电动车用通讯系统市场 - 全球产业规模、份额、趋势、机会及预测（按技术、车辆类型、应用、地区和竞争格局划分，2021-2031年）

全球电动车用通讯系统市场预计将从 2025 年的 87.8 亿美元成长到 2031 年的 144.2 亿美元，复合年增长率为 8.62%。

这项技术被定义为电动车领域通讯和资讯技术的融合，它能够即时传输有关电池状态、充电状态、续航里程预测和驾驶行为等关键数据。市场成长的主要驱动力来自车队管理人员优化充电计画以最大限度减少停机时间的营运需求，以及政府日益严格的车辆互联法规，这些法规旨在确保车辆安全和排放气体监测。与暂时的市场波动不同，这些结构性需求代表了对资料驱动型出行解决方案的根本需求。

随着车辆基础设施互联程度的提高，网路安全威胁和资料隐私外洩的风险日益增加，这可能是阻碍市场发展的主要障碍之一。车辆与电网之间交换的大量敏感资讯造成了安全漏洞，因此严格的安全通讯协定对于维护消费者信任至关重要。根据国际能源总署（IEA）预测，到2024年，全球电动车销量预计将达到1,700万辆。互联汽车的快速成长凸显了安全且标准化的车载资讯系统对于维持不断增长的全球汽车保有量的重要性。

市场驱动因素

全球电动乘用车和商用车的日益普及是车载资讯服务产业的主要驱动力，也因此迫切需要连网互通来有效管理能源消耗。随着电动车普及率的提高，营运商越来越依赖即时数据来协调充电负荷并监控分散式资产的电池性能，这一结构性转变得益于关键市场持续的销售成长。根据 Cox Automotive 于 2024 年 10 月发布的报告《电动车销量在第三季再次创下历史新高》，美国电动车销量达到历史新高，年成长 11%，达到 346,309 辆。这一成长凸显了建构强大的车载资讯服务基础设施以支援现代电动出行数据生态系统的必要性。

同时，物流业对营运效率和成本降低日益增长的需求正在推动车队管理软体的普及。商业营运商正在利用远端资讯处理技术来验证电气化的经济可行性，并优化电池续航里程受限车辆的路线规划。根据 Geotab 于 2024 年 4 月发布的报告《充电时代：通往电动车未来之路》，对实际驾驶模式的分析表明，目前 75% 的轻型商用车车队都可以被电动车取代，同时仍能满足日常续航里程需求。这一转型在欧洲正加速。欧洲汽车製造商协会 (ACEA) 发布的 2024 年报告显示，欧盟配备充电桩的货车註册量在第一季增长了 4.2%，凸显了商业性对互联电动交通日益增长的需求。

市场挑战

日益严重的网路安全威胁和资料隐私外洩风险对全球电动车用通讯系统市场的成长构成了重大障碍。随着电动车越来越依赖持续连接来进行电池管理、续航里程估算和电网集成，它们也成为恶意攻击者利用软体漏洞的理想目标。这些漏洞威胁车队管理系统的运作完整性，并危及驾驶员隐私，导致潜在用户犹豫不决。未经授权的车辆存取和敏感资料外洩的风险直接削弱了远端资讯处理所承诺的效率提升，迫使企业在权衡这些安全风险与预期营运效益时，必须谨慎评估。

近期一项关于互联基础设施漏洞的产业调查结果进一步凸显了这一脆弱性。根据美国国家汽车货运协会 (NMFTA) 预测，到 2024 年，互联交通领域约 90% 的网路安全事件将透过网路诈骗或网路设备配置错误发起。如此之多的有效攻击途径表明，目前的数位生态系统存在重大的安全漏洞。因此，这种持续存在的威胁环境正在阻碍市场渗透，并导致相关人员推迟采用互联出行解决方案，以避免潜在的财务和声誉风险。

市场趋势

人工智慧驱动的电池健康监测和预测性维护技术的兴起，正在改变车载资讯服务产业的格局，将重点从被动数据采集转向主动寿命管理。先进的演算法能够分析电压波动、热应力和充电循环，从而在电池性能下降影响车辆运行之前预测其劣化，保护资产残值并确保运行可靠性。这项功能对于降低高使用率情境下与电池寿命相关的财务风险至关重要。根据2025年6月报导在《电动混合动力汽车技术》杂誌上题为「Geotab数据揭示电动车电池寿命长达20年」的文章，实际车载资讯服务数据分析发现，现代电动车电池的平均年劣化率仅为1.8%，远超先前的产业预测。

同时，随着商用车辆电气化进程超越试点阶段，智慧充电和车网互动（V2G）技术的应用变得至关重要。车载资讯系统不断发展，以管理双向能量流动，确保车辆拥有足够的电量完成日常行驶，同时在用电高峰期帮助稳定本地电网。这一趋势在重型商用车领域尤其明显，其高功率充电需求需要智慧负载平衡来防止基础设施过载。根据欧洲汽车製造商协会（ACEA）于2025年11月发布的《新商用车註册报告》，2025年前三个季度欧盟电动巴士註册量将达到6,444辆，年增49%，凸显了依赖电网的大型车队的快速扩张。

目录

第一章概述

第二章调查方法

第三章执行摘要

第四章：客户评价

第五章 全球电动车用通讯系统市场展望

• 市场规模及预测
  • 按金额
• 市占率及预测
  • 按技术（嵌入式、改造）
  • 依车辆类型（摩托车、乘用车、商用车）
  • 按应用领域（安全保障、娱乐、资讯导航、诊断、其他）
  • 按地区
  • 按公司（2025 年）
• 市场地图

第六章：北美电动车用通讯系统市场展望

• 市场规模及预测
• 市占率及预测
• 北美洲：国家分析
  • 我们
  • 加拿大
  • 墨西哥

第七章：欧洲电动车用通讯系统市场展望

• 市场规模及预测
• 市占率及预测
• 欧洲：国家分析
  • 德国
  • 法国
  • 英国
  • 义大利
  • 西班牙

8. 亚太地区电动车用通讯系统市场展望

• 市场规模及预测
• 市占率及预测
• 亚太地区：国家分析
  • 中国
  • 印度
  • 日本
  • 韩国
  • 澳洲

9. 中东和非洲电动车用通讯系统市场展望

• 市场规模及预测
• 市占率及预测
• 中东和非洲：国家分析
  • 沙乌地阿拉伯
  • 阿拉伯聯合大公国
  • 南非

第十章：南美洲电动车用通讯系统市场展望

• 市场规模及预测
• 市占率及预测
• 南美洲：国家分析
  • 巴西
  • 哥伦比亚
  • 阿根廷

第十一章 市场动态

• 司机
• 任务

第十二章 市场趋势与发展

• 併购
• 产品发布
• 最新进展

第十三章：全球电动车用通讯系统市场：SWOT分析

第十四章：波特五力分析

• 产业竞争
• 新进入者的可能性
• 供应商电力
• 顾客权力
• 替代品的威胁

第十五章 竞争格局

• TomTom International
• Robert Bosch GmbH
• Continental AG
• Trimble, Inc
• Geotab Inc
• CSS Electronics
• Intellicar
• Inventure Ltd
• Agero, Inc.
• Airbiquity Inc.

第十六章 策略建议

第十七章：关于研究公司及免责声明

The Global Electric Vehicle Telematics Market is projected to expand from USD 8.78 Billion in 2025 to USD 14.42 Billion by 2031, reflecting a compound annual growth rate of 8.62%. Defined as the convergence of telecommunications and informatics within electric vehicles, this technology facilitates the real-time transmission of critical data concerning battery health, charging status, range estimation, and driver behavior. The market's growth is primarily fueled by the operational need for fleet managers to optimize charging schedules to minimize downtime, alongside the increasing enforcement of government mandates requiring vehicle connectivity for safety and emissions monitoring. These structural necessities represent a foundational demand for data-driven mobility solutions, distinct from temporary market fluctuations.

One major obstacle potentially hindering market progress is the escalated risk of cybersecurity threats and data privacy breaches as vehicle infrastructure becomes increasingly connected. The substantial volume of sensitive information exchanged between vehicles and the power grid introduces vulnerabilities that necessitate rigorous security protocols to uphold consumer confidence. According to the International Energy Agency, global electric car sales reached an estimated 17 million units in 2024. This swift expansion of the connected vehicle install base emphasizes the critical requirement for secure and standardized telematics systems to sustain the growing global fleet.

Market Driver

The rising global adoption of electric passenger and commercial fleets serves as a primary catalyst for the telematics sector, generating an urgent need for connectivity to manage energy consumption effectively. As the concentration of electric vehicles grows, operators increasingly depend on real-time data to balance charging loads and oversee battery performance across scattered assets, a structural shift supported by sustained volume growth in key markets. According to the Cox Automotive 'Electric Vehicle Sales Mark Another Record in Q3' report from October 2024, electric vehicle sales in the United States rose by 11% year-over-year, reaching a record 346,309 units. This expansion underscores the necessity for robust telematics infrastructure to support the data ecosystems essential to modern electric mobility.

Concurrently, the increasing demand for operational efficiency and cost reduction within logistics propels the integration of fleet management software. Commercial operators leverage telematics to confirm the economic viability of electrification and to refine route planning for vehicles with battery constraints. As per the Geotab 'Taking Charge: On the Road to the EV Future' report from April 2024, an analysis of real-world driving patterns indicated that 75% of light-duty fleet vehicles could currently be replaced by electric alternatives while still satisfying daily range needs. This transition is actively progressing in Europe, where the European Automobile Manufacturers' Association reported in 2024 that registrations of electrically chargeable vans in the European Union increased by 4.2% during the first quarter, highlighting the growing commercial appetite for connected electric transport.

Market Challenge

The escalated risk of cybersecurity threats and data privacy breaches constitutes a significant barrier to the growth of the Global Electric Vehicle Telematics Market. As electric vehicles depend increasingly on continuous connectivity for battery management, range estimation, and grid integration, they become attractive targets for malicious actors aiming to exploit software vulnerabilities. This exposure endangers the operational integrity of fleet management systems and jeopardizes driver privacy, causing considerable hesitation among potential users. The potential for unauthorized vehicle access or the exfiltration of sensitive data directly undermines the efficiency gains promised by telematics, compelling organizations to carefully evaluate these security risks against the expected operational advantages.

Recent industry findings regarding the fragility of connected infrastructure further highlight this vulnerability. According to the National Motor Freight Traffic Association (NMFTA), approximately 90% of cyber incidents within the connected transportation sector in 2024 were executed through phishing schemes and misconfigured network devices. Such a high frequency of effective attack vectors reveals critical security gaps within the current digital ecosystem. Consequently, this persistent threat environment impedes market penetration, as stakeholders postpone the deployment of connected mobility solutions to circumvent potential financial and reputational liabilities.

Market Trends

The rise of AI-driven battery health monitoring and predictive maintenance is reshaping the telematics landscape by moving the focus from passive data collection to active lifespan management. Advanced algorithms now examine voltage variances, thermal stress, and charging cycles to forecast cell degradation before it affects fleet operations, thereby safeguarding the asset's residual value and ensuring operational reliability. This capability is vital for mitigating financial risks related to battery longevity in high-usage scenarios. According to the 'Geotab data shows EV batteries could last 20 years' article by Electric Hybrid Vehicle Technology in June 2025, an analysis of real-world telematics data showed that modern electric vehicle batteries experience an average annual degradation rate of only 1.8%, performing significantly better than previous industry estimates.

Simultaneously, the incorporation of smart charging and Vehicle-to-Grid (V2G) technology is becoming indispensable as commercial fleet electrification advances beyond pilot stages. Telematics systems are developing to manage bidirectional energy flows, enabling vehicles to help stabilize local power grids during peak demand while securing enough charge for daily routes. This trend is especially distinct in the heavy-duty sector, where high-power charging needs require intelligent load balancing to prevent infrastructure overload. According to the European Automobile Manufacturers' Association 'New commercial vehicle registrations' report from November 2025, registrations of electric buses in the European Union increased by 49% to reach 6,444 units in the first three quarters of 2025, emphasizing the rapid expansion of grid-dependent heavy fleets.

Key Market Players

• TomTom International
• Robert Bosch GmbH
• Continental AG
• Trimble, Inc
• Geotab Inc
• CSS Electronics
• Intellicar
• Inventure Ltd
• Agero, Inc.
• Airbiquity Inc.

Report Scope

In this report, the Global Electric Vehicle Telematics Market has been segmented into the following categories, in addition to the industry trends which have also been detailed below:

Electric Vehicle Telematics Market, By Technology

• Embedded
• Retrofitted

Electric Vehicle Telematics Market, By Vehicle Type

• Two Wheelers
• Passenger Vehicles
• Commercial Vehicles

Electric Vehicle Telematics Market, By Application

• Safety and Security
• Entertainment
• Information and Navigation
• Diagnostics
• Others

Electric Vehicle Telematics Market, By Region

• North America
  • United States
  • Canada
  • Mexico
• Europe
  • France
  • United Kingdom
  • Italy
  • Germany
  • Spain
• Asia Pacific
  • China
  • India
  • Japan
  • Australia
  • South Korea
• South America
  • Brazil
  • Argentina
  • Colombia
• Middle East & Africa
  • South Africa
  • Saudi Arabia
  • UAE

Competitive Landscape

Company Profiles: Detailed analysis of the major companies present in the Global Electric Vehicle Telematics Market.

Available Customizations:

Global Electric Vehicle Telematics Market report with the given market data, TechSci Research offers customizations according to a company's specific needs. The following customization options are available for the report:

Company Information

• Detailed analysis and profiling of additional market players (up to five).

Table of Contents

1. Product Overview

• 1.1. Market Definition
• 1.2. Scope of the Market
  • 1.2.1. Markets Covered
  • 1.2.2. Years Considered for Study
  • 1.2.3. Key Market Segmentations

2. Research Methodology

• 2.1. Objective of the Study
• 2.2. Baseline Methodology
• 2.3. Key Industry Partners
• 2.4. Major Association and Secondary Sources
• 2.5. Forecasting Methodology
• 2.6. Data Triangulation & Validation
• 2.7. Assumptions and Limitations

3. Executive Summary

• 3.1. Overview of the Market
• 3.2. Overview of Key Market Segmentations
• 3.3. Overview of Key Market Players
• 3.4. Overview of Key Regions/Countries
• 3.5. Overview of Market Drivers, Challenges, Trends

4. Voice of Customer

5. Global Electric Vehicle Telematics Market Outlook

• 5.1. Market Size & Forecast
  • 5.1.1. By Value
• 5.2. Market Share & Forecast
  • 5.2.1. By Technology (Embedded, Retrofitted)
  • 5.2.2. By Vehicle Type (Two Wheelers, Passenger Vehicles, Commercial Vehicles)
  • 5.2.3. By Application (Safety and Security, Entertainment, Information and Navigation, Diagnostics, Others)
  • 5.2.4. By Region
  • 5.2.5. By Company (2025)
• 5.3. Market Map

6. North America Electric Vehicle Telematics Market Outlook

• 6.1. Market Size & Forecast
  • 6.1.1. By Value
• 6.2. Market Share & Forecast
  • 6.2.1. By Technology
  • 6.2.2. By Vehicle Type
  • 6.2.3. By Application
  • 6.2.4. By Country
• 6.3. North America: Country Analysis
  • 6.3.1. United States Electric Vehicle Telematics Market Outlook
    • 6.3.1.1. Market Size & Forecast
      • 6.3.1.1.1. By Value
    • 6.3.1.2. Market Share & Forecast
      • 6.3.1.2.1. By Technology
      • 6.3.1.2.2. By Vehicle Type
      • 6.3.1.2.3. By Application
  • 6.3.2. Canada Electric Vehicle Telematics Market Outlook
    • 6.3.2.1. Market Size & Forecast
      • 6.3.2.1.1. By Value
    • 6.3.2.2. Market Share & Forecast
      • 6.3.2.2.1. By Technology
      • 6.3.2.2.2. By Vehicle Type
      • 6.3.2.2.3. By Application
  • 6.3.3. Mexico Electric Vehicle Telematics Market Outlook
    • 6.3.3.1. Market Size & Forecast
      • 6.3.3.1.1. By Value
    • 6.3.3.2. Market Share & Forecast
      • 6.3.3.2.1. By Technology
      • 6.3.3.2.2. By Vehicle Type
      • 6.3.3.2.3. By Application

7. Europe Electric Vehicle Telematics Market Outlook

• 7.1. Market Size & Forecast
  • 7.1.1. By Value
• 7.2. Market Share & Forecast
  • 7.2.1. By Technology
  • 7.2.2. By Vehicle Type
  • 7.2.3. By Application
  • 7.2.4. By Country
• 7.3. Europe: Country Analysis
  • 7.3.1. Germany Electric Vehicle Telematics Market Outlook
    • 7.3.1.1. Market Size & Forecast
      • 7.3.1.1.1. By Value
    • 7.3.1.2. Market Share & Forecast
      • 7.3.1.2.1. By Technology
      • 7.3.1.2.2. By Vehicle Type
      • 7.3.1.2.3. By Application
  • 7.3.2. France Electric Vehicle Telematics Market Outlook
    • 7.3.2.1. Market Size & Forecast
      • 7.3.2.1.1. By Value
    • 7.3.2.2. Market Share & Forecast
      • 7.3.2.2.1. By Technology
      • 7.3.2.2.2. By Vehicle Type
      • 7.3.2.2.3. By Application
  • 7.3.3. United Kingdom Electric Vehicle Telematics Market Outlook
    • 7.3.3.1. Market Size & Forecast
      • 7.3.3.1.1. By Value
    • 7.3.3.2. Market Share & Forecast
      • 7.3.3.2.1. By Technology
      • 7.3.3.2.2. By Vehicle Type
      • 7.3.3.2.3. By Application
  • 7.3.4. Italy Electric Vehicle Telematics Market Outlook
    • 7.3.4.1. Market Size & Forecast
      • 7.3.4.1.1. By Value
    • 7.3.4.2. Market Share & Forecast
      • 7.3.4.2.1. By Technology
      • 7.3.4.2.2. By Vehicle Type
      • 7.3.4.2.3. By Application
  • 7.3.5. Spain Electric Vehicle Telematics Market Outlook
    • 7.3.5.1. Market Size & Forecast
      • 7.3.5.1.1. By Value
    • 7.3.5.2. Market Share & Forecast
      • 7.3.5.2.1. By Technology
      • 7.3.5.2.2. By Vehicle Type
      • 7.3.5.2.3. By Application

8. Asia Pacific Electric Vehicle Telematics Market Outlook

• 8.1. Market Size & Forecast
  • 8.1.1. By Value
• 8.2. Market Share & Forecast
  • 8.2.1. By Technology
  • 8.2.2. By Vehicle Type
  • 8.2.3. By Application
  • 8.2.4. By Country
• 8.3. Asia Pacific: Country Analysis
  • 8.3.1. China Electric Vehicle Telematics Market Outlook
    • 8.3.1.1. Market Size & Forecast
      • 8.3.1.1.1. By Value
    • 8.3.1.2. Market Share & Forecast
      • 8.3.1.2.1. By Technology
      • 8.3.1.2.2. By Vehicle Type
      • 8.3.1.2.3. By Application
  • 8.3.2. India Electric Vehicle Telematics Market Outlook
    • 8.3.2.1. Market Size & Forecast
      • 8.3.2.1.1. By Value
    • 8.3.2.2. Market Share & Forecast
      • 8.3.2.2.1. By Technology
      • 8.3.2.2.2. By Vehicle Type
      • 8.3.2.2.3. By Application
  • 8.3.3. Japan Electric Vehicle Telematics Market Outlook
    • 8.3.3.1. Market Size & Forecast
      • 8.3.3.1.1. By Value
    • 8.3.3.2. Market Share & Forecast
      • 8.3.3.2.1. By Technology
      • 8.3.3.2.2. By Vehicle Type
      • 8.3.3.2.3. By Application
  • 8.3.4. South Korea Electric Vehicle Telematics Market Outlook
    • 8.3.4.1. Market Size & Forecast
      • 8.3.4.1.1. By Value
    • 8.3.4.2. Market Share & Forecast
      • 8.3.4.2.1. By Technology
      • 8.3.4.2.2. By Vehicle Type
      • 8.3.4.2.3. By Application
  • 8.3.5. Australia Electric Vehicle Telematics Market Outlook
    • 8.3.5.1. Market Size & Forecast
      • 8.3.5.1.1. By Value
    • 8.3.5.2. Market Share & Forecast
      • 8.3.5.2.1. By Technology
      • 8.3.5.2.2. By Vehicle Type
      • 8.3.5.2.3. By Application

9. Middle East & Africa Electric Vehicle Telematics Market Outlook

• 9.1. Market Size & Forecast
  • 9.1.1. By Value
• 9.2. Market Share & Forecast
  • 9.2.1. By Technology
  • 9.2.2. By Vehicle Type
  • 9.2.3. By Application
  • 9.2.4. By Country
• 9.3. Middle East & Africa: Country Analysis
  • 9.3.1. Saudi Arabia Electric Vehicle Telematics Market Outlook
    • 9.3.1.1. Market Size & Forecast
      • 9.3.1.1.1. By Value
    • 9.3.1.2. Market Share & Forecast
      • 9.3.1.2.1. By Technology
      • 9.3.1.2.2. By Vehicle Type
      • 9.3.1.2.3. By Application
  • 9.3.2. UAE Electric Vehicle Telematics Market Outlook
    • 9.3.2.1. Market Size & Forecast
      • 9.3.2.1.1. By Value
    • 9.3.2.2. Market Share & Forecast
      • 9.3.2.2.1. By Technology
      • 9.3.2.2.2. By Vehicle Type
      • 9.3.2.2.3. By Application
  • 9.3.3. South Africa Electric Vehicle Telematics Market Outlook
    • 9.3.3.1. Market Size & Forecast
      • 9.3.3.1.1. By Value
    • 9.3.3.2. Market Share & Forecast
      • 9.3.3.2.1. By Technology
      • 9.3.3.2.2. By Vehicle Type
      • 9.3.3.2.3. By Application

10. South America Electric Vehicle Telematics Market Outlook

• 10.1. Market Size & Forecast
  • 10.1.1. By Value
• 10.2. Market Share & Forecast
  • 10.2.1. By Technology
  • 10.2.2. By Vehicle Type
  • 10.2.3. By Application
  • 10.2.4. By Country
• 10.3. South America: Country Analysis
  • 10.3.1. Brazil Electric Vehicle Telematics Market Outlook
    • 10.3.1.1. Market Size & Forecast
      • 10.3.1.1.1. By Value
    • 10.3.1.2. Market Share & Forecast
      • 10.3.1.2.1. By Technology
      • 10.3.1.2.2. By Vehicle Type
      • 10.3.1.2.3. By Application
  • 10.3.2. Colombia Electric Vehicle Telematics Market Outlook
    • 10.3.2.1. Market Size & Forecast
      • 10.3.2.1.1. By Value
    • 10.3.2.2. Market Share & Forecast
      • 10.3.2.2.1. By Technology
      • 10.3.2.2.2. By Vehicle Type
      • 10.3.2.2.3. By Application
  • 10.3.3. Argentina Electric Vehicle Telematics Market Outlook
    • 10.3.3.1. Market Size & Forecast
      • 10.3.3.1.1. By Value
    • 10.3.3.2. Market Share & Forecast
      • 10.3.3.2.1. By Technology
      • 10.3.3.2.2. By Vehicle Type
      • 10.3.3.2.3. By Application

11. Market Dynamics

• 11.1. Drivers
• 11.2. Challenges

12. Market Trends & Developments

• 12.1. Merger & Acquisition (If Any)
• 12.2. Product Launches (If Any)
• 12.3. Recent Developments

13. Global Electric Vehicle Telematics Market: SWOT Analysis

14. Porter's Five Forces Analysis

• 14.1. Competition in the Industry
• 14.2. Potential of New Entrants
• 14.3. Power of Suppliers
• 14.4. Power of Customers
• 14.5. Threat of Substitute Products

15. Competitive Landscape

• 15.1. TomTom International
  • 15.1.1. Business Overview
  • 15.1.2. Products & Services
  • 15.1.3. Recent Developments
  • 15.1.4. Key Personnel
  • 15.1.5. SWOT Analysis
• 15.2. Robert Bosch GmbH
• 15.3. Continental AG
• 15.4. Trimble, Inc
• 15.5. Geotab Inc
• 15.6. CSS Electronics
• 15.7. Intellicar
• 15.8. Inventure Ltd
• 15.9. Agero, Inc.
• 15.10. Airbiquity Inc.

16. Strategic Recommendations

17. About Us & Disclaimer