The Global Automotive OEM Telematics Market - 11th Edition

Table of Contents

Table of Contents

List of Figures

Executive Summary

1 The Global Passenger Car Market

• 1.1 Introduction
  • 1.1.1 Passenger cars in use by region
  • 1.1.2 New passenger car registration trends
• 1.2 Car manufacturers
  • 1.2.1 Passenger car registrations in Europe by manufacturer
  • 1.2.2 Passenger car registrations in North America by manufacturer
  • 1.2.3 Passenger car registrations in China by manufacturer
  • 1.2.4 Passenger car registrations in Japan by manufacturer
  • 1.2.5 Passenger car and light vehicle registrations in South Korea by manufacturer
• 1.3 Overview of car OEM telematics services
  • 1.3.1 OEM connected car services in Europe
  • 1.3.2 OEM connected car services in North America
  • 1.3.3 OEM connected car services in Asia-Pacific
  • 1.3.4 OEM connected car services in Latin America
  • 1.3.5 OEM connected car services in the Middle East and Africa
  • 1.3.6 Business models
• 1.4 Regulatory compliance
  • 1.4.1 Vehicle security, safety and emergency call regulations
  • 1.4.2 Data governance and cybersecurity
• 1.5 Market trends
  • 1.5.1 Hybrid Battery electric and plug-in hybrid electric vehicles
  • 1.5.2 The software-defined vehicle
  • 1.5.3 ADAS and autonomous driving technologies
  • 1.5.4 Vehicle-to-Everything (V2X) communications
  • 1.5.5 Carsharing and personal transportation as a service

2 Connected Car Solutions

• 2.1 Car telematics infrastructure
  • 2.1.1 Vehicle segment
  • 2.1.2 Tracking segment
  • 2.1.3 Network segment
  • 2.1.4 Service segment
• 2.2 Connected car services
  • 2.2.1 eCall and roadside assistance
  • 2.2.2 Stolen vehicle tracking
  • 2.2.3 Motor insurance telematics
  • 2.2.4 Vehicle diagnostics and maintenance
  • 2.2.5 Over-the-air updates
  • 2.2.6 Leasing and rental fleet management
  • 2.2.7 Remote control and convenience services
  • 2.2.8 Connected navigation and infotainment
  • 2.2.9 Connected in-vehicle payments
  • 2.2.10 Wi-Fi hotspots
  • 2.2.11 Connected and AI-powered in-car personal assistants
• 2.3 Connectivity options
  • 2.3.1 Embedded connectivity solutions
  • 2.3.2 Integrated smartphone solutions
  • 2.3.3 Tethered devices

3 OEM Telematics Offerings

• 3.1 BMW Group
  • 3.1.1 Overview of BMW passenger car models
  • 3.1.2 Overview of BMW ConnectedDrive services
  • 3.1.3 BMW and MINI CarData
  • 3.1.4 MINI connected car services
• 3.2 BYD Auto
  • 3.2.1 Overview of BYD passenger car models
  • 3.2.2 BYD connected car services
• 3.3 Changan Motors
  • 3.3.1 Overview of Changan Motors passenger car models
  • 3.3.2 Overview of Changan Motors connected car services
• 3.4 Chery Group
  • 3.4.1 Overview of Chery passenger car models
  • 3.4.2 Chery connected car service offerings
• 3.5 Ford Motor Company
  • 3.5.1 Overview of Ford passenger car models
  • 3.5.2 FordPass Connect and Lincoln connected car services
  • 3.5.3 Ford Pro commercial offerings
• 3.6 Geely
  • 3.6.1 Overview of Geely passenger car models
  • 3.6.2 Geely connected car services
• 3.7 General Motors
  • 3.7.1 Overview of the main GM passenger car brands
  • 3.7.2 GM OnStar Connected Vehicle services
• 3.8 Great Wall Motors
  • 3.8.1 Overview of Great Wall Motors passenger car models
  • 3.8.2 GWM connected car platforms and services
• 3.9 Honda Motor Company
  • 3.9.1 Overview of Honda and Acura passenger car models
  • 3.9.2 Overview of Honda and Acura connected car services
• 3.10 Hyundai Motor Group
  • 3.10.1 Overview of Hyundai and Kia passenger car models
  • 3.10.2 Overview of Hyundai Motor Group’s connected car platforms
  • 3.10.3 Hyundai BlueLink services
  • 3.10.4 Kia Connect Services
• 3.11 Jaguar Land Rover
  • 3.11.1 Overview of Jaguar Land Rover passenger car models
  • 3.11.2 Jaguar Land Rover connected car services
• 3.12 Leapmotor
  • 3.12.1 Overview of Leapmotor passenger car models
  • 3.12.2 Leapmotor connected car service offerings
• 3.13 Li Auto
  • 3.13.1 Overview of Li Auto passenger car models
  • 3.13.2 Li Auto connected car service offerings
• 3.14 Mazda Motor Corporation
  • 3.14.1 Overview of Mazda passenger car models
  • 3.14.2 Mazda Connected Services
• 3.15 Mercedes-Benz Group
  • 3.15.1 Overview of Mercedes-Benz passenger car models
  • 3.15.2 Mercedes Me connect services
• 3.16 NIO
  • 3.16.1 Overview of NIO passenger car models
  • 3.16.2 NIO connected car service offerings
• 3.17 Nissan Motor Company
  • 3.17.1 Overview of Nissan and Infiniti passenger car models
  • 3.17.2 NissanConnect Services
• 3.18 Renault Group
  • 3.18.1 Overview of Renault and Dacia passenger car models
  • 3.18.2 Renault connected car services
• 3.19 SAIC Motor
  • 3.19.1 Overview of SAIC Motor passenger car models
  • 3.19.2 Overview of SAIC connected car services
• 3.20 Stellantis
  • 3.20.1 Overview of Stellantis passenger car models
  • 3.20.2 Overview of Stellantis’ technology platforms
  • 3.20.3 Chrysler, Jeep, Dodge, Ram and Fiat connected car services
  • 3.20.4 Peugeot, Citroen, DS, Vauxhall and Opel connected car services
  • 3.20.5 Mobilisights Connect
• 3.21 Subaru
  • 3.21.1 Overview of Subaru passenger car models
  • 3.21.2 Overview of Subaru connected services offerings
• 3.22 Tesla
  • 3.22.1 Overview of Tesla passenger car models
  • 3.22.2 Tesla connected car services
• 3.23 Toyota Motor Corporation
  • 3.23.1 Overview of Toyota and Lexus passenger car models
  • 3.23.2 Overview of Toyota and Lexus connected car services
  • 3.23.3 The T-Connect and G-LINK connected car services for the Japanese market ..
  • 3.23.5 Toyota and Lexus connected car services in the Middle East
  • 3.23.6 Toyota connected car services in Australia
  • 3.23.7 Toyota and Lexus connected car services in Europe
• 3.24 Volkswagen Group
  • 3.24.1 Overview of Volkswagen Group passenger car brands and models
  • 3.24.2 Overview of Volkswagen Group connected car platforms and strategies
  • 3.24.3 Volkswagen connected car services
  • 3.24.4 Audi connected car services
  • 3.24.5 Porsche connected car services
  • 3.24.6 Škoda connected car services
• 3.25 Volvo Cars
  • 3.25.1 Overview of Volvo passenger car models
  • 3.25.2 Volvo connected car services

4 Connected Car Ecosystem Players

• 4.1 Connected vehicle platform and service providers
  • 4.1.1 Beijing Yesway Information Technology
  • 4.1.2 Bosch
  • 4.1.3 Cerence AI
  • 4.1.4 Forvia
  • 4.1.5 Harman International
  • 4.1.6 HERE Technologies
  • 4.1.7 Mapbox
  • 4.1.8 PATEO
  • 4.1.9 Sibros
  • 4.1.10 SiriusXM Connect
  • 4.1.11 Sonatus
  • 4.1.12 TomTom
  • 4.1.13 Valtech Mobility
  • 4.1.14 WirelessCar
• 4.2 Data-as-a-Service marketplaces and developer platforms
  • 4.2.1 Caruso
  • 4.2.2 High Mobility
  • 4.2.3 LexisNexis Risk Solutions
  • 4.2.4 Motorq
  • 4.2.5 Smartcar
• 4.3 Mobile operators
  • 4.3.1 America Movil
  • 4.3.2 AT&T
  • 4.3.3 China Mobile
  • 4.3.4 China Unicom
  • 4.3.5 Deutsche Telekom
  • 4.3.6 KDDI
  • 4.3.7 Orange
  • 4.3.8 Singtel
  • 4.3.9 Tele2
  • 4.3.10 Telefonica
  • 4.3.11 Telenor
  • 4.3.12 Verizon
  • 4.3.13 Vodafone
• 4.4 IoT managed service providers
  • 4.4.1 Airnity
  • 4.4.2 Cubic3
  • 4.4.3 Lenovo Connect
  • 4.4.4 NTT
  • 4.4.5 Tata Communications
• 4.5 Connectivity management platform providers
  • 4.5.1 Aeris
  • 4.5.2 Airlinq
  • 4.5.3 Cisco
  • 4.5.4 Lolo Company

5 Market Forecasts and Trends

• 5.1 Market forecasts
  • 5.1.1 Car sales forecast
  • 5.1.2 Connected car forecast
  • 5.1.3 The connected car market in the EU27+EFTA+UK and Eastern Europe
  • 5.1.4 The connected car market in North America
  • 5.1.5 The connected car market in Latin America
  • 5.1.6 The connected car market in China
  • 5.1.7 The connected car market in rest of Asia-Pacific
  • 5.1.8 The connected car market in the Middle East and Africa
  • 5.1.9 Analysis of connected car services by OEM
  • 5.1.10 Connected car hardware and service revenue forecast
  • 5.1.11 Embedded TCU shipments by technology
  • 5.1.12 Connected car data consumption analysis
• 5.2 Value chain analysis
  • 5.2.1 TCU, NAD and SoC suppliers
  • 5.2.2 Connected vehicle platform and service providers
  • 5.2.3 Car manufacturers
  • 5.2.4 Automotive connectivity providers
  • 5.2.5 Cloud, application and content suppliers
• 5.3 Market trends
  • 5.3.1 Connectivity as an enabler for the software-defined vehicle
  • 5.3.2 Over-the-air (OTA) updates are now mainstream in new connected vehicles
  • 5.3.3 Localisation becomes more important for connected vehicle services
  • 5.3.4 SGP.32 enables scalable automotive connectivity management for OEMs
  • 5.3.5 5G RedCap creates a lower-cost migration path from 4G to 5G
  • 5.3.6 Satellite connectivity emerges as a coverage extension for connected vehicles
  • 5.3.7 Mass market safety services driven by regional mandates
  • 5.3.8 OEM SVT services compete with aftermarket services in many countries
  • 5.3.9 Connected navigation faces competition from free smartphone apps
  • 5.3.10 Gen AI-powered in-car personal assistants to improve driving experiences
  • 5.3.11 CRM solutions and vehicle diagnostics enable improved customer care
  • 5.3.12 OEMs increasingly involved in usage-based insurance products
  • 5.3.13 Chinese OEMs raise customer expectations for connected services in Europe
  • 5.3.14 Western OEMs adopt new strategies for the Chinese market
• 5.4 Mergers and acquisitions

List of Figures

• Figure 1.1: Car park by region (World 2018–2024)
• Figure 1.2: Passenger car density per 1,000 inhabitants (EU27+EFTA+UK 2024)
• Figure 1.3: New car registration data (World 2018–2025)
• Figure 1.4: Top 10 countries by new passenger car and light truck registrations (2025)
• Figure 1.5: Top 20 passenger car manufacturers by revenues (World 2025)
• Figure 1.6: Passenger car registrations by manufacturer (EU27+EFTA+UK 2025)
• Figure 1.7: Passenger car registrations by manufacturer (North America 2025)
• Figure 1.8: Passenger car registrations by manufacturer (China 2025)
• Figure 1.9: Passenger car registrations by manufacturer (Japan 2025)
• Figure 1.10: Passenger cars and light vehicle registrations by OEM (South Korea 2025)
• Figure 1.11: Connected car offerings in Europe (June 2026)
• Figure 1.12: Connected car offerings in North America (June 2026)
• Figure 1.13: Connected car offerings in Asia-Pacific (June 2026)
• Figure 1.14: Connected car offerings in Latin America (June 2026)
• Figure 1.15: Connected car offerings in the Middle East and Africa (June 2026)
• Figure 1.16: Overview of automotive emergency call regulations
• Figure 1.17: Registered highway-capable BEVs and PHEVs (World 2025)
• Figure 1.18: New registrations of highway-capable BEVs and PHEVs (World 2025)
• Figure 1.19: Shipments of passenger cars by SAE 0–3 level (World 2025–2031)
• Figure 1.20: V2X infrastructure overview
• Figure 1.21: Leading carsharing service providers (World Q4-2025)
• Figure 2.1: eCall application lifecycle
• Figure 2.2: SVT application lifecycle
• Figure 2.3: Motor insurance telematics application lifecycle
• Figure 2.4: Vehicle diagnostics application lifecycle
• Figure 2.5: Leasing and rental fleet management application lifecycle
• Figure 2.6: Connectivity options
• Figure 3.1: BMW Digital Premium services (Europe 2026)
• Figure 3.2: Overview of FordPass Connect services (North America 2026)
• Figure 3.3: GM OnStar services and price plans (USA 2026)
• Figure 3.4: HondaLink services and price plans (North America 2026)
• Figure 3.5: Hyundai Bluelink+ service overview (North America 2026)
• Figure 3.6: Leapmotor connected services overview (China 2026)
• Figure 3.7: Mazda connected service packages (Japan 2026)
• Figure 3.8: Mercedes-Benz Digital Extras service examples (Europe 2026)
• Figure 3.9: NissanConnect Services (USA 2026)
• Figure 3.10: Renault openR Link connected-service packages (Europe 2026)
• Figure 3.11: Overview of Stellantis Connected Services (USA 2026)
• Figure 3.12: Subaru’s Companion plans (USA 2026)
• Figure 3.13: Tesla connectivity packages (USA 2026)
• Figure 3.14: Toyota and Lexus connected services offerings (World 2026)
• Figure 3.15: Lexus Connected Services packages (USA 2026)
• Figure 3.16: VW Car-Net packages (USA 2026)
• Figure 3.17: Audi US Connect services and price plans (USA 2026)
• Figure 3.18: Overview of Volvo Digital Services/Volvo Car Connect Plus (Sweden 2026)
• Figure 4.1: Overview of the connected car supplier ecosystem
• Figure 4.2: Overview of Bosch’s emergency call service
• Figure 4.3: Harman Ready Link Marketplace
• Figure 4.4: HERE Technologies’ navigation map
• Figure 4.5: Sibros’ Deep Connected Platform
• Figure 4.6: Overview of the Sonatus Vehicle Platform
• Figure 4.7: TomTom’s Automotive Navigation Application
• Figure 4.8: IoT communications service providers (Q2-2026)
• Figure 4.9: China Mobile IoT business KPIs (2021–2025)
• Figure 4.10: T IoT Hub platform integrations
• Figure 4.11: Orange cellular IoT connections by country (2021–2025)
• Figure 4.12: Telefonica cellular IoT connections by country (2020–2025)
• Figure 4.13: Financial data for Telenor Connexion (2022–2025)
• Figure 4.14: Telenor IoT’s IoT Complete solution
• Figure 4.15: IoT managed service providers (Q2-2026)
• Figure 4.16: Overview of the AUTOLINQ platform
• Figure 4.17: Cisco’s IoT product portfolio
• Figure 5.1: New car sales, by region (World 2024–2030)
• Figure 5.2: Connected car market data (World 2024–2030)
• Figure 5.3: Connected car market data (EU27+EFTA+UK 2024–2030)
• Figure 5.4: Connected car market data (Eastern Europe 2024–2030)
• Figure 5.5: Connected car market data (North America 2024–2030)
• Figure 5.6: Connected car market data (Latin America 2024–2030)
• Figure 5.7: Connected car market data (China 2024–2030)
• Figure 5.8: Connected car market data (Rest of APAC 2024–2030)
• Figure 5.9: Connected car market data (MEA 2024–2030)
• Figure 5.10: Installed base of connected cars by OEM (World 2024–2025)
• Figure 5.11: Connected car hardware and service revenues (World 2024–2030)
• Figure 5.12: Connected car hardware and service revenues (EU27+EFTA+UK 2024–2030) 238
• Figure 5.13: Connected car hardware and service revenues (North America 2024–2030)
• Figure 5.14: Connected car hardware and service revenues (China 2024–2030)
• Figure 5.15: Connected car hardware and service revenues (RoW 2024–2030)
• Figure 5.16: Shipments of embedded TCUs by technology (World 2024–2030)
• Figure 5.17: Average annual data consumption per connected car (World 2024–2030)
• Figure 5.18: OEM telematics SIM cards by region (World 2024–2030)
• Figure 5.19: Top five cellular IoT connectivity providers for connected cars (Q4-2025)
• Figure 5.20: Adoption of Android Automotive and GAS by car OEM (Q2-2026)
• Figure 5.21: Comparison between traditional SIM and eUICC lifecycle models
• Figure 5.22: Cost comparison for cellular modules (2026)
• Figure 5.23: The main satellite orbits
• Figure 5.24: Overview of automotive emergency call regulations
• Figure 5.25: Schematic classification of insurance telematics
• Figure 5.26: Mergers and acquisitions in the connected car space (2017–2026)