世界の自動車OEMテレマティクス市場　第8版

出版：Berg Insight（ベルグインサイト社）　出版年月：2023年6月

The Global Automotive OEM Telematics Market – 8th Edition
世界の自動車OEMテレマティクス市場（第8版）

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Berg Insight「世界の自動車OEMテレマティクス市場（第8版）- The Global Automotive OEM Telematics Market – 8th 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

1. 世界の乗用車市場
   1. 自動車メーカー
   2. OEMテレマティクスサービス概観
   3. 法規制の遵守
   4. 市場動向
2. カーテレマティクスソリューション
3. OEMテレマティクスの課題
4. コネクテッドカーのエコシステム内のプレイヤ
   1. テレマティクスサービス提供企業
   2. モバイル事業者
   3. IoTマネージドサービス提供企業
   4. 市場および開発者向けプラットフォーム提供企業
5. 市場予測と動向
   1. カーテレマティクス市場予測
   2. アプリケーション動向
   3. バリューチェーン分析
   4. M&A

What are the latest trends on the global car OEM telematics market? Berg Insight estimates that nearly 72 percent of all cars sold worldwide in 2022 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 260-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 21 major car OEMs and their telematics propositions.
• Updated market forecasts by region lasting until 2027.

Embedded car OEM telematics subscribers exceeded 200 million in 2022

Telematics is a broad term that may be applied to a wide range of automotive connectivity solutions. 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. Mobile networks have enabled online connectivity with two-way communications at the same time as GPS technology has been commoditised to the extent that satellite positioning can be integrated into virtually any device. Automotive manufacturers can choose between several connectivity options when creating connected car services, which are not mutually exclusive. The main options are embedded telematics devices, tethered devices and integrated smartphones. Connectivity and intelligence can be built into the car in the form of embedded systems. Solutions relying on integrated smartphones leverage the connectivity and intelligence built into the smartphone. Car manufacturers often use a combination of these options to support different customer needs and demands in various markets.

Several categories of car telematics applications are now offered on a commercial basis by all major 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, Wi-Fi hotspots as well as concierge services and convenience applications. Convenience applications mainly rely on embedded telematics devices to enable 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. Several other applications also exist, for instance usage-based insurance, leasing and rental fleet management as well as electronic toll collection and road charging. Carmakers are also exploring in-vehicle commerce platforms and data exchanges to offer telematics data to third-party service providers. During the past years, carmakers have supported third-party service providers with APIs enabling data access and SDKs for application development. A major trend in the connected car industry is moreover the increasing adoption of Android Automotive OS and Google Automotive Services (GAS). GM, Honda, Renault, Volvo Cars and Polestar already have cars on the road today equipped with Android Automotive OS and GAS. Several others car OEMs have announced plans to adopt these in future car models.

The connected car is a major trend in the automotive industry and virtually all of the world’s leading carmakers have launched mass-market services in key regions. The drivers behind the adoption of OEM telematics are both commercial and regulatory. Regulatory initiatives related to safety and security will have a decisive effect on the adoption of OEM telematics in Europe. The EU’s eCall initiative and Russia’s ERA-GLONASS have made an automatic emergency call device a mandatory safety feature in all new car models sold. In North America, commercial services have driven the adoption of OEM telematics services that have evolved from being a differentiator to a mainstream feature now offered by all the leading car brands on a large majority of their models.

Berg Insight estimates that about 72 percent of all new cars sold worldwide in 2022 were equipped with an OEM embedded telematics system, up from 67 percent in 2021. North America is the most advanced market in terms of premium telematics services with an attach rate of 89 percent. The EU+EFTA + UK region is just behind and had an attach rate of 88 percent. Other developed markets such as Japan and South Korea currently have attach rates of approximately 76 percent. China is an important market for telematics services with an attach rate of about 74 percent in 2022. In other regions, the attach rate is relatively low at about 30 percent. GM, BMW, Toyota, Stellantis, Volkswagen, Ford and Mercedes-Benz are the leading adopters of embedded telematics, widely offering the technology as a standard feature across models and geographies. GM has offered telematics services for more than two decades, offering the technology as an integral part of its value proposition in North America, Europe and China. BMW introduced its ConnectedDrive service in North America and Western Europe in 1997. Other major car brands offering embedded telematics on a broad scale include Hyundai, Honda, Nissan, Kia, Volvo Cars, Renault, JLR, Geely and Tesla.

Berg Insight estimates that total shipments of embedded OEM telematics systems reached 50.3 million units worldwide in 2022. Growing at a compound annual growth rate of 9.0 percent, the shipments are expected to reach 77.3 million units in 2027. During the same time, the attach rate of embedded telematics units is forecasted to increase from about 72 percent in 2022 to 94 percent in 2027. The number of telematics subscribers using embedded systems is forecasted to grow at a compound annual growth rate of 16.1 percent from 202.3 million subscribers in 2022 to 426.4 million in 2027.

目次

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 manufactures
1.2.1 Toyota Motor Corporation
1.2.2 Renault-Nissan-Mitsubishi Alliance
1.2.3 Volkswagen Group
1.2.4 Stellantis
1.2.5 Ford Motor Company
1.2.6 General Motors
1.2.7 Mercedes-Benz Group
1.2.8 BMW Group
1.2.9 Honda Motor
1.2.10 Hyundai Motor Group
1.3 Overview of OEM telematics services
1.3.1 Embedded and hybrid telematics systems
1.3.2 Car OEM telematics services in North America
1.3.3 Car OEM telematics services in Europe
1.3.4 Car OEM telematics services in Asia-Pacific
1.3.5 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 infrastructure
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 hotspot
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
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 BMW Mobility Services
3.1.6 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 InCall
3.4 Ford Motor Company
3.4.1 Overview of Ford passenger car models
3.4.2 Ford infotainment systems
3.4.3 Overview of Ford telematics services
3.4.4 FordPass Connect and Lincoln telematics services
3.4.5 Autonomic’s transportation mobility cloud and Ford Fleet Management
3.5 Geely
3.5.1 Overview of Geely passenger car models
3.5.2 Geely connected car services
3.6 General Motors
3.6.1 Overview of the main GM passenger car brands
3.6.2 GM OnStar telematics services
3.6.3 Connected infotainment systems and apps
3.7 Great Wall Motors
3.7.1 Overview of Great Wall Motors passenger car models
3.7.2 The GWM Haval Connected telematics system
3.8 Honda Motor Company
3.8.1 Overview of Honda and Acura passenger car models
3.8.2 Overview of Honda and Acura infotainment systems and connectivity services
3.8.3 The HondaLink connected car systems and services
3.8.4 The AcuraLink connected car systems and services
3.9 Hyundai Motor Group
3.9.1 Overview of Hyundai and Kia passenger car models
3.9.2 Overview of the Hyundai Motor Group’s telematics solutions
3.9.3 The Hyundai Blue Link telematics service in North America
3.9.4 The Kia Connect Services
3.10 Jaguar Land Rover Automotive
3.10.1 Overview of Jaguar Land Rover passenger car models
3.10.2 Jaguar Land Rover telematics services
3.11 Mazda Motor Corporation
3.11.1 Overview of Mazda passenger car models
3.11.2 The Mazda Connect infotainment system and telematics services
3.12 Mercedes-Benz Group
3.12.1 Overview of Mercedes-Benz passenger car models
3.12.2 Overview of Mercedes-Benz telematics services
3.12.3 MBUX – Mercedes-Benz User Experience infotainment system
3.12.4 Mercedes Me services
3.12.5 Mercedes-Benz connected service platforms in North America
3.13 Nissan Motor Company
3.13.1 Overview of Nissan and Infiniti passenger car models
3.13.2 Overview of Nissan and Infiniti infotainment systems and telematics services
3.13.3 NissanConnect Services
3.13.4 Infiniti North America connected car services
3.14 Renault Group
3.14.1 Overview of Renault and Dacia passenger car models
3.14.2 Overview of Renault infotainment systems and telematics services
3.14.3 Renault connected services
3.15 SAIC Motors
3.15.1 Overview of SAIC Motors passenger car models
3.15.2 The SAIC connected car programmes
3.16 Stellantis
3.16.1 Overview of Stellantis passenger car models
3.16.2 Overview of Stellantis’ platforms and telematics services
3.16.3 The Uconnect infotainment systems
3.16.4 Uconnect connected services
3.16.5 Peugeot, Citroën, DS, Vauxhall and Opel telematics services
3.16.6 Free2Move
3.16.7 Leasys
3.17 Subaru
3.17.1 Overview of Subaru passenger car models
3.17.2 The Subaru STARLINK infotainment system
3.17.3 Subaru STARLINK connected services
3.18 Tesla
3.18.1 Overview of Tesla passenger car models
3.18.2 Tesla infotainment systems and telematics services
3.19 Toyota Motor Corporation
3.19.1 Overview of Toyota and Lexus passenger car models
3.19.2 Overview of Toyota and Lexus telematics services
3.19.3 The T-Connect and G-LINK telematics services for the Japanese market
3.19.5 Toyota and Lexus telematics services in the Middle East
3.19.6 Toyota and Lexus connected services in Europe
3.20 Volkswagen Group
3.20.1 Overview of Volkswagen Group passenger car brands and models
3.20.2 Cariad
3.20.3 The Audi Connect telematics services
3.20.4 Porsche connected car services
3.20.5 Volkswagen We Connect
3.20.6 The Volkswagen Car-Net telematics services
3.21 Volvo Cars
3.21.1 Overview of Volvo passenger car models
3.21.2 Volvo infotainment systems
3.21.3 Volvo Digital Services
3.21.4 Volvo On Demand and Care by Volvo

4 Connected Car Ecosystem Players

4.1 Telematics service providers
4.1.1 Airbiquity
4.1.2 Beijing Yesway Information Technology
4.1.3 Cerence
4.1.4 Harman International
4.1.5 IMS
4.1.6 Octo Telematics
4.1.7 PATEO
4.1.8 SiriusXM Connected Vehicle Services
4.1.9 Targa Telematics
4.1.10 WirelessCar
4.1.11 Xevo
4.2 Mobile operators
4.2.1 América Móvil
4.2.2 AT&T
4.2.3 China Unicom
4.2.4 Deutsche Telekom
4.2.5 KDDI
4.2.6 Orange
4.2.7 T-Mobile USA
4.2.8 Telefónica Group
4.2.9 Verizon Communications
4.2.10 Vodafone and Vodafone Automotive
4.3 IoT managed service providers
4.3.1 Aeris
4.3.2 Airnity
4.3.3 Cubic Telecom
4.3.4 Tata Communications
4.3.5 Transatel
4.4 Marketplace and developer platform providers
4.4.1 CCC Intelligent Solutions
4.4.2 High Mobility
4.4.3 LexisNexis
4.4.4 Otonomo
4.4.5 Smartcar
4.4.6 Verisk Analytics
4.4.7 Wejo

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 EU+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 Asia-Pacific
5.1.7 Car telematics in the Middle East and Africa
5.1.8 Hardware and service revenue forecast
5.1.9 Embedded TCU shipments by technology
5.2 Application trends
5.2.1 Mass market safety services driven by regional mandates
5.2.2 OEM SVT services compete with aftermarket services in many countries
5.2.3 Connected navigation faces competition from free smartphone apps
5.2.4 Handset based infotainment services complement embedded solutions
5.2.5 Remote control features have become standard and continue to evolve
5.2.6 CRM solutions and vehicle diagnostics enable improved customer care
5.2.7 Connectivity enables new car distribution models
5.2.8 OEMs increasingly involved in usage-based insurance products
5.2.9 Wi-Fi hotspots enable convenient connectivity for passengers
5.2.10 Over-the-air (OTA) updates reduce recall expenses
5.2.11 Call centre convenience services are less common
5.2.12 AI-powered in-car personal assistants to complement concierge services
5.2.13 Apple CarPlay and Android Auto drive uptake of smartphone integration
5.2.14 Automotive OEMs to collaborate in a wide ecosystem of partners
5.2.15 Data exchanges to make OEM data available for third-party providers
5.2.16 In-vehicle commerce platforms are emerging on mature markets
5.2.17 China is the main market for C-V2X deployments
5.2.18 New car assessment programmes to drive demand for V2X
5.2.19 Android Automotive OS and Google Automotive Services gain traction
5.2.20 Automotive OEMs affected by the 3G sunset in North America
5.2.21 TSPs adjust to automotive OEMs insourcing strategies
5.3 Value chain analysis
5.3.1 Automotive OEM suppliers
5.3.2 Telematics service providers
5.3.3 Car manufacturers
5.3.4 Telecoms industry players
5.3.5 Software, application and content suppliers
5.4 Mergers and acquisitions

Glossary

List of Figures

List of Figures

Figure 1.1: Car parc by region (World 2015–2021) ……………………………………………………………. 6
Figure 1.2: Passenger car density per 1,000 inhabitants (EU+EFTA+UK 2021) …………………… 7
Figure 1.3: New car registration data (World 2015–2022) …………………………………………………… 8
Figure 1.4: Top 10 countries by new passenger car and light truck registrations (2022) ………… 9
Figure 1.5: Top 20 Passenger car manufactures by revenues (World 2022) ……………………….. 11
Figure 1.6: Passenger car registrations by manufacturer (EU+EFTA+UK 2022) …………………. 13
Figure 1.7: Passenger car registrations by manufacturer (North America 2022) ………………….. 14
Figure 1.8: Passenger car registrations by manufacturer (Japan 2022) ……………………………… 16
Figure 1.9: Passenger car registrations by manufacturer (China 2022) ………………………………. 17
Figure 1.10: Connected car park (World 2021–2022) ……………………………………………………….. 19
Figure 1.11: Car OEM telematics availability in North America (May 2023) …………………………. 21
Figure 1.12: Car OEM telematics availability in Europe (May 2023)……………………………………. 23
Figure 1.13: Car OEM telematics availability in Asia-Pacific (May 2023) ……………………………… 26
Figure 1.14: Top selling highway capable all-electric cars (World 2022) …………………………….. 34
Figure 1.15: Registered highway capable BEVs and PHEVs (World 2022) …………………………. 35
Figure 1.16: New registrations of highway capable BEVs and PHEVs (World 2022) …………….. 35
Figure 1.17: Leading carsharing service providers (World Q4–2021) …………………………………. 38
Figure 2.1: eCall application lifecycle …………………………………………………………………………….. 50
Figure 2.2: SVT application lifecycle ………………………………………………………………………………. 51
Figure 2.3: Motor insurance telematics application lifecycle ……………………………………………… 52
Figure 2.4: Vehicle diagnostics application lifecycle ………………………………………………………… 53
Figure 2.5: Leasing and rental fleet management application lifecycle ………………………………. 54
Figure 2.6: Electronic toll collection application lifecycle ………………………………………………….. 55
Figure 2.7: Convenience services and remote control application lifecycle ………………………… 56
Figure 2.8: Connected navigation application lifecycle …………………………………………………….. 57
Figure 2.9: Connectivity options ……………………………………………………………………………………. 58
Figure 3.1: Connected Booster package (Europe 2023) …………………………………………………… 66
Figure 3.2: GM OnStar services and price plans (North America 2023) ……………………………… 86
Figure 3.3: AcuraLink services and price plans (North America 2023) ……………………………….. 98
Figure 3.4: Hyundai Blue Link services and price plans (USA 2023) ………………………………… 103
Figure 3.5: Overview of InControl subscription services (Europe 2023) ……………………………. 109
Figure 3.6: Overview of Mercedes Me Connect services (USA 2023) ……………………………….. 117
Figure 3.7: Infiniti Touch services (USA 2023) ……………………………………………………………….. 124
Figure 3.8: Examples of Subaru STARLINK service packages (USA 2023) ……………………….. 144
Figure 3.9: Toyota and Lexus telematics systems (2023) ……………………………………………….. 150
Figure 3.10: Lexus Enform services and prices (USA 2023) ……………………………………………. 155
Figure 3.11: Audi North America Connect services and price plans (2023) ………………………. 162
Figure 3.12: Porsche Car Connect services and price plans (World 2023) ……………………….. 165
Figure 3.13: VW Car-Net packages (USA 2023) …………………………………………………………….. 168
Figure 4.1: IoT communications service providers (Q2-2023) ………………………………………….. 192
Figure 4.2: IoT managed service providers (Q2-2023) ……………………………………………………. 210
Figure 5.1: New car sales, by region (World 2021–2027) ………………………………………………… 225
Figure 5.2: Telematics shipments and active subscribers (World 2021–2027) …………………… 226
Figure 5.3: Telematics shipments and active subscribers (EU+EFTA+UK 2021–2027) ……… 227
Figure 5.4: Telematics shipments and active subscribers (Eastern Europe 2021–2027) …….. 228
Figure 5.5: Telematics shipments and active subscribers (North America 2021–2027) ………. 228
Figure 5.6: Telematics shipments and active subscribers (Latin America 2021–2027) ……….. 229
Figure 5.7: Telematics shipments and active subscribers (Asia-Pacific 2021–2027) …………… 230
Figure 5.8: Telematics shipments and active subscribers (MEA 2021–2027) …………………….. 231
Figure 5.9: Telematics hardware and service revenues (World 2021–2027) ………………………. 232
Figure 5.10: Telematics hardware and service revenues (EU+EFTA+UK 2021–2027) ……….. 232
Figure 5.11: Telematics hardware and service revenues (North America 2021–2027) ………… 233
Figure 5.12: Telematics hardware and service revenues (ROW 2021–2027) ……………………… 233
Figure 5.13: Shipments of embedded TCUs by technology (World 2021–2027) ………………… 235
Figure 5.14: The adoption of Android Automotive and GAS by car brand (May 2023) ……….. 246
Figure 5.15: OEM telematics SIM-cards by region (World 2021–2027) …………………………….. 255
Figure 5.16: Mergers and acquisitions in the connected car space (2016–2023) ………………. 259