![]() |
市场调查报告书
商品编码
1892118
2025-2031年全球乘用车5G连接市场Passenger Vehicle 5G Connectivity Market, Global, 2025-2031 |
||||||
5G 网路的低延迟和高频宽正在推动变革性成长,将汽车转变为第三个生活空间。
5G技术正透过实现超低延迟、高频宽的车载连接,提升处理能力并提供身临其境型体验,将汽车转变为「第三生活空间」。Frost & Sullivan的这份报告分析了全球乘用车5G连结市场的这项变革性转变。 5G连接将为高级驾驶辅助系统(ADAS)和自动驾驶提供关键任务支持,在这些系统中,快速数据交换至关重要。此外,车载5G连接将开启车上娱乐系统的新时代,透过资讯娱乐系统实现高清(HD)串流媒体播放、身临其境型扩增实境(AR)体验以及互动式车辆维护和诊断。车载连接技术将透过提供空中下载(OTA)更新和订阅式连接套餐,为汽车製造商和行动通讯业者(MNO)创造新的成长机会。随着5G基础设施在全球扩展至都市区和农村地区,这些连接服务与智慧运输系统的整合预计将推动显着成长。
本分析检验了推动和限制这一转变的因素,并确定了市场相关人员和相关人员可以利用的成长机会,基准年为 2024 年,预测期为 2025-2031 年。
报告摘要:乘用车5G连接市场
乘用车5G连接市场正在透过无缝通讯网路连接车辆、基础设施和云端生态系,从而重新定义汽车产业。 5G的超低延迟(低于1毫秒)、高频宽和网路切片功能对于即时车辆通讯、自动化和安全关键功能至关重要。
这场变革的核心是汽车V2X市场,它实现了车对车(V2V)、基础设施(V2I)和行人(V2P)之间的通讯。随着各国政府强制推行智慧运输解决方案,基于5G技术的V2X系统正成为道路安全与效率的基石。这些网路使车辆能够共用路况数据,从而实现防碰撞、编队行驶和协同自适应巡航控制等功能。
市场发展也推动了联网汽车自动驾驶汽车市场的发展,该市场需要持续的5G连接来实现决策、人工智慧辅助驾驶和远距离诊断。这些发展共同推动着向完全自动化和云端连接的出行生态系统转型。
主要市场趋势:
区域洞察:
随着 5G 网路日趋成熟,乘用车 5G 连接市场将与汽车 5G 连接市场和汽车 V2X 市场更加深入地融合,实现可扩展的、人工智慧增强的行动解决方案,这将定义联网汽车时代。
市场概览:乘用车5G连结市场
随着汽车製造商部署下一代通讯系统以实现联网汽车和自动驾驶,乘用车5G连接市场正经历快速成长。该市场规模在2024年达到22.9亿美元,预计2031年将达到45.5亿美元,复合年增长率(CAGR)为10.3%。
5G连接技术将使车辆能够透过V2X(车联网)、ADAS(高级驾驶辅助系统)和基于人工智慧的远端资讯处理技术与周围环境无缝互动。这项变革与汽车5G连接市场、汽车V2X市场以及更广泛的连网自动驾驶汽车市场的发展密不可分,而所有这些市场都是智慧出行生态系统的关键驱动力。
BMW、宾士、现代、特斯拉和奥迪等主要汽车製造商正在将嵌入式5G车载资讯控制单元(TCU)和空中下载(OTA)平台整合到其新车中。一级供应商(哈曼、大陆集团、博世和采埃孚)与通讯业者(AT&T、Verizon、中国移动和德国电信)之间的合作正在加速5G技术的商业性化应用。
从地理上看,北美和欧洲凭藉其先进的基础设施和对智慧交通系统的监管支持,成为智慧交通系统的早期采用者。亚太地区,以中国、日本和韩国主导,是成长最快的地区,这得归功于大规模的5G部署和联网汽车计画。
随着连网汽车发展成为数位平台,乘用车 5G 连接市场将成为现代出行的基石,从而实现更安全的道路、即时决策以及全球汽车生态系统中基于订阅的新型收入模式。
分析范围:乘用车5G连接市场
本报告分析了 2022 年至 2031 年乘用车 5G 连接市场,涵盖了市场趋势、成长预测、生态系统发展以及主要地区的技术采用。
地理覆盖范围:
段范围:
调查方法:
本分析结合了来自汽车製造商、一级供应商和通讯业者的一手资讯以及来自监管和技术资料库的二手资料。该研究重点关注5G整合将如何支援汽车互联、自动化和边缘智慧。
本报告将汽车 5G 连接市场的技术发展、汽车 V2X 市场的成长以及联网汽车和自动驾驶汽车市场的进步联繫起来,概述了乘用车如何演变为智慧的、数据驱动的平台。
收入预测:乘用车 5G 连结市场
预计乘用车 5G 连接市场将从 2024 年的 22.9 亿美元成长到 2031 年的 45.5 亿美元,复合年增长率为 10.3%。
用途:
区域亮点:
乘用车 5G 连接市场的扩张反映了全球汽车 5G 连接市场的普及曲线,预计到 2031 年,由于人工智慧、云端运算和即时 V2X 功能的不断融合,该市场将继续增长。
细分市场分析:乘用车5G连接市场
依连线类型:
用途:
按车辆类型:
按地区划分:
整体而言,乘用车 5G 连接市场与全球行动出行转型趋势高度契合,该趋势融合了连接性、自动化和消费者个人化。
成长要素:乘用车5G连结市场
这些因素使得乘用车 5G 连接市场成为支援全球智慧、安全和数据驱动型汽车生态系统的关键基础。
成长抑制因素:乘用车 5G 连结市场
虽然这些挑战可能会减缓普及速度,但晶片组设计、网路安全和共用基础设施方面的持续创新可能会随着时间的推移而缓解这些障碍。
竞争格局:乘用车5G连接市场
乘用车 5G 连接市场的特点是汽车製造商、通讯业者和技术供应商之间强大的生态系统伙伴关係,主要参与者包括高通、爱立信、诺基亚、华为、三星、大陆集团、博世、采埃孚、哈曼(三星)和安波福。
技术和晶片组供应商:高通和联发科在整合人工智慧驱动的 V2X 功能和边缘智慧的 5G 汽车晶片组领域占据主导地位。
通讯服务供应商:AT&T、Verizon、Vodafone 和中国行动在网路切片和多接取边缘运算(MEC) 领域处于领先地位,尤其是在汽车领域。
一级供应商:大陆集团、博世和哈曼专注于数位驾驶舱、连网资讯娱乐系统和安全的OTA解决方案。
OEM 领导者:BMW、Mercedes-Benz、现代、特斯拉和通用汽车正在与 AWS、微软 Azure 和谷歌云端等云端服务供应商合作,以推动嵌入式 5G 的普及。
新兴新Start-Ups公司正在车辆资料货币化、人工智慧远端资讯处理和车联网网路安全等领域进行创新。随着公司合併以提供端到端的互联出行解决方案,该行业正在整合。
随着汽车製造商向互联服务模式转型,未来的竞争很可能围绕着互通性、网路安全和商业化战略。
到 2031 年,成功整合连接性、自动化和数据分析的公司将主导乘用车 5G 连接市场,并在更广泛的汽车 V2X 以及互联和自动驾驶汽车市场中获得战略地位。
The Low Latency and High Bandwidth of the 5G Network are Driving Transformational Growth by Turning the Car into a Third Living Space
5G, with its ultra-low latency and high bandwidth vehicle connectivity, is enabling increased processing and providing an immersive experience, allowing the vehicle to be transformed into a third living space. This Frost & Sullivan report explores this transformational shift in the global passenger vehicle 5G connectivity market. 5G connectivity provides mission-critical support for advanced driver assistance systems (ADAS) and autonomous driving, where rapid data exchange is paramount. Additionally, 5G in-vehicle connectivity is unlocking a new era of in-vehicle entertainment, enabling high-definition (HD) streaming, immersive augmented reality (AR) experiences, and interactive vehicle maintenance and diagnostics via the infotainment system. The in-vehicle connectivity unlocks new growth pockets for automakers and mobile network operators (MNOs) by offering over-the-air (OTA) updates and subscription-based model connected packages. As 5G infrastructure expands globally across both rural and urban settlements, the integration of these connected services and the smart mobility ecosystem is expected to drive substantial growth.
This analysis examines the factors driving and restraining this shift and identifies the growth opportunities emerging from the changes in this space for market players and stakeholders to leverage. The base year is 2024, and the forecast period is from 2025 to 2031.
Report Summary: Passenger Vehicle 5G Connectivity Market
The Passenger Vehicle 5G Connectivity Market is redefining the automotive industry by linking vehicles, infrastructure, and cloud ecosystems into a seamless communication network. 5G's ultra-low latency (as low as 1 ms), high bandwidth, and network slicing capabilities make it essential for real-time vehicle communication, automation, and safety-critical functions.
At the heart of this transformation is the automotive V2X market, which enables communication between vehicles (V2V), infrastructure (V2I), and pedestrians (V2P). As governments mandate smarter mobility solutions, 5G-driven V2X systems are becoming central to road safety and efficiency. These networks allow vehicles to share situational data, enabling collision avoidance, platooning, and cooperative adaptive cruise control.
The market's evolution also supports the Connected and Autonomous Vehicles market, which relies on continuous 5G connectivity for decision-making, AI-assisted driving, and remote diagnostics. Together, these developments drive the transition toward fully automated, cloud-connected mobility ecosystems.
Key Market Trends:
Regional Insights:
As 5G networks mature, the Passenger Vehicle 5G Connectivity Market will integrate deeper with the Automotive 5G Connectivity Market and the automotive V2X market, enabling scalable, AI-enhanced mobility solutions that will define the connected vehicle era.
Market Overview: Passenger Vehicle 5G Connectivity Market
The Passenger Vehicle 5G Connectivity Market is experiencing rapid growth as automotive manufacturers embrace next-generation communication systems to enable connected and autonomous driving. Valued at USD 2.29 billion in 2024, the market is projected to reach USD 4.55 billion by 2031, expanding at a compound annual growth rate (CAGR) of 10.3%.
5G connectivity empowers vehicles to interact seamlessly with their environment through vehicle-to-everything (V2X) communication, advanced driver assistance systems (ADAS), and AI-based telematics. This transformation aligns closely with advancements in the Automotive 5G Connectivity Market, the automotive V2X market, and the broader Connected and Autonomous Vehicles market - all key drivers of intelligent mobility ecosystems.
Leading OEMs such as BMW, Mercedes-Benz, Hyundai, Tesla, and Audi are integrating embedded 5G telematics control units (TCUs) and over-the-air (OTA) platforms into new vehicle models. Collaboration among Tier I suppliers (Harman, Continental, Bosch, ZF) and telecom providers (AT&T, Verizon, China Mobile, Deutsche Telekom) is accelerating commercial adoption.
Regionally, North America and Europe lead early adoption due to advanced infrastructure and regulatory support for intelligent transport systems. Asia-Pacific, led by China, Japan, and South Korea, is the fastest-growing region, supported by large-scale 5G rollouts and connected vehicle initiatives.
As connected vehicles evolve into digital platforms, the Passenger Vehicle 5G Connectivity Market will serve as a cornerstone of modern mobility - enabling safer roads, real-time decision-making, and new subscription-based revenue models across the global automotive ecosystem.
Scope of Analysis: Passenger Vehicle 5G Connectivity Market
This report examines the Passenger Vehicle 5G Connectivity Market from 2022 to 2031, covering market trends, growth forecasts, ecosystem developments, and technology adoption across key geographies.
Geographic Scope:
Segmental Scope:
Methodology:
The analysis integrates primary insights from OEMs, Tier I suppliers, and telecom providers with secondary data from regulatory and technology databases. The study focuses on how 5G integration supports automotive connectivity, automation, and edge intelligence.
By linking technological developments in the Automotive 5G Connectivity Market, growth in the automotive V2X market, and advancements in the Connected and Autonomous Vehicles market, the report outlines how passenger vehicles are evolving into intelligent, data-driven platforms.
Revenue Forecast: Passenger Vehicle 5G Connectivity Market
The Passenger Vehicle 5G Connectivity Market is projected to grow from USD 2.29 billion in 2024 to USD 4.55 billion by 2031, at a CAGR of 10.3%.
By Application:
Regional Highlights:
The expansion of the Passenger Vehicle 5G Connectivity Market mirrors the global adoption curve of the Automotive 5G Connectivity Market, with rising integration of AI, cloud computing, and real-time V2X capabilities expected to sustain momentum through 2031.
Segmentation Analysis: Passenger Vehicle 5G Connectivity Market
By Connectivity Type:
By Application:
By Vehicle Class:
By Region:
Overall, the Passenger Vehicle 5G Connectivity Market demonstrates strong alignment with global mobility transformation trends, linking connectivity, automation, and consumer personalization.
Growth Drivers: Passenger Vehicle 5G Connectivity Market
5G Infrastructure Expansion: Global deployment of 5G networks enhances connectivity coverage and data speeds.
Rise of Connected & Autonomous Mobility: Increased adoption of ADAS and automated driving depends on reliable V2X links.
Software-Defined Vehicle Adoption: Continuous OTA updates and feature subscriptions drive 5G integration.
AI-Driven Telematics & Edge Analytics: Enables real-time safety, diagnostics, and performance optimization.
Public-Private Partnerships: Joint investments between automakers and telecom operators accelerate infrastructure readiness.
These factors position the Passenger Vehicle 5G Connectivity Market as a pivotal enabler of smart, safe, and data-driven automotive ecosystems worldwide.
Growth Restraints: Passenger Vehicle 5G Connectivity Market
Uneven 5G Coverage: Limited rural availability impacts global consistency of connected features.
High Integration Costs: Automotive grade 5G modules and compliance testing elevate production costs.
Cybersecurity Concerns: Data vulnerability across V2X networks requires robust protection frameworks.
Standardization Gaps: Regional spectrum and regulatory differences delay interoperability.
Affordability Constraints: Consumer price sensitivity in developing markets may limit early adoption.
While these challenges may slow deployment, ongoing innovation in chipset design, cybersecurity, and shared infrastructure will help mitigate barriers over time.
Competitive Landscape: Passenger Vehicle 5G Connectivity Market
The Passenger Vehicle 5G Connectivity Market is characterized by strong ecosystem partnerships among automakers, telecom operators, and technology providers. Key players include Qualcomm, Ericsson, Nokia, Huawei, Samsung, Continental, Bosch, ZF Friedrichshafen, Harman (Samsung), and Aptiv.
Technology & Chipset Providers: Qualcomm and MediaTek dominate 5G automotive chipsets, integrating AI-driven V2X capabilities and edge intelligence.
Telecom Providers: AT&T, Verizon, Vodafone, and China Mobile lead in dedicated automotive network slicing and MEC (multi-access edge computing).
Tier-I Suppliers: Continental, Bosch, and Harman focus on digital cockpits, connected infotainment, and secure OTA solutions.
OEM Leaders: BMW, Mercedes-Benz, Hyundai, Tesla, and GM drive embedded 5G adoption, often partnering with cloud service providers such as AWS, Microsoft Azure, and Google Cloud.
Emerging startups are innovating in vehicle data monetization, AI telematics, and V2X cybersecurity. Industry consolidation continues as companies merge to deliver end-to-end connected mobility solutions.
Future competition will revolve around interoperability, cybersecurity, and monetization strategies as automakers shift toward connected service models.
By 2031, companies that successfully integrate connectivity, automation, and data analytics will dominate the Passenger Vehicle 5G Connectivity Market and gain strategic positioning across the broader automotive V2X and Connected and Autonomous Vehicles markets.