Overview and trends
This report describes the connected car ecosystem, in terms of applications, implementation techniques and also related business models.
It analyses the connected car strategies of manufacturers, mobile carriers and application providers.
It describes the main drivers and barriers for connected car market take-off. It also provides forecasts in volume and in value for mobile carrier opportunities.

1. Executive Summary

2. Methodology & definitions
2.1. General methodology of IDATE's reports
2.2. Scope and definition
2.2.1. Scope
2.2.2. Applications
2.2.3. Implementation

3. Market development
3.1. Key stakes
3.2. Car manufacturers
3.2.1. Synthesis
3.2.2. BMW
3.2.3. General Motors
3.2.4. Renault Group
3.3. Telcos
3.3.1. Synthesis
3.3.2. AT&T
3.3.3. Vodafone
3.3.4. Orange
3.4. Internet players - application providers
3.4.1. Synthesis
3.4.2. Apple
3.4.3. Google

4. Market analysis
4.1. Drivers and barriers
4.1.1. Drivers
4.1.2. Barriers
4.2. Market estimates
4.2.1. Volume
4.2.2. Value
4.3. Synthesis
4.3.1. Technology sustainability issues
4.3.2. Business models: split billing and share plan as solution?
4.3.3. Scenarios
4.3.4. US market as a leading market
4.3.5. Next steps

Tables
Table 1: Main applications in automotive industry
Table 2: Description of typical connected car services
Table 3: Car maker strategy regarding module implementation (except for electric car)
Table 4: Main connected-car deployments
Table 5: Embedded system strategies
Table 6: Tethered systems
Table 7: Smartphone integration systems initiatives
Table 8: BMW strategy regarding applications
Table 9: GM strategy regarding applications
Table 10: Summary of key elements for telematics development
Table 11: List of main regulations for connected cars
Table 12: Mobile technology specifications
Table 13: Business cases options

Figures
Figure 1: An antenna for embedded system
Figure 2: Technical impacts on hardware specifications
Figure 3: Embedded system business model
Figure 4: Mercedes COMAND Online
Figure 5: Tethered business model
Figure 6: Ford SYNC AppLink applications
Figure 7: Smartphone integration systems business model
Figure 8: Wireless hotspot
Figure 9: OnStar value proposition
Figure 10: SD card slot for map update
Figure 11: Renault R-Link ecosystem
Figure 12: The likely new value proposition of share data plan AT&T from summer 2014
Figure 13: M2M approach of Vodafone
Figure 14: Orange offerings
Figure 15: CarPlay homepage for Volvo cars
Figure 16: Siri Eyes Free button description
Figure 17: Waze
Figure 18: Lexus RX450h retrofitted as a Google driverless car
Figure 19: ECall operating principle
Figure 20: Safety elements offered by Hughes Telematics
Figure 21: Connected charging monitoring principle for Renault Z.E. electric car
Figure 22: Forecast for connected car evolution, per implementation technique, worldwide
Figure 23: Connected car connectivity revenue, worldwide
Figure 24: Smartphone requirement for Sync access from Ford
Figure 25: Business model configuration for GM and Audi A3 through AT&T
Figure 26: Description of the ITS system

Player studied
Car players
• Audi
• BMW
• Chevrolet
• Fiat USA
• Ford
• General Motors
• GM
• Honda
• Hyundai
• Hyundai USA
• Kia Motors USA
• Mercedes
• Nissan
• Opel
• PSA (Peugeot-Citroën)
• Renault
• Tesla
• Toyota
• Volkswagen

Telco Players
• AT&T
• Bouygues Telecom
• Orange
• T-Mobile
• Telecom Italia
• Telefonica
• Telenor
• Verizon Wireless
• Vodafone

Internet Players
• Apple
• Google
• Microsoft
• Samsung