자동차용 IoT 시장 : 점유율 분석, 업계 동향 및 통계, 성장 예측(2025-2030년)

According to Mordor Intelligence, the automotive ioT market size stands at USD 189.87 billion in 2025 and is forecast to reach USD 441.67 billion by 2030, advancing at an 18.39% CAGR in that period.

This report is Segmented by Component (Hardware, Software, and Services), Connectivity Form (Embedded, Tethered, and Integrated), Application (Telematics, Infotainment and In-Car Services, Advanced Driver Assistance Systems and Safety, Fleet Management, Predictive Maintenance), Network Technology (Cellular, Bluetooth/BLE, and More), and Geography. The Market Forecasts are Provided in Terms of Value (USD).

Global Automotive IoT Market Trends and Insights

Rapid OEM Shift toward Software-Defined Vehicles

Automakers are rebuilding electrical-electronic (E/E) architectures around centralized domain controllers that allow feature deployment through over-the-air updates, shortening development cycles and unlocking subscription revenues. BMW already pushes quarterly software releases to its full range, mirroring Tesla's long-running update cadence. Centralized networks also simplify hardware variants, lowering bill-of-materials costs and improving in-field diagnostics accuracy. Suppliers are responding: Bosch invested USD 3.39 billion in 2024 to scale its vehicle-cloud platform, while Continental re-skilled 40% of its engineering staff toward software roles. These moves illustrate how competitive advantage is shifting from mechanical prowess to continuous software innovation, reinforcing demand across the Automotive IoT market.

Mandatory eCall and Telematics Regulations

The European Union requires every new car type-approved after March 2018 to ship with eCall, a system that automatically contacts emergency services after a severe crash, cutting average response times by up to 50%. China, Brazil and India enforce comparable rules, and India's AIS-140 mandate covers commercial fleets as well. Because compliance is non-negotiable, volumes are guaranteed even during macroeconomic downturns. This creates scale economies that reduce component prices and broaden IoT inclusion across mid-price segments, sustaining the Automotive IoT market even when discretionary spending slows.

Persistent CAN Bus Legacy Integration Bottlenecks

Controller Area Network links top out near 10 Mbps, a ceiling that constrains high-resolution sensor fusion and continuous data upload. Migrating to automotive Ethernet demands extensive re-validation of safety-critical domains, often stretching platform programs by multiple model years. Volkswagen spent EUR 2 billion over three years to retrofit a centralized network into its MEB architecture, illustrating the substantial transition cost. The lag slows adoption of data-rich functions and temporarily caps total addressable value within the Automotive IoT market.

Other drivers and restraints analyzed in the detailed report include:

1. Falling Cost of Automotive-Grade Cellular Modules
2. Expansion of High-Bandwidth V2X Edge-Cloud Infrastructure
3. Data-Ownership Disputes between OEMs, Dealers and Fleets

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

Segment Analysis

Hardware still delivered 46.83% of Automotive IoT market revenue in 2024, anchored by sensors, gateways, and antennas bundled with every connected platform. Services, however, deliver the fastest upside, advancing at 20.94% CAGR to 2030 as OEMs commercialize data dashboards, feature unlocks, and predictive maintenance subscriptions. The Automotive IoT market size attached to services reflects the widening acceptance of pay-as-you-drive models for navigation, entertainment, and insurance add-ons. Hardware commoditization is visible in falling module ASPs and rising cross-platform interchangeability, compressing margins for tier-one suppliers.

Tesla's vertically integrated full-stack architecture maximizes software capture and sets a benchmark that peers are racing to emulate. Continental responded by reorganizing toward software orchestration, while Bosch earmarked USD 3.39 billion to accelerate middleware toolchains. These moves are designed to secure share of a services-heavy Automotive IoT market, where customer lifetime value depends on active monthly users rather than unit shipments. Outsourcing of non-differentiated hardware production is likely to intensify, freeing resources for cloud analytics, machine-learning personalization, and in-cabin app ecosystems.

Embedded modems equipped 51.34% of connected cars in 2024, confirming consumer appetite for seamless always-on services free from smartphone tethering hassles. The Automotive IoT market share attached to embedded options is supported by automaker desire to control data flows and security keys. Integration-ready architectures, combining embedded baseband boards with replaceable communication front-ends, are accelerating at 20.45% CAGR. They strike a balance between future-proofing and cost control, enabling 5G or satellite module swaps without full redesigns.

Case in point: Ford's switch to embedded 5G in the 2024 F-150 Lightning drove a 60% jump in connected-service enrollment and halved connectivity-related warranty claims. Tethered solutions persist in low-cost vehicles and aftermarket retrofits, but user experience gaps limit incremental revenue potential. As 5G coverage expands, integrated platforms will likely bridge the divide by combining the permanence of embedded SIMs with modular RF front-end flexibility, further lifting the Automotive IoT market.

Complete Report Scope:

• By Component
  • Hardware
  • Software
  • Services
• By Connectivity Form
  • Embedded
  • Tethered
  • Integrated
• By Application
  • Telematics
  • Infotainment and In-Car Services
  • Advanced Driver Assistance Systems (ADAS) and Safety
  • Fleet Management
  • Predictive Maintenance
• By Network Technology
  • Cellular (3G/4G/5G)
  • Wi-Fi / Wi-Fi HaLow
  • Bluetooth / BLE
  • Satellite and GNSS
  • NFC and UWB
• by Geography
  • North America
    • United States
    • Canada
    • Mexico
  • Europe
    • Germany
    • United Kingdom
    • France
    • Italy
    • Spain
    • Russia
    • Rest of Europe
  • Asia-Pacific
    • China
    • Japan
    • India
    • South Korea
    • Australia
    • Rest of Asia-Pacific
  • Middle East and Africa
    • Middle East
      • United Arab Emirates
      • Saudi Arabia
      • Turkey
      • Rest of Middle East
    • Africa
      • South Africa
      • Nigeria
      • Rest of Africa
  • South America
    • Brazil
    • Argentina
    • Rest of South America

Geography Analysis

North America maintains clear leadership with a 39.45% Automotive IoT market share in 2024. Mature 5G coverage, consumer acceptance of subscription models and robust data-governance frameworks underpin adoption. Automaker-tech coalitions such as the high-power charging venture involving BMW, General Motors, Hyundai and others demonstrate a coordinated infrastructure approach that shortens go-to-market cycles for new data services. Policy focus is intensifying on privacy; the proposed Auto Data Privacy and Autonomy Act would require explicit consent for cross-border data transfers, compelling OEMs to reinforce encryption and in-country processing. These measures ensure trust yet raise compliance costs that only large platforms can absorb, favoring incumbents.

Asia-Pacific is the fastest-growing region, posting a 21.78% CAGR through 2030. China's new energy vehicle penetration exceeds 40% of light-vehicle sales and every model must log data to government servers for over-the-air diagnostics. Trade-in subsidies and value-added tax rebates further accelerate replacement cycles. India is preparing to tie Bharat NCAP safety stars to connectivity readiness, which may include V2X handling metrics. Localized telematics service providers are emerging to navigate pricing sensitivities while leveraging fast-growing 4G+ networks. Regional OEMs such as BYD and SAIC integrate IoT gateways at bill-of-materials parity with legacy head units, confirming structural cost advantages that amplify Automotive IoT market momentum.

Europe ranks third in revenue but sets global regulatory tone. The eCall mandate created baseline connectivity while the upcoming Data Act clarifies ownership, potentially unlocking third-party service ecosystems. Suppliers like FORVIA are coupling with Asian OEMs to establish assembly hubs in Hungary, ensuring localized production of IoT-equipped cockpits for export across the EU. Cybersecurity certification under UNECE WP.29 forces continuous patch management, pushing software-update capabilities to the fore. Although overall vehicle sales remain flat, higher attach rates for premium connected options keep the Automotive IoT market expanding steadily.

1. Robert Bosch GmbH
2. Continental AG
3. Denso Corporation
4. Aptiv plc
5. Harman International Industries Incorporated
6. Visteon Corporation
7. Verizon Communications Inc.
8. AT&T Inc.
9. NXP Semiconductors N.V.
10. Intel Corporation
11. Qualcomm Incorporated
12. Vodafone Group Public Limited Company
13. Huawei Technologies Co., Ltd.
14. International Business Machines Corporation
15. LG Electronics Inc.
16. Valeo SE
17. ZF Friedrichshafen AG
18. TomTom N.V.
19. Garmin Ltd.
20. Sierra Wireless, Inc.

Additional Benefits:

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

TABLE OF CONTENTS

1 INTRODUCTION

• 1.1 Study Assumptions and 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 Rapid OEM shift toward software-defined vehicles
  • 4.2.2 Mandatory e-Call and telematics regulations (EU, CN, BR, IN)
  • 4.2.3 Falling cost of automotive-grade cellular modules
  • 4.2.4 Expansion of high-bandwidth V2X edge-cloud infrastructure
  • 4.2.5 Rise of usage-based insurance telematics partnerships
  • 4.2.6 Growing demand for over-the-air (OTA) cybersecurity updates
• 4.3 Market Restraints
  • 4.3.1 Persistent CAN bus legacy integration bottlenecks
  • 4.3.2 Data-ownership disputes between OEMs, dealers and fleets
  • 4.3.3 Semiconductor supply-chain geopolitical volatility
  • 4.3.4 Limited ROI for connected-vehicle services in emerging markets
• 4.4 Supply-Chain Analysis
• 4.5 Technological Outlook
• 4.6 Regulatory Landscape
• 4.7 Porter's Five Forces Analysis
  • 4.7.1 Threat of New Entrants
  • 4.7.2 Bargaining Power of Suppliers
  • 4.7.3 Bargaining Power of Buyers
  • 4.7.4 Threat of Substitutes
  • 4.7.5 Industry Rivalry

5 MARKET SIZE AND GROWTH FORECASTS (VALUE)

• 5.1 By Component
  • 5.1.1 Hardware
  • 5.1.2 Software
  • 5.1.3 Services
• 5.2 By Connectivity Form
  • 5.2.1 Embedded
  • 5.2.2 Tethered
  • 5.2.3 Integrated
• 5.3 By Application
  • 5.3.1 Telematics
  • 5.3.2 Infotainment and In-Car Services
  • 5.3.3 Advanced Driver Assistance Systems (ADAS) and Safety
  • 5.3.4 Fleet Management
  • 5.3.5 Predictive Maintenance
• 5.4 By Network Technology
  • 5.4.1 Cellular (3G/4G/5G)
  • 5.4.2 Wi-Fi / Wi-Fi HaLow
  • 5.4.3 Bluetooth / BLE
  • 5.4.4 Satellite and GNSS
  • 5.4.5 NFC and UWB
• 5.5 by Geography
  • 5.5.1 North America
    • 5.5.1.1 United States
    • 5.5.1.2 Canada
    • 5.5.1.3 Mexico
  • 5.5.2 Europe
    • 5.5.2.1 Germany
    • 5.5.2.2 United Kingdom
    • 5.5.2.3 France
    • 5.5.2.4 Italy
    • 5.5.2.5 Spain
    • 5.5.2.6 Russia
    • 5.5.2.7 Rest of Europe
  • 5.5.3 Asia-Pacific
    • 5.5.3.1 China
    • 5.5.3.2 Japan
    • 5.5.3.3 India
    • 5.5.3.4 South Korea
    • 5.5.3.5 Australia
    • 5.5.3.6 Rest of Asia-Pacific
  • 5.5.4 Middle East and Africa
    • 5.5.4.1 Middle East
      • 5.5.4.1.1 United Arab Emirates
      • 5.5.4.1.2 Saudi Arabia
      • 5.5.4.1.3 Turkey
      • 5.5.4.1.4 Rest of Middle East
    • 5.5.4.2 Africa
      • 5.5.4.2.1 South Africa
      • 5.5.4.2.2 Nigeria
      • 5.5.4.2.3 Rest of Africa
  • 5.5.5 South America
    • 5.5.5.1 Brazil
    • 5.5.5.2 Argentina
    • 5.5.5.3 Rest of South America

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, Products and Services, Recent Developments)
  • 6.4.1 Robert Bosch GmbH
  • 6.4.2 Continental AG
  • 6.4.3 Denso Corporation
  • 6.4.4 Aptiv plc
  • 6.4.5 Harman International Industries Incorporated
  • 6.4.6 Visteon Corporation
  • 6.4.7 Verizon Communications Inc.
  • 6.4.8 AT&T Inc.
  • 6.4.9 NXP Semiconductors N.V.
  • 6.4.10 Intel Corporation
  • 6.4.11 Qualcomm Incorporated
  • 6.4.12 Vodafone Group Public Limited Company
  • 6.4.13 Huawei Technologies Co., Ltd.
  • 6.4.14 International Business Machines Corporation
  • 6.4.15 LG Electronics Inc.
  • 6.4.16 Valeo SE
  • 6.4.17 ZF Friedrichshafen AG
  • 6.4.18 TomTom N.V.
  • 6.4.19 Garmin Ltd.
  • 6.4.20 Sierra Wireless, Inc.

7 MARKET OPPORTUNITIES AND FUTURE OUTLOOK

• 7.1 White-space and Unmet-Need Assessment