Telematics & Wireless Carriers

Egil Juliussen. Ph.D., Principal Analyst & Fellow, Automotive Business, iSuppli Corp. Consumer Telematics, Las Vegas, January 6, 2010 Telematics & Wireless Carriers ,[object Object],[object Object],[object Object],[object Object],[object Object]

OEM Embedded Telematics: USA Availability is Share of Auto Models Carrier perspectives: M2M connection with low ARPU

OEM Mobile Device Telematics: USA Availability is Share of Auto Models Carrier perspectives: Extra driver phone revenue; Data plan potential

USA Carrier Relations * Supplier is Autonet; ,[object Object],[object Object],[object Object],[object Object],[object Object],Cellular WiFi Router Verizon Sprint AT&T T-Mobile Jasper M2M Smart Phones ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Connected PNDs ,[object Object],[object Object],[object Object],Telematics ,[object Object],[object Object],[object Object],[object Object]

Carriers Own Brand: Off-board Navigation USA Verizon Wireless Sprint AT&T T-Mobile Alltel Wireless U.S. Cellular Navigation Brand VZ Navigator Sprint Navigation AT&T Navigator None Alltel Navigation Your Navigator Germany T-Mobile Vodafone e-plus+ O2 Navigation Brand Navigate Navigon Vodafone Navigator None None UK T-Mobile Orange Vodafone 3 UK O2 Navigation Brand None Orange Sat Nav Vodafone Sat Nav None None France SFR Orange Bouygues Telecom Navigation Brand SFR Navigator Orange Navigation Map and Go None Japan NTT DoCoMo KDDI au Softbank Willcom Navigation Brand I area Navitime Navitime EZ @ map Navitime Navitime

Carrier Auto Market Potential BFG=Before Free Google; AFG=After Free Google ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Off-board Navigation ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Other LBS Content ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],2016 Potential Business Model 2010 Potential Embedded Telematics ,[object Object],[object Object],[object Object],[object Object],Mobile Device Telematics ,[object Object],[object Object],[object Object],[object Object],Cellular WiFi Router ,[object Object],[object Object],[object Object],[object Object],App Store: Auto Apps ,[object Object],[object Object],[object Object],[object Object]

Connected Vehicle: What is Connected? ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Connected Driver-Passengers Connected Vehicle ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

What Are the Connection Technologies? Tech Systems/Apps Other Information Embedded Cellular ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Driver ’ s Mobile Phone ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Cellular to Embedded Wi-Fi Router ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],DSRC or IEEE 802.11p WAVE ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Connected Vehicle Technology Evolution 2000 2010 2020 Safety & Security Cable or Cradle DSRC- 802.11p Embedded Cellular Driver Phone ECU SW Management Remote Diagnostics Service Portfolio Bluetooth HFI Driver Centric V2V-V2I Apps V2V Apps Real-time Data Core auto Centric Service Portfolio Cellular to Wi-Fi Router AM, OEM Product Service Portfolio Infotainment Centric ECU SW Mgmt?

Connected Infotainment Applications -- Telematics connection needed ,[object Object],[object Object],[object Object],[object Object],[object Object],Remote H-U Content ,[object Object],[object Object],[object Object],[object Object],Passenger Content Current Features Emerging/Future Features Head-Unit ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Navigation ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Telematics Services ,[object Object],[object Object],[object Object],[object Object]

Connected Auto System Applications AM=Aftermarket -- Telematics connection needed ,[object Object],[object Object],[object Object],[object Object],V2V & V2I Current Feature Emerging/Future Features Core Auto ECUs ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Infotainment ECUs ,[object Object],[object Object],[object Object],[object Object],[object Object],ADAS ,[object Object],[object Object],[object Object],[object Object]

V2V and V2I Applications ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],V2V2I: Communication links for many applications & services ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

V2X Perspectives ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],V2X versus ADAS ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Heartbeat Message ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],V2X Hardware Cost ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Key Technologies Comments Key Information

V2X Summary Metcalfe’s law : The value of a communications network is proportional to square of the number of users ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],2015-2025 V2V Sales ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],V2 Deployment ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],V2X Applications ,[object Object],[object Object],[object Object],[object Object],V2X Future Comments Key Information

Telematics vs. Internet Connected Cars ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Typical Applications ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Typical Systems Telematics-Connected Internet-Connected Communication Links ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Key Characteristics ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],2009 Market Size-USA ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],2016 Market Potential-USA ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Internet in the Car Definition ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Internet & Telematics Connection Overlaps Internet Connected Cars Internet Devices Used in Cars ,[object Object],[object Object],[object Object],Voice Plan & In-band Modem ,[object Object],[object Object],[object Object],[object Object],[object Object],Data Plan Note: The Internet-connected car circle is currently very small

USA Telematics versus Car Internet Users

Telematics Evolution 2005 2010 2015 Embedded TM 2.5G & IBM Services Embedded & BT 2.5G-3G; IBM Smartphone Bandwidth TM=Telematics; IBM=In-Band Modem; BT=Bluetooth; WAVE=Wireless Access in Vehicular Environment Mobile Device 2.5G-3G; HFI Mobile Device 3G; Smartphone IBM; Services Cellular-Router 3G & Data Plan Embedded & BT IBM; Data Plan 3G; Smartphone Mobile Device 3G; Data Plan Smartphone Embedded & BT Data Plan; 3.5G-4G; Smartphone Mobile Device Data Plan; 3.5G- 4G; Smartphone Cellular-Router 3.5G-4G; Data Plan V2V & V2I; DSRC; WAVE

iPhone: The New LBS Battleground Category Suppliers Comments Maps ,[object Object],[object Object],[object Object],[object Object],On-Board Navigation ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Off-Board Navigation ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Traffic Information ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],LBS Applications ,[object Object],[object Object],[object Object],[object Object]

Android: The Next LBS Battleground? ,[object Object],[object Object],[object Object],[object Object],Google Nexus One ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Off-Board Navigation Category Key Information Comments Maps ,[object Object],[object Object],On-Board Navigation ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],LBS Applications ,[object Object],[object Object],[object Object],[object Object],Future LBS, Navigation ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

What Is the App Store Concept for Cars? ,[object Object],[object Object],[object Object],[object Object],Smartphone Examples ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Auto App Stores ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Auto Apps Sources ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Auto Apps Future ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],What Is An App Store? Comments Key Information

Connected Vehicle Deployment 2000 2010 2020 Selective Prevalent V2V & V2I Embedded Cellular Selective Prevalent Standard Selective Prevalent Standard Driver Phone HFI Selective Selective Standard Selective Standard Selective Prevalent Selective Prevalent Selective Prevalent Selective Prevalent Selective Prevalent Standard Selective Prevalent Standard Cellular to WiFi Router China W. Europe USA US WE Cn US WE Cn US WE Cn US WE Cn

Auto Driving Forces: Telematics Solutions ECU Telematics ,[object Object],[object Object],Higher fuel economy Lower emissions Less road congestion Remote Control Telematics Driving Forces Issues ,[object Object],[object Object],[object Object],[object Object],V2X=Vehicle-to-Vehicle & Vehicle-to-Infrastructure; EV=Electric Vehicle; ECU=Electronic Control Unit Driver distraction Driver warnings Driver error fixes Apps & Services More distraction Usage restrictions Telematics Solutions Eco Telematics Safety Telematics EV Telematics V2X Telematics HFI Apps Telematics LBS/Navi Telematics “ Cloud” Telematics Internet Telematics

Telematics Feature Evolution 2010 2015 2020 ACN 2.5G Remote Diagnostics Off-Board H-U Radio Destination Download Safety & Security Voice & HFI TM Navi & LBS TM Cloud TM Internet TM ECU TM Traffic Info/Probe Voice HFI Off-board Navi SW Error Updates SW Feature Updates EV TM TSP Remote Control Remote Control Smartphone & PC RC More RC Functions Driver-selected SW Updates Advanced ACN Voice-based SMS Mobile Search Bluetooth Link EV Monitoring Collision Warning V2X TM Collision Avoidance Music Download Off-Board H-U Content Map-POI Updates Incremental Map Update EV Grid Apps-Service Video Download Driver EV Apps Vehicle Slowdown Apps Stores MP3 HFI Autonomous Driving Automated Navi Update More Safety Features More Services

Telematics Summary 2005 2010 2015 Embedded Telematics 2.5G Link Voice & IBM Safety Apps Low BW Apps TM=Telematics; IBM=In-Band Modem; BW=Bandwidth; WAVE=Wireless Access in Vehicular Environment Mobile Device Telematics Driver Phone Bluetooth HFI Phone apps Cellular WiFi Router Bluetooth HFI 2 Wireless Links Navi Apps Safety Apps 3G Phone; IBM TM Services High BW Apps Some Data Plan Data Plan via Driver Phone 3G-3.5G Other Data Plan? 3.5G- 4G Data Plan Smartphone Services & Apps 3-3.5G Link Data Plan Infotainment V2V & V2I; DSRC; WAVE Telematics Evolution: Single  Multiple Links Voice/In-Band Modem  Data Plan Low  High Bandwidth Apps 3.5G-4G Telematics Integrated?

LBS Summary Perspectives ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],LBS Opportunity ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],LBS Centric Users USA ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],LBS-Enabled Devices In-use USA ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Navi Centric Service Users USA ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],LBS-Enabled Device Sales USA The Bad News The Good News

Telematics & Wireless Carriers

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Telematics & Wireless Carriers