[#machinetomachine #m2m ] 業界見識者による、M2Mの2013年における動向予測
投稿者＝Jeremy Cowen M2M Now Magazine
投稿日＝1/4/2013
What’s coming in 2013 in the world of machine-to-machine (M2M) communications and connected devices? M2M Now talks to a few key industry figures — now tell us if they’re talking sense or if it’s just crystal balls.
Gurmeet Singh Ahuja, MindTree
Gurmeet Singh Ahuja, M2M expert and programme director at MindTree Ltd, says that while M2M adoption gained momentum during 2011—2012, the trend has been to provide a packaged service to the end customers with one of the M2M value chain members playing the role of system integrator. Mobile network operators are strategising towards re-farming 2G spectrum and looking to migrate to 3G / 4G services completely. It is, therefore, a safe bet that the OEMs will use 3G modules. 3G modules will increase the initial cost of the device, but will help reduce the total cost of ownership as the average life cycle of M2M is much higher.
The industry will see a whole host of changes over the next few years. One trend to watch out for will be in Open Systems. Efforts continue to be made by ETSI, the European Telecommunications Standards Institute to standardise M2M systems, and the oneM2M initiative which has brought seven global Standards Development Organisations (SDOs) together. In 2013, we will see compliant products, solutions and services offered bringing openness into the system. We will also see an increase in M2M adoption by bringing down the total cost of ownership of the M2M device / solution by reducing the cost of every element. Through system openness end users will be offered many more choices, which will enable faster adoption of inter-operable M2M services.
Ahuja says, “We will see the emergence of a multitude of MVNOs offering only M2M services, and they will take advantage of open systems, reducing costs and receiving help from mobile network operators to use their network in an optimum way. M2M Roaming, which today is a big challenge, will be the ‘need of the hour’ for the transportation, logistics and automotive vertical markets. Operators and M2M service providers will have to work together to make M2M roaming possible. We will also see the emergence of Open M2M platforms, enabling service providers and niche players to integrate their offerings with M2M platforms.”
3Gを利用したM2Mソリューションが増える、と予測、また、オープンシステムによる標準化の動きもETSIやoneM2Mといった団体を中心に活発化する事が期待されている。標準化が進む要因としては総合的な価格が下がる事への期待が一番であり、これも促進される、と考えられる。価格が下がれば導入率は自然と上がる。また、標準化が進めば、異なる仕様で構築されている複数のM2Mシステム間で通信が行える（M2M Roaming）様にもなる。この辺の共通プラットホーム化はOpenM2Mというキーワードで議論されている。また、MVNOでM2Mサービスを提供するベンダーも増える模様。
Matt Hatton, director of Machina Research
Matt Hatton, director of Machina Research has made several predictions. Here are a few of them; the rest can be found at www.MachinaResearch.com:
Operator alliances
Operator Alliances will expand and their roles become clearer. To support global M2M offerings MNOs are increasingly forming into alliances. The most prominent currently are Vodafone with its partner markets, and two groupings that emerged during 2012: the Global M2M Association (Deutsche Telekom, Orange and Telia Sonera) and the grouping around the Jasper Wireless platform (including NTT DOCOMO and Telefonica), the “J-7”. During 2013 we expect a lot more operators will join these emerging alliances and that the roles of these organizations will become more apparent, e.g. with joint bidding, IMSI-swapping, and SLAs.
Data analytics, or so-called ‘Big Data’, will seize the M2M agenda. During 2012 there were a few tentative moves in this direction such as Telefonica’s Dynamic Insights business unit, but 2013 will see many of the issues crystallize. We believe that a huge amount of the value of the M2M market lies in the analysis and manipulation of the data generated by diverse sources. We will be speaking at IQPC’s Big Data Monetisation in Telecoms event (Jan 22-24, London), and publishing a Strategy Report on this topic as part of our Advisory Service in Q1, 2013.
In 2012 there were a lot of initiatives around open standards. M2M is a fragmented field with numerous different technologies, industry-specific standards and a diverse range of stakeholders. As such, it is likely that standardization in 2013 will achieve modest objectives rather than developing an all-encompassing set of M2M standards. Many companies won’t wait for standards.
テレコム業者を中心としたM2Mサービスのオペレータ間のアライアンスが今後進むものと期待される。Global M2M AssocaitionやJasper Wireless platform等既に欧州では動きが進んでいる。
いわゆるビッグデータ技術によるデータ分析も今後進む。M2Mも真の価値は如何に収集したデータを有効に活用するか、というところにかかっている、と言える。
2012年はオープン仕様に関する活動が多かったが、M2Mは未だに業界毎に異なる動きを取っている状況であり、標準化も一部しか動かない、と懸念される。それゆえ、業界自体は、標準化を待つ様な悠長な動きを取らない、と言う事も想定される、
Programmable SIMs/eUICC
will start to take off. One area where standards are important and should be finalized in 2013 is eUICC. There is a lot of interest in remote SIM management for M2M and we expect pre-standardization commercial deployments in 2013. Several issues need to be resolved to see full-scale inter-operator IMSI swapping, not least the Subscription Manager role. During 2013 there will also be discussion around how reprogrammable SIMs might affect the wider industry (i.e. handsets and mobile broadband).
eUICCの標準化が2013年に完了する事が期待されていて、それによりProgrammable SIMの市場は大きく伸びる。リモートによるSIM管理に大きな期待が寄せられていて、製品化が進むものを思われる。
Module vendors
will start to compete with MNOs. The M2M module market is becoming more competitive, pushing module OEMs to find new ways to differentiate and compete other than simply on cost. During the last year or two we have seen all of the major module vendors (Cinterion/Gemalto, Sierra Wireless and Telit) launch cloud-based device management platforms, to provide end-to-end services for M2M service users. They are in a good position to provide a simple, one-stop-shop for devices and connectivity, particularly for smaller contracts. However, it is dangerous for vendors to overstep the mark and start competing directly with their MNO customers.
モジュールベンダーはMNO(Mobile Network Operator)と今後競合関係になる。モジュールメーカ自体がクラウドベースのデバイス管理プラットホームをM2M向けのサービス事業として打ち出しているのはその要因の一つ。
Jürgen Hase of Deutsche Telekom
M2M predictions for 2013 from Jürgen Hase, VP of the M2M Competence Center at Deutsche Telekom and chairman of the M2M Alliance are:
Middleware layers
will speed up development and deployment: New horizontal middleware layers for M2M will emerge. Placed on top of existing layers such as connectivity and device management, they will provide support for common tasks in all industries – for instance, in setting up heterogeneous sensor networks for industrial monitoring. This will accelerate the development and deployment of M2M solutions, while drastically reducing development costs. Huge benefits are expected for both solution developers and adopters.
M2Mシステム開発のためのミドルウェア関連の技術が増える。このミドルウェアが充実する事により、開発期間の短縮や品質の向上に大きく寄与するものと期待している。
Big Data:
M2M is about to enter the next evolutionary stage: at the moment we collect data, but the real benefits of M2M will become apparent by analysing this data. Today, it is already possible to detect attrition in production facilities by analysing data in real time. Combined with machine learning algorithms, such applications will recognise more and more patterns and allow completely new insights into our businesses.
M2Mシステムから収集した大量のデータを分析する、とうい時代がいよいよ到来である。工場内での障害を未然に検知し、対策を有事が起きる前に打つ、等のソリューションが現実もの物となる。また、マシンラーニング技術を組み合わせる事により、全く新しいアプリケーションが登場するもの、と期待している。
Alliances:
M2M is not a locally based business. In 2013, we will witness a number of strategic alliances, which will shape the future of the M2M market. They will work to overcome a major challenge in the long run: to provide seamless services in all countries. Furthermore, alliances are necessary to improve quality of service and establish M2M communication standards.
グローバル展開をするためにもパートナーシップを利用した事業戦略の策定が必要になっている。
Automotive
will be the main driver of M2M adoption in Europe. The European Union has decided that, starting in 2015, all newly registered motor vehicles must be equipped with an emergency call (eCall) system. Automotive manufacturers will focus on integrating embedded SIMs to comply with this regulation. Furthermore, telematics and connected entertainment services are additional M2M solutions, which will be subject to mass production.
自動車産業は欧州のM2M事業を延ばしている最も大きな要因である。自動車へのSIMの内蔵をはじめ、テレマティクスやエンタテインメントサービスも順次M2M化していくものと想定される。
Healthcare
will be a key driver of M2M in the USA. Using M2M devices, a patient’s state of health can be monitored continuously. A computer checks readings such as blood pressure, pulse or blood sugar level and notifies a doctor or care workers in the event of an emergency. As American health insurances recognise the potential long-term savings, they will subsidise a great number of M2M solutions in 2013.
医療業界でもM2Mは大きく伸びる、と期待されている。入院患者から血圧、血糖値、等を常にモニターし、問題をいち早く検知する事が重要である。
John Horn, RACO Wireless
According to John Horn, president of RACO Wireless, catching the attention of many outsiders, M2M was a disruptive force in 2012. So, what can we expect in 2013?
Industry consolidation will be prominent.
M2M is ripe for an explosion of growth, made possible by the amalgamation of resources to improve scope and scale. Through M&A activities and financial backing, single companies will develop capabilities that meet the wide-ranging needs of their growing customer bases.
Rapid industry growth will continue its sizzling trend.
The need for greater convenience and productivity will create demand for M2M technology like never before seen. With companies achieving as much as 40% ROI in the first year of usage, M2M will quickly become a “must-have” solution. With this growth, spurred by investment to bring together a segmented industry, it will be critical to have enablers like RACO Wireless, to bring new solutions to market quickly.
業界内の買収や合併等の動きは活発化し、より統合されたソリューションを提供するベンダーが誕生する。ユーザ業界に於けるニーズも強まり、市場としては非常に有望視される。
Mark Yates, Research Analyst, IDC Government Insights, EMEA,
says, “The volatile context in which governments operate makes systemic change necessary. Incremental, step-by-step improvements to government effectiveness will often be the only ones affordable in the short-term.”
- At least 60% of funding for smart city projects will be focused on smart energy and intelligent transportation.
- At least 70% of smart city programs that succeed between 2013 and 2015 will be governed by joint ventures that include city leaders as key stewards.
政府での動きは短期プロジェクトが多く登場するものと期待している。スマートシティプロジェクトの６割はスマートエネルギーとインテリジェント交通機関の導入になる。また、こういったスマートシティのプロジェクトは町自体が主導になって推進されるケースが多くなる。（約７割）
InMedica, medical technology research division of IMS Research,
Says that activity monitors will rapidly increase as a share of the wearable fitness device market. The fastest growing group of consumers of wearable fitness devices are those who have an interest in tracking their everyday activity. They are not performing high intensity sports activities and just want to become more active: climb the stairs. Others, instead of taking the lift, take the occasional stroll, or walk instead of driving short distances, and change from a sedentary lifestyle to a more active one.
These increasingly fitness-aware consumers do not need a high performance GPS heart-rate monitor; what they need and are adopting at a high rate are daily activity monitors. As a result, the activity monitor market represents the largest growth opportunity in the fitness and wellness market. InMedica predicts that in 2013, the share of activity monitors in the wearable fitness devices market will increase to 44%, from 32% in 2012.
身につけるデバイス（ウェラブルデバイス）の市場は体調を監視するモニターデバイスが急成長する事によって成長する。InMedica社によると、2013年はウェラブルフィットネスデバイス市場は44%成長する、と見ている。
KORE Telematics’ Felix Chuang, senior product manager,
says that M2M adoption will move rapidly in two segments: Healthcare and payment processing. “Healthcare stakeholders understand how connected devices can improve both the economics and quality of care for patient monitoring, including: sleep apnoea, diabetes, blood pressure, heart function and other vital signs. Payment processing both in mobile wallet and fixed devices has reached critical acceptance. Consumers can see examples abound of companies integrating cellular processing ubiquitously: in restaurants, among residential service personnel, in taxis and parking meters – even wireless cash registers.”
医療業界と決済処理デバイス市場の２つが大きく伸びる、と予測される。いずれもユーザ市場でその価値が認識が高まり、ユーザ主導の具体的なニーズとして案件につながる、と言う事である。
Jean-Noel Georges, Frost & Sullivan
Jean-Noel Georges, global program director for ICT in Financial Services at analysts, Frost & Sullivan, predicts that: “The value of transactions made via mobile payment using NFC technology will reach 42.3% in 2015 and 49.6% in 2018… and the commitment of market participants to work together signifies a positive signal for Near Field Communication (NFC) development.”
He adds that, “Cloud computing will remain a cost-efficiency driver as these solutions are expanding faster than NFC-based solutions in the mobile payments space. Amidst the economic crisis in Europe, many companies are looking to reduce or minimise their investment or functional cost. As the cloud uses internet and server storage for payment purposes, associated business models will allow small and medium-sized enterprises to better reach their expenditure objectives.”
NFC(Near Field Communication)を利用したモバイルペイメント業界は大きく成長する。クラウドコンピューティングの利用が、この業界の成長に寄与し、特にSMB業界では初期投資を下げるための要因として大きく受け入れられる。
PayPal’s president, David Marcus,
predicts that NFC won’t be around after 2013, saying he thinks that NFC for payments will “fail to gain mass adoption.” Computerworld reports that Marcus predicted this in a blog, stating he doesn’t believe that “tapping a phone on a terminal [is] any easier than swiping a credit card.” Apparently, he doesn’t believe it’s providing additional value to encourage consumers to change their behaviour. PayPal chose not to use NFC for its recently announced in-store mobile payment system; instead, it is having customers check in to a store using the PayPal mobile app, then the store can see a profile at the point of sale (PoS) and charge a customer’s account by tapping the customer’s picture. Marcus noted in the same blog post that the cash register will become mobile.
PayPal社としてはNFCは成功しない、と断言。NFCになったからと言って、ユーザ[IS1] の利便性が上がる、という事は無い、というのが論点。
Yankee Group associate analyst, Jordan McKee
responds that the PayPal president’s remarks on how the technology fails to provide convenience are “quite comical, given that PayPal’s current mobile payment platform involves keying in a 10-digit phone number and four-digit pin. Admittedly, NFC faces somewhat of an uphill battle before it can gain traction in mobile payments. But to rule out the technology altogether is outlandish at best — especially given the interest it continues to garner from all facets of the mobile money community. Simplicity and convenience, the hallmarks of NFC, are difficult to overlook for merchants and consumers alike, thus positioning it well for future adoption.”
Yankee groupのアナリストは、Paypalの論点はおかしい、と反論。ただ、NFCが実際に市場に浸透していくまでにはまだ時間はかかる、と見ている。
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