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Market Research Report

Commercial Connected Vehicles

Published by Juniper Research Product code 352937
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Commercial Connected Vehicles
Published: November 13, 2018 Content info:
Description

Overview

Juniper's ‘Commercial Connected Cars’ research covers services from automotive OEMs (Original Equipment Manufacturers) and aftermarket connected car service providers in the commercial vehicle market. It provides an incisive evaluation into connected vehicle services in the commercial sector, including fleet management in-vehicle telematics and V2V (Vehicle-to-Vehicle) technology.

For the first time, Juniper provides analysis and forecasts for future vehicle commerce services over commercial vehicles, including total number and value of transactions.

This research suite includes:

  • Deep Dive Strategy & Competition (PDF)
  • 5 Year Deep Dive Data & Forecasting (PDF)
  • Executive Summary & Core Findings (PDF)

Key Features

  • Sector Dynamics: Detailed evaluation of emerging automotive technologies, including analysis of the present market state and future stakeholder opportunities. Technologies assessed include:
    • In-vehicle Commerce Opportunities
    • AI (Artificial Intelligence) in the Automotive Sector
    • 5G Networks
  • Emerging Technology Impact Assessement: Strategic review of the opportunities, impacts and barriers of connected car services across with an evaluation of technologies including:
    • 5G
    • Blockchain
    • Cellular V2V
  • Benchmarket Industry Forecasts: Provided for key connected car services, including:
    • Telematics
    • V2V Services
    • Connected Car Commerce
  • Juniper Leaderboard: Key player capability and capacity assessment of 15 Connected Car platform providers. Players assessed include:
    • Aeris
    • Airbiquity
    • AT&T
    • Cisco Jasper
    • Ctrack
    • KORE Wireless
    • Mojio
    • MiX Telematics
    • Octo Telematics
    • Sierra Wireless
    • Tech Mahindra
    • Telit
    • Verizon
    • Vodafone
    • WirelessCar

Key Questions

  • 1. Which telematics service providers are leading the market in 2018?
  • 2. What are the revenue opportunities for connected car services providers over the next 5 years?
  • 3. What role will operators play in the commercial connected car market?
  • 4. How will emerging technologies, such as 5G, and Blockchain, disrupt automotive business models?
  • 5. What will be the most lucrative area of the commercial connected car market over the next five years?

Companies Referenced

  • Interviewed: Gemalto, Octo Telematics
  • Profiled: Aeris, Airbiquity, AT&T, Cisco Jasper, Ctrack, KORE Wireless, MiX Telematics, Mojio, Sierra Wireless, Tech Mahindra, Telit, Verizon, Vodafone, WirelessCar.
  • Case Studied: Gemalto.
  • Mentioned: A T Kearney, AAA(American Automobile Association), ABB, Accellion, Accenture, Admiral, Affinion Italy, AIG, Allianz, Alten, AMA, Amaline, Amazon, AMS (Automotive Management Services), AOL, Apple, Arnold Clark, Arval, Ascom, Aston Martin, ATIC Data Systems, Atos Worldwide, ATrack, Audi, Autoliv, AutonomouStuff, Avis, AVNet, Bell Group UK, Bentley, BMW, Born4shop-Saldi Privati, Bosch, Buick, Buongiorno, CalAmp, Campbell Scientific, CarForce, China Unicom, Cinterion, Continental, Ctek, Daimler, Data911, Dell, Deloitte, Deutsche Assistance Telematiks, Deutsche Telekom, DigiKey, Dooing, DriveNow, EE, EMS Global Tracking, Ericsson, EuropCar, EverQuote, Fai, Ferrari, FleetCheck, fleetleed, Fleetmatics, Glencore, Globe Tracker, GM (General Motors), Google, Guidewire PartnerConnect, Hartford, Henry Schein, Hertz, Hexagon, Honeywell, IBM, IFTTT, Indus Towers, Infiniti, Infomobility, Infosys, Inseego Corp, Insure The Box, Intact Financial Corporation, Intel, Iridium Communications, Jaguar Land Rover, Janus, JASPAR (Japan Automotive Software Platform and Architecture), Jazz Wireless Data, Kineto Wireless, La Parissienne, Lamborghini, Lease Plan ENI, LexisNexis Risk Solutions, Libelium, Liberty, Lightfoot, Lochbridge, London Taxis, LV=, MaGIC (Manufacturing Global Innovation Centre), Mahindra Reva Electric Vehicles, MAPFRE, Marmalade, Maserati, Mercedes-Benz, Microsoft, Mobileye, Movildata, Movimento, Multi-Tech Systems, Nationwide, Nebula Systems, New Vaal Motor group, Nissan, Novatel Wireless, NSC (National Safety Council), NTT DoCoMo, Nuance, Numerex, Oakhurst, Oberthur Technologies, Ono, Orbcomm, OriginGPS, OSA, OWiN, Philips, Pininfarina, Porsche, Proximus, Qoros, QSI Corporation, Queclinkm Maestro Wireless Solutions, RCI Bank, Renova, rev.io, Revive, Rogers Wireless, Safaricom, Salesforce.com, SAP, Schneider Electric, Semcon, Shell, Silver Spring Networks, SIMbae, Skoda, SkyWave Mobile Communications, Sprint, State Auto, State Farm, STMicroelectronics, Tele2, Telefonica, Telenor, Telogis, The Linux Foundation, TietoEnator, T-Mobile, TomTom, Tower Watson, u-blox, UNIVE, Verifone, Vinnter, Visa, Volkswagen, Volvo, Wunelli, Wyless Group Holdings, Xirgo Technologies, ZTE.

Data & Interactive Forecast

Juniper's latest ‘Commercial Connected Cars’ forecast suite includes:

  • 5 year benchmark forecasts for key metrics by 8 key regions and 8 country level splits including:
    • Brazil
    • Canada
    • China
    • France
    • Germany
    • Mexico
    • UK
    • US
  • Commercial telematics:
    • Commercial vehicles with telematics
    • OEM/Third party systems
    • Service provider revenues
    • Operator connectivity revenues and data traffic
  • Commercial V2V
    • V2V capable commercial vehicles
  • Commercial connected car commerce
    • Connected car commerce capable cars
    • Total number of connected car commerce transactions
    • Total value of connected car commerce transactions
  • Access to the full set of forecast data of 45 tables and over 5,400 datapoints.
  • Interactive Excel Scenario tool allowing users the ability to manipulate Juniper's data for 10 different metrics.

Juniper Research's highly granular Interactive Excels enable clients to manipulate Juniper's forecast data and charts to test their own assumptions using the Interactive Scenario Tool; and compare select markets side by side in customised charts and tables. IFxls greatly increase clients' ability to both understand a particular market and to integrate their own views into the model.

Table of Contents

Table of Contents

Deep Dive Strategy & Competition

1. Connected Cars: Current Landscape & Recent Market Movements

  • 1.1. The Current State of Connected Car Services
    • 1.1.1. Connected Cars: Current Services
      • Figure 1.1: Total Number of Vehicles Using Connected Car Services (m), Split by Service 2016-2018
    • 1.1.2. Recent Market Movements
      • Table 1.2: Connected Car Market Movements 2017 Onwards
  • 1.2. Challenges Facing Connected Car Services
    • 1.2.1. Impending Automotive Legislation
      • Table 1.3: Anti-ICE Legislation Announcements
    • 1.2.2. Road Infrastructure
  • 1.3. Connected Car Opportunities
    • 1.3.1. In-car Payments
      • Figure 1.4: Future Connected Car Payment Services
    • 1.3.2. Integration of Voice Assistants In-Vehicle
      • Figure 1.5: Global Number of Vehicles with Digital Voice Assistants (m) Split by 8 Key Regions 2018-2023
      • Figure 1.6: Android Automotive Network Architecture
    • 1.3.3. Automotive AI (Artificial Intelligence)
      • i. AI for Underwriting Insurance Premiums
      • ii. AI for Data Analysis
      • iii. Future Outlook
    • 1.3.1. 5G & 5G-enabled Services
      • i. Futureproof 5G Services

2. Commercial Connected Vehicles: Technology Impact Assessment & Data Traffic Analysis

  • i. Futureproof 5G Services
  • 2.1. Commercial Connected Vehicles
    • Figure 2.1: Telematics Uses & Applications
    • 2.1.1. Commercial Connected Vehicles: Technology Impact Evaluation
      • Figure 2.2: Juniper Competitive Web Benefits of Future Disruptive Technologies on Commercial Connected Vehicles
    • 2.1.2. 5. G's Potential Disruption
      • Figure 2.3: Global Share of Cellular Vehicle Connections (%) Split by 4 Cellular Connections 2017-2022
    • 2.1.3. CV2X (Celluar V2X) will Increase Driver Safety
    • 2.1.4. Blockchain for Logistics & OTA Updates
      • Table 2.4: Benefits & Hurdles to Implementation of Blockchain the Automotive Sector
        • Case Study: Gemalto's Mobility Solutions & Authentication Services
  • 2.2. Data Traffic Analysis
    • Figure 2.5: Total Data Usage for Commercial Telematics (TB) Split by 8 Key Regions 2018-2023
  • 2.3. Commercial Connected Vehicles Key Takeaways & Strategic Recommendations for Market Stakeholders
    • Figure 2.6: Number of OEM Subscribers Paying for the Service (m) Split by 4 Regions 2018 & 2023

3. Connected Car Telematics: Player Profiles & Positioning

  • 3.1. Introduction
  • 3.2. Vendor Assessment
    • 3.2.1. Vendor Assessment Methodology
      • Table 3.1: Connected Car Players Scoring Criteria
      • Figure 3.2: Connected Car Juniper Leaderboard
      • Table 3.3: Connected Cars Heatmap Results
    • 3.2.2. Connected Car Player Analysis
      • Established Leaders
      • Leading Challengers
      • Disruptors & Emulators
  • 3.3. Limitation & Interpretations
  • 3.4. Connected Cars Movers & Shakers
  • 3.5. Player Profiles
    • 3.5.1. Aeris
      • i. Corporate
      • ii. Geographical Spread
      • iii. Key Clients & Strategic Partnerships
      • iv. High Level View of Offerings
      • v. Juniper View: Key Strengths & Strategic Opportunities
    • 3.5.2. Airbiquity
      • i. Corporate
      • ii. Geographical Spread
      • iii. Key Clients & Strategic Partnerships
      • iv. High Level View of Offerings
      • v. Juniper View: Key Strengths & Strategic Opportunities
    • 3.5.3. AT&T
      • i. Corporate
        • Table 3.4: AT&T Key Financial Data ($bn) 2015-2017
      • ii. Geographical Spread
      • iii. Key Clients & Strategic Partnerships
      • iv. High Level View of Offering
      • v. Juniper View: Key Strengths & Strategic Opportunities
    • 3.5.4. Cisco Jasper
      • i. Corporate Profile
        • Table 3.5: Cisco Financial Snapshot ($bn) 2015-2017
      • ii. Geographic Spread
      • iii. Key Clients & Strategic Partnerships
      • iv. High Level View of Offerings
      • v. Juniper View: Key Strengths & Strategic Opportunities
    • 3.5.5. Ctrack
      • i. Corporate
      • ii. Geographical Spread
      • iii. Key Clients & Strategic Partnerships
      • iv. High Level View of Offerings
      • v. Juniper View: Key Strengths & Strategic Opportunities
    • 3.5.6. KORE Wireless
      • i. Corporate
      • ii. Geographical Spread
      • iii. Key Client & Strategic Partnerships
      • iii. High Level View of Offerings
      • v. Juniper View: Key Strengths & Strategic Opportunties
    • 3.5.7. Mojio
      • i. Corporate
      • ii. Geographical Spread
      • iii. Key Clients & Strategic Partnerships
      • iv. High Level View of Offerings
      • v. Juniper View: Key Strengths & Strategic Opportunities
    • 3.5.8. MiX Telematics
      • i. Corporate
        • Table 3.6: MiX Telematics Financial Performance Snapshot ($m) 2015-2017
      • ii. Geographical Spread
      • iii. Key Clients & Strategic Partnerships
      • iv. High Level View of Offerings
      • v. Juniper View: Key Strengths & Strategic Opportunities
    • 3.5.9. Octo Telematics
      • i. Corporate
      • ii. Geographical Spread
      • iii. Key Clients & Strategic Partnerships
      • iv. High Level View of Offerings
      • v. Juniper View: Key Strengths & Strategic Opportunities
    • 3.5.10. Sierra Wireless
      • i. Corporate
        • Table 3.7: Sierra Wireless Selected Financial Information ($m) 2015-2017
      • ii. Geographical Spread
      • iii. Key Clients & Strategic Partnerships
      • iv. High Level View of Offerings
      • v. Juniper View: Key Strengths & Strategic Opportunities
    • 3.5.11. Tech Mahindra
      • i. Corporate
        • Table 3.8: Tech Mahindra Select Financial Information ($m) 2015-2017
      • ii. Geographical Location
      • iii. Key Clients & Strategic Partnerships
      • iv. High Level View of Offerings
      • v. Juniper View: Key Strengths & Strategic Opportunities
    • 3.5.12. Telit
      • i. Corporate
        • Table 3.9: Telit Selected Financial Information ($m) 2015-2017
      • ii. Geographical Spread
      • iii. Key Clients & Strategic Partnerships
      • iv. High Level View of Offerings
        • Table 3.10: Telt's Automotive Grade Modules
      • v. Juniper View: Key Strengths & Strategic Opportunities
    • 3.5.13. Verizon
      • i. Corporate
      • ii. Geographical Spread
      • iii. Key Clients & Strategic Partnerships
      • iv. High Level View of Offerings.
      • v. Juniper View: Key Strengths & Strategic Opportunities
    • 3.5.14. Vodafone
      • i. Corporate
        • Table 3.13: Vodafone Financial Performance Snapshot ($bn) 2015-2017
      • ii. Geographical Spread
      • iii. Key Clients & Strategic Partnerships
      • iv. High Level View of Offerings
      • v. Juniper View: Key Strengths & Strategic Opportunities
    • 3.5.15. WirelessCar
      • i. Corporate
      • ii. Geographical Spread
      • iii. Key Clients & Strategic Partnerships
      • iv. High Level View of Offerings
      • v. Juniper View: Key Strengths & Strategic Opportunities

Deep Dive Data & Forecasting

1. Connected Cars: Market Summary & Key Takeaways

  • 1.1. Introduction to Connected Vehicles
    • Figure 1.1: Connected Cars Market Summary in 2023
    • 1.1.1. Consumer Telematics
    • 1.1.2. Commercial Telematics
  • 1.2. Market Summary Forecasts
    • 1.2.1. Total Connected Car Service Users
      • Figure & Table 1.2: Total Number of Vehicles Using Connected Car Services, Split by Service (m) Split by 4 Services 2018-2023
    • 1.2.2. Total Services Revenues from Connected Car Services
      • Figure & Table 1.3: Total Consumer & Commercial Connected Car Service Revenues ($m) Split by 8 Key Regions 2018-2023
    • 1.2.3. Connnectivity Enablement Revenues from Connected Car Services
      • Figure & Table 1.4: Total Connectivity Enablement Revenues from Consumer & Commercial Connected Car Services ($m) Split by 8 Key Regions 2018-2023

2. Commercial Telematics: Market Forecasts & Key Takeaways

  • 2.1. Commercial Telematics: Introduction & Methodology
    • 2.1.1. Methodology
      • Figure 2.1: Commercial Telematics Forecast Methodology
    • 2.1.2. Total Number of Commercial Vehicles with Telematics
      • Figure & Table 2.2: Installed Base of Commercial Vehicles with Telematics (m) Split by 8 Key Regions 2018-2023
      • Table 2.3: Installed Base of Commercial Vehicles with Telematics (m) Split by OEM-installed & After-market 2018-2023
    • 2.1.3. Revenues from OEM-installed Commercial Telematics Services
      • Figure & Table 2.4: Total Revenues from Commercial Telematics OEM Subscriptions ($m) Split by 8 Key Regions 2018-2023
    • 2.1.4. Revenues from After-market Commercial Telematics
      • Figure & Table 2.5: Total Revenues from After-market Commercial Telematics Subscriptions ($m) Split by 8 Key Regions 2018-2023
    • 2.1.5. Data Attributable to Commercial Telematics Services
      • Figure & Table 2.6: Total Data Traffic Attributable to Commercial Telematics Services (PB) Split by 8 Key Regions 2018-2023

3. Future Commercial Connected Vehicle Services: Key Market Forecasts

  • 3.1. Future Commercial Connected Car Services: Introduction & Methodologies
    • 3.1.1. Methodology
      • Figure 3.1: Commercial V2V Forecast Methodology
    • 3.1.2. Total Number of Commercial Vehicles with V2V Capabilities
      • Figure & Table 3.2: Total Number of Commercial Vehicles Installed with V2V Hardware (m) Split by 8 Key Regions 2018-2023
    • 3.1.3. Total Commercial In-vehicle Transactions
      • Figure & Table 3.3: Total Transactions made by Payment-enabled Connected Commercial Vehicles (m) Split by 8 Key Regions 2018-2023
    • 3.1.4. Total Spend over Commercial In-vehicle Commerce Platforms
      • Figure & Table 3.4: Total Annual Transaction Value of Payment-enabled Connected Commercial Vehicles ($m) Split by 8 Key Regions 2018-2023
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