Global and China OBD Telematics Industry Report, 2014-2015
OBD (on-board diagnostic system) is an electronics self diagnostic system, typically used in automotive applications. It can monitor whether the automobile exhaust exceeds the standard or the system is normal at any time from the running state of the engine, and according to the fault code, maintenance personnel can quickly and accurately determine the nature and location of a fault. The information is stored in the ECU in the form of fault code, and ECU ensures the fault information access and processing through standard data interface.
OBD telematics is mainly composed of three parts: OBD terminal (hardware and plug-in OBD interface), software (mobile phone APP) and cloud platform.
Along with the development of intelligent automobile hardware and mobile internet, the car becomes the next fast-growing mobile terminal and telematics market also ushers in rapid development. At present, the enterprises are aggressively engaged in telematics market layout and seizing the entrance to telematics, then OBD-based telematic solutions become an important entrance.
Part of the fleet management and vehicle tracking solution providers (such as Geotab, Xirgo, Scope Technologies and ATrack), automotive electronic enterprises (Danlaw, TECHTOM, etc.) and insurance companies (Progressive, State Farm, Allstate, Insurethebox) launched their OBD telematics products during 2006-2012. In 2013-2014, the OBD intelligentt hardware market attracted the attention of capital market; and automotive electronic enterprises, start-up companies, insurance companies, mobile operators, etc. were getting involved in it successively. Among them, the startup Automatic Labs recorded more than one million units in OBD terminal shipments each year.
Prior to 2012, some Chinese enterprises developed OBD terminal, but failed in marketization due to technology and other reasons. Some companies formed the “OBD terminal + APP + Cloud Platform” business model at the outset of 2012. From the end of 2013 to early 2014, influenced by the foreign OBD intelligent hardware investment boom, this OBD telematics mode gained market attention, and all enterprises started OBD telematics market layout.
Currently, enterprises involved in OBD telematics (including independent brand OBD terminal) fall into four types: traditional OBD terminal manufacturers (part of the vehicle manufacturers, telematics companies, start-ups, etc.), internet companies, operators, and auto aftermarket service companies.
In addition to a large number of enterprises’ inburst, the global and Chinese OBD telematics market characterized the followings in 2014:
(1) The service function of OBD telematics was further promoted besides application in UBI, fleet management, etc. In January 2015, Automatic worked with the smart thermostats company -- Nest to make its OBD products turn into the smart home controller. In the same month, Zubie also reached data exchange cooperation with PEQ, a provider of all software and services for SmartHome Ventures.
(2) The cloud platform of OBD telematics will be further opened, with API available for software developers which can use the data collected by the platform as well as OBD terminal equipment access interface for other competitors to increase the use of big data through data sharing, e.g. Carvoyant opened platform interface to Velio (an OBD device manufacturer) in January 2015.
(3) The voice recognition technology will be applied to OBD telematics. So far, some OBD telematics companies have added the function of voice broadcast in APP, such as Comit’s gooddriver, Baidu map version golo, etc., but the application of speech recognition is almost blank in OBD telematics.
(4) Currently, OBD is focused on the analysis of data; in the future, OBD terminal is expected to further integrate other function modules (air purification module, voice recognition module) and become multi-functional and intelligent.
Global and China OBD Telematics Industry Report, 2014-2015 mainly covers contents below:
OBD telematics is mainly composed of three parts: OBD terminal (hardware and plug-in OBD interface), software (mobile phone APP) and cloud platform.
Along with the development of intelligent automobile hardware and mobile internet, the car becomes the next fast-growing mobile terminal and telematics market also ushers in rapid development. At present, the enterprises are aggressively engaged in telematics market layout and seizing the entrance to telematics, then OBD-based telematic solutions become an important entrance.
Part of the fleet management and vehicle tracking solution providers (such as Geotab, Xirgo, Scope Technologies and ATrack), automotive electronic enterprises (Danlaw, TECHTOM, etc.) and insurance companies (Progressive, State Farm, Allstate, Insurethebox) launched their OBD telematics products during 2006-2012. In 2013-2014, the OBD intelligentt hardware market attracted the attention of capital market; and automotive electronic enterprises, start-up companies, insurance companies, mobile operators, etc. were getting involved in it successively. Among them, the startup Automatic Labs recorded more than one million units in OBD terminal shipments each year.
Prior to 2012, some Chinese enterprises developed OBD terminal, but failed in marketization due to technology and other reasons. Some companies formed the “OBD terminal + APP + Cloud Platform” business model at the outset of 2012. From the end of 2013 to early 2014, influenced by the foreign OBD intelligent hardware investment boom, this OBD telematics mode gained market attention, and all enterprises started OBD telematics market layout.
Currently, enterprises involved in OBD telematics (including independent brand OBD terminal) fall into four types: traditional OBD terminal manufacturers (part of the vehicle manufacturers, telematics companies, start-ups, etc.), internet companies, operators, and auto aftermarket service companies.
In addition to a large number of enterprises’ inburst, the global and Chinese OBD telematics market characterized the followings in 2014:
(1) The service function of OBD telematics was further promoted besides application in UBI, fleet management, etc. In January 2015, Automatic worked with the smart thermostats company -- Nest to make its OBD products turn into the smart home controller. In the same month, Zubie also reached data exchange cooperation with PEQ, a provider of all software and services for SmartHome Ventures.
(2) The cloud platform of OBD telematics will be further opened, with API available for software developers which can use the data collected by the platform as well as OBD terminal equipment access interface for other competitors to increase the use of big data through data sharing, e.g. Carvoyant opened platform interface to Velio (an OBD device manufacturer) in January 2015.
(3) The voice recognition technology will be applied to OBD telematics. So far, some OBD telematics companies have added the function of voice broadcast in APP, such as Comit’s gooddriver, Baidu map version golo, etc., but the application of speech recognition is almost blank in OBD telematics.
(4) Currently, OBD is focused on the analysis of data; in the future, OBD terminal is expected to further integrate other function modules (air purification module, voice recognition module) and become multi-functional and intelligent.
Global and China OBD Telematics Industry Report, 2014-2015 mainly covers contents below:
- Overview of OBD (including definition, composition, development history, interface and related products);
- Global telematics market (embracing definition, development situation, industry chain, business model, profit model, market size, penetration, etc.);
- Global OBD telematics market (covering market status, business model, profit model, major applications, etc.);
- China OBD telematics market (including car sales, ownership, industry chain, development history, market status, etc.);
- 12 global and 11 Chinese OBD telematics companies (including profile, operating performance, revenue structure, OBD telematics business, latest news, etc.)
1. OVERVIEW OF OBD
1.1 Definition and Composition
1.1.1 Definition
1.1.2 Composition
1.2 Development History
1.3 Interface and Related Products
1.3.1 Interface
1.3.2 OBD Interface-based Products
2. GLOBAL TELEMATICS MARKET
2.1 Definition and Development
2.1.1 Definition
2.1.2 Development
2.2 Industry Chain
2.3 Business Model and Profit Model
2.3.1 Business Model
2.3.2 Profit Model
2.4 Market Size and Penetration
2.4.1 Car Sales and Ownership
2.4.2 Market Size
2.4.3 Penetration
3. GLOBAL OBD TELEMATICS MARKET
3.1 Market Status
3.2 Business Model and Profit Model
3.3 Major Applications
3.3.1 UBI Market
3.3.2 Fleet Management
3.3.3 4S Store Customer Relation Management
3.3.4 Fault Diagnosis and Maintenance
3.3.5 Government Traffic Management
3.3.6 Car Owner Application
4. CHINA OBD TELEMATICS MARKET
4.1 China Automobile Market
4.1.1 Car Sales and Ownership
4.1.2 Telematics Industry Chain
4.2 China OBD Telematics Market
4.2.1 Development Course
4.2.2 Market Status
5. GLOBAL OBD TELEMATICS LEADERS
5.1 Danlaw Inc
5.1.1 Profile
5.1.2 OBD Telematics Business
5.1.3 Latest News
5.2 Geotab
5.2.1 Profile
5.2.2 OBD Telematics Business
5.2.3 JV-branded Products Launched with Telefónica
5.3 Xirgo Technologies
5.3.1 Profile
5.3.2 OBD Business
5.3.3 Cooperation with Progressive
5.4 TECHTOM
5.4.1 Profile
5.4.2 OBD Telematics Business
5.4.3 BrainPad’s Participation in TECHTOM
5.5 ATrack Technology Inc
5.5.1 Profile
5.5.2 OBD Telematics Business
5.5.3 Latest News
5.6 Scope Technologies
5.6.1 Profile
5.6.2 OBD Telematics Business
5.7 Automatic Labs
5.7.1 Profile
5.7.2 OBD Telematics Business
5.7.3 Latest News
5.8 Zubie
5.8.1 Profile
5.8.2 OBD Telematics Business
5.8.3 Latest News
5.9 Carvoyant
5.9.1 Profile
5.9.2 OBD Telematics Business
5.10 Dash
5.10.1 Profile
5.10.2 OBD Telematics Business
5.11 Mojio
5.11.1 Profile
5.11.2 OBD Telematics Business
5.11.3 Latest News
6. CHINESE OBD TELEMATICS LEADERS
6.1 LAUNCH Tech Company Limited
6.1.1 Profile
6.1.2 Operating Performance
6.1.3 Revenue Structure
6.1.4 Gross Margin
6.1.5 R&D Expenditure
6.1.6 OBD Telematics Business
6.1.7 Latest News
6.1.8 Development Strategy
6.2 Beijing Carsmart Technology Co., Ltd.
6.2.1 Profile
6.2.2 Operating Performance
6.2.3 Revenue Structure
6.2.4 OBD Telematics Business
6.3 Huawei Investment & Holding Co., Ltd.
6.3.1 Profile
6.3.2 Operating Performance
6.3.3 OBD Telematics Business
6.4 Beijing YESWAY Information Technology Co,Ltd.
6.4.1 Profile
6.4.2 Operating Performance
6.4.3 Business Model and Main Business
6.4.4 Revenue Structure
6.4.5 Gross Margin
6.4.6 OBD Telematics Business
6.4.7 Top 5 Clients
6.4.8 Prospects
6.5 Sinocastel Co.,Ltd
6.5.1 Profile
6.5.2 OBD Telematics Business
6.6 Beijing Wiselink Software Co., Ltd
6.6.1 Profile
6.6.2 OBD Telematics Business
6.7 Jiangsu Nanyi Digital DNA Science & Technology Co., Ltd.
6.7.1 Profile
6.7.2 OBD Telematics Business
6.8 Guangzhou Comit Technology Co., Ltd.
6.8.1 Profile
6.8.2 OBD Telematics Business
6.9 PATEO Corporation
6.9.1 Profile
6.9.2 OBD Telematics Business
6.10 VGO Interaction Technology Ltd.
6.10.1 Profile
6.10.2 OBD Telematics Business
6.11 Rainbow Wireless (Beijing) New Technology Co., Ltd.
6.11.1 Profile
6.11.2 OBD Telematics Business
1.1 Definition and Composition
1.1.1 Definition
1.1.2 Composition
1.2 Development History
1.3 Interface and Related Products
1.3.1 Interface
1.3.2 OBD Interface-based Products
2. GLOBAL TELEMATICS MARKET
2.1 Definition and Development
2.1.1 Definition
2.1.2 Development
2.2 Industry Chain
2.3 Business Model and Profit Model
2.3.1 Business Model
2.3.2 Profit Model
2.4 Market Size and Penetration
2.4.1 Car Sales and Ownership
2.4.2 Market Size
2.4.3 Penetration
3. GLOBAL OBD TELEMATICS MARKET
3.1 Market Status
3.2 Business Model and Profit Model
3.3 Major Applications
3.3.1 UBI Market
3.3.2 Fleet Management
3.3.3 4S Store Customer Relation Management
3.3.4 Fault Diagnosis and Maintenance
3.3.5 Government Traffic Management
3.3.6 Car Owner Application
4. CHINA OBD TELEMATICS MARKET
4.1 China Automobile Market
4.1.1 Car Sales and Ownership
4.1.2 Telematics Industry Chain
4.2 China OBD Telematics Market
4.2.1 Development Course
4.2.2 Market Status
5. GLOBAL OBD TELEMATICS LEADERS
5.1 Danlaw Inc
5.1.1 Profile
5.1.2 OBD Telematics Business
5.1.3 Latest News
5.2 Geotab
5.2.1 Profile
5.2.2 OBD Telematics Business
5.2.3 JV-branded Products Launched with Telefónica
5.3 Xirgo Technologies
5.3.1 Profile
5.3.2 OBD Business
5.3.3 Cooperation with Progressive
5.4 TECHTOM
5.4.1 Profile
5.4.2 OBD Telematics Business
5.4.3 BrainPad’s Participation in TECHTOM
5.5 ATrack Technology Inc
5.5.1 Profile
5.5.2 OBD Telematics Business
5.5.3 Latest News
5.6 Scope Technologies
5.6.1 Profile
5.6.2 OBD Telematics Business
5.7 Automatic Labs
5.7.1 Profile
5.7.2 OBD Telematics Business
5.7.3 Latest News
5.8 Zubie
5.8.1 Profile
5.8.2 OBD Telematics Business
5.8.3 Latest News
5.9 Carvoyant
5.9.1 Profile
5.9.2 OBD Telematics Business
5.10 Dash
5.10.1 Profile
5.10.2 OBD Telematics Business
5.11 Mojio
5.11.1 Profile
5.11.2 OBD Telematics Business
5.11.3 Latest News
6. CHINESE OBD TELEMATICS LEADERS
6.1 LAUNCH Tech Company Limited
6.1.1 Profile
6.1.2 Operating Performance
6.1.3 Revenue Structure
6.1.4 Gross Margin
6.1.5 R&D Expenditure
6.1.6 OBD Telematics Business
6.1.7 Latest News
6.1.8 Development Strategy
6.2 Beijing Carsmart Technology Co., Ltd.
6.2.1 Profile
6.2.2 Operating Performance
6.2.3 Revenue Structure
6.2.4 OBD Telematics Business
6.3 Huawei Investment & Holding Co., Ltd.
6.3.1 Profile
6.3.2 Operating Performance
6.3.3 OBD Telematics Business
6.4 Beijing YESWAY Information Technology Co,Ltd.
6.4.1 Profile
6.4.2 Operating Performance
6.4.3 Business Model and Main Business
6.4.4 Revenue Structure
6.4.5 Gross Margin
6.4.6 OBD Telematics Business
6.4.7 Top 5 Clients
6.4.8 Prospects
6.5 Sinocastel Co.,Ltd
6.5.1 Profile
6.5.2 OBD Telematics Business
6.6 Beijing Wiselink Software Co., Ltd
6.6.1 Profile
6.6.2 OBD Telematics Business
6.7 Jiangsu Nanyi Digital DNA Science & Technology Co., Ltd.
6.7.1 Profile
6.7.2 OBD Telematics Business
6.8 Guangzhou Comit Technology Co., Ltd.
6.8.1 Profile
6.8.2 OBD Telematics Business
6.9 PATEO Corporation
6.9.1 Profile
6.9.2 OBD Telematics Business
6.10 VGO Interaction Technology Ltd.
6.10.1 Profile
6.10.2 OBD Telematics Business
6.11 Rainbow Wireless (Beijing) New Technology Co., Ltd.
6.11.1 Profile
6.11.2 OBD Telematics Business
SELECTED CHARTS
OBD System Composition
Function of OBD Interface Pins
OBD Telematics Composition
OBD Telematics Terminal Workflow
Telematic Inside and Outside Communication Network
Importance of Telematics Services and Customer’s Willingness-to-Pay
Importance of Telematics Input and Output Device Related Parts and Customer’s Willingness-to-Pay
Telematics Market Development Situation (by Region)
Examples in Main Application of Telematics
Telematics System Architecture
Telematics Market Value Chain
Key Players of Telematics Market
Major Telematics Solutions
Major Telematics Solutions of Depot
Vehicle Accesses to the Internet
Telematics Business Model and Related Cases
Global Car Sales Volume and YoY Growth, 2006-2018E
Global Passenger Vehicle and Commercial Vehicle Sales Volume, 2006-2018E
Global Car Ownership and YoY Growth, 2006-2018E
Global Telematics Market Size, 2009-2018E
Global Telematics Market Size Composition, 2009-2018E
Driving Force of Telematics Market Growth
Global Telematics Permeability in New Cars (by Region), 2005-2013
Major Participants of Global OBD Telematics Market
Global OBD Telematics Leaders and Time of Product Launch
Business Model and Profit Model of OBD Telematics
UBI Telematics Model
Major Global UBI Insurance Providers
Fleet Management Cost Structure
Fleet Management Cost Savings by Telematics
China’s Car Sales Volume and YoY Growth, 2006-2018E
China’s Passenger Vehicle and Commercial Vehicle Sales Volume, 2006-2018E
China’s Car Ownership and YoY Growth, 2006-2018E
China’s Telematics Industry Chain and Market Participants
China’s OBD Telematics Market Participants and Their Products, 2010-2014
Danlaw DataLogger 7 Series OBD Telematics Product List and Function
Geotab’s OBD Telematics Products
Xirgo’s OBD Products
Vehicle Operation Management System Solutions of TECHTOM
OBD Telematics Business of TECHTOM
Revenue and YoY Growth of BrainPad, FY2010-FY2014
Net Income nd YoY Growth of BrainPad, FY2010-FY2014
Financing Situation of Zubie, 2013-2014
Dash OBD Telematics Product Range and Price
Revenue and YoY Growth of LAUNCH, 2009-2014
Net Income and YoY Growth of LAUNCH, 2009-2014
Revenue Structure of LAUNCH by Product, 2009-2013
Revenue Structure of LAUNCH by Region, 2009-2013
Gross Margin of LAUNCH by Product, 2009-2013
R&D Costs and % of Total Revenue of LAUNCH, 2009-2013
Comparison of Functions of golo Product
Comparison of Technical Parameters of golo Product
LAUNCH’s golo Platform
Sales Volume of LAUNCH’s OBD Telematics Products, 2014-2015E
Revenue and YoY Growth of CARSMART, 2010-2018E
Net Income and YoY Growth of CARSMART, 2010-2018E
Revenue Structure of CARSMART (by Business), 2011-2014
Revenue and YoY Growth of HUAWEI, 2009-2014
Net Income and YoY Growth of HUAWEI, 2009-2014
Development History of HUAWEI Mobile Broadband (MBB), 2009-2013
HUAWEI’s UBI Remote Information Solutions
HUAWEI’s OBD Telematics Partners
Revenue and YoY Growth of YESWAY, 2011-2014
Net Income and YoY Growth of YESWAY, 2011-2014
Business Composition of YESWAY
YESWAY’s Front-loading Telematics Service
YESWAY’s Back-loading Telematics Service
YESWAY’s Smart Driving Service
Revenue Structure of YESWAY (by Business), 2011-2014
Gross Profit and Gross Margin of YESWAY (by Business), 2011-2014
YESWAY’s Sales from Top 5 Customers, 2013-2014
OBD Telematics Platform System Composition of Wiselink
Financing Situation of Digital DNA
OBD Telematics Products of Digital DNA
PATEO’s Affiliated Companies
OBD Telematics Business Composition of Rainbow Wireless
OBD System Composition
Function of OBD Interface Pins
OBD Telematics Composition
OBD Telematics Terminal Workflow
Telematic Inside and Outside Communication Network
Importance of Telematics Services and Customer’s Willingness-to-Pay
Importance of Telematics Input and Output Device Related Parts and Customer’s Willingness-to-Pay
Telematics Market Development Situation (by Region)
Examples in Main Application of Telematics
Telematics System Architecture
Telematics Market Value Chain
Key Players of Telematics Market
Major Telematics Solutions
Major Telematics Solutions of Depot
Vehicle Accesses to the Internet
Telematics Business Model and Related Cases
Global Car Sales Volume and YoY Growth, 2006-2018E
Global Passenger Vehicle and Commercial Vehicle Sales Volume, 2006-2018E
Global Car Ownership and YoY Growth, 2006-2018E
Global Telematics Market Size, 2009-2018E
Global Telematics Market Size Composition, 2009-2018E
Driving Force of Telematics Market Growth
Global Telematics Permeability in New Cars (by Region), 2005-2013
Major Participants of Global OBD Telematics Market
Global OBD Telematics Leaders and Time of Product Launch
Business Model and Profit Model of OBD Telematics
UBI Telematics Model
Major Global UBI Insurance Providers
Fleet Management Cost Structure
Fleet Management Cost Savings by Telematics
China’s Car Sales Volume and YoY Growth, 2006-2018E
China’s Passenger Vehicle and Commercial Vehicle Sales Volume, 2006-2018E
China’s Car Ownership and YoY Growth, 2006-2018E
China’s Telematics Industry Chain and Market Participants
China’s OBD Telematics Market Participants and Their Products, 2010-2014
Danlaw DataLogger 7 Series OBD Telematics Product List and Function
Geotab’s OBD Telematics Products
Xirgo’s OBD Products
Vehicle Operation Management System Solutions of TECHTOM
OBD Telematics Business of TECHTOM
Revenue and YoY Growth of BrainPad, FY2010-FY2014
Net Income nd YoY Growth of BrainPad, FY2010-FY2014
Financing Situation of Zubie, 2013-2014
Dash OBD Telematics Product Range and Price
Revenue and YoY Growth of LAUNCH, 2009-2014
Net Income and YoY Growth of LAUNCH, 2009-2014
Revenue Structure of LAUNCH by Product, 2009-2013
Revenue Structure of LAUNCH by Region, 2009-2013
Gross Margin of LAUNCH by Product, 2009-2013
R&D Costs and % of Total Revenue of LAUNCH, 2009-2013
Comparison of Functions of golo Product
Comparison of Technical Parameters of golo Product
LAUNCH’s golo Platform
Sales Volume of LAUNCH’s OBD Telematics Products, 2014-2015E
Revenue and YoY Growth of CARSMART, 2010-2018E
Net Income and YoY Growth of CARSMART, 2010-2018E
Revenue Structure of CARSMART (by Business), 2011-2014
Revenue and YoY Growth of HUAWEI, 2009-2014
Net Income and YoY Growth of HUAWEI, 2009-2014
Development History of HUAWEI Mobile Broadband (MBB), 2009-2013
HUAWEI’s UBI Remote Information Solutions
HUAWEI’s OBD Telematics Partners
Revenue and YoY Growth of YESWAY, 2011-2014
Net Income and YoY Growth of YESWAY, 2011-2014
Business Composition of YESWAY
YESWAY’s Front-loading Telematics Service
YESWAY’s Back-loading Telematics Service
YESWAY’s Smart Driving Service
Revenue Structure of YESWAY (by Business), 2011-2014
Gross Profit and Gross Margin of YESWAY (by Business), 2011-2014
YESWAY’s Sales from Top 5 Customers, 2013-2014
OBD Telematics Platform System Composition of Wiselink
Financing Situation of Digital DNA
OBD Telematics Products of Digital DNA
PATEO’s Affiliated Companies
OBD Telematics Business Composition of Rainbow Wireless
