世界の車両テレマティクスハードウェア市場　第2版

Berg Insight「世界の車両テレマティクスハードウェア市場　第2版 – The Global Vehicle Telematics Hardware Market 2nd Edition」はアフターマーケットおよびOEMの両セグメントにおいて乗用車および商用車に搭載されるテレマティクスハードウェア市場を調査しています。

主な掲載内容

• 乗用車と商用車市場
  • イントロダクション
  • 自動車および商用車用テレマティクス
  • アフターマーケットとOEMのテレマティクス構造
• 市場予測と動向
• アフターマーケットテレマティクスのハードウェア市場予測
  • OEMテレマティクス市場予測
  • バリューチェーン分析
  • 市場動向
• 企業概要と戦略
  • アフターマーケットの専門ハードウェアベンダ
  • 垂直統合型テレマティクスおよびフリートマネジメントベンダ
  • OEMテレマティクスのハードウェアサプライヤ

Report Overview

This report focuses on the hardware part of the connected vehicle value chain, including device form factors such as blackboxes, OBD dongles and TCUs. Berg Insight estimates that total shipments of telematics devices reached 105.6 million units worldwide in 2022. Growing at a compound annual growth rate of 9.6 percent, shipments are expected to reach 166.9 million units in 2027. The report covers both the aftermarket and OEM segments for passenger cars and commercial vehicles. Get up to date with the latest industry trends in this new 140-page strategy report from Berg Insight.

The Global Vehicle Telematics Hardware Market is a strategy report from Berg Insight covering both the aftermarket and OEM segments for passenger cars and commercial vehicles. This strategic research report from Berg Insight provides you with 140 pages of unique business intelligence including 5-year industry forecasts and expert commentary on which to base your business decisions.

Highlights from the report:

• Insights from 30 new executive interviews with market leading companies.
• Comprehensive overview of the vehicle telematics hardware value chain and key applications.
• In-depth analysis of market trends and key developments.
• New profiles of 100 aftermarket and OEM vehicle telematics hardware vendors.
• Summary of the involvement of vehicle OEMs and mobile operators.
• New data on vehicle populations and new vehicle registrations worldwide.
• Market forecasts by region lasting until 2027.
• Shipments of aftermarket and OEM telematics devices reached 95 million units in 2021

Shipments of aftermarket and OEM telematics hardware reached 106 million units in 2022

Telematics is a broad term that may be applied to a wide range of vehicle connectivity solutions. Berg Insight’s definition of a telematics system in this report is an automatic system designed for passenger cars and commercial vehicles that incorporates some form of cellular communications. The connected car has been a major trend in the automotive industry for many years now. All of the world’s leading carmakers have now launched mass-market connectivity services in key regions.

The OEM initiatives can be seen as competition for the aftermarket solutions, but there is still a growing demand for different forms of aftermarket telematics services. The addressable market for aftermarket telematics solutions is significant. At the end of 2021, there were an estimated 1.5 billion vehicles registered worldwide. Berg Insight has found that 47.2 million aftermarket telematics hardware devices were sold globally during 2022 at a total market value of approximately € 2.4 billion. Asia-Pacific is the largest geographical market, achieving shipments of about 16.6 million in 2022. The shipments of aftermarket telematics hardware in Europe and North America accounted for 12.6 million and 10.9 million respectively. Berg Insight forecasts that global shipments of aftermarket telematics devices will grow at a CAGR of 10.5 percent in the next five years to reach 77.6 million in 2027.

Teltonika was the market leader in terms of aftermarket hardware sales with a market share of about 6 percent reaching annual sales of € 139 million in 2022. CalAmp was the runner up with a market share of about 4 percent in terms of sales and shipments of about 1.5 million telematics units in 2022. Additional top players include Queclink and Jimi/Concox. Queclink ranked third and sold about 2.4 million telematics unit to the vehicle industry in 2022. Jimi/Concox ranked fourth in terms of revenues and was the leading company in terms of shipments, reaching a volume of 4.1 million units in 2022. Notable vendors further include ERM Advanced Telematics from Israel; Sensata Insights, Positioning Universal and Danlaw from North America; Suntech International, Gosuncn RichLink, Neoway Technology, Gosafe, Kingwo, ATrack and iTriangle from Asia-Pacific; and Meta System, Ruptela and Munic from Europe.

Automotive manufacturers can choose between connectivity options such as embedded and handset-based when creating connected car services, which are not mutually exclusive. Embedded solutions use cellular communications hardware inside the vehicle, whereas handset-based solutions use a tethered device such as the driver’s smartphone for connectivity. This report mainly focuses on embedded telematics solutions. Several categories of telematics applications are now offered by most leading vehicle manufacturers. Examples include eCall and roadside assistance, stolen vehicle tracking (SVT), vehicle diagnostics, over-the-air updates, connected navigation and infotainment, fleet management, Wi-Fi hotspots as well as concierge services and convenience applications. The drivers behind the adoption of OEM telematics are both commercial and regulatory. There are also numerous OEM telematics offerings from commercial vehicle manufacturers, provided either independently or in collaboration with third parties including leading aftermarket telematics providers. These OEM solutions are expected to achieve increased adoption and to an increasing extent be delivered as standard.

Berg Insight estimates that global shipments of OEM telematics hardware for both passenger cars and commercial vehicles reached close to 58.4 million units in 2022 at a total market value of € 8.4 billion. Berg Insight estimates that nearly 72 percent of all new passenger cars and commercial vehicles sold worldwide in 2022 were equipped with an OEM embedded telematics system, up from 66 percent in 2021.

The design and development of OEM telematics systems is complex as these have to integrate with vehicle systems, fulfil strict quality standards and ensure performance during the long lifecycle of a vehicle model. For this reason, the OEM telematics equipment suppliers are generally established automotive suppliers that develop their solutions in cooperation with car manufacturers. Berg Insight has identified LG Electronics as the market leader in terms of OEM telematics shipments at a market share of about 27 percent. The company has contracts with leading automotive brands such as General Motors and Volkswagen. Continental and Harman were the runners up with market shares of about 20 and 10 percent respectively. Other leading OEM telematics hardware vendors include Marelli, Denso, Valeo, Actia, Lear, Bosch, Hyundai Mobis, Visteon and Aptiv.

Table of Contents

Executive Summary

1 The Passenger Car and Commercial Vehicle Market

1.1 Introduction
1.1.1 Vehicles in use by region
1.1.2 New vehicle registration trends
1.2 Automotive and commercial vehicle telematics
1.2.1 Vehicle management
1.2.2 Vehicle diagnostics and maintenance planning
1.2.3 Security tracking
1.3 Aftermarket and OEM telematics infrastructure
1.3.1 Vehicle segment
1.3.2 Tracking Segment
1.3.3 Network segment

2 Market Forecasts and Trends

2.1 Aftermarket telematics hardware forecast
2.1.1 The aftermarket telematics hardware vendor market shares
2.1.2 Aftermarket telematics hardware market analysis and forecasts
2.2 OEM telematics forecast
2.2.1 Leading OEM telematics hardware vendors
2.2.2 OEM telematics hardware market analysis and forecasts
2.3 Value chain analysis
2.3.1 Automotive industry players
2.3.2 Telematics industry players
2.3.3 Telecom industry companies
2.4 Market trends
2.4.1 OEM SVT services compete with aftermarket services in many countries
2.4.2 Remote control features have become standard and continue to evolve
2.4.3 Telematics hardware vendors expand into the software space
2.4.4 The electrification trend boosts adoption of OEM telematics hardware
2.4.5 V2X technology becomes integrated in OEM telematics hardware
2.4.6 The regulatory environment has driven the adoption of OEM telematics
2.4.7 Looming 4G LTE network sunsets drive 5G adoption in the automotive industry

3 Company Profiles and Strategies

3.1 Specialised aftermarket hardware vendors
3.1.1 666GPS (Guangzhou Xingwei Information Technology)
3.1.2 Aplicom
3.1.3 ArusNavi
3.1.4 Arya Omnitalk
3.1.5 Ascent Solutions
3.1.6 Atlanta Systems
3.1.7 ATrack
3.1.8 Auto Leaders (Sinotrack)
3.1.9 Bitrek
3.1.10 Bofan Information Technology
3.1.11 CalAmp
3.1.12 Cargo-UFC
3.1.13 Coban Electronics
3.1.14 Danlaw
3.1.15 Digital Communications Technologies (DCT)
3.1.16 Eelink Communication Technology
3.1.17 ERM Advanced Telematics
3.1.18 FleetGuide
3.1.19 Galileosky
3.1.20 Geometris
3.1.21 GLONASSSoft
3.1.22 GoSafe
3.1.23 Gosuncn RichLink
3.1.24 Huabao Electronics Technology
3.1.25 Hua Sheng
3.1.26 IAV
3.1.27 Intangles
3.1.28 iTriangle
3.1.29 iWave Systems Technologies
3.1.30 Jimi (Concox)
3.1.31 Jointech
3.1.32 Kingwo
3.1.33 Lantronix
3.1.34 Level Systems
3.1.35 LK-GPS (LHYK Communication Technology)
3.1.36 Maxtrack
3.1.37 Meitrack
3.1.38 Meta system
3.1.39 Micronet
3.1.40 Munic
3.1.41 Navtelecom
3.1.42 Neomatica
3.1.43 Neoway Technology
3.1.44 Omnicomm
3.1.45 PCL Technology
3.1.46 Positioning Universal
3.1.47 Quake Global
3.1.48 Quartix
3.1.49 Quasar Electronics
3.1.50 Queclink Wireless Solutions
3.1.51 Redtail Telematics
3.1.52 Ruptela
3.1.53 Sensata Insights
3.1.54 Sinocastel
3.1.55 Squarell Technology
3.1.56 Suntech International
3.1.57 TechnoKom
3.1.58 Teltonika
3.1.59 ThinkRace
3.1.60 TOPFLYtech
3.1.61 TotemTech
3.1.62 Trakm8
3.1.63 Tramigo
3.1.64 Ulbotech
3.1.65 Vem Solutions
3.1.66 Volty
3.1.67 Voyomotive
3.2 Vertically integrated telematics and fleet management vendors
3.2.1 AFAQY
3.2.2 Connected Cars
3.2.3 Cox Automotive and Cox2M
3.2.4 Digital Matter
3.2.5 Directed Electronics Australia
3.2.6 Fleet Complete
3.2.7 G7 Connect
3.2.8 Geotab
3.2.9 Guidepoint Systems
3.2.10 IMS
3.2.11 Ituran
3.2.12 Kuantic
3.2.13 Motive Technologies
3.2.14 PassTime GPS
3.2.15 Powerfleet
3.2.16 Procon Analytics
3.2.17 Samsara
3.2.18 SareKon
3.2.19 Spireon
3.2.20 Questar Auto Technologies
3.2.21 Webfleet
3.3 OEM telematics hardware suppliers
3.3.1 Actia
3.3.2 Aptiv
3.3.3 Bosch
3.3.4 Continental
3.3.5 Denso
3.3.6 Harman
3.3.7 Hyundai Mobis
3.3.8 Lear
3.3.9 LG Electronics
3.3.10 Marelli
3.3.11 Valeo
3.3.12 Visteon
3.3.13 Other OEM telematics hardware vendors

Glossary

List of Figures

Figure 1.1: Vehicle parc by region (2015–2021)……….. 5
Figure 1.2: Top 10 countries by vehicle registration (2022) ……… 6
Figure 1.3: New vehicle registration data (World 2015–2022)…… 7
Figure 1.4: Passenger car registrations by manufacturer (EU+EFTA+UK 2022)…. 8
Figure 1.5: Passenger car registrations by manufacturer (North America 2022)….. 9
Figure 1.6: Passenger car registrations by manufacturer (China 2022)….. 11
Figure 1.7: Block diagram of a Telematics Control Unit ……… 17
Figure 1.8: Cost Comparison for IoT technologies (2022) ……… 20
Figure 2.1: Leading aftermarket hardware telematics vendors (World 2022) …. 25
Figure 2.2: Aftermarket telematics hardware shipment forecast (World 2021–2027)….. 28
Figure 2.3: OEM telematics hardware shipments forecast, by region (World 2021–2027)…. 31
Figure 2.4: Shipments of TCUs in passenger cars by technology (World 2021–2027) ….. 32
Figure 2.5: OEM telematics hardware revenues (2021–2027)…….. 34
Figure 2.6: Examples of vertically integrated telematics companies…… 39
Figure 2.7: Registered highway capable BEVs and PHEVs (World 2022) ….. 44
Figure 2.8: New registrations of highway capable BEVs and PHEVs (World 2022)… 44
Figure 3.1: Atlanta’s AIS-140 certified telematics device WP–30L…… 51
Figure 3.2: ATrack AK7V, AK11 and AK300 telematics devices ……… 52
Figure 3.3: DataLogger OBD-II devices (Q2-2023)……… 57
Figure 3.4: The StarLink SVR and Tracker devices from ERM Advanced Telematics…. 59
Figure 3.5: Geometris’ whereQube OBD and AVL tracking devices …… 61
Figure 3.6: The UMKa 312 tracker ………….. 62
Figure 3.7: Intangles’ Ingenious telematics device……… 66
Figure 3.8: Jimi’s VL802 LTE tracker……….. 68
Figure 3.9: Munic’s portfolio of telematics devices……… 75
Figure 3.10: Examples of Queclink telematics devices ………. 81
Figure 3.11: The Ruptela HCV5 telematics device ……… 84
Figure 3.12: Sensata Insights telematics devices……….. 86
Figure 3.13: Sinocastel OBD devices …………. 87
Figure 3.14: The FMC800 tracking device ………. 90
Figure 3.15: The Amber Connect mobile app…………. 91
Figure 3.16: The iTraMS telematics platform ………… 127