Download presentation
Presentation is loading. Please wait.
Published byJessica Todd Modified over 9 years ago
1
WAVECOM©2005. All rights reserved Confidential 1 Market Overview 2007 Distributors Conference Olivier Beaujard VP Business Development April 2007 Wavecom Confidential
2
WAVECOM©2005. All rights reserved Confidential 2 Segmentation Definition WAVECOM© 2006 All rights reserved Wavecom Confidential
3
WAVECOM©2005. All rights reserved 3 Segmentation Definition M2M Automotive Control & Monitoring: Industrial Automation, Facility Management, Traffic signals, Display… Sales & Payment : Vending, Cash Registers, EPOS, Copiers/Printers, Parking Meters, Gambling Automatic Meter Management: Water, Gas, Electricity Tier1 / Car Manufacturers / OEM: Telematics, Infotainment Navigation built-in, Hands-free built-in, Emergency call, Remote diagnostics, Alarm built-in,… Aftermarket : Radio add on Hands-free add on Info traffic Navigation add on Alarm add on Fixed Voice : Desktop phones Payphone/Public Call Office LCR / PABX / VoIP Gateways Mobile Computing : PDAs PC Cards, PC Modems PC Embedded Entertainment : Gaming Machines Digital Media Payers Set Top Boxes Mobile Professional Home & Security : Alarms (Domestic & Pro), Telemedicine, Home Automation, Video surveillance Vehicle Remote Management: Fleet, Toll Collect, Vehicle Recovery, Pay-As-You-Drive Wavecom Confidential
4
WAVECOM©2005. All rights reserved Confidential 4 Industry Projections Worldwide WAVECOM© 2006 All rights reserved Wavecom Confidential
5
WAVECOM©2005. All rights reserved 5 The size of our markets “M2M devices shipments for N.America + W.Europe will reach 26 million for 2006..” “The number of M2M modules already totalled 92 million units in 2004…” “The worldwide M2M market is expected to be worth over 200 billion EUR in 2010…” “Cellular M2M modules shipments will reach 20 million units in 2006…” “30 million wireless M2M devices installed worldwide in 2006…” Wavecom Confidential Time for Homework !
6
WAVECOM©2005. All rights reserved 6 Volumes by Segment (K Units) Worldwide Scenario steady-state volume progression. We have a better accuracy after SE acquisition – robust and consistent figures Wavecom Confidential CAGR 27,5% 36,5% 26,6% 8,750 11,477 15,410 19,750 25,944 34,054 44,757
7
WAVECOM©2005. All rights reserved 7 Revenues by Segment (M € ) Worldwide Wavecom Confidential CAGR 14,5% 21,8% 13,7% 473 567 641 741 878 1040 1265 Market valuation model taking into account a price decrease / segment / region
8
WAVECOM©2005. All rights reserved 8 Sub-segmentation (K Units) Worldwide 8,750 11,477 15,410 19,750 25,944 34,054 44,757 Wavecom Confidential External market analysts do not have such a level of details CAGR 31,2%
9
WAVECOM©2005. All rights reserved 9 Revenue sub-segmentation (M € ) Worldwide 473 567 641 741 878 1040 1265 Wavecom Confidential Most sub-segments substantially below 100M Euros, which is one reason why semiconductor companies are not interested today CAGR 17,8%
10
WAVECOM©2005. All rights reserved Confidential 10 2006 Market Breakdown by Manufacturer WAVECOM© 2006 All rights reserved Wavecom Confidential
11
WAVECOM©2005. All rights reserved 11 2006 Market breakdown by Manufacturer Our Estimates based on field information Wavecom Confidential NB: Excludes PC cards and PDAs, which are large markets in themselves
12
WAVECOM©2005. All rights reserved 12 2006 WW Market Share – (Revenues) The Market Leader – our Estimates Wavecom Confidential
13
WAVECOM©2005. All rights reserved Confidential 13 Segments Potential 2006-2010 WAVECOM© 2006 All rights reserved Wavecom Confidential
14
WAVECOM©2005. All rights reserved 14 Segments Potential - Worldwide Revenues (2006) CAGR (2006-2010) 20% 30% 10% 5m€ 50m€ 100m€+ AMM Auto Tier1 Fixed Voice Rev. 2010 Mob. Comp. Sales Payment VRM After- Market Home& Security Control Monit. Wavecom Confidential
15
WAVECOM©2005. All rights reserved 15 Segments Potential - EMEA Revenues (2006) CAGR (2006-2010) 20% 30% 10% 5m€ 25m€ 50m€ AMM Auto Tier1 Fixed Voice Rev. 2010 Mob. Comp. VRM After- Market Home& Security Control Monit. Sales Payment Wavecom Confidential
16
WAVECOM©2005. All rights reserved 16 Segments Comparison - APAC Revenues (2006) CAGR (2006-2010) 20% 30% 10% 5m€ Rev. 2010 25m€ 50m€+ AMM Auto Tier1 Fixed Voice Mob. Comp. VRM After- Market Home& Security Control Monit. Sales Payment Wavecom Confidential
17
WAVECOM©2005. All rights reserved 17 Segments Comparison - Americas Revenues (2006) CAGR (2006-2010) 20% 30% 10% 5m€ 25m€ Rev. 2010 50m€+ AMM Auto Tier1 Fixed Voice Mob. Comp. VRM After- Market Home& Security Control Monit. Sales Payment Wavecom Confidential
18
WAVECOM©2005. All rights reserved 18 2007 Market Size and Key Segments Wavecom Confidential Worldwide APACAmericasEMEA Total Market 2007 Revenue (M€) 740,6240,2239,6260,8 Volume (KU) 19,7508,5206,1805,050 Top 5 Segments by Revenue Auto Tier 1(*)Fixed VoiceAuto Tier1(*)VRM Fixed VoiceMobile Computing VRMHome & Security VRMAMMMobile Computing AMM Mobile Computing VRMHome & SecurityControl & Monitoring Home & Security Control & Monitoring Fixed Voice (*) Auto Tier1 in Americas includes all OnStar business
19
WAVECOM©2005. All rights reserved 19 Some take aways Automotive and Vehicle Remote Monitoring – Emergency services (Onstar and e-Call + Aftermarket) – Pay-as-you-drive projects (PAYD) – and road-charging programs applications driving volumes. Automatic Meter Management – De-regulations trigger projects in Europe/Oceania (accurate and actual insight in energy consumption) – Energy savings and fraud avoidance creates markets Sales & Payment good potential – Emerging countries (wireline replacement) and/or tax control and fraud protection Fixed Voice – Still growing in emerging countries Other segments relatively small, driven by local economics In summary -- Projecting market to grow steadily, although scenarios where growth is more or less. Higher growth requires mass market adoptions such as with e-Call and Onstar, PAYD, Toll-Collect and aggressive energy de-regulation roll out. Wavecom Confidential
20
WAVECOM©2005. All rights reserved 20 Teamwork to adopt an ecosystem approach Customer End Customer Car Maker Energy Supplier Insurances Banks Tier1 System Integrator Product Manufacturer Legislation / Gov. Service Provider IT Integrators Wireless Operators Influencers Partners Key Customers Key Targets End User Wavecom Confidential Distributors
21
WAVECOM©2005. All rights reserved 21 Conclusion We have a complete market analysis by application segment and by region for the first time. We believe this analysis is self consistent, and checked with figures from Sony Ericsson, but still does not have valid confirmation by an independent firm (Gartner, ABI, HR, …) There are many trends that lead us to believe that the market will grow steadily, with the possibility of discontinuous, more rapid growth, as some applications gain mass market adoption. Largest highly fragmented segments: VRM / Control Monitoring / Fixed Voice / AMM – through distribution network Number #1 leading supplier on the market – 2007 will be the year of recognition Wavecom Confidential
22
WAVECOM©2005. All rights reserved 22 2007 : TRY CONVERSION !
23
WAVECOM©2005. All rights reserved Confidential 23 WAVECOM© 2006 All rights reserved Wavecom Confidential THANK YOU !
24
WAVECOM©2005. All rights reserved 24 Subsegmentation Data (K Units) Worldwide Wavecom Confidential
25
WAVECOM©2005. All rights reserved 25 Revenue subsegmentation Data (M € ) Worldwide Wavecom Confidential
26
WAVECOM©2005. All rights reserved 26 EMEA – Volumes by segment (K Units) 4580 6180 8754 11844 15770 Wavecom Confidential
27
WAVECOM©2005. All rights reserved 27 EMEA – Volumes by segment (K Units) Top 5 segments by 2009: – Automatic Meter Management – Vehicle Remote Management – Home & Security – Sale & Payment – Fixed Voice Wavecom Confidential
28
WAVECOM©2005. All rights reserved 28 EMEA – Revenues by segment (M Euros) 212,5 260,8 327,5 406,4 498 Wavecom Confidential
29
WAVECOM©2005. All rights reserved 29 EMEA – Revenues by segment (M Euros) Top 5 segments by 2009: – AMM – Vehicle Remote Management – Home & Security – Sale & Payment – Control & Monitoring Wavecom Confidential
30
WAVECOM©2005. All rights reserved 30 APAC – Volumes by segment (K Units) 6910 8520 10550 13350 17178 Wavecom Confidential
31
WAVECOM©2005. All rights reserved 31 APAC – Volumes by segment (K Units) Top 5 segments by 2009: – Fixed Voice – Mobile Computing – AMM – Vehicle Remote Management – Home & Security Wavecom Confidential
32
WAVECOM©2005. All rights reserved 32 APAC – Revenues segment (M Euros) 220,6 240,2 270,4 299,0 354 Wavecom Confidential
33
WAVECOM©2005. All rights reserved 33 APAC – Revenues segment (M Euros) Top 5 segments by 2009: – Fixed Voice – Mobile Computing – AMM – Vehicle Remote Management – Home & Security Wavecom Confidential
34
WAVECOM©2005. All rights reserved 34 Americas – Volumes by segment (K Units) 3920 5050 6640 8860 12029 Wavecom Confidential
35
WAVECOM©2005. All rights reserved 35 Americas – Volumes by segment (K Units) Top 5 segments by 2009: – Auto Tier 1 – Home & Security – Vehicle Remote Management – Control & Monitoring – Mobile Computing Wavecom Confidential
36
WAVECOM©2005. All rights reserved 36 Americas – Revenues by segment (M Euros) 209,6 239,6 280,4 335,2 418 Wavecom Confidential
37
WAVECOM©2005. All rights reserved 37 Americas – Revenues by segment (M Euros) Top 5 segments by 2009: – Auto Tier 1 – Home & Security – Vehicle Remote Management – Control & Monitoring – Mobile Computing Wavecom Confidential
Similar presentations
© 2025 SlidePlayer.com. Inc.
All rights reserved.