自動車OEMテレマティクスの世界市場 - 第10版

Berg Insightは、2024年に世界で販売される全自動車の78%がOEM組み込みテレマティクスを搭載すると推定しています。

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、自動車数と新車登録台数に関するデータ、主要自動車メーカー25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
  • Volkswagen Group
  • Ford Motor Company
  • General Motors
  • Stellantis
  • BMW Group
  • Mercedes-Benz Group
  • Hyundai Motor Group
  • Honda Motor
  • Renault-Nissan-Mitsubishi Alliance
  • Tesla
• 自動車OEMテレマティクスサービスの概要
  • 欧州の自動車OEMテレマティクスサービス
  • 北米の自動車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
  • リースとレンタル車両管理
  • 電子料金収受と渋滞課金
  • 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
  • AIを搭載した車内パーソナルアシスタント
• 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 Group
• BYD Auto
• Changan Motors
• Chery Group
• Ford Motor Company
• Geely
• General Motors
• Great Wall Motors
• Honda Motor Company
• Hyundai Motor Group
• Jaguar Land Rover
• Leapmotor
• Li Auto
• Mazda Motor Corporation
• Mercedes-Benz Group
• NIO
• 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 AI
  • Forvia
  • Harman International
  • HERE Technologies
  • PATEO
  • Sibros
  • SiriusXM Connect
  • Sonatus
  • TomTom
  • Valtech Mobility
  • WirelessCar
• Data-as-a-Serviceマーケットプレイスと開発者プラットフォーム
  • Caruso
  • CCC Intelligent Solutions
  • High Mobility
  • LexisNexis Risk Solutions
  • Smartcar
• モバイル事業者
  • America Movil
  • AT&T
  • China Mobile
  • China Unicom
  • Deutsche Telekom
  • KDDI
  • Orange
  • Singtel
  • Tele2
  • Telefonica
  • Telenor
  • Verizon
  • Vodafone
• IoTマネージドサービスプロバイダー
  • Airnity
  • Cubic
  • Lenovo Connect
  • NTT
  • Tata Communications
• 接続性管理プラットフォームプロバイダー
  • Aeris
  • Airlinq
  • Cisco
  • Lolo Company

第5章 市場の予測と動向

• カーテレマティクス予測
  • 自動車の売上の予測
  • カーテレマティクス予測
  • EU27ヶ国+EFTA+英国と東欧における自動車テレマティクス
  • 北米のカーテレマティクス
  • ラテンアメリカの自動車テレマティクス
  • 中国の自動車テレマティクス
  • その他のアジア太平洋のカーテレマティクス
  • 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の出荷台数：技術別
  • コネクテッドカーのデータ消費の分析
• 市場動向
  • 運転体験を向上させる、生成AIを搭載した車内パーソナルアシスタント
  • ソフトウェア定義車両を実現する接続性
  • OTAアップデートが市場で広く普及
  • 地域の義務化によって推進される大衆市場の安全サービス
  • スマートフォンミラーリングソリューションは引き続き人気が続くと予測される
  • 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する
  • 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する
  • CRMソリューションと車両診断が顧客ケアを向上させる
  • 使用ベースの保険商品に携わるOEM
  • 成熟市場で車内コマースプラットフォームが台頭している
  • 中国ブランドが欧州自動車市場に参入
  • 欧米のOEMが中国市場に向けて新たな戦略を採用
  • 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テレマティクスハードウェアサプライヤー
  • テレマティクスサービスプロバイダー
  • 自動車メーカー
  • 通信業界の企業
  • 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

List of Figures

• Figure 1.1: Car park by region (World 2017-2023)
• Figure 1.2: Passenger car density per 1,000 inhabitants (EU27+EFTA+UK 2023)
• Figure 1.3: New car registration data (World 2017-2024)
• Figure 1.4: Top 10 countries by new passenger car and light truck registrations (2024)
• Figure 1.5: Top 20 passenger car manufacturers by revenues (World 2024)
• Figure 1.6: Passenger car registrations by manufacturer (EU27+EFTA+UK 2024)
• Figure 1.7: Passenger car registrations by manufacturer (North America 2024)
• Figure 1.8: Passenger car registrations by manufacturer (Japan 2024)
• Figure 1.9: Passenger car registrations by manufacturer (China 2024)
• Figure 1.10: Connected car park (World 2023-2024)
• Figure 1.11: Car OEM telematics availability in Europe (June 2025)
• Figure 1.12: Car OEM telematics availability in North America (June 2025)
• Figure 1.13: Car OEM telematics availability in Asia-Pacific (June 2025)
• Figure 1.14: Car OEM telematics availability in Latin America (June 2025)
• Figure 1.15: Car OEM telematics availability in the Middle East and Africa (June 2025)
• Figure 1.16: Registered highway-capable BEVs and PHEVs (World 2024)
• Figure 1.17: New registrations of highway-capable BEVs and PHEVs (World 2024)
• Figure 1.18: Top selling BEVs and PHEVs brands (World 2024)
• Figure 1.19: Leading carsharing service providers (World Q4-2024)
• Figure 1.20: Shipments of passenger cars by SAE 1-4 level (World 2024-2030)
• 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: Connected navigation application lifecycle
• Figure 2.8: Connectivity options
• Figure 3.1: BMW Connected Booster services (Europe 2025)
• Figure 3.2: GM OnStar services and price plans (USA 2025)
• Figure 3.3: HondaLink services and price plans (North America 2025)
• Figure 3.4: NissanConnect services (USA 2025)
• Figure 3.5: Subaru's STARLINK service packages (USA 2025)
• Figure 3.6: Toyota and Lexus telematics system offerings (World 2025)
• Figure 3.7: Lexus Enform services and prices (USA 2025)
• Figure 3.8: VW Car-Net packages (USA 2025)
• Figure 3.9: Audi North America Connect services and price plans (2025)
• Figure 3.10: Porsche Car Connect services and price plans (World 2025)
• Figure 4.1: IoT communications service providers (Q2-2025)
• Figure 4.2: China Mobile IoT business KPIs (2020-2024)
• Figure 4.3: China Unicom IoT business KPIs (2020-2024)
• Figure 4.4: T IoT Hub platform integrations
• Figure 4.5: Orange cellular IoT connections by country (2019-2024)
• Figure 4.6: Telefonica cellular IoT connections by country (2019-2024)
• Figure 4.7: Financial data for Telenor Connexion (2022-2024)
• Figure 4.8: IoT managed service providers (Q2-2025)
• Figure 4.9: Overview of the AUTOLINQ platform
• Figure 4.10: Cisco's IoT product portfolio
• Figure 5.1: New car sales, by region (World 2023-2029)
• Figure 5.2: Telematics shipments and active subscribers (World 2023-2029)
• Figure 5.3: Telematics shipments and active subscribers (EU27+EFTA+UK 2023-2029)
• Figure 5.4: Telematics shipments and active subscribers (Eastern Europe 2023-2029)
• Figure 5.5: Telematics shipments and active subscribers (North America 2023-2029)
• Figure 5.6: Telematics shipments and active subscribers (Latin America 2023-2029)
• Figure 5.7: Telematics shipments and active subscribers (China 2023-2029)
• Figure 5.8: Telematics shipments and active subscribers (Rest of Asia-Pacific 2023-2029)
• Figure 5.9: Telematics shipments and active subscribers (MEA 2023-2029)
• Figure 5.10: Telematics hardware and service revenues (World 2023-2029)
• Figure 5.11: Telematics hardware and service revenues (EU27+EFTA+UK 2023-2029)
• Figure 5.12: Telematics hardware and service revenues (North America 2023-2029)
• Figure 5.13: Telematics hardware and service revenues (China 2023-2029)
• Figure 5.14: Telematics hardware and service revenues (RoW 2023-2029)
• Figure 5.15: Shipments of embedded TCUs by technology (World 2023-2029)
• Figure 5.16: Average annual data consumption per connected car (World 2023-2029)
• Figure 5.17: OEM telematics SIM cards by region (World 2023-2029)
• Figure 5.18: Top five cellular IoT connectivity providers for connected cars (Q4-2024)
• Figure 5.19: The adoption of Android Automotive and GAS by car brand (Q2-2025)
• Figure 5.20: Mergers and acquisitions in the connected car space (2017-2025)

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.

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 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, Citroen, 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. America Movil
  • 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. Telefonica
  • 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
• List of Acronyms and Abbreviations