Embed Size (px)
Citation preview
Trailer Telematics: Perceived as a Catalyst for Fleet Optimization
Niranjan Manohar, Senior Research AnalystAutomotive & Transportation Automotive & Transportation
August 2011
Functional Expertise� More than 4 years of work expertise, which includes 2+ years of market research and consulting experience.
Particular expertise in:
- Time to market planning and growth strategy formulation – Strategic recommendations in advancedautomotive technologies market
- Market analysis and business opportunity assessment; benchmarking
- Product portfolio review, Due diligence
- Analyzing best practices executed by different companies in terms of product differentiation, businessdevelopment, market leadership, customer service and green initiatives
Industry Expertise� Experience in strong negotiations and leveraging long-standing working relationships with senior executives
in the
- Automotive Advanced Driver Assistance Systems
- Electric Vehicles
- Automotive Insurance (Usage Based)
Today’s Presenter: Niranjan Manohar
2
- Automotive Insurance (Usage Based)
What I bring to the Team� Market research and consulting for the automotive market
� Self-motivated to achieve peak performance, maintain top quality standards and meet aggressive researchobjectives
� Multi-tasking talents in team supervision, scientific collaboration, large-scale presentations, needanalysis, organization and attention to detail in time-sensitive situations.
� Experience in system architectures pertaining to software and communication systems
Career Highlights� Before Frost & Sullivan, experience in Design, Development & Testing of web based application using Java
framework technologies. Defining process for software configuration management (SCM) & Quality Testingfunctionalities at POLARIS Software Labs Ltd:
Education� MSc Computer Control Automation, Nanyang Technological University , Singapore
� B.E (Electronics & Communication Engineering) University of Madras, Chennai, India
Research AnalystAdvanced Automotive
Technologies
Frost & SullivanNorth AmericaChennai, India
Agenda
Section
Evolution of Trailer Telematics
Product Life Cycle Analysis
Market Snapshot
Key Market Trends
Trailer Telematics Product and Service Package
3
Trailer Telematics Product and Service Package
Trailer Telematics Technology Roadmap
Market Participants and Packages Offered
Trailer Telematics Benefits
Profile Snapshot
Key Conclusions
Appendix
Evolution of Trailer Telematics
Optimized trailer inventory pools
and reduced yard checks
Seamless data transmission ����
cellular and satellite technology
Enhanced visibility for trailer and cargo
Untethered trailer tracking
Controlling trailer operating and downtime cost
Back office automation for data analytics
Advanced power management
Current
Future Of Trailer
Telematics
4
Manual data transfer and updates
Difficulty in monitoring trailer idle time
Lack of visibility on assets
Poor trip scheduling
High cost of devices
Excessive data, too little
information
Trailer Telematics
Trailer Efficiency
Operational Efficiencies����
Route Optimization
����Asset Tracking and Management
Advanced power management
capability for tracking devices
Past
Product Life Cycle Analysis of Key Trailer Telematics Services
Trailer Telematics Market: Product Life Cycle Analysis, 2010-2017
5
Source: Frost & Sullivan
Introduction Growth
Trailer Tracking
Security Services
Time Critical Information Management
Integrated Tractor-Trailer Telematics Cargo/ Temperature Sensing
Maturity
RFID Tagging
Market Snapshot of European and North AmericanTrailer Telematics MarketClear signs of development, as vast majority of trailer population is not penetrated
Trailer Telematics Market : Trailer Telematics Subscriber Penetration (Europe), 2010 & 2017
Eu
rop
ean
Tra
iler VIO
(Millio
ns)
European Trailer
Addressable Market
0.0
0.5
1.0
1.5
2.0
2.5
3.0
3.5
CAGR ~ 27.6%
Implications
6
Trailer Telematics Market : Trailer Telematics Subscriber Penetration (North America ), 2010 & 2017
Note: All figures are rounded; the base year is
2010. Source: Frost & Sullivan
2010 2017Eu
rop
ean
Tra
iler
0.0
Note: All figures are rounded; the base year is
2010. Source: Frost & Sullivan2010 2017
No
rth
Am
eri
can
Tra
iler
Po
pu
lati
on
(Millio
ns) North American Trailer
Population
0.0
0.5
1.0
1.5
2.0
2.5
3.0
3.5
4.0
4.5
5.0
5.5
6.0
6.5
7.0
7.5
CAGR ~ 8.8%
Implications
Key Market TrendsCustomer satisfaction levels have improved with current trailer telematics solutions ensuring
repeat business
Market Trends – North America
AnalysisAnalysis
Price-sensitiveness of the market is ensuring a future where price declines in both hardware and services market.
Food Modernization Act and the indirect influence of CSA 2010 are expected to help accelerate telematics adoption in trailers.
Market Trends – Europe
Need for effective mobile asset monitoring and associated tangible benefits help increase adoption of trailer security applications
Driven by the need to enhance supply chain and logistics efficiencies, telematics vendors conditions are facilitating the adoption
Trailer Telematics Market: Market Trends (North America and Europe), 2010
7
telematics adoption in trailers.
System-level integration of disparate security and diagnostics functions are enabling hardware synergies and facilitating prognostics through telematics.
Improving sensor technologies lead to sensor fusion, improvement, and expansion in data collection methods, enriching telematics content and applications.
Low High
conditions are facilitating the adoption
Efficient battery management technologies will help mitigate power generation issues to offer an uninterrupted flow of critical data
Trailer telematics needs to be bundled as broader service offering.
Trailer Telematics
Source: Frost & Sullivan
Trailer Telematics Product and Service PackageExtensive options for fleets and leasing channels
High End Trailer Telematics
Hardware cost
Service cost
Trailer Telematics Market: Product and Service Range (North America and Europe) 2010
Trailer Telematics Market: Percent Split among Hardware, Service and Installation (North America and Europe ), 2010
Perc
enta
ge S
pilt
Hardware
Installation
Service
20%
40%
60%
80%
100%
8
Hardware cost
Mid Level Trailer Telematics
Entry Level Trailer Telematics
Hardware cost Service cost
Service cost
Source: Frost & Sullivan.
0%
20%
40%
60%
80%
100%
Hardware Service Installation
0%
Hardware Service Installation
Perc
enta
ge S
pilt
Hardware
Installation
Service
Level Of Services Offered
Trailer Telematics Technology RoadmapNear and Long-term focus on asset optimization
2000 2010 2013 2015 2017
Single Mode Dual Mode Multi Modal-intelligent to choose the Network by Cost/Data
Multi Modal
ADAS Telematics
Industry Trends
Network Architecture
Virtual Integration with suppliersVertical Integration
Horizontal Integration among logistics partners
Indirect TPMS � Direct TPMS � Direct TPMS with Continuous Monitoring
Trailer Telematics Market: Trailer Telematics Technology Roadmap (Europe), 2000-2017
9
2G 3G 4G – LTE
Satellite
Bluetooth, RFID, Wi Fi, DSRC, Wi Max
Data Channels
Trailer-to-back-office (Real-Time)
Communication Technology
In-trailer Data Analysis
Integrated Truck Trailer Data Analysis
Manual Data Transfer (USB)
Source: Frost & Sullivan
ABS, ESC, Roll Over Stability, BSD (top and side of trailer)
Market Participants and Packages OfferedNew feature evolutions make available opportunities for fleets to pick the right vendors with
right services
Market Participants in Europe
Market Participants in Europe
Novacom Europe
IDEM-Krone
Market Participants In North America
Market Participants In North America
SkyBitz
ID Systems
Trailer Telematics Market: Market Participants and Package Offered (North America and Europe), 2010
Low EndLow End Mid EndMid End High EndHigh End Low EndLow End Mid EndMid End High EndHigh End
10
Cybit / Masternuat
Schmitz Cargobull (Cargobull Telematics)
IDEM-Krone
Transics
Qualcomm
Star Trak
Qualcomm
ID Systems
PAR LMS
TransCore
Source: Frost & Sullivan
Trailer Telematics Benefits Telematics is considered as an assurance tool for many fleets to remain profitable
Primary Benefits
Fleet operators enjoy direct benefits as
telematics helps elevate their profile in a
competitiveEnvironment.
Trailer Telematics Market: Benefits (North America and Europe), 2010
Telematics Vendors
Hardware Suppliers
Fleet Operators
11
Trailer Telematics Benefits
Associated Benefits
Successful vendors and suppliers are the ones who mirror fleet operators’ purchasing
decision.
Data Analysis
Source: Frost & Sullivan
Profile Snapshot SkyBitz solutions operate over a diversified communications network with 90% of its
packages providing dual mode coverage
GEMINI GLS 400
Hardware - $ 420 - $ 440
Service - $ 10 - $ 12
(2 reports per day)
GEMINI GLS 410
Hardware - $ 585 - $ 600
Service- $ 10 - $ 12
(2 reports per day)
Titan GXS1250
Hardware - $ 215 - $ 230
Service- $ 8 - $ 10
(2 reports per day)
Falcon GXT1000
Hardware - $ 420 - $440
Service- $ 12- $15
(2 reports per day)
SKYBITZ
What can be expected from a SkyBitz solution?Company Snapshot
12
Quality and Reliability
Product Functionality
Service Features
Product Innovation
Price Competence
Customer Support
International Coverage
Experience In Market
0
2.5
5
5 High
Low1
Importance LevelsImportance Levels
What can be expected from a SkyBitz solution?Company Snapshot
Major Customers
C.R. England, Inc., Landstar System,
Inc, J.B. Hunt Transport Services,
Inc., Epes Transport System, Inc,
Greif, Inc., USA Truck
C.R. England, Inc., Landstar System,
Inc, J.B. Hunt Transport Services,
Inc., Epes Transport System, Inc,
Greif, Inc., USA Truck
Wireless Provider
Light Squared, Globalstar, Kore
Telematics
Light Squared, Globalstar, Kore
Telematics
Map Provider Maptuit, Google MapsMaptuit, Google Maps
Key Conclusions
Opportunities for fragmented market participants and for newer
Trailer Telematics facilitates dynamic risk calculation which positively influence users driving behaviour.
Trailer telematics vendors need to focus on effective product/service
packaging and pricing to effectively capture fleets.
Key Conclusions
13
Opportunities for fragmented market participants and for newer entrants
Convergence is helping reinvent the automobile by creating shared opportunities and risks across an expanding value chain.
Replacement demand is expected to steadily increase, original demand is set to have a greater raise.
Conclusions Trailer
Telematics
Source: Frost & Sullivan
Next Steps
� Request a proposal for Growth Partnership Services or Growth Consulting Services to support you and your team to accelerate the growth of your company. ([email protected])
� Join us at our annual Growth, Innovation, and Leadership 2012: A Frost & Sullivan Global Congress on Corporate Growthoccurring 15 – 16 May, 2012 (www.gil-global.com)
14
� Register for Frost & Sullivan’s Growth Opportunity Newsletter and keep abreast of innovative growth opportunities (www.frost.com/news)
Your Feedback is Important to Us
Growth Forecasts?
Competitive Structure?
What would you like to see from Frost & Sullivan?
15
Emerging Trends?
Strategic Recommendations?
Other?
Please inform us by rating this presentation
Frost & Sullivan’s Growth Consulting can assist with your growth strategies
Follow Frost & Sullivan on Facebook, LinkedIn, SlideShare, and Twitter
http://www.facebook.com/FrostandSullivan
http://www.linkedin.com/companies/4506
16
http://twitter.com/frost_sullivan
http://www.linkedin.com/companies/4506
http://www.slideshare.net/FrostandSullivan
For Additional Information
Katja FeickCorporate Communications
Automotive & Transportation
+49 (0) 69 [email protected]
Cyril Cromier
Sales Director
Automotive & Transportation Europe
+33 1 42 81 22 44
17
Praveen Chandrasekar
Program Manager
Automotive & Transpotation
+91-44-66814129
Franck LevequeVice President - Growth ConsultingAutomotive & Transportation Europe+49 (0)69 770 33 21Bb: +49 (0)151 27 67 08 24 [email protected]
