テレマティクスの今後：ネットワークとアプリケーションの新時代

Abstract

"Telematics 2007 and Beyond: The New Era of Networks and Applications" charts and quantifies the rise of telematics users worldwide, including those in the United States, Europe and Japan, and the respective revenues produced by these users through 2011.

The study focuses on the applications which will drive telematics forward, assessing the impact of mobile wireless network, handset and application evolution among other factors that will lead to this marked growth. Also detailed are the in-vehicle applications that will drive the market forward and channel considerations such as aftermarket upgrades and OEM vehicle installation.

For the United States, OnStar and other telematics subscribers are forecasted along with the corresponding revenues as well as the number of high-tier service users and revenues through 2012. Satellite radio users and revenues for the United States market are forecasted through 2011. Telematics revenue in Europe and Japan are also forecasted through 2011.

The study also details the number of navigation-enabled vehicles worldwide as well as individually in the United States, Japan and Europe, and the number of portable GPS devices being shipped for both the United States and the world through 2011. Shipments of GPS-enabled mobile phones and devices are given through 2011 as are the number of GPS-enabled service users and high-end mobile application users.

Shipments for all mobile phones as well as CDMA and WCDMA handsets are given through 2012 as are world mobile infrastructure deployments, 2G, 3G and 4G mobile users and Bluetooth shipments.

Study Topics

• Telematics service subscribers and revenues
• Turn by turn service users
• Diagnostic services
• Navigation services
• Navigational Vehicles
• GPS devices and Phones
• Portable Navigation devices
• Which application segments represent the greatest growth opportunity?
• Vehicle production
• Vehicle sales and registrations
• WCDMA/CDMA and next generation network subscribers
• Global mobile subscribers
• Mobile TV users
• Mobile TV in-vehicle users
• Satellite radio subscribers
• Bluetooth installed base and shipments

Table of Contents

SECTION ONE

• New Times for telematics
• 1.1 Early History - Telematics Slower Than Expected Growth
• 1.2 United States Movement Picking up Again, This Time It' s Real
  • 1.2.1 General Motors and Onstar - the Move to Ubiquitous Telematics
    • 1.2.1.1 Other Telematics Strategies in the US Market Today
      • 1.2.1.1.1 ATX
      • 1.2.1.1.2 DaimlerChrysler
      • 1.2.1.1.3 Ford
      • 1.2.1.1.4 Toyota
• 1.3 The Emergence of Real Applications and ARPU
  • 1.3.1 Vehicle Diagnostics
    • 1.3.1.1 Onstar' s vehicle diagnostics
    • 1.3.1.2 The ATX Drive to Diagnostics and vRM
    • 1.3.1.3 Benefits of vehicle diagnostics
  • 1.3.2 Navigation and traffic information
    • 1.3.2.1 Turn by Turn
      • 1.3.2.1.1 Global Market for Navigation use in Vehicles
      • 1.3.2.1.2 Use of Phone Based GPS and Global GPS Device Shipments
  • 1.3.3 Safety & Security
  • 1.3.4 Entertainment and Personal Information
  • 1.3.5 The Move Towards Automatic Crash Notification (ACN)
    • 1.3.5.1 OnStar/AACN
  • 1.3.6 Satellite Radio - XM and Sirius

SECTION TWO

Significant Factors Driving Expansion of Telematics and Chasms Still Present

• 2.1 The Emergence of High-Speed Mobile Wireless Technologies
  • 2.1.1 CDMA2000/EV-DO
    • 2.1.1.1 OnStar Moving to Higher CDMA Speeds
    • 2.1.1.2 WCDMA/HSDPA:
• 2.2 More Handsets Making Luxury Applications Necessities
• 2.3 Microsoft' s Move to Standardize Telematics Software and Reference Designs
• 2.4 Automobile Shipments and Usage Patterns favor Telematics
• 2.4 Will Mobile TV Become a Vehicle Mainstay?
• 2.6 Carriers use of IMS-Making Telematics Seamless
• 2.7 Driver Distraction
• 2.8 Privacy Issues
• 2.9 Price Sensitivity and the Retention Rate for Telematics and Satellite Radio
• 2.10 Network Reliability and Coverage Issues - Getting Better All the Time
• 2.11 Lack of Standards

SECTION THREE

The Aftermarket and Complementary Technologies

• 3.1 Just Add Water
• 3.2 The Embedded Market - Too Lucrative to Pass Up
• 3.3 Strong Alliances key to any Telematics Strategy
  • 3.3.1 Automobile OEMs:
  • 3.3.2 Wireless operators/MVNOs:
  • 3.3.3 Aftermarket solution providers:
  • 3.3.4 Software and platform providers:
  • 3.3.5 Telematics service providers:
• 3.4 Helping Hands for Robustness
  • 3.4.1 Bluetooth/ Ultrawideband
  • 3.4.2 DSRC

TABLES AND FIGURES

• Table 1-01
  • OnStar Users and Telematics Users
  • United States
  • 2005-2011
• Table 1-02
  • United States Telematics Package Revenues
  • and Average Revenue per User
  • 2006-2012
• Table 1-03
  • Telematics Users
  • World Market
  • 2005-2011
• Table 1-04
  • Telematics Users
  • Asia-Pacific
  • 2005-2011
• Table 1-05
  • Telematics Revenues
  • Asia-Pacific
  • 2006-2011
• Table 1-06
  • Telematics Users
  • Europe
  • 2005-2011
• Table 1-07
  • Telematics Revenues
  • Europe
  • 2006-2011
• Table 1-08
  • Telematics Users
  • Rest of World
  • 2005-2011
• Table 1-09
  • Telematics Diagnostic Users
  • United States
  • 2006-2012
• Table 1-10
  • OnStar Users and OnStar Diagnostic Users
  • 2006-2012
• Table 1-11
  • OnStar Users and OnStar Turn by Turn Users
  • 2006-2012
• Table 1-12
  • United States Turn by Turn Users
  • United States
  • 2006-2012
• Table 1-13
  • Top Tier Revenues: Diagnostic and Turn-By-Turn Users
  • United States
  • 2006-2012
• Table 1-14
  • Total Vehicles Equipped with Navigational Devices
  • World Market 2005-2011
• Table 1-15
  • Total Vehicles Equipped with Navigational Devices
  • United States
  • 2005-2011
• Table 1-16
  • Total Vehicles Equipped with Navigational Devices
  • Japan
  • 2005-2011
• Table 1-17
  • Total Vehicles Equipped with Navigational Devices
  • Europe
  • 2005-2011
• Table 1-18
  • Portable Navigation Device Shipments
  • World Market
  • 2005-2011
• Table 1-19
  • Portable Navigation Device Shipments
  • United States
  • 2005-2011
• Table 1-20
  • Portable Navigation Shipments
  • Rest of World
  • 2005-2011
• Table 1-21
  • GPS Device Shipments
  • World Market 2005-2011
• Table 1-22
  • GPS Phones Shipments
  • World Market 2005-2011
• Table 1-23
  • GPS Phones Shipments
  • World Market 2005-2011
• Table 1-24
  • Satellite Radio In-Vehicle Users
  • United States
  • 2005-2011
• Table 1-25
  • Satellite Radio In-Vehicle Revenues
  • United States
  • 2005-2011
• Table 2-1
  • Mobile Subscribers
  • All Technologies
  • World
  • 2006-2012
• Table 2-2
  • World
  • Third Generation
  • Subscribers by Region
  • 2005-2011
• Table 2-3
  • WCDMA and CDMA Subscribers
  • World Market 2005-2011
• Table 2-4
  • Next Generation Network Subscribers
  • World Market
  • 2005-2011
• Table 2-5
  • Phones Shipments by Type
  • World Market 2005-2011
• Table 2-6
  • Cellular Phone Shipments
  • World Market 2005-2011
• Table 2-7
  • Global Vehicle Production
  • World 2005-2011
• Table 2-8
  • Vehicle Sales
  • US Market 2005-2011
• Table 2-9
  • Total Vehicles Registered
  • US Market 2005-2011
• Table 2-10
  • Vehicle Sales
  • Europe 2005-2011
• Table 2-11
  • Total Vehicles Registered
  • Europe 2005-2011
• Table 2-12
  • Vehicle Sales
  • Japan 2005-2011
• Table 2-13
  • Total Vehicles Registered
  • Japan 2005-2011
• Table 2-14
  • Mobil Television Users
  • World Market
  • 2005-2011
• Table 2-15
  • Mobil Television In-Vehicle Users
  • World Market
  • 2008-2012
• Table 2-16
  • World Mobile Base Stations Deployed
  • All Technologies
  • World 2005-2011
• Table 3-1
  • Percentage of Aftermarket as Overall Market
  • Telematics Installs
  • Asia-Pacific, Europe and United States
• Table 3-2
  • Bluetooth Device Installed Base
  • World Market 2006-2012
• Table 3-3
  • Bluetooth Device Shipments
  • World Market 2005-2012