全球联网汽车市场：成长预测（2025年）

产业融合与服务化模式重新定义OEM策略，人工智慧改变车载体验

联网汽车正在彻底改变汽车产业，从一种交通方式演变为无缝融入用户生活方式的智慧数位中心。到2025年，我们预计业界将大幅采用车联网 (V2X)通讯、人工智慧主导的个人化、基于服务的收益模式以及软体定义汽车 (SDV)，从而实现更安全、更智慧、更沉浸式的车内体验。这些进步不仅将增强车内互联互通，还将透过建构一个真正整合的行动出行生态系统来提升车外互联互通，从而重新定义用户与汽车、基础设施和数位服务的互动方式。

本报告深入探讨：

• 塑造下一波联网汽车的关键技术、趋势、功能和服务
• 2024 年市场格局和 2025 年全球/区域预测，以及产业领导者的最佳实践和策略趋势
• 区域分析涵盖北美、欧洲、亚太地区、中国、印度、日本、韩国、南美和世界其他地区
• 影响汽车连结生态系统的新兴挑战
• 互联服务、人机介面 (HMI)、车载导航以及主要生态系统参与企业（包括原始设备製造商、一级供应商、通讯业者和技术公司）关注领域

本报告分析了来自行业专家（包括原始设备製造商、一级供应商、科技公司和通讯营运商）的洞见，并基于三种核心连接类型（智慧型手机连接、有线连接和嵌入式连接）进行了前瞻性分析。该研究概述了汽车製造商和一级供应商在快速扩张的联网汽车市场中掌握关键成长机会的关键策略。

调查范围

调查内容

• 车辆类型 - 乘用车
• 调查期间：2024-2025年（另有说明除外）
• 基准年：2024年（除非另有说明）
• 预测期间：2025年（除非另有说明）

调查范围

地理覆盖范围

• 北美：美国、加拿大和墨西哥的联网汽车市场
• 南美洲：该地区的所有国家
• 欧洲：西欧和东欧
• 亚太地区：除中国、印度、日本和韩国以外的所有国家
• 中国、印度、日本、韩国及其他国家：未纳入联网汽车市场的其他地区和国家

成长环境

• 将业务转化为行动
• 最佳实践
• 生态系统
• Frost Radar
• 成长机会
• 成长动力

三大战略要务对全球联网汽车市场的影响

颠覆性技术

• 原因
• 智慧型手机、家庭娱乐和云端技术正在改变联网汽车市场，实现人工智慧助理、即时资讯娱乐和个人化体验。
• 汽车 V2X 市场中的扩增实境、高级驾驶辅助系统 (ADAS) 和 V2X 连接正在进一步将汽车融入数位生态系统并重新定义车内互动。
• 观点
• 车载资讯娱乐市场、游戏和包括环绕 3D 音响和个人化音讯在内的高级音讯服务的兴起，正在将汽车演变成一个延伸的生活空间。
• 为了充分利用这一车载互联趋势，汽车製造商必须建立战略伙伴关係，以提升车载体验。 BMW与 AirConsole 的游戏伙伴关係，以及沃尔沃与杜比全景声 (Dolby Atmos) 的合作，都凸显了合作在这一领域的重要作用。

产业融合

• 为什么
• 为了增强车载体验和竞争优势，原始设备製造商正在将 IT、娱乐、游戏和纯软体供应商整合到车载连接趋势的价值链中。
• 软体定义汽车 (SDV) 在 SDV 市场中的兴起正在推动这种融合，并使与技术参与者的合作成为一种策略方针。
• 观点
• 原始设备製造商 (OEM) 正在寻求将伙伴关係扩展到汽车领域之外，与科技和消费性电子公司合作开发满足互联生活方式需求的创新数位解决方案。
• 数驾驶座和先进显示技术的整合有望推动连接技术的革新，并在联网汽车市场实现身临其境型的车内体验。

创新经营模式

• 为什么
• 汽车产业正从硬体主导模式转向以软体为中心的模式，塑造联网汽车市场的未来。
• 消费者对网路安全、按需功能（FOD）、导航、车辆资料和连网安全的意识不断增强，直接影响车内决策。
• 观点
• 以汽车销售为中心的传统收益模式正在转向以服务为基础的模式，即原始设备製造商 (OEM) 透过数位服务收益。为了应对联网汽车市场的这种变化，汽车製造商越来越多地与软体和云端服务供应商合作，以加速向连网服务的转型。
• 展望未来，OEM 将把车联网服务、FOD 和数据收益视为车联网发展的关键收益驱动力。市场和订阅式服务正在成为关键的成长领域，并透过 AI主导的个人化和车载商务进一步提升客户参与和盈利。

目录

成长环境

• 联网汽车市场展望（2024 年）：预测与结果
• CES 2025 亮点：AI 和 SDV 成为焦点
• 值得注意的法规和规定：概述
• 区域连网汽车市场
• 支持OTA的车辆：区域分析
• 主要OEM伙伴关係
• 连网汽车生态系统及相关市场

改变联网汽车产业

• 为什么成长变得越来越困难
• 策略要务
• 三大策略要务对全球联网汽车产业的影响
• 成长机会推动成长管道引擎

生态系统

• 调查范围
• 定义：市场区隔

2025年全球经济展望

• 策略要务
• 十大成长机会
• 2025 年十大趋势
• 全球GDP成长概况
• 趋势一：全球GDP成长
• 成长机会1：全球GDP成长
• 趋势二：通货膨胀和利率
• 成长机会2：通货膨胀和利率
• 趋势三：石油市场
• 成长机会3：石油市场
• 趋势四：劳动市场
• 成长机会4：劳动市场
• 趋势五：美元与黄金
• 成长机会五：美元和黄金
• 趋势六：北美
• 成长机会6：北美
• 趋势七：拉丁美洲
• 成长机会7：拉丁美洲
• 趋势8：西欧
• 成长机会8：西欧
• 趋势九：中东
• 成长机会9：中东
• 趋势 10：亚洲
• 成长机会10：亚洲
• 2025年国家列表（按地区）

全球联网汽车法规

• 连线限制概述
• 欧洲数据法

2025年全球联网汽车展望：趋势与影响

• 推动全球联网汽车市场发展的关键趋势
• 趋势一：5G连线与部署
• 趋势二：先进的 HMI 语音助理、身临其境型显示器、高清地图以及 AR/VR 集成
• 趋势三：车载媒体串流
• 趋势四：联网汽车中的人工智慧
• 趋势五：联网汽车商务与车载支付
• 趋势六：车上游戏服务
• 趋势七：互联道路安全
• 趋势8：保险科技的进步
• 趋势9：软体定义汽车
• 趋势 10：汽车应用商店
• 区域趋势的影响：2025年

成长动力

• 各地区联网汽车销售
• 各地区连网汽车普及率
• 产品类型预测
• 按地区分類的产品类型简介
• 定价和服务模式
• 各地区OTA汽车销量
• 各地区OTA车辆渗透率
• OTA阶段与OEM策略

成长动力：2025年区域预测：经济、技术与监管

• 区域分析：亚太地区
• 区域分析：中国
• 区域分析：欧洲
• 区域分析：印度
• 区域分析：日本
• 区域分析：北美
• 区域分析：南美洲
• 区域分析：韩国

结论与未来展望：2025 年十大预测

• 主要发现：2025 年十大预测

成长机会

• 成长机会1：人工智慧驱动的个人化与情境智能
• 成长机会二：车上娱乐系统与联网汽车商务
• 增长机会三：互联安全与 V2X 演进

附录与后续步骤

作者：Parduman Satpal

AI Driving Transformative In-vehicle Experiences as Industry Convergence and Service-based Models Redefine OEM Strategies

Connected vehicles are revolutionizing the automotive industry, evolving from transportation modes to smart, digital hubs that seamlessly integrate with users' lifestyles. In 2025, industry adoption of vehicle-to-everything (V2X) communication, AI-driven personalization, service-based monetization models, and software-defined Vehicles (SDVs) is expected to surge, enabling safer, smarter, and more immersive in-car experiences. These advancements will not only enhance connectivity within the vehicle but also beyond it by fostering a truly integrated mobility ecosystem that redefines how users interact with their cars, infrastructure, and digital services.

This report offers a deep dive into:

• Key technologies, trends, features, and services shaping the next wave of connected vehicles
• Market landscape in 2024 and global/regional projections for 2025, showcasing best practices and strategic moves by industry leaders
• Regional analysis covering North America, Europe, Asia-Pacific, China, India, Japan, South Korea, South America, and the rest of the world
• Emerging challenges impacting the automotive connectivity ecosystem
• Focus areas of key ecosystem players, including OEMs, Tier I suppliers, telco providers, and technology companies, including connected services, human-machine interfaces (HMI), and in-vehicle navigation

Frost & Sullivan analyzes insights from industry experts, including OEMs, Tier I suppliers, technology firms, and telecommunications providers, to present a forward-looking analysis based on three core connectivity types: smartphone, tethered, and embedded. The study outlines critical strategies for automakers and Tier I suppliers to capture key growth opportunities in the fast-expanding connected car market.

Research Scope

Content Present in Points

• Vehicle Type-Passenger Vehicle
• Study Period: 2024-2025 (unless otherwise mentioned)
• Base Year: 2024 (unless otherwise mentioned)
• Forecast Period: 2025 (unless otherwise mentioned)

Scope

Geographic Scope

• NORTH AMERICA: United States, Canada, and Mexico in the context of the connected vehicle market
• SOUTH AMERICA: All countries in the region
• EUROPE: Western and Eastern Europe
• APAC: All countries in the region except China, India, Japan, and South Korea
• CHINA INDIA JAPAN SOUTH KOREA RoW: Other regions and countries not included above in the connected vehicle market

Growth Environment

• Companies to Action Transformation
• Best Practices
• Ecosystem
• Frost Radar
• Growth Opportunities
• Growth Generator

The Impact of the Top 3 Strategic Imperatives on the Global Connected Vehicle Market

Disruptive Technologies

• Why:
• Smartphone, home entertainment, and cloud technologies are transforming the connected vehicles market, enabling AI-powered assistants, real-time infotainment, and personalized experiences.
• AR, advanced driver assistance systems (ADAS), and V2X connectivity in the automotive V2X market are further integrating cars into the digital ecosystem, redefining in-vehicle interactions.
• Frost Perspective:
• With the rise of in-vehicle infotainment market, gaming, and advanced audio services, including surround 3D sound and personalized acoustics, vehicles are evolving into extended living spaces.
• To capitalize on this automotive connectivity trends, automakers must adopt strategic partnerships to enhance in-cabin experiences. Partnerships-such as the BMW-AirConsole collaboration for gaming and the Volvo-Dolby alliance for Dolby Atmos-emphasize the crucial role of cooperation in this field.

Industry Convergence

• Why:
• To enhance in-vehicle experiences and competitiveness, OEMs are integrating IT, entertainment, gaming, and pure-play software providers into their value chain within the automotive connectivity trends.
• The rise of software-defined vehicles (SDVs) in the software-defined vehicles market is accelerating this convergence, making collaboration with technology players a strategic approach.
• Frost Perspective:
• OEMs are considering expanding partnerships beyond the automotive sector, collaborating with technology and consumer electronics firms to develop innovative digital solutions that align with the demand for a connected lifestyle.
• The integration of digital cockpits and advanced display technologies is expected to drive disruptions in connectivity, enabling immersive in-vehicle experiences in the connected vehicle market.

Innovative Business Models

• Why:
• The automotive industry is shifting from a hardware-driven model to a software-centric approach, shaping its future in the connected vehicle market.
• Consumers' growing awareness of cybersecurity, features-on-demand (FODs), navigation, vehicle data, and connected safety directly influences decision-making within the vehicle.
• Frost Perspective:
• The conventional revenue model centered on vehicle sales is shifting toward a service-based approach, with OEMs monetizing digital offerings. To navigate this transformation in the connected vehicles market, automakers increasingly partner with software and cloud providers, accelerating their shift toward connected services.
• Going forward, OEMs will rely on connected services, FODs, and data monetization as their primary revenue streams within the automotive connectivity trends. Marketplaces subscription-based services are emerging as key growth areas, with AI-driven personalization and in-vehicle commerce expected to enhance customer engagement and profitability further.

Table of Contents

Growth Environment

• Connected Car Market Outlook 2024: Forecast vs Actual
• CES 2025 Highlights: AI and SDVs Take Center Stage
• Notable Regulations and Mandates: A Snapshot
• Regional Connected Vehicles Market
• OTA-enabled Vehicles: Regional Analysis
• Key OEM Partnerships
• Connected Vehicle Ecosystem and Related Markets

Transformation in the Connected Vehicles Industry

• Why Is It Increasingly Difficult to Grow?
• The Strategic Imperative
• The Impact of the Top 3 Strategic Imperatives on the Global Connected Vehicles Industry
• Growth Opportunities Fuel the Growth Pipeline Engine

Ecosystem

• Research Scope
• Definitions: Market Segmentation

Global Economic Outlook, 2025

• Strategic Imperatives
• Top 10 Growth Opportunities
• Top 10 Trends for 2025
• Global GDP Growth Snapshot
• Trend 1: Global GDP Growth
• Growth Opportunity 1: Global GDP Growth
• Trend 2: Inflation and Interest Rates
• Growth Opportunity 2: Inflation and Interest Rates
• Trend 3: Oil Markets
• Growth Opportunity 3: Oil Markets
• Trend 4: Labor Market
• Growth Opportunity 4: Labor Market
• Trend 5: US Dollar and Gold
• Growth Opportunity 5: US Dollar and Gold
• Trend 6: North America
• Growth Opportunity 6: North America
• Trend 7: Latin America
• Growth Opportunity 7: Latin America
• Trend 8: Western Europe
• Growth Opportunity 8: Western Europe
• Trend 9: The Middle East
• Growth Opportunity 9: The Middle East
• Trend 10: Asia
• Growth Opportunity 10: Asia
• List of Countries by Region, 2025

Global Connected Vehicle Regulations

• Snapshot of Connectivity Regulations
• European Data Act

Global Connected Vehicle Outlook, 2025: Trends and Implications

• Top Trends Driving the Global Connected Vehicle Market
• Trend 1: 5G Connectivity and Deployment
• Trend 2: Advanced HMI Voice Assistants, Immersive Displays, HD Mapping, AR/VR Integration
• Trend 3: In-vehicle Media Streaming
• Trend 4: Use of AI in Connected Cars
• Trend 5: Connected Vehicle Commerce In-car Payments
• Trend 6: In-vehicle Gaming Services
• Trend 7: Connected Road Safety
• Trend 8: Advancements in Insurtech
• Trend 9: Software-defined Vehicles
• Trend 10: Automotive App Stores
• Impact of Trends by Region: 2025

Growth Generator

• Connected Vehicle Sales by Region
• Connected Vehicle Penetration by Region
• Product Type Forecast
• Product Type Snapshot by Region
• Pricing and Service Models
• OTA-enabled Vehicle Sales by Region
• OTA-enabled Vehicle Penetration by Region
• OTA Phases and OEM Strategies

Growth Generator: Regional Predictions, 2025: Economic, Technology, and Regulatory

• Regional Analysis: APAC
• Regional Analysis: China
• Regional Analysis: Europe
• Regional Analysis: India
• Regional Analysis: Japan
• Regional Analysis: North America
• Regional Analysis: South America
• Regional Analysis: South Korea

Conclusions and Future Outlook: Top 10 Predictions, 2025

• Key Findings: Top 10 Predictions for 2025

Growth Opportunity Universe

• Growth Opportunity 1: AI-driven Personalization and Contextual Intelligence
• Growth Opportunity 2: In-car Entertainment and Connected Vehicle Commerce
• Growth Opportunity 3: Connected Safety and V2X Evolution

Appendix & Next Steps

• Benefits and Impacts of Growth Opportunities
• Next Steps
• List of Exhibits
• Legal Disclaimer

Author: Parduman Satpal