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Connected Cars: Consumer & Commercial Telematics and Infotainment 2014-2018

Overview

  • Consumer & Commercial Sectors
  • OEM vs. After-Market Analysis
  • New Smartphone Tethering Forecasts

This third edition of Juniper's market leading report on connected cars provides a comprehensive suite of five year calculated projections, together with qualified findings regarding the anticipated automotive telematics opportunity to 2018. This edition includes an extensive analysis of the connected car ecosystem along with an in-depth focus on the opportunities for the different stakeholders within this fast moving market.

With over 40 pages of forecasts in the report, including 35 tables, this most up-to-date report is supplemented by the Connected Cars IFxl (Interactive Forecast Excel ) with an additional 20 forecast tables and 4,800 data points.

What This Report Covers

New & Updated Forecast Suite

Juniper delivers the benchmark forecasts for the connected automotive industry. With almost 1,700 data points and two exclusive chapters of forecasts in the report, this updated study provides an extensive breakdown for the consumer and commercial telematics sectors as below:

  • Service Adoption (Commercial vs. Consumer)
  • Service Cost (Commercial vs. Consumer)
  • Service Revenues (Commercial vs. Consumer)
  • Service Provision (OEM vs. After-Market)
  • App Integration & Smartphone Tethering
  • In-Vehicle Entertainment Revenues.

Business Models & Billing Analysis

The report devotes a chapter to identify and analyse the numerous stakeholders with diverse interests ranging from the driver of the vehicle or company owning that vehicle to network operators, chipset manufacturers and module suppliers. It also highlights the importance of successfully managing billing and payment in the automotive environment.

New Service Provider Analysis & Matrix

Connectivity specialists and operators are as important to the telematics market as the vehicle manufacturers. The report profiles some of the principle players within the telematics industry from a connectivity perspective and positions them against one another in the market according to defined criteria such as financial performance and size, and specific roll-outs to date.

Expert Analysis and Strategic Recommendations

Expert analysis is backed up by interviews with and commentaries from leading players across the automotive telematics industry, including Vodafone, Telefonica, KORE Telematics, Jasper Wireless, Sierra Wireless, Harman and Car Connectivity Consortium. It also includes a series of strategic recommendations designed to enable OEMs (Original Equipment Manufacturers), operators and service providers to maximise their opportunity within the automotive telematics space.

Connected Cars IFxl 2014-2018

Juniper Research's highly granular IFxls (Interactive Forecast Excels) enable clients to manipulate Juniper's forecast data and charts to test their own assumptions, perform what-if analysis; and compare select markets side by side in customised charts and tables. IFxls greatly increase clients' ability both to understand a particular market and to integrate their own views into the model.

This IFxl, with 55 Tables; 22 What-if-analyses; and over 6,500 Data Points, provides additional market data for the following countries: Brazil, Canada, China, France, Germany, Mexico, UK and US.

Companies Referenced

Interviewed : Amazon, Amdocs, McAfee: a Part of Intel Security, Rackspace.

Profiled : Amazon, Amdocs, Apple, Ericsson, Facebook, Funambol, Microsoft, Netflix, Pandora, Spotify, Twitter.

Case Studied : Cloud Security Alliance, Distributed Management Task Force, Dropbox, Facebook, Flickr, Google, Hong Kong Broadband Network, Institute of Electrical and Electronics Engineers, OnLive, Open Data Centre Alliance, Open Grid Forum, PlayStation, Telefónica.

Mentioned : Accenture, Actix, Adobe, Advanced Systems Group, Akamai, América Móvil, AT&T, Azuki Systems, Baidu, Bang & Olufsen, BitTorrent, BlackBerry, BMW, Braintree, Buzz Finder, Canonical, Celcite, Center for Digital Democracy, Chrysler, Chunghwa, Cisco, Cloud Union, Comcast, ComScore, Conceptwave, Deezer, Dell, Deutsche Telekom, Digital Reality Trust, Disney, EA, eBay, Electronic Privacy Information Center, EMC, Engine Yard, Foxconn, Fujisoft, Gakai, Government Communications Headquarters, GSMA, Hasselblad, Haven Power, HBO, Hitachi, HP, HTC, Huawei, Hulu, IBM, Instagram, International Electrotechnical Commission, International Federation of the Phonograph Industry, International Telecommunication Union, LG, LinkedIn, LoveFilm, Lucky Sort, MelOn, MGM, Mobilink, MoPub, Mozilla, Music Genome Project, MySpace, National Institute of Standards and Technology, National Security Agency, Nielsen, Nokia, O2, Oculus Rift, Open Compute Project, Oracle, Orange, Paramount Pictures, PayPal, Pear Analytics, Philips, Pioneer, Porsche, Proctor & Gamble, QuickTime, Rdio, Rogers, Roku, Salesforce.com, Samsung, Sandvine, SAP, Security, Trust & Assurance Registry, SFR, Shell, Skype, Softbank, Sony, Sprint, Stitche, Storyful, Stripe, Swisscom, Tata Communications, Telstra, Telus, Tencent, Terremark, Time Warner, T-Mobile, Toyota, TuneIn, Universal Music Group, Valve, Verizon, Vine, Virgin Media, Vizio, Vodafone, Volvo, WebTV, WhatsApp, Wipro, Xbox, Yahoo, Yamaha, ZTE.

Extra Info

♦8 Key Regions include: North America; Latin America; Western Europe; Central & Eastern Europe; Far East & China; Indian Subcontinent; Rest of Asia Pacific and Africa & Middle East.

Table of Contents

Executive Summary

1. Telematics - the Business of Automotive M2M

  • 1.1 Introduction
  • 1.2 Report Scope
  • 1.3 Telematics Layers
    • 1.3.1 Telematics within the M2M Environment
    • Figure 1.1: Layers within the M2M Value-Chain
    • 1.3.2 Telematics Defined
    • Figure 1.2: Telematics Environments
    • Figure 1.3: Telematics Uses and Applications
    • i. Consumer and Commercial Telematics
  • 1.4 Backdrop to Telematics: The Automotive Sector
    • Figure 1.4: Trends and Success Drivers in the Global Automotive Industry
  • 1.5 Telematics Technologies
    • Figure 1.5: The Telematics Technology Map
    • 1.5.1 Apple CarPlay
  • 1.6 Trends, Drivers and Constraints
    • Figure 1.6: Telematics Trends Drivers and Constraints
    • 1.6.1 Market Trends
    • a. Billing and Charging Models
    • 1.6.2 Market Drivers
    • a. eCall
    • b. Contran 245
    • c. ERA-GLONASS
    • iv. Case Study: Harman Focuses on OTA
    • v. Case Study: Car Connectivity Consortium and the MirrorLink Standard
    • 1.6.3 Market Constraints
    • Figure 1.7: Automotive vs Mobile Life Cycles
  • 1.7 The Role of the Smartphone and Tablet
  • 1.8 Future Developments
    • Figure 1.8: Advanced Driver Displays
  • 1.9 Conclusion

2. Players, Business Models and Stakeholder Approaches

  • 2.1 Introduction
  • 2.2 Telematics Stakeholders
    • Figure 2.1 Telematics Stakeholders
    • 2.2.1 Vehicle Manufacturers
    • 2.2.2 Automotive Approaches
    • Table 2.1: Automotive Initiatives
    • 2.2.3 Chipset and Module Manufacturers
    • i. Intel
    • ii. NXP
    • Figure 2.2: The Telematics Chipset
    • iii. Qualcomm
    • iv. Sierra Wireless
    • v. Telit
    • a. Telit Automotive Solutions
    • 2.2.4 Network Operators
    • Table 2.2: Selected MNO Telematics Initiatives
    • Figure 2.3: The SIM Lifecycle
    • 2.2.5 Connectivity Specialists
    • 2.2.6 Billing for Telematics
    • Figure 2.4: Telematics Billing Scenarios
  • 2.3 Towards Standardised Approaches
    • i. Tizen
    • ii. Car Connectivity Consortium
    • 2.3.1 Connectivity Methods
    • i. Embedded OEM Telematics
    • ii. After-Market
    • iii. Smartphone Tethering
    • 2.3.2 The Operator/OEM Relationship
    • Scenario A: The Operator's Contractual Relationship is with the Vehicle Manufacturer
    • Scenario B: The Operator's Contractual Relationship is with the Vehicle Owner
    • i. Suiting the Telematics Use-Case to Delivery Methods
    • Figure 2.5: Telematics Options and Use-cases
  • 2.4 Summary Forecasts
    • 2.4.1 Connected Vehicles
    • 2.4.2 Connected Vehicle Revenues
    • Figure 2.6 & Table 2.3: Revenues from all Consumer and Commercial Telematics (m) Split by 8 Key Regions 2013-2018

3. Consumer Telematics: Market Sizing and Forecasts

  • 3.1 Introduction
  • 3.2 Growth Drivers and Revenue Prospects
    • 3.2.1 Insurance Telematics as a Growth Driver
  • 3.3 Consumer Telematics Forecasts
    • 3.3.1 Forecast Methodology
    • i. Consumer Telematics User Base
    • Figure 3.1 Consumer Telematics Forecast Methodology
    • Figure 3.2 & Table 3.1: Consumer Vehicles in Service (m) Split by 8 Key Regions 2013-2018
    • ii. Consumer Vehicles with Telematics Installed
    • Table 3.2: Proportion of Consumer Vehicles with Telematics Installed (%) Split by 8 Key Regions 2013-2018
    • Figure 3.3 & Table 3.3: Installed Base of Consumer Vehicles with Telematics (m) Split by 8 Key Regions 2013-2018
    • iii. OEM Telematics
    • Table 3.4: Proportion of Consumer Telematics Vehicle Installed Base that are OEM Installed (%) Split by 8 Key Regions 2013-2018
    • Figure 3.4 & Table 3.5: Installed Base of Consumer Vehicles with OEM Telematics Subscriptions (m) Split by 8 Key Regions 2013-2018
    • iv. After-Market Telematics
    • Table 3.6: Proportion of Consumer Telematics Vehicle Installed Base that are Installed After-Market (%) Split by 8 Key Regions 2013-2018
    • Figure 3.5 & Table 3.7: Installed Base of Consumer Vehicles with After-Market Telematics Subscriptions (m) Split by 8 Key Regions 2013-2018
    • 3.3.2 Consumer Telematics Revenues
    • i. OEM Revenues
    • Figure 3.6 & Table 3.8: Number of OEM Subscribers (m) Paying for the Service, Split by 8 Key Regions 2013-2018
    • Table 3.9: Annual Cost of an OEM Subscription ($) Split by 8 Key Regions 2013-2018
    • Figure 3.7 & Table 3.10: Revenues ($m) from OEM Subscriptions, Split by 8 Key Regions 2013-2018
    • ii. After-Market Revenues
    • Table 3.11: Average Annual Cost of an After-Market Subscription ($) Split by 8 Key Regions 2013-2018
    • Figure 3.8 & Table 3.12: Revenues from After-Market Consumer Telematics Subscriptions ($m) Split by 8 Key Regions 2013-2018
    • iii. Total Consumer Telematics Revenues
    • Figure 3.9 & Table 3.13: Revenues from OEM and After-Market Telematics Subscriptions ($m) Split by 8 Key Regions 2013-2018
  • 3.4 Tethering and Direct App Integration
    • 3.4.1 Towards Widespread Adoption
    • i. App Integration Long term Prospects
    • 3.4.2 Smartphone Tethering Forecast Methodology
    • Figure 3.10: Smartphone Tethering Forecast Methodology
    • Table 3.14: Proportion of the Consumer Vehicles Installed Base Adopting In-Vehicle Applications (%) Split by 8 Key Regions 2013-2018
    • Figure 3.11 & Table 3.15: Number of Consumer Vehicles Adopting In-Vehicle Applications (m) Split by 8 Key Regions 2013-2018
    • 3.4.3 Smartphone Tethering
    • Table 3.16: Proportion of Consumer Vehicles Adopting In-Vehicle Applications via Smartphone Tethering (%) Split by 8 Key Regions 2013-2018
    • Figure 3.12 & Table 3.17: Number of In-vehicle Apps in use, Smartphone Tethering Commercial (m) Split by 8 Key Regions 2013-2018
    • 3.4.4 App Integration
    • i. Direct Integration into Head-unit
    • Table 3.18: Proportion of Consumer Vehicles Adopting In-Vehicle Applications via Direct Integration into the Head-unit (%) Split by 8 Key Regions 2013-2018
    • Figure 3.13 & Table 3.19: Number of In-vehicle Apps Delivered by Direct Integration into the Head-unit (m) Split by 8 Key Regions 2013-2018
    • 3.4.5 Smartphone Tethering and Direct Integration Forecasts
    • Figure 3.14 & Table 3.20: Number of In-vehicle Apps in Service (Smartphone Tethering and Direct Integration) (m) Split by 8 Key Regions 2013-2018
    • 3.4.6 Smartphone Tethering and App Integration Revenues
    • i. Smartphone Tethering Revenues
    • Figure 3.15 & Table 3.21: Number of Vehicle-Specific Apps in Service that Generate Revenue, Smartphone Tethering (m) Split by 8 Key Regions 2013-2018
    • Table 3.22: Average Revenue per Paying App Downloaded ($) Split by 8 Key Regions 2013-2018
    • Figure 3.16 & Table 3.23: Revenue from Smartphone Embedded Apps per annum ($m) Split by 8 Key Regions 2013-2018
    • ii. App Integration Revenues
    • Figure 3.17 & Table 3.24: Revenue from Apps Embedded into the Head-unit per annum ($m) Split by 8 Key Regions 2013-2018
    • iii. Combined Smartphone Tethering and App Integration Revenues
    • Figure 3.18 & Table 3.25: Revenue from Vehicle Apps per annum (Head-unit Embedded and Smartphone Tethered) ($m) Split by 8 Key Regions 2013-2018
  • 3.5 Conclusion

4. Commercial Telematics: Market Sizing & Forecasts

  • 4.1 Introduction
  • 4.2 Market Structure and Service Offerings
    • 4.2.1 Vehicle Tracking, Fleet Management and Freight Tracking
    • 4.2.2 Driver Management
    • 4.2.3 Engine Management and Services
    • 4.2.4 Managing Data from Fleet Telematics
    • i. The Fleet Management Dashboard
    • Figure 4.1: The Fleet Management Dashboard
  • 4.3 Commercial Telematics Forecasts
    • 4.3.1 Forecast Methodology
    • Figure 4.2: Commercial Telematics Forecast Methodology
    • Figure 4.3 & Table 4.1: Commercial Vehicles in Service (m) Split by 8 Key Regions 2013-2018
    • Table 4.2: Proportion of Commercial Vehicles Adopting Telematics (%) Split by 8 Key Regions 2013-2018
    • Figure 4.4 & Table 4.3: Installed Base of Commercial Vehicles with Telematics (m) Split by 8 Key Regions 2013-2018
    • Table 4.4: Proportion of Telematics Subscriptions that are After-Market (%) Split by 8 Key Regions 2013-2018
    • Figure 4.5 & Table 4.5: Number of Commercial Telematics Subscriptions that are After-Market (m) Split by 8 Key Regions 2013-2018
    • Figure 4.6 & Table 4.6: Number of Commercial Telematics Subscriptions that are OEM (m) Split by 8 Key Regions 2013-2018
    • 4.3.2 Commercial Telematics Revenues
    • i. OEM Revenues
    • Table 4.7: Annual Cost of an OEM Subscription ($) Split by 8 Key Regions 2013-2018
    • Figure 4.7 & Table 4.8: Revenues from Commercial Telematics OEM subscriptions ($m) Split by 8 Key Regions 2013-2018
    • ii. After-Market Revenues
    • Table 4.9: Annual Cost of an After-Market Subscription ($) Split by 8 Key Regions 2013-2018
    • Figure 4.8 & Table 4.10: Revenues from After-Market Commercial Telematics Subscriptions ($m) Split by 8 Key Regions 2013-2018
    • iii. Combined OEM and After-Market Revenues
    • Figure 4.9 & Table 4.11: Revenues from OEM and After-Market Commercial Telematics Subscriptions ($m) Split by 8 Key Regions 2013-2018
  • 4.4 Conclusion

5. Player Profiles and Market Positioning

  • 5.1 Introduction
  • 5.2 Vendor Assessment
    • 5.2.1 Vendor Assessment Methodology
    • Table 5.1: Vendor Capability Assessment Criteria
    • 5.2.2 Limitations and Interpretation
    • 5.2.3 Positioning Matrix Results
    • Figure 5.1: Global Telematics Connectivity Players Positioning Matrix
    • 5.2.4 Vendor Groupings
    • i. Summary
    • 5.2.5 Strategic Conclusions - Corporate Activity
  • 5.3 Player Profiles
    • 5.3.1 Deutsche Telekom
    • 5.3.2 Verizon
    • 5.3.3 AT&T
    • 5.3.4 Vodafone
    • 5.3.5 NTT DOCOMO
    • 5.3.6 China Unicom
    • 5.3.7 China Mobile
    • 5.3.8 Telefonica
    • 5.3.9 KORE Telematics
    • 5.3.10 Jasper Wireless
  • 5.4 Conclusion
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