世界各国のリアルタイムなデータ・インテリジェンスで皆様をお手伝い

サマリー

セルラーM2Mモジュールの市場は、世界的な経済恐慌によって2008年第4四半期と2009年第1四半期に出荷数が大きく減少したところからは回復したものの、それでもなお大きな課題に直面している。その課題とは、陳腐化であり、価格圧力の高まり、アジア太平洋地域のコストの安いモジュラーベンダの新規参入や、従来のベンダの合併、バリューチェーンの細分化や複雑さ、M2Mアプリケーション採用の難航などである。その上、市場は3Gと4G技術へのセルラーネットワークの移行の真っ最中であり、法規制の成長への影響や、M2Mや幅広い「Internet of Things(モノのインターネット、RFIDであらゆるモノをつなぐ)」の標準の登場などもあげられる。この調査レポートは、2003-2010年のセルラーM2Mモジュールの市場動向とベンダの戦略的対応の分析や市場シェアと、2007-2016年のセルラーM2Mモジュールの出荷数と収益の成長予測を地域毎、アプリケーション毎、無線技術企画毎に記載している。

The cellular M2M module market, while recovered from the decline in shipments it suffered in 4Q 2008 and 1Q 2009 at the height of the global financial crisis, nevertheless still faces several daunting challenges. Among these are an increasing commoditization and pricing pressure; new cost-optimized module vendor entrants from APAC, along with the traditional vendor base consolidates; value chain fragmentation and complexity; and continuing difficulty in M2M application development. Likewise, the market is grappling with the transition of cellular networks to 3G and 4G technologies, the impact of regulations and legislation on growth, and the coming of broad horizontal standards for M2M and the broader "Internet of Things."

This report discusses these market trends, analyzes cellular M2M module vendor strategic responses, provides vendor market share data for the period from 2003 through 2010, and forecasts cellular M2M module shipment and revenue growth for the period from 2007 through 2016, segmented by region, application, and air interface standard.

What Questions Does This Report Answer?

• What were the cellular M2M module market size and module vendor market shares in 2010?
• What is the cellular M2M module market size, in shipments and revenue, segmented by region, application, and air interface standard?
• What is the cellular M2M module market forecast, by shipment and revenue, segmented by region, application, and air interface standard?
• What are the major strategic market forces impacting the cellular M2M market for module vendors?
• What are the strategic responses of cellular M2M module vendors to market forces and resulting market trends?

Who Needs This Report?

• Cellular M2M embedded module vendors
• Cellular M2M value chain participants: cellular IC suppliers, equipment makers, service providers, VARs, application developers, and system integrators
• Stock analysis firms covering the cellular communications market
• Venture capital firms involved in the cellular and cellular M2M markets
• Consultants advising clients in the cellular M2M market

目次

M2M Module Market Declines 16% from 2009 to 2010 Due to Price Erosion; Volume to Spur Market to $2.5 Billion by 2016

SCOTTSDALE, Ariz. - September 19, 2011
The cellular M2M embedded module market experienced a more difficult than expected year in 2010. Although total unit volumes continued to rise, reaching nearly 34 million units shipped in 2010, total industry revenue fell from roughly $996 million in 2009 to about $841 million in 2010, reversing the upward momentum in revenue seen in 2009 as the market rebounded from its 2008 lows.

“Although total unit volume continued to grow in 2010, average selling pricings (ASPs) fell at a faster rate, leading to an overall decline in revenue,” says Sam Lucero, practice director, M2M connectivity. “The sharp decline in ASPs is continuing in 2011 and is indicative of the fierce competition in the market, competition that has led to industry consolidation, such as Gemalto’s acquisition of Cinterion and Novatel Wireless’ acquisition of Enfora, both in 2010.”

While module makers are challenged by both competition and an overall trend toward commoditization, the resulting declines in ASPs are broadening the addressable market for cellular M2M connectivity. As module prices decline, it becomes more feasible to embed cellular modules into a growing array of applications ranging from smart utility meters, to automobiles, to remote healthcare related devices, e.g. cardiac monitors.

“Ultimately, lower prices, combined with other factors that facilitate M2M application development, will lead to overall unit shipment volumes growing faster than prices are declining, and we will see overall module industry revenue grow significantly by 2016,” says Lucero. “Consequently, falling ASPs are, in essence, benefiting module vendors as a whole, although individual vendors may not be able to survive the fiercely challenging market environment.”

ABI Research’s report, “Cellular Machine-to-Machine (M2M) Markets,” examines the market for cellular M2M embedded modules by assessing key market trends, the competitive landscape, market shares, and important standards and technologies and by providing an extensive five-year forecast of shipments and revenue for the period from 2010 to 2016 segmented by region, application, and cellular air interface standard.

The report is part of ABI Research’s M2M research service.