the big - marketresearch · 2.5.4 growing demand for telematics services.....42 2.5.5 moving...

The Big

The Connected Car Ecosystem: 2015 – 2030 Opportunities, Challenges, Strategies & Forecasts

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Table of Contents

1 Chapter 1: Introduction ................................................................................... 18

1.1 Executive Summary ....................................................................................................................................... 18

1.2 Topics Covered .............................................................................................................................................. 19

1.3 Historical Revenue & Forecast Segmentation ............................................................................................... 20

1.4 Key Questions Answered ............................................................................................................................... 22

1.5 Key Findings ................................................................................................................................................... 23

1.6 Methodology ................................................................................................................................................. 24

1.7 Target Audience ............................................................................................................................................ 25

1.8 Companies & Organizations Mentioned ....................................................................................................... 26

2 Chapter 2: An Overview of Connected Cars ...................................................... 31

2.1 What are Connected Cars? ............................................................................................................................ 31

2.2 Connectivity Approaches............................................................................................................................... 32

2.2.1 Embedded ......................................................................................................................................... 32

2.2.2 Tethered ............................................................................................................................................ 32

2.2.3 Integrated .......................................................................................................................................... 32

2.3 Comparison of OEM Connected Car Programs ............................................................................................. 33

2.4 Key Enabling Technologies ............................................................................................................................ 34

2.4.1 M2M Connectivity & Mobile Networks ............................................................................................. 34

2.4.2 Smart Device Integration & Tethering ............................................................................................... 34

2.4.3 Ethernet & Short Range Wireless ...................................................................................................... 35

2.4.4 V2X (Vehicle-to-Everything) Communications .................................................................................. 35

2.4.5 Navigation Systems ........................................................................................................................... 36

2.4.6 Infotainment Systems ....................................................................................................................... 36

2.4.7 HMI (Human Machine Interface) Technologies ................................................................................ 36

2.4.7.1 Display, Touchscreens & Tactile Feedback .................................................................................................... 36

2.4.7.2 Voice Recognition ......................................................................................................................................... 37

2.4.7.3 Gesture Control ............................................................................................................................................. 37

2.4.7.4 Proximity Sensors .......................................................................................................................................... 37

2.4.7.5 Eye Tracking .................................................................................................................................................. 38


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2.4.8 ADAS: Sensors & Other Technologies................................................................................................ 38

2.4.9 Operating Systems & Software Platforms ......................................................................................... 39

2.4.10 Cloud Computing ............................................................................................................................... 39

2.4.11 Big Data & Analytics .......................................................................................................................... 40

2.4.12 Other Technologies ........................................................................................................................... 41

2.5 Market Growth Drivers ................................................................................................................................. 41

2.5.1 Proliferation of Mobile Broadband ................................................................................................... 41

2.5.2 Connected Infotainment: A Key Purchase Factor .............................................................................. 41

2.5.3 Integration: Benefiting from the Smartphone Ecosystem ................................................................ 41

2.5.4 Growing Demand for Telematics Services ......................................................................................... 42

2.5.5 Moving Towards Intelligent Transportation & Autonomous Driving ................................................ 42

2.5.6 Enhancing Safety & Security .............................................................................................................. 42

2.5.7 Customer Retention & Additional Revenue Streams ........................................................................ 43

2.5.8 Growing Adoption of Electric Vehicles .............................................................................................. 43

2.5.9 Regulatory Initiatives & Mandates .................................................................................................... 43

2.6 Market Barriers ............................................................................................................................................. 44

2.6.1 Standardization Complexities ............................................................................................................ 44

2.6.2 Addressing Driver Distraction Concerns ............................................................................................ 44

2.6.3 Privacy & Security Issues ................................................................................................................... 44

2.6.4 Consumer Acceptance & Monetizing Services .................................................................................. 45

2.6.5 Product Lifecycle ............................................................................................................................... 45

2.6.6 Connectivity in Rural Areas ............................................................................................................... 45

2.6.7 Roaming ............................................................................................................................................. 45

3 Chapter 3: Key Application Areas ..................................................................... 46

3.1 Communications & Infotainment ............................................................................................................... 46

3.1.1 Hands-Free Calling & Messaging ....................................................................................................... 46

3.1.2 In-Vehicle WiFi Hotspots ................................................................................................................... 46

3.1.3 News & Weather Updates ................................................................................................................. 46

3.1.4 Web Browsing & Social Networking .................................................................................................. 47

3.1.5 Multimedia Streaming & Downloads ................................................................................................ 47

3.1.6 Live Agent Services ............................................................................................................................ 47

3.2 Navigation & Location Services .................................................................................................................. 48


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3.2.1 Navigation, Traffic Information & Alternative Routing ..................................................................... 48

3.2.2 POI (Point of Interest) Search ............................................................................................................ 48

3.2.3 Location Based Marketing ................................................................................................................. 48

3.2.4 Geo-Fencing Applications .................................................................................................................. 49

3.2.5 Fleet Management ............................................................................................................................ 49

3.2.6 ETC (Electronic Toll Collection) .......................................................................................................... 49

3.3 Vehicle Management ................................................................................................................................. 50

3.3.1 Remote Diagnostics, Performance Monitoring & Maintenance ....................................................... 50

3.3.2 OTA (Over-the-Air) System Updates ................................................................................................. 50

3.3.3 UBI (Usage Based Insurance) ............................................................................................................. 50

3.4 Safety & Security ........................................................................................................................................ 51

3.4.1 Crash Alerting Systems ...................................................................................................................... 51

3.4.2 Roadside & Accident Assistance ........................................................................................................ 51

3.4.3 Keyless Authentication ...................................................................................................................... 52

3.4.4 Driver Monitoring & Fatigue Detection ............................................................................................. 52

3.4.5 Early Warning Systems ...................................................................................................................... 52

3.5 Driver Assistance & Autonomous Driving .................................................................................................. 53

3.5.1 Connected ADAS Features ................................................................................................................. 53

3.5.2 Intelligent Transportation ................................................................................................................. 53

3.5.3 Parking Assistance ............................................................................................................................. 53

3.5.4 Self-Driving Cars ................................................................................................................................ 54

3.6 Other Applications ..................................................................................................................................... 54

4 Chapter 4: Collaboration, Standardization & Regulatory Landscape ................. 55

4.1 Consortiums & Collaborative Projects ....................................................................................................... 55

4.1.1 CCC (Car Connectivity Consortium) ................................................................................................... 55

4.1.2 OAA (Open Automotive Alliance) ...................................................................................................... 55

4.1.3 C2C-CC (CAR 2 CAR Communication Consortium) ............................................................................. 56

4.1.4 GENIVI Alliance .................................................................................................................................. 56

4.1.5 AGL (Automotive Grade Linux) .......................................................................................................... 57

4.1.6 OPEN Alliance SIG (Special Industry Group) ...................................................................................... 57

4.1.7 MOSTCO (MOST Cooperation) .......................................................................................................... 58

4.1.8 AVnu Alliance .................................................................................................................................... 58


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4.1.9 Regional Projects ............................................................................................................................... 59

4.1.10 Others ................................................................................................................................................ 60

4.2 Standardization Initiatives ......................................................................................................................... 61

4.2.1 3GPP (3rd Generation Partnership Project) ...................................................................................... 61

4.2.2 IEEE (Institute of Electrical and Electronics Engineers) ..................................................................... 61

4.2.3 OneM2M ........................................................................................................................................... 62

4.2.4 ISO (International Organization for Standardization) ........................................................................ 63

4.2.5 ETSI (European Telecommunications Standards Institute) ............................................................... 63

4.2.6 CEN (European Committee for Standardization) .............................................................................. 64

4.2.7 W3C (World Wide Web Consortium) ................................................................................................ 64

4.3 Government Mandates & Initiatives .......................................................................................................... 65

4.3.1 U.S. DOT’s V2V Connectivity Initiative .............................................................................................. 65

4.3.2 European Union’s eCall ..................................................................................................................... 65

4.3.3 Russia’s ERA-GLONASS ...................................................................................................................... 66

4.3.4 Brazil’s SINIAV & SIMRAV 245 ........................................................................................................... 66

5 Chapter 5: Connected Car Industry Roadmap & Value Chain ............................ 68

5.1 Industry Roadmap ...................................................................................................................................... 68

5.1.1 2015 – 2020: The Emergence of Connected Car Programs ............................................................... 68

5.1.2 2020 – 2025: Large Scale Proliferation of Advanced Telematics & Infotainment ............................. 69

5.1.3 2025 – 2030: The Era of Self-Driving Cars & Cooperative V2X Applications ..................................... 69

5.2 Value Chain ................................................................................................................................................ 70

5.2.1 Enabling Technology .......................................................................................................................... 70

5.2.1.1 Hardware Providers ...................................................................................................................................... 71

5.2.1.2 Software Providers ........................................................................................................................................ 71

5.2.2 Production ......................................................................................................................................... 71

5.2.2.1 Automotive OEMs ......................................................................................................................................... 71

5.2.2.2 Aftermarket Suppliers ................................................................................................................................... 72

5.2.3 Distribution ........................................................................................................................................ 72

5.2.3.1 Dealers .......................................................................................................................................................... 72

5.2.3.2 Other Intermediaries .................................................................................................................................... 72

5.2.4 Services & Solutions .......................................................................................................................... 73

5.2.4.1 Connected Car Platform Specialists .............................................................................................................. 73


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5.2.4.2 Telematics Providers ..................................................................................................................................... 73

5.2.4.3 Connectivity Providers .................................................................................................................................. 73

5.2.4.4 Content Providers ......................................................................................................................................... 74

5.2.4.5 Cloud Platform Providers .............................................................................................................................. 74

5.2.4.6 Big Data & Analytics Specialists..................................................................................................................... 74

5.2.4.7 Insurance Companies .................................................................................................................................... 74

5.2.4.8 Supplementary Service Providers ................................................................................................................. 75

5.2.5 End Users ........................................................................................................................................... 75

5.2.5.1 Vehicle Owners ............................................................................................................................................. 75

6 Chapter 6: Key Market Players ......................................................................... 76

6.1 21ViaNet Group ......................................................................................................................................... 76

6.2 Abalta Technologies ................................................................................................................................... 77

6.3 Accenture ................................................................................................................................................... 78

6.4 Acura .......................................................................................................................................................... 79

6.5 Aeris Communications ............................................................................................................................... 80

6.6 Airbiquity .................................................................................................................................................... 81

6.7 Alcatel-Lucent ............................................................................................................................................ 82

6.8 Alibaba Group ............................................................................................................................................ 83

6.9 Allstate Insurance Company ...................................................................................................................... 84

6.10 Alpine Electronics ....................................................................................................................................... 85

6.11 Altera Corporation ..................................................................................................................................... 86

6.12 Amdocs ....................................................................................................................................................... 87

6.13 América Móvil ............................................................................................................................................ 88

6.14 Analog Devices ........................................................................................................................................... 89

6.15 Apple .......................................................................................................................................................... 90

6.16 Arada Systems ............................................................................................................................................ 91

6.17 Arynga ........................................................................................................................................................ 92

6.18 AT&T ........................................................................................................................................................... 93

6.19 Atmel Corporation ..................................................................................................................................... 94

6.20 Atos ............................................................................................................................................................ 95

6.21 Audi ............................................................................................................................................................ 96

6.22 Automatic Labs ........................................................................................................................................... 97


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6.23 Autonet Mobile .......................................................................................................................................... 98

6.24 Autotalks .................................................................................................................................................... 99

6.25 Avago Technologies ................................................................................................................................. 100

6.26 Azuga ........................................................................................................................................................ 101

6.27 B&B Electronics ........................................................................................................................................ 102

6.28 Baidu ........................................................................................................................................................ 103

6.29 BlackBerry ................................................................................................................................................ 104

6.30 BMW ........................................................................................................................................................ 105

6.31 Bosch ........................................................................................................................................................ 106

6.32 Bouygues Telecom ................................................................................................................................... 107

6.33 Bright Box ................................................................................................................................................. 108

6.34 BYD Auto .................................................................................................................................................. 109

6.35 Cadillac ..................................................................................................................................................... 110

6.36 CenNavi Technologies .............................................................................................................................. 111

6.37 Changan Automobile Company ............................................................................................................... 112

6.38 Chery ........................................................................................................................................................ 113

6.39 China Mobile ............................................................................................................................................ 114

6.40 China Telecom .......................................................................................................................................... 115

6.41 China TSP .................................................................................................................................................. 116

6.42 China Unicom ........................................................................................................................................... 117

6.43 Cisco Systems ........................................................................................................................................... 118

6.44 Clarion ...................................................................................................................................................... 119

6.45 CloudCar ................................................................................................................................................... 120

6.46 CloudMade ............................................................................................................................................... 121

6.47 Cohda Wireless......................................................................................................................................... 122

6.48 Connect One............................................................................................................................................. 123

6.49 Continental ............................................................................................................................................... 124

6.50 Covisint ..................................................................................................................................................... 125

6.51 Cox Automotive ........................................................................................................................................ 126

6.52 Coyote Systems ........................................................................................................................................ 127

6.53 CPIC (China Pacific Insurance Group) ....................................................................................................... 128

6.54 CSR ........................................................................................................................................................... 129


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6.55 Cubic Telecom .......................................................................................................................................... 130

6.56 Delphi ....................................................................................................................................................... 131

6.57 Denso Corporation ................................................................................................................................... 132

6.58 Digi International ..................................................................................................................................... 133

6.59 Digia ......................................................................................................................................................... 134

6.60 Dongfeng Motor Corporation .................................................................................................................. 135

6.61 DT (Deutsche Telekom) ............................................................................................................................ 136

6.62 EDGE3 Technologies ................................................................................................................................. 137

6.63 Ericsson .................................................................................................................................................... 138

6.64 FAW Group Corporation .......................................................................................................................... 139

6.65 FCA (Fiat Chrysler Automobiles) .............................................................................................................. 140

6.66 FEV Group ................................................................................................................................................ 141

6.67 Flextronics International .......................................................................................................................... 142

6.68 Ford Motor Company ............................................................................................................................... 143

6.69 Franklin Wireless ...................................................................................................................................... 144

6.70 Freescale Semiconductor ......................................................................................................................... 145

6.71 Frontier Silicon ......................................................................................................................................... 146

6.72 Fujitsu Semiconductor ............................................................................................................................. 147

6.73 Fujitsu Ten ................................................................................................................................................ 148

6.74 GAIG (Guangzhou Automobile Industry Group) ...................................................................................... 149

6.75 Garmin...................................................................................................................................................... 150

6.76 Geely (Zhejiang Geely Holding Group) ..................................................................................................... 151

6.77 Gemalto .................................................................................................................................................... 152

6.78 GM (General Motors Company) ............................................................................................................... 153

6.79 Google ...................................................................................................................................................... 154

6.80 H&D Wireless ........................................................................................................................................... 155

6.81 Harman International Industries .............................................................................................................. 156

6.82 Hawtai Motor Group ................................................................................................................................ 157

6.83 HERE ......................................................................................................................................................... 158

6.84 Hitachi ...................................................................................................................................................... 159

6.85 Honda Motor Company............................................................................................................................ 160

6.86 HTC Corporation ....................................................................................................................................... 161


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6.87 Huawei ..................................................................................................................................................... 162

6.88 Hyundai Motor Company ......................................................................................................................... 163

6.89 iBiquity Digital Corporation ...................................................................................................................... 164

6.90 IBM ........................................................................................................................................................... 165

6.91 iHeartMedia ............................................................................................................................................. 166

6.92 Infineon Technologies .............................................................................................................................. 167

6.93 Infiniti ....................................................................................................................................................... 168

6.94 Ingenie ...................................................................................................................................................... 169

6.95 INRIX ......................................................................................................................................................... 170

6.96 INSYS Microelectronics ............................................................................................................................ 171

6.97 Intel Corporation ...................................................................................................................................... 172

6.98 Inthinc Technology Solutions ................................................................................................................... 173

6.99 Inventek Systems ..................................................................................................................................... 174

6.100 ip-label ................................................................................................................................................. 175

6.101 iWOW Connections .............................................................................................................................. 176

6.102 Ixonos ................................................................................................................................................... 177

6.103 Jaguar Land Rover Automotive ............................................................................................................ 178

6.104 Jasper Technologies ............................................................................................................................. 179

6.105 Johnson Controls ................................................................................................................................. 180

6.106 Kapsch TrafficCom ............................................................................................................................... 181

6.107 KDDI Corporation ................................................................................................................................. 182

6.108 Kia Motors Corporation ....................................................................................................................... 183

6.109 KORE Wireless Group ........................................................................................................................... 184

6.110 KPN ...................................................................................................................................................... 185

6.111 KT Corporation ..................................................................................................................................... 186

6.112 Laird ..................................................................................................................................................... 187

6.113 Lantronix .............................................................................................................................................. 188

6.114 Lesswire ............................................................................................................................................... 189

6.115 Lexus .................................................................................................................................................... 190

6.116 LG Electronics....................................................................................................................................... 191

6.117 LG Uplus ............................................................................................................................................... 192

6.118 Lincoln Motor Company ...................................................................................................................... 193


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6.119 LS Research .......................................................................................................................................... 194

6.120 Magneti Marelli ................................................................................................................................... 195

6.121 Mahindra and Mahindra ...................................................................................................................... 196

6.122 Mazda Motor Corporation ................................................................................................................... 197

6.123 Mercedes Benz .................................................................................................................................... 198

6.124 MIC (MiTAC International Corporation) .............................................................................................. 199

6.125 Michelin ............................................................................................................................................... 200

6.126 Microchip Technology.......................................................................................................................... 201

6.127 Microsoft Corporation ......................................................................................................................... 202

6.128 Microtronics ......................................................................................................................................... 203

6.129 Minacs .................................................................................................................................................. 204

6.130 Mitsubishi Electric Corporation ........................................................................................................... 205

6.131 Mitsubishi Motors Corporation ........................................................................................................... 206

6.132 Modacom ............................................................................................................................................. 207

6.133 Mojio .................................................................................................................................................... 208

6.134 Multi-Tech Systems.............................................................................................................................. 209

6.135 Murata Manufacturing ........................................................................................................................ 210

6.136 Navman Wireless & Teletrac ............................................................................................................... 211

6.137 NEC Corporation .................................................................................................................................. 212

6.138 Neoway ................................................................................................................................................ 213

6.139 Nissan Motor Company ....................................................................................................................... 214

6.140 NNG...................................................................................................................................................... 215

6.141 Nokia .................................................................................................................................................... 216

6.142 Novatel Wireless .................................................................................................................................. 217

6.143 Novero ................................................................................................................................................. 218

6.144 NTT DoCoMo ........................................................................................................................................ 219

6.145 Nuance Communications ..................................................................................................................... 220

6.146 Nvidia Corporation ............................................................................................................................... 221

6.147 NXP Semiconductors ............................................................................................................................ 222

6.148 Octo Telematics ................................................................................................................................... 223

6.149 ON Semiconductor ............................................................................................................................... 224

6.150 OpenCar ............................................................................................................................................... 225


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6.151 Openmatics .......................................................................................................................................... 226

6.152 Option N.V. .......................................................................................................................................... 227

6.153 Oracle ................................................................................................................................................... 228

6.154 Orange ................................................................................................................................................. 229

6.155 Panasonic Corporation......................................................................................................................... 230

6.156 Pandora Media .................................................................................................................................... 231

6.157 Parrot ................................................................................................................................................... 232

6.158 Pateo Corporation ............................................................................................................................... 233

6.159 Pioneer Corporation ............................................................................................................................ 234

6.160 Powermat Technologies ...................................................................................................................... 235

6.161 PSA Peugeot Citroen ............................................................................................................................ 236

6.162 QiMing Information Technology .......................................................................................................... 237

6.163 Qoros Automotive ............................................................................................................................... 238

6.164 Quake Global ....................................................................................................................................... 239

6.165 Qualcomm ........................................................................................................................................... 240

6.166 Quectel................................................................................................................................................. 241

6.167 RealVNC ............................................................................................................................................... 242

6.168 Redpine Signals .................................................................................................................................... 243

6.169 Renault (Groupe Renault) .................................................................................................................... 244

6.170 Renesas Electronics Corporation ......................................................................................................... 245

6.171 Rogers Communications ...................................................................................................................... 246

6.172 ROHM Semiconductor ......................................................................................................................... 247

6.173 RSA Insurance Group ........................................................................................................................... 248

6.174 RTX A/S ................................................................................................................................................ 249

6.175 SAIC Motor Corporation ...................................................................................................................... 250

6.176 Samsung Electronics ............................................................................................................................ 251

6.177 SAP ....................................................................................................................................................... 252

6.178 Savari ................................................................................................................................................... 253

6.179 SEAT ..................................................................................................................................................... 254

6.180 Seeing Machines .................................................................................................................................. 255

6.181 Sierra Wireless ..................................................................................................................................... 256

6.182 Silicon Laboratories .............................................................................................................................. 257


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6.183 SIMCom Wireless Solutions ................................................................................................................. 258

6.184 SiriusXM Radio ..................................................................................................................................... 259

6.185 SK Telecom ........................................................................................................................................... 260

6.186 Skoda Auto ........................................................................................................................................... 261

6.187 SkyWave Mobile Communications ...................................................................................................... 262

6.188 SoftBank Mobile Corporation .............................................................................................................. 263

6.189 Sony Corporation ................................................................................................................................. 264

6.190 Spirent Communications ..................................................................................................................... 265

6.191 Sprint Corporation ............................................................................................................................... 266

6.192 STMicroelectronics .............................................................................................................................. 267

6.193 Subaru .................................................................................................................................................. 268

6.194 Summit Tech ........................................................................................................................................ 269

6.195 Suzuki Motor Corporation ................................................................................................................... 270

6.196 Synchronoss Technologies ................................................................................................................... 271

6.197 Tata Motors ......................................................................................................................................... 272

6.198 TCS (TeleCommunication Systems) ..................................................................................................... 273

6.199 Tech Mahindra ..................................................................................................................................... 274

6.200 Telecom Italia ....................................................................................................................................... 275

6.201 Telefónica ............................................................................................................................................ 276

6.202 Telenav ................................................................................................................................................. 277

6.203 Telenor Group ...................................................................................................................................... 278

6.204 Telit Communications .......................................................................................................................... 279

6.205 Telogis .................................................................................................................................................. 280

6.206 Telstra Corporation .............................................................................................................................. 281

6.207 Tesla Motors ........................................................................................................................................ 282

6.208 TI (Texas Instruments) ......................................................................................................................... 283

6.209 TimaNetworks ...................................................................................................................................... 284

6.210 Tobii Technology .................................................................................................................................. 285

6.211 TomTom ............................................................................................................................................... 286

6.212 Toshiba Corporation ............................................................................................................................ 287

6.213 Toyota Motor Corporation .................................................................................................................. 288

6.214 Uber ..................................................................................................................................................... 289


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6.215 U-blox ................................................................................................................................................... 290

6.216 Ubridge ................................................................................................................................................ 291

6.217 UIEvolution .......................................................................................................................................... 292

6.218 Vehcon ................................................................................................................................................. 293

6.219 Veniam ................................................................................................................................................. 294

6.220 Verizon Communications ..................................................................................................................... 295

6.221 Vinli ...................................................................................................................................................... 296

6.222 Visteon Corporation ............................................................................................................................. 297

6.223 Vodafone Group .................................................................................................................................. 298

6.224 Voicebox Technologies ........................................................................................................................ 299

6.225 Volkswagen .......................................................................................................................................... 300

6.226 Volvo .................................................................................................................................................... 301

6.227 Wireless Logic ...................................................................................................................................... 302

6.228 WirelessCar .......................................................................................................................................... 303

6.229 Xilinx..................................................................................................................................................... 304

6.230 ZTE ....................................................................................................................................................... 305

6.231 Zubie .................................................................................................................................................... 306

7 Chapter 7: Market Analysis & Forecasts ......................................................... 307

7.1 Global Outlook of Connected Cars .............................................................................................................. 307

7.2 Segmentation by Connectivity Model ......................................................................................................... 308

7.3 Embedded Car Connections ........................................................................................................................ 309

7.3.1 GSM ................................................................................................................................................. 311

7.3.2 CDMA-2000 ..................................................................................................................................... 311

7.3.3 W-CDMA .......................................................................................................................................... 312

7.3.4 TD-SCDMA ....................................................................................................................................... 312

7.3.5 LTE ................................................................................................................................................... 313

7.3.6 Satellite & Other Technologies ........................................................................................................ 313

7.4 Tethered Car Connections ........................................................................................................................... 314

7.4.1 Wireless ........................................................................................................................................... 315

7.4.2 Wireline ........................................................................................................................................... 316

7.5 Integrated Car Connections......................................................................................................................... 316

7.5.1 Apple CarPlay .................................................................................................................................. 318


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7.5.2 Android Auto ................................................................................................................................... 318

7.5.3 MirrorLink ........................................................................................................................................ 319

7.5.4 Others .............................................................................................................................................. 319

7.6 Segmentation by Application Category ....................................................................................................... 320

7.6.1 Communications & Infotainment .................................................................................................... 320

7.6.2 Navigation & Location Services ....................................................................................................... 321

7.6.3 Vehicle Management ...................................................................................................................... 321

7.6.4 Safety & Security ............................................................................................................................. 322

7.6.5 Driver Assistance & Autonomous Driving ....................................................................................... 322

7.7 Segmentation by Region ............................................................................................................................. 323

7.7.1 Asia Pacific ....................................................................................................................................... 324

7.7.2 Europe ............................................................................................................................................. 325

7.7.3 Middle East & Africa ........................................................................................................................ 326

7.7.4 Latin & Central America .................................................................................................................. 327

7.7.5 North America ................................................................................................................................. 328

7.8 Top Country Markets................................................................................................................................... 329

7.8.1 Brazil ................................................................................................................................................ 329

7.8.2 Canada ............................................................................................................................................. 330

7.8.3 China ................................................................................................................................................ 331

7.8.4 Egypt ................................................................................................................................................ 332

7.8.5 France .............................................................................................................................................. 333

7.8.6 Germany .......................................................................................................................................... 334

7.8.7 India ................................................................................................................................................. 335

7.8.8 Indonesia ......................................................................................................................................... 336

7.8.9 Italy .................................................................................................................................................. 337

7.8.10 Japan................................................................................................................................................ 338

7.8.11 Mexico ............................................................................................................................................. 339

7.8.12 Russia ............................................................................................................................................... 340

7.8.13 Saudi Arabia ..................................................................................................................................... 341

7.8.14 South Africa ..................................................................................................................................... 342

7.8.15 South Korea ..................................................................................................................................... 343

7.8.16 UK .................................................................................................................................................... 344


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7.8.17 USA .................................................................................................................................................. 345

8 Chapter 8: Conclusion & Strategic Recommendations .................................... 346

8.1 Why is the Market Poised to Grow? ........................................................................................................... 346

8.2 Competitive Industry Landscape: Acquisitions, Alliances & Consolidation ................................................. 346

8.3 Geographic Outlook: Which Countries Offer the Highest Growth Potential? ............................................. 347

8.4 The Role of Mobile Operators ..................................................................................................................... 348

8.4.1 Capitalizing on Connectivity ............................................................................................................ 348

8.4.2 Innovating Beyond Connectivity: AT&T’s Drive Platform ................................................................ 348

8.5 Connected Car Platforms: Moving Towards Cloud Centric Offerings ......................................................... 349

8.5.1 Consolidating Disparate Functions .................................................................................................. 349

8.5.2 Cloud Based Platforms .................................................................................................................... 349

8.6 Addressing Privacy Concerns: The Stance of Automotive OEMs ................................................................ 350

8.7 Impact of Government Initiatives ............................................................................................................... 350

8.8 Smartphone Integration .............................................................................................................................. 351

8.8.1 What Key Offerings Are Available? ................................................................................................. 351

8.8.2 OEMs Are Keen to Offer Multiple Solutions .................................................................................... 351

8.9 Monetizing the Connected Car Opportunity: The Changing Role of Automotive OEMs ............................ 352

8.9.1 Evolving Business Models ................................................................................................................ 352

8.9.2 Entering Other Connected Markets ................................................................................................ 352

8.10 Integration with Smart Cities ................................................................................................................... 353

8.11 V2X Networks: Do LTE & 5G Technologies Pose a Threat to 802.11p? .................................................... 354

8.12 Assessing the Impact of Self-Driving Cars ................................................................................................ 355

8.13 Strategic Recommendations .................................................................................................................... 356

8.13.1 Automotive OEMs ........................................................................................................................... 356

8.13.2 Telematics & Connected Car Platform Specialists ........................................................................... 356

8.13.3 Mobile Operators ............................................................................................................................ 357


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List of Figures

Figure 1: Key Connected Car Applications ............................................................................................................................................................... 31

Figure 2: Comparison of Key OEM Connected Car Programs (Q3’2015).................................................................................................................. 33

Figure 3: Global Big Data & Analytics Technology Investments in the Automotive Sector: 2015 - 2030 ($ Billion) ................................................. 40

Figure 4: Connected Car Industry Roadmap ............................................................................................................................................................ 68

Figure 5: Connected Car Value Chain ...................................................................................................................................................................... 70

Figure 6: Global Connected Car Installed Base: 2015 - 2030 (Millions) ................................................................................................................. 307

Figure 7: Global Connected Car Service Revenue: 2015 - 2030 ($ Billion) ............................................................................................................. 308

Figure 8: Global Connected Car Installed Base by Connectivity Model: 2015 - 2030 (Millions) ............................................................................. 308

Figure 9: Global Connected Car Service Revenue by Connectivity Model: 2015 - 2030 ($ Billion) ........................................................................ 309

Figure 10: Global Embedded Car Connections: 2015 - 2030 (Millions) .................................................................................................................. 309

Figure 11: Global Embedded Car Connection Service Revenue: 2015 - 2030 ($ Billion) ........................................................................................ 310

Figure 12: Global Embedded Car Connections by Technology: 2015 - 2030 (Millions) .......................................................................................... 310

Figure 13: Global GSM Embedded Car Connections: 2015 - 2030 (Millions) ......................................................................................................... 311

Figure 14: Global CDMA-2000 Embedded Car Connections: 2015 - 2030 (Millions) ............................................................................................. 311

Figure 15: Global W-CDMA Embedded Car Connections: 2015 - 2030 (Millions) .................................................................................................. 312

Figure 16: Global TD-SCDMA Embedded Car Connections: 2015 - 2030 (Millions) ............................................................................................... 312

Figure 17: Global LTE Embedded Car Connections: 2015 - 2030 (Millions) ........................................................................................................... 313

Figure 18: Global Satellite & Other Embedded Car Connections: 2015 - 2030 (Millions) ...................................................................................... 313

Figure 19: Global Tethered Car Connections: 2015 - 2030 (Millions) .................................................................................................................... 314

Figure 20: Global Tethered Car Connection Service Revenue: 2015 - 2030 ($ Billion)........................................................................................... 314

Figure 21: Global Tethered Car Connections by Technology: 2015 - 2030 (Millions) ............................................................................................ 315

Figure 22: Global Wireless Tethered Car Connections: 2015 - 2030 (Millions) ...................................................................................................... 315

Figure 23: Global Wireline Tethered Car Connections: 2015 - 2030 (Millions) ...................................................................................................... 316

Figure 24: Global Integrated Car Connections: 2015 - 2030 (Millions) .................................................................................................................. 316

Figure 25: Global Integrated Car Connection Revenue: 2015 - 2030 ($ Billion) ..................................................................................................... 317

Figure 26: Global Integrated Car Connections by Technology: 2015 - 2030 (Millions) .......................................................................................... 317

Figure 27: Global Apple CarPlay Connections: 2015 - 2030 (Millions) ................................................................................................................... 318

Figure 28: Global Android Auto Connections: 2015 - 2030 (Millions) .................................................................................................................... 318

Figure 29: Global MirrorLink Connections: 2015 - 2030 (Millions) ........................................................................................................................ 319

Figure 30: Global Other Integrated Car Connections: 2015 - 2030 (Millions) ........................................................................................................ 319

Figure 31: Global Connected Car Service Revenue by Application Category: 2015 - 2030 ($ Billion) .................................................................... 320

Figure 32: Global Connected Car Service Revenue for Communications & Infotainment: 2015 - 2030 ($ Billion) ................................................ 320

Figure 33: Global Connected Car Service Revenue for Navigation & Location Services: 2015 - 2030 ($ Billion) .................................................... 321

Figure 34: Global Connected Car Service Revenue for Vehicle Management: 2015 - 2030 ($ Billion) ................................................................... 321

Figure 35: Global Connected Car Service Revenue for Safety & Security: 2015 - 2030 ($ Billion) ......................................................................... 322

Figure 36: Global Connected Car Service Revenue for Driver Assistance & Autonomous Driving: 2015 - 2030 ($ Billion) .................................... 322

Figure 37: Connected Car Installed Base by Region: 2015 - 2030 (Millions) .......................................................................................................... 323

Figure 38: Connected Car Service Revenue by Region: 2015 - 2030 ($ Billion) ...................................................................................................... 323

Figure 39: Asia Pacific Connected Car Installed Base: 2015 - 2030 (Millions) ........................................................................................................ 324

Figure 40: Asia Pacific Connected Car Service Revenue: 2015 - 2030 ($ Billion) .................................................................................................... 324


..

Figure 41: Europe Connected Car Installed Base: 2015 - 2030 (Millions) .............................................................................................................. 325

Figure 42: Europe Connected Car Service Revenue: 2015 - 2030 ($ Billion) .......................................................................................................... 325

Figure 43: Middle East & Africa Connected Car Installed Base: 2015 - 2030 (Millions) ......................................................................................... 326

Figure 44: Middle East & Africa Connected Car Service Revenue: 2015 - 2030 ($ Billion) ..................................................................................... 326

Figure 45: Latin & Central America Connected Car Installed Base: 2015 - 2030 (Millions) .................................................................................... 327

Figure 46: Latin & Central America Connected Car Service Revenue: 2015 - 2030 ($ Billion) ............................................................................... 327

Figure 47: North America Connected Car Installed Base: 2015 - 2030 (Millions) .................................................................................................. 328

Figure 48: North America Connected Car Service Revenue: 2015 - 2030 ($ Billion) .............................................................................................. 328

Figure 49: Brazil Connected Car Installed Base: 2015 – 2030 (Millions) ................................................................................................................ 329

Figure 50: Brazil Connected Car Service Revenue: 2015 – 2030 ($ Billion) ............................................................................................................ 329

Figure 51: Canada Connected Car Installed Base: 2015 – 2030 (Millions) ............................................................................................................. 330

Figure 52: Canada Connected Car Service Revenue: 2015 – 2030 ($ Billion) ......................................................................................................... 330

Figure 53: China Connected Car Installed Base: 2015 – 2030 (Millions) ................................................................................................................ 331

Figure 54: China Connected Car Service Revenue: 2015 – 2030 ($ Billion) ............................................................................................................ 331

Figure 55: Egypt Connected Car Installed Base: 2015 – 2030 (Millions) ................................................................................................................ 332

Figure 56: Egypt Connected Car Service Revenue: 2015 – 2030 ($ Billion) ............................................................................................................ 332

Figure 57: France Connected Car Installed Base: 2015 – 2030 (Millions) .............................................................................................................. 333

Figure 58: France Connected Car Service Revenue: 2015 – 2030 ($ Billion) .......................................................................................................... 333

Figure 59: Germany Connected Car Installed Base: 2015 – 2030 (Millions) .......................................................................................................... 334

Figure 60: Germany Connected Car Service Revenue: 2015 – 2030 ($ Billion) ...................................................................................................... 334

Figure 61: India Connected Car Installed Base: 2015 – 2030 (Millions) ................................................................................................................. 335

Figure 62: India Connected Car Service Revenue: 2015 – 2030 ($ Billion) ............................................................................................................. 335

Figure 63: Indonesia Connected Car Installed Base: 2015 – 2030 (Millions) ......................................................................................................... 336

Figure 64: Indonesia Connected Car Service Revenue: 2015 – 2030 ($ Billion) ..................................................................................................... 336

Figure 65: Italy Connected Car Installed Base: 2015 – 2030 (Millions) .................................................................................................................. 337

Figure 66: Italy Connected Car Service Revenue: 2015 – 2030 ($ Billion) .............................................................................................................. 337

Figure 67: Japan Connected Car Installed Base: 2015 – 2030 (Millions) ................................................................................................................ 338

Figure 68: Japan Connected Car Service Revenue: 2015 – 2030 ($ Billion) ........................................................................................................... 338

Figure 69: Mexico Connected Car Installed Base: 2015 – 2030 (Millions) ............................................................................................................. 339

Figure 70: Mexico Connected Car Service Revenue: 2015 – 2030 ($ Billion) ......................................................................................................... 339

Figure 71: Russia Connected Car Installed Base: 2015 – 2030 (Millions) ............................................................................................................... 340

Figure 72: Russia Connected Car Service Revenue: 2015 – 2030 ($ Billion)........................................................................................................... 340

Figure 73: Saudi Arabia Connected Car Installed Base: 2015 – 2030 (Millions) ..................................................................................................... 341

Figure 74: Saudi Arabia Connected Car Service Revenue: 2015 – 2030 ($ Billion) ................................................................................................. 341

Figure 75: South Africa Connected Car Installed Base: 2015 – 2030 (Millions) ..................................................................................................... 342

Figure 76: South Africa Connected Car Service Revenue: 2015 – 2030 ($ Billion) ................................................................................................. 342

Figure 77: South Korea Connected Car Installed Base: 2015 – 2030 (Millions) ..................................................................................................... 343

Figure 78: South Korea Connected Car Service Revenue: 2015 – 2030 ($ Billion) ................................................................................................. 343

Figure 79: UK Connected Car Installed Base: 2015 – 2030 (Millions) .................................................................................................................... 344

Figure 80: UK Connected Car Service Revenue: 2015 – 2030 ($ Billion) ................................................................................................................ 344

Figure 81: USA Connected Car Installed Base: 2015 – 2030 (Millions) .................................................................................................................. 345

Figure 82: USA Connected Car Service Revenue: 2015 – 2030 ($ Billion) .............................................................................................................. 345

Figure 83: Connected Car Service Revenue Breakdown by Application Category: 2020 (%) ................................................................................. 355


..

1 Chapter 1: Introduction

1.1 Executive Summary

The growing proliferation of embedded in-vehicle connectivity and smartphone

integration platforms has made connected cars one of the fastest growing

segments of the IoT (Internet of Things) market. Keen to establish recurring post-

sale service revenue streams, all major automotive OEMs are investing in

connected car programs. Other ecosystem players, such as mobile operators and

telematics specialists, are also vying to gain a larger share of the opportunity. In

fact, many mobile operators have expanded beyond their traditional role as

connectivity providers, to offer end-to-end connected car platforms directly to

automotive OEMs and aftermarket suppliers.

By 2020, SNS Research estimates that connected car services will account for

nearly $40 Billion in annual revenue, driven by a host of applications, including but

not limited to infotainment, navigation, fleet management, remote diagnostics,

automatic crash notification, enhanced safety, UBI (Usage Based Insurance),

traffic management and even autonomous driving.

The “Connected Car Ecosystem: 2015 – 2030 – Opportunities, Challenges,

Strategies & Forecasts” report presents an in-depth assessment of the connected

car ecosystem including OEM connected car programs, enabling technologies, key

trends, market drivers, challenges, key applications, collaborative initiatives,

regulatory landscape, standardization, opportunities, future roadmap, value

chain, ecosystem player profiles and strategies. The report also presents market


..

size forecasts for connected car services from 2015 through to 2030. The forecasts

are segmented for 3 connectivity models, 5 application categories, 5 regions and

17 leading countries.

The report comes with an associated Excel datasheet suite covering quantitative

data from all numeric forecasts presented in the report.

1.2 Topics Covered

The report covers the following topics:

- Connected car ecosystem

- Market drivers and barriers

- Enabling technologies and key trends

- Connected car programs and platform offerings

- Embedded, tethered and integrated connectivity models

- Analysis of key applications and opportunities

- Regulatory landscape, collaborative initiatives and standardization

- Industry roadmap and value chain

- Profiles and strategies of over 230 leading ecosystem players, including

automotive OEMs, mobile operators and connected car platform

specialists

- Strategic recommendations for ecosystem players

- Market analysis and forecasts from 2015 till 2030


..

1.3 Historical Revenue & Forecast Segmentation

Connected car installed base and service revenue forecasts are provided

for each of the following submarkets and their subcategories:

- Connectivity Model

Embedded

Tethered

Integrated

- Application Category

Communications & Infotainment

Navigation & Location Services

Vehicle Management

Safety & Security

Driver Assistance & Autonomous Driving

- Embedded Car Connections

GSM

CDMA-2000

W-CDMA

TD-SCDMA

LTE

Satellite & Other Technologies

- Tethered Car Connections

Wireless

Wireline


..

- Integrated Car Connections

Apple CarPlay

Android Auto

MirrorLink

Others

- Regional Markets

Asia Pacific

Europe

Middle East & Africa

North America

Latin & Central America

- Country Markets

Brazil

Canada

China

Egypt

France

Germany

India

Indonesia

Italy

Japan

Mexico

Russia

Saudi Arabia

South Africa

South Korea

UK

USA


..

1.4 Key Questions Answered

The report provides answers to the following key questions:

- How big is the connected car opportunity?

- What trends, challenges and barriers are influencing its growth?

- How is the ecosystem evolving by segment and region?

- What will the market size be in 2020 and at what rate will it grow?

- Which countries and submarkets will see the highest percentage of

growth?

- Who are the key market players and what are their strategies?

- How will connected cars drive investments in Big Data, cloud computing,

analytics and other technologies?

- What are the growth prospects of embedded, tethered and integrated

connectivity options?

- How do government mandates and initiatives impact the adoption of

embedded connectivity?

- What are the future prospects of self-driving cars and cooperative V2X

applications?

- Do LTE and 5G technologies pose a threat to the 802.11p standard for

V2X communications?

- What strategies should automotive OEMs, mobile operators and

connected car platform specialists adopt to remain competitive?


..

1.5 Key Findings

The report has the following key findings:

- By 2020, SNS Research estimates that connected car services will account

for nearly $40 Billion in annual revenue, driven by a host of applications

- The proportion of connected car service revenue for driver assistance

systems and autonomous driving applications is expected to dramatically

increase from merely 5 percent in 2014 to over 11 percent by 2020

- Largely driven by connected car services, Big Data and analytics

technology investments in the automotive sector are expected to reach

$5 Billion by 2020, following a CAGR of over 14% between 2015 and 2020

- The connected car ecosystem continues to consolidate, with larger players

investing in acquisitions to increase their market share, capability,

revenue and geographic reach

- Many mobile operators have expanded beyond their traditional role as

connectivity providers, to offer end-to-end connected car platforms

directly to automotive OEMs and aftermarket suppliers


..

1.6 Methodology

The contents of this report have been accumulated by combining information

attained from a range of primary and secondary research sources. In addition to

analyzing official corporate announcements, policy documents, media reports,

and industry statements, SNS Research sought opinions from leading industry

players within the connected car ecosystem to derive an unbiased, accurate and

objective mix of market trends, forecasts and the future prospects of the industry

between 2015 and 2030.


..

1.7 Target Audience

The report targets the following audience:

- Automotive OEMs

- Aftermarket suppliers

- Mobile operators

- Telematics providers

- Connected car platform specialists

- Enabling technology providers

- Content providers

- Cloud computing, Big Data and analytics specialists

- Insurance companies

- Regulatory authorities

- Investors


..

1.8 Companies & Organizations Mentioned

The following companies and organizations have been reviewed, discussed or

mentioned in the report:

21ViaNet Group Geely (Zhejiang Geely Holding Group)

Pioneer Corporation

3GPP (3rd Generation Partnership Project)

Gemalto Powermat Technologies

Abalta Technologies GENIVI Alliance PSA Peugeot Citroen

Accenture GM (General Motors Company) QiMing Information Technology

Acura Google QNX Software Systems

Aeris Communications H&D Wireless Qoros Automotive

Agero Harman International Industries Qt Company

AGL (Automotive Grade Linux) Hawtai Motor Group Quake Global

Airbiquity HDS (Hitachi Data Systems) Qualcomm

Alcatel-Lucent HERE Quectel

Alibaba Group Hitachi RacoWireless

Alliance of Automobile Manufacturers

Honda Motor Company RealVNC

Allstate Insurance Company HTC Corporation Redbend

Alpine Electronics Huawei Redpine Signals

Altera Corporation Hughes Telematics Renault (Groupe Renault)

Amdocs Hyundai Motor Company Renesas Electronics Corporation

América Móvil iBiquity Digital Corporation Robert Bosch Car Multimedia

Analog Devices IBM Rogers Communications

Apple IEEE (Institute of Electrical and Electronics Engineers)

ROHM Semiconductor

Arada Systems iHeartMedia RSA Insurance Group

ARIB (Association of Radio Industries and Businesses, Japan)

Infineon Technologies RTX A/S

Arynga Infiniti SAIC Motor Corporation

Association of Global Automakers Ingenie Samsung Electronics

AT&T INRIX SAP

AT&T Mobility INSYS Microelectronics Savari

ATIS (Alliance for Telecommunications Industry Solutions, U.S.)

Intel Corporation SEAT

Atmel Corporation Inthinc Technology Solutions Seeing Machines

Atos Inventek Systems Sierra Wireless


..

Atos Worldline ip-label Silicon Laboratories

Audi ISO (International Organization for Standardization)

SIMCom Wireless Solutions

Automatic Labs ITS America (Intelligent Transportation Society of America)

SiriusXM Radio

AutoNavi Software ITS Australia (Intelligent Transport Systems Australia)

SK Group

Autonet Mobile ITS Japan SK Telecom

Autotalks ITU (International Telecommunications Union)

Skoda Auto

Avago Technologies iWOW Connections SkyWave Mobile Communications

AVnu Alliance Ixonos SoftBank Corporation

Azuga Jaguar Land Rover Automotive SoftBank Mobile Corporation

B&B Electronics Jasper Technologies Sony Corporation

Baidu Johnson Controls Sony Mobile Communications

BlackBerry Kapsch TrafficCom Spirent Communications

BMW KDDI Corporation Sprint Corporation

Bosch Kia Motors Corporation STMicroelectronics

Bosch SoftTec KORE Wireless Group Subaru

Bouygues Group KPN Summit Tech

Bouygues Telecom KT Corporation Suzuki Motor Corporation

Bright Box Laird Symphony Teleca

Broadcom Corporation Lantronix Synchronoss Technologies

BYD Auto Lesswire TagStation

C2C-CC (CAR 2 CAR Communication Consortium)

Lexus Tata Motors

Cadillac LG Electronics TCS (TeleCommunication Systems)

CCC (Car Connectivity Consortium) LG Group Tech Mahindra

CCSA (China Communications Standards Association)

LG Uplus Tele2

CEN (European Committee for Standardization)

Lincoln Motor Company Telecom Italia

CenNavi Technologies Linux Foundation Telefónica

Changan Automobile Company LS Research Telenav

Chery Magellan Telenor Connexion

China Mobile Magneti Marelli Telenor Group

China Telecom Mahindra and Mahindra Telit Communications

China TSP Mazda Motor Corporation Telogis

China Unicom Mercedes Benz Telstra Corporation

Cisco Systems MIC (MiTAC International Corporation)

Tesla Motors

Clarion Michelin TI (Texas Instruments)

Claro Microchip Technology TIA (Telecommunications Industry Association, U.S.)


..

CloudCar Microsoft Corporation TIM (Telecom Italia Mobile)

CloudMade Microtronics TimaNetworks

Cobra Automotive Technologies Minacs Tobii Technology

Cohda Wireless Mio Technology TomTom

Connect One Mitsubishi Electric Corporation TomTom Telematics

Continental Mitsubishi Motors Corporation Toshiba Corporation

Covisint Modacom Toumaz Group

Cox Automotive Mojio Toyota Motor Corporation

Coyote Systems MOSTCO (MOST Cooperation) TRA (UAE Telecommunications Regulatory Authority)

CPIC (China Pacific Insurance Group)

Movistar T-Systems

CSR Multi-Tech Systems TTA (Telecommunications Technology Association, Korea)

Cubic Telecom Murata Manufacturing TTC (Telecommunication Technology Committee, Japan)

Daimler Navman U.S. DOT (Department of Transport)

deCarta Navman Wireless & Teletrac U.S. NHTSA (National Highway Traffic Safety Administration)

Delphi NEC Corporation Uber

DENATRAN (National Road Transport Department, Brazil)

Neoway U-blox

Denso Corporation Netsize Ubridge

DGE Nissan Motor Company UIEvolution

Digi International NNG Vehcon

Digia Nokia Veniam

Dongfeng Motor Corporation Novatel Wireless Verizon Communications

DT (Deutsche Telekom) Novero Verizon Telematics

EDGE3 Technologies NTT DoCoMo Verizon Wireless

Elektrobit Nuance Communications Vinli

eMapgo Nvidia Corporation Visteon Corporation

Ericsson NXP Semiconductors Vodafone Automotive

ETSI (European Telecommunications Standards Institute)

OAA (Open Automotive Alliance) Vodafone Group

European Commission Octo Telematics Voicebox Technologies

FAW Group Corporation ON Semiconductor Volkswagen

FCA (Fiat Chrysler Automobiles) OneM2M Volvo

FEV Group OnStar Corporation W3C (World Wide Web Consortium)

Flextronics International OPEN Alliance SIG (Special Industry Group)

Wireless Logic

Ford Motor Company OpenCar WirelessCar

Franklin Wireless Openmatics Xilinx


..

Freescale Semiconductor Option N.V. Xtime

Frontier Silicon Oracle ZTE

Fuji Heavy Industries Orange Zubie

Fujitsu Semiconductor Panasonic Corporation

Fujitsu Ten Pandora Media

GAIG (Guangzhou Automobile Industry Group)

Parrot

Garmin Pateo Corporation


..

Copyright SNS Research Ltd, 2015. All rights reserved.

This material is subject to the laws of copyright and is restricted to registered

license-holders who have entered into a Corporate, a Multi-User or a Single-User

license agreement with SNS Research Ltd. It is an offence for the license-holder to

make the material available to any unauthorized person, either via e-mail

messaging or by placing it on a network.

All SNS research reports & databases are intended to provide general information

and strategic insights only, and they do not constitute, nor are they intended to

constitute, investment advice. SNS Research and its employees disclaim all and

any guarantees, undertakings and warranties, whether expressed or implied, and

shall not be liable for any loss or damage whatsoever, and whether foreseeable

or not, arising out of, or in connection with, any use of or reliance on any

information, statements, opinions, estimates or forecasts contained in the

reports.


..

Page 40

2.4.11 Big Data & Analytics

With the growing adoption of in-vehicle connectivity, automotive OEMs and other

stakeholders are keen to gain valuable insights by analyzing data generated by

connected cars. Big Data technology provides a scalable, robust and low cost

solution to collect and store this information, while analytics platforms provide

the necessary capabilities2 for deriving meaningful insights from this information.

Collectively both technologies address a range of applications in the connected

car arena, such as real-time alerts on traffic, driver behavior, maintenance, safety

risk and performance.

Figure 3: Global Big Data & Analytics Technology Investments in the Automotive Sector: 2015 -

2030 ($ Billion)

Source: SNS Research

SNS Research estimates that Big Data and analytics technology investments in the

automotive sector will account for $5 Billion by 2020, following a CAGR of over

14% between 2015 and 2020.

2 Using a range of techniques including but not limited to statistics, predictive analytics, text analytics, machine

learning, data mining and natural language processing

$0

$5

$10

$15

$20


..

Page 70

5.2 Value Chain

The connected car value chain is complex with many significant players across

different segments of the ecosystem, including enabling technology providers,

automotive OEMs, aftermarket suppliers, end-to-end connected car platform

specialists, telematics providers, connectivity providers, content providers, cloud

platform providers, Big Data & analytics specialists, insurance companies,

suppliers of supplementary services, distributors and end users.

Figure 5: Connected Car Value Chain


5.2.1 Enabling Technology

Enabling technology providers form a key link in the connected car value chain.

They supply the essential hardware and software technologies that enable


..

Page 156

6.81 Harman International Industries

Overview & Strategy

Harman International Industries designs and engineers connected products and

solutions for consumers, automotive OEMs, and enterprises worldwide.

Headquartered in Stamford, Connecticut, the company continues to expand its

connected car portfolio through both organic growth and acquisitions. In 2015, it

acquired Redbend and Symphony Teleca10.

Harman’s embedded infotainment solutions offer comprehensive information,

entertainment and communications capabilities, including audio and video, route

navigation, connectivity and visual ADAS applications. Through its cloud platform,

the company also offers a range of additional connected car services for

automotive OEMs, including deployment of software through OTA (Over-the-Air)

updates, remote diagnostics and telematics for Big Data, service management and

analytics applications.

Geographical Regions

Global

Target Market

Automotive OEMs, consumers and enterprises

Key Offerings

Telematics and infotainment

10

Symphony Teleca brought the company cloud analytics capabilities, while Redbend brought mobile device management and OTA firmware updating technology


..

Page 298

6.223 Vodafone Group

Overview & Strategy

Operating globally, Vodafone is a British multinational telecommunications

company headquartered in London. The company offers connectivity for both

consumer devices and M2M services. Keen to capitalize on emerging

opportunities in the connected car ecosystem, the global mobile operator actively

partners with several automotive OEMs, including BMW.

Geographical Regions

Global

Target Markets

Automotive OEMs, consumers and enterprise

Key Offerings

Connectivity services, telematics and automotive electronics

Vodafone is also an active player in the telematics segment of the market. In

2014, it paid $191 Million to acquire Cobra Automotive Technologies, which was

subsequently renamed Vodafone Automotive. Vodafone Automotive offers a

range of solutions including in-car telematics, stolen vehicle tracking and UBI. In

addition, the business unit also offers electronic systems such as alarms,

immobilizers, parking aids, speed limiters and cruise control units.


..

5

8.12 Assessing the Impact of Self-Driving Cars

Self-driving cars are heavily reliant on connectivity, in order to continually monitor

and update their navigation path. To accommodate this requirement, automotive

OEMs are enhancing their conventionally self-contained ADAS implementations

with the ability to gather and exchange data from outside the vehicle.

As automotive OEMs and technology giants push ahead with experiments to make

self-driving cars a reality, we expect the first vehicles with comprehensive

autonomous driving capabilities to hit the market by 2020, following a gradual

path with incremental improvements.

Figure 83: Connected Car Service Revenue Breakdown by Application Category: 2020 (%)


SNS Research estimates that the proportion of connected car service revenue for

driver assistance systems and autonomous driving applications is expected to

dramatically increase from merely 5 percent in 2014 to over 11 percent by 2020.

This increase will largely be driven by the need to frequently transfer sensor and

mapping data to enable autonomous driving.

32%

30%

13%

14%

11% Communications & Infotainment

Navigation & Location Services

Vehicle Management

Safety & Security

Driver Assistance & Autonomous Driving

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