세계 커넥티드카 시장의 성장 기회(2026년)

This Frost & Sullivan Global Connected Vehicle Market Growth Outlook examines the key strategies, growth drivers, and challenges shaping the future of mobility. The move toward software-defined systems and over-the-air (OTA) updates is becoming more important than hardware. There is also growing demand for seamless connectivity in autonomous vehicles and more use of AI-driven personalization. Key challenges include cybersecurity risks, varying regulations across regions, and the difficulty of integrating legacy hardware. The report identifies growth opportunities for OEMs, Tier I suppliers, and software providers, particularly through subscription-based OTA updates, data analytics, and ecosystem partnerships.

The analysis reviews how various OEM groups collaborate and develop their connectivity systems. It highlights partnerships with cloud providers, telecom companies, and AI platform developers to create more dynamic, user-focused mobility solutions. The report also tracks the progress of software-defined vehicles (SDVs) and how they enable trends such as advanced autonomy, immersive in-cabin experiences, and vehicle-to-everything (V2X) communication.

The report emphasizes how OTA ecosystems and new software designs are changing what makes vehicles valuable. These changes help generate ongoing revenue and speed up the shift from hardware-focused to service-based business models. The analysis uses 2025 as the base year and includes connectivity forecasts from 2026 to 2032.

Global Economic Outlook, 2026

• Growth Environment
• Connected Car Market Outlook 2025: Forecast Versus Actual
• CES 2026 Highlights: Vehicles Moving from Hardware to Software
• 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 8TM
• The Impact of the Top 3 Strategic Imperatives on the Global Connected Vehicle Industry
• Growth Opportunities Fuel the Growth Pipeline EngineTM
• Ecosystem
• Research Scope
• Definitions: Market Segmentation
• Global Connected Services Maturity Matrix
• The Impact of the Top 3 Strategic Imperatives on the Global Economy
• Global Economic Transformations for 2026
• Global GDP Growth Annual Snapshot
• Global GDP Growth Quarterly Snapshot
• Global GDP Growth
• Visioning Scenarios: 2026 Global Macro Conditions

North America Growth

• North America Growth: Visioning Scenarios

Western Europe Growth

• Western Europe Growth: Visioning Scenarios

Middle East Growth

• Middle East Growth: Visioning Scenarios
• Asia Growth
• Asia Growth: Visioning Scenarios
• India: Growth and Visioning Scenarios
• List of Countries by Region, 20261

Global Connected Vehicle Regulations

• Snapshot of Connectivity Regulations

European Data Act

Global Connected Vehicle Outlook, 2026-Trends and Implications

• Top Trends Driving the Global Connected Vehicles Market
• Trend 1 - SDVs
• Case Study-Volkswagen Group (CARIAD and VW.OS)
• Case Study-Qualcomm Snapdragon Digital Chassis
• Trend 2 - V2X Communication and Connected Road Safety
• Case Study-Mercedes-Benz (Car-to-X Communication)
• Case Study-Bosch V2X Communication Ecosystem
• Trend 3-Digital Cockpits and Immersive In-Car Experiences
• Case Study-Mercedes-Benz MBUX and Hyperscreen
• Case Study-CINEMO AI Cockpit Platform and CARSTM Connect Suite
• Trend 4-AI and Predictive Vehicle Operations
• Case Study-Tesla AI-Driven Predictive Vehicle Operations
• Case Study-Continental Automotive Edge (CAEdge)
• Trend 5-In-Car Commerce and Digital Services
• Case Study-BMW ConnectedDrive Store
• Case Study-Harman Ignite Store and Ignite Store Payments Platform
• Trend 6-Rise of Automotive Insurtech
• Case Study-Tesla Insurance (Embedded Insurance)
• Case Study-Octo Telematics Connected Insurance Platform
• Impact of Trends by Region, 2026

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, 2026: 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, 2026

• Key Findings: Top 10 Predictions for 2026

Growth Opportunity Universe for the Global Connected Vehicle Market

• Growth Opportunity 1: 5G Connectivity and Real-Time Data Platforms
• Growth Opportunity 2: Vehicle-to-Everything (V2X) Infrastructure and Smart Mobility Ecosystems
• Growth Opportunity 3: In-Vehicle AI Assistants and Personalized Connected Services

Appendix & Next Steps

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