自動車コネクティビティ：SoC、NAD、TCU市場　第1版

• Insights from numerous interviews with market leading companies.
• Comprehensive overview of the TCU value chain.
• In-depth analysis of market trends and key developments.
• Detailed profiles of 26 TCU, NAD and SoC vendors.
• Market share data covering the leading TCU, NAD and SoC vendors.
• New data on vehicle populations and new vehicle registrations worldwide.
• Market forecasts by region lasting until 2029.

The total TCU market value reached € 8.6 million in 2024

Virtually all of the world’s leading vehicle OEMs have launched mass-market connected services in key regions today. Connected vehicles rely on a telematics control unit (TCU), which provides communications between the vehicle and external networks and navigation satellite systems. Examples of connected car services offered include eCall and roadside assistance, stolen vehicle tracking (SVT), vehicle diagnostics, over-the-air (OTA) updates, connected navigation, entertainment services such as music and video streaming, convenience services, Wi-Fi hotspots as well as AI personal assistant services.

Berg Insight estimates that global shipments of TCUs for both passenger cars and commercial vehicles reached 74.4 million units in 2024. Growing at a compound annual growth rate (CAGR) of 5.0 percent, global shipments are expected to reach 95.0 million units in 2029. The total global market value of TCUs is forecasted to grow from € 8.6 billion in 2024 to € 11.5 billion in 2029. Berg Insight estimates that 78 percent of all new passenger cars and commercial vehicles sold worldwide in 2024 were equipped with a TCU, up from 74 percent in 2023. The vast majority of all sold TCUs today feature 4G LTE connectivity, though many carmakers plan to use 5G TCUs for the next generation of cars that will be released in the upcoming years. Berg Insight expects that 5G TCUs will account for about 70 percent of total shipments in 2029.

The OEM hardware telematics ecosystem spans TCU vendors, network access device (NAD) vendors and system-on-chip (SoC) suppliers. The value chain is characterised by powerful actors at both ends. Vehicle OEMs hold substantial leverage over their suppliers and dictates both technical specifications and commercial terms. At the opposite end, SoC suppliers maintain significant bargaining power, underpinned by high technological barriers to entry and a highly concentrated market structure. Consequently, NAD and TCU vendors operate in a constrained middle ground between dominant upstream and downstream players. These players must continuously balance the competing demands of OEMs and SoC suppliers, adapting their designs and business terms to maintain these relationships. Success in this environment largely depends on flexibility, technical agility and the ability to align closely with OEM requirements while effectively managing SoC supplier dependencies.

The design and development of TCUs is complex as these have to integrate with other vehicle systems, fulfil strict quality standards and ensure performance during the long lifecycle of a vehicle model. For this reason, TCUs are generally developed by established automotive suppliers in cooperation with car manufacturers. Berg Insight ranks LG Electronics as the leading TCU vendor in terms of shipments. Aumovio and Harman were the runners-up, both holding significant market shares. Other major TCU vendors include Actia, Bosch, Denso, Desay SV Automotive, Gosuncn WeLink, Hyundai Mobis, Lear, Lan-You Technology, Marelli, Neusoft Corporation and Valeo.

Important players in the TCU ecosystem include SoC vendors and NAD module vendors. The automotive connectivity SoC segment is heavily dominated by Qualcomm, which has long-standing relationships with all of the largest NAD module vendors, TCU suppliers and automotive OEMs. MediaTek ranks second and has strategically pivoted its IoT business towards high-end 5G applications, with a strong focus on the automotive sector in recent years. Other important automotive connectivity SoC vendors are China-based UNISOC and ASR Microelectronics. The SoCs are in turn integrated into NAD modules. NAD module developers include both specialised cellular module providers, as well as TCU vendors that operate as vertically integrated TCU makers with in-house NAD module design capabilities. Quectel is the leading provider of NAD modules for the automotive industry, followed by Rolling Wireless. Other major NAD module vendors include the TCU vendors LG Electronics and Aumovio, as well as specialised module vendors like Favalon (Fibocom), MeiG and Kontron.

Table of Contents

Executive Summary

1 The Passenger Car and Commercial Vehicle Market

1.1 Passenger car and commercial vehicle market data

1.1.1 Vehicles in use by region
1.1.2 New vehicle registration trends

1.2 The automotive OEM telematics market

1.2.1 Passenger car telematics services
1.2.2 Commercial vehicle telematics services

1.3 Telematics control units (TCUs)

1.3.1 Hardware components
1.3.2 Software and firmware layers

1.4 Network technologies

1.4.1 Cellular technologies
1.4.2 Vehicle-to-Everything (V2X) communications
1.4.3 Global navigation satellite systems (GNSS)

2 Market Forecasts and Trends

2.1 Market forecasts

2.1.1 TCU shipments and revenues by region
2.1.2 TCU shipments by network technology

2.2 Market analysis and vendor market shares

2.2.1 TCU vendor market shares
2.2.2 NAD module vendor market shares
2.2.3 SoC vendor market shares

2.3 Market trends

2.3.1 5G RedCap for TCUs on the horizon
2.3.2 TCU and infotainment integration gains traction in China
2.3.3 TCUs with integrated antennas gain traction
2.3.4 Zonal and software-defined architectures reshape TCU design strategies
2.3.5 Increasingly complex ADAS features drive the importance of safety for TCUs
2.3.6 Satellite connectivity offers new opportunities
2.3.7 New Car Assessment Programmes drive demand for V2X
2.3.8 The regulatory environment has driven the adoption of OEM telematics

3 Company Profiles and Strategies

3.1 TCU vendors

3.1.1 Actia
3.1.2 Aumovio (Continental)
3.1.3 Bosch
3.1.4 Denso
3.1.5 Desay SV Automotive
3.1.6 Gosuncn WeLink
3.1.7 Harman
3.1.8 Hyundai Mobis
3.1.9 Lear
3.1.10 LG Electronics
3.1.11 Lan-You Technology
3.1.12 Marelli
3.1.13 Neusoft Corporation
3.1.14 Valeo
3.1.15 Additional TCU vendors

3.2 NAD module Vendors

3.2.1 Cavli Wireless
3.2.2 Fibocom
3.2.3 Kontron
3.2.4 MeiG Smart Technology
3.2.5 Quectel
3.2.6 Rolling Wireless
3.2.7 Sunsea AIoT (SIMCom & Longsung)
3.2.8 Additional NAD module vendors

3.3 SoC vendors

3.3.1 ASR Microelectronics
3.3.2 MediaTek
3.3.3 Qualcomm
3.3.4 Samsung Electronics
3.3.5 UNISOC

Glossary

List of Figures

Figure 1.1: Vehicle parc by region (2017–2023) ………………………………………………………………… 5
Figure 1.2: Top 10 countries by vehicle registrations (2024) ……………………………………………….. 6
Figure 1.3: New vehicle registration data (World 2017–2024) ……………………………………………… 7
Figure 1.4: Passenger car registrations by manufacturer (EU27+EFTA+UK 2024) ……………….. 8
Figure 1.5: Passenger car registrations by manufacturer (North America 2024) ……………………. 9
Figure 1.6: Passenger car registrations by manufacturer (China 2024) ………………………………. 11
Figure 1.7: Car OEM telematics availability in Europe (2025) ……………………………………………. 13
Figure 1.8: Car OEM telematics availability in North America (2025) ………………………………….. 16
Figure 1.9: Car OEM telematics availability in Asia-Pacific (2025) ……………………………………… 18
Figure 1.10: Car OEM telematics availability in Latin America (2025) …………………………………. 20
Figure 1.11: Car OEM telematics availability in the Middle East and Africa (2025) ……………….. 21
Figure 1.12: Examples of TCUs …………………………………………………………………………………….. 25
Figure 1.13: Examples of NAD modules …………………………………………………………………………. 25
Figure 1.14: Cost comparison for NAD modules (2025)……………………………………………………. 27
Figure 2.1: TCU shipments by region (World 2023–2029) ………………………………………………… 33
Figure 2.2: TCU revenues by region (World 2023–2029) ………………………………………………….. 34
Figure 2.3: TCU shipments by network technology (World 2023–2029) ……………………………… 35
Figure 2.4: Overview of the TCU supplier ecosystem ……………………………………………………….. 37
Figure 2.5: TCU vendor market shares (World 2024) ……………………………………………………….. 38
Figure 2.6: NAD module vendor market shares (World 2024)……………………………………………. 39
Figure 2.7: SoC vendor market shares (World 2024) ……………………………………………………….. 41
Figure 2.8: Comparison of different automotive antenna concepts ……………………………………. 43
Figure 2.9: Cellular antennas in Tesla’s Model 3 and Model Y…………………………………………… 44
Figure 3.1: Actia ACU6-Pro Automotive TCU …………………………………………………………………… 50
Figure 3.2: Aumovio telematics control unit …………………………………………………………………….. 52
Figure 3.3: Example of a Bosch TCU with integrated antennas …………………………………………. 53
Figure 3.4: The Harman Ready Connect TCU …………………………………………………………………. 57
Figure 3.5: LG Electronics TCU technical roadmap …………………………………………………………. 60
Figure 3.6: Valeo 5G Premium TCU ……………………………………………………………………………….. 63
Figure 3.7: MeiG’s smart cockpit module roadmap …………………………………………………………. 73
Figure 3.8: Overview of MediaTek’s Dimensity Auto platform ……………………………………………. 80
Figure 3.9: Qualcomm’s Snapdragon Auto Connectivity products (Q4-2025)……………………… 82
Figure 3.10: QCT revenues by segment (2022–2024) ………………………………………………………. 83
Figure 3.11: Samsung’s automotive chip solutions ………………………………………………………….. 84
Figure 3.12: UNISOC’s cellular automotive chipsets (Q3-2025)…………………………………………. 86