世界の自動車OEMテレマティクス市場 第10版

The Global Automotive OEM Telematics Market 10th Edition

出版社Berg Insight
出版年月2025年7月
ページ数270
図表数68
価格タイプシングルユーザライセンス
価格Eur 1,800
種別英文調査報告書

Berg Insight「世界の自動車OEMテレマティクス市場(第10版)- The Global Automotive OEM Telematics Market – 10th Edition」は世界の自動車OEMテレマティクス市場の最新動向を調査し、自動車OEMテレマティクスのバリューチェーンと主要アプリケーションについて広範な情報を掲載しています。

主な掲載内容

  • 世界の乗用車市場
    • 自動車メーカー
    • OEMテレマティクスサービス
    • 法規制の遵守
    • 市場動向
  • カーテレマティクスソリューション
  • OEMテレマティクスプロポジション
  • コネクテッドカーのエコシステム内のプレイヤ
    • テレマティクスサービス提供企業
    • DaaS(Data-as-a-Service)市場と開発会社のプラットフォーム
    • モバイル事業者
    • IoTマネージドサービス提供企業
    • 接続管理プラットフォーム提供会社
  • 市場予測と動向
    • カーテレマティクス市場予測
    • 市場動向
    • バリューチェーン分析
    • M&A

Report Overview

The Global Automotive OEM Telematics Market is the tenth consecutive report from Berg Insight analysing the latest developments on the connected car market worldwide. This strategic research report from Berg Insight provides you with 270 pages of unique business intelligence including 5-year industry forecasts and expert commentary on which to base your business decisions.

What are the latest trends on the global car OEM telematics market? Berg Insight estimates that 78 percent of all cars sold worldwide in 2024 were equipped with OEM embedded telematics. Examples of applications include eCall and roadside assistance, stolen vehicle tracking, vehicle diagnostics, connected navigation and infotainment, Wi-Fi hotspot, convenience applications, over-the-air updates, in-vehicle payments, usage-based insurance, leasing and rental fleet management, as well as electronic road charging. Get up to date with the latest industry trends in this new 270-page report.

Highlights from the report:

  • Insights from 30 executive interviews with market leading companies.
  • New data on car populations and new car registrations worldwide.
  • Comprehensive overview of the car OEM telematics value chain and key applications.
  • In-depth analysis of market trends and key developments.
  • Detailed profiles of 25 major car OEMs and their telematics propositions.
  • Updated market forecasts by region lasting until 2029.

The number of connected cars with embedded OEM telematics systems is expected to surpass 500 million by 2029

Berg Insight’s definition of a car telematics system in this report is an automatic system designed for passenger cars that incorporates some form of cellular communications. Several categories of car telematics applications are now offered by carmakers. Examples include eCall and roadside assistance, stolen vehicle tracking (SVT), vehicle diagnostics, over-the-air (OTA) updates, connected navigation and infotainment, entertainment services such as music and video streaming, convenience services, Wi-Fi hotspots as well as AI personal assistance services. Convenience services include remote control of vehicle functions such as door lock/unlock, vehicle preconditioning (heating or cooling of the passenger compartment before a trip), EV charging management and finding the last parking position.

Installed base of active embedded car OEM telematics units (World 2023-2029) - Berg Insight

Virtually all of the world’s leading carmakers have launched mass-market services in key regions today. Berg Insight estimates that 79 percent of all new cars sold worldwide in 2024 were equipped with an OEM-embedded telematics system, up from 75 percent in 2023. The eCall mandate in EU27+EFTA+UK has accelerated the adoption of telematics, making it a standard feature in nearly all new cars sold in the region in 2024. By 2025, the attach rate in EU27+EFTA+UK is expected to reach 100 percent, up from 97 percent in 2024. North America is an advanced market in terms of premium telematics services with an attach rate of about 93 percent. In China, the attach rate reached 84 percent in 2024. Other developed markets include Russia and CIS, Japan and South Korea. In other regions, the attach rate is still around 30–40 percent.

Since many volume brands such as Toyota, GM, Stellantis, Ford, Volkswagen, Hyundai, Honda and Nissan now offer connected services for free in their main markets, they will constitute a large part of the growth of connected car subscriptions in the coming years. Premium brands such as BMW, Mercedes-Benz and Audi have offered telematics services as a standard feature across models and geographies for more than a decade and have a considerable number of subscribers. Other major car brands offering embedded telematics on a broad scale include Kia, Tesla, Renault, Geely, BYD, Volvo Cars, Mazda, JLR, SAIC, GWM, Chery, Subaru, Porsche, Lexus and Changan Motors. Relatively newly founded brands in China such as Leapmotor, Li Auto and NIO also offer embedded telematics services.

Berg Insight estimates that total shipments of embedded OEM telematics systems reached 64.5 million units worldwide in 2024. Growing at a compound annual growth rate of 4.9 percent, shipments are expected to reach 82.1 million units in 2029. During the same time, the attach rate of embedded telematics units is forecasted to increase from about 79 percent in 2024 to 93 percent in 2029. The number of embedded telematics subscriptions is forecasted to grow at a compound annual growth rate of 13.0 percent from 286.6 million in 2024 to 528.1 million in 2029.

Car manufacturers rely on services provided by mobile network operators, MVNOs, connectivity management platform providers and telematics service providers. Mobile operators and MVNOs such as AT&T, Vodafone, China Unicom, China Mobile, KDDI, Deutsche Telekom, Orange, Verizon, Cubic and NTT are leading connectivity providers in the automotive segment. Connectivity management platforms is also an important part of the connected car ecosystem enabling features such as provisioning, subscription management, cost monitoring and event management. Leading connectivity management platforms players in the automotive industry include Cisco, Aeris, Airlinq and Lolo Company.

Telematics service providers in the OEM segment have established partnerships with multiple telematics system vendors to enable connected car services for car manufacturers across an international footprint. Examples of telematics service providers focusing on the automotive OEM segment include Beijing Yesway Information Technology, Bosch, Cerence AI, Forvia, Harman International, Here Technologies, PATEO, Sibros, SiriusXM Connect, Sonatus, TomTom, Valtech Mobility and WirelessCar. There are also companies specialising in building connected car services and applications upon connected car data. Examples of such companies include Caruso, CCC Intelligent Solutions, High Mobility, LexisNexis Risk Solutions and Smartcar.


Table of Contents

Executive Summary

1 The Global Passenger Car Market

1.1 Introduction
1.1.1 Passenger cars in use by region
1.1.2 New passenger car registration trends
1.2 Car manufacturers
1.2.1 Toyota Motor Corporation
1.2.2 Volkswagen Group
1.2.3 Ford Motor Company
1.2.4 General Motors
1.2.5 Stellantis
1.2.6 BMW Group
1.2.7 Mercedes-Benz Group
1.2.8 Hyundai Motor Group
1.2.9 Honda Motor
1.2.10 Renault-Nissan-Mitsubishi Alliance
1.2.11 Tesla
1.3 Overview of car OEM telematics services
1.3.1 Car OEM telematics services in Europe
1.3.2 Car OEM telematics services in North America
1.3.3 Car OEM telematics services in Asia-Pacific
1.3.4 Car OEM telematics services in Latin America
1.3.5 Car OEM telematics services in the Middle East and Africa
1.3.6 Business models
1.4 Regulatory compliance
1.4.1 Vehicle security, safety and emergency call regulations
1.4.2 Vehicle emissions
1.4.3 Data protection
1.5 Market trends
1.5.1 Hybrid electric, plug-in hybrid electric and all-electric vehicles
1.5.2 Carsharing and personal transportation as a service
1.5.3 ADAS and autonomous driving technologies
1.5.4 Vehicle-to-Everything (V2X) communications

2 Car Telematics Solutions

2.1 Car telematics infrastructure
2.1.1 Vehicle segment
2.1.2 Tracking segment
2.1.3 Network segment
2.1.4 Service segment
2.2 Car telematics applications
2.2.1 eCall and roadside assistance
2.2.2 Stolen vehicle tracking
2.2.3 Motor insurance telematics
2.2.4 Vehicle diagnostics and maintenance
2.2.5 Over-the-air updates
2.2.6 Leasing and rental fleet management
2.2.7 Electronic toll collection and congestion charging
2.2.8 Remote control and convenience services
2.2.9 Connected navigation and infotainment
2.2.10 Connected in-vehicle payments
2.2.11 Wi-Fi hotspots
2.2.12 AI-powered in-car personal assistants
2.3 Connectivity options
2.3.1 Tethered devices
2.3.2 Integrated smartphone solutions
2.3.3 Embedded connectivity solutions

3 OEM Telematics Propositions

3.1 BMW Group
3.1.1 Overview of BMW passenger car models
3.1.2 Overview of BMW ConnectedDrive telematics services
3.1.3 BMW infotainment systems and apps
3.1.4 BMW and MINI CarData
3.1.5 MINI telematics services
3.2 BYD Auto
3.2.1 Overview of BYD passenger car models
3.2.2 BYD connected car services
3.3 Changan Motors
3.3.1 Overview of Changan Motors passenger car models
3.3.2 Overview of Changan Motors connected car services
3.4 Chery Group
3.4.1 Overview of Chery passenger car models
3.4.2 Chery connected car service offerings
3.5 Ford Motor Company
3.5.1 Overview of Ford passenger car models
3.5.2 Ford software platforms and infotainment systems
3.5.3 Overview of Ford connected car services
3.5.4 FordPass Connect and Lincoln connected car services
3.5.5 Ford Pro commercial offerings
3.6 Geely
3.6.1 Overview of Geely passenger car models
3.6.2 Geely connected car services
3.7 General Motors
3.7.1 Overview of the main GM passenger car brands
3.7.2 Infotainment systems and apps
3.7.3 GM OnStar telematics services
3.8 Great Wall Motors
3.8.1 Overview of Great Wall Motors passenger car models
3.8.2 GWM connected car platforms and services
3.9 Honda Motor Company
3.9.1 Overview of Honda and Acura passenger car models
3.9.2 Overview of Honda and Acura connected car services
3.10 Hyundai Motor Group
3.10.1 Overview of Hyundai and Kia passenger car models
3.10.2 Overview of Hyundai Motor Group’s connected car platforms
3.10.3 Hyundai BlueLink services
3.10.4 Kia Connect Services
3.11 Jaguar Land Rover
3.11.1 Overview of Jaguar Land Rover passenger car models
3.11.2 Jaguar Land Rover telematics services
3.12 Leapmotor
3.12.1 Overview of Leapmotor passenger car models
3.12.2 Leapmotor connected car service offerings
3.13 Li Auto
3.13.1 Overview of Li Auto passenger car models
3.13.2 Li Auto connected car service offerings
3.14 Mazda Motor Corporation
3.14.1 Overview of Mazda passenger car models
3.14.2 The Mazda Connect infotainment system and telematics services
3.15 Mercedes-Benz Group
3.15.1 Overview of Mercedes-Benz passenger car models
3.15.2 Overview of Mercedes-Benz telematics services
3.15.3 MBUX – Mercedes-Benz User Experience infotainment system
3.15.4 Mercedes Me services
3.16 NIO
3.16.1 Overview of NIO passenger car models
3.16.2 NIO connected car service offerings
3.17 Nissan Motor Company
3.17.1 Overview of Nissan and Infiniti passenger car models
3.17.2 Overview of Nissan and Infiniti infotainment systems and telematics services
3.17.3 NissanConnect Services
3.17.4 Infiniti North America connected car services
3.18 Renault Group
3.18.1 Overview of Renault and Dacia passenger car models
3.18.2 Overview of Renault infotainment systems and services
3.18.3 Renault connected car services
3.19 SAIC Motor
3.19.1 Overview of SAIC Motor passenger car models
3.19.2 Overview of SAIC connected car services
3.20 Stellantis
3.20.1 Overview of Stellantis passenger car models
3.20.2 Overview of Stellantis’ technology platforms
3.20.3 The Uconnect infotainment system
3.20.4 Uconnect services
3.20.5 Peugeot, Citroën, DS, Vauxhall and Opel telematics services
3.20.6 Mobilisights
3.21 Subaru
3.21.1 Overview of Subaru passenger car models
3.21.2 The Subaru STARLINK infotainment system
3.21.3 Subaru STARLINK connected services
3.22 Tesla
3.22.1 Overview of Tesla passenger car models
3.22.2 Tesla infotainment systems and connected car services
3.23 Toyota Motor Corporation
3.23.1 Overview of Toyota and Lexus passenger car models
3.23.2 Overview of Toyota and Lexus telematics services
3.23.3 The T-Connect and G-LINK telematics services for the Japanese market
3.23.5 Toyota and Lexus connected car services in the Middle East
3.23.6 Toyota connected car services in Australia
3.23.7 Toyota and Lexus connected car services in Europe
3.23.8 Toyota Kinto
3.24 Volkswagen Group
3.24.1 Overview of Volkswagen Group passenger car brands and models
3.24.2 Cariad
3.24.3 Volkswagen connected car services
3.24.4 The Audi Connect telematics services
3.24.5 Porsche connected car services
3.25 Volvo Cars
3.25.1 Overview of Volvo passenger car models
3.25.2 Volvo infotainment systems
3.25.3 Volvo Digital Services

4 Connected Car Ecosystem Players

4.1 Telematics service providers
4.1.1 Beijing Yesway Information Technology
4.1.2 Bosch
4.1.3 Cerence AI
4.1.4 Forvia
4.1.5 Harman International
4.1.6 HERE Technologies
4.1.7 PATEO
4.1.8 Sibros
4.1.9 SiriusXM Connect
4.1.10 Sonatus
4.1.11 TomTom
4.1.12 Valtech Mobility
4.1.13 WirelessCar
4.2 Data-as-a-Service marketplaces and developer platforms
4.2.1 Caruso
4.2.2 CCC Intelligent Solutions
4.2.3 High Mobility
4.2.4 LexisNexis Risk Solutions
4.2.5 Smartcar
4.3 Mobile operators
4.3.1 América Móvil
4.3.2 AT&T
4.3.3 China Mobile
4.3.4 China Unicom
4.3.5 Deutsche Telekom
4.3.6 KDDI
4.3.7 Orange
4.3.8 Singtel
4.3.9 Tele2
4.3.10 Telefónica
4.3.11 Telenor
4.3.12 Verizon
4.3.13 Vodafone
4.4 IoT managed service providers
4.4.1 Airnity
4.4.2 Cubic
4.4.3 Lenovo Connect
4.4.4 NTT
4.4.5 Tata Communications
4.5 Connectivity management platform providers
4.5.1 Aeris
4.5.2 Airlinq
4.5.3 Cisco
4.5.4 Lolo Company

5 Market Forecasts and Trends

5.1 Car telematics forecasts
5.1.1 Car sales forecast
5.1.2 Car telematics forecast
5.1.3 Car telematics in the EU27+EFTA+UK and Eastern Europe
5.1.4 Car telematics in North America
5.1.5 Car telematics in Latin America
5.1.6 Car telematics in China
5.1.7 Car telematics in rest of Asia-Pacific
5.1.8 Car telematics in the Middle East and Africa
5.1.9 Hardware and service revenue forecast
5.1.10 Embedded TCU shipments by technology
5.1.11 Connected car data consumption analysis
5.2 Market trends
5.2.1 Gen AI-powered in-car personal assistants to improve driving experiences
5.2.2 Connectivity as an enabler for the software-defined vehicle
5.2.3 Over-the-air (OTA) updates now ubiquitous on the market
5.2.4 Mass market safety services driven by regional mandates
5.2.5 Smartphone-mirroring solutions expected to remain popular
5.2.6 OEM SVT services compete with aftermarket services in many countries
5.2.7 Connected navigation faces competition from free smartphone apps
5.2.8 CRM solutions and vehicle diagnostics enable improved customer care
5.2.9 OEMs involved in usage-based insurance products
5.2.10 In-vehicle commerce platforms are emerging in mature markets
5.2.11 Chinese brands enter the European car market
5.2.12 Western OEMs adopt new strategies for the Chinese market
5.2.13 Satellite IoT communications in the automotive industry
5.3 Value chain analysis
5.3.1 Automotive OEM telematics hardware suppliers
5.3.2 Telematics service providers
5.3.3 Car manufacturers
5.3.4 Telecom industry players
5.3.5 Software, application and content suppliers
5.4 Mergers and acquisitions

Glossary

List of Figures

Figure 1.1: Car park by region (World 2017–2023) ……………………………………………………………. 5
Figure 1.2: Passenger car density per 1,000 inhabitants (EU27+EFTA+UK 2023) ……………….. 6
Figure 1.3: New car registration data (World 2017–2024) …………………………………………………… 7
Figure 1.4: Top 10 countries by new passenger car and light truck registrations (2024) ………… 8
Figure 1.5: Top 20 passenger car manufacturers by revenues (World 2024) ………………………. 11
Figure 1.6: Passenger car registrations by manufacturer (EU27+EFTA+UK 2024) ……………… 12
Figure 1.7: Passenger car registrations by manufacturer (North America 2024) ………………….. 13
Figure 1.8: Passenger car registrations by manufacturer (Japan 2024) ……………………………… 15
Figure 1.9: Passenger car registrations by manufacturer (China 2024) ………………………………. 16
Figure 1.10: Connected car park (World 2023–2024) ……………………………………………………….. 18
Figure 1.11: Car OEM telematics availability in Europe (June 2025) ………………………………….. 20
Figure 1.12: Car OEM telematics availability in North America (June 2025) ………………………… 23
Figure 1.13: Car OEM telematics availability in Asia-Pacific (June 2025) …………………………….. 25
Figure 1.14: Car OEM telematics availability in Latin America (June 2025) …………………………. 26
Figure 1.15: Car OEM telematics availability in the Middle East and Africa (June 2025) ……….. 28
Figure 1.16: Registered highway-capable BEVs and PHEVs (World 2024) …………………………. 34
Figure 1.17: New registrations of highway-capable BEVs and PHEVs (World 2024)…………….. 35
Figure 1.18: Top selling BEVs and PHEVs brands (World 2024) ……………………………………….. 36
Figure 1.19: Leading carsharing service providers (World Q4-2024) ………………………………….. 38
Figure 1.20: Shipments of passenger cars by SAE 1–4 level (World 2024–2030) ………………… 41
Figure 2.1: eCall application lifecycle …………………………………………………………………………….. 51
Figure 2.2: SVT application lifecycle ………………………………………………………………………………. 52
Figure 2.3: Motor insurance telematics application lifecycle ……………………………………………… 53
Figure 2.4: Vehicle diagnostics application lifecycle ………………………………………………………… 54
Figure 2.5: Leasing and rental fleet management application lifecycle ………………………………. 55
Figure 2.6: Electronic toll collection application lifecycle ………………………………………………….. 56
Figure 2.7: Connected navigation application lifecycle …………………………………………………….. 57
Figure 2.8: Connectivity options ……………………………………………………………………………………. 59
Figure 3.1: BMW Connected Booster services (Europe 2025) …………………………………………… 67
Figure 3.2: GM OnStar services and price plans (USA 2025) ……………………………………………. 85
Figure 3.3: HondaLink services and price plans (North America 2025) ………………………………. 93
Figure 3.4: NissanConnect services (USA 2025) ……………………………………………………………. 116
Figure 3.5: Subaru’s STARLINK service packages (USA 2025) ……………………………………….. 135
Figure 3.6: Toyota and Lexus telematics system offerings (World 2025) …………………………… 140
Figure 3.7: Lexus Enform services and prices (USA 2025) ……………………………………………… 143
Figure 3.8: VW Car-Net packages (USA 2025) ………………………………………………………………. 150
Figure 3.9: Audi North America Connect services and price plans (2025) ………………………… 153
Figure 3.10: Porsche Car Connect services and price plans (World 2025) ……………………….. 157
Figure 4.1: IoT communications service providers (Q2-2025) ………………………………………….. 189
Figure 4.2: China Mobile IoT business KPIs (2020–2024) ……………………………………………….. 193
Figure 4.3: China Unicom IoT business KPIs (2020–2024) ……………………………………………… 195
Figure 4.4: T IoT Hub platform integrations …………………………………………………………………… 197
Figure 4.5: Orange cellular IoT connections by country (2019–2024) ………………………………. 202
Figure 4.6: Telefónica cellular IoT connections by country (2019–2024) …………………………… 208
Figure 4.7: Financial data for Telenor Connexion (2022–2024) ………………………………………… 210
Figure 4.8: IoT managed service providers (Q2-2025) ……………………………………………………. 218
Figure 4.9: Overview of the AUTOLINQ platform ……………………………………………………………. 226
Figure 4.10: Cisco’s IoT product portfolio …………………………………………………………………….. 228
Figure 5.1: New car sales, by region (World 2023–2029) ………………………………………………… 233
Figure 5.2: Telematics shipments and active subscribers (World 2023–2029) …………………… 234
Figure 5.3: Telematics shipments and active subscribers (EU27+EFTA+UK 2023–2029) ….. 235
Figure 5.4: Telematics shipments and active subscribers (Eastern Europe 2023–2029) …….. 236
Figure 5.5: Telematics shipments and active subscribers (North America 2023–2029) ………. 236
Figure 5.6: Telematics shipments and active subscribers (Latin America 2023–2029) ……….. 237
Figure 5.7: Telematics shipments and active subscribers (China 2023–2029) …………………… 238
Figure 5.8: Telematics shipments and active subscribers (Rest of Asia-Pacific 2023–2029) … 239
Figure 5.9: Telematics shipments and active subscribers (MEA 2023–2029) …………………….. 239
Figure 5.10: Telematics hardware and service revenues (World 2023–2029) …………………….. 240
Figure 5.11: Telematics hardware and service revenues (EU27+EFTA+UK 2023–2029) ……. 241
Figure 5.12: Telematics hardware and service revenues (North America 2023–2029) ………… 241
Figure 5.13: Telematics hardware and service revenues (China 2023–2029) …………………….. 242
Figure 5.14: Telematics hardware and service revenues (RoW 2023–2029) ……………………… 243
Figure 5.15: Shipments of embedded TCUs by technology (World 2023–2029) ………………… 244
Figure 5.16: Average annual data consumption per connected car (World 2023–2029) ……… 245
Figure 5.17: OEM telematics SIM cards by region (World 2023–2029) ……………………………… 260
Figure 5.18: Top five cellular IoT connectivity providers for connected cars (Q4-2024) ………. 261
Figure 5.19: The adoption of Android Automotive and GAS by car brand (Q2-2025) …………. 263
Figure 5.20: Mergers and acquisitions in the connected car space (2017–2025) ………………. 267