Connected Car Come of Age Pavan Mathew, Head of Connected Car Telefonica Digital CTIA 2013, Las Vegas May 22nd 2013 Industry wide agreement that the connected car is a big opportunity, and a key market within M2M for operators… Places 1bn People 7bn Devices 50bn © Telefónica S.A | All rights reserved m2m Industry wide agreement that the connected car is a big opportunity, and a key market within M2M for operators Vehicles Places 1,1bn 1bn People 8bn Devices 50bn 250 250 Million Vehicles registered in Europe VEHICLES Estimated penetration of Telematics PERCENT - Telematics Update - © Telefónica S.A | All rights reserved <1% $2.3 Estimated Revenues from Telematics Market in 2012 Billion - Telefonica - - European Commission - m2m Everyone agrees connected car is a big opportunity, and a main market within M2M for operators… Vehicles 1,1bn People 8bn Devices 50bn 250 250 Million Vehicles registered in Europe VEHICLES <1% $2.3 Estimated penetration of Telematics PERCENT - Telematics Update - Estimated Revenues from Telematics Market in 2012 Billion - Telefonica Market Research- - European Commission- … however mass adoption and revenue has been a challenge… 2005 Forecast 30 M VEHICLES Telematics enabled vehicles by 2010 © Telefónica S.A | All rights reserved $ 41 BILLION Current Forecast Consumer Telematics business by 2013 $ 11 BILLION Global revenues will grow up to US$11 billion in 2020. 35 M VEHICLES Telematics enabled vehicles sales by 2020 m2m …due to challenges in business model Cost Model • HW cost impact on vehicle retail price • Data network roaming costs • Multiple players in the value chain Standardization • Standardize Systems to attract developers • Interfaces to make services/devices work seamlessly Service customization • Flexibility on service/bundles • Adapt user experience of digital services to car uses case (70% of customers are solo drivers) Customer Management • Prepare infrastructure to sell services (Business process and tools) • Billing & invoicing capabilities a cross countries • Manage customer relationship © Telefónica S.A | All rights reserved m2m Partnership between OEMs & Telcos is critical to address these challenges Cost Model • Telco are actively working on cost reduction in data roaming costs and SIM pricing • Sharing revenues is lading to new model where risk are share among main stakeholders © Telefónica S.A | All rights reserved Standardization • Experience in standardization processes & forums Service customization • Content, apps, agreements with content distributors… • Extensive knowledge in Ux, and digital services & apps business models Customer Management • 1:1 customer relationships • Extensive knowledge in CRM & data mining • Unique position to bill & invoice customers m2m Telefonica is developing its proposition to meet the challenge DEVELOPER ECOSYSTEM. MANAGED CONNECTIVITY. Offer Telefonica's developer ecosystem to the connected car, allowing the OEM to manage the user experience Best in class connectivity, leveraging our unique footprint and selected roaming partners with one global SIM Supported by Service Delivery Platform DIFFERENTIATING P&S Bringing in advanced digital product and services to the automotive industry Advanced Data Management: • Hosting • Analytics Insurance Telematics Fleet Management Media Content Location Based Advertising © Telefónica S.A | All rights reserved Power by FOUNDATIONAL SERVICES Addresses forthcoming global regulations and customer expectations eCAll bCall Stolen Vehicle Navigation Point of Interest m2m Meeting customer and OEMs needs theDriver the OEM Improved service loyalty Increased safety & security Feel secure on the road and vehicle operation Easy and practical services Access easy-to-use navigation, infotainment services in a safe way with a smooth user experience Gain insight on driver behaviour do to better target cross-selling offers and services Improved CRM Support new customer interactions and vehicle information tracking in order to develop a personalized relationship based on drivers’ preferences and behaviors. Quality improvement & warranty reduction Gain insight prior to saleable vehicles & Over-the-air fixes reduces warranty saving Vehicle differentiation With a Unified user experience controlled and branded by the OEM Unified user experience OEM branded experience New revenue streams Transforming the car into a service, transforming the service into a business opportunity Address regulations eCall (Mandatory in EU by 2015), Contran 245, GLONASS, global connectivity © Telefónica S.A | All rights reserved m2m OnStar & Telefonica partnership • Single Global Supplier – Ease of Managing Project, Accountability • Global SIM – Improved Logistics and Manufacturing Chain • Global Project Team – Sales, Post Sales Project Management • Legal And Regulatory – Global Cooperation • Future Development – Long Term Relationship!!! © Telefónica S.A | All rights reserved m2m & More to come THANK YOU! Pavan Mathew | Telefónica Digital Head of Connected Car | M2M Global Services Pavan.mathew@telefonica.com | © Telefónica S.A | All rights reserved Mob: +1 734 679 9381 m2m