M2M策略的變化對聯網車的影響

今日在實現聯網車上有許多方法，車廠必須時常在對立的各種要素間取得平衡。

本報告，分析實現聯網車的各種解決方案，解說各種解決方案在歐洲、美國、中國的採用狀況，由下列摘要形式闡述。

第1章　要旨

第2章　市場動向 - 嵌入型SIM的長期展望

• 簡介
• 聯網車策略的分類
• OEM的嵌入型SIM的採用
• 嵌入型SIM的機會與課題
• 各種車載連線解決方案的預測

第3章　技術動向 - 可改編SIM的登場

• 簡介
• 可改編SIM的市場牽引因素與阻礙
• GSMA的嵌入型SIM構想
  • 技術解決方案與市場展開計畫
  • 對汽車業界的意義
• 今後展望

第4章　網路動向- 從2G轉移至3G/4G

• 簡介
• 從2G轉移的問題點與牽引因素
• 2G終止計畫的國家別概要
  • 歐洲
  • 美國
  • 日本
  • 中國
  • 韓國
  • 其他新興國家
• 將來展望

第5章　價格動向- 漫遊以及資料量計

• 簡介
• 漫遊費用
• 資料量計
• 將來展望

第6章　策略動向- 逐漸重要的電信業者角色

• 6.1 簡介
• 6.2 電信業者的潛在角色
• 6.3 將來展望

圖表一覽

• 表：嵌入型SIM的相關動向與SBD的建議
• 圖：內建或裝入的聯網車元件
• 表：SBD的聯網車的連線手法分類
• 圖：現行以及計畫中的OEM連線手法（美國、歐洲、中國）
• 表：使用嵌入型SIM的車廠
• 圖：嵌入型SIM成長的3階段
• 圖：搭載於小客車的嵌入型SIM全球預測（2010∼2015年）
• 圖：嵌入型SIM相關現在採購 - 價格設定的課題
• 圖：新eUICC價值鏈（GSMA案）
• 圖：可改編SIM的車載使用
• 圖：2G、3G、4G蜂巢式技術的變化
• 圖：從2G轉移的牽引因素與阻礙
• 表：國家別的2G終止情境
• 圖：嵌入型SIM的典型通訊費用結構
• 圖：歐洲漫遊III法規以及時程
• 圖：今後10年間每1人的通訊裝置持有數預測
• 圖：電信業者的過去與現在角色

Abstract

Embedded SIMs within cars to reach market saturation by 2025 ...

Vehicle manufacturers are today faced with a large number of options for enabling connected cars, and must balance often conflicting factors. SBD's latest report The impact of changing M2M strategies on the Connected Car clarifies the different solutions for enabling connected car services and their adoption in China, Europe and the USA.

Fully embedded strategies continue to play an important role for enabling connectivity within the car and this report analyses the trends contributing to the sustained growth of embedded SIMs :

• Market trends - various mandates and legislations driving fitment of embedded SIMs
• Technical trends - the emergence of reprogrammable SIMs
• Network trends - the transition from 2G to 3G/4G
• Pricing trends - improvements in roaming plans & data buckets
• Strategic trends - the changing role of the telecoms industry in the connected car value chain

Finally the report provides recommendations for vehicle manufacturers, telecom operators and telecom service providers on how to transition embedded SIMs from niche to mass-market in a profitable and sustainable way.

This report will help you:

• Understand the future trends for embedded SIMs so that you can develop long-term connectivity strategies
• Discover new ways to overcome the pricing challenges associated with embedded SIMs
• Gain deeper insight into how telecom operators are evolving their services and how this will impact the automotive world.

Table of Contents

1. summary1. Executive summary

2. Market trends -- the longthe long--term prospects for embedded SIMsSIMs

• 2.1 Introduction2.1 Introduction
• 2.2 strategies2.2 Categorising connected car strategies
• 2.3 SIMs2.3 OEM adoption of embedded SIMs
• 2.4 SIMs2.4 Challenges and opportunities for embedded SIMs
• 2.5 cars2.5 Forecast for different connectivity solutions in cars

3. Technical trends -- the emergence of reprogrammable SIMsSIMs

• 3.1 Introduction3.1 Introduction
• 3.2 SIMs3.2 Market drivers and barriers for reprogrammable SIMs
• 3.3 initiative3.3 GSMA Embedded SIM initiative
  • 3.3.1 roll3.3.1 Technical solution & roll--out planout plan
  • 3.3.2 industry3.3.2 Implications for the automotive industry
• 3.4 outlook3.4 Future outlook

4. Network trends -- Transition 4GTransition from 2G to 3G/4G

• 4.1 Introduction4.1 Introduction
• 4.2 2G4.2 Challenges and drivers for transitioning away from 2G
• 4.3 Country4.3 Country--byby--country switchcountry overview of 2G switch--off plansoff plans
  • 4.3.1 Europe4.3.1 Europe
  • 4.3.2 USA4.3.2 USA
  • 4.3.3 Japan4.3.3 Japan
  • 4.3.4 China4.3.4 China
  • 4.3.5 Korea4.3.5 South Korea
  • 4.3.6 Other emerging markets
• 4.4 outlook4.4 Future outlook

5. Pricing trends -- Roaming bucketsRoaming & Data buckets

• 5.1 Introduction5.1 Introduction
• 5.2 charges5.2 Roaming charges
• 5.3 buckets5.3 Data buckets
• 5.4 outlook5.4 Future outlook

6. Strategic trends -- The operatorsThe evolving role of telecom operators

• 6.1 Introduction6.1 Introduction
• 6.2 operators6.2 Potential roles for telecom operators
• 6.3 outlook6.3 Future outlook

7. stakeholders7. Recommendations for key stakeholders

• 7.1 Introduction7.1 Introduction
• 7.2 manufacturers7.2 Vehicle manufacturers
• 7.3 operators7.3 Telecom operators
• 7.4 Providers7.4 Telematics Service Providers

LIST FIGURESLIST OF FIGURES

• Fig. 1 Summary of trends and recommendations for embedded SIMsembedded SIMs
• Fig. 2Fig. 2 BuiltBuilt--in broughtin vs brought--in carsin components for connected cars
• Fig. 3Fig. 3 SBD strategiesSBD categories for connected car strategies
• Fig. 4Fig. 4 Existing and planned OEM connectivity strategies -- USA, ChinaUSA, EU & China
• Fig. 5Fig. 5 Vehicle SIMsVehicle manufacturers currently using embedded SIMs
• Fig. 6Fig. 6 Three SIMsThree phases of growth for embedded SIMs
• Fig. 7Fig. 7 Global forecast for embedded SIMs in passenger cars (2010(2010--2015)
• Fig. 8Fig. 8 Current sourcing and pricing challenges associated with SIMswith embedded SIMs
• Fig. 9Fig. 9 New GSMANew eUICC value chain as proposed by GSMA
• Fig. 10Fig. 10 Automotive SIMsAutomotive use cases for reprogrammable SIMs
• Fig. 11Fig. 11 The technologiesThe growth of 2G, 3G and 4G technologies
• Fig. 12Fig. 12 Drivers 2GDrivers and barriers for transitioning away from 2G
• Fig. 13Fig. 13 Scenarios switchScenarios for 2G switch--off marketsoff across different markets
• Fig. 14Fig. 14 Typical communication pricing structure for embedded SIMsSIMs
• Fig. 15Fig. 15 European timelineEuropean Roaming III regulation and timeline
• Fig. 10Fig. 16 10--year forecast for the number of connected devices per personper person
• Fig. 17Fig. 17 Past operatorsPast and current roles played by telecom operators