Index Table of Contents Table of Contents... i List of Figures... vi Executive summary... 1 1 The M2M and IoT ecosystem... 3 1.1 Introduction... 3 1.1.1 Evolution of M2M and IoT... 3 1.1.2 M2M/IoT interoperability standardisation... 4 1.1.3 Core elements of M2M/IoT solutions... 8 1.1.4 M2M/IoT platforms and software... 9 1.2 Devices... 11 1.2.1 Chipsets, modules and terminals... 11 1.2.2 Device design and machine integration... 14 1.2.3 Value chain... 15 1.3 Networks... 16 1.3.1 GSM and WCDMA/HSPA cellular networks... 17 1.3.2 CDMA networks... 18 1.3.3 LTE networks... 19 1.3.4 Non-cellular wireless networks and hybrid solutions... 20 1.4 Applications... 23 1.4.1 Car telematics... 23 1.4.2 Fleet management... 24 1.4.3 Smart grids and intelligent metering... 25 1.4.4 Fixed wireless communication... 26 1.4.5 Remote control and monitoring... 27 1.4.6 Consumer electronics... 27 1.5 Solution providers and system integrators... 27 1.5.1 Device manufacturers... 28 1.5.2 System integrators... 29 STRATEGIC M2M RESEARCH SERIES i
1.5.3 Vertical ASPs... 29 1.5.4 B2B/B2C service providers... 30 1.5.5 OEMs... 31 2 Software and IT services... 35 2.1 Embedded software environments... 36 2.1.1 Embedded operating systems... 36 2.1.2 High-level general-purpose programming languages... 38 2.1.3 Scripting languages... 39 2.1.4 ecos... 40 2.1.5 FreeRTOS and OpenRTOS... 40 2.1.6 Java... 41 2.1.7 Embedded Linux... 42 2.1.8 MQX... 43 2.1.9 OSGi... 43 2.1.10 QNX... 44 2.1.11 μc/os... 45 2.1.12 VxWorks... 45 2.1.13 Windows Embedded... 46 2.2 Enterprise IT systems and services... 47 2.2.1 Infrastructure-as-a-Service and Platform-as-a-Service solutions... 49 2.2.2 ERP, CRM, database management systems and analytics systems... 49 2.2.3 IBM... 50 2.2.4 Microsoft... 51 2.2.5 Oracle... 52 2.2.6 SAP... 53 2.2.7 CyberLightning... 54 2.2.8 ParStream... 55 3 Device management platforms... 57 3.1 Overview of device management platforms... 57 3.1.1 Market segmentation... 57 3.1.2 M2M module vendors extending offerings into software and services... 58 3.1.3 Leading chipset IP and semiconductor vendors enter IoT platform market... 59 ii STRATEGIC RESEARCH SERIES M2M RESEARCH SERIES
3.2 Company profiles and strategies... 60 3.2.1 Sierra Wireless... 60 3.2.2 Gemalto M2M... 62 3.2.3 Telit (ILS Technology)... 64 3.2.4 Huawei... 68 3.2.5 Novatel Wireless... 69 3.2.6 Digi International (Etherios)... 70 3.2.7 ARM... 72 3.2.8 Bug Labs... 73 3.2.9 Electric Imp... 74 3.2.10 Eurotech... 75 3.2.11 Intel... 76 3.2.12 Mformation... 77 3.2.13 Redbend... 78 4 Connectivity management platforms... 79 4.1 M2M connectivity platforms... 79 4.1.1 Mobile operators adopt multi-platform strategies... 81 4.1.2 M2M connectivity platforms become more advanced and differentiated... 81 4.1.3 Device management and application enablement platform integration... 82 4.2 SIM management solutions... 82 4.3 Connectivity platform vendors and proprietary MNO platforms... 83 4.3.1 Jasper... 83 4.3.2 Ericsson... 85 4.3.3 Amdocs... 86 4.3.4 Comarch... 87 4.3.5 ntels... 88 4.3.6 Telenity... 88 4.3.7 InterDigital... 89 4.3.8 China Mobile... 90 4.3.9 Deutsche Telekom... 91 4.3.10 NTT DoCoMo... 93 4.3.11 Orange... 94 STRATEGIC M2M RESEARCH SERIES iii
4.3.12 SK Telecom... 96 4.3.13 Telefónica... 97 4.3.14 Verizon Communications... 99 4.3.15 Vodafone... 101 4.4 SIM management solution vendors... 103 4.4.1 Giesecke & Devrient... 103 4.4.2 Oberthur Technologies... 105 4.4.3 Safran Morpho... 106 4.5 M2M managed service providers... 106 4.5.1 Aeris Communications... 107 4.5.2 KORE Telematics... 108 4.5.3 Numerex... 109 4.5.4 Stream Technologies... 110 4.5.5 Wireless Logic... 111 4.5.6 Wyless... 112 5 Application enablement platforms... 113 5.1 Overview of application enablement platforms... 113 5.1.1 Why use application enablement platforms?... 113 5.1.2 Key functionality and components of AEPs... 114 5.1.3 Acquisitions, partnerships and ecosystems... 115 5.2 Company profiles and strategies... 117 5.2.1 2lemetry... 119 5.2.2 Arrayent... 121 5.2.3 Ayla Networks... 122 5.2.4 BlackBerry... 123 5.2.5 Bosch Software Innovations... 124 5.2.6 Carriots... 125 5.2.7 Clayster... 126 5.2.8 Concirrus... 127 5.2.9 Cumulocity... 127 5.2.10 Device Insight... 129 5.2.11 EVRYTHNG... 129 iv STRATEGIC RESEARCH SERIES M2M RESEARCH SERIES
5.2.12 Exosite... 130 5.2.13 General Electric... 131 5.2.14 Kombridge... 132 5.2.15 MachineShop... 132 5.2.16 M2Mi... 133 5.2.17 PLAT.ONE... 135 5.2.18 ProSyst... 136 5.2.19 PTC... 137 5.2.20 SeeControl... 140 5.2.21 Solair... 141 5.2.22 Wot.io... 142 5.2.23 Xively... 142 6 Market analysis and forecasts... 145 6.1 Industry analysis... 145 6.1.1 Horizontal versus vertical specialisation strategies... 146 6.1.2 The connectivity platform market is maturing... 149 6.1.3 Can application enablement platforms live up to the high expectations?... 149 6.1.4 Mergers & acquisitions in the M2M and IoT industry... 151 6.2 Market forecasts... 153 6.2.1 Connected things by vertical market... 153 6.2.2 Connected things by network technology standard... 156 6.3 Revenue forecasts... 157 6.3.1 M2M connectivity platform revenues... 157 6.3.2 Device management and application enablement platform revenues... 158 Glossary... 159 STRATEGIC M2M RESEARCH SERIES v
Index List of Figures Figure 1.1: Core elements of M2M/IoT solutions... 8 Figure 1.2: Cost versus time diagram for wireless technology integration... 12 Figure 1.3: Examples of wireless M2M modules and terminals... 13 Figure 1.4: System architecture for an end-to-end M2M solution... 14 Figure 1.5: M2M device value chain overview... 15 Figure 1.6: Mobile subscriptions by network standard (World Q4-2014)... 20 Figure 2.1: Examples of embedded operating systems for M2M/IoT devices... 37 Figure 2.2: Enterprise IT systems and cloud service providers... 48 Figure 3.1: Top wireless module vendors, by M2M sales and shipments (World 2014)... 58 Figure 4.1: M2M connectivity platform selection by mobile operator (Q1-2015)... 80 Figure 5.1: Application platform and network operator partnerships (Q1-2015)... 116 Figure 5.2: The 2lemetry ThingFabric platform... 120 Figure 5.3: The M2Mi platform... 134 Figure 5.4: The ThingWorx Application Enablement Platform... 139 Figure 6.1: Acquisitions in the M2M/IoT industry (2008 2015)... 152 Figure 6.2: Connected device market forecast, by vertical (World 2014 2020)... 154 Figure 6.3: Number of connected devices by technology (World 2014 2020)... 156 Figure 6.4: M2M connectivity platform revenues (World 2013 2020)... 157 Figure 6.5: Device management and AEP platform revenues (World 2013 2020)... 158 vi STRATEGIC RESEARCH SERIES M2M RESEARCH SERIES