MOBILE NAVIGATION SERVICES

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1 Index Table of Contents Table of Contents... i List of Figures... vi Executive summary Mobile navigation solutions Portable navigation solutions Evolution of portable navigation systems The performance gap between PNDs and smartphones is closing Enabling technologies Satellite positioning technologies Navigation software platforms Handset operating systems and software platforms Handset segments and device categories Handset segments Handset form factors and categories GPS handset trends Handset-based mapping and navigation service trends Mobile local search and information services Mapping and routing services Turn-by-turn navigation services Navigation service distribution channels and business models Mobile network operators Handset vendors Search and mapping service providers On-device application stores provide a new channel to the market Active handset navigation users Map data and content providers Digital map data and content suppliers NAVTEQ...26 STRATEGIC LBS RESEARCH SERIES i

2 2.1.2 Tele Atlas AND OpenStreetMap AutoNavi Blom CloudMade Travel guide, POI data and weather information providers Fodor s Langenscheidt Mairdumont RoadPilot ViaMichelin Wcities Traffic information providers AirSage INRIX ITIS Holdings Mediamobile SmartRoute Systems TrafficCast Trafficmaster Navigation software developers On-board navigation software developers ALK Technologies: Expanding direct-to-consumer sales through app stores Geolife: Developer of the Navmii low cost navigation application Intrinsyc Software: Navigation and LBS partner for OEMs NAVIGON: Deploying free navigation apps with T-Mobile group NavNGo: White-label developer seeking growth in the in-dash market NDrive: Aims for growth through low cost navigation apps ROUTE 66: Develops white-label software for Samsung and HTC Sygic: Navigation with support for 3D hardware acceleration TomTom: Vertically integrated navigation solution vendor...48 ii STRATEGIC RESEARCH SERIES LBS RESEARCH SERIES

3 3.2 Server-based navigation solution developers amaze GPS: Ad-sponsored navigation from LocatioNet Systems Appello Systems: Continues expansion outside Europe decarta: Leading white-label geospatial software developer Fullpower Technologies: Leading iphone navigation app developer in the US NaviExpert: Leveraging the customer-base for GPS probe traffic data NAVITIME: Leading Japanese navigation provider Nokia Ovi Maps: Free mapping and navigation bundling with GPS handsets TeleCommunication Systems: True end-to-end LBS provider TeleNav: World leading handset navigation service provider Telmap: Leading navigation service provider in EMEA UbiEst: Expanding from fleet management into tracking and navigation Yapp Mobile: Focuses on the Australian and New Zeeland markets Mobile operator service offerings Navigation services from mobile operators in North America AT&T Wireless Bell Mobility Rogers Wireless Sprint Nextel TELUS Verizon Wireless Navigation services from mobile operators in Europe Orange Group Telefónica Group Telekom Austria Group TeliaSonera Group T-Mobile Vodafone Group Navigation services from mobile operators in Asia Pacific Country profile: Australia Country profile: Japan Country profile: South Korea...84 STRATEGIC LBS RESEARCH SERIES iii

4 4.3.4 Country profile: Taiwan SingTel Group Tata Indicom Vodafone New Zealand Navigation services in other countries Country profile: Israel Country profile: South Africa América Móvil NII Holdings Vivo Brazil Mobile TeleSystems Branded service offerings Directory publishers and search engines Ask.com: Ask Mobile GPS still available for select Sprint handsets DasÖrtliche: Looking for a new service provider for free navigation Eniro: Leading directory provider in the Nordics Google: Deploying free navigation for Android handsets Microsoft: Turn-by-turn directions now part of Bing maps for smartphones Mapping and travel portal providers Falk MapmyIndia Mappy MapQuest Rand McNally ZENRIN Off-road navigation and recreational applications Device vendor offerings Handset market developments Handset shipments and market shares GPS handset shipments Handset vendor OS strategies Handset vendor navigation service strategies iv STRATEGIC RESEARCH SERIES LBS RESEARCH SERIES

5 6.2.1 Nokia Samsung Electronics LG Electronics Sony Ericsson Motorola Research In Motion Garmin Market trends and forecasts Mobile navigation market trends Smartphones and GPS-enabled handsets becoming ubiquitous Consumer interest in navigation services continues to grow Evolution of navigation application functionality Evolution of sales channels New business models for navigation services Mobile navigation services in Europe Service provider market shares Subscriber and revenue forecasts Mobile navigation services in North America Service provider market shares Subscriber and revenue forecasts Mobile navigation services in ROW Leading service providers Subscriber and revenue forecasts Glossary STRATEGIC LBS RESEARCH SERIES v

6 Index List of Figures Figure 1.1: Evolution of portable navigation solutions...5 Figure 1.2: Advantages and disadvantages of handset-based navigation solutions...6 Figure 1.3: Mapping and navigation server platform...8 Figure 1.4: Examples of mobile handset form factors...11 Figure 1.5: Number of GSM/WCDMA GPS-handset models by category ( )...12 Figure 1.6: On-board navigation application screenshots...15 Figure 1.7: Advantages and disadvantages of on-board and off-board navigation...16 Figure 1.8: Off-board navigation application screenshots...17 Figure 1.9: Examples of mobile application stores (September 2010)...20 Figure 1.10: Android, BlackBerry and iphone navigation app developers...21 Figure 1.11: Active navigation users by distribution channel ( )...22 Figure 2.1: Examples of content providers...24 Figure 2.2: Major international digital map data suppliers...25 Figure 3.1: On-board navigation feature comparison (September 2010)...40 Figure 3.2: Off-board navigation feature comparison (September 2010)...41 Figure 3.3: Examples of on-board navigation application developers...42 Figure 3.4: Off-board navigation solution developers...50 Figure 4.1: Navigation offerings from North American operators (September 2010)...66 Figure 4.2: Navigation offerings from European operators (September 2010)...71 Figure 4.3: A1 Navi navigation service packages...75 Figure 4.4: Examples of navigation offerings from APAC operators (September 2010)...80 Figure 5.1: Examples of branded navigation service providers...93 Figure 5.2: Directory provider distribution channels and business models...95 Figure 6.1: Tier 1 mobile phone and smartphone vendor market shares Figure 6.2: Vendor market shares, GPS-enabled GSM/WCDMA handsets outside Japan Figure 6.3: Garmin nüvifone GPS handsets Figure 7.1: GPS-enabled handset shipments by region ( ) Figure 7.2: Active handset navigation users (Worldwide ) vi STRATEGIC RESEARCH SERIES LBS RESEARCH SERIES

7 Figure 7.3: New business models for mobile navigation services Figure 7.4: Active handset navigation users (EU ) Figure 7.5: Handset navigation service forecast (EU ) Figure 7.6: Handset navigation service revenue forecast (EU ) Figure 7.7: Handset navigation service market shares (North America ) Figure 7.8: Handset navigation service forecast (North America ) Figure 7.9: Handset navigation service revenue forecast (North America ) Figure 7.10: Handset navigation service forecast (ROW ) Figure 7.11: Turn-by-turn navigation service revenues (ROW ) STRATEGIC LBS RESEARCH SERIES vii

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