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汽车用连接性SoC·NAD·TCU的全球市场 - 第1版
市场调查报告书
商品编码
1864842

汽车用连接性SoC·NAD·TCU的全球市场 - 第1版

The Automotive Connectivity SoC, NAD and TCU Markets - 1st Edition
出版日期: | 出版商: Berg Insight | 英文 90 Pages | 商品交期: 最快1-2个工作天内

价格

2024年全球乘用车及商用车TCU出货量达7,440万台，预计2029年将达到9,500万台，复合年增长率（CAGR）为5.0%。

本报告分析了全球汽车互联SoC、NAD和TCU市场，并透过对主要公司的访谈、26家TCU、NAD和SoC供应商的详细概况、主要供应商的市场占有率数据以及到2029年的市场预测，提供了深入的见解。

目录

图表的清单

摘要整理

第1章 小客车/商用车市场

  • 小客车/商用车市场资料
    • 按地区划分的车辆使用情况
    • 新车註册趋势
  • 汽车OEM车载资通讯系统市场
    • 小客车车载资通讯系统服务
    • 商用车车载资通讯系统服务
  • 车载资通讯系统控制单元(TCU)
    • 硬体设备零组件
    • 软体和韧体的层
  • 网路技术
    • 蜂巢式技术
    • 车车间通讯(V2X)
    • 全地球导航法卫星系统(GNSS)

第2章 市场预测和趋势

  • 市场预测
    • TCU的出货数和收益:各地区
    • TCU的出货数:网路各技术
  • 市场分析与厂商市场占有率
    • TCU厂商市场占有率
    • NAD模组厂商市场占有率
    • SoC厂商市场占有率
  • 市场趋势
    • TCU 的 5G RedCap 即将推出
    • TCU 与资讯娱乐系统的整合在中国广受欢迎
    • 整合天线的 TCU 占主导地位
    • 区域架构与软体定义架构重塑 TCU 设计策略
    • 日益复杂的 ADAS 功能提升了 TCU 安全性的重要性
    • 卫星连线带来新的机遇
    • 新车评估专案推动 V2X 需求
    • 监管环境促进 OEM 车载资讯系统的应用

第3章 企业的简介与策略

  • TCU供应商
    • Actia
    • Aumovio (Continental)
    • Bosch
    • Denso
    • Desay SV Automotive
    • Gosuncn WeLink
    • Harman
    • Hyundai Mobis
    • Lear
    • LG Electronics
    • Lan-You Technology
    • Marelli
    • Neusoft Corporation
    • Valeo
    • 附加的TCU供应商
  • NAD模组供应商
    • Cavli Wireless
    • Fibocom
    • Kontron
    • MeiG Smart Technology
    • Quectel
    • Rolling Wireless
    • Sunsea AIoT (SIMCom & Longsung)
    • 附加的NAD模组供应商
  • SoC供应商
    • ASR Microelectronics
    • MediaTek
    • Qualcomm
    • Samsung Electronics
    • UNISOC
  • 缩写和简称的清单

This report focuses on the hardware part of the connected vehicle value chain, and specifically the devices installed by the passenger car and commercial vehicle OEMs. Berg Insight estimates that global shipments of TCUs for both passenger cars and commercial vehicles reached 74.4 million units in 2024. Growing at a CAGR of 5.0 percent, global shipments are expected to reach 95.0 million units in 2029. Get up to date with the latest industry trends in this new 90-page strategy report from Berg Insight.

Highlights from the report:

  • Insights from numerous interviews with market leading companies.
  • Comprehensive overview of the TCU value chain.
  • In-depth analysis of market trends and key developments.
  • Detailed profiles of 26 TCU, NAD and SoC vendors.
  • Market share data covering the leading TCU, NAD and SoC vendors.
  • New data on vehicle populations and new vehicle registrations worldwide.
  • Market forecasts by region lasting until 2029.

Table of Contents

Table of Contents

List of Figures

Executive Summary

1. The Passenger Car and Commercial Vehicle Market

  • 1.1. Passenger car and commercial vehicle market data
    • 1.1.1. Vehicles in use by region
    • 1.1.2. New vehicle registration trends
  • 1.2. The automotive OEM telematics market
    • 1.2.1. Passenger car telematics services
    • 1.2.2. Commercial vehicle telematics services
  • 1.3. Telematics control units (TCUs)
    • 1.3.1. Hardware components
    • 1.3.2. Software and firmware layers
  • 1.4. Network technologies
    • 1.4.1. Cellular technologies
    • 1.4.2. Vehicle-to-Everything (V2X) communications
    • 1.4.3. Global navigation satellite systems (GNSS)

2. Market Forecasts and Trends

  • 2.1. Market forecasts
    • 2.1.1. TCU shipments and revenues by region
    • 2.1.2. TCU shipments by network technology
  • 2.2. Market analysis and vendor market shares
    • 2.2.1. TCU vendor market shares
    • 2.2.2. NAD module vendor market shares
    • 2.2.3. SoC vendor market shares
  • 2.3. Market trends
    • 2.3.1. 5G RedCap for TCUs on the horizon
    • 2.3.2. TCU and infotainment integration gains traction in China
    • 2.3.3. TCUs with integrated antennas gain traction
    • 2.3.4. Zonal and software-defined architectures reshape TCU design strategies
    • 2.3.5. Increasingly complex ADAS features drive the importance of safety for TCUs
    • 2.3.6. Satellite connectivity offers new opportunities
    • 2.3.7. New Car Assessment Programmes drive demand for V2X
    • 2.3.8. The regulatory environment has driven the adoption of OEM telematics

3. Company Profiles and Strategies

  • 3.1. TCU vendors
    • 3.1.1. Actia
    • 3.1.2. Aumovio (Continental)
    • 3.1.3. Bosch
    • 3.1.4. Denso
    • 3.1.5. Desay SV Automotive
    • 3.1.6. Gosuncn WeLink
    • 3.1.7. Harman
    • 3.1.8. Hyundai Mobis
    • 3.1.9. Lear
    • 3.1.10. LG Electronics
    • 3.1.11. Lan-You Technology
    • 3.1.12. Marelli
    • 3.1.13. Neusoft Corporation
    • 3.1.14. Valeo
    • 3.1.15. Additional TCU vendors
  • 3.2. NAD module Vendors
    • 3.2.1. Cavli Wireless
    • 3.2.2. Fibocom
    • 3.2.3. Kontron
    • 3.2.4. MeiG Smart Technology
    • 3.2.5. Quectel
    • 3.2.6. Rolling Wireless
    • 3.2.7. Sunsea AIoT (SIMCom & Longsung)
    • 3.2.8. Additional NAD module vendors
  • 3.3. SoC vendors
    • 3.3.1. ASR Microelectronics
    • 3.3.2. MediaTek
    • 3.3.3. Qualcomm
    • 3.3.4. Samsung Electronics
    • 3.3.5. UNISOC
  • List of Acronyms and Abbreviations

List of Figures

  • Figure 1.1: Vehicle parc by region (2017-2023)
  • Figure 1.2: Top 10 countries by vehicle registrations (2024)
  • Figure 1.3: New vehicle registration data (World 2017-2024)
  • Figure 1.4: Passenger car registrations by manufacturer (EU27+EFTA+UK 2024)
  • Figure 1.5: Passenger car registrations by manufacturer (North America 2024)
  • Figure 1.6: Passenger car registrations by manufacturer (China 2024)
  • Figure 1.7: Car OEM telematics availability in Europe (2025)
  • Figure 1.8: Car OEM telematics availability in North America (2025)
  • Figure 1.9: Car OEM telematics availability in Asia-Pacific (2025)
  • Figure 1.10: Car OEM telematics availability in Latin America (2025)
  • Figure 1.11: Car OEM telematics availability in the Middle East and Africa (2025)
  • Figure 1.12: Examples of TCUs
  • Figure 1.13: Examples of NAD modules
  • Figure 1.14: Cost comparison for NAD modules (2025)
  • Figure 2.1: TCU shipments by region (World 2023-2029)
  • Figure 2.2: TCU revenues by region (World 2023-2029)
  • Figure 2.3: TCU shipments by network technology (World 2023-2029)
  • Figure 2.4: Overview of the TCU supplier ecosystem
  • Figure 2.5: TCU vendor market shares (World 2024)
  • Figure 2.6: NAD module vendor market shares (World 2024)
  • Figure 2.7: SoC vendor market shares (World 2024)
  • Figure 2.8: Comparison of different automotive antenna concepts
  • Figure 2.9: Cellular antennas in Tesla's Model 3 and Model Y
  • Figure 3.1: Actia ACU6-Pro Automotive TCU
  • Figure 3.2: Aumovio telematics control unit
  • Figure 3.3: Example of a Bosch TCU with integrated antennas
  • Figure 3.4: The Harman Ready Connect TCU
  • Figure 3.5: LG Electronics TCU technical roadmap
  • Figure 3.6: Valeo 5G Premium TCU
  • Figure 3.7: MeiG's smart cockpit module roadmap
  • Figure 3.8: Overview of MediaTek's Dimensity Auto platform
  • Figure 3.9: Qualcomm's Snapdragon Auto Connectivity products (Q4-2025)
  • Figure 3.10: QCT revenues by segment (2022-2024)
  • Figure 3.11: Samsung's automotive chip solutions
  • Figure 3.12: UNISOC's cellular automotive chipsets (Q3-2025)