2. 2Slide 2
SAFETY, SECURITY, ETC
• Emergency Call – Automatic
– Airbag ECU TCU call
• Emergency Call – Manual
– Manual Switch TCU call
• Breakdown Call
– Manual Switch TCU call
• Stolen Vehicle Tracking
– Police Report Service TCU
• Remote Control
– Authentication TCU Function
• Remote Monitoring
– Query Service Status
• Remote Diagnostics
– Periodic / DTC TCU Status
• Insurance Services
– Provider TCU Status
• Eco-Drive
AUTOMOTIVE TELEMATICS SERVICES
• EV Services
– Charge Status / Range / Route
• Fleet Management
– Use / Op. Efficiency / Maint. Sched.
CONNECTED NAVIGATION
• Off-Board Navigation
– Turn-by-Turn / Google Earth / TTS
• Route Guidance
– Turn-by-Turn / Operator Guided
• Traffic Reports (data)
– Mobile Phone / Radio
• Traffic Reports
– Operator / TTS
• Car Park Spaces
• Weather Reports
– Visual / Verbal / Mobile / Radio
• In-Car Local Search
• Point-of-Interest Search
– Call Operator Nav. System
• Destination Send-to-Car
– Route Plan on PC Access in Car
• Concierge Services
– Wide Requests / Luxury Cars
INFOTAINMENT
• News, Stocks and Sports
– Aggreg. Serv. Visual / Verbal
• In-Car eMail
– Reading Only / TTS
• Internet Access
– Full Browser 3G / EDGE & SIM
Source: http://www.gpsbusinessnews.com/downloads/SBD-Telematics-Guide-Extract_t10259.html
• Several services offered but a few
are highly favored by users
• Geography dependent regulations
will likely establish some features
as fixtures of future cars
3. 3Slide 3
OEM Embedded
Use factory-installed
embedded module to connect
to a service network
Required for safety and
security features
Either integrated into IVI
system or standalone unit
DEFINITION, CLASSIFICATION, FORECAST
CE Device Based (Integrated)
Use consumers’ mobile
devices to establish a two-
way data connection for
services
Lower-cost alternative to
OEM embedded
Hybrid(Tethered)
Feature both an embedded
TCU and the option to use a
connected CE device to
provide a data connection
Automotive Telematics sending and receiving information automatically
from cars through the integrated use of telecommunications and informatics
Sources: www.ihs.com, www.statista.com
• Several studies project the
Hybrid solution to become norm
• Some studies project the
Embedded solution to be norm
5. 5Slide 5
OEM System OEM Embedded
CE Device Based
(Integrated)
Hybrid
(Tethered)
Audi Audi Connect
BMW Connected Drive
Mercedes Benz Connect Me / Assist Me
Ford Sync
Nissan Nissan Connect
GM OnStar
PSA Peugeot Coonect Box
Renault R-Link
Tesla
Toyota Touch & Go
Volkswagen Car Net
TELEMATICS SYSTEMS BY OEM
http://www.everis.com/global/WCRepositoryFiles/everis%20connected%20car%20report.pdf
• Many car manufacturers are playing in the embedded, integrated, and the hybrid spaces
• Whether the projections for the embedded or the hybrid will come true needs to be seen
6. 6Slide 6
Revenue / Cost Detail
Operating Revenue
• Activation Fee
• Subscription and/or Usage Fee
• Hardware - Telematics Control Unit (TCU)
Direct Operating Costs
• Network Access Activation
• Call Centers Content
• Hardware
Indirect Costs
• Administration/ Overhead - Billing Advertising Marketing
• Legal
• Facilities
Other Income and Expenses
• Royalties
• Subsidies
• Advertising
• Carriage Fees
• Transaction Fees
Startup Costs
• Product Development
• Network Operation Center
• Working Capital
FINDING PROFITS IN TELEMATICS
• Primary operating costs are related to wireless network access and the call centers
• Network carrier & call center costs must be less than the subscription fees from consumers
7. 7Slide 7
Areas Specifics Players
Software
• Telematics Network Operating System
• Auto-specific middleware
• Auto-specific HMI software
QNX, Android, Windows Embedded
Compact, Mirror Link, Car Play
Hardware
• Wireless Communication Infrastructure
• Telematics Control Units
• Modems
• Head Unit Display
Continental, Harman Becker, Denso,
Flextronics, Qualcomm, Panasonic,
Pioneer, Alpine
Applications • Map, Traffif Information, Music, Social Networks
3rd Party application development through
SDK – BMW, Ford, GM, Peugeot, Toyota
Telematics Services • Delivery of Content Airbiquity, Agero, Connexis, WirelessCar
Connectivity • Mobile Network Operators
Verizon, AT&T, VODAFONE, T-Mobile,
Sprint,
Alliances
• V2V Communication Consortia
• Standards and Norms
PARTNERS & PROVIDERS
http://www.everis.com/global/WCRepositoryFiles/everis%20connected%20car%20report.pdf
• Many players from automotive and other spaces
• Needs a more detailed analysis to come up with competitive landscape assessment
8. 8Slide 8
• The open question of embedded solution versus hybrid solution requires that both solutions be
offered for the next five years or so.
• Automotive OEMs must figure out the right way to bring together users and third-party content
providers, in order to be able to offer their customers the kind of connected experience they demand.
• Automotive telematics increases the complexity of developing cars, opening the door to increased
customer annoyance and recall possibilities.
• Telematics could help automotive OEMs in establishing closer, more profitable connections with
customers.
• Telematics could help automotive OEMs retain their past customers but is not likely to help increase
profit margins
• Finally, customers demand connectivity but have security doubts and are only partially willing to pay
for it.
CONCLUSIONS