The Global Automotive OEM Telematics Market - 9th Edition

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

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)