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

According to Mordor Intelligence, the stolen vehicle recovery market size is expected to grow from USD 10.08 billion in 2025 to USD 10.63 billion in 2026 and is forecast to reach USD 13.83 billion by 2031 at 5.41% CAGR over 2026-2031.

This report is Segmented by Vehicle Type (Passenger Cars, Light Commercial Vehicles, and More), Technology (GPS / GNSS, Cellular (LTE/5G), and More), Security Solution (Tracking and Recovery Devices, Immobilizers, and More), Deployment (OEM-Embedded and More), End-User (Personal Vehicle Owners and More), and Geography. The Market Forecasts are Provided in Terms of Value (USD) and Volume (Units).

Global Stolen Vehicle Recovery Market Trends and Insights

Escalating Vehicle-Theft Incidence Post-Pandemic

Theft volumes surpassed 1 million units in the United States during 2023, the highest tally since 2008, before dropping to 850,708 in 2024 after targeted enforcement campaigns and manufacturer software fixes. Push-button ignition exploits, amplified on social media, highlighted vulnerabilities in certain Hyundai and Kia models and spurred multi-layer security retrofits. Similar spikes were recorded in Victoria, Australia, where electronic re-programming devices allowed criminals to mimic key signals, prompting a 20-year theft high. Technology suppliers responded by integrating real-time immobilization with GPS beacons, producing measurable deterrence, particularly in urban corridors. Therefore, the cyclical nature of theft keeps baseline demand solid for both aftermarket kits and factory-installed recovery modules.

Stringent OEM Telematics/eCall Mandates

Europe's General Safety Regulation II standardizes intelligent speed assistance, emergency braking, and event recorders on every new light vehicle, establishing built-in connectivity that security vendors can repurpose for theft recovery. Russia's ERA-GLONASS and Brazil's SIMRAV provide similar regulatory footholds, while the United States is reviewing V2V communication rules at the Federal Communications Commission. Tier 1 suppliers such as Continental have packaged security features-remote immobilization, stolen-vehicle tracking, and cyber-hardening-as compliance enablers for automakers integrating GSR II functions. These rules create predictable installation volumes and favor long-term OEM alliances over discretionary aftermarket sales.

High Device & Subscription Costs

Price remains the decisive hurdle among lower-income users. LoRa/NB-IoT tags offer multi-year battery life at materially lower costs and spread quickly through Semtech-powered trackers. Verizon Connect has eased entry barriers by introducing month-to-month contracts, helping dealers bundle security without long lock-ins. Even so, many emerging-market buyers weigh security outlays against basic mobility expenditures, tempering overall uptake.

Other drivers and restraints analyzed in the detailed report include:

1. Insurance-Linked Discounts & Partnerships
2. Key-Fob Hacking Surge
3. Data-Privacy Regulations Curbing Continuous Tracking

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

Segment Analysis

Passenger cars retained a 59.64% share in the stolen vehicle recovery market in 2025 revenue, but the motorcycle and power sports segment is growing at a 7.71% CAGR through 2031. Asia-Pacific's dense cities depend on scooters for last-mile transport, elevating theft risk and pushing system fit-outs. Bosch has migrated its eBike battery-lock technology to small-engine vehicles, using Bluetooth authentication to deactivate powertrains when unauthorized movement is detected bosch.com.

Two-wheelers typically lack embedded telematics, so aftermarket GPS beacons and motion sensors fill the gap, often bundled with pay-as-you-go app subscriptions. Declining component prices have reduced total ownership costs, expanding reach into mid-tier models. Fleet delivery services favor tamper-proof immobilizers that reduce downtime, reinforcing the segment's out-performance relative to heavier vehicle classes.

GPS/GNSS solutions represented 62.12% of the stolen vehicle recovery market size in 2025. Yet low-power LoRa and NB-IoT trackers are capturing share at a 9.38% CAGR as they operate on a coin-cell battery for multiple years and transmit indoors where GNSS signals fade. Hybrid devices pair GNSS for localization with LoRa backhaul to trim SIM fees, making them attractive for bikes, trailers, and construction equipment.

Satellite links remain vital for remote mining fleets and maritime cross-border shipments, evidenced by Iridium's 8% commercial IoT subscriber growth to 2.46 million in 2024, iridium.com. Cellular 4G/5G modules support high-bandwidth video and over-the-air firmware updates for premium passenger cars. Suppliers increasingly ship combo boards that automatically switch among LPWAN, cellular, and satellite channels, maximizing coverage while optimizing data-plan economics.

Complete Report Scope:

• By Vehicle Type
  • Passenger Cars
  • Light Commercial Vehicles (LCV)
  • Medium & Heavy Commercial Vehicles (MHCV)
  • Two-Wheelers & Powersports
• By Technology
  • GPS / GNSS
  • Cellular (LTE/5G)
  • RF (VHF/UHF)
  • LoRa / NB-IoT
  • Bluetooth / BLE
  • RFID Tags
  • Ultrasonic
  • Satellite-based
• By Security Solution
  • Tracking & Recovery Devices
  • Immobilizers
  • Alarm Systems
  • Central Locking and Smart Key
  • Intrusion Sensors
  • Battery-Backed Sirens
• By Deployment
  • OEM-Embedded
  • Dealer-Installed
  • Aftermarket Stand-alone
• By End-User
  • Personal Vehicle Owners
  • Fleet Operators and Logistics
  • Rental and Leasing Firms
  • Insurance & Finance Providers
  • Law-Enforcement / Government
• By Geography
  • North America
    • United States
    • Canada
    • Rest of North America
  • South America
    • Brazil
    • Argentina
    • Rest of South America
  • Europe
    • Germany
    • United Kingdom
    • France
    • Italy
    • Spain
    • Russia
    • Rest of Europe
  • Asia-Pacific
    • China
    • India
    • Japan
    • South Korea
    • Australia and New Zealand
    • Rest of Asia-Pacific
  • Middle East and Africa
    • United Arab Emirates
    • Saudi Arabia
    • South Africa
    • Egypt
    • Rest of Middle East and Africa

Geography Analysis

North America contributed a 36.22% share in the stolen vehicle recovery market in 2025 revenue, anchored by embedded telematics penetration and insurer discounts. U.S. thefts fell to 850,708 in 2024 after topping 1 million the prior year, demonstrating the elasticity of theft patterns to coordinated crackdowns and software patches. Over-the-air firmware fixes issued by OEMs such as Hyundai highlight how cloud connectivity can blunt large-scale exploit campaigns without physical recalls. Canada's collaboration with INTERPOL, which repatriated more than 2,000 stolen SUVs and pickups, underscores cross-border trafficking risks and the need for international roaming connectivity.

Europe benefits from the regulatory certainty of General Safety Regulation II. Automakers must now integrate event data recorders and lane-keeping assistance, giving security vendors instant access to power, antennas, and CAN bus data. The European privacy framework, however, elevates compliance overhead. Security providers that adopted zero-knowledge encryption early enjoy a marketing edge in countries such as Germany and the Netherlands, where consumer associations scrutinize data-sharing clauses. Allianz's consumer survey confirms that most drivers will trade data for premium discounts, provided transparency is clear.

Asia-Pacific is growing at 8.92% CAGR through 2031. Chinese OEMs equip electric vehicles with always-connected telemetry as standard, enabling remote diagnoses that double as theft-mitigation channels. India's two-wheeler population exceeds 220 million units, and localized GPS devices priced below USD 30 are rapidly penetrating major metros. Japanese suppliers pioneer ultra-wideband keyless entry chipsets that resist relay attacks, seeding global design templates. South Korean carriers market bundled 5G data plans for car infotainment, adding theft-alert tiers to raise ARPU. INTERPOL's 2024 operation across West Africa found scores of vehicles stolen from APAC ports, reinforcing the necessity of global satellite backup for cross-continental asset recovery.

1. CalAmp (LoJack)
2. Vodafone Automotive S.p.A.
3. Robert Bosch GmbH
4. Verizon Communications Inc.
5. Altron Ltd (Netstar)
6. Geotab Inc.
7. Ituran Location & Control
8. Mix Telematics
9. Spireon Inc.
10. RecovR (Kudelski Group)
11. Teltonika Telematics
12. Trimble Inc.
13. TomTom Telematics
14. Fleet Complete
15. Quartix Technologies

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 Escalating vehicle-theft incidence post-pandemic
  • 4.2.2 Stringent OEM telematics/eCall mandates
  • 4.2.3 Insurance-linked discounts & partnerships
  • 4.2.4 Key-fob hacking surge driving multilayer SVR demand (under-reported)
  • 4.2.5 Subscription & car-sharing fleets need real-time asset recovery (under-reported)
  • 4.2.6 Low-cost LoRa / NB-IoT tags enable mass aftermarket adoption (under-reported)
• 4.3 Market Restraints
  • 4.3.1 High device & subscription costs
  • 4.3.2 Signal jamming / device tampering risk
  • 4.3.3 Data-privacy regulations curbing continuous tracking (under-reported)
  • 4.3.4 OEM-embedded trackers saturating premium segment (under-reported)
• 4.4 Value / Supply-Chain Analysis
• 4.5 Regulatory Landscape
• 4.6 Technological Outlook
• 4.7 Porter's Five Forces
  • 4.7.1 Threat of New Entrants
  • 4.7.2 Bargaining Power of Buyers
  • 4.7.3 Bargaining Power of Suppliers
  • 4.7.4 Threat of Substitutes
  • 4.7.5 Competitive Rivalry Intensity

5 Market Size & Growth Forecasts (Value, USD)

• 5.1 By Vehicle Type
  • 5.1.1 Passenger Cars
  • 5.1.2 Light Commercial Vehicles (LCV)
  • 5.1.3 Medium & Heavy Commercial Vehicles (MHCV)
  • 5.1.4 Two-Wheelers & Powersports
• 5.2 By Technology
  • 5.2.1 GPS / GNSS
  • 5.2.2 Cellular (LTE/5G)
  • 5.2.3 RF (VHF/UHF)
  • 5.2.4 LoRa / NB-IoT
  • 5.2.5 Bluetooth / BLE
  • 5.2.6 RFID Tags
  • 5.2.7 Ultrasonic
  • 5.2.8 Satellite-based
• 5.3 By Security Solution
  • 5.3.1 Tracking & Recovery Devices
  • 5.3.2 Immobilizers
  • 5.3.3 Alarm Systems
  • 5.3.4 Central Locking and Smart Key
  • 5.3.5 Intrusion Sensors
  • 5.3.6 Battery-Backed Sirens
• 5.4 By Deployment
  • 5.4.1 OEM-Embedded
  • 5.4.2 Dealer-Installed
  • 5.4.3 Aftermarket Stand-alone
• 5.5 By End-User
  • 5.5.1 Personal Vehicle Owners
  • 5.5.2 Fleet Operators and Logistics
  • 5.5.3 Rental and Leasing Firms
  • 5.5.4 Insurance & Finance Providers
  • 5.5.5 Law-Enforcement / Government
• 5.6 By Geography
  • 5.6.1 North America
    • 5.6.1.1 United States
    • 5.6.1.2 Canada
    • 5.6.1.3 Rest of North America
  • 5.6.2 South America
    • 5.6.2.1 Brazil
    • 5.6.2.2 Argentina
    • 5.6.2.3 Rest of South America
  • 5.6.3 Europe
    • 5.6.3.1 Germany
    • 5.6.3.2 United Kingdom
    • 5.6.3.3 France
    • 5.6.3.4 Italy
    • 5.6.3.5 Spain
    • 5.6.3.6 Russia
    • 5.6.3.7 Rest of Europe
  • 5.6.4 Asia-Pacific
    • 5.6.4.1 China
    • 5.6.4.2 India
    • 5.6.4.3 Japan
    • 5.6.4.4 South Korea
    • 5.6.4.5 Australia and New Zealand
    • 5.6.4.6 Rest of Asia-Pacific
  • 5.6.5 Middle East and Africa
    • 5.6.5.1 United Arab Emirates
    • 5.6.5.2 Saudi Arabia
    • 5.6.5.3 South Africa
    • 5.6.5.4 Egypt
    • 5.6.5.5 Rest of Middle East and Africa

6 Competitive Landscape

• 6.1 Market Concentration Analysis
• 6.2 Strategic Moves (M&A, JV, Funding)
• 6.3 Market Share Analysis (2024)
• 6.4 Company Profiles {includes Global level Overview, Market level overview, Core Segments, Financials as available, Strategic Information, Market Rank/Share, Products & Services, Recent Developments}
  • 6.4.1 CalAmp (LoJack)
  • 6.4.2 Vodafone Automotive S.p.A.
  • 6.4.3 Robert Bosch GmbH
  • 6.4.4 Verizon Communications Inc.
  • 6.4.5 Altron Ltd (Netstar)
  • 6.4.6 Geotab Inc.
  • 6.4.7 Ituran Location & Control
  • 6.4.8 Mix Telematics
  • 6.4.9 Spireon Inc.
  • 6.4.10 RecovR (Kudelski Group)
  • 6.4.11 Teltonika Telematics
  • 6.4.12 Trimble Inc.
  • 6.4.13 TomTom Telematics
  • 6.4.14 Fleet Complete
  • 6.4.15 Quartix Technologies

7 Market Opportunities & Future Outlook