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市場調査レポート
商品コード
1694630
乗用車用T-Boxの世界市場と中国市場(2025年)Global and China Passenger Car T-Box Market Report 2025 |
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乗用車用T-Boxの世界市場と中国市場(2025年) |
出版日: 2025年03月20日
発行: ResearchInChina
ページ情報: 英文 420 Pages
納期: 即日から翌営業日
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5G需要が高まる中、T-Boxサプライヤーは5G時代に突入
2024年、中国の5G市場の成長は加速し、5G通信を搭載した自動車は359万台に上り、前年比119.5%の急増となっています。市場需要に後押しされ、T-Boxサプライヤーは5G時代に突入します。現在、5G T-Boxを量産しているサプライヤーは主にNeusoft、LGE、Huawei、Valeo、JoyNextなどです。上位5社の合計シェアは70.3%に達し、市場の集中度が高いです。
Neusoft Groupは、4G/V2Xボックス、スマートアンテナ、5G/V2Xボックスをカバーする製品マトリクスを形成し、大量生産を実現しました。2024年、Neusoft T-BoxはGeely、Hongqi、Great Wall Motorなどの多くのOEMに指定され、BMW T-Boxなどの国外OEMプロジェクトも引き受けました。
5Gモジュールの優位性で、HuaweiはGACやChanganなどのOEMでブレークスルーを達成しました。Huaweiの5G T-Boxモジュールは、Huawei HiCarやHiLinkなどの機能をサポートし、携帯電話、自動車、スマートホーム間でデータを接続・制御します。
2024 IPOで、Flaircomm Microelectronicsは5G T-BOXの研究開発と産業化プロジェクトに向け2億1,000万人民元を調達し、5GNR T-BOXの研究開発に注力しました。5GNR T-BOXは、同社の通信分野における技術の蓄積を活用し、CAN-FD、イーサネット、スマートアンテナなどの新技術を統合します。
CVISの建設が加速し、V2XモジュールとT-BOXの統合が促進されます。
2024年、中国は「車両・道路・クラウド統合」の適用を試み、C-NCAPはアクティブセーフティテストにV2Xを組み込みました。この2つの大きな取り組みにより、自動車へのV2Xモジュールの搭載が加速されます。統計によると、中国では2024年に50万台の乗用車にV2Xが搭載され、NIO、Ford、Volkswagen、Lincoln、Mercedes-Benz、Audi、Rising Auto、Tank、Hongqi、BMW、AionなどのブランドがV2X量産化の実現で優位に立ちました。
現段階では、一部のOEMがC-V2XモジュールをT-Boxに統合し、5G技術の下で統一通信プロトコルに基づくCVIS機能を実現しています。もっとも典型的なケースは、C-V2Xモジュールを統合したGM T-Box(すなわち第12世代On-Star)です。また、Tank 500やAion LX PLUSなどの国内OEMもこのソリューションを採用しています。
5G+V2Xモジュールの統合は、さまざまなサプライヤーのT-Boxの焦点となっています。
Huaweiは、4.5Gと5Gの両方に対応するC-V2X T-BOXを発表しました。
PATEO CONNECT+は4.5G C-V2X T-Boxを発表しました。
HarmanのモジュラーTCU(テレマティクスコントロールユニット)には、セルラーNAD(ネットワークアクセスデバイス)が搭載され、 Autotalksの第2世代チップセットがC-V2X機能を提供します。
Neusoftは5Gと独自の研究開発を統合したV2Xプロトコルスタック(VeTalk)をリリースし、5G/V2X Boxを発売し、量産を開始しました。
メインストリームプラットフォーム(Qualcomm、MTK、国内プラットフォーム)に基づくNeusoftの5G/V2Xボックスは、V2X DAY1/DAY2シナリオのカスタマイズ開発と新しい5Gシナリオ応用の開発を提供することができます。また、国外のECALLと通信認証をサポートし、国外のIoV(Internet of Vehicles)機能を強化します。
当レポートでは、乗用車用T-Boxの世界市場と中国市場について調査分析し、中国のT-Box搭載数と搭載率の予測、国内外のサプライヤー、産業チェーン、開発動向などの情報を提供しています。
T-Box Research: T-Box will achieve functional upgrades given the demand from CVIS and end-to-end autonomous driving
ResearchInChina released the "Global and China Passenger Car T-Box Market Report 2025", highlighting:
Global and Chinese T-Box market size forecast;
The demand and impact of automotive V2X, 5G, satellite communications and other functions on T-Box;
T-Box derivative functions required under the new EEA, ;
The market structure of key components such as main control modules, communication modules, and storage modules;
T-Box product strategies of OEMs and domestic and foreign suppliers.
The combined share of top 10 suppliers exceeds 74%
In 2024, the Chinese passenger car T-Box market continued to grow, with an installation rate of 93.3%.
According to the estimated installations, top ten T-Box suppliers in the Chinese passenger car market in 2024 include LGE, Neusoft, Huawei, Jingwei Hirain, Gosuncn, Flaircomm Microelectronics, Valeo, Continental, Lan-You Technology and Denso, with a combined market share of more than 74%.
Amid growing 5G demand, T-Box suppliers enter the 5G era
In 2024, the growth in Chinese 5G market accelerated, and the number of vehicles equipped with 5G communications climbed to 3.59 million, a year-on-year spike of 119.5%. Driven by market demand, T-Box suppliers enter the 5G era. Currently, the suppliers that have mass-produced 5G T-Box mainly include Neusoft, LGE, Huawei, Valeo, JoyNext, etc. Top 5 suppliers occupy a combined share of 70.3%, marking a high level of market concentration.
Neusoft Group has formed a product matrix covering 4G/V2X Box, smart antennas, 5G/V2X Box, and achieved mass production. In 2024, Neusoft T-Box was designated by many OEMs such as Geely, Hongqi, and Great Wall Motor, and undertook overseas OEM projects such as BMW T-Box.
With the advantages in 5G modules, Huawei has achieved breakthroughs in OEMs such as GAC and Changan. Huawei's 5G T-Box module supports functions such as Huawei HiCar and HiLink to connect and control data between mobile phones, cars, and smart homes.
In its 2024 IPO, Flaircomm Microelectronics raised RMB210 million for 5G T-BOX R&D and industrialization projects, focusing on the R&D of 5GNR T-BOX. The 5GNR T-BOX will rely on the company's technology accumulation in the communication field and integrate new technologies such as CAN-FD, Ethernet, and smart antennas.
The construction of CVIS accelerates, promoting the integration of V2X modules and T-Box.
In 2024, China tried to apply "vehicle-road-cloud integration", and C-NCAP included V2X in active safety testing. These two major measures will accelerate the introduction of V2X modules into vehicles. According to statistics, 500,000 passenger cars were equipped with V2X in China in 2024, and brands such as NIO, Ford, Volkswagen, Lincoln, Mercedes-Benz, Audi, Rising Auto, Tank, Hongqi, BMW and Aion have taken the lead in achieving V2X mass production.
At this stage, some OEMs have integrated C-V2X modules into T-Box to realize CVIS functions based on a unified communication protocol under 5G technology. The most typical case is GM T-Box (i.e. The 12th-generation On-Star) that integrates C-V2X modules. In addition, domestic OEMs such as Tank 500 and Aion LX PLUS also adopt this solution.
In the following diagram showing the GM T-Box connection port, X1 is a 20-pin main connector, X2 is an audio and 100BASE-T1 automotive Ethernet connector, X6 is a single-ended C-V2X antenna, and X3 is a 4-antenna connector (cellular communication, DRX, GNSS and C-V2X). X7 is an automotive-grade Gigabit Ethernet connector.
The integration of 5G+V2X modules has become the T-Box focus of various suppliers:
Huawei has launched its C-V2X T-BOX that is compatible with both 4.5G and 5G;
PATEO CONNECT+ has unveiled its 4.5G C-V2X T-Box;
Harman's modular TCU (Telematics Control Unit) accommodates a cellular NAD (Network Access Device) side-by-side Autotalks' second-generation chipset providing C-V2X capabilities.
Neusoft has released the V2X protocol stack (VeTalk) that integrates 5G and independent research and development, launched the 5G/V2X Box, and conducted mass production.
Neusoft's 5G/V2X Box based on a mainstream platform (Qualcomm, MTK, and domestic platforms) can provide customized development of V2X DAY1 and DAY2 scenarios and development of new 5G scenario applications. It also supports overseas ECALL and communication certification, and bolsters overseas Internet of Vehicles functions.
The rise of end-to-end autonomous driving has triggered new demand for T-Box
In 2025, end-to-end autonomous driving emerged. The system directly implements full-process decision-making from sensor input to control output through deep learning models, breaking through the limitations of traditional modular architectures. This technical path puts forward higher requirements for T-Box, the core of the automotive communication and computing.
End-to-end models that process massive sensor data, such as video streams, require 5G-V2X communications to enable low-latency, highly reliable data transmission. T-Box should integrate 5G modules and C-V2X functions to ensure real-time interaction between the vehicle and the cloud, and between the vehicle and infrastructure, and to support the rapid response of autonomous driving algorithms.
At the same time, T-Box needs to communicate efficiently with automotive sensors and domain controllers through high-speed networks such as automotive Ethernet to reduce data transmission delays.
In areas without cellular network coverage (such as remote mountainous areas), T-Box should integrate low-orbit satellite communication modules (such as Starlink technology) to ensure the continuity of the end-to-end system.
End-to-end autonomous driving requires T-Box to integrate multi-source sensor data(such as cameras, radars, IMUs, etc.) to provide comprehensive input information for AI models.
T-Box should have edge computing capabilities to pre-process sensor data, reduce the burden on the cloud and central processor, and ensure real-time performance.
The next-generation T-Box supports lightweight model reasoning by integrating the NPU (neural processing unit). For example, Lan-You Technology's YDU 2.0 enables driving-parking integration through edge computing.*Local storage and cache optimization
End-to-end models frequently call HD maps and historical trajectory data. T-Box connects SSD via a PCIe interface to attain TB-level local cache.
In summary, under the demand for high-level Internet of Vehicles in the future, T-Box will continue to evolve:
In terms of communication, 5G RedCap is expected to replace Cat.4 to meet L2 and below connectivity, and 5G A and 6G will support real-time decision-making for higher-level autonomous vehicles;
In terms of architecture, T-Box is integrated with the smart cockpit domain, smart driving domain, or central computing platform; with gradually virtualized functions, it has become a software module on the central OS;
By function, it integrates with V2G, AR/VR and other in-vehicle and out-of-vehicle facility data, becoming the nerve center for full-dimensional interconnection between the vehicle and the outside.