세계의 자동차 텔레매틱스 시장 : 컴포넌트, 용도, 차량 유형, 커넥티비티, 판매채널, 지역 - 시장 규모, 산업 역학, 기회 분석 및 예측(2025-2033년)

The demand influencing the automotive telematics market is complex and driven by a combination of strong financial incentives and critical operational needs. The market size reflects this robust expansion, with estimates showing growth from approximately US$ 70.8 billion in 2024 to an impressive US$ 349.2 billion by 2033. This growth corresponds to a compound annual growth rate (CAGR) of 19.4% over the forecast period from 2025 to 2033, signaling a rapidly evolving sector that is becoming central to the future of transportation.

Underlying this growth is the increasing demand for enhanced safety features, greater operational efficiency, and more sophisticated in-car experiences. Consumers and regulators are pushing for vehicles that not only protect occupants but also provide seamless connectivity and intuitive interfaces. In response, automakers are integrating sophisticated, AI-powered telematics systems as standard features in new models. These systems use artificial intelligence to analyze vast amounts of data in real time, enabling smarter decision-making, predictive maintenance, and personalized user experiences.

Noteworthy Market Developments

Competition in the global automotive telematics market is becoming increasingly fierce, as industry leaders report impressive financial results and operational achievements. This competitive environment is further intensified by the launch of advanced AI and asset management platforms introduced by major companies such as Penske and GE in 2024. These new platforms highlight the strong market demand for sophisticated tools capable of interpreting complex data generated by connected vehicles, enabling smarter decision-making and more efficient management of automotive assets.

In addition to these developments, innovative partnerships are shaping the landscape of telematics solutions. For example, Car IQ collaborated with BlueArrow Telematics to introduce BlueArrow Pay, a cutting-edge digital payment system that allows vehicles to connect directly with merchants and complete transactions automatically. This innovation not only enhances convenience for drivers but also opens new avenues for seamless, in-vehicle commerce, demonstrating how telematics technology is expanding beyond traditional safety and connectivity applications.

Meanwhile, Roadzen Inc., a recognized global leader in the application of AI within the intersection of insurance and mobility, recently announced a significant partnership through its wholly owned UK subsidiary, Global Insurance Management Limited (GIM). GIM has joined forces with one of the world's largest telematics providers to offer an integrated, technology-driven vehicle protection solution tailored for the UK automotive retail and finance sectors.

Core Growth Drivers

The demand within the automotive telematics market is becoming increasingly influenced by proactive government initiatives and the implementation of stringent safety regulations. A notable example is the European Union's General Safety Regulation II (GSR II), which comes into effect in July 2024. This regulation requires all new vehicles sold within the EU to be equipped with a range of advanced safety technologies. The introduction of GSR II marks a significant shift in automotive manufacturing standards, compelling automakers to integrate sophisticated safety systems that leverage telematics data and connectivity.

Emerging Opportunity Trends

A major trend in the automotive industry is the swift transformation from standalone in-vehicle systems to an interconnected ecosystem made possible by Vehicle-to-Everything (V2X) communication technology. Unlike traditional systems that operate independently within a vehicle, V2X enables seamless real-time data exchange not only between vehicles themselves (Vehicle-to-Vehicle, or V2V) but also with surrounding infrastructure (Vehicle-to-Infrastructure, or V2I) and even with pedestrians (Vehicle-to-Pedestrian, or V2P). This integration creates a comprehensive and dynamic network that significantly enhances situational awareness on the road.

Barriers to Optimization

The growth of the automotive telematics market may face challenges due to the high initial costs associated with hardware and system implementation. Advanced telematics systems require a range of sophisticated components, including the Telematics Control Unit (TCU), sensors, GPS modules, and other essential hardware. These components are often expensive due to their complex technology and the precision needed for reliable performance, which can create a significant upfront financial barrier for manufacturers and fleet operators looking to adopt these solutions.

Detailed Market Segmentation

By Component, the hardware segment holds a dominant position in the automotive telematics market, accounting for a substantial 68.5% of total revenue, highlighting its indispensable role in the ecosystem. This commanding share reflects the critical importance of physical components that enable telematics systems to function effectively and reliably. Among these components, the Telematics Control Unit (TCU) stands out as the central element, often regarded as the brain of the entire telematics system. The TCU is responsible for processing vast amounts of data generated by the vehicle and transmitting this information to external networks or cloud platforms, ensuring seamless communication and real-time decision-making.

By Application, vehicle tracking and fleet management applications have secured a prominent position in the automotive telematics market, commanding a notable 25.3% share of total revenue. This strong leadership is primarily driven by the clear and measurable return on investment these solutions provide to fleet operators. For a relatively modest monthly subscription fee, usually ranging between $15 and $40 per vehicle, companies gain access to a comprehensive set of tools designed to optimize fleet operations and improve overall efficiency.

By Connectivity, satellite connectivity holds a commanding position in the automotive telematics market, capturing an impressive 66.3% of the market share. This overwhelming dominance can be attributed to the unique advantages that satellite communication offers, particularly its exceptional reliability and global reach. Unlike cellular networks, which rely on terrestrial infrastructure and can be limited by geographic and infrastructural constraints, satellite connectivity provides continuous, real-time data transmission from virtually anywhere on Earth.

By Vehicle Type, passenger cars clearly dominate the automotive telematics market, commanding a significant 52.6% share of the overall market. This dominant position is the result of multiple factors working together, including strong consumer demand and increasing regulatory requirements. Modern car buyers have come to expect advanced connectivity features as standard components of their vehicles. These features often include real-time navigation systems that provide up-to-date traffic information and route optimization, enhancing the overall driving experience and convenience.

Segment Breakdown

By Component segment:

• Hardware
• Self-contained Telematics Units (TCU)
• GPS Devices
• Software Platform
• Services
• Consulting
• Implementation
• Maintenance
• Telematics as a Service

By Application:

• Automatic Crash Notification
• Billing Services
• Driver Behavior
• Emergency Calling
• Insurance Risk Assessment
• Navigation
• On-Road Assistance
• Remote Diagnostics
• Vehicle Tracking/Recovery (Fleet Management)
• Others
• By Vehicle Type:
• Light Commercial Vehicles
• Passenger Car
• Electric Vehicles
• ICE Vehicles
• Heavy Vehicles
• Two-Wheeler
• Others

By Connectivity:

• Satellite
• Cellular

By Sales Channel:

• Aftermarket
• OEMs

By Region:

• North America
• The U.S.
• Canada
• Mexico
• Europe
• Western Europe
• The UK
• Germany
• France
• Italy
• Spain
• Rest of Western Europe
• Eastern Europe
• Poland
• Russia
• Rest of Eastern Europe
• Asia Pacific
• China
• India
• Japan
• Australia & New Zealand
• ASEAN
• Singapore
• Malaysia
• Indonesia
• Vietnam
• Thailand
• Myanmar
• Rest of ASEAN
• Rest of APAC
• Middle East & Africa (MEA)
• UAE
• Saudi Arabia
• South Africa
• Rest of MEA
• South America
• Argentina
• Brazil
• Rest of South America

Geography Breakdown

• The Asia Pacific region solidifies its dominance in the automotive telematics market through a combination of vast scale and strong domestic manufacturing capabilities. A key factor driving this growth is China's industrial policy, which plays a pivotal role in shaping the market landscape. The Chinese government, through its Ministry of Industry and Information Technology (MIIT), has set an ambitious target to have more than 25 million intelligent connected vehicles operating on its roads by 2025.
• Several domestic automotive companies have emerged as significant players, achieving remarkable milestones in this space. For instance, Geely Holding Group reported that by early 2024, it had over 2.8 million vehicles subscribed to its connected services, highlighting the company's successful integration of telematics technology. Similarly, BYD is on track to have its DiLink system installed in more than 7 million vehicles by the beginning of 2025, underscoring its expansive reach and technological adoption.

Leading Market Participants

• Robert Bosch GmbH
• Continental AG
• LG Electronics
• Verizon
• Harman International
• Delphi Automotive Plc
• Visteon Corporation
• Magneti Marelli S.P.A.
• Tomtom International BV
• Qualcomm Technologies Inc.
• Intel Corporation
• Trimble Inc
• AT&T
• Octo Telematics
• Airbiquity Inc.
• Masternaut Limited
• The Descartes Systems Group Inc.
• Box Telematics
• Act Soft
• Other Prominent Players

Table of Content

Chapter 1. Research Framework

• 1.1 Research Objective
• 1.2 Product Overview
• 1.3 Market Segmentation

Chapter 2. Research Methodology

• 2.1 Qualitative Research
  • 2.1.1 Primary & Secondary Sources
• 2.2 Quantitative Research
  • 2.2.1 Primary & Secondary Sources
• 2.3 Breakdown of Primary Research Respondents, By Region
• 2.4 Assumption for the Study
• 2.5 Market Size Estimation
• 2.6. Data Triangulation

Chapter 3. Executive Summary: Global Automotive Telematics Market

Chapter 4. Global Automotive Telematics Market Overview

• 4.1. Industry Value Chain Analysis
  • 4.1.1. Developer
  • 4.1.2. Service Provider
  • 4.1.3. End user
• 4.2. Industry Outlook
  • 4.2.1. Technology Roadmap in Telematics
  • 4.2.2. IT Business Opportunities in Telematics
    • 4.2.2.1. UX Design
    • 4.2.2.2. System Integration
    • 4.2.2.3. Safety & Security
    • 4.2.2.4. Remote Monitoring
    • 4.2.2.5. Big Data & Analytics
• 4.3. PESTLE Analysis
• 4.4. Porter's Five Forces Analysis
  • 4.4.1. Bargaining Power of Suppliers
  • 4.4.2. Bargaining Power of Buyers
  • 4.4.3. Threat of Substitutes
  • 4.4.4. Threat of New Entrants
  • 4.4.5. Degree of Competition
• 4.5. Market Dynamics and Trends
  • 4.5.1. Growth Drivers
  • 4.5.2. Restraints
  • 4.5.3. Challenges
  • 4.5.4. Key Trends
• 4.6. Covid-19 Impact Assessment on Market Growth Trend
• 4.7. Market Growth and Outlook
  • 4.7.1. Market Revenue Estimates and Forecast 2020 - 2033 (US$ Bn and Bn Units)
  • 4.7.2. Pricing Analysis
• 4.8. Competition Dashboard
  • 4.8.1. Market Concentration Rate
  • 4.8.2. Company Market Share Analysis (Value %), 2024
  • 4.8.3. Competitor Mapping

Chapter 5. Automotive Telematics Market Analysis, By Component

• 5.1. Key Insights
• 5.2. Market Size and Forecast, 2020 - 2033 (US$ Bn and Bn Units)
  • 5.2.1. Hardware (Volume - Mn Units)
    • 5.2.1.1. Self-contained Telematics Units (TCU)
    • 5.2.1.2. GPS Devices
  • 5.2.2. Software Platform
  • 5.2.3. Services
    • 5.2.3.1. Consulting
    • 5.2.3.2. Implementation
    • 5.2.3.3. Maintenance
    • 5.2.3.4. Telematics as a Service

Chapter 6. Automotive Telematics Market Analysis, By Application

• 6.1. Key Insights
• 6.2. Market Size and Forecast, 2020 - 2033 (US$ Bn and Bn Units)
  • 6.2.1. Automatic Crash Notification
  • 6.2.2. Billing Services
  • 6.2.3. Driver Behavior
  • 6.2.4. Emergency Calling
  • 6.2.5. Insurance Risk Assessment
  • 6.2.6. Navigation
  • 6.2.7. On-Road Assistance
  • 6.2.8. Remote Diagnostics
  • 6.2.9. Vehicle Tracking/Recovery (Fleet Management)
  • 6.2.10. Others

Chapter 7. Automotive Telematics Market Analysis, By Vehicle Type

• 7.1. Key Insights
• 7.2. Market Size and Forecast, 22020 - 2033 (US$ Bn and Bn Units)
  • 7.2.1. Light Commercial Vehicles
  • 7.2.2. Passenger Car
    • 7.2.2.1. Electric Vehicles
    • 7.2.2.2. ICE Vehicles
  • 7.2.3. Heavy Vehicles
  • 7.2.4. Two-Wheeler
  • 7.2.5. Other

Chapter 8. Automotive Telematics Market Analysis, By Connectivity

• 8.1. Key Insights
• 8.2. Market Size and Forecast, 2020 - 2033 (US$ Bn and Bn Units)
  • 8.2.1. Satellite
  • 8.2.2. Cellular

Chapter 10. Automotive Telematics Market Analysis, By Region/Country

• 10.1. Key Insights
• 10.2. Market Size and Forecast, 2020 - 2033 (US$ Bn and Bn Units)
  • 10.2.1. North America
    • 10.2.1.1. The U.S.
    • 10.2.1.2. Canada
    • 10.2.1.3. Mexico
  • 10.2.2. Europe
    • 10.2.2.1. Western Europe
      • 10.2.2.1.1. The UK
      • 10.2.2.1.2. Germany
      • 10.2.2.1.3. France
      • 10.2.2.1.4. Italy
      • 10.2.2.1.5. Spain
      • 10.2.2.1.6. Rest of Western Europe
    • 10.2.2.2. Eastern Europe
      • 10.2.2.2.1. Poland
      • 10.2.2.2.2. Russia
      • 10.2.2.2.3. Rest of Eastern Europe
  • 10.2.3. Asia Pacific
    • 10.2.3.1. China
    • 10.2.3.2. India
    • 10.2.3.3. Japan
    • 10.2.3.4. Australia & New Zealand
    • 10.2.3.5. ASEAN
      • 10.2.3.5.1. Singapore
      • 10.2.3.5.2. Malaysia
      • 10.2.3.5.3. Indonesia
      • 10.2.3.5.4. Vietnam
      • 10.2.3.5.5. Thailand
      • 10.2.3.5.6. Myanmar
      • 10.2.3.5.7. Rest of ASEAN
    • 10.2.3.6. Rest of Asia Pacific
  • 10.2.4. Middle East & Africa (MEA)
    • 10.2.4.1. UAE
    • 10.2.4.2. Saudi Arabia
    • 10.2.4.3. South Africa
    • 10.2.4.4. Rest of MEA
  • 10.2.5. South America
    • 10.2.5.1. Brazil
    • 10.2.5.2. Argentina
    • 10.2.5.3. Rest of South America

Chapter 11. North America Automotive Telematics Market Analysis

• 11.1. Key Insights
• 11.2. Market Size and Forecast, 2020 - 2033 (US$ Bn and Bn Units)
  • 11.2.1. By Component
  • 11.2.2. By Application
  • 11.2.3. By Vehicle Type
  • 11.2.4. By Connectivity
  • 11.2.5. By Channel
  • 11.2.6. By Country

Chapter 12. Europe Automotive Telematics Market Analysis

• 12.1. Key Insights
• 12.2. Market Size and Forecast, 2020 - 2033 (US$ Bn and Bn Units)
  • 12.2.1. By Component
  • 12.2.2. By Application
  • 12.2.3. By Vehicle Type
  • 12.2.4. By Connectivity
  • 12.2.5. By Channel
  • 12.2.6. By Country

Chapter 13. Asia Pacific Automotive Telematics Market Analysis

• 13.1. Key Insights
• 13.2. Market Size and Forecast, 2020 - 2033 (US$ Bn and Bn Units)
  • 13.2.1. By Component
  • 13.2.2. By Application
  • 13.2.3. By Vehicle Type
  • 13.2.4. By Connectivity
  • 13.2.5. By Channel
  • 13.2.6. By Country

Chapter 14. China Automotive Telematics Market Analysis

• 14.1. Key Insights
  • 14.1.1. Opportunity Growth Share (%), 2024-2033
• 14.2. Market Dynamics - Impact Analysis
• 14.3. Key Players
• 14.4. Market Size and Forecast, 2020 - 2033 (US$ Bn and Bn Units)
  • 14.4.1. By Component
  • 14.4.2. By Application
  • 14.4.3. By Vehicle Type
  • 14.4.4. By Connectivity
  • 14.4.5. By Channel

Chapter 15. Japan Automotive Telematics Market Analysis

• 15.1. Key Insights
  • 15.1.1. Opportunity Growth Share (%), 2023-2032
• 15.2. Market Dynamics - Impact Analysis
• 15.3. Key Players
• 15.4. Market Size and Forecast, 2019 - 2032 (US$ Bn and Mn Units)
  • 15.4.1. By Component
  • 15.4.2. By Application
  • 15.4.3. By Vehicle Type
  • 15.4.4. By Connectivity
  • 15.4.5. By Channel

Chapter 16. Singapore Automotive Telematics Market Analysis

• 16.1. Key Insights
  • 16.1.1. Opportunity Growth Share (%), 2024-2033
• 16.2. Market Dynamics - Impact Analysis
• 16.3. Key Players
• 16.4. Market Size and Forecast, 2020 - 2033 (US$ Bn and Bn Units)
  • 16.4.1. By Component
  • 16.4.2. By Application
  • 16.4.3. By Vehicle Type
  • 16.4.4. By Connectivity
  • 16.4.5. By Channel

Chapter 17. Malaysia Automotive Telematics Market Analysis

• 17.1. Key Insights
  • 17.1.1. Opportunity Growth Share (%), 2024-2033
• 17.2. Market Dynamics - Impact Analysis
• 17.3. Key Players
• 17.4. Market Size and Forecast, 2020 - 2033 (US$ Bn and Bn Units)
  • 17.4.1. By Component
  • 17.4.2. By Application
  • 17.4.3. By Vehicle Type
  • 17.4.4. By Connectivity
  • 17.4.5. By Channel

Chapter 18. Vietnam Automotive Telematics Market Analysis

• 18.1. Key Insights
  • 18.1.1. Opportunity Growth Share (%), 2024-2033
• 18.2. Market Dynamics - Impact Analysis
• 18.3. Key Players
• 18.4. Market Size and Forecast, 2020 - 2033 (US$ Bn and Bn Units)
  • 18.4.1. By Component
  • 18.4.2. By Application
  • 18.4.3. By Vehicle Type
  • 18.4.4. By Connectivity
  • 18.4.5. By Channel

Chapter 19. Thailand Automotive Telematics Market Analysis

• 19.1. Key Insights
  • 19.1.1. Opportunity Growth Share (%), 2024-2033
• 19.2. Market Dynamics - Impact Analysis
• 19.3. Key Players
• 19.4. Market Size and Forecast, 2020 - 2033 (US$ Bn and Bn Units)
  • 19.4.1. By Component
  • 19.4.2. By Application
  • 19.4.3. By Vehicle Type
  • 19.4.4. By Connectivity
  • 19.4.5. By Channel

Chapter 20. Myanmar Automotive Telematics Market Analysis

• 20.1. Key Insights
  • 20.1.1. Opportunity Growth Share (%), 2024-2033
• 20.2. Market Dynamics - Impact Analysis
• 20.3. Key Players
• 20.4. Market Size and Forecast, 2020 - 2033 (US$ Bn and Bn Units)
  • 20.4.1. By Component
  • 20.4.2. By Application
  • 20.4.3. By Vehicle Type
  • 20.4.4. By Connectivity
  • 20.4.5. By Channel

Chapter 21. Australia & New Zealand Automotive Telematics Market Analysis

• 21.1. Key Insights
  • 21.1.1. Opportunity Growth Share (%), 2024-2033
• 21.2. Market Dynamics - Impact Analysis
• 21.3. Key Players
• 21.4. Market Size and Forecast, 2020 - 2033 (US$ Bn and Bn Units)
  • 21.4.1. By Component
  • 21.4.2. By Application
  • 21.4.3. By Vehicle Type
  • 21.4.4. By Connectivity
  • 21.4.5. By Channel

Chapter 22. Indonesia Automotive Telematics Market Analysis

• 22.1. Key Insights
  • 22.1.1. Opportunity Growth Share (%), 2024-2033
• 22.2. Market Dynamics - Impact Analysis
• 22.3. Key Players
• 22.4. Market Size and Forecast, 2020 - 2033 (US$ Bn and Bn Units)
  • 22.4.1. By Component
  • 22.4.2. By Application
  • 22.4.3. By Vehicle Type
  • 22.4.4. By Connectivity
  • 22.4.5. By Channel

Chapter 23. Middle East & Africa Automotive Telematics Market Analysis

• 23.1. Key Insights
• 23.2. Market Size and Forecast, 2020 - 2033 (US$ Bn and Bn Units)
  • 23.2.1. By Component
  • 23.2.2. By Application
  • 23.2.3. By Vehicle Type
  • 23.2.4. By Connectivity
  • 23.2.5. By Channel
  • 23.2.6. By Country

Chapter 24. South America Automotive Telematics Market Analysis

• 24.1. Key Insights
• 24.2. Market Size and Forecast, 2020 - 2033 (US$ Bn and Bn Units)
  • 24.2.1. By Component
  • 24.2.2. By Application
  • 24.2.3. By Vehicle Type
  • 24.2.4. By Connectivity
  • 24.2.5. By Channel
  • 24.2.6. By Country

Chapter 25. Company Profile (Company Overview, Financial Matrix, Key Product landscape, Key Personnel, Key Competitors, Contact Address, and Business Strategy Outlook)

• 25.1. Act Soft
• 25.2. Airbiquity Inc.
• 25.3. AT&T
• 25.4. Box Telematics
• 25.5. Continental AG
• 25.6. Delphi Automotive Plc
• 25.7. Harman International
• 25.8. Intel Corporation
• 25.9. LG Electronics
• 25.10. Magneti Marelli S.P.A.
• 25.11. Masternaut Limited
• 25.12. Octo Telematics
• 25.13. Qualcomm Technologies Inc.
• 25.16. Robert Bosch GmbH
• 25.17. The Descartes Systems Group Inc.
• 25.18. Tomtom International BV
• 25.19. Trimble Inc
• 25.20. Verizon
• 25.21. Visteon Corporation