EMERGING WIRELESS CONSUMER DEVICES INDEX Index Table of Contents Table of Contents... i List of Figures... v Executive summary...1 1 Introduction to wireless consumer devices...3 1.1 Consumer devices and cellular connectivity...4 1.2 Consumer devices and the telecom industry...5 1.3 Cellular connectivity integration...6 1.3.1 Cellular chipsets and modules...7 1.3.2 Wireless connectivity...8 1.3.3 The cellular chipset and module market...8 1.4 Networks...10 1.4.1 GSM/HSPA networks...11 1.4.2 CDMA networks...13 1.4.3 LTE networks...14 1.4.4 Other wireless networks...15 1.4.5 Comparison of technologies...16 2 Key industry vendors...17 2.1 Key consumer electronics industry players...17 2.1.1 Samsung Electronics...17 2.1.2 Sony...19 2.1.3 Apple...21 2.1.4 LG Electronics...22 2.2 Key telecom industry players...23 2.2.1 Vodafone...23 2.2.2 Telefónica...24 2.2.3 Deutsche Telekom and T-Mobile...25 2.2.4 KPN...26 2.2.5 AT&T...26 STRATEGIC M2M RESEARCH SERIES i
INDEX EMERGING WIRELESS CONSUMER DEVICES 2.2.6 Verizon Wireless...28 2.2.7 LightSquared...29 2.2.8 China Mobile...30 2.2.9 NTT DoCoMo...31 2.2.10 Softbank...31 2.2.11 Ericsson...32 2.2.12 Qualcomm...33 2.2.13 Huawei...34 2.2.14 Sierra Wireless...35 2.2.15 AnyDATA...36 2.2.16 Jasper Wireless...36 3 Personal Computing...39 3.1 Mobile PCs...40 3.1.1 Notebooks and netbooks drive PC growth worldwide...40 3.1.2 Adoption rate of connected notebooks has grown slower than anticipated...42 3.2 Internet tablets and smartbooks...44 3.2.1 New generation of tablets use smartphone technology...45 3.2.2 The fledgling Internet tablet market attracts new vendors...47 3.2.3 Connectivity is a core feature of Internet tablets and smartbooks...48 3.3 Personal computing vendor profiles...49 3.3.1 Hewlett-Packard...50 3.3.2 Acer...51 3.3.3 Dell...52 3.3.4 Toshiba...53 3.3.5 Lenovo...54 3.3.6 Asus...55 4 Media and entertainment...57 4.1 E-readers...57 4.1.1 The e-book market...59 4.1.2 The e-reader market is experiencing a boom as prices drop...60 4.1.3 E-readers with cellular connectivity face competition from Wi-Fi only versions.62 4.1.4 Content sales central in business models for connected e-readers...62 ii STRATEGIC RESEARCH SERIES M2M RESEARCH SERIES
EMERGING WIRELESS CONSUMER DEVICES INDEX 4.2 Portable media players...64 4.2.1 The portable media player market faces decline...65 4.2.2 Connected PMPs still primarily rely on Wi-Fi...67 4.3 Gaming Consoles...68 4.3.1 The gaming console market declines pending next generation hardware...69 4.3.2 Rise in mobile gaming is stifling growth for handheld gaming consoles...70 4.3.3 Gaming consoles and cellular connectivity...72 4.4 Vendor profiles...74 4.4.1 Amazon.com...74 4.4.2 Barnes & Noble...75 4.4.3 Hanvon Technology...76 4.4.4 Nintendo...76 4.4.5 Microsoft...77 5 Imaging...79 5.1 Digital still cameras...79 5.1.1 Digital cameras face increasing competition from mobile phones...80 5.1.2 Digital cameras and cellular connectivity...81 5.2 Digital photo frames...83 5.2.1 Digital photo frames and cellular connectivity...84 5.3 Vendor Profiles...85 5.3.1 Canon...85 5.3.2 Nikon...86 5.3.3 Olympus...87 5.3.4 Panasonic...87 5.3.5 Eastman Kodak Company...88 5.3.6 Pandigital...89 5.3.7 Isabella Products...90 6 Automotive...91 6.1 Consumer telematics applications...91 6.2 Personal navigation devices...93 6.2.1 Connected personal navigation devices enable new services...95 6.2.2 Navigation on converged devices increasingly popular...96 STRATEGIC M2M RESEARCH SERIES iii
INDEX EMERGING WIRELESS CONSUMER DEVICES 6.3 Internet connected car solutions...98 6.3.1 The ng Connect Program: LTE Connected Car...99 6.3.2 Audi: 3G Internet connection now available on select vehicles...100 6.3.3 Autonet Mobile: Wi-Fi hotspot for the car...101 6.3.4 Ford SYNC: Surpasses 3 million users...101 6.3.5 Continental Autolinq: Connectivity platform based on Android...102 6.3.6 Hughes Telematics Cocero: White-label telematics for vehicle OEMs...102 6.4 Vendor profiles...103 6.4.1 TomTom...103 6.4.2 Garmin...105 6.4.3 NAVIGON...106 6.4.4 Coyote System...107 7 Market forecasts and trends...109 7.1 Market trends and drivers...110 7.1.1 Devices...110 7.1.2 Cellular networks, modules and chipsets...112 7.1.3 Business model innovation...113 7.2 Market forecasts Personal computing...114 7.2.1 Mobile PCs...114 7.2.2 Internet tablets and smartbooks...116 7.3 Market forecasts Media and entertainment...118 7.3.1 E-readers...118 7.3.2 Portable media players...121 7.3.3 Gaming consoles...122 7.4 Market forecasts Imaging...125 7.4.1 Digital cameras...125 7.4.2 Digital photo frames...127 7.5 Market forecasts Automotive...128 7.5.1 Personal navigation devices...129 7.5.2 Internet connected car solutions...130 Glossary...133 iv STRATEGIC RESEARCH SERIES M2M RESEARCH SERIES
EMERGING WIRELESS CONSUMER DEVICES INDEX Index List of Figures Figure 1.1: Total market value for consumer devices (World 2006 2010)...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 2004 2009)...41 Figure 3.2: Number of notebook PC models with integrated HSPA (2007 2010)...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 (2004 2010)...59 Figure 4.3: The book market value chain...59 Figure 4.4: E-reader shipments (World 2008 2010)...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 2005 2010)...65 Figure 4.8: Portable media players...66 Figure 4.9: Apple and Sony PMP shipments (World 2008 2010)...66 Figure 4.10: Non portable gaming consoles...68 STRATEGIC M2M RESEARCH SERIES v
INDEX EMERGING WIRELESS CONSUMER DEVICES Figure 4.11: Gaming console shipments (World 2007 2010)...69 Figure 4.12: Handheld gaming console shipments (World 2007 2010)...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 2008 2010)...75 Figure 5.1: Digital still camera shipments by region (World 2005 2010)...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 3...82 Figure 5.5: Digital camera shipments by segment (World 2005 2010)...82 Figure 5.6: Digital photo frame shipments (World 2008 2010)...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 2009 2015)...109 Figure 7.2: Notebook shipments and cellular connectivity (World 2009 2015)...115 Figure 7.3: Smartbook and tablet shipments (World 2010 2015)...116 Figure 7.4: E-reader shipments and cellular connectivity (World 2008 2015)...119 Figure 7.5: PMP shipments and cellular connectivity (World 2008 2015)...121 Figure 7.6: Handheld gaming console shipments (World 2007 2015)...123 Figure 7.7: Non portable gaming console shipments (World 2008 2015)...124 Figure 7.8: Digital camera shipments and cellular connectivity (World 2008 2015)...126 Figure 7.9: Digital photo frame shipments and cellular connectivity (World 2008 2015)...128 Figure 7.10: PND shipments and cellular connectivity (World 2008 2015)...129 Figure 7.11: Internet connected car solutions shipments (World 2009 2015)...131 vi STRATEGIC RESEARCH SERIES M2M RESEARCH SERIES