세계의 커넥티드카 시장 : 성장 전망(2025년)

AI Driving Transformative In-vehicle Experiences as Industry Convergence and Service-based Models Redefine OEM Strategies

Connected vehicles are revolutionizing the automotive industry, evolving from transportation modes to smart, digital hubs that seamlessly integrate with users' lifestyles. In 2025, industry adoption of vehicle-to-everything (V2X) communication, AI-driven personalization, service-based monetization models, and software-defined Vehicles (SDVs) is expected to surge, enabling safer, smarter, and more immersive in-car experiences. These advancements will not only enhance connectivity within the vehicle but also beyond it by fostering a truly integrated mobility ecosystem that redefines how users interact with their cars, infrastructure, and digital services.

This report offers a deep dive into:

• Key technologies, trends, features, and services shaping the next wave of connected vehicles
• Market landscape in 2024 and global/regional projections for 2025, showcasing best practices and strategic moves by industry leaders
• Regional analysis covering North America, Europe, Asia-Pacific, China, India, Japan, South Korea, South America, and the rest of the world
• Emerging challenges impacting the automotive connectivity ecosystem
• Focus areas of key ecosystem players, including OEMs, Tier I suppliers, telco providers, and technology companies, including connected services, human-machine interfaces (HMI), and in-vehicle navigation

Frost & Sullivan analyzes insights from industry experts, including OEMs, Tier I suppliers, technology firms, and telecommunications providers, to present a forward-looking analysis based on three core connectivity types: smartphone, tethered, and embedded. The study outlines critical strategies for automakers and Tier I suppliers to capture key growth opportunities in the fast-expanding connected car market.

Research Scope

Content Present in Points

• Vehicle Type-Passenger Vehicle
• Study Period: 2024-2025 (unless otherwise mentioned)
• Base Year: 2024 (unless otherwise mentioned)
• Forecast Period: 2025 (unless otherwise mentioned)

Scope

Geographic Scope

• NORTH AMERICA: United States, Canada, and Mexico in the context of the connected vehicle market
• SOUTH AMERICA: All countries in the region
• EUROPE: Western and Eastern Europe
• APAC: All countries in the region except China, India, Japan, and South Korea
• CHINA INDIA JAPAN SOUTH KOREA RoW: Other regions and countries not included above in the connected vehicle market

Growth Environment

• Companies to Action Transformation
• Best Practices
• Ecosystem
• Frost Radar
• Growth Opportunities
• Growth Generator

The Impact of the Top 3 Strategic Imperatives on the Global Connected Vehicle Market

Disruptive Technologies

• Why:
• Smartphone, home entertainment, and cloud technologies are transforming the connected vehicles market, enabling AI-powered assistants, real-time infotainment, and personalized experiences.
• AR, advanced driver assistance systems (ADAS), and V2X connectivity in the automotive V2X market are further integrating cars into the digital ecosystem, redefining in-vehicle interactions.
• Frost Perspective:
• With the rise of in-vehicle infotainment market, gaming, and advanced audio services, including surround 3D sound and personalized acoustics, vehicles are evolving into extended living spaces.
• To capitalize on this automotive connectivity trends, automakers must adopt strategic partnerships to enhance in-cabin experiences. Partnerships-such as the BMW-AirConsole collaboration for gaming and the Volvo-Dolby alliance for Dolby Atmos-emphasize the crucial role of cooperation in this field.

Industry Convergence

• Why:
• To enhance in-vehicle experiences and competitiveness, OEMs are integrating IT, entertainment, gaming, and pure-play software providers into their value chain within the automotive connectivity trends.
• The rise of software-defined vehicles (SDVs) in the software-defined vehicles market is accelerating this convergence, making collaboration with technology players a strategic approach.
• Frost Perspective:
• OEMs are considering expanding partnerships beyond the automotive sector, collaborating with technology and consumer electronics firms to develop innovative digital solutions that align with the demand for a connected lifestyle.
• The integration of digital cockpits and advanced display technologies is expected to drive disruptions in connectivity, enabling immersive in-vehicle experiences in the connected vehicle market.

Innovative Business Models

• Why:
• The automotive industry is shifting from a hardware-driven model to a software-centric approach, shaping its future in the connected vehicle market.
• Consumers' growing awareness of cybersecurity, features-on-demand (FODs), navigation, vehicle data, and connected safety directly influences decision-making within the vehicle.
• Frost Perspective:
• The conventional revenue model centered on vehicle sales is shifting toward a service-based approach, with OEMs monetizing digital offerings. To navigate this transformation in the connected vehicles market, automakers increasingly partner with software and cloud providers, accelerating their shift toward connected services.
• Going forward, OEMs will rely on connected services, FODs, and data monetization as their primary revenue streams within the automotive connectivity trends. Marketplaces subscription-based services are emerging as key growth areas, with AI-driven personalization and in-vehicle commerce expected to enhance customer engagement and profitability further.

Table of Contents

Growth Environment

• Connected Car Market Outlook 2024: Forecast vs Actual
• CES 2025 Highlights: AI and SDVs Take Center Stage
• Notable Regulations and Mandates: A Snapshot
• Regional Connected Vehicles Market
• OTA-enabled Vehicles: Regional Analysis
• Key OEM Partnerships
• Connected Vehicle Ecosystem and Related Markets

Transformation in the Connected Vehicles Industry

• Why Is It Increasingly Difficult to Grow?
• The Strategic Imperative
• The Impact of the Top 3 Strategic Imperatives on the Global Connected Vehicles Industry
• Growth Opportunities Fuel the Growth Pipeline Engine

Ecosystem

• Research Scope
• Definitions: Market Segmentation

Global Economic Outlook, 2025

• Strategic Imperatives
• Top 10 Growth Opportunities
• Top 10 Trends for 2025
• Global GDP Growth Snapshot
• Trend 1: Global GDP Growth
• Growth Opportunity 1: Global GDP Growth
• Trend 2: Inflation and Interest Rates
• Growth Opportunity 2: Inflation and Interest Rates
• Trend 3: Oil Markets
• Growth Opportunity 3: Oil Markets
• Trend 4: Labor Market
• Growth Opportunity 4: Labor Market
• Trend 5: US Dollar and Gold
• Growth Opportunity 5: US Dollar and Gold
• Trend 6: North America
• Growth Opportunity 6: North America
• Trend 7: Latin America
• Growth Opportunity 7: Latin America
• Trend 8: Western Europe
• Growth Opportunity 8: Western Europe
• Trend 9: The Middle East
• Growth Opportunity 9: The Middle East
• Trend 10: Asia
• Growth Opportunity 10: Asia
• List of Countries by Region, 2025

Global Connected Vehicle Regulations

• Snapshot of Connectivity Regulations
• European Data Act

Global Connected Vehicle Outlook, 2025: Trends and Implications

• Top Trends Driving the Global Connected Vehicle Market
• Trend 1: 5G Connectivity and Deployment
• Trend 2: Advanced HMI Voice Assistants, Immersive Displays, HD Mapping, AR/VR Integration
• Trend 3: In-vehicle Media Streaming
• Trend 4: Use of AI in Connected Cars
• Trend 5: Connected Vehicle Commerce In-car Payments
• Trend 6: In-vehicle Gaming Services
• Trend 7: Connected Road Safety
• Trend 8: Advancements in Insurtech
• Trend 9: Software-defined Vehicles
• Trend 10: Automotive App Stores
• Impact of Trends by Region: 2025

Growth Generator

• Connected Vehicle Sales by Region
• Connected Vehicle Penetration by Region
• Product Type Forecast
• Product Type Snapshot by Region
• Pricing and Service Models
• OTA-enabled Vehicle Sales by Region
• OTA-enabled Vehicle Penetration by Region
• OTA Phases and OEM Strategies

Growth Generator: Regional Predictions, 2025: Economic, Technology, and Regulatory

• Regional Analysis: APAC
• Regional Analysis: China
• Regional Analysis: Europe
• Regional Analysis: India
• Regional Analysis: Japan
• Regional Analysis: North America
• Regional Analysis: South America
• Regional Analysis: South Korea

Conclusions and Future Outlook: Top 10 Predictions, 2025

• Key Findings: Top 10 Predictions for 2025

Growth Opportunity Universe

• Growth Opportunity 1: AI-driven Personalization and Contextual Intelligence
• Growth Opportunity 2: In-car Entertainment and Connected Vehicle Commerce
• Growth Opportunity 3: Connected Safety and V2X Evolution

Appendix & Next Steps

• Benefits and Impacts of Growth Opportunities
• Next Steps
• List of Exhibits
• Legal Disclaimer

Author: Parduman Satpal