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市场调查报告书
商品编码
1880419
电动车用通讯系统市场预测至2032年:按组件、连接解决方案、动力类型、车辆类型、应用、销售管道和地区分類的全球分析Electric Vehicle Telematics Market Forecasts to 2032 - Global Analysis By Component, Connectivity Solution, Propulsion Type, Vehicle Type, Application, Sales Channel, and By Geography |
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根据 Stratistics MRC 的一项研究,预计到 2025 年,全球电动车用通讯系统市场价值将达到 151 亿美元,到 2032 年将达到 604 亿美元。
预计在预测期内,电动车用通讯系统将以 21.9% 的复合年增长率成长。该技术专注于连接解决方案,用于收集和分析电动车的即时数据,包括电池状态、消费量、充电行为、位置和驾驶模式。它为汽车製造商、车队营运商、保险公司和服务供应商赋能。其优点包括优化充电和路线规划、延长电池寿命、降低营运成本、预测性维护、改善用户体验,以及增强电动车融入车队策略和能源系统的能力。
充电基础设施集成
车载资讯系统与这些网路的整合度日益提高,使驾驶者能够透过车载资讯娱乐系统查找可用充电桩、查看即时路况并进行便利支付。这种整合显着降低了里程焦虑,并提升了整体用户体验。因此,拥有电动车变得更加实用和吸引人,从而推动了提供这些关键连接服务的车载资讯解决方案的普及,并直接促进了市场成长。
高成本且整合复杂
快速普及的主要障碍在于车载资讯系统硬体所需的大量前期投资,以及将这些系统与现有车辆架构和企业软体整合的复杂过程。对车队营运商而言,这笔前期成本可能构成一大障碍,尤其是对中小企业而言。此外,这些系统的复杂性通常需要专门的技术知识进行安装和维护,从而带来额外的营运难题。这种财务和技术负担会减缓市场渗透速度,尤其是在价格敏感型细分市场。
基于使用量的保险的成长
基于使用量的保险(UBI)的兴起为车载资讯服务供应商开闢了一条重要的成长途径。保险公司越来越多地根据实际驾驶数据(例如里程、煞车习惯和时间)提案个人化保费,这些数据直接从车载资讯服务设备收集。这为消费者创造了极具吸引力的价值提案,促使他们采用车载资讯服务以换取潜在的成本节省。此外,这也为车载资讯服务公司提供了透过与保险公司合作开发新的收入来源并显着扩大市场覆盖范围的机会。
透过与保险公司的合作,我们正在创造新的收入来源,并大幅扩大我们的市场规模。
网路可靠度挑战
车载资讯系统的有效性完全依赖于稳定可靠的蜂窝网路连接。网路延迟、农村或地下区域的通讯盲区,甚至服务中断都可能导致关键资料传输失败,从而阻碍即时车辆追踪、远距离诊断和紧急应变服务等核心功能。这些可靠性问题会削弱用户对该技术的信任,导致服务不满,如果无法妥善解决,还会对市场声誉和成长构成重大威胁。
疫情初期,由于供应链瓶颈和新车产量暂时下降,电动车远端资讯处理市场受到衝击,硬体安装速度也随之放缓。然而,这场危机随后加速了车队管理的数位转型。随着对营运效率和非接触式监控需求的日益增长,企业越来越多地采用远端资讯处理技术进行路线优化和远端资产管理。这种优先事项的转变帮助市场復苏,并为后疫情时代的强劲成长奠定了基础。
预计在预测期内,硬体细分市场将占据最大的市场份额。
预计在预测期内,硬体部分将占据最大的市场份额。这些组件较高的初始单位成本及其在车辆资料收集中的关键作用,是其主导的主要原因。随着车载资讯系统在新电动车中成为标配,以及诸如eCall之类的嵌入式系统(尤其是在欧洲)成为强制性配置,硬体出货量持续成长。这一稳定的安装基础确保了该细分市场继续保持收入主导。
预计在预测期内,纯电动车(BEV)细分市场将实现最高的复合年增长率。
由于纯电动车(BEV)在全球脱碳策略中扮演核心角色,预计在预测期内,BEV细分市场将实现最高的成长率。 BEV的核心功能,例如电池状态监控、续航里程预测和充电过程管理,都依赖先进的车载资讯系统。此外,政府补贴和汽车製造商(OEM)积极推动产品电气化的计划,也正在迅速推动BEV的销售。这种直接关联使得BEV细分市场成为车载资讯系统市场扩张的主要驱动力,预计其成长速度将显着高于其他车辆动力方式。
预计在预测期内,欧洲地区将占据最大的市场份额。这一主导地位得益于严格的政府法规,例如eCall强制令(要求所有新车都必须配备车载资讯系统)。此外,政府透过补贴大力支持电动车的普及,以及快速扩展的充电基础设施,都为电动车的发展创造了有利环境。主要汽车製造商的存在以及精通技术的消费者群体,进一步巩固了欧洲作为电动汽车车载资讯系统产生收入关键地区的地位。
预计亚太地区在预测期内将实现最高的复合年增长率。这主要得益于中国和印度庞大的电动车市场,两国政府的各项措施和日益增强的环保意识正在推动电动车的快速普及。该地区密集的城市人口为车队远端资讯处理和联网汽车服务创造了强劲的应用前景。此外,对本地製造业和技术研发的持续投资也在推动远端资讯处理解决方案的普及,使亚太地区成为成长最快的市场。
According to Stratistics MRC, the Global Electric Vehicle Telematics Market is accounted for $15.1 billion in 2025 and is expected to reach $60.4 billion by 2032, growing at a CAGR of 21.9% during the forecast period. Electric vehicle telematics focuses on connected solutions that collect and analyze real-time data from EVs, including battery health, energy consumption, charging behavior, location, and driver patterns. It supports automakers, fleet operators, insurers, and service providers. Benefits include optimized charging and routing, extended battery life, reduced operating expenses, predictive maintenance, better user experience, and enhanced ability to integrate EVs into fleet strategies and energy systems.
Charging Infrastructure Integration
Telematics systems are increasingly being integrated with these networks, allowing drivers to locate available chargers, check real-time status, and facilitate seamless payment directly through their vehicle's infotainment system. This integration greatly lessens range anxiety and improves the overall user experience, making owning an electric vehicle more practical and appealing. Consequently, it drives higher adoption of telematics solutions that offer these essential connected services, directly fueling market growth.
High System Costs and Integration Complexity
A significant barrier to rapid adoption is the substantial initial investment required for telematics hardware and the complex process of integrating these systems with existing vehicle architectures and enterprise software. For fleet operators, this upfront cost can be prohibitive, especially for smaller companies. Additionally, the complexity often demands specialized technical expertise for installation and maintenance, creating further operational hurdles. This financial and technical burden can slow down market penetration, particularly in price-sensitive segments.
Growth of Usage-Based Insurance
The rise of Usage-Based Insurance (UBI) presents a substantial growth avenue for telematics providers. Insurers are increasingly offering personalized premiums based on actual driving data such as mileage, braking habits, and time of day collected directly from telematics devices. This creates a compelling value proposition for consumers to adopt telematics in exchange for potential cost savings. Furthermore, it opens a new revenue stream for telematics companies
through partnerships with insurance firms, significantly expanding their market reach.
Network Reliability Issues
The effectiveness of telematics is entirely dependent on consistent and robust cellular connectivity. Network latency, coverage gaps in rural or underground areas, and outright service outages can lead to critical data transmission failures. The result disrupts core functions like real-time vehicle tracking, remote diagnostics, and emergency response services. Such reliability issues can erode user trust in the technology, lead to service dissatisfaction, and ultimately pose a significant threat to market reputation and growth if not adequately addressed.
The pandemic initially disrupted the EV telematics market through supply chain bottlenecks and a temporary decline in new vehicle production, delaying hardware installation. However, the crisis subsequently acted as a catalyst by accelerating the digital transformation of fleet management. With a heightened need for operational efficiency and contactless monitoring, businesses increasingly adopted telematics to optimize routes and manage remote assets. This shift in priority helped the market recover and positioned it for stronger growth in the post-pandemic era.
The hardware segment is expected to be the largest during the forecast period
The hardware segment is expected to account for the largest market share during the forecast period. The high initial unit cost of these components and their essential role in data acquisition from the vehicle contribute to its dominant market share. As telematics becomes a standard feature in new EVs, especially with mandates for embedded systems like eCall in Europe, the volume of hardware shipments continues to rise. This consistent installation base ensures the segment's continued revenue leadership.
The battery electric vehicles (BEV) segment is expected to have the highest CAGR during the forecast period
Over the forecast period, the battery electric vehicles (BEV) segment is predicted to witness the highest growth rate due to its central role in global decarbonization strategies. BEVs inherently rely on sophisticated telematics for core functions like battery health monitoring, range prediction, and managing charging sessions. Also, government subsidies and aggressive plans by original equipment manufacturers (OEMs) to electrify their products are quickly boosting BEV sales. This direct correlation positions the BEV segment as the primary engine for telematics market expansion, outpacing other vehicle propulsion types significantly.
During the forecast period, the Europe region is expected to hold the largest market share. This leadership is anchored by stringent government regulations, such as the eCall mandate, which requires all new vehicles to have embedded telematics. Additionally, strong governmental support for EV adoption through subsidies and a rapidly expanding charging infrastructure creates a fertile environment. The presence of major automotive OEMs and a tech-savvy consumer base further consolidates Europe's position as the dominant revenue-generating region for EV telematics.
During the forecast period, the Asia Pacific region is anticipated to exhibit the highest CAGR, fueled by the massive EV markets in China and India, where government initiatives and rising environmental consciousness are driving swift adoption. The region's dense urban populations create a strong use case for fleet telematics and connected car services. Furthermore, growing investments in local manufacturing and technological development are making telematics solutions more accessible, positioning Asia Pacific as the fastest-growing market.
Key players in the market
Some of the key players in Electric Vehicle Telematics Market include TomTom International BV, Robert Bosch GmbH, Continental AG, Trimble Inc., Geotab Inc., CSS Electronics, Intellicar Telematics Pvt. Ltd., Inventure Ltd., Agero, Inc., Airbiquity, Inc., Harman International, Siemens AG, Denso Corporation, Vishay Intertechnology Inc., Microchip Technology Inc., Renesas Electronics Corporation, and Azuga Inc.
In September 2025, TomTom announced that its Orbis Maps now include over 2 million electric vehicle charging points worldwide, enhancing seamless EV navigation and charging information for connected vehicles.
In September 2025, Geotab announced that its platform can now connect directly to Tesla vehicles, enabling fleets to manage EVs via OEM-embedded telematics on a single connected-vehicle platform.
In July 2025, Agero announced its partnership with Polestar to deliver industry-leading roadside assistance to EV owners, leveraging Agero's connected-platform data and EV service expertise to support electric-vehicle customers across the U.S.
In February 2024, Karma Automotive reported acquiring key assets and personnel from connected-vehicle pioneer Airbiquity, integrating its OTA and connected-vehicle software portfolio that historically powered EV and telematics services into Karma's software-defined vehicle strategy.
Note: Tables for North America, Europe, APAC, South America, and Middle East & Africa Regions are also represented in the same manner as above.