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Slide 1: THE EMERGENCE OF SMART BUSINESS RESEARCH REPORT Machine-To-Machine (M2M) & Smart Systems Forecast 2010-2014 Harbor’s market analysis on how networks of companies, customers, people and intelligent devices are driving the convergence of The Internet of Things and The Internet of People Harbor Research, Inc. SAN FRANCISCO | BOSTON | ZURICH
Slide 2: The Emergence of Smart Business Forecast Report Overview T he Pervasive Internet and the new world of Smart Systems are ushering in an era where people, machines, devices, sensors, and businesses are all connected and able to interact with one another. As these previously disaggregated parties come together, new modes of collaboration and intelligence will abound fostering a trend that we call “Smart Business.” Machineto-Machine communication (M2M) systems are merely the starting point. The development of the Pervasive Internet and the evolution toward Smart Business practices will enable a truly connected world. Inputs from machines, people, video streams, maps, newsfeeds, and sensors will be digitized and placed onto networks. This will lead to the convergence of the physical & virtual worlds, thus enabling collective awareness, creativity, and better decision making capabilities for societies that increasingly rely on real-time information and interactions. Many observers believe that this phenomenon will drive the largest growth opportunity in the history of business. Scope of Study The Pervasive Internet is a global technological opportunity of unprecedented proportions. The technology behind the Pervasive Internet will ignite an era of Smart Systems and Business that radically transforms customer service, resources allocation, and productivity in general. In this new era manufactured objects, general infrastructure, people, and businesses will be connected and communicating constantly. As the world becomes connected, societies and governments alike will be able to respond to the needs of both citizens and assets in real time. The Internet is the primary driving force on the path to a truly connected world. First, the Internet gave us e-mail and the Web. Then came e-commerce and the ability of consumers and businesses to quickly purchase items, as well as the ability of retailers and businesses to build close relationships based on customer preferences. But the next phase will be much more profound. It includes shared and secure Internet access for device interaction—in many cases with no human intervention at all—as well as network-based services such as status monitoring, usage tracking, consumable replenishing, and automated repair. These new services are based upon the convergence of networks, embedded computing, control, content, and sensor feedback. Our analysis and research is focused on understanding the strategic business implications of growth within the emerging Smart Systems arena. The research addresses the following key questions: Harbor Research © 2010 Harbor Research, Inc. All rights reserved 3 2
Slide 3: The Emergence of Smart Business Forecast Report Overview • • • • • • • • What key forces are impacting adoption of Smart Systems, M2M and connected product solutions? What devices and applications are driving intelligent device networking? What are the business models manifesting in each major vertical market and venue? What is the size and growth rate of the opportunity? What managed services opportunities are developing by vertical market? Which enabling technologies are gaining ground? How will software architecture and tools evolve over the next several years? What issues and hurdles are there in the market impacting adoption of Smart Services? Smart Systems Opportunity Scale Source: Harbor Research, Inc. PRONOUNCEMENTS ABOUT FUTURE SCALE OF OPPORTUNITY Many IT equipment suppliers and wireless carriers have made recent pronouncements concerning the scale of the Internet of Things. Our analysis points to the many significant challenges in realizing such growth: • • Challenges in adopting new business models and making the business case to support investments. Complex services and solution delivery eco-systems that require businesses to relate in new and different ways. Harbor Research © 2010 Harbor Research, Inc. All rights reserved 3
Slide 4: The Emergence of Smart Business Forecast Report Overview • • • Anticipation of new product, service and systems innovation modes that are not widely adopted today. Fragmented M2M and Smart Systems vendor landscape that is not yet well aligned with the larger IT infrastructure and carrier players. Requirement for vertically-focused solutions from a supply-side world that historically has been far more horizontally driven. Though their business models are intermingling today, all of the major categories of solution suppliers (or as we like to call them - “The IT and Network Arms Merchants”) have historically operated within well-established business models that reflected the distinctive competencies that each group believed to be at its core. The advent of Smart Systems is causing a blurring between these legacy business models forcing all the major suppliers to re-think their strategies. We do strongly believe that the Pervasive Internet and Smart Systems market opportunity is reaching a new level of maturity; there is now substantially greater recognition of the technological capabilities and the potential benefits of connecting devices to the Internet than there was even 2 years ago. This represents a whole new generation of technology innovation and, if history repeats itself because certain conditions repeat, we expect to see a significant wave of growth in Smart Systems. HARBOR’S COVERAGE IS EVOLVING We have used the term “Pervasive Internet” and “Machine to Machine (M2M)” to describe the technologies that drive integration of all forms of manufactured devices and machines whether they be fixed, movable or fully mobile. Historically, Harbor’s coverage of the “connected device” opportunity excluded mobile IT appliances and telephony devices. Back in 2002, we believed that while these device segments represented a market that would certainly grow to use the Internet extensively for improved data collection and information sharing between people (it represented, at that time, a world of “eyeballs and keyboards” where the Web’s central value derived more from people than from machines), it was far from clear how fast these two worlds would converge to create products such as the blood glucose monitoring application for the iPhone. In 2001 the concept of a smartphone, such as the iPhone, was still some years away from reality. Well that has all changed. Over the past five to eight years a blurring of lines has occurred between human or IT-centric and machine-centric technologies and systems. In this report, we are introducing a new concept -- Smart Systems and Business -- In the Smart Systems world, device/machine connectivity becomes significantly more universal and segments into two broad groups: Harbor Research © 2010 Harbor Research, Inc. All rights reserved 5 4
Slide 5: The Emergence of Smart Business Forecast Report Overview • Information Technology-Centric (IT) Devices: This group includes mobile IT devices such as phones, smartphones, tablets, as well as fixed IT devices and equipment such as desktop PCs, servers, switches, etc; • Machine [Non-IT] -Centric Devices: This group includes all other smart networked equipment -- any intelligent device (e.g. sensors, instruments, controllers, etc.) or intelligent machine (regardless of whether it is an electronic or electro-mechanical machine -- appliances, vehicles, HVAC systems, power equipment, diagnostic equipment, vending machine, etc.). Smart Systems Scope Intelligent Device Hierarchy Mobile Phones, Smart Phones, Notebooks Mobile Terminals Tablets, Media Players Desktop PCs Servers/Storage Routers/Switches/Gateways Printers/Imaging Game/Media Equipment & Players Consumer/Commercial Vehicles Off-Highway Vehicles Air/Rail/Transit/Marine Navigation Systems Mobile Healthcare Devices Building Equipment Retail/Vending/POS/ATMs Industrial Machinery Healthcare Equipment Power Distribution Equip Infrastructure Equipment Controllers Sensors, Instruments Meters Microprocessors Microcontrollers 2010 Mobile IT Appliances, Telephony & Terminal Devices Will Become Integrated Into Systems That Include Signals & Data From Sensors, Machines & Equipment Approximately 130 Million MachineCentric Devices Expected To Be Integrated in 2010 Mobile Info Devices Static Info Appliances 1.4 billion* 1.0 billion* Mobile Devices .25 Billion** Static Devices 5 billion** 20 billion Embedded Devices To Avoid Double Counting, Embedded Components Are A Sub-Set Of The Overall Opportunity * 2010 IT-Centric Device Shipments ** 2010 Machine-Centric Device Enablement Potential Source: Harbor Research, Inc. In this report, we are not attempting to cover the many IT terminal/appliance categories individually -- there are just too many. What we are intending to do is cover those IT device segments that are on the boundary of machine and IT infrastructure integration as well as the impact IT devices are beginning to have on the user and the user experience (e.g. using your smartphone to check on power/energy usage or to schedule a ZipCar rental). Today, we believe the true convergence of IT devices with machines and, more importantly, the integration of these two worlds is now taking shape. Thus, we chose the concept of Smart Systems to characterize the full measure of the evolving “connected” opportunity. Harbor Research © 2010 Harbor Research, Inc. All rights reserved 5
Slide 6: The Emergence of Smart Business Forecast Report Overview SMART SYSTEMS TRENDS & DYNAMICS Harbor believes Smart Systems will drive a multi-year wave of growth based on the convergence of innovations in software architectures; back-room data center operations; wireless and broadband communications; and smaller, more powerful, and more numerous client devices connected to personal, local and wide-area networks. We expect the rate of investment in Smart Systems to be measurably higher than in maturing IT systems and network infrastructure and occur in four key areas: • • • • Smart System Platform Technology To Integrate Systems and Applications Purpose-Built Device & Hardware Innovation To Support New User Experiences Business Process Integration Value-Added Application Services Beyond mobile phones, laptops and other traditional IT devices connected to networks, the scope of what is considered an “intelligent” device is expanding as more and different products get connected to the network. Health monitoring devices on the body, telematics in vehicles for safety, automated service scheduling, and driver convenience as well as smart grid equipment and meters that can monitor real-time electricity usage – all delivered via the Internet. We are entering an age of enhanced asset awareness, where real-world assets (e.g. HVAC systems, shipping containers, shop-floor machinery, pipelines, etc.) can monitor events, execute rules, and automate business processes. Intelligent device communication is converging with IT and network infrastructure to enable vast improvements in efficiency and productivity. The technology and market forces that are driving business and government interest in smart machine to machine (M2M) solutions are many, including: • • The cost of devices will continue to plummet with advances in silicon, packaging and integration technology making them network fluent and affordable to virtually everyone; A ubiquitous broadband infrastructure (significantly ahead of most predictions) has been developed, which is enabling virtually everyone in the developed world to be connected to other users, to new types of sensors and instruments and to massive processing and storing infrastructure; Carriers are dramatically reducing their monthly fees for cellular device links -- most network service providers worldwide have deployed IP networks on a broad scale and the wider availability of 3G wireless networks is fostering market adoption; The storage capacity and processing power of computers will continue to grow exponentially and enable a whole new generation of infrastructure to perform an enormous • • Harbor Research © 2010 Harbor Research, Inc. All rights reserved 7 6
Slide 7: The Emergence of Smart Business Forecast Report Overview variety of data management tasks - both carriers and IT infrastructure providers are working to develop software and data management platforms to support new managed services; • The miniaturization of components and the integration of a broad range of sensing capabilities into intelligent devices will continue to provide a variety of features that support the integration of digital information and sensory inputs from the physical world, thus broadening the range of possible applications available; The continuing developments of IT systems, the Internet and of next generation telecommunication network architecture will enable movement and analysis of very large amounts of information (much beyond traditional communication and messaging) which will extend the value of managed services; Finally, technology advances have improved and simplified system and user interfaces and interactions which, in turn, is driving adoption of new business models. • • Tied to these market and technology forces are a number of regulatory and economic stimulus efforts such as smart grid and healthcare initiatives that are also fostering increased market adoption. End customers participation in the design, development and management of Smart Systems will rise during this next period of market development: • End users will emerge as a force and place greater emphasis on vertical solutions that readily integrate with enterprise systems, innovative solution design and more effective service and support. Demand for adaptability, agility and features will grow. Innovation in product and systems design will be heavily rewarded. Customers will creatively apply and integrate technology in their work and personal lives to unimaginable levels. Customers will require a tailored experience from service providers. Not only do customers expect suppliers to anticipate their specific needs, they will want suppliers to project an experience for them -- Smart Systems are driving home the importance of user experience. • • STUDY COVERAGE Harbor segments the market into ten key venues as listed below. We analyze opportunities within each venue and related customer segments. Our coverage includes over 300 specific devices and machine types central to the M2M community. • Buildings / Facilities / Homes: HVAC /Environmental Systems, Access Control Systems, Transport Systems, Lighting Harbor Research © 2010 Harbor Research, Inc. All rights reserved 7
Slide 8: The Emergence of Smart Business Forecast Report Overview • Energy & Power: Power Generation, Distributed Generators, Alternative Energy, LV Power Devices • Industrial: Automation & Control Equipment, Capital Equipment • Healthcare: Medical Devices Venue Map For Connected Intelligent Devices Pervasive  Internet  &  Smart  Services    Resources      Energy    Industrial    Buildings        Retail       Healthcare    IT  &  Networks   Transporta)on   Safety  &  Security    Consumer/Professional   Stores   •   Groceries   •   Clothing   •   Electronics   •   Furnishings   •   Hardware   •   Convenience   Hospitality   •   Hotels   •   Restaurants   •   Bars/Clubs   •   Cafes   Services     •   Financial   •   Fuel  StaIons   •   Cinema   •   Exercise   •   Cleaning        Ins)tu)onal   •   EducaIon   •   Healthcare   •   Stadiums/Venues   •   Airports  &  StaIons   •   Campuses    Commercial   •   Office   •   Retail   •   Hospitality   •   Services   Industrial   •   Process  Plants   •   Factories   •   Warehouse   •   Laboratories   Home   •   ResidenIal   •   MulI-­‐Family   •   Mobile   Care                 •   Hospitals   Personal   •   In-­‐Vivo   Research   •   Drug  R&D     •   Nursing  Homes     •   TesIng  Devices   •   Research  Labs     •   DiagnosIc  Lab   •   Mobile  POC   •   Monitoring       •   Clinics   •   Doctor  Office   Devices:      POS  Terminals,  Kiosks,  Cash  Registers,                                    Vending  Machines,  Signs,  Tags,  etc.   Devices:      HVAC,  VerIcal  Transport,  Fire  &  Safety,  LighIng,  Security,                                        Access  Control,  etc.   Devices:  Imaging,  DiagnosIcs,  Monitor,  Surgical  Eqp                                  Beds,  Pumps,  Implants,  Test  Sys,  etc.       Professional   •   Office  Work   •   Technical  Work   •   Services   Consumer   •   Home  AutomaIon   •   Mobile  Appl.   Agriculture   •   Farms   •   Vineyards   •   Livestock  Mgt.   •   IrrigaIon        Mining             •   Surface  Mines   •   Underground        Mines   •   Transport   Oil/Gas     •   ExploraIon   •   ExtracIon   •   Transport  /            Pipelines   Water     •   Water  System   •   Wastewater  &          Sewage   •   Reservoirs   •   Rivers   Supply   •   Power  Gen   •   Transmission        Sys   •   DistribuIon            Alterna)ve     • Co-­‐Gen  Plants   •   Wind  Farms   •   Solar/PV      Demand     •   Industrial      FaciliIes   •   Commercial      FaciliIes     •   ResidenIal   Enterprise •   Large     •   Enterprises   •   SMBs     Data Centers •   Data  Centers   •   Carriers   •   ISPs   Devices:  Cell  Phones,  Smart  Phones,  TV,                                    PCs,  Netbooks,  Imaging,  etc.   Devices:      Agricultural  Equip,  Mining  Machinery,  Drilling  Equip,  Pipelines,                                    Tanks,  Watering  Equipment,  Tags,  etc.         Devices:  Turbines,  Generators,  Sub-­‐StaIons,  UPS,                                  Meters,  Breakers,  Sockets,  Switches    etc.   Devices:  Servers,  Storage,  PCs,  Routers                                  Switches,  Telephony,  etc.   Process    Industries   •  Petrochemical   •   Hydrocarbons   •   Food/Beverage   •   Bio/Pharma   Forming   Conver)ng   •   Cement   •   Glass   •   Metals       •   Paper   •   Rubber/PlasIcs   •   Metalworking   Discrete   Assembly   •   Machinery   •   Transport  Equip   •   Electrical  Equip   •   Electronics   •   Appliances   •   Instruments   Distribu)on  /   Supply  Chain   •   Dist.  Centers   •   Warehouses   •   Mat’l  Handling   •   Conveyance   On-­‐Road     Vehicles   •   Consumer     •   Commercial   •   Specialty   Off-­‐Road   Vehicles   •   ConstrucIon   •   Agricultural   •   Industrial   Non-­‐   Vehicular   • Air   • Rail   • Transit   • Marine     Transport     Infrastructure   •   Traffic  Mgmt   •   Fleet  Mgmt   •   Toll  Systems   •   Insurance  Services   Homeland     Security   Emergency     Services   Na)onal  &  Regional   Defense   •   Border  Mgmt   •   TransportaIon   •   Infrastructure   •   Law  Enforcement   •   Emergency  Healthcare   •   Fire   •   Pubic  Venues   •   Ground   •   Sea   •   Air   •   Supply  Chain   •   Command-­‐Control   Devices:    Pumps,  Valves,  Vats,  Conveyors,  Pipelines,  Motors,  Drives,  ConverIng,                                    FabricaIon,  Assembly/Packaging,  Vessels/Tanks,  etc.   Devices:  Vehicles,  Trains,  Ships,  Planes,  Signage,  Tolls,  Tracking  Sensors                                  RF  Tags,  Parking  Meters,  Cameras,  etc.   Devices:  GPS  Systems,  Radar  Systems,  Vision/Cameras,  Environmental                                  Sensors,  Vehicles,  Weaponry,  Fencing,  NavigaIon/Guidance  Sys,  etc.   Source: Harbor Research, Inc. • Retail: Scanners & Registers, Lighting & Refrigeration Systems • Security & Infrastructure: Homeland Security, Emergency Services, National Infrastructure • Transportation: Vehicles, Airplanes, & Transport Systems • Information Technology & Network Infrastructure: Switches, Servers, Storage • Resources: Mining Equipment, Drilling Equipment, Pipelines, Agricultural Equipment • Consumer/Professional: Appliances/White Goods, Office Equipment, Home Electronics Device manufacturers and service companies have important roles to play, and will be the major enablers of smart products, solutions, and systems. Virtually all markets will offer new Harbor Research © 2010 Harbor Research, Inc. All rights reserved 9 8
Slide 9: The Emergence of Smart Business Forecast Report Overview opportunities to manufacturers, as intelligence will be embedded in categories ranging from machinery and building control systems on down to consumer goods. This study examines the current state of intelligent device networking, a key element of the Pervasive Internet and Smart Systems. It also provides a perspective on emerging opportunities and threats. More importantly, this research outlines how adopters are using device networking solutions, and how device manufacturers and related service companies should leverage networking technologies to gain advantages. Harbor’s forecast provides comprehensive coverage of the intelligent device networking market. We have interviewed technology suppliers, product OEMs, service providers, experts and users to obtain a complete perspective on the marketplace. This report provides an analysis and forecast that includes all intelligently networked devices, covering both Fixed (Wireline) and Wireless technologies, including : • Wireline : Ethernet; Industrial Ethernet • Wireless WAN / Cellular : GSM/GPRS/EDGE, CDMA/EV-DO, 3G/4G, Satellite, etc. • Wireless LAN : IEEE 802.11, WiMax • Wireless PAN : Bluetooth, 802.15.4 (including Zigbee), Z-Wave, RFID, etc. We believe that this holistic approach is now essential both for suppliers looking to maximize their returns in this market and for adopters/users to take account of the different options available to them. FORECAST METHODOLOGY Harbor combines a comprehensive top-down and bottom-up approach to ensure the most accurate forecast possible. The figure below outlines our methodology: Device populations have been determined from government and industry statistics on output and installed base across the wide range of devices monitored. Data for over 300 device categories in Harbor’s eight ten Venues have been researched in this way in order to cover all areas where Harbor sees potential Pervasive Internet and Smart Services opportunities. Networking penetration of these device populations has been assessed from Harbor’s own estimates, based on input received from device suppliers and industry comparisons across device segments. At the same time, device categories have also been assessed for the alternative technologies that might be used to connect and integrate them. This approach seeks to minimize the potential for double counting of devices using different connection technologies. The results of these assessments have then been cross-checked Harbor Research © 2010 Harbor Research, Inc. All rights reserved 9
Slide 10: The Emergence of Smart Business Forecast Report Overview against actual connection module shipment data received from module suppliers, device suppliers and some distributors. • • Enablement revenue is derived from a combination of the connection module shipments, their average selling price and the costs for Hardware, Software and Engineering. Network and Carrier Services Revenue is derived from the installed base of modules actually connected rather than those shipped and the Average Revenue Per Device (ARPD). In turn, ARPD has been determined for each application as a percentage of Managed Services revenue applicable for each application. Managed Services revenue is derived by applying an average monthly service charge factor to device populations, based on individual venue and customer segment considerations derived from industry interviews. • M2M & Smart Systems Forecast Model & Methodology Source: Harbor Research, Inc. Ultimately, we integrate our forecast and findings into our analysis of business models, channels to market and customer buying behavior - both at the OEM stage of the value and delivery chain as well as in the context of end customer segments. Harbor Research © 2010 Harbor Research, Inc. All rights reserved 10 11
Slide 11: The Emergence of Smart Business Forecast Report Overview About Harbor Research Harbor Research has more than twenty years of experience providing strategic consulting and research services to product manufacturers, services organizations and core technology clients. Harbor’s strategy and business development work is organized around emergent and disruptive opportunities, with a unique focus on the impact of the Pervasive Internet—the use of the Internet to accomplish global device networking that will revolutionize business by unleashing entirely new modes of system optimization, customer relationships, and service delivery - what we call “Smart Systems & Business.” Contacts: Mark Ritorto Senior Analyst 415.615.9400 X21 Harbor Research, Inc. US: 800.595.9368 415.615.9400 Europe - Zurich +41 435 000 15 Email: info@harborresearch.com Website: www.harborresearch.com Harbor Research © 2010 Harbor Research, Inc. All rights reserved 11
Slide 12: The Emergence of Smart Business Forecast Report Overview Table of Contents Report Overview Executive Summary Chapter 1: Introduction & Market Trends 1.1 SMART BUSINESS - THE ADVENT OF SMART SYSTEMS AND BUSINESS - INTERNET OF THINGS MEETS THE INTERNET OF PEOPLE - NEW VALUE AT THE INTERSECTION 1.2 TECHNOLOGY TRENDS & FORCES - SMART SYSTEMS DRIVES NEW WAVE OF GROWTH - SMART SYSTEMS OPPORTUNITIES - NETWORK DRIVERS FOR SMART SYSTEMS - ANALYTICS DRIVES REAL-TIME VALUE - VALUE-ADDED APPLICATION [MANAGED] SERVICES 1.3 SUPPLIER TRENDS & FORCES - SUPPLIER TRENDS, FORCES & MARKET DEVELOPMENT - WINNERS & LOSERS - CONSUMER ARENA DRIVING NEW SUCCESS MODEL 1.4 ADOPTER TRENDS & FORCES - ADOPTION BEGINS TO SHIFT TO END SEGMENTS 1.5 SOCIO-ECONOMIC TRENDS & FORCES 1.6 SUMMARY 3.2 DEVICE SHIPMENTS & REVENUES 3.3 OVERALL MARKET POTENTIAL - INTERNET ENABLEMENT - NETWORK & CARRIER SERVICES - SYSTEM APPLICATIONS REVENUE STREAMS - VALUE-ADDED SERVICES REVENUE STREAMS 3.4 VENUE BASED VALUE-ADDED SERVICES - INDUSTRIAL - ENERGY & POWER - BUILDINGS & HOMES - RETAIL - TRANSPORTATION - IT & NETWORK EQUIPMENT - HEALTHCARE & MEDICAL - SAFETY & SECURITY - RESOURCES & INFRASTRUCTURE - CONSUMER/PROFESSIONAL Chapter 4: Business Models 4.1 EVOLUTION OF CONNECTED BUSINESS MODELS - PROGRESS TOWARDS SMART BUSINESS - THREE FAMILIES OF OPPORTUNITIES 4.2 SMART BUSINESS MODELS - SOLO OPPORTUNITY MODELS - TEAM OPPORTUNITY MODELS - BENEFITS OF SMART SYSTEMS 4.3 SMART BUSINESS CASE EXAMPLES - NIKE - AMAZON KINDLE & E-READERS - ZIPCAR - GOOGLE POWER METER - PALANTIRI SYSTEMS - PACHUBE - CISCO SMART CONNECTED COMMUNITIES 4.4 IMPACT OF COLLABORATION ON SMART BUSINESS Chapter 2: Venue and Application Analysis 2.1 VENUE SEGMENTATION 2.2 VENUE ANALYSIS - ENERGY VENUE - BUILDINGS VENUE - INDUSTRIAL VENUE - HEALTHCARE VENUE - RETAIL VENUE - SAFETY & SECURITY VENUE - TRANSPORTATION VENUE - IT & NETWORKS VENUE - RESOURCE VENUE - CONSUMER AND PROFESSIONAL VENUE 2.2 VENUE ANALYSIS CONCLUSIONS Chapter 5 - Conclusions 5.1 TECHNOLOGY CHALLENGES - TECHNOLOGY HURDLES 5.2 BUSINESS CHALLENGES - BUSINESS INHIBITORS 5.3 SMART SYSTEMS INNOVATION POTENTIAL - INNOVATION ACCELERATORS Chapter 3: Worldwide Device Networking Market Forecast 2010 - 2014 3.1 FORECAST MODEL Harbor Research © 2010 Harbor Research, Inc. All rights reserved 13 12
Slide 13: The Emergence of Smart Business Forecast Report Overview Appendix A Networking Technology Perspective Appendix B: Supplier Profiles Appendix C: Forecast Charts & Tables Total Devices Shipped by Technology: Worldwide Total Devices Shipped by Technology: Worldwide Total Device Revenue by Technology: Worldwide Total Device Revenue by Region: Worldwide Total Devices Shipped by Venue: Worldwide Total Device Revenue by Venue: Worldwide Wireline Devices Shipped by Venue: Worldwide Wireline Device Revenue by Venue: Worldwide Wireline Devices Shipped by Venue: North America Wireline Device Revenue by Venue: North America Wireline Devices Shipped by Venue: Europe Wireline Device Revenue by Venue: Europe Wireline Devices Shipped by Venue: AsiaPac Wireline Device Revenue by Venue: AsiaPac Wireline Devices Shipped by Venue: ROW Wireline Device Revenue by Venue: ROW WWAN Devices Shipped by Type: Worldwide WWAN Device Revenue by Type: Worldwide WWAN Devices Shipped by Venue: Worldwide WWAN Device Revenue by Venue: Worldwide WWAN Devices Shipped by Venue: North America WWAN Device Revenue by Venue: North America WWAN Devices Shipped by Venue: Europe WWAN Device Revenue by Venue: Europe WWAN Devices Shipped by Venue: AsiaPac WWAN Device Revenue by Venue: AsiaPac WWAN Devices Shipped by Venue: ROW WWAN Device Revenue by Venue: ROW Exhibit WLAN Devices Shipped by Venue: Worldwide WLAN Device Revenue by Venue: Worldwide WLAN Devices Shipped by Venue: North America WLAN Device Revenue by Venue: North America WLAN Devices Shipped by Venue: Europe WLAN Device Revenue by Venue: Europe WLAN Devices Shipped by Venue: AsiaPac WLAN Device Revenue by Venue: AsiaPac WLAN Devices Shipped by Venue: ROW WLAN Device Revenue by Venue: ROW WPAN Devices Shipped by Type: Worldwide WPAN Device Revenue by Type: Worldwide WPAN Devices Shipped by Venue: Worldwide WPA Device Revenue by Venue: Worldwide WPAN Devices Shipped by Venue: North America WPAN Device Revenue by Venue: North America WPAN Devices Shipped by Venue: Europe WPAN Device Revenue by Venue: Europe WPAN Devices Shipped by Venue: AsiaPac WPAN Device Revenue by Venue: AsiaPac WPAN Devices Shipped by Venue: ROW WPAN Device Revenue by Venue: ROW Network Services Revenue by Venue: Worldwide Network Services Revenue by Venue: North America Network Services Revenue by Venue: Europe Network Services Revenue by Venue: AsiaPac Network Services Revenue by Venue: ROW System Applications Revenue by Venue: Worldwide System Applications Revenue by Venue: North America System Applications Revenue by Venue: Europe System Applications Revenue by Venue: AsiaPac System Applications Revenue by Venue: ROW Value-Added Services Revenue by Venue: Worldwide Value-Added Services Revenue by Venue: North America Value-Added Services Revenue by Venue: Europe Value-Added Services Revenue by Venue: AsiaPac Value-Added Services Revenue by Venue: ROW Pervasive Internet Revenue Streams: Worldwide Pervasive Internet Revenue Comparison: Worldwide Internet Enablement Revenue Streams: Worldwide Network Services Revenue Streams: Worldwide System Applications Revenue Streams: Worldwide Value-Added Services Revenue Streams: Worldwide Industrial Venue Revenue Streams: Worldwide Value-Added Service Revenues for Industrial: Worldwide Energy Venue Revenue Streams: Worldwide Value-Added Service Revenues for Energy: Worldwide Buildings Venue Revenue Streams: Worldwide Value-Added Service Revenues for Retail: Worldwide Transportation Venue Revenue Streams: Worldwide Value-Added Service Revenues for Transportation: Worldwide IT & Networks Venue Revenue Streams: Worldwide Value-Added Service Revenues for IT & Networks: Worldwide Healthcare Venue Revenue Streams: Worldwide Value-Added Service Revenues for Healthcare: Worldwide Security/Safety Venue Revenue Streams: Worldwide Value-Added Service Revenues for Security/Safety: Worldwide Resources Venue Revenue Streams: Worldwide Value-Added Service Revenues for Resources: Worldwide Consumer/Professional Venue Revenue Streams: Worldwide Value-Added Service Revenues for Consumer/Prof: Worldwide Harbor Research © 2010 Harbor Research, Inc. All rights reserved 13