Table of Contents & List of Figures


ABOUT PTOLEMUS CONSULTING GROUP 2
YOUR PTOLEMUS CONTACTS 3
THE AUTHORS OF THIS REPORT 4
FOREWORD 8
TABLE OF CONTENTS 12
EXECUTIVE SUMMARY
LIST OF FIGURES
14
16
LIST OF COMPANIES MENTIONED IN THIS REPORT 19
SEIZE THE OPPORTUNITY, OR SOMEONE ELSE WILL 35
I. What is mobility? 37
1. The benefits of connectivity for mobility services 38
2. Scope of the mobility forecast 39
 
II. Global trends in the mobility sector 42
1. Increasingly connected cars 42
2. Broadband is reaching the car 46
3. The transportation dinosaurs have woken up:
OEMs are now mobility providers 49
4. Paying for mobility could become less taxing 51
5. The sharing economy’s impact on urban mobility 52
6. The mobility devices will evolve 56
 
III. The connected mobility landscape 58
1. The race to own the central mobility platform 59
2. The global size of the mobility market 63
a. Connected car services and revenues 64
b. Overall connected mobility market volumes and revenues 65
c. Comparing the mobility services wealth 70
d. The evolution of the mobility services 71
 
IV. Estimating the addressable market for connected mobility services 75
           1. Definitions 75
V. The 14 connected car markets 92
1. Car sharing 92
2. Car pooling 101
3. Car rental 110
4. Connected Navigation 119
5. In-vehicle Wi-Fi hotspot 128
6. Remote diagnostics 135
7. Connected assistance (bCall) 143
8. Stolen vehicle tracking & recovery 152
9. Emergency assistance (eCall) 161
10. Usage-based insurance (UBI) 172
11. Car leasing 182
12. Road User Charging (RUC) 191
13. Fuel card services 200
14. Fleet management services (FMS) 211
GLOSSARY 220

LIST OF FIGURES

Overview

  • Beware the rise of the unicorns (Age vs. pre-tax profits and market capitalisation of key mobility companies)
  • Share of new passenger cars sold with embedded connectivity
  • Share of new passenger cars sold with embedded telematics
  • New connected vehicles sold total market (millions)
  • Major trends impacting the mobility market
  • The mobility devices today and what will be left tomorrow
  • Connected services bundles offered by some of the key mobility stakeholders
  • Most mobility services can be provided by a unique platform
  • Who is at the centre of the mobility ecosystem (cross-silos activity from key mobility player types)
  • Passenger car sales worldwide (million)
  • Share of passenger cars sold with embedded connectivity
  • Passenger cars with connected mobility services (thousand)
  • Passenger cars with aftermarket connected mobility services (thousand)
  • Revenues generated from connected services for MSPs ($ million)
  • Connected services revenues for MSP – OEM vs aftermarket ($ million)
  • Connected mobility wealth index in 2015 and 2020
  • Connected services market size in volume (thousand)
  • Connected services market size in value ($ million)

Car sharing

  • Total number of shared passenger cars in use (thousand)
  • Total number of connected shared passenger cars in use (thousand)
  • Total car sharing revenues generated by MSP ($ in millions)
  • Connected car sharing market total revenues generated by MSP ($ in millions)
  • Connected car sharing market total revenues for CSP ($ in millions)

Car pooling

  • Total number of passenger cars in use for car pooling (thousand)
  • Total number of connected passenger cars in use for car pooling (thousand)
  • Car pooling market total revenues generated ($ in millions)
  • Connected car pooling market total revenues generated ($ in millions)

Car rental

  • Total number of rental passenger cars in use (thousand)
  • Total number of connected rental passenger cars in use (thousand)
  • Total number of connected rental passenger cars in use in Europe (thousand)
  • Rental passenger car market total revenues generated by MSP ($ in millions)
  • Connected rental passenger cars market revenues generated by MSP ($ in millions)
  • Connected rental passenger cars market revenues generated by European MSP ($ in millions)

Connected navigation

  • Number of active navigation devices by type (thousand)
  • Total number of connected navigation on passenger cars in use (thousand)
  • Passenger cars connected navigation total revenues generated by MSP ($ in millions)
  • Passenger cars connected navigation total revenues generated by CSP ($ in millions)

In-vehicle Wi-Fi hotspot

  • Total number of passenger cars in use with active Wi-Fi hotspot (thousand)
  • Passenger Wi-Fi hotspot subscriptions total revenues generated by CSP ($ in millions)
  • Fleet passenger Wi-Fi hotspot hardware revenues generated by MSP ($ in millions)

Stolen vehicle tracking & recovery

  • SVR & SVT total market size for passenger cars (thousands)
  • Total SVR / SVT revenues generated by CSP ($ in millions)
  • Total SVR / SVT revenues generated by MSP ($ in millions)

Emergency assistance (eCall)

  • eCall market size for passenger cars (thousand)
  • eCall revenues from passenger cars for MSP ($ in millions)
  • eCall revenues from passenger cars for CSP ($ in millions)

Usage-based insurance (UBI)

  • Number of active UBI policies in passenger cars (thousand)
  • Number of active UBI policies in European passenger cars (thousand)
  • Total UBI premiums from private passenger cars ($ million)
  • Total UBI premiums from European private passenger cars ($ million)
  • TSP revenues from UBI policies in private passenger cars ($ in millions)

Remote diagnostics

  • Total number of remote diagnostics service active subscriptions (thousand)
  • MSP revenues generated by remote diagnostics active subscriptions ($ million)
  • CSP revenues generated by remote diagnostics active subscriptions ($ million)

Connected breakdown assistance (bCall)

  • Roadside assistance policies for passenger cars (thousands)
  • bCall market size for passenger cars (thousands)
  • Roadside assistance total revenues for passenger cars ($ in millions)
  • bCall revenues for passenger cars ($ in millions)

Car leasing

  • Total number of leased fleet passenger cars in use (thousand)
  • Total number of connected leased fleet passenger cars in use (thousand)
  • Fleet passenger cars leasing market, total revenues generated ($ in millions)
  • Fleet passenger cars connected leasing market, revenues generated ($ in millions)

Road user charging

  • Total number of tolling transactions from passenger cars (million)
  • Total number of passenger cars equipped with ETC (thousand)
  • Total revenues from passenger car tolling ($ million)
  • MSP revenues from passenger car ETC transactions ($ million)
  • MSP revenues from European passenger car ETC transactions ($ million)

Fuel card services

  • Total number of active fuel cards on company cars (thousand)
  • Total number of connected active fuel cards on company cars (thousand)
  • Total revenues from active fuel cards on company cars including fuel transaction amounts ($ in million)
  • Fuel card provider revenues from active fuel cards on company cars – Only transaction & subscription fees ($ in million)
  • Total revenues from connected active fuel cards on company cars including fuel transaction amounts ($ in million)
  • Fuel card provider’s transaction & subscription revenues from connected fuel cards on company cars ($ in million)

Fleet management services (FMS)

  • FMS solutions in use in fleet passenger cars (in thousand)
  • Global Fleet Management Systems revenues ($ million)
  • Europe Fleet Management Systems revenues ($ million)