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1. The Global Wireless M2M Market
Trends & Analysis – March 2014
Berg Insight, March 2014
Tobias Ryberg, M2M Industry Analyst
tobias.ryberg@berginsight.com
Presentation
March 2014 – Slide 1

2. March 2014 – Slide 2
Agenda
 Berg Insight’s M2M Research Series 2014
 Outlook & Trends: The Global Wireless M2M Market
 Q&A

3. Part I
Berg Insight’s M2M Research Series
March 2014 – Slide 3

4. March 2014 – Slide 4
List of recent reports:
 Security Applications and Wireless M2M
 Retail Applications and Wireless M2M
 Smart Metering in Europe
 Industrial Automation and Wireless M2M
 Smart Homes and Home Automation
 ITS in Public Transport
 Fleet Management in Europe
 The Global Wireless M2M Market

5. March 2014 – Slide 5
Planned and upcoming titles:
 General: The Global Wireless M2M Market, European Market, M2M Platforms and Software
 Automotive: Car Telematics in Europe, OEM Car Telematics, Insurance Telematics
 Transport: Fleet Management in Europe/Russia & CIS/Americas, Public Transport, Container Tracking
 Utilities & Industrial: Smart Metering in Europe, Oil & Gas, Industrial Automation
 Consumer Electronics: Connected Wearables, Smart Homes and Home Automation
 mHealth: mHealth and Home Monitoring, Telehealth and Telecare in Europe

6. Part II
Outlook & Trends ‐ The Global Wireless M2M market
March 2014 – Slide 6

7. March 2014 – Slide 7
Wireless M2M is a mature global business
 Global subscriber base around 165 million at the end of 2013.
 M2M devices account for 2‐3 percent of mobile network connections worldwide.
 Mobile data revenues from M2M devices reached € 5 billion in 2013.
 Projected average annual growth rate of around 22 percent until 2018.
 By 2018 almost 500 million M2M connections will generate € 15‐20 billion in netwok revenues.

8. March 2014 – Slide 8
M2M subscriber forecast 2011‐2018, by region

9. March 2014 – Slide 9
M2M subscriber forecast 2011‐2019, by vertical segment

10. March 2014 – Slide 10
M2M subscribers by region Q4‐2013

11. March 2014 – Slide 11
M2M subscribers in Western Europe – Q4‐2013
Nordic countries
M2M connections: ≈ 7‐8 million
YoY growth‐rate: ≈ 20 %
Pop‐penetration: 20 %
UK & Ireland
M2M connections: ≈ 7 million
YoY growth‐rate: ≈ 25%
Pop‐penetration: 9‐10 %
Spain & Portugal
M2M connections: >3 million
YoY growth‐rate: 11%
Pop‐penetration: 5 %
Germany
M2M connections: ≈ 7 million
YoY growth‐rate: 30 %
Pop‐penetration: 9 %
France
M2M connections: 6.9 million
YoY growth‐rate: 47 %
Pop‐penetration: 10 %
Benelux
M2M connections: 2 million
YoY growth‐rate: 15 %
Pop‐penetration: 7 %
Italy
M2M connections: ≈ 6‐7 million
YoY growth‐rate: 30 %
Pop‐penetration: 10‐12 %

12. March 2014 – Slide 12
M2M subscribers in the United States – Q4‐2013
MNO rankings Q4‐2013
AT&T 16.3m +2.1m
Verizon ≈9.5m +1.0m
Sprint 4.5m +1.0m
T‐Mobile US 3.6m +0.5m
United States
M2M connections: 33.9 million
YoY growth‐rate: 16 %
Pop‐penetration: 11 %

13. March 2014 – Slide 13
M2M subscribers in East Asia – Q4‐2013
China
M2M connections: 30‐40 million
YoY growth‐rate: ≈ 30 %
Pop‐penetration: 2 %
Japan
M2M connections: 9.2 million
YoY growth‐rate: 21 %
Pop‐penetration: 7 %
South Korea
M2M connections: 2.4 million
YoY growth‐rate: 27 %
Pop‐penetration: 5 %

14. March 2014 – Slide 14
M2M subscribers in emerging markets – Q4‐2013
Turkey
M2M connections: >2 million
YoY growth‐rate: ≈ 50 %
Pop‐penetration: 3 %
Brazil
M2M connections: 9.2 million
YoY growth‐rate: 21 %
Pop‐penetration: 7 %
Russia
M2M connections: 4.8 million
YoY growth‐rate: ≈ 40 %
Pop‐penetration: 4 %
India
M2M connections: N/A
YoY growth‐rate: N/A
Pop‐penetration: <1 %

15. Megatrend: Connected Management
March 2014 – Slide 15
CONNECTED MANAGEMENTCONNECTED MANAGEMENT
APPLICATIONS
Data collection
Data analytics
Device mgmt.
Remote cont.
Security
Tracking
Assets
Behaviour
Costs
Customers
People
Products
Revenues
… M2M communication

16. March 2014 – Slide 16
Automotive: Connected Cars
Smartphone solutionsSmartphone solutionsEmbedded solutionsEmbedded solutions
+
OEM Consumer

17. March 2014 – Slide 17
Transport: Connected Fleets
Vehicle ManagementVehicle Management
Driver ManagementDriver Management
Logistics ManagementLogistics Management
Financial ServicesFinancial Services
Compliance ReportingCompliance Reporting
Tax CollectionTax Collection
Fleet operators External stakeholders
CONNECTED
FLEETS
CONNECTED
FLEETS

18. March 2014 – Slide 18
Corporations: Connected Enterprise

19. March 2014 – Slide 19
Utilities: Smart Grids

20. March 2014 – Slide 20
Consumer Electronics & mHealth

21. March 2014 – Slide 21
Industry trends: Technology

22. March 2014 – Slide 22
Industry trends: Alliances

23. March 2014 – Slide 23
Industry trends: Vertical specialisation
AutomotiveAutomotive UtilitiesUtilities SecuritySecurity OtherOther

24. March 2014 – Slide 24
Industry trends: Value‐chain consolidation
Modules/SoftwareModules/Software TelematicsTelematics M2M SPsM2M SPs Next?Next?

25. March 2014 – Slide 25
Q&A
Questions and comments?

26. End of presentation