainment Services Drive Internet Connected TV Growth to Reach 650 Million by 2017

August 27th, 2012

Global Information Inc. would like to present a new market research report, "Smart Home Ecosystem Connected Devices, Service Models & Revenues 2012-2017" by Juniper Research.

A new report from Juniper Research forecasts that the number of residential TVs, connected to the Internet via different platforms such as Blu-ray players, set-top boxes and consoles, and also via built in wireless or Ethernet connectivity, will reach almost 650 million by 2017.

The report finds that Smart TVs are becoming mainstream amongst consumers, similar to smartphone and tablet adoption. Even though the replacement cycle of TVs are longer than for, say smartphones, the report forecasts strong growth over the forecast period.

The Demand for Online Content

The report Smart Home Ecosystem: Connected Devices, Service Models & Revenues 2012-2017 finds that there is an increasing demand from consumers for new video content services from so called OTT providers Netflix, LOVEFiLM and YouTube. The revenue and profitability of traditional entertainment services within the home has attracted many new players including content aggregators and platform providers such as Apple and Google.

This consumer demand for connectivity and content has influenced the smart home entertainment segment in a major way along with the  integration of social media, multi-screen strategies and applications.

Increasing Number of Connected Home Devices

Report author Nitin Bhas noted that as the cost of these connected devices fall over the period of forecast, the value of connectivity will rise.

"The consumer electronics industry along with key players, such as the content aggregators and platform providers, needs to clearly define this device ecosystem and start working towards driving this phase of growth and turn it into a revenue opportunity", Bhas added.

Other key findings include:

  • Indian Subcontinent will account for the lowest proportion of connected TV sets throughout the forecast period, due to the lack of fixed broadband connections
  • Smart Home Revenues to reach almost $60bn by 2017, rising from $25 billion this year

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