表紙:自動車OEMテレマティクスの世界市場 - 第9版
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1561074

自動車OEMテレマティクスの世界市場 - 第9版

The Global Automotive OEM Telematics Market - 9th Edition

出版日: | 発行: Berg Insight | ページ情報: 英文 270 Pages | 納期: 即日から翌営業日

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自動車OEMテレマティクスの世界市場 - 第9版
出版日: 2024年09月26日
発行: Berg Insight
ページ情報: 英文 270 Pages
納期: 即日から翌営業日
  • 全表示
  • 概要
  • 図表
  • 目次
概要

Berg Insightは、2023年に世界で販売される全自動車の75%近くがOEM組み込みテレマティクスを搭載していると推定しています。用途の例としては、eCallやロードサイドアシスタンス、盗難車追跡、車両診断、コネクテッドナビゲーションやインフォテインメント、Wi-Fiホットスポット、利便性用途、Over-the-Airアップデート、自動車用決済、利用ベースの保険、リースやレンタル車両管理、電子ロードチャージなどがあります。

当レポートでは、世界の自動車OEMテレマティクス市場について調査分析し、市場の主要企業30社へのインタビューから得られた知見や、市場動向と主な発展の詳細な分析、OEM21社のプロファイルなどを提供しています。

目次

図表のリスト

エグゼクティブサマリー

第1章 世界の乗用車市場

  • イントロダクション
    • 乗用車使用状況:地域別
    • 乗用車の新規登録の動向
  • 自動車メーカー
    • Toyota Motor Corporation
    • Renault-Nissan-Mitsubishi Alliance
    • Volkswagen Group
    • Stellantis
    • Ford Motor Company
    • General Motors
    • Mercedes-Benz Group
    • BMW Group
    • Honda Motor
    • Hyundai Motor Group
  • 自動車OEMテレマティクスサービスの概要
    • 組み込み・ハイブリッドテレマティクスシステム
    • 北米の自動車OEMテレマティクスサービス
    • 欧州の自動車OEMテレマティクスサービス
    • アジア太平洋の自動車OEMテレマティクスサービス
    • ラテンアメリカの自動車OEMテレマティクスサービス
    • 中東・アフリカの自動車OEMテレマティクスサービス
    • ビジネスモデル
  • 規制遵守
    • 車両のセキュリティ、安全性、緊急通報規制
    • 車両の排出ガス
    • データ保護
  • 市場動向
    • ハイブリッド電気自動車、プラグインハイブリッド電気自動車、完全電気自動車
    • カーシェアリングと個人輸送サービス
    • ADASと自動運転技術
    • 車車間通信(V2X)

第2章 カーテレマティクスソリューション

  • カーテレマティクスインフラ
    • 車両セグメント
    • 追跡セグメント
    • ネットワークセグメント
    • サービスセグメント
  • カーテレマティクスの用途
    • eCallとロードサイドアシスタンス
    • 盗難車両追跡
    • 自動車保険テレマティクス
    • 車両の診断とメンテナンス
    • OTAアップデート
    • リースとレンタルフリート管理
    • 電子料金徴収と渋滞課金
    • リモートコントロールと便利なサービス
    • コネクテッドナビゲーションとインフォテインメント
    • コネクテッド車内決済
    • Wi-Fiホットスポット
  • 接続オプション
    • テザーデバイス
    • 統合スマートフォンソリューション
    • 組み込み接続ソリューション

第3章 OEMのテレマティクス提案

  • BMW
  • BYD Auto
  • Changan Motors
  • Ford Motor Company
  • Geely
  • General Motors
  • Great Wall Motors
  • Honda Motor Company
  • Hyundai Motor Group
  • Jaguar Land Rover
  • Mazda Motor Corporation
  • Mercedes-Benz Group
  • Nissan Motor Company
  • Renault Group
  • SAIC Motor
  • Stellantis
  • Subaru
  • Tesla
  • Toyota Motor Corporation
  • Volkswagen Group
  • Volvo Cars

第4章 コネクテッドカーエコシステムの企業

  • テレマティクスサービスプロバイダー
    • Beijing Yesway Information Technology
    • Bosch
    • Cerence
    • Harman International
    • IMS
    • OCTO Telematics
    • PATEO
    • Sibros
    • SiriusXM Connected Vehicle Services
    • Targa Telematics
    • Valtech Mobility
    • WirelessCar
  • モバイル事業者
    • America Movil
    • AT&T
    • China Mobile
    • China Unicom
    • Deutsche Telekom
    • KDDI
    • Orange
    • T-Mobile USA
    • Telefonica Group
    • Verizon Communications
    • Vodafone
  • IoTマネージドサービスプロバイダー
    • Aeris
    • Airnity
    • Cubic Telecom
    • NTT
    • Tata Communications
  • マーケットプレイス、開発者プラットフォームプロバイダー
    • CCC Intelligent Solutions
    • High Mobility
    • LexisNexis Risk Solutions
    • Smartcar
    • Verisk Analytics

第5章 市場の予測と動向

  • カーテレマティクスの予測
    • 自動車の売上の予測
    • カーテレマティクスの予測
    • EU、EFTA、英国、東欧における自動車テレマティクス
    • 北米の自動車テレマティクス
    • ラテンアメリカの自動車テレマティクス
    • アジア太平洋の自動車テレマティクス
    • 中東・アフリカの自動車テレマティクス
    • ハードウェアとサービスの収益の予測
    • 組み込みTCUの出荷数:技術別
  • 市場動向
    • 地域の義務化によって推進されるマス市場の安全サービス
    • 自動車OEMが幅広いパートナーエコシステムで協力
    • OEM SVTサービスは多くの国でアフターマーケットサービスと競合している
    • コネクテッドナビゲーションは無料のスマートフォンアプリとの競合に直面
    • リモートコントロール機能は標準となり、進化し続けている
    • CRMソリューションと車両診断により顧客ケアを向上
    • 利用ベースの保険商品に携わるOEM
    • 接続性により新たな自動車流通モデルが実現
    • Wi-Fiホットスポットにより、乗客は便利に接続できる
    • OTAアップデートによりリコール費用を削減
    • コールセンターの便利なサービスはあまり一般的ではない
    • コンシェルジュサービスを補完するAI搭載の自動車用パーソナルアシスタント
    • Apple CarPlayとAndroid Autoがスマートフォン統合の普及を促進
    • データ交換によりOEMデータがサードパーティプロバイダーに利用可能になる
    • 成熟市場で社内コマースプラットフォームが台頭
    • 新しい自動車評価プログラムがV2Xの需要を促進
    • Android Automotive OSとGoogle Automotive Servicesが普及
    • TSPは自動車OEMのインソーシング戦略に適応する
    • 中国のブランドが欧州の自動車市場に参入
    • スマートフォンミラーリングソリューションは今後も人気が続くと予測される
    • コネクテッドカーからのデータ消費は今後数年間で増加する見込み
    • 自動車産業における衛星IoT通信
  • バリューチェーン分析
    • 自動車OEMサプライヤー
    • テレマティクスサービスプロバイダー
    • 自動車メーカー
    • 通信産業の企業
    • ソフトウェア、アプリケーション、コンテンツサプライヤー
  • 合併と買収
  • 頭字語と略語のリスト
図表

List of Figures

  • Figure 1.1: Car parc by region (World 2016-2022)
  • Figure 1.2: Passenger car density per 1,000 inhabitants (EU+EFTA+UK 2022)
  • Figure 1.3: New car registration data (World 2016-2023)
  • Figure 1.4: Top 10 countries by new passenger car and light truck registrations (2023)
  • Figure 1.5: Top 20 passenger car manufacturers by revenues (World 2023)
  • Figure 1.6: Passenger car registrations by manufacturer (EU+EFTA+UK 2023)
  • Figure 1.7: Passenger car registrations by manufacturer (North America 2023)
  • Figure 1.8: Passenger car registrations by manufacturer (Japan 2023)
  • Figure 1.9: Passenger car registrations by manufacturer (China 2023)
  • Figure 1.10: Connected car park (World 2022-2023)
  • Figure 1.11: Car OEM telematics availability in North America (June 2024)
  • Figure 1.12: Car OEM telematics availability in Europe (June 2024)
  • Figure 1.13: Car OEM telematics availability in Asia-Pacific (June 2024)
  • Figure 1.14: Car OEM telematics availability in Latin America (June 2024)
  • Figure 1.15: Car OEM telematics availability in the Middle East and Africa (June 2024)
  • Figure 1.16: Top selling battery-electric car models (World 2023)
  • Figure 1.17: Registered highway-capable BEVs and PHEVs (World 2023)
  • Figure 1.18: New registrations of highway-capable BEVs and PHEVs (World 2023)
  • Figure 1.19: Leading carsharing service providers (World Q4-2022)
  • Figure 2.1: eCall application lifecycle
  • Figure 2.2: SVT application lifecycle
  • Figure 2.3: Motor insurance telematics application lifecycle
  • Figure 2.4: Vehicle diagnostics application lifecycle
  • Figure 2.5: Leasing and rental fleet management application lifecycle
  • Figure 2.6: Electronic toll collection application lifecycle
  • Figure 2.7: Convenience services and remote control application lifecycle
  • Figure 2.8: Connected navigation application lifecycle
  • Figure 2.9: Connectivity options
  • Figure 3.1: Connected Booster package (Europe 2024)
  • Figure 3.2: GM OnStar services and price plans (North America 2024)
  • Figure 3.3: AcuraLink services and price plans (North America 2024)
  • Figure 3.4: Hyundai Bluelink services and price plans (USA 2024)
  • Figure 3.5: Overview of InControl subscription services (Europe 2024)
  • Figure 3.6: Overview of Mercedes-Benz USA's Digital Extras services (USA 2024)
  • Figure 3.7: Infiniti Touch services (USA 2024)
  • Figure 3.8: Examples of Subaru's STARLINK service packages (USA 2024)
  • Figure 3.9: Toyota and Lexus telematics systems (World 2024)
  • Figure 3.10: Lexus Enform services and prices (USA 2024)
  • Figure 3.11: Audi North America Connect services and price plans (2024)
  • Figure 3.12: Porsche Car Connect services and price plans (World 2024)
  • Figure 3.13: VW Car-Net packages (USA 2024)
  • Figure 4.1: IoT communications service providers (Q2-2024)
  • Figure 4.2: IoT managed service providers (Q2-2024)
  • Figure 5.1: New car sales, by region (World 2022-2028)
  • Figure 5.2: Telematics shipments and active subscribers (World 2022-2028)
  • Figure 5.3: Telematics shipments and active subscribers (EU+EFTA+UK 2022-2028)
  • Figure 5.4: Telematics shipments and active subscribers (Eastern Europe 2022-2028)
  • Figure 5.5: Telematics shipments and active subscribers (North America 2022-2028)
  • Figure 5.6: Telematics shipments and active subscribers (Latin America 2022-2028)
  • Figure 5.7: Telematics shipments and active subscribers (Asia-Pacific 2022-2028)
  • Figure 5.8: Telematics shipments and active subscribers (MEA 2022-2028)
  • Figure 5.9: Telematics hardware and service revenues (World 2022-2028)
  • Figure 5.10: Telematics hardware and service revenues (EU+EFTA+UK 2022-2028)
  • Figure 5.11: Telematics hardware and service revenues (North America 2022-2028)
  • Figure 5.12: Telematics hardware and service revenues (RoW 2022-2028)
  • Figure 5.13: Shipments of embedded TCUs by technology (World 2022-2028)
  • Figure 5.14: The adoption of Android Automotive and GAS by car brand (Q2-2024)
  • Figure 5.15: Average annual data consumption per connected car (World 2023-2028)
  • Figure 5.16: OEM telematics SIM cards by region (World 2022-2028)
  • Figure 5.17: Mergers and acquisitions in the connected car space (2017-2024)
目次

What are the latest trends on the global car OEM telematics market? Berg Insight estimates that nearly 75 percent of all cars sold worldwide in 2023 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 21 major car OEMs and their telematics propositions.
  • Updated market forecasts by region lasting until 2028.

Table of Contents

Table of Contents

List of Figures

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 car 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. Car OEM telematics services in Latin America
    • 1.3.6. Car OEM telematics services in the Middle East and Africa
    • 1.3.7. 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 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. Ford Pro commercial offerings
  • 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. GWM connected car platforms and services
  • 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. HondaLink connected car systems and services
    • 3.8.4. 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 Hyundai Motor Group's telematics solutions
    • 3.9.3. The Hyundai Bluelink telematics service in North America
    • 3.9.4. The Kia Connect Services
  • 3.10. Jaguar Land Rover
    • 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 services 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 Motor
    • 3.15.1. Overview of SAIC Motor 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' connected car platforms
    • 3.16.3. Mobilisights
    • 3.16.4. The Uconnect infotainment system
    • 3.16.5. Uconnect connected services
    • 3.16.6. Peugeot, Citroen, DS, Vauxhall and Opel telematics services
    • 3.16.7. Free2Move
    • 3.16.8. 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 connected services in Australia
    • 3.19.7. Toyota and Lexus connected services in Europe
    • 3.19.8. Toyota Kinto
  • 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. Beijing Yesway Information Technology
    • 4.1.2. Bosch
    • 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. Sibros
    • 4.1.9. SiriusXM Connected Vehicle Services
    • 4.1.10. Targa Telematics
    • 4.1.11. Valtech Mobility
    • 4.1.12. WirelessCar
  • 4.2. Mobile operators
    • 4.2.1. America Movil
    • 4.2.2. AT&T
    • 4.2.3. China Mobile
    • 4.2.4. China Unicom
    • 4.2.5. Deutsche Telekom
    • 4.2.6. KDDI
    • 4.2.7. Orange
    • 4.2.8. T-Mobile USA
    • 4.2.9. Telefonica Group
    • 4.2.10. Verizon Communications
    • 4.2.11. Vodafone
  • 4.3. IoT managed service providers
    • 4.3.1. Aeris
    • 4.3.2. Airnity
    • 4.3.3. Cubic Telecom
    • 4.3.4. NTT
    • 4.3.5. Tata Communications
  • 4.4. Marketplace and developer platform providers
    • 4.4.1. CCC Intelligent Solutions
    • 4.4.2. High Mobility
    • 4.4.3. LexisNexis Risk Solutions
    • 4.4.4. Smartcar
    • 4.4.5. Verisk Analytics

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. Market trends
    • 5.2.1. Mass market safety services driven by regional mandates
    • 5.2.2. Automotive OEMs to collaborate in a wide ecosystem of partners
    • 5.2.3. OEM SVT services compete with aftermarket services in many countries
    • 5.2.4. Connected navigation faces competition from free smartphone apps
    • 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. OEMs involved in usage-based insurance products
    • 5.2.8. Connectivity enables new car distribution models
    • 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. Data exchanges make OEM data available for third-party providers
    • 5.2.15. In-vehicle commerce platforms are emerging in mature markets
    • 5.2.16. New car assessment programmes drive demand for V2X
    • 5.2.17. Android Automotive OS and Google Automotive Services gain traction
    • 5.2.18. TSPs adjust to automotive OEMs' insourcing strategies
    • 5.2.19. Chinese brands enter the European car market
    • 5.2.20. Smartphone-mirroring solutions expected to remain popular
    • 5.2.21. Data consumption from connected cars will ramp up in the next few years
    • 5.2.22. Satellite IoT communications in the automotive industry
  • 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
  • List of Acronyms and Abbreviations