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市场调查报告书
商品编码
1951274
乘用车远端资讯处理市场-全球产业规模、份额、趋势、机会与预测:按服务产品、形式类型、类型、地区和竞争格局划分,2021-2031年Passenger Vehicle Telematics Market - Global Industry Size, Share, Trends, Opportunity, and Forecast, Segmented By Service Offering, By Form Type, By Type, By Region & Competition, 2021-2031F |
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全球乘用车远端资讯处理市场预计将从 2025 年的 307.4 亿美元成长到 2031 年的 606.1 亿美元,复合年增长率为 11.98%。
该行业融合了资讯和通讯技术,实现了车辆与外部网路之间的双向资料传输。推动这一增长的关键因素包括政府严格的安全法规以及消费者对远距离诊断和基于使用量的保险日益增长的需求。为了说明其规模,5G汽车协会报告称,到2024年,全球将有超过3亿辆汽车连接到蜂窝网路。
| 市场概览 | |
|---|---|
| 预测期 | 2027-2031 |
| 市场规模:2025年 | 307.4亿美元 |
| 市场规模:2031年 | 606.1亿美元 |
| 复合年增长率:2026-2031年 | 11.98% |
| 成长最快的细分市场 | 自动碰撞通知 |
| 最大的市场 | 北美洲 |
儘管取得了这些进展,但该行业仍面临着与网路安全漏洞和资料隐私相关的重大挑战。联网汽车产生的大量敏感资讯极易招致网路攻击,也令潜在用户心存疑虑。因此,製造商不得不投入大量资源开发安全架构,而这可能会阻碍连网汽车的广泛普及。
高速 5G 和物联网连接的扩展是现代车载资讯服务环境的根本驱动力,它将车辆转变为软体定义实体。这项基础设施对于支援低延迟、高频宽应用至关重要,例如空中下载 (OTA) 更新和车联网 (V2X) 通讯。根据爱立信 2025 年 6 月发布的《移动出行报告》,全球 5G 用户数量将在 2025 年第一季超过 24 亿,从而为大规模互联出行提供必要的规模。这种连结性的增强正在提升关键技术供应商的财务表现。例如,高通公司 2025 财年第三季财报显示,其汽车业务收入年增 21%,达到创纪录的 9.84 亿美元,这主要得益于其骁龙数位底盘技术的日益普及。
同时,电动车远端资讯处理技术的兴起正在改变市场格局,因为电池驱动系统需要内燃机汽车所没有的独特监控功能。对于电动车而言,远端资讯处理技术对于优化续航里程预测、管理电池状态以及定位充电站至关重要,从而有效缓解里程焦虑。该领域正随着整体电气化趋势而蓬勃发展。根据欧洲汽车製造商协会 (ACEA) 2025 年 11 月发布的《新车註册报告》,2025 年 10 月欧盟电池式电动车(BEV) 註册量较去年同期成长 38.6%。随着产能扩张以满足市场需求,整合专用能源管理远端资讯处理系统正成为市场参与企业的必备条件。
全球乘用车远端资讯处理市场的主要障碍是网路安全漏洞和日益增长的资料隐私疑虑。随着车辆越来越依赖双向资料通讯,它们也越来越容易受到未经授权的拦截和恶意骇客攻击。这些漏洞威胁到包括驾驶记录和即时位置资讯在内的敏感用户数据,引发了消费者的严重担忧。资料窃取和监视的可能性削弱了人们对连网服务的信任,直接阻碍了基于使用量的保险模式和进阶远端资讯处理功能的普及。
此外,不断扩展的网路安全营运成本给汽车行业带来了沉重的财务压力。为了保持严格的合规性并建立安全的软体架构,製造商不得不投入大量资金,从而减缓了新技术的普及应用。新车快速涌入市场,扩大了潜在的攻击面,加剧了这个挑战。欧洲汽车製造商协会 (ACEA) 报告称,到 2024 年,欧盟将新增约 1,060 万辆乘用车。如此庞大的数位化车辆需要昂贵且复杂的防御系统,这将推高生产成本,并限制市场的成长。
产业的关键结构性演变是迅速从售后市场 OBD-II 设备转向 OEM 嵌入式车载资讯系统。这种转变需要与车辆控制单元深度整合。这种整合功能能够实现防篡改资料记录和远距离诊断等特性,而这些特性是售后市场适配器无法可靠提供的。汽车製造商正在对嵌入式连接进行标准化,以确保与未来的软体环境相容,并保持对使用者体验的控制,从而最大限度地减少对第三方硬体的依赖。为了支持这一趋势,Motorq 在其 2025 年 10 月举行的「Fleet Forward 2025」大会上宣布,目前销售的新车中有 96% 将配备工厂出货时装载的调製解调器,从而无需为基本连接购买大量售后市场硬体。
同时,汽车製造商正积极将远端资讯处理资料货币化,从一次性硬体交易转向週期性的软体即服务 (SaaS) 收入模式。利用嵌入式系统提供的详细数据,原始设备製造商 (OEM) 推出了分级订阅计划,为车主和车队管理人员提供关于物流、驾驶行为和车辆健康状况的即时分析。这种方法将车辆转变为数位平台,使製造商不仅能在销售点,而且能在整个资产生命週期中获得高收入。例如,根据福特汽车公司发布的“2025 年第二季度财务业绩”,其 Ford Pro Intelligence 平台的付费订阅用户同比增长 24%,达到 75.7 万,这充分证明了这一数字生态系统的商业性成功。
The Global Passenger Vehicle Telematics Market is projected to expand from USD 30.74 Billion in 2025 to USD 60.61 Billion by 2031, registering a CAGR of 11.98%. This sector involves merging informatics with telecommunications to facilitate two-way data transmission between automobiles and external networks. Key factors propelling this growth include strict government safety mandates and an increasing consumer demand for remote diagnostics and usage-based insurance. Highlighting this scale, the 5G Automotive Association reported that the number of cellular-connected vehicles globally exceeded 300 million in 2024.
| Market Overview | |
|---|---|
| Forecast Period | 2027-2031 |
| Market Size 2025 | USD 30.74 Billion |
| Market Size 2031 | USD 60.61 Billion |
| CAGR 2026-2031 | 11.98% |
| Fastest Growing Segment | Automatic Crash Notification |
| Largest Market | North America |
Despite this progress, the industry confronts significant obstacles related to cybersecurity vulnerabilities and data privacy. The vast quantities of sensitive information produced by connected cars attract cyberattacks, causing hesitation among potential users. Consequently, manufacturers are compelled to allocate substantial resources toward developing secure architectures, a necessity that can slow down widespread adoption.
Market Driver
The expansion of high-speed 5G and IoT connectivity acts as a fundamental catalyst for the contemporary telematics landscape, converting vehicles into software-defined entities. This infrastructure is essential for supporting low-latency, high-bandwidth applications such as Over-the-Air (OTA) updates and Vehicle-to-Everything (V2X) communication. Ericsson's June 2025 'Mobility Report' indicates that global 5G subscriptions topped 2.4 billion in the first quarter of 2025, offering the necessary magnitude for mass connected mobility. This connectivity boosts the financial performance of major tech suppliers; for example, Qualcomm's 'Fiscal 2025 Third Quarter Results' showed a 21% year-over-year rise in automotive revenue to a record $984 million, fueled by Snapdragon Digital Chassis adoption.
Concurrently, the rise of electric vehicle telematics is altering the market landscape, as battery-operated systems require distinct monitoring capabilities absent in internal combustion engines. Telematics are essential for EVs to optimize range predictions, manage battery health, and identify charging stations, effectively reducing range anxiety. This sector grows alongside the general trend toward electrification. According to the European Automobile Manufacturers' Association's 'New Car Registrations' update in November 2025, battery-electric vehicle registrations in the EU jumped by 38.6% in October 2025 year-over-year. As production scales to meet this demand, embedding specialized energy management telematics is becoming a prerequisite for market participation.
Market Challenge
The primary obstacle hindering the Global Passenger Vehicle Telematics Market is the rising concern over cybersecurity flaws and data privacy. As automobiles increasingly depend on two-way data exchange, they become vulnerable to unauthorized information interception and malicious hacking. This vulnerability threatens sensitive user data, including driving history and real-time location, causing significant consumer apprehension. The potential for data theft and surveillance erodes trust in connected services, which directly retards the uptake of usage-based insurance models and advanced telematics capabilities.
Additionally, the operational cost of securing this growing network imposes a financial strain on the industry. To maintain strict compliance and build secure software architectures, manufacturers must divert substantial capital, delaying the introduction of new innovations. This difficulty is compounded by the rapid entry of new vehicles into the ecosystem, expanding the potential attack surface. In 2024, the European Automobile Manufacturers' Association reported approximately 10.6 million new passenger car registrations in the European Union. This vast volume of digitally enabled inventory demands expensive and complex defense systems, raising production costs and curbing the market's financial growth.
Market Trends
A major structural evolution in the industry is the rapid move from aftermarket OBD-II devices toward OEM-embedded telematics systems. This shift is necessitated by the requirement for deeper integration with vehicle control units-capabilities that aftermarket dongles cannot reliably provide-to enable features like immutable data logging and remote diagnostics. Automakers are standardizing built-in connectivity to ensure compatibility with future software environments and to retain control over user experiences, thereby minimizing dependence on third-party hardware. Highlighting this trend, Motorq stated during the 'Fleet Forward 2025' conference in October 2025 that 96% of new vehicles sold now include factory-installed modems, making aftermarket hardware largely redundant for basic connectivity.
At the same time, automakers are actively seeking to monetize telematics data by shifting from one-off hardware transactions to recurring software-as-a-service (SaaS) revenue streams. By utilizing detailed data from embedded systems, OEMs are introducing tiered subscription plans that provide individual owners and fleet managers with real-time analytics on logistics, driver behavior, and vehicle health. This approach converts the vehicle into a digital platform, enabling manufacturers to accrue high-margin revenue over the asset's life rather than just at the point of sale. For instance, Ford Motor Company's 'Second Quarter 2025 Financial Results' reported that paid subscriptions to the Ford Pro Intelligence platform increased by 24% year-over-year to 757,000 users, demonstrating the commercial success of these digital ecosystems.
Report Scope
In this report, the Global Passenger Vehicle Telematics Market has been segmented into the following categories, in addition to the industry trends which have also been detailed below:
Company Profiles: Detailed analysis of the major companies present in the Global Passenger Vehicle Telematics Market.
Global Passenger 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: