세계의 자동차 OEM 텔레매틱스 시장 : 기회, 성장 촉진요인, 산업 동향 분석 및 예측(2025-2034년)

The Global Automotive OEM Telematics Market was valued at USD 34.6 billion in 2024 and is estimated to grow at a CAGR of 14.1% to reach USD 125.7 billion by 2034. This growth is fueled by increasing consumer expectations for in-vehicle connectivity, convenience, and smart features. Buyers now demand integrated navigation, infotainment, real-time diagnostics, voice commands, and remote access capabilities in their vehicles. Automakers are meeting this demand by embedding advanced telematics systems directly into their vehicles, transforming them into digitally connected platforms. The integration of IoT technology and smartphones is rapidly reshaping vehicles into interactive, software-driven hubs. As smart mobility gains momentum, OEMs are leveraging embedded telematics to enhance the driving experience and deliver instant connectivity from the moment a vehicle is purchased. This shift has made built-in telematics not just a value-add but a key component of new vehicle design.

Governments worldwide are driving OEMs toward factory-installed telematics systems by enforcing strict safety and tracking regulations. Various mandates require all new vehicles to be equipped with features that support emergency alerts and automatic crash notifications. These legislative moves across countries such as India, Brazil, Russia, and EU nations are establishing connected safety technologies as a global standard, encouraging manufacturers to make telematics integration a priority. As a result, these government actions are not only enhancing public safety but also broadening consumer awareness and acceptance.

The embedded telematics segment generated USD 20 billion in 2024, by offering a seamless, secure, and high-performance solution compared to retrofit alternatives. Built directly into the vehicle's architecture, these systems support continuous monitoring, OTA updates, remote diagnostics, and data gathering in real-time. Automakers prefer these embedded platforms due to their tighter control over vehicle data, better system compatibility, and integration with proprietary vehicle technology. As more vehicles become software-oriented, the demand for natively installed telematics continues to increase, driven by consumer preferences for instant connectivity and smart features from day one.

The passenger vehicles segment accounted for 71% share in 2024. Connectivity is no longer limited to luxury vehicles-compact cars, SUVs, and sedans are increasingly outfitted with integrated telematics from the factory. Even entry-level models are expected to include real-time performance tracking, OTA software capabilities, and remote service features. OEMs are tapping into data generated from daily driving to craft tailored infotainment services, predictive maintenance, and behavior-based insights, allowing for highly customized ownership experiences while unlocking recurring revenue streams.

United States Automotive OEM Telematics Market generated USD 10.5 billion in 2024, which held an 88% share. Leading American OEMs are enhancing their telematics capabilities through both in-house development and strategic technology alliances. These initiatives support the delivery of connected services, including diagnostics, real-time updates, vehicle health monitoring, and driver assistance features. With subscription models increasingly prevalent, automakers are transforming telematics data into dependable income channels, reinforcing the strategic value of integrated digital systems.

Key players actively shaping the Global Automotive OEM Telematics Industry include Tesla, Continental, Mercedes-Benz Group, Robert Bosch, Toyota Motor, Hyundai Motor Company, BMW Group, Ford Motor Company, General Motors, and Volkswagen Group. In the automotive OEM telematics market, companies are adopting multiple strategies to reinforce their competitive positioning and expand market presence. A key approach involves integrating telematics directly into vehicle platforms to deliver factory-installed solutions that enhance user experience and ensure seamless connectivity from day one. Automakers are also investing in proprietary software ecosystems that support over-the-air updates, diagnostics, and data-driven services. Strategic collaborations with tech firms and cloud service providers enable scalable and secure telematics infrastructure.

Table of Contents

Chapter 1 Methodology & Scope

• 1.1 Market scope and definition
• 1.2 Research design
  • 1.2.1 Research approach
  • 1.2.2 Data collection methods
  • 1.2.3 Data mining sources
    • 1.2.3.1 Global
    • 1.2.3.2 Regional/Country
• 1.3 Base estimates and calculations
  • 1.3.1 Base year calculation
  • 1.3.2 Key trends for market estimation
• 1.4 Primary research and validation
  • 1.4.1 Primary sources
• 1.5 Forecast model
• 1.6 Research assumptions and limitations

Chapter 2 Executive Summary

• 2.1 Industry 360⁰ synopsis
• 2.2 Key market trends
  • 2.2.1 Regional
  • 2.2.2 Type
  • 2.2.3 Vehicle
  • 2.2.4 Application
  • 2.2.5 Connectivity
• 2.3 TAM Analysis, 2025-2034
• 2.4 CXO perspectives: Strategic imperatives
  • 2.4.1 Executive decision points
  • 2.4.2 Critical success factors
• 2.5 Future outlook and strategic recommendations

Chapter 3 Industry Insights

• 3.1 Industry ecosystem analysis
  • 3.1.1 Supplier landscape
  • 3.1.2 Profit margin
  • 3.1.3 Cost structure
  • 3.1.4 Value addition at each stage
  • 3.1.5 Factor affecting the value chain
  • 3.1.6 Disruptions
• 3.2 Industry impact forces
  • 3.2.1 Growth drivers
    • 3.2.1.1 Increasing demand for connected vehicles
    • 3.2.1.2 Regulatory push for safety and compliance
    • 3.2.1.3 Monetization of vehicle data through oem services
    • 3.2.1.4 Rise in fleet management solutions and commercial applications
  • 3.2.2 Industry pitfalls and challenges
    • 3.2.2.1 Data privacy and cybersecurity concerns
    • 3.2.2.2 High integration and infrastructure costs
  • 3.2.3 Market opportunities
    • 3.2.3.1 Expansion in emerging markets with growing vehicle connectivity
    • 3.2.3.2 Collaboration with telecom providers for enhanced connectivity
    • 3.2.3.3 Development of subscription-based telematics services
    • 3.2.3.4 Integration with electric and autonomous vehicle platforms
• 3.3 Growth potential analysis
• 3.4 Regulatory landscape
  • 3.4.1 North America
  • 3.4.2 Europe
  • 3.4.3 Asia Pacific
  • 3.4.4 Latin America
  • 3.4.5 Middle East & Africa
• 3.5 Porter's analysis
• 3.6 PESTEL analysis
• 3.7 Technology and innovation landscape
  • 3.7.1 Current technological trends
  • 3.7.2 Emerging technologies
• 3.8 Price trends
  • 3.8.1 By region
  • 3.8.2 By product
• 3.9 Production statistics
  • 3.9.1 Production hubs
  • 3.9.2 Consumption hubs
  • 3.9.3 Export and import
• 3.10 Cost breakdown analysis
• 3.11 Patent analysis
• 3.12 Sustainability and environmental aspects
  • 3.12.1 Sustainable practices
  • 3.12.2 Waste reduction strategies
  • 3.12.3 Energy efficiency in production
  • 3.12.4 Eco-friendly initiatives
  • 3.12.5 Carbon footprint considerations

Chapter 4 Competitive Landscape, 2024

• 4.1 Introduction
• 4.2 Company market share analysis
  • 4.2.1 North America
  • 4.2.2 Europe
  • 4.2.3 Asia Pacific
  • 4.2.4 LATAM
  • 4.2.5 MEA
• 4.3 Competitive analysis of major market players
• 4.4 Competitive positioning matrix
• 4.5 Strategic outlook matrix
• 4.6 Key developments
  • 4.6.1 Mergers & acquisitions
  • 4.6.2 Partnerships & collaborations
  • 4.6.3 New product launches
  • 4.6.4 Expansion plans and funding

Chapter 5 Market Estimates & Forecast, By Type, 2021 - 2034 (USD Million, Units)

• 5.1 Key trends
• 5.2 Embedded telematics
• 5.3 Tethered telematics
• 5.4 Integrated smartphone telematics

Chapter 6 Market Estimates & Forecast, By Vehicle, 2021 - 2034 (USD Million, Units)

• 6.1 Key trends
• 6.2 Passenger cars
  • 6.2.1 Hatchbacks
  • 6.2.2 Sedans
  • 6.2.3 SUV
• 6.3 Commercial vehicles
  • 6.3.1 Light commercial vehicles (LCV)
  • 6.3.2 Medium commercial vehicles (MCV)
  • 6.3.3 Heavy commercial vehicles (HCV)

Chapter 7 Market Estimates & Forecast, By Application, 2021 - 2034 (USD Million, Units)

• 7.1 Key trends
• 7.2 Fleet/asset management
• 7.3 Navigation & infotainment
• 7.4 Vehicle diagnostics
• 7.5 Safety & security
• 7.6 Remote monitoring & control
• 7.7 Emergency assistance (E call)
• 7.8 Usage-based insurance (UBI)

Chapter 8 Market Estimates & Forecast, By Connectivity, 2021 - 2034 (USD Million, Units)

• 8.1 Key trends
• 8.2 3G
• 8.3 4G LTE
• 8.4 5G
• 8.5 Satellite communication

Chapter 9 Market Estimates & Forecast, By Region, 2021 - 2034 (USD Million, Units)

• 9.1 Key trends
• 9.2 North America
  • 9.2.1 U.S.
  • 9.2.2 Canada
• 9.3 Europe
  • 9.3.1 UK
  • 9.3.2 Germany
  • 9.3.3 France
  • 9.3.4 Italy
  • 9.3.5 Spain
  • 9.3.6 Russia
  • 9.3.7 Nordics
• 9.4 Asia Pacific
  • 9.4.1 China
  • 9.4.2 India
  • 9.4.3 Japan
  • 9.4.4 South Korea
  • 9.4.5 ANZ
  • 9.4.6 Southeast Asia
• 9.5 Latin America
  • 9.5.1 Brazil
  • 9.5.2 Mexico
  • 9.5.3 Argentina
• 9.6 MEA
  • 9.6.1 South Africa
  • 9.6.2 UAE
  • 9.6.3 Saudi Arabia

Chapter 10 Company Profiles

• 10.1 Aptiv
• 10.2 BMW Group
• 10.3 Continental
• 10.4 Denso
• 10.5 Ford Motor Company
• 10.6 General Motors
• 10.7 Harman International
• 10.8 Honda Motor Company
• 10.9 Hyundai Motor Company
• 10.10 LG Electronics
• 10.11 Marelli
• 10.12 Mercedes-Benz Group
• 10.13 Nissan Motor
• 10.14 Panasonic Automotive Systems
• 10.15 Robert Bosch
• 10.16 Tesla
• 10.17 Toyota Motor
• 10.18 Valeo
• 10.19 Visteon
• 10.20 Volkswagen Group