자동차 커넥티비티 SoC, NAD 및 TCU 시장 : 제1판

This report focuses on the hardware part of the connected vehicle value chain, and specifically the devices installed by the passenger car and commercial vehicle OEMs. Berg Insight estimates that global shipments of TCUs for both passenger cars and commercial vehicles reached 74.4 million units in 2024. Growing at a CAGR of 5.0 percent, global shipments are expected to reach 95.0 million units in 2029. Get up to date with the latest industry trends in this new 90-page strategy report from Berg Insight.

Highlights from the report:

• Insights from numerous interviews with market leading companies.
• Comprehensive overview of the TCU value chain.
• In-depth analysis of market trends and key developments.
• Detailed profiles of 26 TCU, NAD and SoC vendors.
• Market share data covering the leading TCU, NAD and SoC vendors.
• New data on vehicle populations and new vehicle registrations worldwide.
• Market forecasts by region lasting until 2029.

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