Report: Future Markets for Telematic Components TOC

INTRODUCTION

STUDY GOALS AND OBJECTIVES
CONTRIBUTIONS OF STUDY
AUDIENCE FOR THIS REPORT
SCOPE AND FORMAT
METHODOLOGY AND INFORMATION SOURCES
ANALYST'S CREDENTIALS
RELATED BCC PUBLICATIONS
BCC ON-LINE SERVICES
DISCLAIMER

SUMMARY

Summary Table: TOTAL TELEMATICS HARDWARE AND SERVICE REVENUES, THROUGH 2008 ($ MILLIONS)
Summary Figure: TOTAL TELEMATICS HARDWARE AND SERVICE REVENUES, 2002-2008 ($ MILLIONS)

INDUSTRY OVERVIEW

MARKET DEFINITION

Table 1 DEFINITION BY INDUSTRY

LOCATION-BASED SERVICES AND CONTENT
SAFETY AND SECURITY
CONSUMER TETHER

IMPORTANCE OF TELEMATICS

Table 2 INDUSTRIES INVOLVED IN TELEMATICS

AUTOMOTIVE

Recurring Revenue Stream
Value-Added Services
Brand Enhancement and Protection

COMPUTERS

Vehicle Cabins-a New Market

TELECOMMUNICATIONS

Increased Airtime Usage
Revenue from Premium Services

Revenue from Premium Services (Continued)

TRANSPORTATION INFRASTRUCTURE

Value Added to Contracts
Turf Protection
RETURN ON INVESTMENT

Table 3 POTENTIAL TELEMATICS RETURN ON INVESTMENT

VEHICLE MANUFACTURERS
WIRELESS NETWORK SERVICES PROVIDERS
COMPUTER MANUFACTURERS
TRANSPORTATION

HISTORY OF THE INDUSTRY

Table 4 HISTORICAL HIGHLIGHTS

CONVERGENCE OF INDUSTRIES
DUAL-USE PROMISE
CAPITAL INVESTMENT
EVOLUTIONARY DEVELOPMENT
DANCE OF THE TITANS
INDUSTRY CONTRACTION
EFFECT OF 9-11

PRODUCT TYPES-VEHICLE COMPONENTS

HARDWARE

Table 5 LIST OF TELEMATICS HARDWARE COMPONENTS BY TYPE

Tracking

GPS
Satellite

Geo Synchronous
Low Earth Orbit

Private Radio

Connections

External Devices

Wireless Network Antennae
Modems
Satellite Antennae

Internal Devices

CAN
MOST
IEEE 1394

Sensors

Accelerometers
Air Bag Sensors
Tire Sensors

User Interface

Heads-Up Displays
Flat-Panel Displays
Indicator Lights
Voice Control Systems

SOFTWARE

Table 6 TIERED VEHICLE SOFTWARE

Open System Gateway Interface

SERVICE FEES

APPLICATION TYPES

CONSUMER APPLICATIONS
FLEET APPLICATIONS

Commercial Trucking

Table 7 TELEMATICS ADVANTAGES FOR COMMERCIAL TRUCKING

Long-Haul Fleets
Regional Fleets
Local Fleets
Rental Fleets

Table 8 ADVANTAGES OF TELEMATICS FOR RENTAL FLEETS

Public Transportation Services

Table 9 TELEMATICS ADVANTAGES FOR PUBLIC TRANSPORTATION FLEETS

Railway

ADVANTAGES FOR VEHICLE MANUFACTURERS

Table 10 TELEMATICS ADVANTAGES FOR VEHICLE MAKERS

WARRANTY SERVICES
SERVICE INFORMATION
RECALL EFFICIENCY
VEHICLE DATA MINING
COST REDUCTION
TETHER TO CONSUMER

INDUSTRY DYNAMICS

CONVERGENCE OF THE TITANS

Identification of Revenue Streams
Contraction of Capital Markets
Original Equipment Manufacturers vs. Aftermarket

CHANGES IN TECHNOLOGY

The Effect of the Internet
Standards Creation

SECURITY NEEDS AND ISSUES

REGIONAL VEHICLE MARKETS

NORTH AMERICA
EUROPE
ASIA
OTHER

TRENDS FOR THE FUTURE

INCREASED VISIBILITY FOR CUSTOMERS
SAFETY AND SECURITY
NEW REGULATIONS

REGULATIONS AND STANDARDS

UNITED STATES

DISTRACTION AND PRIVACY CONCERNS
LIABILITY LAWS
PRESS COVERAGE
TRANSPORTATION LEGISLATION

Homeland Security

Privacy Issues
New Regulations

EUROPE

PRIVACY ISSUES
STANDARDS CREATION
LIABILITY LAWS

ASIA

PRIVACY
STANDARDS
UPGRADED INFRASTRUCTURES

TECHNOLOGY AND PATENTS

THE VEHICLE CABIN-ENVIRONMENTAL SPECIFICATIONS

SENSORS

Table 11 SENSOR TYPES

Accelerometers
Air Bags
Tire Pressure Sensors

THE DATABUS

OSGi

IN-VEHICLE DATA-TRANSMISSION OPTIONS

Table 12 IN-VEHICLE DATA-TRANSMISSION OPTIONS

MOST Fiber Optic
Radio
Control Area Network
IEEE 1394
Bluetooth

COMMUNICATION NETWORKS

COMPETING PROTOCOLS

Table 13 COMMUNICATION NETWORK PROTOCOL OPTIONS

Analog/Digital Wireless Phone
IEEE 802.11a, b, g
Cellular Digital Packet Data
1-RTTX
3G Digital Cellular
Radio
Cellular Control Channels
Mesh Networks
Satellite

PATENTS

Table 14 NUMBER OF TELEMATICS-RELATED PATENTS, 2001-2003

RECENT PATENTS

Table 15 RECENT TELEMATICS PATENTS

USA Technologies
Sapias
@Road
Databurst Technologies

INTELLECTUAL CAPITAL

MARKETS BY PRODUCT TYPE

WORLDWIDE VEHICLE CENSUS

Table 16 NUMBER OF VEHICLES ON THE ROAD BY TYPE, WORLDWIDE, THROUGH 2008 (MILLIONS)
Figure 1 NUMBER OF VEHICLES ON THE ROAD BY TYPE, WORLDWIDE, 2002-2008 (MILLIONS)

NEW VEHICLE SALES

Table 17 NUMBER OF ANNUAL NEW VEHICLES SOLD BY TYPE, WORLDWIDE, THROUGH 2008 ($ MILLIONS)

TELEMATICS REVENUE

TELEMATICS HARDWARE

Number of Telematics Systems

Table 18 WORLDWIDE ANNUAL NEWLY DEPLOYED TELEMATICS SYSTEMS BY VEHICLE TYPE, EXCLUDING RAIL, THROUGH 2008 (MILLIONS)

Hardware Prices

Table 19 TELEMATICS SYSTEM COMPONENT PRICES, THROUGH 2008 ($/UNIT)

Cradle
Microphone
Tire Sensor Systems
Air-Bag Sensor
Accelerometer
Heads-Up Display
Flat-Panel Display
Liquid Crystal Display
Databus
Global Positioning System

Hardware Revenues

Table 20 WORLDWIDE REVENUES FROM TELEMATICS IN-VEHICLE HARDWARE SALES, EXCLUDING RAIL, THROUGH 2008 ($ MILLIONS)
Figure 2 WORLDWIDE TELEMATICS HARDWARE REVENUES, 2003-2008 ($ MILLIONS)

Hardware Revenues (Continued)

SOFTWARE COMPONENTS-OPERATING SYSTEMS

Thin vs. Thick Client
Operating Systems Options

Table 21 OPERATING SYSTEM OPTIONS

Windows
Unix
Java
QNX Neutrino RTOS
Wind River RTOS

Software Revenues

Table 22 REVENUES FROM OPERATING SYSTEMS USED IN TELEMATICS, THROUGH 2008 ($ MILLIONS)

Microsoft Windows
Unix
Java
QNX
Wind River
Other

SERVICE FEE REVENUES

Consumer

Table 23 AVERAGE FEES PAID BY CONSUMERS FOR TELEMATICS SERVICES, THROUGH 2008 ($ PER SUBSCRIBER)
Table 24 NUMBER OF CONSUMER SUBSCRIBERS TO TELEMATICS SERVICES, THROUGH 2008 (MILLIONS)
Table 25 REVENUES FROM CONSUMER TELEMATICS SERVICE FEES, THROUGH 2008 ($ MILLIONS)
Figure 3 REVENUES FROM CONSUMER TELEMATICS SERVICE FEES, 2002-2008 ($ MILLIONS)

Fleet Management

Table 26 AVERAGE PRICE FOR FLEET MANAGEMENT SERVICE, PER VEHICLE ($)
Table 27 NUMBER OF FLEET-VEHICLE SUBSCRIBERS TO TELEMATICS SERVICES, THROUGH 2008 (MILLIONS)
Table 28 REVENUES FROM COMMERCIAL TELEMATICS SERVICE FEES, THROUGH 2008 ($ BILLIONS)

Railway

Table 29 PERCENT (%) RAIL CARS WITH TELEMATICS, THROUGH 2008
Table 30 HARDWARE UNITS DEPLOYED IN RAILCARS, THROUGH 2008 (THOUSANDS)
Table 31 REVENUES FOR RAIL TELEMATICS HARDWARE, THROUGH 2008 ($ MILLIONS)
Figure 4 REVENUES FOR RAIL TELEMATICS HARDWARE, 2002-2008 ($ MILLIONS)
Table 32 RAIL SERVICE REVENUES, THROUGH 2008 ($ MILLIONS)

MARKETS BY APPLICATION

VEHICLES WITH TELEMATICS

Table 33 VEHICLES WITH TELEMATICS, BY APPLICATION, WORLDWIDE, THROUGH 2008 (MILLIONS)

CONSUMER
RENTAL
COMMERCIAL
PUBLIC
RAIL

HARDWARE REVENUES BY APPLICATION

OEM REVENUES

Table 34 OEM TELEMATICS HARDWARE REVENUES, WORLDWIDE, THROUGH 2008 ($ MILLIONS)
Figure 5 OEM TELEMATICS HARDWARE REVENUES WORLDWIDE, 2002-2008 ($ MILLIONS)

Consumer
Commercial
Public
Rental
Rail

GROSS RETAIL REVENUES

Table 35 RETAIL (GROSS) HARDWARE REVENUES BY APPLICATION, THROUGH 2008 ($ MILLIONS)

Consumer

Emergency/Safety Alerts
Vehicle Service/Condition Alerts

NET REVENUES

Table 36 NET TELEMATICS REVENUES, THROUGH 2008 ($ MILLIONS)
Figure 6 NET TELEMATICS REVENUES, 2002-2008 ($ MILLIONS)

Fleets

Commercial Trucking

Table 37 RETURN ON INVESTMENT FOR COMMERCIAL TRUCKING

Commercial Trucking (continued)

Table 38 TELEMATICS COMPONENTS IN COMMERCIAL TRUCKING

Railway

Table 39 NORTH AMERICA RAILROADS

INDUSTRY DYNAMICS

INFLUENCES OF WORLD ECONOMY

CONSUMER COMMUNICATIONS SPENDING

Lack of Pricing Power

BUSINESS CAPITAL EXPENDITURES
SECURITY NEEDS AND ISSUES

Privacy Issues

TECHNOLOGY SHIFTS

NETWORK CONNECTION OPTIONS

Anywhere, Anytime?
Sometimes, as Needed

CONTENT

Locations-Based Services
Availability of Free Content
Use of Public Resources

EFFECTS OF THE INTERNET

Data Distribution
Security Protocols

WORLD REGIONAL MARKETS

TOTAL TELEMATICS REVENUES

Table 40 REGIONAL RETAIL HARDWARE AND SERVICE REVENUES IN CARS AND LIGHT TRUCKS, THROUGH 2008 ($ MILLIONS)
Figure 7 REGIONAL RETAIL HARDWARE AND SERVICE REVENUES IN CARS AND LIGHT TRUCKS, 2002-2008 ($ MILLIONS)

NORTH AMERICA
EUROPE
ASIA
REST OF WORLD

VEHICLE CENSUS BY REGION

Table 41 NUMBER OF VEHICLES ON THE ROAD BY REGION, THROUGH 2008 (MILLIONS)

NORTH AMERICA
EUROPE
ASIA
REST OF WORLD

CONSUMER TELEMATICS DEPLOYMENT

Table 42 NEW CARS AND LIGHT TRUCKS TELEMATICS DEPLOYMENTS, THROUGH 2008 (MILLIONS)

NORTH AMERICA
EUROPE
ASIA
REST OF WORLD

REVENUES FROM SERVICE FEES

Table 43 REVENUES FROM CAR AND LIGHT TRUCK TELEMATICS SERVICE FEES, THROUGH 2008 ($ MILLIONS)

NORTH AMERICA
EUROPE
ASIA
REST OF THE WORLD

COMMERCIAL TELEMATICS DEPLOYMENTS

Table 44 TOTAL DEPLOYMENT OF TELEMATICS IN REGIONAL FLEETS, THROUGH 2008 (HUNDRED THOUSAND)

NORTH AMERICA
EUROPE
ASIA

COMMERCIAL FLEET VEHICLE CENSUS

Table 45 TOTAL WORLDWIDE NEW AND EXISTING VEHICLES WITH TELEMATICS SYSTEMS, THROUGH 2008 (MILLIONS)

NORTH AMERICA
EUROPE
ASIA

COMMERCIAL SERVICE REVENUES

Table 46 REVENUES FROM COMMERCIAL TELEMATICS SERVICE FEES, THROUGH 2008 ($ MILLIONS)
Figure 8 COMMERCIAL TELEMATICS SERVICE REVENUES, 2003-2008 ($ MILLIONS)

NORTH AMERICA
EUROPE
ASIA
JAPAN
REST OF THE WORLD

FACTORS AFFECTING SALES

INFRASTRUCTURE
CONGESTION LEVELS
CONSUMER ACCEPTANCE/PRICING POWER
RELATIONSHIP TO GOVERNMENT
PARTNERSHIPS AND CONSOLIDATION
REGIONAL MARKET FACTORS

North America
Latin and South America

Columbia
Brazil

Europe and Eurasia

France
Germany
United Kingdom
Russia
Eastern Europe

Asia

Japan
China

COMPANY PROFILES

VEHICLE MANUFACTURERS

AUDI
BMW
DAIMLERCHRYSLER

Mercedes-Benz

FORD

Jaguar
Mazda
Volvo

Volvo Cars of North America, LLC

GENERAL MOTORS
HONDA
NISSAN
PSA PEUGEOT CITROËN (PEUGEOT)
RENAULT
SAAB
TOYOTA
VOLKSWAGEN

NETWORK PROVIDERS

AERIS.NET
CELLEMETRY
INMARSAT
MESH NETWORKS
ORBCOMM

FLEET MANAGEMENT

@ROAD
AETHER SYSTEMS
AIRIQ
CSI WIRELESS, INC.
MINORPLANET
NEXTEL
NUMEREX
QUALCOMM
SYMBOL TECHNOLOGIES
TELETRAC
TRIMBLE
US BANK VOYAGER FLEET SYSTEMS
VERICOM TECHNOLOGIES
WEBTECH WIRELESS
XATA CORP.

TELEMATICS SERVICE PROVIDERS

ACUNIA
AIRBIQUITY
ALPINE ELECTRONICS
ATX TECHNOLOGIES
COMPAQ
DELPHI AUTOMOTIVE SYSTEMS
IBIQUITY DIGITAL CORP.
MOBILEARIA
ONSTAR
ROADSIDE TELEMATICS
SATAMATICS, LTD.
SIRIUS SATELLITE RADIO
TEGARON TELEMATICS
TRAFFICCAST
TRAFFICMASTER
VODAFONE PASSO
WEBRASKA

COMPONENT MANUFACTURERS

ALK ASSOCIATES
ANDREW CORP.
BEVOCAL
CENTURION WIRELESS TECHNOLOGIES
CLARITY, LLC
FONIX
GLOBAL TELEMATICS, INC.
INFINEON
INTEL
INTUICOM, INC.
ITERIS
JOHNSON CONTROLS
KIVERA
KVH INDUSTRIES, INC.
MICROSOFT
MOTOROLA
NAVTEQ
NEC ELECTRONICS
OMRON
NEXTERNA
PHILIPS SEMICONDUCTOR
QNX SOFTWARE SYSTEMS
SAPIAS
SENSORIA CORP.
SIERRA WIRELESS
SiRF
SKYCROSS
SMARTIRE
SUMITOMO ELECTRIC INDUSTRIES
SUN MICROSYSTEMS
TELCONTAR
TELE ATLAS
TEXAS INSTRUMENTS
THALES NAVIGATION
TRIMBLE NAVIGATION, LTD.
TRW AUTOMOTIVE
TTP COMMUNICATIONS, PLC
USA TECHNOLOGIES, INC.
VISTEON
WAVECOM, SA
WIND RIVER
XANAVI
YAZAKI

LIST OF TABLES

Summary Table: TOTAL TELEMATICS HARDWARE AND SERVICE REVENUES, THROUGH 2008 ($ MILLIONS)
Table 1 DEFINITION BY INDUSTRY
Table 2 INDUSTRIES INVOLVED IN TELEMATICS
Table 3 POTENTIAL TELEMATICS RETURN ON INVESTMENT
Table 4 HISTORICAL HIGHLIGHTS
Table 5 LIST OF TELEMATICS HARDWARE COMPONENTS BY TYPE
Table 6 TIERED VEHICLE SOFTWARE
Table 7 TELEMATICS ADVANTAGES FOR COMMERCIAL TRUCKING
Table 8 ADVANTAGES OF TELEMATICS FOR RENTAL FLEETS
Table 9 TELEMATICS ADVANTAGES FOR PUBLIC TRANSPORTATION FLEETS
Table 10 TELEMATICS ADVANTAGES FOR VEHICLE MAKERS
Table 11 SENSOR TYPES
Table 12 IN-VEHICLE DATA-TRANSMISSION OPTIONS
Table 13 COMMUNICATION NETWORK PROTOCOL OPTIONS
Table 14 NUMBER OF TELEMATICS-RELATED PATENTS, 2001-2003
Table 15 RECENT TELEMATICS PATENTS
Table 16 NUMBER OF VEHICLES ON THE ROAD BY TYPE, WORLDWIDE, THROUGH 2008 (MILLIONS)
Table 17 NUMBER OF ANNUAL NEW VEHICLES SOLD BY TYPE, WORLDWIDE, THROUGH 2008 ($ MILLIONS)
Table 18 WORLDWIDE ANNUAL NEWLY DEPLOYED TELEMATICS SYSTEMS BY VEHICLE TYPE, EXCLUDING RAIL, THROUGH 2008 (MILLIONS)
Table 19 TELEMATICS SYSTEM COMPONENT PRICES, THROUGH 2008 ($/UNIT)
Table 20 WORLDWIDE REVENUES FROM TELEMATICS IN-VEHICLE HARDWARE SALES, EXCLUDING RAIL, THROUGH 2008 ($ MILLIONS)
Table 21 OPERATING SYSTEM OPTIONS
Table 22 REVENUES FROM OPERATING SYSTEMS USED IN TELEMATICS, THROUGH 2008 ($ MILLIONS)
Table 23 AVERAGE FEES PAID BY CONSUMERS FOR TELEMATICS SERVICES, THROUGH 2008 ($ PER SUBSCRIBER)
Table 24 NUMBER OF CONSUMER SUBSCRIBERS TO TELEMATICS SERVICES, THROUGH 2008 (MILLIONS)
Table 25 REVENUES FROM CONSUMER TELEMATICS SERVICE FEES, THROUGH 2008 ($ MILLIONS)
Table 26 AVERAGE PRICE FOR FLEET MANAGEMENT SERVICE, PER VEHICLE ($)
Table 27 NUMBER OF FLEET-VEHICLE SUBSCRIBERS TO TELEMATICS SERVICES, THROUGH 2008 (MILLIONS)
Table 28 REVENUES FROM COMMERCIAL TELEMATICS SERVICE FEES, THROUGH 2008 ($ BILLIONS)
Table 29 PERCENT (%) RAIL CARS WITH TELEMATICS, THROUGH 2008
Table 30 HARDWARE UNITS DEPLOYED IN RAILCARS, THROUGH 2008 (THOUSANDS)
Table 31 REVENUES FOR RAIL TELEMATICS HARDWARE, THROUGH 2008 ($ MILLIONS)
Table 32 RAIL SERVICE REVENUES, THROUGH 2008 ($ MILLIONS)
Table 33 VEHICLES WITH TELEMATICS, BY APPLICATION, WORLDWIDE, THROUGH 2008 (MILLIONS)
Table 34 OEM TELEMATICS HARDWARE REVENUES, WORLDWIDE, THROUGH 2008 ($ MILLIONS)
Table 35 RETAIL (GROSS) HARDWARE REVENUES BY APPLICATION, THROUGH 2008 ($ MILLIONS)
Table 36 NET TELEMATICS REVENUES, THROUGH 2008 ($ MILLIONS)
Table 37 RETURN ON INVESTMENT FOR COMMERCIAL TRUCKING
Table 38 TELEMATICS COMPONENTS IN COMMERCIAL TRUCKING
Table 39 NORTH AMERICA RAILROADS
Table 40 REGIONAL RETAIL HARDWARE AND SERVICE REVENUES IN CARS AND LIGHT TRUCKS, THROUGH 2008 ($ MILLIONS)
Table 41 NUMBER OF VEHICLES ON THE ROAD BY REGION, THROUGH 2008 (MILLIONS)
Table 42 NEW CARS AND LIGHT TRUCKS TELEMATICS DEPLOYMENTS, THROUGH 2008 (MILLIONS)
Table 43 REVENUES FROM CAR AND LIGHT TRUCK TELEMATICS SERVICE FEES, THROUGH 2008 ($ MILLIONS)
Table 44 TOTAL DEPLOYMENT OF TELEMATICS IN REGIONAL FLEETS, THROUGH 2008 (HUNDRED THOUSAND)
Table 45 TOTAL WORLDWIDE NEW AND EXISTING VEHICLES WITH TELEMATICS SYSTEMS, THROUGH 2008 (MILLIONS)
Table 46 REVENUES FROM COMMERCIAL TELEMATICS SERVICE FEES, THROUGH 2008 ($ MILLIONS)

LIST OF FIGURES

Summary Figure: TOTAL TELEMATICS HARDWARE AND SERVICE REVENUES, 2002-2008 ($ MILLIONS)
Figure 1 NUMBER OF VEHICLES ON THE ROAD BY TYPE, WORLDWIDE, 2002-2008 (MILLIONS)
Figure 2 WORLDWIDE TELEMATICS HARDWARE REVENUES, 2003-2008 ($ MILLIONS)
Figure 3 REVENUES FROM CONSUMER TELEMATICS SERVICE FEES, 2002-2008 ($ MILLIONS)
Figure 4 REVENUES FOR RAIL TELEMATICS HARDWARE, 2002-2008 ($ MILLIONS)
Figure 5 OEM TELEMATICS HARDWARE REVENUES WORLDWIDE, 2002-2008 ($ MILLIONS)
Figure 6 NET TELEMATICS REVENUES, 2002-2008 ($ MILLIONS)
Figure 7 REGIONAL RETAIL HARDWARE AND SERVICE REVENUES IN CARS AND LIGHT TRUCKS, 2002-2008 ($ MILLIONS)
Figure 8 COMMERCIAL TELEMATICS SERVICE REVENUES, 2003-2008 ($ MILLIONS)

Future Markets for Telematic Components

TABLE OF CONTENTS

LIST OF TABLES

LIST OF FIGURES