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市场调查报告书
商品编码
1889466
车载资讯服务市场预测至2032年:按组件、技术、连接性、车辆类型、应用、销售管道和地区分類的全球分析Telematics Market Forecasts to 2032 - Global Analysis By Component (Hardware, Software, and Services), Technology (Embedded, Tethered, and Integrated Smartphone), Connectivity, Vehicle Type, Application, Sales Channel, and By Geography |
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根据 Stratistics MRC 预测,2025 年全球远端资讯处理市场规模预计将达到 784 亿美元,到 2032 年将达到 2,112 亿美元。
预计在预测期内,该产业将以15.2%的复合年增长率成长。车载资讯服务产业专注于整合通讯技术、GPS和车载数据系统,将车辆、设备和资产连接到云端平台。这包括硬体设备、连接解决方案、分析软体以及一系列服务,应用于交通运输、建筑、保险和租赁等行业。车载资讯服务的优势包括即时追踪、更有效率的路线和资产利用、降低燃油和维护成本、提升安全性和驾驶行为分析、增强合规性,以及开发新的数据驱动型经营模式和服务。
联网汽车的普及和强制性安全法规
联网汽车的普及和强制性安全法规的出台,从根本上推动了市场成长。世界各地的政府强制规定,例如欧盟的eCall紧急呼叫系统,都要求车辆配备远端资讯处理系统以进行紧急应变,从而形成大规模的用户群体。此外,消费者对高阶互联、即时诊断和ADAS(高级驾驶辅助系统)的需求不断增长,也加速了汽车製造商将复杂的远端资讯处理系统作为标准配置的进程。这一趋势直接促进了市场成长和技术进步。
资料隐私和网路安全问题
备受瞩目的车辆资料外洩事件削弱了消费者的信任,并带来了营运风险。收集详细的位置和驾驶行为数据引发了监管机构和个人的密切关注,相关人员要求在进行大规模部署之前建立更强大、更透明的安全框架,这可能会减缓市场接受度。
拓展至电动车 (EV) 车队管理领域
车载资讯系统解决方案对于解决电动车特有的挑战至关重要,例如监控电池状态、根据路线和能源成本优化充电计划以及缓解里程焦虑。这种协同作用使车队营运商能够最大限度地提高车辆性能并降低整体拥有成本,从而在更广泛的车载资讯系统生态系统中开闢出一个专属且快速增长的细分市场。
日益严格的资料保护条例
日益严格的资料保护条例,例如《一般资料保护规则》(GDPR)和《加州消费者隐私法案》(CCPA),透过增加合规成本和营运复杂性,构成潜在威胁。这些法律法规规范了远端资讯处理系统产生的大量资料的跨境流动和处理。如果企业未能遵守这些法规,将面临巨大的财务和法律风险,这可能会抑制对资料密集型服务产品的投资和创新。
疫情初期扰乱了汽车产业,导致车辆生产延误和新型远端资讯处理技术应用暂时下降。然而,最终却加速了市场对特定远端资讯处理应用的需求。此次危机也使人们更加关注非接触式车队管理、远距离诊断和高效物流,推动了商业车队采用这些技术以优化营运和保障驾驶员安全,尤其是在资产利用率高度敏感的时期。
预计在预测期内,硬体细分市场将占据最大的市场份额。
由于远端资讯处理控制单元 (TCU)、感测器和连接模组等元件在任何已部署的系统中都至关重要,预计硬体部分在预测期内将占据最大的市场份额。儘管软体的价值日益增长,但无论是在原始设备製造商 (OEM) 还是售后市场,对实体硬体的初始需求都促使硬体部分巩固了其收入主导地位,尤其是在全球汽车产量復苏和扩张的情况下。
预计在预测期内,嵌入式细分市场将实现最高的复合年增长率。
预计嵌入式系统领域在预测期内将实现最高成长率,这主要得益于汽车製造商越来越多地从工厂开始整合远端资讯处理系统,以实现互联服务,而这些系统相比售后市场解决方案具有更高的可靠性和整合性。消费者对无缝连接的偏好以及汽车行业向软体定义汽车的转型,直接推动了嵌入式系统的快速普及,并支撑了其强劲的成长势头。
预计北美将在预测期内占据最大的市场份额。这项优势源自于其对技术的早期应用、严格的安全法规、成熟的汽车产业以及众多领先的远端资讯处理和车队管理服务供应商。强大的现有基础设施和较高的商用车队渗透率将继续推动该地区产生收入。
预计亚太地区在预测期内将实现最高的复合年增长率。快速的都市化推动了对商用车辆的需求,而汽车产量的快速增长(尤其是在中国和印度)以及政府对车辆追踪和安全监管的日益严格,都促进了该地区的爆炸式增长。不断壮大的中产阶级以及保险科技和智慧网联网汽车服务日益普及,也进一步推动了这项加速成长。
According to Stratistics MRC, the Global Telematics Market is accounted for $78.4 billion in 2025 and is expected to reach $211.2 billion by 2032, growing at a CAGR of 15.2% during the forecast period. The telematics sector focuses on integrating telecommunications, GPS, and onboard data systems to connect vehicles, equipment, or assets to cloud platforms. This encompasses hardware devices, connectivity solutions, analytics software, and various services utilized in sectors such as transportation, construction, insurance, and leasing. The benefits of telematics include real-time tracking, enhanced route and asset utilization, reduced fuel and maintenance expenses, improved safety and insights into driver behavior, better compliance, and the development of new data-driven business models and services.
Rise of connected vehicles and mandatory safety regulations
The rise of connected vehicles and mandatory safety regulations is fundamentally accelerating market growth. Government mandates worldwide, such as eCall in the EU, require telematics systems for emergency response, creating a substantial installed base. Additionally, consumer demand for enhanced connectivity, real-time diagnostics, and advanced driver-assistance systems (ADAS) is driving original equipment manufacturers (OEMs) to integrate sophisticated telematics as a standard feature. This trend is directly helping the market grow and technologies improve.
Data privacy and cybersecurity concerns
High-profile breaches involving vehicle data erode consumer trust and pose operational risks. The collection of detailed location and driving behavior data triggers intense scrutiny from regulators and individuals alike, potentially slowing market penetration as stakeholders demand more robust and transparent security frameworks before committing to large-scale deployments.
Expansion into electric vehicle (EV) fleet management
Telematics solutions are critical for addressing EV-specific challenges, such as monitoring battery health, optimizing charging schedules based on route and energy costs, and alleviating range anxiety. This synergy helps fleet operators get the most out of their vehicles and lower their total cost of ownership. This creates a dedicated and quickly growing niche within the larger telematics ecosystem.
Increasingly stringent data protection regulations
Increasingly stringent data protection regulations, such as the General Data Protection Regulation (GDPR) and the California Consumer Privacy Act (CCPA), pose potential threats by escalating compliance costs and operational complexity. These laws govern the cross-border flow and processing of the vast data generated by telematics systems. Companies face significant financial and legal risks if they fail to comply, which can deter investment and hinder innovation in data-intensive service offerings.
The pandemic initially disrupted the automotive sector, leading to vehicle production delays and temporary declines in new telematics installations. However, it ultimately accelerated market demand for specific telematics applications. The crisis brought attention to contactless fleet management, remote diagnostics, and efficient logistics, driving adoption among commercial fleets to optimize operations and ensure driver safety during a period of heightened sensitivity around asset utilization.
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, attributed to the essential nature of components like telematics control units (TCUs), sensors, and connectivity modules in every deployed system. Despite increasing software value, the upfront need for physical hardware in both OEM and aftermarket installations secures its leading revenue position, particularly as vehicle production volumes recover and expand globally.
The embedded segment is expected to have the highest CAGR during the forecast period
Over the forecast period, the embedded segment is predicted to witness the highest growth rate, driven by automakers increasingly embedding factory-fit telematics for connected services, which offer greater reliability and integration than aftermarket solutions. Consumer preferences for seamless connectivity and the automotive industry's shift toward software-defined vehicles directly fuel the rapid adoption of embedded systems, supporting their superior growth trajectory.
During the forecast period, the North America region is expected to hold the largest market share. This leadership is based on early adoption of technology, strict rules that promote safety, a well-established automotive industry, and a large number of major telematics and fleet management service providers. Strong existing infrastructure and high commercial fleet penetration continue to drive substantial revenue in this region.
Over the forecast period, the Asia Pacific region is anticipated to exhibit the highest CAGR. Rapid urbanization is driving up demand for commercial fleets, while soaring automotive production, especially in China and India, and stricter government rules for vehicle tracking and safety are fueling explosive growth. The expanding middle class and growing acceptance of insurtech and connected car services further contribute to this accelerated growth rate.
Key players in the market
Some of the key players in Telematics Market include Geotab Inc., Verizon Connect, MiX Telematics, Trimble Inc., Webfleet Solutions B.V., Samsara Inc., Omnitracs LLC, Teletrac Navman US Ltd., CalAmp Corp., Zonar Systems Inc., Fleet Complete, Inseego Corp., Continental AG, Robert Bosch GmbH, AT&T Inc., Vodafone Automotive, Octo Group S.p.A., and Airbiquity Inc.
In October 2025, Teletrac Navman earned the "Vehicle Telematics Solution of the Year" award in the 2025 AutoTech Breakthrough Awards Program for its TN360 platform and IQ, Multi IQ, Smart dashcams, which use AI and machine learning for real-time insights into driver behavior, vehicle performance, and road conditions to enhance safety and reduce incidents.
In July 2025, Teletrac Navman launched OEM Telematics integration for TN360, enabling cloud-to-cloud connections with factory-fitted telematics hardware from vehicle manufacturers by entering VIN numbers, providing data on location, usage, speed, fuel, and EV battery charge without aftermarket installs.
Note: Tables for North America, Europe, APAC, South America, and Middle East & Africa Regions are also represented in the same manner as above.