Multi-Client Marketing ReportTechno Systems Research2012-2013 Cellular Data Card& M2M Module MarketMarch 2013Techno System...
《Purpose》・ “2012-2013 Cellular Data Card & M2M Module Market” was published to help make informeddecisions for marketing s...
AnnotationStandardHSDPA: High Speed Downlink Packet Access, 3GPP Release 5HSUPA: High Speed Uplink Packet Access , 3GPP Re...
Table of Contents1. Summary1.1. Highlight....................................................................................
4.2.1. Product ..............................................................................................................
1. Summary
2012-2013 Cellular Data Card & M2M Module MarketCopyright Techno Systems Research Co., Ltd.Unauthorized reproduction or di...
2012-2013 Cellular Data Card & M2M Module MarketCopyright Techno Systems Research Co., Ltd.Unauthorized reproduction or di...
2012-2013 Cellular Data Card & M2M Module MarketCopyright Techno Systems Research Co., Ltd.Unauthorized reproduction or di...
2012-2013 Cellular Data Card & M2M Module MarketCopyright Techno Systems Research Co., Ltd.Unauthorized reproduction or di...
2012-2013 Cellular Data Card & M2M Module MarketCopyright Techno Systems Research Co., Ltd.Unauthorized reproduction or di...
2012-2013 Cellular Data Card & M2M Module MarketCopyright Techno Systems Research Co., Ltd.Unauthorized reproduction or di...
2012-2013 Cellular Data Card & M2M Module MarketCopyright Techno Systems Research Co., Ltd.Unauthorized reproduction or di...
2012-2013 Cellular Data Card & M2M Module MarketCopyright Techno Systems Research Co., Ltd.Unauthorized reproduction or di...
2012-2013 Cellular Data Card & M2M Module MarketCopyright Techno Systems Research Co., Ltd.Unauthorized reproduction or di...
2012-2013 Cellular Data Card & M2M Module Market1.8. Mobile Computing + M2M ModuleVendorPositioningMobile ComputingData Ca...
2012-2013 Cellular Data Card & M2M Module MarketCopyright Techno Systems Research Co., Ltd.Unauthorized reproduction or di...
Multi-Client Market Report All Rights Reserved『2012-2013 Cellular Data Card & Module Market』Techno Systems Research Co., L...
…………………………Application Form…………………………1. Research Theme :”2012-2013 Cellular Data Card & M2M Module Market”2. Appearance Dat...
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E sample 2012 2013 data card & m2 m module market

  1. 1. Multi-Client Marketing ReportTechno Systems Research2012-2013 Cellular Data Card& M2M Module MarketMarch 2013Techno Systems Research Co., Ltd.TSR Bldg., 7-4 Iwamoto-cho 3-chome,Chiyoda-ku, Tokyo 101-0032Tel: +81-3-3851-5651, Fax: +81-3-3866-4503www.t-s-r.co.jp, info@t-s-r.co.jp
  2. 2. 《Purpose》・ “2012-2013 Cellular Data Card & M2M Module Market” was published to help make informeddecisions for marketing strategies. This report focuses on cellular data card, embedded module, M2Mmarket, vendor trends.・ This report is for the use of participating companies, which have contributed to this research reportand is prohibited for the use of outside sources.(If you will quote report contents for the use of outside sources, please inform in advance)《Note》・ The data of the report, such as market expectation and market share, has some gap with the actualnumber of semiconductor shipment, as the data of the report is based on the shipment quantity of theend products.・ The data in this report was conducted by TSR through independent survey and analysis.・ In regards to the units used within this report, quantity is referred as M units/pcs (Million units orpieces), US$ amounts in MUSD (Million US$: 1,000,000 US dollars).・ Annual quantity is counted using January to December calendar year (CY).・ Calculations are rounded up to the two decimal places. Please be advised that total market sharecalculations may differ by 0.1 – 0.2 due to rounding.・ “Mobile Computing” refers to Data Card, Mobile Router, modem embedded tablet/NotebookAll trademarks are the property of their respective owners.All rights are reserved. No part of this publication may be reproduced in any form or by any means,electronic, photocopying, recording or otherwise, without prior consent of the copyright owner.While every care is taken to ensure that the data published in this report are accurate, TSR cannot acceptresponsibility for any omissions or inaccuracies appearing or for any consequences arisen from the use ofthis report.
  3. 3. AnnotationStandardHSDPA: High Speed Downlink Packet Access, 3GPP Release 5HSUPA: High Speed Uplink Packet Access , 3GPP Release 6HSPA +: High Speed Packet Access Evolution, also called HSPA Evo, 3GPP Release 7DC HSPA: Dual Cell High Speed Packet AccessFDD-LTE (LTE): Frequency Division Duplex-Long Term Evolution, 3GPP Release 8TD-SCDMA: Time Division-Code Division Multiple Access, Chinese 3G standardTDD-LTE: Time Division Duplex-Long Term Evolution, Chinese 3.9G standardProductCPE: Customer Premises Equipment (=Router/ Gateway)Data Card: USB Modem/ PC Card (Express Card)DPF: Digital Photo FrameM2M: Machine to MachinePC: Personal Computer (Notebook/Netbook)CompanyIFX: InfineonMTK: MediaTekNSN: Nokia Siemens NetworksSTE: ST-EricssonTable/ GraphCY: Calendar YearM: Million/ 1,000,000USD: US DollarGR%: Growth RateD.R.%: Decrease Rate
  4. 4. Table of Contents1. Summary1.1. Highlight..............................................................................................................................................11.2. Cellular Data Card & Module Market Forecast 2011-2017 ................................................................21.3. Cellular Mobile Computing Market Forecast......................................................................................41.4. Cellular M2M Market Forecast...........................................................................................................51.5. Smartphone Tethering..........................................................................................................................61.6. LTE for Non-handset Market Forecast 2011-2017..............................................................................81.7. LTE-Advanced in Mobile Computing.................................................................................................91.8. Mobile Computing + M2M Module Vendor Positioning ..................................................................101.9. Non-handset Cellular Modem Chip Vendor Positioning ................................................................... 112. Network and Operator2.1. Cellular Standard Roadmap...............................................................................................................122.2. Mobile Subscriber Forecast Mobile Subscriber Forecast. .................................................................142.2.1. Non-Handset Mobile Subscriber ....................................................................................................142.2.2. Mobile Subscriber Forecast by Standard........................................................................................162.3. LTE Network Deployments by Major Mobile Operators..................................................................183. Mobile Computing3.1. Mobile Computing ............................................................................................................................223.2. Mobile Computing Market Forecast by Application 2011-2017 .......................................................233.3. Smartphone-Tethering .......................................................................................................................263.3.1. Market Forecast Change after Smartphone Tethering ....................................................................263.3.2. Tethering plan from major mobile operators..................................................................................283.4. Mobile Computing Market Forecast by Area 2011-2017 ..................................................................293.5. Mobile Computing Market Forecast by Cellular Standard 2011-2017..............................................313.6. LTE in Mobile Computing Market 2011-2017..................................................................................333.6.1. LTE Penetration Ratio in Total Mobile Computing Device Shipments 2011-2017........................333.6.2. LTE Attach Ratio Forecast by Applications 2011-2017..................................................................343.6.3. LTE Market Forecast by Duplex Method 2011-2017.....................................................................353.6.4. LTE-Advanced Market Forecast 2011-2017 .............................................................................373.6.5. LTE-Advanced Market Forecast by Area 2011-2017 .....................................................................393.6.6. LTE-Advanced Market Forecast by Application 2011-2017 ..........................................................403.7. Cellular Tablet Attach Ratio Forecast 2011-2017 .............................................................................413.8. Cellular Notebook PC Attach Ratio Forecast 2011-2017 ..................................................................433.9. Device Vendor Share .........................................................................................................................443.9.1. Mobile Computing Device & Module............................................................................................443.9.2. Data Card........................................................................................................................................453.9.3. Mobile Router.................................................................................................................................453.9.4. Embedded Module....................................................................................................................................... 464. Other Cellular Device Market4.1. Router/ Gateway (CPE).....................................................................................................................474.1.1. Product ...........................................................................................................................................474.1.2. Market Forecast..............................................................................................................................474.1.3. Major Device Vendor......................................................................................................................484.2. FWT (Fixed Wireless Terminal)/ FWP (Fixed Wireless Phone)........................................................49
  5. 5. 4.2.1. Product ...........................................................................................................................................494.2.2. Market Forecast..............................................................................................................................494.2.3. Major Device Vendor......................................................................................................................504.3. Embedded Consumer Device ............................................................................................................514.3.1. Product ...........................................................................................................................................514.3.2. Market Forecast..............................................................................................................................525. M2M5.1. Cellular M2M Cloud Platform ..........................................................................................................545.2. Cellular M2M Vertical.......................................................................................................................555.3. Market Forecast by Vertical 2011-2017.............................................................................................565.4. Transportation M2M Market Breakdown..........................................................................................585.5. Market Forecast by Standard 2011-2017...........................................................................................605.6. M2M Characteristics by Regions ......................................................................................................615.7. Module Vendor Market Share, 2011-2012 (Volume & Revenue)......................................................636. Cellular Module and Modem Chip6.1. Module & Modem Chipset Major Entry Supplier.............................................................................656.2. Supply Chain.....................................................................................................................................676.3. Module & Device Vendor Market Share ...........................................................................................696.4. Chipset Vendor Market Share............................................................................................................706.4.1. Mobile Computing + M2M ............................................................................................................706.4.2. Mobile Computing..........................................................................................................................726.4.3. Cellular M2M Module....................................................................................................................746.4.4. 2013 Market Share Trend ...............................................................................................................756.5. Chipset and Module Price Trend .......................................................................................................766.5.1. Mobile Computing..........................................................................................................................766.5.2. M2M Module .................................................................................................................................776.5.3. Modem Chipset ..............................................................................................................................786.6. Chipset Roadmap ..............................................................................................................................796.7. LTE Modem Roadmap ......................................................................................................................816.8. Cellular Module Product List ............................................................................................................836.9. Major Module Vendor Information ...................................................................................................886.9.1. Gemalto ..........................................................................................................................................896.9.2. Hitachi Kokusai..............................................................................................................................916.9.3. Huawei ...........................................................................................................................................926.9.4. LG Innotek .....................................................................................................................................936.9.5. Novatel Wireless.............................................................................................................................946.9.6. Seiko Instruments...........................................................................................................................956.9.7. Sierra Wireless................................................................................................................................966.9.8. SIMCom.........................................................................................................................................986.9.9. Telit.................................................................................................................................................996.9.10. u-blox .........................................................................................................................................100
  6. 6. 1. Summary
  7. 7. 2012-2013 Cellular Data Card & M2M Module MarketCopyright Techno Systems Research Co., Ltd.Unauthorized reproduction or disclosure prohibited by applicable laws. 11.1. Highlight<Non-Handset CellularModem Market>Cellular Modem is not only used for handsets, but also used in mobile broadband, M2M, fixed broadband. Non handsetcellular modem market is roughly 200M units, accounting for about 9% of total cellular modem market.Market growth rate of non-handset cellular modem is higher than that of mobile phone, but market trend differs byapplication. Mobile broadband device is stagnant. On the other hand, M2M market grows significantly.<SmartphoneTethering merge Mobile Computing Device Market>Mobile Computing (USB Modem, Mobile Router, Cellular Notebook PC / Tablet) market had been growing steadily until2011, but fell sharply in 2012. In addition to the recession in Europe, smartphone tethering (smartphone used as mobilerouter) service began to spread from second half of 2011, and affected the demand for Mobile Router and USB Modem.Currently smartphone tethering is promoted by mobile operator in developed countries such as US and Japan. It willcontinue to spread to other regions in the future.The spread of smartphone tethering will increase the total user of mobile computing. Demand of data-centric device suchas USB modem and mobile router will be limited for heavy users.<Automotive and Smart Meterdrive CellularM2M Market>Cellular M2M Module is being used in various applications, but automotive and smart meter takes up much of the marketand has high growth potential.Smart Meter is being promoted by government and power companies. The market will grow in China, Europe, Japan, andSoutheast Asia in the coming years and stable demand over a long period of time can be expected. In the automotivesector, fleet management applications are currently expanding. Regulations such as e-call / ERA-GLONASS are expectedto expand the cellular module demand in the long term.<LTE>LTE is a big trend in Mobile Computing. LTE spread is fast in Mobile Computing market; 23% of the total in 2012, 80%of total by 2016. 2G accounts for majority in cellular M2M market due to importance of network coverage rather thandata speed. LTE M2M will be deployed to LTE dedicated mobile operator from 2013.<DeviceVendor>In the Mobile Computing market, due to market stagnation and concentration of market share by Huawei and ZTE,Ericsson, Novatel (PC module), Sierra Wireless, LG Innotek are withdrawing. Overconcentration and consolidationprogresses.On the other hand, M & A is active in the field of M2M Module. There are emerging vendors such as Telit and ublox.Module vendor like Sierra Wireless and Gemalto is not limited to the development of module but are also focused onM2M platform and managed service.
  8. 8. 2012-2013 Cellular Data Card & M2M Module MarketCopyright Techno Systems Research Co., Ltd.Unauthorized reproduction or disclosure prohibited by applicable laws. 21.2. CellularData Card & Module Market Forecast 2011-2017M Units2011 2012 2013 2014 2015 2016 2017Cellular Modem Total 2080.3 2126.3 2234.4 2337.9 2447.1 2533.2 2612.2Cellular Non-handset 230.3 198.6 211.1 228.1 255.1 268.6 281.9% of Non-handset 11.1% 9.3% 9.4% 9.8% 10.4% 10.6% 10.8%Mobile Computing 141.9 108.5 111.1 112.2 113.7 114.4 114.5M2M 40.1 50.8 60.4 74.3 96.6 104.8 110.7Others 48.3 39.3 39.6 41.5 44.8 49.4 56.7(Mobile Phone) 1850.0 1927.7 2023.3 2109.8 2192.0 2264.6 2330.3Others: Consumer Electronics, Fixed Wireless Terminal, Router and GatewayNon Handset Modem Market Forecast, 2011-20170.0500.01000.01500.02000.02500.03000.02011 2012 2013 2014 2015 2016 2017MUnits0.0%10.0%20.0%30.0%40.0%50.0%60.0%70.0%80.0%90.0%100.0%Cellular Non-handset(Mobile Phone)*Non Handset Market %Non-Handset Cellular Modem Market Forecast by Application, 2011-20170.050.0100.0150.0200.0250.0300.02011 2012 2013 2014 2015 2016 2017MUnitsOthersM2MMobile Computing
  9. 9. 2012-2013 Cellular Data Card & M2M Module MarketCopyright Techno Systems Research Co., Ltd.Unauthorized reproduction or disclosure prohibited by applicable laws. 3Cellular non-handset market is composed of mobile computing, M2M module, consumer electronics, and fixed wirelessdevice.The total cellular modem size (Handset + Non-handset) was 2,126M units in 2012 and expand to approximately 2,612Munits by 2017. Cellular non-handset market accounted for 9% of total cellular market in 2012 and 11% by 2017.Cellular Non-Handset market was 199M units in 2012 and will expand to 282M units in 2017. Currently mobilecomputing (data card + mobile router + cellular embedded PC + cellular embedded tablet) accounts for 56% of the market.M2M (machine to machine) is expected to expand in the future. M2M market size was 51M units in 2012 and will reach111M units in 2017.
  10. 10. 2012-2013 Cellular Data Card & M2M Module MarketCopyright Techno Systems Research Co., Ltd.Unauthorized reproduction or disclosure prohibited by applicable laws. 41.3. CellularMobile Computing Market ForecastMobile computing market expanded from 2008 to 2011, but greatly reduced in 2012. Recession in Europe, tethering indeveloped countries are main factors of market decline.The market will remain flat.While data card market continues to shrink, the convenient mobile router market will expand. Mobile Router market willovertake data card market size in 2015.Cellular embedded tablet and notebook PC is costly and the modem attach rate is low. There are demand for cellular tabletand cellular notebook for enterprise but the market size is small.There are high demand for high-speed communication in mobile computing, and the spread of LTE is fast. US and Japanis ahead in the spread, accounted for 22.4% of the market. LTE will be account for 83.5% of total shipments in 2017.Cellular Mobile Computing Device Market Forecast, 2011-20170.020.040.060.080.0100.0120.0140.0160.02011 2012F 2013F 2014F 2015F 2016F 2017FMUnits0.0%10.0%20.0%30.0%40.0%50.0%60.0%70.0%80.0%90.0%100.0%LTEratioCellular Notebook PCCellular TabletMobile RouterData CardLTE %・Tethering in devlopedcountries・Economic slowdownGrowing Mobile Router
  11. 11. 2012-2013 Cellular Data Card & M2M Module MarketCopyright Techno Systems Research Co., Ltd.Unauthorized reproduction or disclosure prohibited by applicable laws. 51.4. CellularM2M Market ForecastCellular M2M Module market size was 51M units in 2012 and will reach to 111M in 2017. Although cellular M2Mmarket is affected by the legislation and economic situation, it has been adopted in various fields, and steady growth isexpected.In 2012, transportation (Fleet Management mainly), metering (smart meter in China) grew substantially. Smart meter willshow continuous growth in China, Japan and East Asia. Demand for transportation module will greatly expand by theimpact of legislation in 2014-2015While many cellular M2M application uses small amounts of data, network coverage is important. In addition, it is pricesensitive, therefore a high proportion are 2G. LTE will rise from 2013, and will be adopted by operators which willterminate legacy network, and applications that require high-speed communication such as telematics. LTE ratio willexceed 10% in 2017.Cellular M2M Market Forecast by Vertical, 2011-20170.020.040.060.080.0100.0120.02011 2012 2013 2014 2015 2016 2017MUnits0.0%10.0%20.0%30.0%40.0%50.0%60.0%70.0%80.0%90.0%100.0%LTERatioRemote Maintenace & ControlIndustrial ComputingSecurityPaymentHealth CareMeteringTransportationLTE %Steadily growing Smart Meter: Europe, China, Japan, AsiaE-call initiativelaunch
  12. 12. 2012-2013 Cellular Data Card & M2M Module MarketCopyright Techno Systems Research Co., Ltd.Unauthorized reproduction or disclosure prohibited by applicable laws. 61.5. SmartphoneTetheringTethering Hurdles- Consumes smartphone battery- Carrier support/promotionTethering Effect- Data Card/Mobile Router demand decrease ⇒ mobile data subscription decrease- Flat rate data plan ⇒ Pay as you go- Convenient to use ⇒ Increase of light userTethering is a service that uses the smartphone as mobile router. Since 2011, North America, Japan, United Kingdom andsuch began to offer tethering service. Tethering is supported on major mobile OS, and mobile operator deployment is thekey to the spread.The spread of the smartphone tethering will decrease the demand for dedicated data communication devices. Marketgrowth of data card/mobile router are flat or slightly decline from 2012 in US and Japan where tethering service isdeployed. On the other hand, tethering lowers the hurdle for mobile broadband, therefore total user will increase.The challenge for smartphone tethering is battery consumption.Therefore, the demand for dedicated device will remain.WiFiWiFiLTE routerfunctionTethering increase in 2012
  13. 13. 2012-2013 Cellular Data Card & M2M Module MarketCopyright Techno Systems Research Co., Ltd.Unauthorized reproduction or disclosure prohibited by applicable laws. 7<Smartphone has been merging various dedicated mobile devices><Tethering Impact to Mobile Computing Market>Mobile computing market forecast declined significantly compared to the forecast in 2011. In 2011, data card and mobilerouter market was growing and was expected to expand.To 200M units in 2015Smartphone affects on Dedicated Device0400800120016002010 2011 2012 2013 2014 2015 2016 2017MUnitsSmartphone shipment volumeRich features/Router functionintegrated into smartphoneDedicated device marketdecreaseMarket Forecast Change after Smartphone-Tethering0.050.0100.0150.0200.0250.02011 2012 2013 2014 2015 2016 2017Datacard+MobileRoutershipment0.0200.0400.0600.0800.01,000.01,200.01,400.01,600.0SmartphoneshipmentSmartphone Forecast (as of 4Q2012)Data Card + Mobile Router (as of 2011)Data Card + Mobile Router (as of Jan 2013)Smartphone -tetheringImpactContinuous RecessionThe current forecast is 30% down in 2012.The market will be flat from 2013 affected by smartphone tethering.
  14. 14. 2012-2013 Cellular Data Card & M2M Module MarketCopyright Techno Systems Research Co., Ltd.Unauthorized reproduction or disclosure prohibited by applicable laws. 81.6. LTE forNon-handset Market Forecast 2011-2017M Units2011 2012 2013 2014 2015 2016 2017Cellular Non-handset 230.3 198.6 211.1 228.1 255.1 268.6 281.9LTE 5.2 25.7 44.1 62.2 84.4 107.3 130.1LTE % 2.2% 12.9% 20.9% 27.3% 33.1% 40.0% 46.1%Mobile Computing 4.9 24.9 42.0 57.7 73.1 86.4 96.2M2M 0.0 0.0 0.1 0.4 2.5 6.6 11.2Others (Router) 0.2 0.8 2.0 4.2 8.8 14.3 22.7LTE in cellular non-handset market will expand mainly in mobile computing market. LTE market size was 26M in 2012and will rise to 44M units in 2013.US and Japan will be the main market for LTE in 2013. From 2014, LTE will spread in China and Europe. Australia andHong Kong will all grow. (South Korea is also a market where LTE spreads fast, but mobile computing demand is verysmall.)Other than mobile computing, LTE fixed router will spread in developing countries such as India, China, Russia, andSouthAmericaLTE for Non-handset Market Forecast, 2011-20170.020.040.060.080.0100.0120.0140.02011 2012 2013 2014 2015 2016 2017MUnits0.0%10.0%20.0%30.0%40.0%50.0%60.0%70.0%80.0%90.0%100.0%Others (Router)M2MMobile ComputingLTE % of Cellular Non-handset
  15. 15. 2012-2013 Cellular Data Card & M2M Module MarketCopyright Techno Systems Research Co., Ltd.Unauthorized reproduction or disclosure prohibited by applicable laws. 91.7. LTE-Advanced in Mobile ComputingM Units2011 2012 2013 2014 2015 2016 2017Cellular Mobile Computing 141.9 108.5 111.1 112.2 113.7 114.4 114.53G 137.0 83.6 69.2 54.5 40.5 28.0 18.3LTE 4.9 24.9 40.7 52.1 60.8 62.4 57.9LTE-Advanced 0.0 0.0 1.3 5.6 12.3 24.0 38.23G 96.5% 77.0% 62.2% 48.6% 35.7% 24.4% 16.0%LTE 3.5% 23.0% 36.6% 46.4% 53.5% 54.6% 50.6%LTE-Advanced 0.0% 0.0% 1.2% 5.0% 10.8% 21.0% 33.4%LTE-Advanced (including carrier aggregation) in mobile computing will be deployed from 2013 and spread further from2015. LTE-Advanced provides faster data speed, but RF circuit will be complicated and device cost will be higher.South Korean operator and AT&T are leading LTE-Advanced operators. Verizon follows by introducing the service in2014. Since South Korean mobile computing demand is small, US operators will lead the LTE-Advanced mobilecomputing market.Japan and Europe will deploy LTE-Advanced after 2015.LTE-Advanced in Mobile Computing, 2011-20170.020.040.060.080.0100.0120.0140.0160.02011 2012 2013 2014 2015 2016 2017MUnits0.0%10.0%20.0%30.0%40.0%50.0%60.0%70.0%80.0%90.0%100.0%LTE-AdvancedLTE3GLTE-Advanced %* LTE-Advanced includes Rel.9 Cat4+Carrier Aggregation
  16. 16. 2012-2013 Cellular Data Card & M2M Module Market1.8. Mobile Computing + M2M ModuleVendorPositioningMobile ComputingData Card Mobile RouterEmbeddedModuleM2M RemarksHuawei ◎ ◎ ○ △- Market leader in mobile computing- Expanding M2M market outside China in the last year.Sierra Wireless △ ○ △ ○- exit from Mobile Computing (Data card and Mobile Router) business- Expanding M2M business by acquiring Wavecom and SagemcomZTE○○ △ △- Has a high share in mobile computing following Huawei.- Faces difficulty in embedded module and M2M for lack of support.Gemalto × × × ○- Former Cinteiron (former Siemens). Industrial M2Mbusiness only.- Strengthening platform business after being acquired by Gemalto.Novatel Wireless △ ○ △ △- Pioneer of mobile router(MiFi)Revenue dependent on the N.American market.-Acquired Enfora for M2M business.Telit × × × ○- M2M business only. Sales to US market expanded from acquiring Motorola.- Increasing presence inAsian market as well. High 2G ratio.SIMCom △ △ △ ○- Main business in China, India, Russia facing price competitiveness.- Low moduleASPLG Innotek × × △ △- Main business is telematics.- Will soon enter the embedded module marketublox × × × △- Entered M2M market in 2010.- Expanding business mainly in Fleet using connections from GPS business.Foxconn × × ◎ ×- Producing cellular modules as part of EMS business for iPad.Ericsson × × △ ×-Announced to exit the embedded module market at end of 2011.- Currently looking for a buyer of the business.Embedded Module: Modules for Tablets/Notebook/UltrabookMarket Share: ◎: >30%, ○: 10-30%, △: 0-10%, ×: NoneCopyright Techno Systems Research Co., Ltd.Unauthorized reproduction or disclosure prohibited by applicable laws. 10
  17. 17. 2012-2013 Cellular Data Card & M2M Module MarketCopyright Techno Systems Research Co., Ltd.Unauthorized reproduction or disclosure prohibited by applicable laws. 111.9. Non-handset CellularModem ChipVendorPositioningComputing +M2MMobileComputingM2M RemarksQualcomm ◎ ◎ ○- Dominant in LTE market-Increase competition with In-house baseband modemIntel ○ △ ◎- Gain market share in M2M segment- LTE is slowHiSilicon ○ ○ △- Lead LTE modem development- Gain share inside HuaweiST-Ericsson △ △ ○- Stable in M2M space- Introduce LTE modem in 2013MediaTek △ △ ○- 2G modem increase in China M2M marketNVIDIA △ △ ×- Delay LTE development- Focus more to SmartphoneGCT △ △ ×- Lead in single mode LTE market, niche- Increase greenfield operatorsRenesas Mobile △ △ ×- Enter LTE market in 2012-2013Spreadtrum △ △ ×- TopTD-SCDMAmodem vendor- Introduce LTE modem in 2013Marvell △ △ ×- Focus China Market- TD-SCDMAdata market shrinksAltair △ △ ×- First to introduce LTE-Achipset - Less competition than multimode LTE market- Targeting future LTE M2M marketSequans △ △ ×- Less competition than multimode LTE market - India and China LTE market grow- Targeting future LTE M2M marketMarket Share: ◎: >30%, ○: 10-30%, △: 0-10%, ×: None
  18. 18. Multi-Client Market Report All Rights Reserved『2012-2013 Cellular Data Card & Module Market』Techno Systems Research Co., LtdTel: +81-3-3851-5651 Fax: +81-3-3866-4503TSR Bldg., 7-4, Iwamoto-cho 3-chome, Chiyoda-ku, Tokyo 101-0032Price:Japanese report, Hardcopy only: JPY 300,000-Japanese report, Hardcopy + PDF: JPY 390,000-English report, PDF File: USD 4,500-Publication Date:Japanese: February 13, 2013English March 8, 2013
  19. 19. …………………………Application Form…………………………1. Research Theme :”2012-2013 Cellular Data Card & M2M Module Market”2. Appearance Date: March 11, 2013 (estimated)3. Research Fee:Please make a check in the appropriate space:Contents Prices Check- English Report, PDF- Excel data table- Phone/ Email briefing (upon request) US$4,500-Date:Company Name :Department :Signature :Address :Phone Number :E-Mail :* Please FAX or E-mail to below:Tel:+81-3-3851-5651Fax:+81-3-3866-4503Takeshi Niwa (niwa@t-s-r.co.jp)

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