Page 1: Executive Summary Introduction Page 2-3: Internet of Things (IoT) - Introduction Page 4: Internet vs Internet of Things (IoT) Page 5: Evolution of Internet of Things (IoT) Page 6: Internet of Things (IoT) Network in China Page 7: Internet of Things (IoT) Everyday Applications Market Overview Page 8: Domestic Internet of Things Market - Market Overview, Market Size and Growth Page 9: IoT Hubs of China Page 10: Comparison in Sector Focus by IoT Market in China Page 11: IoT Market Environment in China Drivers & Challenges Page 12: Summary Page 13-14: Industry Applications Page 15: Rise in Use of Smartphones Page 16: Widespread Usage of Internet Page 17: Cost Reduction Page 18: Infrastructural Advantage and Supply and Demand Drive Page 19: Lack of Unified Standards Page 20: Safety & Privacy Concerns Page 21: High Application Cost and Lack of Understanding Government Initiatives Page 22: IoT Development Plan in China Page 23: Initiatives by China's Central Government and China's Ministry of Finance Page 24-25: IoT investment focus under China's 12th Five Year Plan Page 26-27: IoT Standards in China Page 28-30: IoT Initiatives by China's Provincial Government Page 31: Smart City Action Plan for Shanghai (2011-2013) Initiatives by Companies Page 32-33: Initiatives by Companies Trends Page 34: Summary Page 35-36: Industry Growth Led by Applications Page 37: Emerging Integrated Platforms Page 38: Emerging Business Models Partnerships Page 39: China and Japan Business Alliance on the IoT Page 40: EU-China IoT Cooperation Page 41: IoT Related Partnerships during 2010 - 2012 Competition Page 42: Major Players in China's IoT Value Chain Page 43: Major Players Page 44: Major Domestic Public Companies - Summary - Bubble Chart based on revenue, net income and market capitalization Page 45: Major Domestic Public Companies - Summary -Ranking Chart based on revenue and net income Page 46-51: Profile of Major Domestic Public Players in the Internet of Things Market China Telecom Corp. Ltd. ZTE Corporation Page 52-78: Profile of Major Foreign Public Players in the Internet of Things Market China Mobile Limited China Unicom (Hong Kong) Limited Ericsson International Business Machines Corp. Infineon Technologies AG Oracle Corporation Samsung Electronics Co Ltd SAP AG Page 79-80: Profile of Major Foreign Private Players in the Internet of Things Market Giesecke Devrient Gmbh Key Takeaway Page 81: Key Takeaways Page 82-83: Appendix

Domestic Market Overview 1. Internet of Things Market Size and Growth (2010,2011e,2012e,2013e,2014,2015e,2016e, 2017e, 2018e, 2019e and 2020e) 2. IoT Hubs of China 3. Comparison in Sector Focus by IoT Market in China Drivers and Challenges 4. Rising Smartphone Sales 5. Top 5 Countries - Mobile Phone users (2010) 6. Internet Population 7. Top 5 Countries - Internet users (2010) Competition 8. Bubble Chart for the Public Companies 9. Ranking Chart based on total income and net income 10. Key Domestic Players Growth in Revenue and Profit (2008, 2009, 2010 and 2011) • China Telecom Corp. Ltd. • ZTE Corporation 22. Key Foreign Players Growth in Revenue and Profit (2008, 2009, 2010 and 2011) • China Mobile Limited • China Unicom (Hong Kong) Limited • Ericsson • International Business Machines Corp. • Infineon Technologies AG • Oracle Corporation • Samsung Electronics Co Ltd • SAP AG

1. China Telecom Corp. Ltd. 2. ZTE Corporation 3. China Mobile Limited 4. China Unicom (Hong Kong) Limited 5. Ericsson 6. International Business Machines Corp. 7. Infineon Technologies AG 8. Oracle Corporation 9. Samsung Electronics Co Ltd 10. SAP AG 11. Giesecke Devrient Gmbh