4G 및 5G 자동차 텔레매틱스 제어 유닛(TCU) 시장 : 시장 기회, 성장 촉진요인, 산업 동향 분석, 예측(2024-2032년)

The Global 4G/5G Automotive Telematics Control Units (TCUs) Market was valued at USD 9.3 billion in 2023 and is projected to grow at a CAGR of 19% from 2024 to 2032. Key drivers fueling the automotive TCU market include the surging demand for connected vehicles, an emphasis on advanced safety and security features, and the burgeoning adoption of cloud-based services. OEMs in the automotive sector are increasingly merging cockpit and telematics functionalities into a unified system. This trend aims to enhance vehicle performance, cut down manufacturing and operational costs, and deliver a cohesive experience for drivers and passengers. By fusing these features, OEMs can refine vehicle designs, streamline user interfaces, and bolster overall connectivity.

Such integration not only synchronizes the vehicle's systems but also amplifies safety, convenience, and entertainment. The overall industry is divided based on vehicle, cellular network technology, connectivity, application, sales channel, and region. The market segments into passenger cars and commercial vehicles. In 2023, passenger cars commanded a valuation exceeding USD 6 billion.

This segment's prominence in the automotive telematics arena stems from the widespread embrace of connected car features and a rising appetite for advanced safety and infotainment technologies. Recently, consumers have shown a marked preference for vehicles boasting enhanced connectivity, spanning navigation, entertainment, safety, and security. Connectivity-wise, the market classifies into embedded, tethered, and integrated segments. The embedded category is set to witness a CAGR of over 17% from 2024 to 2032. This segment includes telematics systems embedded directly into a vehicle's hardware, eschewing reliance on external devices.

The infusion of 4G and 5G connectivity into TCUs is catalyzing major strides in vehicle communication, data transfer, and the overall connected driving experience. In 2023, North America led the global 4G/5G automotive telematics control units market, capturing over 35% of the share. This dominance is rooted in the region's robust automotive manufacturing presence, swift adoption of connected car technologies, and a sophisticated cellular infrastructure. Companies are actively refining their automotive telematics solutions, rolling out innovative platforms tailored to regional nuances.

Table of Contents

Chapter 1 Methodology & Scope

• 1.1 Market scope & definition
• 1.2 Research design
  • 1.2.1 Research approach
  • 1.2.2 Data collection methods
• 1.3 Base estimates & calculations
  • 1.3.1 Base year calculation
  • 1.3.2 Key trends for market estimation
• 1.4 Forecast model
• 1.5 Primary research and validation
  • 1.5.1 Primary sources
  • 1.5.2 Data mining sources

Chapter 2 Executive Summary

• 2.1 Industry 360° synopsis, 2021 - 2032

Chapter 3 Industry Insights

• 3.1 Industry ecosystem analysis
• 3.2 Supplier landscape
  • 3.2.1 TCU hardware manufacturers
  • 3.2.2 Software and platform providers
  • 3.2.3 Connectivity solution providers
  • 3.2.4 System integrators
  • 3.2.5 End-users
• 3.3 Profit margin analysis
• 3.4 Technology & innovation landscape
• 3.5 Patent analysis
• 3.6 Key news & initiatives
• 3.7 Regulatory landscape
• 3.8 Impact forces
  • 3.8.1 Growth drivers
    • 3.8.1.1 Increasing demand for connected vehicles
    • 3.8.1.2 Growing need for advanced safety and security features
    • 3.8.1.3 Rise of cloud-based services and fleet management solutions
    • 3.8.1.4 Advancements in 4G and 5G cellular network technologies
  • 3.8.2 Industry pitfalls & challenges
    • 3.8.2.1 High initial cost of deployment
    • 3.8.2.2 Concerns over data privacy and security
• 3.9 Growth potential analysis
• 3.10 Porter's analysis
  • 3.10.1 Supplier power
  • 3.10.2 Buyer power
  • 3.10.3 Threat of new entrants
  • 3.10.4 Threat of substitutes
  • 3.10.5 Industry rivalry
• 3.11 PESTEL analysis

Chapter 4 Competitive Landscape, 2023

• 4.1 Introduction
• 4.2 Company market share analysis
• 4.3 Competitive positioning matrix
• 4.4 Strategic outlook matrix

Chapter 5 Market Estimates & Forecast, By Vehicle, 2021 - 2032 ($Bn, Units)

• 5.1 Key trends
• 5.2 Passenger cars
• 5.3 Commercial vehicles
  • 5.3.1 Light commercial vehicles (LCVs)
  • 5.3.2 Heavy commercial vehicles (HCVs)

Chapter 6 Market Estimates & Forecast, By Cellular Network Technology, 2021 - 2032 ($Bn, Units)

• 6.1 Key trends
• 6.2 4G
• 6.3 5G

Chapter 7 Market Estimates & Forecast, By Connectivity, 2021 - 2032 ($Bn, Units)

• 7.1 Key trends
• 7.2 Embedded
• 7.3 Tethered
• 7.4 Integrated

Chapter 8 Market Estimates & Forecast, By Sales Channel, 2021 - 2032 ($Bn, Units)

• 8.1 Key trends
• 8.2 OEMs
• 8.3 Aftermarket

Chapter 9 Market Estimates & Forecast, By Application, 2021 - 2032 ($Bn, Units)

• 9.1 Key trends
• 9.2 Safety & security
• 9.3 Infotainment
• 9.4 Fleet management
• 9.5 Insurance telematics
• 9.6 Vehicle diagnostics
• 9.7 Others

Chapter 10 Market Estimates & Forecast, By Region, 2021 - 2032 ($Bn, Units)

• 10.1 Key trends
• 10.2 North America
  • 10.2.1 U.S.
  • 10.2.2 Canada
• 10.3 Europe
  • 10.3.1 UK
  • 10.3.2 Germany
  • 10.3.3 France
  • 10.3.4 Italy
  • 10.3.5 Spain
  • 10.3.6 Russia
  • 10.3.7 Nordics
  • 10.3.8 Rest of Europe
• 10.4 Asia Pacific
  • 10.4.1 China
  • 10.4.2 India
  • 10.4.3 Japan
  • 10.4.4 Australia
  • 10.4.5 South Korea
  • 10.4.6 Southeast Asia
  • 10.4.7 Rest of Asia Pacific
• 10.5 Latin America
  • 10.5.1 Brazil
  • 10.5.2 Mexico
  • 10.5.3 Argentina
  • 10.5.4 Rest of Latin America
• 10.6 MEA
  • 10.6.1 UAE
  • 10.6.2 South Africa
  • 10.6.3 Saudi Arabia
  • 10.6.4 Rest of MEA

Chapter 11 Company Profiles

• 11.1 Aptiv PLC
• 11.2 Bosch Mobility Solutions
• 11.3 Continental AG
• 11.4 Denso Corporation
• 11.5 Gemalto (Thales Group)
• 11.6 Harman International Industries, Inc.
• 11.7 Huawei Technologies Co., Ltd.
• 11.8 Infineon Technologies AG
• 11.9 LG Electronics Inc.
• 11.10 Magneti Marelli S.p.A.
• 11.11 Mitsubishi Electric Corporation
• 11.12 NXP Semiconductors N.V.
• 11.13 Peiker Acustic GmbH & Co. KG
• 11.14 Qualcomm Incorporated
• 11.15 Quectel Wireless Solutions Co., Ltd.
• 11.16 Sierra Wireless
• 11.17 Telit Communications PLC
• 11.18 Valeo SA
• 11.19 Visteon Corporation
• 11.20 ZF Friedrichshafen AG