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2010 Location Based Services Market Map
                                                                                                                                                                                                                                                                                                                                                          Richard Warren                   rwarren@ rstpartner.net
                                                                                                                                                                                                                                                                                                                                                                 Tim Ellis                 tellis@ rstpartner.net
                                                                                                                                                                                                                                                                                                                                                            Tom Heritage
                                                                                                                                                                                                                                                                                                                                                      www. rstpartner.net
                                                                                                                                                                                                                                                                                                                                                                                           theritage@ rstpartner.net
                                                                                                                                                                                                                                                                                                                                                                                           +44 (0)870 874 8700                                                  FirstPartner
       Introduction




                                                                                                                                                                    r
         Welcome to the FirstPartner Location Based Services (LBS) Market Map
         providing an overview of the LBS solution market and ecosystem players.
         The major LBS market sector dynamics are shown below:
                                                                                                                                                                                                                                                                                            Customers
                                                                                                                                           The typical mobile socialiser                                                  Regular explorers want to                                                                                                                                    Commuters are time                                                                                                                                              Administrations can use
                                                                                                                                                                                                                                                                                                                                                                                                                                                             Need solutions to deliver
                                                                                                                                           wants to know the current                                                      combine navigation with                                                        The cautious traveller                                                        limited and as such                                                                                                                                             LBS for location
        Market Trends                                                                                   Mobile                             location of their friends, with             Regular                            access to reviews and                   Cautious                               wants the security of                                                         want rapid access to
                                                                                                                                                                                                                                                                                                                                                                                                                                                             e ciency and optimal
                                                                                                                                                                                                                                                                                                                                                                                                                                                             costs. Tracking of                        Government                                      dependent tolling, tra c
Leading current trends include:                                                                                                            recommendations and                                                            recommendations, points of                                                     knowing where they are                Commuters                               accurate transport                 Business                           employees and assets to
                                                                                                                                                                                                                                                                                                                                                                                                                                                                  oyees                               & Public Sector
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                       management,
 • The increasing range and volume of location enhanced mobile applications,                           Socialisers                         guidance to attractions such                Explorers                          interest and local search to            Travellers                             going through access to                                                       information, including
                                                                                                                                                                                                                                                                                                                                                                                                                                                             achieve safety & security
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                       emergency response and
                                                                                                                                           as restaurants, clubs and                                                      gain information on the new                                                    route navigation and                                                          tra c information and                                                                                                                                           other civil measurement
 • Growing consumer usage of mobile mapping and navigation services. - 21.1                                                                                                                                                                                                                                                                                                                                                                                  compliance.
                                                                                                                                           events.                                                                        location                                                                       current information.                                                          public transport data.                                                                                                                                          applications.




                                                                                                                                                                   e
   Million consumers in the ve largest European markets (Britain, France,
   Germany, Spain and Italy) used their phones for navigation in Feb 2010 – a
   68% year on year increase (comScore)
 • The challenge to established PND brands by mobile handset and platform
   vendors
 • The continued focus by start-ups, Mobile Network Operators, handset                                                                                                                                                                                                               Distribution
   vendors and established Social Networking services on location based social
   media.                                                                                                                Handset                                             Mobile Network Operators                                                 PND Vendors                                                            Internet                                          Mobile Application Stores                                                       Retail
Market drivers include the rapid rise in the penetration of GPS equipped smart
phones and feature phones, the proliferation of mobile apps that are able to                        Pre-loading of maps and navigation software has become           Premium navigation services are being o ered by Mobile        Faced with declining demand and downward price pressure,            The Internet is the most widely used consumer channel             Now o ered by all leading smart phone vendors and an                                                                                                     The focus of this LBS Market
                                                                                                                                                                                                                                                                                                                                                                                                                                        On-line and o -line retail is the traditional distribution
                                                                                                                                                                                                                                                                                                                                                                                                                                            ine
                                                                                                     standard on smart phones and increasingly common on            Network Operators to stimulate ARPU. Threatened by the           PND manufacturers are increasingly o ering connected                   for mapping, navigation, location aware social                                    obile
                                                                                                                                                                                                                                                                                                                                                                      increasing number of Mobile Network Operators, application                                                                                                  Map is the ecosystem around




                                                                                                                                                                  n
access GPS and LBS functionality and consumer adoption of those apps.                                                                                                                                                                                                                                                                                                                                                                 channel for PNDs, handsets and on board maps distributed
                                                                                                                        feature phones.                            launch of free services by Google and Nokia the model may        devices supporting premium value added services o ered                       networking and other LBS services.                       stores are the major channel for independent mobile
                                                                                                                                                                                                                                                                                                                                                                                                                                                              memor
                                                                                                                                                                                                                                                                                                                                                                                                                                                          via memory cards.                                                         consumer LBS devices,
Business models for services are as yet unproven and, with the exception of                                                                                               move to inclusion in premium tari bundles.                       through subscription or hardware bundles.                                                                                                 navigation and LBS applications.                                                                                                              applications and services.
specialist and managed applications, are unlikely to be based purely on a
location or navigation value proposition. Google and Nokia’s decision to o er                            Nokia            Ovi Maps                                       Vodafone              Find&Go                                   TomTom                                                            Via Michelin                                                      Apple           App Store                                      Carphone Warehouse
turn-by-turn navigation free of charge challenges premium pricing models for                             Samsung          Route 66                                       Orange                Orange Maps                               Navigon                                                           TomTom                                                            Android         Market                                         Carrefour
mobile navigation and the established PND vendors. Vodafone has closed                                   RIM              BlackBerry Maps                                Verizon               VZ Navigator                              Garmin                                                            Google                                                            Nokia           Ovi                                            Media Markt




                                                                                                                                                                 t
newly acquired Way nder in response.
Vendors and service providers need to prove brand and service value to
consumers and develop innovative pricing models.

                                                                                                                                                                                                                                                                                          Services
        Platform Trends




                                                                                                                                                               r
Whilst growth in PND shipments is forecast to slow, GPS equipped mobile                                         Navigation                                         Local Search                                           Travel                              POI & Recommendations                                     Social Networking                             Entertainment & Leisure                          Advertising & Marketing                                   People Tracking                                        Telematics & Tracking
handset shipments are taking increasing market share.
                                                                                                                                                       Local search is a dynamic service using live                                                            Often combining local information with         Location awareness combined with mobility allows                                                           Ads are targeted based on a consumer’s             Consumer and business applications                     Applications Including vehicle tracking and
Handset Navigation:                                                                                Navigation is evolving from dedicated in car
                                                                                                                                                       database directories to search attractions,
                                                                                                                                                                                                              Travel guides, travel information and
                                                                                                                                                                                                                                                            social networking, and increasingly enhanced      users to track friends and share location orientated
                                                                                                                                                                                                                                                                                                                         ack
                                                                                                                                                                                                                                                                                                                                                                     Games, event guides, sports and leisure apps
                                                                                                                                                                                                                                                                                                                                                                                                                       location (through geofencing). This may be         combining geofencing with "panic alerts"               control , road pricing, workforce management,
  • Berg Insight has estimated 2009 sales of GPS-enabled GSM/WCDMA to                              and leisure devices to encompass a range of                                                             planning advice available through mobile                                                                                                                   integrate location awareness, geotagging
                                                                                                                                                            with the enhancement of results                                                                   with augmented reality, services o er rich          content and experiences. Specialist services                                                             combined with other demographic,               include child, vulnerable person and lone                  and asset management delivered via
     be 150 million units (15% attachment rate) and forecasts total GPS                              driving, pedestrian and public transport                                                                         apps and the internet.                                                                                                                          and Social Networking features to deliver
                                                                                                                                                                                                                                                                                                                                                                            ocial
                                                                                                                                                      automatically being ltered based upon the                                                                     local information and member              integrate with Facebook and Twitter which will also                                                        preference and contextual information.                        worker tracking.                           specialist devices, inbuilt vehicle systems and
                                                                                                         applications for mobile phones.                                                                                                                                                                                                                                       compelling experiences.
     enabled handset sales to reach 960 million (60% of all sales) by 2014.                                                                                      user’s physical location.                                                                                  recommedations.                       o er location awareness on mobile in 2010.                                                                                                                                                                                     mobile handsets.
  • GfK reports almost 66% of navigation devices in the EU are phone
    based with 33% being PNDs




                                                                                                                                                              a
Personal Navigation Devices (PND):                                                                                                                                                                                                                                                                                              Latitude

  • The European PND market has matured quickest. Out of an estimated                                   TomTom            Apello                       ActiveGuru                   Vicinity                  Lonely Planet                                      FourSquare                                          Google                Geomium                     Spoonfed Media       Spoonfed                     Mobgeo                                           WaveMarket                 Family Finder                   TomTom                               WORK
    40 million units sold in 2008, the European market accounts for                                     Nav N Go          MapQuest                     Multiplied Media             Poynt                     Dopplr                                             Rummble                                             Loopt                 Hummba                      Orbster              GPS Mission
                                                                                                                                                                                                                                                                                                                                                                                                 ission                  Alcatel Lucent/1020 Placecast                    Reliance Security          Protect                         Combain Mobile AB
    approximately 45%, America 41% and Asia/ Paci c 13%. However sales                                  Presselite        NIM                          Mobile Commerce                                        Wcities                                            Yelp                                                Gypsii                                            Locr                                              Navteq                                           Buddi                                                      Trimble
    volume in the 5 major European markets declined by12.4% in 2009 (from
    10.87 to 9.52 million units) and average selling prices also fell 14.6%.
    (Source GfK)
  • ABI Research forecasts that PND shipments will stagnate at 48M units by
     2015 with the largest growth in Asian markets.                                                                                                                                                                                                                                                                                                                                                                               Platforms                                                                                            Monetisation




                                                                                                                                                             P
In Dash Navigation:
  • 12% of new cars will ship with embedded telematics by 2010 with safety                                                                                 Applications                                                                                                                              Content                                                                                               Mobile Handsets                                                    PNDs
     and security features such as emergency calling (eCall) and breakdown                                                                                                                                                                                                                                                                                                                               • Apple         • Nokia                                     • TomTom         • Navigon                            The following business models are
     assistance (bCall) as the most popular LBS applications (ABI Research).                              Mobile Navigation                                 Software Houses                                 Technology Providers                                          Static Content                                 Dynamic Content                                                                 • HTC           • RIM                                       • Garmin         • Netropia                          being deployed but are challenged by
  • Fully integrated co branded TomTom navigation solutions are being
                                                                                                       Vendors o ering Navigation products                   Software development and
                                                                                                                                                                                                            Provide technology solutions which                      Directory listings, PoI information and
                                                                                                                                                                                                                                                                       ectory                                           Fee based or advertising funded                                                  • LG            • Samsung                                   • Magellan       • Navman                                       free o erings.
     deployed by Renault and Fiat.                                                                                                                                                                           simplify development of o erings                       specialist geo referenced data utilised             information which gets updated
                                                                                                          to Mobile Network Operators,                     consulting for custom mapping,                                                                                                                                                                                                                Google          • SonyEricsson                              • Mio            • Biota Group
                                                                                                                                                                                                                such as turn-by-turn voice                          by third party consumer and business                          frequently




                                                                                                                                                            t
                                                                                                         Handset Vendors and Directly to                 tracking, geographical information                                                                                            ications
                                                                                                                                                                                                                                                                                  applications
                                                                                                                                                                                                             navigation, location tracking, and
                                                                                                                  Consumers.                                 and location based services.
                                                                                                                                                                                                               advertising enabled services.                             Business listings                                Fuel Prices
                                                                                                                                                                                                                                                                                                                                                                                                                    Tablets                                         Consumer / Leisure                                                         Subscription
         GPS-Integrated Mobile Devices                                                                                                                                                                                                                                   Community facilities                             Weather
                                                                                                                                                                                                                                                                                                                                                                                                           • Apple iPad                                              • Sony     • Satmap                                    Regular automated payments taken for access
                                                                                                        Apello                                       Andes B.V.      Route Planning                        MapIT      Map Creation                                       Entertainment locations                          Event Information
                                                                                                                                                                                                                                                                                                                                                                                                                                                                     • Garmin                                          • Satmap premium services, notably turn by turn
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                              to
                                                                                                        EnGIS Technologies                           Indra           Enterprise Solutions                  LOGIBALL Enterprise Solutions
                                                                                                                                                                                                                         erprise                                         Demographics                                     Tra c information
                            Annual Shipments Global Forecast (2007-20012)                                                                                                                                                                                                                                                                                                                                                                                                                                                                   navigation.
                    800                                                                                 Navigon                                      Maporama        Enterprise Mapping                    VisioGlobe 3D UI Engine                                       Social indicators                                Restaurant ratings                                                                                                                         • Lowrance
Millions of Units




                                                                                                        Route 66                                     Nexus Geogra cs Custom GIS                            WaveMarket Navigation Engine                                  Local government                                 Booking information                                                                                                                        • Polar
                    600
                                                                                                        TCS (Networks in Motion)                     OnPoint         Security, GIS and                     Novasys    Mapping, GIS & LBS
                                                                                                                                                                                                                               ,




                                                                                                                                                           s
                                                                                                                                                                                                                                                                         and business data                                                                                                                                                                                                                                                        Pay By Use
                    400                                                                                 Telmap                                       Caribbean       Mapping                               Spime      Navigation
                                                                                                                                                                                                                                                                                                                                                                                                                                        • AT&T       • NeoSpeech • SVOX
                    200
                                                                                                        TomTom                                                                                             MetaCarta Geographic Search                                                                                                                                                       Voice Technologies                         • Cepstral   • Nuance
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                 The premium product is usually distributed
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                free of charge, with charges being made per
                                                                                                                                                                                                                                                                                                                                                                                                                                • Atheros    • eRide     • Qualcomm • U-blox                                                                         use.
                     0
                           2007     2008      2009      2010      2011         2012
                                                                                                                                                                                                                                                                                                                                                                                             GPS Chipsets                       • Broadcom • In neon • SiGe
                                                                                                                                                                                                                                                                                                                                                                                                                                • CSR/SIRF • Mediatek • Texas Instruments




                                                                                                                                                          r
                                                                  Source: 2008 Park Associates
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                           Service Bundling
                          GPS-integrated Mobile Devices: PND, PMP, Mobile Handset & PDA
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                O ering Location Based Services along side
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                another service (such as mobile calls) with
         Acquisitions and Consolidation                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                        joint billing.
                                                                                                                                  Defining Location




                                                                                                                                                         i
      • Nokia continues to build its capability to deliver its “social location”
        vision through the purchases of Navteq, Gate5, Bit-side, Dopplr and,                                             Location directories and APIs form the basis of many LBS services.                                                Mapping APIs                                                                                                    Digital Maps                                                                                     Digital Imaging                                                                     Advertising
        most recently in April 2010, geographic intelligence company
        MetaCarta.                                                                                            Location Finding                                               Location Sharing                                               & Mashups                                            Digital Map Data is critical for navigation and some location based services. The consumer market is dominated by NAVTQ (Nokia) and TeleAtlas
                                                                                                                                                                                                                                                                                                                                            (TomTom). Smaller suppliers serve specialist and niche markets.
                                                                                                                                                                                                                                                                                                                                                                                                                                                              Satellite and aerial digital images add
                                                                                                                                                                                                                                                                                                                                                                                                                                                               richness to consumer mapping and
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                Advertisers subsidise the cost of a service or
      • More acquisitions are expected as other handset vendors seek to                                                                                                                                                                                                                                                                                                                                                                                      navigation services and are essential for
                                                                                                 Geolocation APIs and services determine the current location of the                                                                   Digital Mapping, POI and Geodata suppliers
                                                                                                                                                                                                                                           ital                                                                                                                                                                                                                                                                                  product in exchange for brand exposure.
        compete with Nokia and independent navigation providers struggle                                                                                                     Location brokering databases/APIs allow                                                                                           Commercial Maps                              Open Source                                  Specialists                                              many commercial applications.
                                                                                                  requestor often from a combination of sources including on board                                                                        increasingly deliver live LBS content to
                                                                                                                                                                               users to share their location with 3rd
                                                                                                                                                                                      o
        to compete with free o erings.                                                                            ated
                                                                                                 GPS, MNO generated cell id, Aggregators, or proprietary databases
                                                                                                                                                                                    parties and other services
                                                                                                                                                                                                                                     independent application developers via service
                                                                                                                                                                                                                                                    applic
                                                                                                 comprising cell id , WiFi and/or IP addess and mapping information.                                                                delivery platform APIs. New service opportunities




                                                                                                                                                        F
                                                                                                                                                                                                                                      are created along with a rich ecosystem of 3rd                                                                                                                                                                                                                                                              Upgrades
        Regulation                                                                                                                                                                                                                    party develpers exploting their sector speci c
                                                                                                                                                                                                                                      par
                                                                                                                                                                                                                                                         expertise.                                                                                                                                                                                                                                                                  Users actively agree to purchase
      USA network deployment of positioning information capabilities has been                                                                                                                                                                                                                                                                                                                                                                                                                                                    enhancements or updated content such as
                                                                                                                                                                                                                                        Ovi                       CloudMade
      driven by FCC regulation requiring operators to be able to provide subscribers’                                                                                                                                                                                                                                                                                                                                                                                                                                                              maps.
      location data for safety applications (E-911 directive).                                                                                                                                                                          Google
        • Di erent location determination technologies have been required to meet
           the indoor location x requirements.
      User privacy requirements are fragmented:
        • Informed opt-in consent for LBS services required by both Japan (Personal
          Data Protection Law 2003) and EU (Article 9 of EU directive 2002/58/EC)
        • USA currently self regulatory by CTIA (Consumer Code) and some state level             MNO Infastructure and Applications                                                                                                                                                                                 Location information                                                                                                                                                                       Technology
          regulations opt-in legislation. FCC has not currently provided clear guidance.                                                                                                                                                                                                                                                                                                                                                                                                 Cell ID              Network based, recognises location by nearest cell
                                                                                                   Solutions deployed by Mobile Network Operators to determine location from the network,
                                                                                                       deliver against E911 requirements and deliver commercial location based services.
                                                                                                          iver                                                                                                           Mobile                                     Cell ID                  Cell ID++   E-OTD     GPS/ A-GPS                                                                                                             E A-GPS
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                         Cell ID++
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                         E-OTD
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                              Akin to Cell ID, smaller cell radius for greater accuracy
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                              Network based, triangulation calculated by receivers
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                         GPS                  Handset based, uses relative satellite information
           Prepared by                                                                                                                                                                                                                                                                        WiMAX         Standalone                                                                             Blue                    WLAN
                                                                                                     Acatel Lucent                    Radiant Technologies             Polaris Wireless                          Fixed and Mobile                                                          Triangulation       GPS                                                                                Tooth                Triangulation
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                         AGPS
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                         Wix Triangulation
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                              Hybrid, uses both GPS and network information
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                              Not widely used, similar in nature to E-OTD

                              FirstPartner                                                           Ericsson
                                                                                                     TCS
                                                                                                                                      Redknee
                                                                                                                                      Openwave
                                                                                                                                                                       Andrew
                                                                                                                                                                       Truposition                                                                                                     Accuracy                          Outdoor                                                Tailored for indoor
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                         Standalone GPS
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                         Bluetooth
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                         WLAN Triangulation
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                              GPS operation within a single purpose
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                              Recognises location by movement through cells
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                              Not widely used, similar in nature to E-OTD
                                                                                                     Nokia Siemens Networks           Qualcomm
                            Richard Warren | Tim Ellis | Tom Heritage                                                                                                                                                                                                                                                                                                                                                                                                                    E A-GPS              Combining GPS, Network and Galileo satellite info.

                    find us at www.firstpartner.net    email us at hello@firstpartner.net

     Disclaimer
      The map includes information compiled from various reputable sources and other
      methods like structured interviews and surveys, conference material and                                                                                          Industry Bodies
      information available in the public domain. As data and information sources are
      outside our control, FirstPartner make no representation as to its accuracy or
      completeness. All responsibility for any interpretation or actions based on this
                                                                                                                                                                       and Legistlation                                  (USA) Federal Trade
                                                                                                                                                                                                                            Commission
                                                                                                                                                                                                                                                         European Commission     International Association for the
                                                                                                                                                                                                                                                                                 Wireless Communication Industry
                                                                                                                                                                                                                                                                                                                        Federal Communications
                                                                                                                                                                                                                                                                                                                              Commission
                                                                                                                                                                                                                                                                                                                                                        Ministry of Internal Affairs
                                                                                                                                                                                                                                                                                                                                                         and Communications
                                                                                                                                                                                                                                                                                                                                                                                         International Telecoms
                                                                                                                                                                                                                                                                                                                                                                                                  Union
                                                                                                                                                                                                                                                                                                                                                                                                                        European Automotive
                                                                                                                                                                                                                                                                                                                                                                                                                       Digital Innovation Studio
                                                                                                                                                                                                                                                                                                                                                                                                                                                      National Regulations             Self Regulation
                                                                                                                                                                                                                                USA                        European Union                      USA                                USA                             Japan                       International                 European Union                 By country                     By company
      map lies solely with the reader.                          Copyright 2010

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Marketmap

  • 1. 2010 Location Based Services Market Map Richard Warren rwarren@ rstpartner.net Tim Ellis tellis@ rstpartner.net Tom Heritage www. rstpartner.net theritage@ rstpartner.net +44 (0)870 874 8700 FirstPartner Introduction r Welcome to the FirstPartner Location Based Services (LBS) Market Map providing an overview of the LBS solution market and ecosystem players. The major LBS market sector dynamics are shown below: Customers The typical mobile socialiser Regular explorers want to Commuters are time Administrations can use Need solutions to deliver wants to know the current combine navigation with The cautious traveller limited and as such LBS for location Market Trends Mobile location of their friends, with Regular access to reviews and Cautious wants the security of want rapid access to e ciency and optimal costs. Tracking of Government dependent tolling, tra c Leading current trends include: recommendations and recommendations, points of knowing where they are Commuters accurate transport Business employees and assets to oyees & Public Sector management, • The increasing range and volume of location enhanced mobile applications, Socialisers guidance to attractions such Explorers interest and local search to Travellers going through access to information, including achieve safety & security emergency response and as restaurants, clubs and gain information on the new route navigation and tra c information and other civil measurement • Growing consumer usage of mobile mapping and navigation services. - 21.1 compliance. events. location current information. public transport data. applications. e Million consumers in the ve largest European markets (Britain, France, Germany, Spain and Italy) used their phones for navigation in Feb 2010 – a 68% year on year increase (comScore) • The challenge to established PND brands by mobile handset and platform vendors • The continued focus by start-ups, Mobile Network Operators, handset Distribution vendors and established Social Networking services on location based social media. Handset Mobile Network Operators PND Vendors Internet Mobile Application Stores Retail Market drivers include the rapid rise in the penetration of GPS equipped smart phones and feature phones, the proliferation of mobile apps that are able to Pre-loading of maps and navigation software has become Premium navigation services are being o ered by Mobile Faced with declining demand and downward price pressure, The Internet is the most widely used consumer channel Now o ered by all leading smart phone vendors and an The focus of this LBS Market On-line and o -line retail is the traditional distribution ine standard on smart phones and increasingly common on Network Operators to stimulate ARPU. Threatened by the PND manufacturers are increasingly o ering connected for mapping, navigation, location aware social obile increasing number of Mobile Network Operators, application Map is the ecosystem around n access GPS and LBS functionality and consumer adoption of those apps. channel for PNDs, handsets and on board maps distributed feature phones. launch of free services by Google and Nokia the model may devices supporting premium value added services o ered networking and other LBS services. stores are the major channel for independent mobile memor via memory cards. consumer LBS devices, Business models for services are as yet unproven and, with the exception of move to inclusion in premium tari bundles. through subscription or hardware bundles. navigation and LBS applications. applications and services. specialist and managed applications, are unlikely to be based purely on a location or navigation value proposition. Google and Nokia’s decision to o er Nokia Ovi Maps Vodafone Find&Go TomTom Via Michelin Apple App Store Carphone Warehouse turn-by-turn navigation free of charge challenges premium pricing models for Samsung Route 66 Orange Orange Maps Navigon TomTom Android Market Carrefour mobile navigation and the established PND vendors. Vodafone has closed RIM BlackBerry Maps Verizon VZ Navigator Garmin Google Nokia Ovi Media Markt t newly acquired Way nder in response. Vendors and service providers need to prove brand and service value to consumers and develop innovative pricing models. Services Platform Trends r Whilst growth in PND shipments is forecast to slow, GPS equipped mobile Navigation Local Search Travel POI & Recommendations Social Networking Entertainment & Leisure Advertising & Marketing People Tracking Telematics & Tracking handset shipments are taking increasing market share. Local search is a dynamic service using live Often combining local information with Location awareness combined with mobility allows Ads are targeted based on a consumer’s Consumer and business applications Applications Including vehicle tracking and Handset Navigation: Navigation is evolving from dedicated in car database directories to search attractions, Travel guides, travel information and social networking, and increasingly enhanced users to track friends and share location orientated ack Games, event guides, sports and leisure apps location (through geofencing). This may be combining geofencing with "panic alerts" control , road pricing, workforce management, • Berg Insight has estimated 2009 sales of GPS-enabled GSM/WCDMA to and leisure devices to encompass a range of planning advice available through mobile integrate location awareness, geotagging with the enhancement of results with augmented reality, services o er rich content and experiences. Specialist services combined with other demographic, include child, vulnerable person and lone and asset management delivered via be 150 million units (15% attachment rate) and forecasts total GPS driving, pedestrian and public transport apps and the internet. and Social Networking features to deliver ocial automatically being ltered based upon the local information and member integrate with Facebook and Twitter which will also preference and contextual information. worker tracking. specialist devices, inbuilt vehicle systems and applications for mobile phones. compelling experiences. enabled handset sales to reach 960 million (60% of all sales) by 2014. user’s physical location. recommedations. o er location awareness on mobile in 2010. mobile handsets. • GfK reports almost 66% of navigation devices in the EU are phone based with 33% being PNDs a Personal Navigation Devices (PND): Latitude • The European PND market has matured quickest. Out of an estimated TomTom Apello ActiveGuru Vicinity Lonely Planet FourSquare Google Geomium Spoonfed Media Spoonfed Mobgeo WaveMarket Family Finder TomTom WORK 40 million units sold in 2008, the European market accounts for Nav N Go MapQuest Multiplied Media Poynt Dopplr Rummble Loopt Hummba Orbster GPS Mission ission Alcatel Lucent/1020 Placecast Reliance Security Protect Combain Mobile AB approximately 45%, America 41% and Asia/ Paci c 13%. However sales Presselite NIM Mobile Commerce Wcities Yelp Gypsii Locr Navteq Buddi Trimble volume in the 5 major European markets declined by12.4% in 2009 (from 10.87 to 9.52 million units) and average selling prices also fell 14.6%. (Source GfK) • ABI Research forecasts that PND shipments will stagnate at 48M units by 2015 with the largest growth in Asian markets. Platforms Monetisation P In Dash Navigation: • 12% of new cars will ship with embedded telematics by 2010 with safety Applications Content Mobile Handsets PNDs and security features such as emergency calling (eCall) and breakdown • Apple • Nokia • TomTom • Navigon The following business models are assistance (bCall) as the most popular LBS applications (ABI Research). Mobile Navigation Software Houses Technology Providers Static Content Dynamic Content • HTC • RIM • Garmin • Netropia being deployed but are challenged by • Fully integrated co branded TomTom navigation solutions are being Vendors o ering Navigation products Software development and Provide technology solutions which Directory listings, PoI information and ectory Fee based or advertising funded • LG • Samsung • Magellan • Navman free o erings. deployed by Renault and Fiat. simplify development of o erings specialist geo referenced data utilised information which gets updated to Mobile Network Operators, consulting for custom mapping, Google • SonyEricsson • Mio • Biota Group such as turn-by-turn voice by third party consumer and business frequently t Handset Vendors and Directly to tracking, geographical information ications applications navigation, location tracking, and Consumers. and location based services. advertising enabled services. Business listings Fuel Prices Tablets Consumer / Leisure Subscription GPS-Integrated Mobile Devices Community facilities Weather • Apple iPad • Sony • Satmap Regular automated payments taken for access Apello Andes B.V. Route Planning MapIT Map Creation Entertainment locations Event Information • Garmin • Satmap premium services, notably turn by turn to EnGIS Technologies Indra Enterprise Solutions LOGIBALL Enterprise Solutions erprise Demographics Tra c information Annual Shipments Global Forecast (2007-20012) navigation. 800 Navigon Maporama Enterprise Mapping VisioGlobe 3D UI Engine Social indicators Restaurant ratings • Lowrance Millions of Units Route 66 Nexus Geogra cs Custom GIS WaveMarket Navigation Engine Local government Booking information • Polar 600 TCS (Networks in Motion) OnPoint Security, GIS and Novasys Mapping, GIS & LBS , s and business data Pay By Use 400 Telmap Caribbean Mapping Spime Navigation • AT&T • NeoSpeech • SVOX 200 TomTom MetaCarta Geographic Search Voice Technologies • Cepstral • Nuance The premium product is usually distributed free of charge, with charges being made per • Atheros • eRide • Qualcomm • U-blox use. 0 2007 2008 2009 2010 2011 2012 GPS Chipsets • Broadcom • In neon • SiGe • CSR/SIRF • Mediatek • Texas Instruments r Source: 2008 Park Associates Service Bundling GPS-integrated Mobile Devices: PND, PMP, Mobile Handset & PDA O ering Location Based Services along side another service (such as mobile calls) with Acquisitions and Consolidation joint billing. Defining Location i • Nokia continues to build its capability to deliver its “social location” vision through the purchases of Navteq, Gate5, Bit-side, Dopplr and, Location directories and APIs form the basis of many LBS services. Mapping APIs Digital Maps Digital Imaging Advertising most recently in April 2010, geographic intelligence company MetaCarta. Location Finding Location Sharing & Mashups Digital Map Data is critical for navigation and some location based services. The consumer market is dominated by NAVTQ (Nokia) and TeleAtlas (TomTom). Smaller suppliers serve specialist and niche markets. Satellite and aerial digital images add richness to consumer mapping and Advertisers subsidise the cost of a service or • More acquisitions are expected as other handset vendors seek to navigation services and are essential for Geolocation APIs and services determine the current location of the Digital Mapping, POI and Geodata suppliers ital product in exchange for brand exposure. compete with Nokia and independent navigation providers struggle Location brokering databases/APIs allow Commercial Maps Open Source Specialists many commercial applications. requestor often from a combination of sources including on board increasingly deliver live LBS content to users to share their location with 3rd o to compete with free o erings. ated GPS, MNO generated cell id, Aggregators, or proprietary databases parties and other services independent application developers via service applic comprising cell id , WiFi and/or IP addess and mapping information. delivery platform APIs. New service opportunities F are created along with a rich ecosystem of 3rd Upgrades Regulation party develpers exploting their sector speci c par expertise. Users actively agree to purchase USA network deployment of positioning information capabilities has been enhancements or updated content such as Ovi CloudMade driven by FCC regulation requiring operators to be able to provide subscribers’ maps. location data for safety applications (E-911 directive). Google • Di erent location determination technologies have been required to meet the indoor location x requirements. User privacy requirements are fragmented: • Informed opt-in consent for LBS services required by both Japan (Personal Data Protection Law 2003) and EU (Article 9 of EU directive 2002/58/EC) • USA currently self regulatory by CTIA (Consumer Code) and some state level MNO Infastructure and Applications Location information Technology regulations opt-in legislation. FCC has not currently provided clear guidance. Cell ID Network based, recognises location by nearest cell Solutions deployed by Mobile Network Operators to determine location from the network, deliver against E911 requirements and deliver commercial location based services. iver Mobile Cell ID Cell ID++ E-OTD GPS/ A-GPS E A-GPS Cell ID++ E-OTD Akin to Cell ID, smaller cell radius for greater accuracy Network based, triangulation calculated by receivers GPS Handset based, uses relative satellite information Prepared by WiMAX Standalone Blue WLAN Acatel Lucent Radiant Technologies Polaris Wireless Fixed and Mobile Triangulation GPS Tooth Triangulation AGPS Wix Triangulation Hybrid, uses both GPS and network information Not widely used, similar in nature to E-OTD FirstPartner Ericsson TCS Redknee Openwave Andrew Truposition Accuracy Outdoor Tailored for indoor Standalone GPS Bluetooth WLAN Triangulation GPS operation within a single purpose Recognises location by movement through cells Not widely used, similar in nature to E-OTD Nokia Siemens Networks Qualcomm Richard Warren | Tim Ellis | Tom Heritage E A-GPS Combining GPS, Network and Galileo satellite info. find us at www.firstpartner.net email us at hello@firstpartner.net Disclaimer The map includes information compiled from various reputable sources and other methods like structured interviews and surveys, conference material and Industry Bodies information available in the public domain. As data and information sources are outside our control, FirstPartner make no representation as to its accuracy or completeness. All responsibility for any interpretation or actions based on this and Legistlation (USA) Federal Trade Commission European Commission International Association for the Wireless Communication Industry Federal Communications Commission Ministry of Internal Affairs and Communications International Telecoms Union European Automotive Digital Innovation Studio National Regulations Self Regulation USA European Union USA USA Japan International European Union By country By company map lies solely with the reader. Copyright 2010