커넥티드카 : 시장 점유율 분석, 업계 동향 및 통계, 성장 예측(2026-2031년)

According to Mordor Intelligence, the connected vehicle market size is expected to grow from USD 77.13 billion in 2025 to USD 86.13 billion in 2026 and is forecast to reach USD 149.56 billion by 2031 at an 11.67% CAGR over 2026-2031.

This report is Segmented by Technology Type (5G/C-V2X, 4G/LTE, 3G, and 2G), Application (Driver Assistance, Safety and Security, Telematics and Diagnostics, and More), Connectivity (Integrated, Embedded, and Tethered), Vehicle Connectivity (V2V, V2I, V2P, V2C, and V2G), Vehicle Type, and Geography. Market Forecasts are Provided in Value (USD) and Volume (Units).

Global Connected Vehicle Market Trends and Insights

Global 5G Roll-Outs Enabling High-Bandwidth V2X Services

Since 2024, the 3GPP Release 16 sidelink feature has enabled direct vehicle-to-vehicle messaging with extremely low latency. By the end of 2025, China, with a significant number of active 5G base stations, will lead the charge, with many stations facilitating C-V2X roadside functions . In a bid to enhance pedestrian safety, South Korea allocated substantial funding in 2025 to upgrade numerous intersections with low-latency V2X technology. Meanwhile, in the U.S., the Federal Highway Administration underscored its commitment to digitizing freight corridors by adding several roadside units along a major interstate in 2025 . Due to these advancements, vehicles can now benefit from over-the-air firmware updates, high-definition mapping, and timely hazard alerts.

Regulatory Mandates For eCall & Safety Telematics

European Commission Delegated Regulation 2024/1180, effective January 2025, compels all new light vehicles to migrate from circuit-switched eCall to packet-switched IMS networks, forcing the replacement of 2G and 3G modems with 4G or 5G chipsets . India's AIS-140 Amendment 3 extends real-time tracking and panic-button requirements to passenger cars by April 2026, deepening compliance demand. Russia's ERA-GLONASS upgrade added LTE positioning in 2024, further solidifying the regulatory floor. These rules guarantee baseline connectivity but also raise engineering costs, since UNECE WP.29 Regulation 155 mandates a certified cyber-security management system before type approval. Smaller OEMs must now partner with tier-1 suppliers that already hold ISO/SAE 21434 certification to stay competitive.

Cyber-Security & Data-Privacy Vulnerabilities

In recent times, the European Union Agency for Cybersecurity reported several exploits targeting connected-vehicle gateways. These included remote unlock and immobilizer attacks affecting multiple vehicle models. While ISO/SAE 21434 provides a framework for processes, a TUV SUD audit revealed that a significant portion of tier-2 suppliers were not fully compliant, highlighting potential vulnerabilities. The General Data Protection Regulation (GDPR) imposes substantial fines, acting as a deterrent against aggressive data monetization. Meanwhile, the California Consumer Privacy Act empowers drivers to request the deletion of their trip records, adding complexity to usage-based insurance models. In response, Original Equipment Manufacturers (OEMs) are implementing hardware root-of-trust modules and end-to-end encryption. However, the weight of compliance is delaying the rollout of new features and redirecting R&D budgets towards defensive engineering measures.

Other drivers and restraints analyzed in the detailed report include:

1. Smart-Infrastructure Funding In United States, European Union, And China
2. Consumer Demand for In-Car Infotainment & Connectivity
3. High Cellular Data Costs And OEM-MNO Revenue Conflicts

For complete list of drivers and restraints, kindly check the Table Of Contents.

Segment Analysis

The 4G/LTE segment maintained a 43.47% slice of the connected vehicle market size in 2025, benefiting from mature component pricing and global network coverage. However, 5G/C-V2X units are scaling fast with an 11.69% CAGR through 2031 as OEMs chase latency improvements vital for autonomous driving and advanced driver assistance. Qualcomm's Snapdragon X85, announced in 2025, integrates sidelink and millimeter-wave radios on a 4-nanometer node, cutting power draw by a minimal amount and reducing bill-of-materials by USD 35 relative to earlier discrete designs. Legacy 3G and 2G devices are being sunset, aligning with U.S. and EU shutdown schedules that make continued operation unsustainable.

Premium passenger cars adopt 5G twice as often as light commercial vehicles, but freight operators still favor robust 4G chipsets paired with electronic logging devices. China's mandate for LTE-V2X in new-energy vehicles keeps 4G volumes high, while Europe leans straight into 5G NR-V2X. Dual-mode silicon that supports Release 14 sidelink and Release 17 positioning now adds only USD 15, down from USD 50 in 2023, helping global platforms standardize across regions. As economies of scale build, the connected vehicle market expects 5G modems to overtake 4G share before 2028, reshaping supply chains and semiconductor roadmaps.

Safety and security services held 38.13% of the connected vehicle market size in 2025 as regulatory eCall mandates locked in baseline demand. Over-the-air updates post the quickest climb at an 11.77% CAGR, reflecting the move to software-defined vehicles capable of receiving multi-gigabyte firmware packages. Tesla's fleet alone uploaded more than 4 petabytes of sensor data in 2025, enabling cloud training and rapid feature releases. Driver assistance merges with V2X feeds, as BMW's Highway Assistant now factors real-time work-zone data streamed from roadside units into adaptive speed profiles.

Infotainment and human-machine interface functions are commoditizing under Apple CarPlay and Android Auto dominance, compressing OEM differentiation. Mobility and fleet-management applications consolidate around scaled providers that optimize routing, compliance, and maintenance for millions of commercial vehicles. Meanwhile, telematics and diagnostics shift from aftermarket dongles to factory-installed gateways that stream health data to cloud analytics, cutting unscheduled service visits. Traditional application silos blur as a single update can address security, driveability, and entertainment in one payload, underscoring the growing importance of unified software pipelines.

Geography Analysis

Europe dominated with 34.57% of the connected vehicle market share in 2025. This surge was driven by the eCall packet-switched migration deadlines and the deployment of numerous C-Roads roadside units. These units stream hazard alerts across Germany, Austria, and the Netherlands. Germany boasts the highest density with a significant number of active units along its Autobahn corridors. In contrast, the United Kingdom faces delays, grappling with post-Brexit regulatory differences. Southern European nations are adopting at a slower pace, hindered by consumer resistance to subscription fees.

Asia Pacific posts the fastest 11.75% CAGR through 2031 as China mandates LTE-V2X on new-energy vehicles and channels into V2X infrastructure across Wuxi, Changsha, and Chongqing. Wuxi's 1,200 roadside units cut intersection accidents in 2025, proving safety dividends. Japan and South Korea fund urban V2X pilots that retrofit hundreds of intersections, while India's AIS-140 Amendment 3 extends real-time tracking to passenger cars by 2026, adding a compliance driver.

1. Robert Bosch GmbH
2. Continental AG
3. Denso Corporation
4. Visteon Corporation
5. Samsung Electronics (HARMAN)
6. Qualcomm Technologies Inc.
7. NXP Semiconductors
8. Aptiv PLC
9. ZF Friedrichshafen AG
10. Magna International
11. Infineon Technologies AG
12. AT&T Inc.
13. Verizon Communications Inc.
14. TomTom N.V.
15. Tesla Inc.
16. Toyota Motor Corporation
17. BMW Group
18. Ford Motor Company
19. General Motors Company
20. Huawei Technologies Co. Ltd.

Additional Benefits:

• The market estimate (ME) sheet in Excel format
• 3 months of analyst support

TABLE OF CONTENTS

1 Introduction

• 1.1 Study Assumptions & Market Definition
• 1.2 Scope of the Study

2 Research Methodology

3 Executive Summary

4 Market Landscape

• 4.1 Market Overview
• 4.2 Market Drivers
  • 4.2.1 Global 5G Roll-Outs Enabling High-Bandwidth V2X Services
  • 4.2.2 Regulatory Mandates for Ecall & Safety Telematics
  • 4.2.3 Smart-Infrastructure Funding in US, EU, China
  • 4.2.4 Consumer Demand for In-Car Infotainment & Connectivity
  • 4.2.5 EV-Centric Software-Defined Vehicle Architectures
  • 4.2.6 Insurance-OEM Usage-Based-Insurance Partnerships
• 4.3 Market Restraints
  • 4.3.1 Cyber-Security & Data-Privacy Vulnerabilities
  • 4.3.2 High Cellular Data-Costs And OEM - MNO Revenue Conflicts
  • 4.3.3 Semiconductor Modem Shortages
  • 4.3.4 DSRC Vs C-V2X Spectrum Uncertainty
• 4.4 Value / Supply-Chain Analysis
• 4.5 Regulatory Landscape
• 4.6 Technological Outlook
• 4.7 Porter's Five Forces
  • 4.7.1 Bargaining Power of Suppliers
  • 4.7.2 Bargaining Power of Buyers
  • 4.7.3 Threat of New Entrants
  • 4.7.4 Threat of Substitutes
  • 4.7.5 Competitive Rivalry

5 Market Size & Growth Forecasts (Value (USD) and Volume (Units))

• 5.1 By Technology Type
  • 5.1.1 5G / C-V2X
  • 5.1.2 4G / LTE
  • 5.1.3 3G
  • 5.1.4 2G
• 5.2 By Application
  • 5.2.1 Driver Assistance (ADAS)
  • 5.2.2 Safety and Security
  • 5.2.3 Telematics & Diagnostics
  • 5.2.4 Infotainment & HMI
  • 5.2.5 Mobility & Fleet Management
  • 5.2.6 Over-the-Air (OTA) Updates
• 5.3 By Connectivity
  • 5.3.1 Integrated
  • 5.3.2 Embedded
  • 5.3.3 Tethered
• 5.4 By Vehicle Connectivity
  • 5.4.1 Vehicle-to-Vehicle (V2V)
  • 5.4.2 Vehicle-to-Infrastructure (V2I)
  • 5.4.3 Vehicle-to-Pedestrian (V2P)
  • 5.4.4 Vehicle-to-Cloud (V2C)
  • 5.4.5 Vehicle-to-Grid (V2G)
• 5.5 By Vehicle Type
  • 5.5.1 Passenger Cars
  • 5.5.2 Light Commercial Vehicles
  • 5.5.3 Medium and Heavy Commercial Vehicles
• 5.6 By End Market
  • 5.6.1 OEM-Fitted
  • 5.6.2 Aftermarket
• 5.7 By Geography
  • 5.7.1 North America
    • 5.7.1.1 United States
    • 5.7.1.2 Canada
    • 5.7.1.3 Rest of North America
  • 5.7.2 South America
    • 5.7.2.1 Brazil
    • 5.7.2.2 Argentina
    • 5.7.2.3 Rest of South America
  • 5.7.3 Europe
    • 5.7.3.1 Germany
    • 5.7.3.2 United Kingdom
    • 5.7.3.3 France
    • 5.7.3.4 Italy
    • 5.7.3.5 Spain
    • 5.7.3.6 Rest of Europe
  • 5.7.4 Asia Pacific
    • 5.7.4.1 China
    • 5.7.4.2 India
    • 5.7.4.3 Japan
    • 5.7.4.4 South Korea
    • 5.7.4.5 Rest of Asia Pacific
  • 5.7.5 Middle East and Africa
    • 5.7.5.1 United Arab Emirates
    • 5.7.5.2 Saudi Arabia
    • 5.7.5.3 South Africa
    • 5.7.5.4 Turkey
    • 5.7.5.5 Rest of Middle East and Africa

6 Competitive Landscape

• 6.1 Market Concentration
• 6.2 Strategic Moves
• 6.3 Market Share Analysis
• 6.4 Company Profiles (Includes Global Level Overview, Market Level Overview, Core Segments, Financials as Available, Strategic Information, Market Rank/Share for Key Companies, Products and Services, SWOT Analysis, and Recent Developments)
  • 6.4.1 Robert Bosch GmbH
  • 6.4.2 Continental AG
  • 6.4.3 Denso Corporation
  • 6.4.4 Visteon Corporation
  • 6.4.5 Samsung Electronics (HARMAN)
  • 6.4.6 Qualcomm Technologies Inc.
  • 6.4.7 NXP Semiconductors
  • 6.4.8 Aptiv PLC
  • 6.4.9 ZF Friedrichshafen AG
  • 6.4.10 Magna International
  • 6.4.11 Infineon Technologies AG
  • 6.4.12 AT&T Inc.
  • 6.4.13 Verizon Communications Inc.
  • 6.4.14 TomTom N.V.
  • 6.4.15 Tesla Inc.
  • 6.4.16 Toyota Motor Corporation
  • 6.4.17 BMW Group
  • 6.4.18 Ford Motor Company
  • 6.4.19 General Motors Company
  • 6.4.20 Huawei Technologies Co. Ltd.

7 Market Opportunities & Future Outlook

• 7.1 White-space & Unmet-need Assessment