EMERGING WIRELESS CONSUMER DEVICES

Transcription

1 EMERGING WIRELESS CONSUMER DEVICES INDEX Index Table of Contents Table of Contents... i List of Figures... v Executive summary Introduction to wireless consumer devices Consumer devices and cellular connectivity Consumer devices and the telecom industry Cellular connectivity integration Cellular chipsets and modules Wireless connectivity The cellular chipset and module market Networks GSM/HSPA networks CDMA networks LTE networks Other wireless networks Comparison of technologies Key industry vendors Key consumer electronics industry players Samsung Electronics Sony Apple LG Electronics Key telecom industry players Vodafone Telefónica Deutsche Telekom and T-Mobile KPN AT&T...26 STRATEGIC M2M RESEARCH SERIES i

2 INDEX EMERGING WIRELESS CONSUMER DEVICES Verizon Wireless LightSquared China Mobile NTT DoCoMo Softbank Ericsson Qualcomm Huawei Sierra Wireless AnyDATA Jasper Wireless Personal Computing Mobile PCs Notebooks and netbooks drive PC growth worldwide Adoption rate of connected notebooks has grown slower than anticipated Internet tablets and smartbooks New generation of tablets use smartphone technology The fledgling Internet tablet market attracts new vendors Connectivity is a core feature of Internet tablets and smartbooks Personal computing vendor profiles Hewlett-Packard Acer Dell Toshiba Lenovo Asus Media and entertainment E-readers The e-book market The e-reader market is experiencing a boom as prices drop E-readers with cellular connectivity face competition from Wi-Fi only versions Content sales central in business models for connected e-readers...62 ii STRATEGIC RESEARCH SERIES M2M RESEARCH SERIES

3 EMERGING WIRELESS CONSUMER DEVICES INDEX 4.2 Portable media players The portable media player market faces decline Connected PMPs still primarily rely on Wi-Fi Gaming Consoles The gaming console market declines pending next generation hardware Rise in mobile gaming is stifling growth for handheld gaming consoles Gaming consoles and cellular connectivity Vendor profiles Amazon.com Barnes & Noble Hanvon Technology Nintendo Microsoft Imaging Digital still cameras Digital cameras face increasing competition from mobile phones Digital cameras and cellular connectivity Digital photo frames Digital photo frames and cellular connectivity Vendor Profiles Canon Nikon Olympus Panasonic Eastman Kodak Company Pandigital Isabella Products Automotive Consumer telematics applications Personal navigation devices Connected personal navigation devices enable new services Navigation on converged devices increasingly popular...96 STRATEGIC M2M RESEARCH SERIES iii

4 INDEX EMERGING WIRELESS CONSUMER DEVICES 6.3 Internet connected car solutions The ng Connect Program: LTE Connected Car Audi: 3G Internet connection now available on select vehicles Autonet Mobile: Wi-Fi hotspot for the car Ford SYNC: Surpasses 3 million users Continental Autolinq: Connectivity platform based on Android Hughes Telematics Cocero: White-label telematics for vehicle OEMs Vendor profiles TomTom Garmin NAVIGON Coyote System Market forecasts and trends Market trends and drivers Devices Cellular networks, modules and chipsets Business model innovation Market forecasts Personal computing Mobile PCs Internet tablets and smartbooks Market forecasts Media and entertainment E-readers Portable media players Gaming consoles Market forecasts Imaging Digital cameras Digital photo frames Market forecasts Automotive Personal navigation devices Internet connected car solutions Glossary iv STRATEGIC RESEARCH SERIES M2M RESEARCH SERIES

5 EMERGING WIRELESS CONSUMER DEVICES INDEX Index List of Figures Figure 1.1: Total market value for consumer devices (World )...3 Figure 1.2: Leading consumer device companies by revenue...4 Figure 1.3: Cost versus time diagram for wireless technology integration...7 Figure 1.4: Cellular module vendors, by estimated revenues (World 2010)...9 Figure 1.5: Leading cellular IC developers by revenues (2009)...10 Figure 1.6: Top global GSM/HSPA operators by subscriber base (H1-2010)...12 Figure 1.7: Top global CDMA operators by subscriber base (H1-2010)...13 Figure 1.8: Examples of mobile operators committed to LTE by region...15 Figure 1.9: Theoretical peak data rates by technology...16 Figure 2.1: Connected consumer devices on AT&T networks (Q3-2010)...27 Figure 3.1: Notebook PC shipments (Western Europe )...41 Figure 3.2: Number of notebook PC models with integrated HSPA ( )...42 Figure 3.3: The HP Compaq Airlife 100 and Toshiba AC100 smartbooks...45 Figure 3.4: The Samsung Galaxy Tab and Apple ipad Internet tablets...46 Figure 3.5: Tablet shipments (World 2010)...47 Figure 3.6: Connected tablets and smartbooks (World 2010)...48 Figure 3.7: Examples of connected tablets and smartbooks (2010)...49 Figure 3.8: Notebook PC vendor market shares (World 2010)...50 Figure 4.1: 3G connected e-readers...58 Figure 4.2: Reported book sales in the US ( )...59 Figure 4.3: The book market value chain...59 Figure 4.4: E-reader shipments (World )...60 Figure 4.5: E-reader market shares (World 2010)...61 Figure 4.6: E-readers with cellular connectivity...63 Figure 4.7: PMP shipments (World )...65 Figure 4.8: Portable media players...66 Figure 4.9: Apple and Sony PMP shipments (World )...66 Figure 4.10: Non portable gaming consoles...68 STRATEGIC M2M RESEARCH SERIES v

6 INDEX EMERGING WIRELESS CONSUMER DEVICES Figure 4.11: Gaming console shipments (World )...69 Figure 4.12: Handheld gaming console shipments (World )...69 Figure 4.13: Nintendo DSi XL and Sony PSP Go...70 Figure 4.14: The Apple ipod Touch...71 Figure 4.15: Amazon Kindle shipments (World )...75 Figure 5.1: Digital still camera shipments by region (World )...79 Figure 5.2: Digital still camera vendor market shares (World 2009)...80 Figure 5.3: Digital video camera shipments by region (2009)...81 Figure 5.4: Canon Ixus 1000HS and Sony Nex Figure 5.5: Digital camera shipments by segment (World )...82 Figure 5.6: Digital photo frame shipments (World )...83 Figure 5.7: 3G connected digital photo frames...84 Figure 6.1: Main car navigation system categories...92 Figure 6.2: Connected application characteristics...93 Figure 6.3: Evolution of portable navigation solutions...94 Figure 6.4: Internet tablets with GPS and cellular connectivity (November 2010)...97 Figure 6.5: Cellular connection for Internet connected car solutions...99 Figure 7.1: Connected emerging consumer devices (World ) Figure 7.2: Notebook shipments and cellular connectivity (World ) Figure 7.3: Smartbook and tablet shipments (World ) Figure 7.4: E-reader shipments and cellular connectivity (World ) Figure 7.5: PMP shipments and cellular connectivity (World ) Figure 7.6: Handheld gaming console shipments (World ) Figure 7.7: Non portable gaming console shipments (World ) Figure 7.8: Digital camera shipments and cellular connectivity (World ) Figure 7.9: Digital photo frame shipments and cellular connectivity (World ) Figure 7.10: PND shipments and cellular connectivity (World ) Figure 7.11: Internet connected car solutions shipments (World ) vi STRATEGIC RESEARCH SERIES M2M RESEARCH SERIES