The Automotive Connectivity SoC, NAD and TCU Markets - 1st Edition

Table of Contents

Table of Contents

List of Figures

Executive Summary

1. The Passenger Car and Commercial Vehicle Market

• 1.1. Passenger car and commercial vehicle market data
  • 1.1.1. Vehicles in use by region
  • 1.1.2. New vehicle registration trends
• 1.2. The automotive OEM telematics market
  • 1.2.1. Passenger car telematics services
  • 1.2.2. Commercial vehicle telematics services
• 1.3. Telematics control units (TCUs)
  • 1.3.1. Hardware components
  • 1.3.2. Software and firmware layers
• 1.4. Network technologies
  • 1.4.1. Cellular technologies
  • 1.4.2. Vehicle-to-Everything (V2X) communications
  • 1.4.3. Global navigation satellite systems (GNSS)

2. Market Forecasts and Trends

• 2.1. Market forecasts
  • 2.1.1. TCU shipments and revenues by region
  • 2.1.2. TCU shipments by network technology
• 2.2. Market analysis and vendor market shares
  • 2.2.1. TCU vendor market shares
  • 2.2.2. NAD module vendor market shares
  • 2.2.3. SoC vendor market shares
• 2.3. Market trends
  • 2.3.1. 5G RedCap for TCUs on the horizon
  • 2.3.2. TCU and infotainment integration gains traction in China
  • 2.3.3. TCUs with integrated antennas gain traction
  • 2.3.4. Zonal and software-defined architectures reshape TCU design strategies
  • 2.3.5. Increasingly complex ADAS features drive the importance of safety for TCUs
  • 2.3.6. Satellite connectivity offers new opportunities
  • 2.3.7. New Car Assessment Programmes drive demand for V2X
  • 2.3.8. The regulatory environment has driven the adoption of OEM telematics

3. Company Profiles and Strategies

• 3.1. TCU vendors
  • 3.1.1. Actia
  • 3.1.2. Aumovio (Continental)
  • 3.1.3. Bosch
  • 3.1.4. Denso
  • 3.1.5. Desay SV Automotive
  • 3.1.6. Gosuncn WeLink
  • 3.1.7. Harman
  • 3.1.8. Hyundai Mobis
  • 3.1.9. Lear
  • 3.1.10. LG Electronics
  • 3.1.11. Lan-You Technology
  • 3.1.12. Marelli
  • 3.1.13. Neusoft Corporation
  • 3.1.14. Valeo
  • 3.1.15. Additional TCU vendors
• 3.2. NAD module Vendors
  • 3.2.1. Cavli Wireless
  • 3.2.2. Fibocom
  • 3.2.3. Kontron
  • 3.2.4. MeiG Smart Technology
  • 3.2.5. Quectel
  • 3.2.6. Rolling Wireless
  • 3.2.7. Sunsea AIoT (SIMCom & Longsung)
  • 3.2.8. Additional NAD module vendors
• 3.3. SoC vendors
  • 3.3.1. ASR Microelectronics
  • 3.3.2. MediaTek
  • 3.3.3. Qualcomm
  • 3.3.4. Samsung Electronics
  • 3.3.5. UNISOC
• List of Acronyms and Abbreviations

List of Figures

• Figure 1.1: Vehicle parc by region (2017-2023)
• Figure 1.2: Top 10 countries by vehicle registrations (2024)
• Figure 1.3: New vehicle registration data (World 2017-2024)
• Figure 1.4: Passenger car registrations by manufacturer (EU27+EFTA+UK 2024)
• Figure 1.5: Passenger car registrations by manufacturer (North America 2024)
• Figure 1.6: Passenger car registrations by manufacturer (China 2024)
• Figure 1.7: Car OEM telematics availability in Europe (2025)
• Figure 1.8: Car OEM telematics availability in North America (2025)
• Figure 1.9: Car OEM telematics availability in Asia-Pacific (2025)
• Figure 1.10: Car OEM telematics availability in Latin America (2025)
• Figure 1.11: Car OEM telematics availability in the Middle East and Africa (2025)
• Figure 1.12: Examples of TCUs
• Figure 1.13: Examples of NAD modules
• Figure 1.14: Cost comparison for NAD modules (2025)
• Figure 2.1: TCU shipments by region (World 2023-2029)
• Figure 2.2: TCU revenues by region (World 2023-2029)
• Figure 2.3: TCU shipments by network technology (World 2023-2029)
• Figure 2.4: Overview of the TCU supplier ecosystem
• Figure 2.5: TCU vendor market shares (World 2024)
• Figure 2.6: NAD module vendor market shares (World 2024)
• Figure 2.7: SoC vendor market shares (World 2024)
• Figure 2.8: Comparison of different automotive antenna concepts
• Figure 2.9: Cellular antennas in Tesla's Model 3 and Model Y
• Figure 3.1: Actia ACU6-Pro Automotive TCU
• Figure 3.2: Aumovio telematics control unit
• Figure 3.3: Example of a Bosch TCU with integrated antennas
• Figure 3.4: The Harman Ready Connect TCU
• Figure 3.5: LG Electronics TCU technical roadmap
• Figure 3.6: Valeo 5G Premium TCU
• Figure 3.7: MeiG's smart cockpit module roadmap
• Figure 3.8: Overview of MediaTek's Dimensity Auto platform
• Figure 3.9: Qualcomm's Snapdragon Auto Connectivity products (Q4-2025)
• Figure 3.10: QCT revenues by segment (2022-2024)
• Figure 3.11: Samsung's automotive chip solutions
• Figure 3.12: UNISOC's cellular automotive chipsets (Q3-2025)