作为连网生活的汽车生态系统 - 世界预测（~2035 年）

全球连网生活生活车辆市场规模预计将从 2023 年的 80 亿美元增加到 2035 年的 1.5 兆美元，复合年增长率为 54.5%。

联网汽车在过去十年中取得了显着发展，从远端资讯处理系统到可存取第三方应用程式的车内连线。然而，客户为了车内便利而采用联网汽车的想法正逐渐扩展到提供安全、家庭、职场和健康等广泛的支援服务。儘管这个概念很有吸引力，但考虑到市场的起源，还有几个尚未解决的问题，包括服务交付、包装、定价、客户认知和行业趋势。电动和自动驾驶汽车等市场趋势的日益便利性增加了这一领域的复杂性。

“车载连接将占据数位连网生活解决方案的最大份额。”

车载连线功能预计将占整个市场的90%，到2035年市场规模可能达到5,000亿美元。这一点在比亚迪、小鹏汽车、蔚来汽车和零跑车等中国主要OEM的联网汽车战略中得到了体现，它们积极进军国际扩张，尤其是在欧洲。零跑车透露，其未来的汽车将拥有超过 500 种连接功能。

“连网型售后市场将成为连网生活解决方案的关键部分，确保最佳的车辆健康状况并提高车辆在整个使用寿命期间的相关性。”

传统上， OEM和客户之间的主要关係终止于销售点。这种动态现在开始演变。OEM越来越多地涉足售后市场服务，包括数连网型维修和保养服务、基于元宇宙的即时故障识别和维修服务、数位化服务通道、线上汽车零件和二手车市场以及连网型汽车保险功能。因此，OEM在汽车旅程的每个阶段都与客户保持联繫，并帮助他们最好地进行车辆维护。

“连网型能源为OEM提供了强有力的商业案例。”

透过连网型电动车，原始设备OEM)使客户能够更轻鬆地管理能源需求。数位充电管理已变得非常普遍，大多数OEM（包括梅赛德斯、宝马、福特、特斯拉、Stellantis 和Nio）都提供该服务，让您可以监控充电状态、管理充电时间表、搜寻付款和电池更换站等。连网型电动车不仅提供这些数位充电服务，更广泛的充电基础设施生态系统正在为OEM提供新的收益来源。特斯拉、通用汽车和现代等OEM为汽车和家庭提供可再生能源发电、能源储存和 V2G 服务等服务。

本报告针对汽车市场作为全球连网生活生态系统进行研究和分析，提供有关市场趋势、 OEM发展、市场潜力和未来前景的资讯。我们也涵盖了连网生活生态系统中主要企业的竞争格局。

目录

• 数位零售
• 车辆拥有量
• 车内体验
• 连网家庭
• 连网型工作
• 连线健诊
• 连网型的生活方式
• 连网型城市
• 连网型能源
• 连网型售后市场
• 连网型移动性
• 连网型生命週期管理
• 数位连网生活服务—市场潜力
• 数位连网生活生态系服务－市场潜力
• 定价模型
• 高成长细分市场
• 资料收益机会

The global car as a connected living market is expected to grow from $8 in 2023 billion to ~$1.5 trillion by 2035 at a CAGR of 54.5%.

Connected cars have evolved considerably over the last decade from telematics systems to in-car connectivity with access to third party apps. However, the idea that customers are adopting connected vehicles only for in-car convenience is gradually expanding to offer a wide range of support services ranging from safety, home, and workplace, to health. While the concepts are enticing, given the nascency of the market, there are several unanswered questions in terms of service offerings, packages and pricing, customer perception, and industry developments. The growing convenience of market trends such as electrification and autonomous mobility add layers of complexity to this landscape.

"In-car connectivity will have the largest share of the digital connected living solutions"

In-car connectivity features are expected to constitute ~90% of the total market; with a total market potential of ~$500 billion by 2035. This is evident from the connected car strategies of leading Chinese OEMs such as BYD, Xpeng, Nio, and Leap Motors that are aggressively focused on international expansion, especially Europe. Leap Motors has revealed its future vehicles will have over 500 connectivity features.

"Connected aftermarket will be a critical part of connected living solutions to ensure optimal vehicle health and increased vehicle relevance over vehicle lifetime "

Traditionally, the primary relationship between OEMs and its customers ended at the point of sales. This dynamic has started to evolve now. OEMs are increasingly making their presence felt in the aftermarket service space such as digital and connected repair and maintenance services, metaverse based real time fault identification and repair services, digital service lanes, online auto parts and used car marketplaces and connected car insurance features. Consequently, OEMs are connected with their customers at every point in the vehicle journey; helping customers optimally navigate vehicle maintenance.

"Connected energy offers strong business case for OEMs."

Through connected EVs, OEMs are making it very easy for customers to manage their energy needs. Digital charging management has become very common and offered by almost OEMs such as Mercedes, BMW, Ford, Tesla, Stellantis, and Nio amongst others, offering service such as charging status monitoring, charging scheduling, charging and battery swapping station locator, and payment integration. Connected EVs are not just limited to offering these digital charging services - the wider ecosystem of charging infrastructure offers new revenue streams for OEMs. OEMs such as Tesla, GM, and Hyundai offer services such as renewable energy generation for vehicles and homes, energy storage , and vehicle to grid (V2G) services.

List of Companies:

Mercedez Benz (Germany)

BMW (Germany)

VW (Germany)

Stellantis (Netherlands)

Hyundai (South Korea)

Toyota (Japan)

GM (USA)

Ford (USA)

Nio (China)

Xpeng (China)

Research Coverage:

The report covers the global car as a connected living ecosystem market for connected living solutions in terms of market trends, OEM developments, market potential, and future outlook. It also covers the competitive landscape of the major players in the connected living ecosystem.

Key Benefits of the Report

• The report will help the market leaders/new entrants in this market with information on the closest approximations of the revenue numbers for the connected living solutions.
• This report will help stakeholders understand the competitive landscape and gain more insights to position their businesses better and plan suitable go-to-market strategies.
• The report also helps stakeholders understand the pulse of the market and provides them with information on key market drivers, restraints, challenges, and opportunities.

The report provides insights on the following pointers:

• Analysis of key drivers (advanced technologies, customer propensity to adopt), restraints (cost of technology development), challenges (undertaking strategic partnerships), and opportunities (first mover advantage).
• Product Development/Innovation: Detailed insights on upcoming technologies, research & development activities, and new product & service launches in the connected living space.
• Market Development: Comprehensive information about lucrative markets - the report analyses the future of connected living solutions through the car.
• Market Diversification: Exhaustive information about new products & services, recent developments, and investments in the connected living space.
• Competitive Assessment: Competitor benchmarking to understand ket industry connected living service offerings.

TABLE OF CONTENTS

Introduction to Connected Living

Enablers for Connected Living to 2035

Defining Connected Living

Concept of Car as a Connected Living Ecosystem

Car As A Connected Living Ecosystem

Key Elements of a Connected Car – Mapping Connected Living Elements from Pre-Buying to End-of-Life Management

• Digital Retailing
• Vehicle Ownership
• In-car Experiences
• Connected Home
• Connected Work
• Connected Health
• Connected Lifestyle
• Connected City
• Connected Energy
• Connected Aftermarket
• Connected Mobility
• Connected End-of-Life-Management

Evolution Potential of the Car's Connected Living Ecosystem

Connected Living through the Connected Car – Target Timelines

Leading Industry Examples

Car as a Connected Living Ecosystem – Market Potential

Total Addressable Market

• Digital Connected Living Services - Market Potential
• Digital Connected Living Ecosystem Services – Market Potential

Business & Financial Case

• Pricing Models
• High Growth Segments
• Data Monetization Opportunities

Car as a Connected Living Ecosystem – Competitive Landscape

OEM Comparative Analysis

Customer Analysis

Service Adoption Potential

Technology Requirements

Conclusion & Recommendations