2017-智能交通：移动网络的价值不止于连接（英文）_28页_4mb

Summary of Smart Transportation

Core Content

Smart transportation is a transformative sector that leverages mobile network technologies to enhance safety, productivity, environmental sustainability, and overall life quality. It is considered a critical component of the Internet of Things (IoT) and has become a focal point for various industries, including automotive, insurance, logistics, and smart parking.

The development of smart transportation is driven by the need to address long-standing issues in traditional transportation systems, such as traffic accidents, congestion, and vehicle emissions. The integration of technologies like cloud computing, big data, and advanced wireless networks is enabling the evolution of connected cars, smart parking, and emergency services, all of which are expected to grow significantly in the coming years.

Main Opportunities for MNOs

There are four major opportunities for Mobile Network Operators (MNOs) in the smart transportation space:

1. Telematics Service with Usage Based Insurance (UBI) and Fleet Management

   • UBI is expected to grow from 5.5 million users in 2013 to 107 million in 2018, with a compound annual growth rate (CAGR) of 80%.
   • Fleet Management is projected to reach US$21 billion in 2022.
   • MNOs can provide B2B data plans to service providers like Uber or Didi, and they can also leverage their existing infrastructure to offer telematics services, either through partnerships or acquisitions.

2. Smart Parking Service Based on NB-IoT

   • Smart parking is seen as part of the broader smart city initiative.
   • NB-IoT-based solutions offer lower investment and wider applicability, making them ideal for smart parking.
   • MNOs can partner with government authorities to become end-to-end service providers in this market.

3. Emergency Service Network (ESN) Based on LTE

   • ESN is essential for homeland security and emergency services, with a global wireless network market in the area of national security estimated to reach US$22.9 billion in 2020.
   • MNOs can provide cost-effective ESN solutions compared to dedicated networks, and they should advocate for its implementation in countries without it.
   • In countries with ESN, MNOs should focus on offering higher quality and lower cost services to gain more market share.

4. Enhanced ADAS and V2X Based on LTE-V or 5G

   • MNOs should actively participate in the development of technical standards and network infrastructure to support V2X and autonomous driving.
   • The introduction of C-V2X standards and the expansion of 5G networks are expected to accelerate the growth of V2X services.

Key Vertical Market Analyses

1. Connected Cars

• Four Stages of Connected Cars:

  • Stage 1: Connect to the Internet – Focus on in-car entertainment.
  • Stage 2: Connect to remote services – Focus on safety and convenience.
  • Stage 3: Connect to immediate surroundings – Focus on V2I, V2V, and V2P for collision avoidance.
  • Stage 4: Fully connected – Focus on V2X and autonomous vehicles.

• Market Size:

  • The connected car market is expected to reach US$145 billion in 2022, with significant growth in telematics, infotainment, and V2X services.

• Role of MNOs:

  • MNOs can provide B2B data plans for infotainment, enter the telematics market through partnerships or acquisitions, and lead in V2X and ADAS development by supporting technical standards and infrastructure.

2. Smart Parking

• Market Growth:

  • Smart parking is a growing segment within smart cities, with a fragmented market structure across different countries.

• Technological Advantage:

  • NB-IoT-based solutions are cost-effective and scalable, enabling smart parking functions in various settings.

• MNOs’ Role:

  • MNOs can become end-to-end service providers by partnering with government and solution providers, leveraging their network infrastructure to improve overall smart city initiatives.

3. Emergency Service Network (ESN)

• Importance:

  • ESN is crucial for saving lives and reducing economic losses in emergencies.

• Cost Efficiency:

  • Using MNOs' LTE networks for ESN can significantly reduce costs for governments compared to dedicated networks.

• MNOs’ Strategy:

  • MNOs should lobby governments to implement ESN and offer better quality and lower cost services to gain market share.

Strategic Recommendations for MNOs

• MNOs should leverage their strengths in network technology, customer base, and data security to play a more active role in smart transportation.
• They should consider both B2B and B2C strategies, such as offering data plans for infotainment, providing telematics services through partnerships, and supporting V2X and ADAS development.
• MNOs should also focus on building core competencies in telematics through acquisitions and collaborations to strengthen their position in the market.
• The aftermarket offers significant opportunities for MNOs, especially for consumers and small OEMs, due to its lower cost and greater flexibility.

Conclusion

Smart transportation presents a vast opportunity for MNOs to move beyond traditional connectivity roles and become key players in the development of safer, more efficient, and environmentally friendly mobility solutions. By strategically positioning themselves in the connected cars, smart parking, ESN, and V2X markets, MNOs can not only enhance their revenue streams but also contribute to the advancement of the transportation industry.