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市场调查报告书
商品编码
1404351

远端资讯处理控制单元 -市场占有率分析、产业趋势/统计、2024-2029 年成长预测

Telematics Control Unit - Market Share Analysis, Industry Trends & Statistics, Growth Forecasts 2024 - 2029

出版日期: | 出版商: Mordor Intelligence | 英文 118 Pages | 商品交期: 2-3个工作天内

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简介目录

上年度,远端资讯处理控制单元市场价值为38.5亿美元,预计在预测期内将达到88亿美元,复合年增长率为14.8%。

远端资讯处理控制单元-市场-IMG1

主要亮点

  • 远端资讯处理是汽车产业使用的一种通讯系统,依赖透过无线网路与车辆交换资料。汽车产业正进入无线技术、资讯技术和汽车电子结合的资讯时代。
  • 资料在汽车单元中产生并通讯到后勤部门系统,或后勤部门系统将地图、库存更新、天气预报、网路资料封包等资料推送到汽车单元。这种互动是透过行动电话或安装在车辆上的装置进行的。汽车依靠行动电话塔矩阵和卫星技术进行通讯并绘製其行踪地图。该技术由远端资讯处理控制单元整合和控制。
  • 远端资讯处理控制单元最近已成为汽车行业的重要组成部分。远端资讯处理控制单元(TCU)的采用率较低。联网汽车的概念仍处于阶段,很少有汽车公司涉足联网汽车。然而,随着 5G 和自动驾驶汽车的出现,联网汽车的范围可能会扩大。根据 Appinventiv 的数据,联网汽车预计将成为全球 5G 物联网端点市场的最大细分市场,预计到年终将有 1,900 万个端点。
  • 远端资讯处理控制单元透过引入额外的数据机和处理器来增强车辆的连接性,从而实现从汽车到云端、基础设施或其他车辆的通讯。它还透过改进的电流感应、诊断和噪音抑制来实现天线功率最佳化。它还产生车辆运营每个组成部分的数位蓝图,使车队经理能够评估可以在哪里应用它们来预防事故并执行驾驶员安全法规。此外,远端资讯处理控制单元可以透过分析使用时间资讯、记录维护检查计划、保固召回、发动机工时追踪和服务记录追踪来帮助维护。
  • 然而,已开发地区认知度低、新兴市场和欠发达地区客户的价格敏感性以及与远端资讯处理控制单元相关的网路安全威胁等因素继续对研究市场的成长构成挑战。此外,缺乏远端资讯处理解决方案的通用全球法规结构也对所研究市场的成长构成挑战。
  • COVID-19 大流行对所研究市场的成长产生了重大影响。预计此次疫情将对市场成长产生长期影响,因为随着营运优化和燃油监控需求的增加,车队营运商和车队所有者显着加速了对远端资讯处理技术(例如远端资讯处理控制单元)的接受。大流行也增加了对远端车辆监控解决方案的需求。疫情期间,车队营运商无法再投入人力资源进行车队管理。在新冠疫情之后,对更好地追踪资产的需求不断增长,对车辆安全和自动驾驶汽车的需求不断增长,这可能会在未来几年为调查市场带来重大推动力。

远端资讯处理控制单元市场趋势

小客车占市场主导地位

  • 小客车是指载客数(含驾驶)8人以下的小型、中型、大型车辆。安装在小客车中的远端资讯处理控制单元 (TCU) 可用于多种用途,包括紧急服务通知、失窃车追踪和远端车辆固定。 TCU收集和传输车辆诊断资料,从而实现远端监控和分析。这有助于预防性维护、识别潜在问题并提高车辆的整体性能。
  • TCU 通常用于小客车车队管理系统,以监控和追踪车辆位置、性能和使用情况。这使您可以优化路线并监控驾驶员行为和整体车辆效率。它还向保险公司提供车辆资料,以支援资讯娱乐连接、导航和地图绘製。
  • 电动车的普及正在推动小客车需求的扩大。随着政府和个人优先考虑永续性,人们开始转向更清洁的交通途径。例如,根据 IEA 的数据,纯电动车的全球销量预计将从 2021 年的 460 万辆增加到 2022 年的 730 万辆。 2021年销量将比2020年成长一倍以上,2022年电动车销量将创下新纪录。此外,许多国家不断壮大的中阶增加了购买力和对小客车的需求。
  • 根据OICA(国际工业协会)的数据,中国是全球最大的汽车市场。 2022年,中国汽车用户购买了约2,356万辆小客车,使印度成为亚洲第二大小客车市场。
  • 在汽车工业中,生产的小客车数量不断增加。例如,根据经济分析局 (BEA) 的数据,2022 年美国将生产约 180 万辆汽车。与 2021 年相比,增加了约 13%。这些新兴市场的开拓可能会支持目标市场的成长。
远端资讯处理控制单元-市场-IMG2

北美占最大市场占有率

  • 由于对汽车产业和尖端技术的投资不断增加,北美已成为研究市场的主要投资和采用国家之一。远端资讯处理控制设备应用于各个领域,为汽车产业提供安全、舒适和便利。
  • 在美国,汽车OEM数量众多,普通购车者的技术意识较高,对汽车资讯娱乐和远端资讯处理的偏好,4G/5G、电动车、联网汽车的普及,预计将成为该地区联网汽车的重要市场,部分原因是自动驾驶汽车销售的增加。
  • 据 KBB 称,2023 年第一季美国售出近 258,900 辆纯电动车。与2022年第一季的销售额相比,年增约44.9%。
  • 主要行业参与者增加研发投资、互联网普及上升、资料成本下降、5G 的可用性、越来越多的客户更喜欢连接性而不是车辆的机械规格,以及对电动车和自动驾驶汽车的需求增加。高峰销售正在创造需求汽车和运输产业,这可能会进一步推动该地区的研究市场。

远端资讯处理控制单元产业概况

远端资讯处理控制单元(TCU)市场的特点是高度分散,主要企业包括 LG 电子公司、三星电子(哈曼国际)、罗伯特博世有限公司、大陆集团和电装公司。为了加强市场竞争,公司正在采取联盟和收购等策略来扩大产品系列。

2023年3月,LG电子公司宣布一项重要进展:其越南研发中心将正式成为研发子公司。该子公司将在车辆资讯娱乐 (IVI) 系统软体的开发和评估方面发挥关键作用。 IVI 系统包括视讯、远端资讯处理、音讯和导航 (AVN) 解决方案,是未来移动出行的重要技术。此外,该子公司将促进提供各种与驾驶相关的资讯和娱乐功能。

2022 年 12 月,Ficosa 透过加入 SELFY联盟来展示其对推进汽车技术的承诺,这是一个开创性计划,旨在使自动驾驶和联网汽车更能抵御网路攻击和紧急情况。我做到了。该联盟的总体目标是设计能够产生、监控和收集资料以有效识别潜在威胁的协作工具。这项努力将增强该产业应对网路威胁和其他潜在服务中断的能力。透过该倡议开发的工具可以保护自主和互联移动系统的隐私、机密性和完整性,并准备为汽车行业带来重要的技术进步。

其他福利

  • Excel 格式的市场预测 (ME) 表
  • 3 个月的分析师支持

目录

第一章简介

  • 研究假设和市场定义
  • 调查范围

第二章调查方法

第三章执行摘要

第四章市场洞察

  • 市场概况
  • 产业吸引力-波特五力分析
    • 供应商的议价能力
    • 买方议价能力
    • 新进入者的威胁
    • 替代品的威胁
    • 竞争公司之间的敌对关係
  • 技术简介
  • 宏观趋势对市场形势的影响

第五章市场动态

  • 市场驱动因素
    • 汽车产业对安全性、舒适性和便利性的需求不断增长
    • 5G技术的普及
  • 市场抑制因素
    • 发展中地区的远端资讯普及下降
    • 监管制裁的延迟
  • 连结技术趋势(2G/3G、4G、5G)

第六章市场区隔

  • 按用途
    • 安全保障
    • 资讯和导航
    • 其他用途
  • 按类型
    • 嵌入式OEM
    • 售后服务
  • 按车型
    • 小客车
    • 商用车
  • 按地区
    • 北美洲
    • 欧洲
    • 亚太地区
    • 拉丁美洲
    • 中东/非洲

第七章竞争形势

  • 公司简介
    • LG Electronics Inc.
    • Samsung Electronics Co. Ltd(Harman International)
    • Robert Bosch GmbH
    • Continental AG
    • Denso Corporation
    • Marelli Europe SPA
    • Visteon Corporation
    • Valeo SA
    • Ficosa International SA

第八章投资分析

第9章 马勒凯特的未来

简介目录
Product Code: 60381
Telematics Control Unit - Market - IMG1

The telematics control unit market was valued at USD 3.85 billion in the previous year and is expected to register a CAGR of 14.8%, reaching USD 8.80 billion over the forecast period.

Key Highlights

  • Telematics is a communication system employed in the automotive industry that depends on data traveling to and from automobiles over wireless networks. The automobile industry is being propelled into the information age by combining wireless technology, location technology, and in-vehicle electronics.
  • Data is either generated in the vehicle unit and communicated to the back-office systems, or the back-office systems push data to the vehicle unit like maps, stock updates, weather reports, internet data packets, etc. This exchange occurs by cellphone or the unit installed in the vehicle. The car communicates and maps its whereabouts utilizing a matrix of cellphone towers and satellite technologies. This technology is incorporated into and controlled by a telematics control unit.
  • The telematics control unit has recently become a crucial component in the automobile industry. The adoption of telematics control units (TCU) has been low. The concept of connected cars is still in its early stages, with very few automobile companies including them. However, the emerging prospects of 5G and autonomous vehicles will likely expand the scope of connected cars. According to Appinventiv, connected cars are anticipated to become the largest segment of the global 5G Internet of Things endpoint market, having a projected 19 million endpoints by the end of 2023.
  • The telematics control unit facilitates increasing the vehicle's connectivity by introducing additional modems and processors to enable communication from the car to the cloud, infrastructure, or other vehicles. It enables antenna power optimization through improved current sensing, diagnostics, and noise reduction. It generates a digital blueprint of every component of a vehicle's operation, enabling fleet management to evaluate where enhancements in accident prevention and driver safety regulations can be applied. In addition, the telematics control unit can help with maintenance by analyzing hours-of-use information, planning maintenance inspections, and taking note of guaranteed recovery, engine hour tracking, and service records tracking.
  • However, factors such as a lower awareness in developed regions, price sensitivity of customers in developing and less developed regions, and the cyber security threat associated with telematics control units continue to challenge the growth of the studied market. Furthermore, the lack of a common global regulatory framework for telematics solutions challenges the growth of the market studied.
  • The global COVID-19 pandemic had a notable impact on the growth of the market studied. It is expected to have a long-term impact on the growth of the market as the pandemic significantly enhanced the acceptance of telematics technology, such as telematics control units, by fleet operators and vehicle owners as the need for operations optimization and fuel monitoring grows. The pandemic has also driven the demand for remote vehicle monitoring solutions, as, during the pandemic, fleet operators no longer had the luxury of deploying human resources to manage the fleet. The growing demand for better tracking of assets and the increasing push for vehicle safety and autonomous vehicles post-COVID will give a significant thrust to the market studied in the coming years.

Telematics Control Unit Market Trends

Passenger Vehicles to Dominate the Market

  • Passenger cars are used for compact, mid-size, and full-size vehicles that convey not more than eight passengers (including the driver). The telematics control units (TCUs) in passenger vehicles can be used for several purposes: emergency services notification, stolen vehicle tracking, and remote vehicle immobilization. TCUs can collect and transmit vehicle diagnostics data, allowing for remote monitoring and analysis. This can help with proactive maintenance, identifying potential issues, and improving overall vehicle performance.
  • TCUs are commonly used in passenger vehicles for fleet management systems to monitor and track vehicle location, performance, and usage of vehicles. This helps optimize routing and monitor driver behavior and overall fleet efficiency. They also provide vehicle data to insurance companies for enhanced infotainment connectivity, navigation, and mapping.
  • The increasing adoption of electric vehicles contributes to the growing demand for passenger vehicles. As governments and individuals prioritize sustainability, there is a shift towards cleaner transportation options. For instance, according to IEA, global battery-electric vehicle sales reached an estimated 7.3 million in 2022, up from around 4.6 million in 2021. In 2021, these sales more than doubled compared to 2020, and 2022 marks a new record in all-electric sales volume. Moreover, the growth of the middle class in many countries has resulted in increased purchasing power and a higher demand for passenger vehicles.
  • According to OICA (International Organization of Motor Vehicle Manufacturers), China is the world's largest automotive market. The Chinese motorists purchased approximately 23.56 million passenger cars in 2022, and India was the second-largest market for passenger cars in Asia.
  • The automotive industry is also witnessing an increase in the production of passenger vehicles. For instance, according to the Bureau of Economic Analysis (BEA), in 2022, approximately 1.8 million automobiles were produced in the United States. It represents an increase of about 13 percent compared with 2021. Such developments are likely to boost the growth of the studied market.
Telematics Control Unit - Market - IMG2

North America Holds Largest Market Share

  • North America is one of the significant investors and adopters in the studied market owing to growing investment in automotive sectors and the latest technologies. Telematics control unit devices are used in various regional verticals to provide Safety, Comfort, and Convenience in the Automotive Sector.
  • The United States is anticipated to be the significant market for connected cars in the region due to the significant presence of automotive OEMs, high levels of technology awareness amongst the general car buyers, preference for infotainment and telematics in vehicles, widespread adoption of 4G/5G and increasing sales of electric, connected and autonomous cars in the country.
  • According to KBB, in the first quarter of 2023, just under 258,900 battery-electric vehicles were sold in the United States. This year-over-year increase was around 44.9% compared to the sales recorded in the F1Q of 2022.
  • The increasing investments in R&D by major industry players, rising Internet penetration, falling data costs, availability of 5G, growing preference of customers for connectivity features over mechanical specifications of cars, and a peak in sales of electric and autonomous automobiles are creating demand in the automotive and transportation industry may further propel the studied market in the region.

Telematics Control Unit Industry Overview

The telematics control unit (TCU) market is characterized by significant fragmentation, with major industry players including LG Electronics Inc., Samsung Electronics Co. Ltd (Harman International), Robert Bosch GmbH, Continental AG, and Denso Corporation. To strengthen their competitive position, companies in this market are employing strategies such as partnerships and acquisitions to augment their product portfolios.

In March 2023, LG Electronics Inc. announced a significant development, as its research and development center in Vietnam officially transformed into an R&D subsidiary. This subsidiary is poised to play a pivotal role in the development and evaluation of software for vehicle infotainment (IVI) systems. IVI systems encompass vital technologies for the future of mobility, encompassing video, telematics, audio, and Navigation (AVN) solutions. Additionally, this subsidiary will facilitate the provision of diverse driving-related information and entertainment functionalities.

In December 2022, Ficosa demonstrated its commitment to advancing automotive technology by participating in the SELFY consortium, a pioneering project aimed at enhancing the resilience of autonomous and connected vehicles against cyber-attacks and emergency situations. The consortium's overarching objective is to devise collaborative tools capable of generating, monitoring, and collecting data to identify potential threats effectively. This effort will strengthen the industry's ability to respond to cyber threats and other potential service disruptions. The tools developed through this initiative are poised to usher in a significant technological advancement in the automobile sector, safeguarding the privacy, confidentiality, and integrity of Autonomous and Interconnected Mobility Systems.

Additional Benefits:

  • The market estimate (ME) sheet in Excel format
  • 3 months of analyst support

TABLE OF CONTENTS

1 INTRODUCTION

  • 1.1 Study Assumptions and Market Definition
  • 1.2 Scope of the Study

2 RESEARCH METHODOLOGY

3 EXECUTIVE SUMMARY

4 MARKET INSIGHTS

  • 4.1 Market Overview
  • 4.2 Industry Attractiveness - Porter's Five Forces Analysis
    • 4.2.1 Bargaining Power of Suppliers
    • 4.2.2 Bargaining Power of Buyers
    • 4.2.3 Threat of New Entrants
    • 4.2.4 Threat of Substitute Products
    • 4.2.5 Intensity of Competitive Rivalry
  • 4.3 Technology Snapshot
  • 4.4 Impact of Macro Trends on the Market Landscape

5 MARKET DYNAMICS

  • 5.1 Market Drivers
    • 5.1.1 Increase in Demand for Safety, Comfort, and Convenience in the Automotive Sector
    • 5.1.2 Increased Deployment of 5G Technology
  • 5.2 Market Restraints
    • 5.2.1 Slower Rate of Penetration of Telematics in Developing Regions
    • 5.2.2 Delayed Regulatory Sanctions
  • 5.3 Connectivity Technology Trends (2G/3G Vs. 4G Vs. 5G)

6 MARKET SEGMENTATION

  • 6.1 By Application
    • 6.1.1 Safety and Security
    • 6.1.2 Information and Navigation
    • 6.1.3 Other Applications
  • 6.2 By Type
    • 6.2.1 Embedded OEMs
    • 6.2.2 Aftersales
  • 6.3 By Type of Vehicle
    • 6.3.1 Passenger
    • 6.3.2 Commercial
  • 6.4 By Geography
    • 6.4.1 North America
    • 6.4.2 Europe
    • 6.4.3 Asia-Pacific
    • 6.4.4 Latin America
    • 6.4.5 Middle East and Africa

7 COMPETITIVE LANDSCAPE

  • 7.1 Company Profiles*
    • 7.1.1 LG Electronics Inc.
    • 7.1.2 Samsung Electronics Co. Ltd (Harman International)
    • 7.1.3 Robert Bosch GmbH
    • 7.1.4 Continental AG
    • 7.1.5 Denso Corporation
    • 7.1.6 Marelli Europe S.P.A.
    • 7.1.7 Visteon Corporation
    • 7.1.8 Valeo SA
    • 7.1.9 Ficosa International SA

8 INVESTMENT ANALYSIS

9 FUTURE OF THE MAREKET