M2M 市場的發展潛力與 RFID 的影響

An in-depth analysis of the M2M market, focusing on cellular technologies and RFID in Western Europe and the United States, along with analysis of the leading players strategies and developments taking place on the major vertical markets

• Thriving technological landscape enabling a new rise for M2M
  • Development of wireless technologies (cellular, WiFi, Bluetooth, Zigbee...) at affordable costs
  • Better adapted connection modes and open standards (SMS, GPRS, TCP/IP...)
  • Deployment of RFID, new source of M2M data
  • Innovations in capture technologies
• Real market potential for IT players
  • Vast array of machines to equip with communication capabilities in all sectors of activity (medical, retail, transport, automotive...), with wide-ranging application (telepayment, telemetry, tracking, video surveillance....)
  • Recent involvement of leading players (mobile and wireline carriers, hardware manufacturers, software publishers, integrators and software houses, distributors, as well as machine manufacturers)
  • Emergence of specialists at all levels along the value chain (MVNOs, software infrastructure, solution providers...)
• Vertical industries adopting more and more M2M solutions, aware of the potential benefits for their operations
  • Favourable impetus provided by RFID mandates
  • A host of regulations and public policies (security, health, traceability...)
  • Concrete business cases successfully implemented with tangible benefits
  • Reduction of operating costs through real time management of company resources: promising return on investment
  • Extension of the after-sales service market based on preventative maintenance
  • Designing innovative services and new rate models

Players

• BT
• Comtech
• IBM
• Nphase
• NTT DoCoMo
• Orange
• SensorLogic
• Siemens
• Sony-Ericsson
• TIM
• T-Mobile
• Vodafone
• Wavecom
• Wyless
• ...

Table of contents

1. Introduction

• 1.1. Reports o bjectives
• 1.2. Definition

2. M2M technology

• 2.1. A brief history
• 2.2. Operating principles
  • 2.2.1. How it works
  • 2.2.2. M2M architecture
• 2.3. Data capture
• 2.4. How the module works
• 2.5. Data communication
  • 2.5.1. Cellular solutions
  • 2.5.2. Non cellular solutions
  • 2.5.3. Choosing between wireless technologies
  • 2.5.4. Wireless IP adressing

3. The development of RFID and its impact on M2M

• 3.1. RFIDs ope rating principles
  • 3.1.1. Definition
  • 3.1.2. RFID architecture
  • 3.1.3. RFID tag features
  • 3.1.4. Frequencies
  • 3.1.5. Deployment of RFID tags
• 3.2. Standardization and regulation
  • 3.2.1. Frequency regulation
  • 3.2.2. Data standards
• 3.3. Growth of the UHF RFID market
  • 3.3.1. Business model for passive UHF tags
  • 3.3.2. UHF RFID experiments
  • 3.3.3. RFID markets
• 3.4. RFIDs imp act on M2M and telecom industries
  • 3.4.1. RFID and M2M
  • 3.4.2. Business applications using ruggedized PDA
  • 3.4.3. Consumer and NFC applications

4. Analysis of the M2M market

• 4.1. M2M applications and markets
  • 4.1.1. Segmentation factors
  • 4.1.2. Main uses of M2M
• 4.2. Value proposal
  • 4.2.1. Development factors
  • 4.2.2. Properties of M2M
  • 4.2.3. Customer benefits
• 4.3. Growth perspectives
  • 4.3.1. Drivers
  • 4.3.2. Challenges
  • 4.3.3. Growth of the M2M market
• 4.4. Market forecasts

5. Player strategies

• 5.1. Player positioning
  • 5.1.1. Value chain
  • 5.1.2. Alliances
  • 5.1.3. Business models
• 5.2. Modem and module Manufacturers
  • 5.2.1. Module segmentation
  • 5.2.2. Opportunities and developments
  • 5.2.3. Leading players
    • Nokia
    • Siemens
    • Sony-Ericsson
    • Wavecom
    • Skybility
    • Coronis Systems
• 5.3. Mobile operators
  • 5.3.1. Opportunities and developments
  • 5.3.2. M2M cellular growth strategies
  • 5.3.3. Leading players
    • Orange
    • T-Mobile
    • TIM
    • Telefonica
    • Vodafone
    • BT
    • NTT DoCoMo
    • Sprint PCS
    • Cingular Wireless
    • Velocita Wireless
  • 5.3.4. M2M MVNOs
    • Kore Wireless
    • Wireless Maingate
    • Aeris.net
    • Wyless
• 5.4. Software services suppliers
  • 5.4.1. M2Ms specific properties
  • 5.4.2. The solutions features
  • 5.4.3. Player segmentation
  • 5.4.4. Leading players
• 5.5. Integrated solutions and services
  • 5.5.1. Positioning
  • 5.5.2. Leading players
    • SensorLogic
    • NPhase
    • Axeda
    • Sybase
    • IBM
    • Opto 22
    • Lantronix
    • Comtech
    • Vianet
    • Numerex

6. Vertical M2M markets

• 6.1. Transportation
  • 6.1.1. Fleet management
  • 6.1.2. Telematics
  • 6.1.3. Case study: Mercedes Benz (Germany)
  • 6.1.4. Case study: UPM-Kymmene Metsa (Finland)
• 6.2. Security
  • 6.2.1. Case study: Securitas Direct (Europe)
• 6.3. Payment solutions for commerce
  • 6.3.1. Point of sale
  • 6.3.2. Automatic payment systems
  • 6.3.3. Case study: Credit Lyonnais/TNS (France)
  • 6.3.4. Case study: Exxon Mobile (USA)
• 6.4. Utilities
  • 6.4.1. Meter readings
  • 6.4.2. Case study: Enel (Italy)
• 6.5. Commerce : Vending Machines
  • 6.5.1. Case study: Frito-Lay (USA)
• 6.6. Automobile insurance
  • 6.6.1. Case study: Aviva (The UK)
• 6.7. Professional services
  • 6.7.1. Energy management
  • 6.7.2. Manufacturers & preventative maintenance
  • 6.7.3. Case study: Mitsubishi Electric (Europe)
• 6.8. Healthcare
  • 6.8.1. Case study: CardioNet (US)
• 6.9. Supply and distribution chain
  • 6.9.1. Case study: Metro (Germany)
• 6.10. Other markets
  • 6.10.1. Manufacturing
  • 6.10.2. Home automation

List of tables, figures and boxes

• Table 1: Comparison of SCADA and wireless M2M technologies
• Table 2: Comparison of the features of the leading cellular M2M solutions
• Table 3: Properties of passive RFID tags
• Table 4: Vertical examples of M2M equipment monitoring markets
• Table 5: Vertical examples of M2M surveillance markets
• Table 6: Vertical examples of M2M object traceability markets
• Table 7: Vertical examples of M2M fleet management markets
• Table 8: Vertical examples of M2M monetics markets
• Table 9: Vertical examples of M2M remote control markets
• Table 10: Vertical examples of M2M information search markets
• Table 11: M2Ms main drivers and challenges
• Table 12: Number of communicating machines in 2010 (million units)
• Table 13: Potential communicating device market in Western Europe in 2005 (million units)
• Table 14: M2M in figures for a selection of players
• Table 15: M2M revenues (billion EUR)
• Table 16: Mobile operators M2M revenues (billion EUR)
• Table 17: Principal M2M alliances
• Table 18: Technological criteria for modem segmentation
• Table 19: M2M module suppliers
• Table 20: Comparison of key elements in classic and M2M operators business models
• Table 21: Leading MVNOs on the M2M market
• Table 22: Leading M2M software solution vendors
• Figure 1: Architecture of an M2M solution
• Figure 2: Value-added of the Gateway and Middleware components
• Figure 3: Wireless technologies used in M2M
• Figure 4: Wireless Network Architecture of WLAN and WPAN
• Figure 5: RFID architecture
• Figure 6: EPC numbering
• Figure 7: Change in the cost of UHF RFID tags (In USD)
• Figure 8: RFID costing model
• Figure 9: Savings generated by Wal-Mart with the implementation of RFID
• Figure 10: RFID deployment in the retail industry
• Figure 11: The RFID market between 2003 and 2010 (billion USD)
• Figure 12: NFC Peer-to-Peer configuration
• Figure 13: FeliCa architecture
• Figure 14 : M2Ms impact on the network in terms of traffic
• Figure 15: M2Ms development by vertical industry
• Figure 16: Growth of the number of communicating objects, including tags and sensors (billion units)
• Figure 17: Expected growth of the M2M market
• Figure 18: M2Ms expanded value chain
• Figure 19: Change in the average price of a GSM/GPRS modem (in USD)
• Figure 20: Hardware manufacturers positioning on the value chain
• Figure 21: Leading cellular M2M modem suppliers positioning
• Figure 22: Breakdown of mobile operators M2M revenues, by application (2004)
• Figure 23: Leading mobile operators positioning on the M2M market
• Figure 24: MVNO and MVNE positioning on the M2M market
• Figure 25: The TELEAID system
• Figure 26: Architecture of the Sonera dispatching solution
• Figure 27: Process used by the forestry industry
• Figure 28: Comparison of meter readings with and without AMR
• Figure 29: Retail applications
• Box 1: Marks & Spencers
• Box 2: Nokia Mobile RFID Kit
• Box 3: QR Code
• Box 4: Felica and NTT DoCoMo