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

According to Mordor Intelligence, the european connected car market size was valued at USD 22.60 billion in 2025 and estimated to grow from USD 26.58 billion in 2026 to reach USD 59.86 billion by 2031, at a CAGR of 17.64% during the forecast period (2026-2031).

This report is Segmented by Technology Type (Navigation, Infotainment, Safety/ADAS, Vehicle Management, Telematics and OTA Updates, and Other Types), Connectivity Type (Integrated, Embedded, Tethered, and Hybrid), Vehicle-Connectivity Scope (V2V, V2I, and V2X), End-User (OEM Factory-Fit, Aftermarket, and More), and Country. The Market Forecasts are Provided in Terms of Value (USD).

Europe Connected Cars Market Trends and Insights

EU eCall and General Safety Regulation Compliance Push

The EU's General Safety Regulation, which has been in force since 2024, obliges every new passenger car and light commercial vehicle to ship with advanced driver assistance features that rely on constant data flow. OEMs, therefore, fit embedded connectivity by default rather than as an option, driving economies of scale that lower hardware cost per vehicle. Continental's newly branded division Aumovio illustrates the commercial response, supplying integrated sensors and connectivity stacks to multiple carmakers. The regulation's pan-European scope removes fragmentation, enabling suppliers to market a single platform across 27 member states. Insurance firms benefit from reliable crash data, which speeds claims handling and fraud detection.

5G Roll-out Enabling Low-latency V2X

Over EUR 3 billion in Connecting Europe Facility Digital funds is earmarked for corridor-wide 5G along 26,000 km of highways, underpinning sub-20 ms latency required for safety-critical vehicle-to-everything (V2X) services. Nordic operators already show near-complete coverage; Denmark stands at 83.4% 5G availability, and Norway approaches 100%. Real-world pilots cut congestion up to 30% as vehicles coordinate with traffic lights. Satellite back-up supplied by the European Space Agency and Deutsche Telekom covers rural zones, closing gaps where terrestrial towers are sparse. While Europe trails North America on standalone 5 G roll-outs, coordinated spectrum plans should lift core-network upgrades beyond 40% coverage by 2027.

GDPR-Driven Privacy and Cybersecurity Concerns

The 2025 EU Data Act compels OEMs to share vehicle data with third parties, yet that same data is now classed as personal when linked to a driver, widening GDPR compliance scope. The Cyber Resilience Act adds life-cycle security obligations for every connected product sold in Europe. Meeting overlapping rules raises engineering cost, especially for smaller tier-2 suppliers. Class-action risk grows: a single sensor misconfiguration could expose movement history or biometric data, triggering regulatory fines of up to 4% of global turnover.

Other drivers and restraints analyzed in the detailed report include:

1. Shift to Software-Defined Vehicles and OTA Updates
2. Rising Demand for Infotainment and Digital Cockpit
3. High Hardware and Subscription Cost of Embedded Units

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

Segment Analysis

Safety and ADAS functions held 31.12% of the European connected car market in 2025, propelled by regulation that mandates automated emergency braking, lane-keeping, and intelligent speed assistance. Across trim lines, brands embed dual-redundant cellular modules, lidar, and camera arrays to meet Euro NCAP targets, lowering per-vehicle connectivity cost and giving every buyer a baseline of connected capability. Telematics and OTA update platforms are the fastest-growing slice, rising at 22.85% CAGR as OEMs shift toward subscription revenue once the vehicle departs the showroom. In this context, the European connected car market size for telematics is projected to add USD 7.42 billion between 2026 and 2031.

A rising focus on fleet efficiency also pushes vehicle-management software. Insurers leverage rich driving telemetry to tailor premiums, supporting adoption in delivery, ride-hailing, and leasing fleets that now refresh vehicles every 36 months instead of the previous 48. Partnerships such as Volkswagen-Valeo-Mobileye illustrate the link between ADAS and software monetization, integrating Level 2+ self-driving as an optional post-purchase feature. Software up-selling, extended warranties, and functional on-demand packages redefine how automakers extract value over the life of each connected car.

Embedded connectivity captured 51.90% of the European connected car market in 2025 because factory-integrated modems give automakers end-to-end control. The architecture ensures uniform user experience, stable over-the-air update paths, and compliance with eCall. However, combining embedded modules with smartphone tethering, hybrid solutions are scaling faster at 23.65% CAGR. This blend preserves embedded safety for crash calls while letting entertainment traffic shift to a user's data plan in weak-coverage regions.

BMW's Ubigi Personal eSIM across 15 European countries is emblematic: a driver can buy a 5G plan through the infotainment screen, while fallback routing leverages the handset if local roaming tariffs spike. Such flexibility is critical in the European connected car market, where wholesale roaming fees vary widely. The European connected car market size attributable to hybrid architectures is expected to triple by 2030, reflecting component price drops and wider consumer acceptance. Tethered-only systems decline in share yet remain relevant in retrofit kits for older fleets and emerging-market imports.

Complete Report Scope:

• By Technology Type
  • Navigation
  • Infotainment
  • Safety/ADAS
  • Vehicle Management
  • Telematics and OTA Updates
  • Other Types
• By Connectivity Type
  • Integrated
  • Embedded
  • Tethered
  • Hybrid (Integrated + Embedded)
• By Vehicle-Connectivity Scope
  • V2V (Vehicle-to-Vehicle)
  • V2I (Vehicle-to-Infrastructure)
  • V2X ( V2C, V2P, and V2G)
• By End-User
  • OEM Factory-fit
  • Aftermarket
  • Fleet Operators/Mobility Providers
• By Country
  • Germany
  • France
  • United Kingdom
  • Italy
  • Spain
  • Netherlands
  • Sweden
  • Norway
  • Rest of Europe

List of Companies Covered in this Report:

1. Continental AG
2. Robert Bosch GmbH
3. Harman International
4. Denso Corporation
5. Autoliv Inc.
6. Aptiv plc
7. Valeo SA
8. ZF Friedrichshafen AG
9. FORVIA (Faurecia)
10. Magna International Inc.
11. Qualcomm Technologies Inc.
12. Ericsson AB
13. Vodafone Group plc
14. Verizon Communications Inc.
15. HERE Technologies
16. TomTom N.V.
17. NXP Semiconductors N.V.
18. Audi AG
19. BMW Group
20. Mercedes-Benz Group AG

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 EU eCall and General Safety Regulation compliance push
  • 4.2.2 5G roll-out enabling low-latency V2X
  • 4.2.3 Shift to Software-Defined Vehicles and OTA updates
  • 4.2.4 Electric vehicle adoption driving connectivity requirements
  • 4.2.5 Rising demand for infotainment and digital cockpit
  • 4.2.6 Usage-based insurance accelerating telematics installs
• 4.3 Market Restraints
  • 4.3.1 GDPR-driven privacy and cybersecurity concerns
  • 4.3.2 High hardware and subscription cost of embedded units
  • 4.3.3 OEM-MNO revenue-sharing stalemate
  • 4.3.4 Coverage gaps on Trans-European corridors
• 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 Buyers
  • 4.7.2 Bargaining Power of Suppliers
  • 4.7.3 Threat of New Entrants
  • 4.7.4 Threat of Substitute Products
  • 4.7.5 Intensity of Competitive Rivalry

5 Market Size and Growth Forecasts

• 5.1 By Technology Type
  • 5.1.1 Navigation
  • 5.1.2 Infotainment
  • 5.1.3 Safety/ADAS
  • 5.1.4 Vehicle Management
  • 5.1.5 Telematics and OTA Updates
  • 5.1.6 Other Types
• 5.2 By Connectivity Type
  • 5.2.1 Integrated
  • 5.2.2 Embedded
  • 5.2.3 Tethered
  • 5.2.4 Hybrid (Integrated + Embedded)
• 5.3 By Vehicle-Connectivity Scope
  • 5.3.1 V2V (Vehicle-to-Vehicle)
  • 5.3.2 V2I (Vehicle-to-Infrastructure)
  • 5.3.3 V2X ( V2C, V2P, and V2G)
• 5.4 By End-User
  • 5.4.1 OEM Factory-fit
  • 5.4.2 Aftermarket
  • 5.4.3 Fleet Operators/Mobility Providers
• 5.5 By Country
  • 5.5.1 Germany
  • 5.5.2 France
  • 5.5.3 United Kingdom
  • 5.5.4 Italy
  • 5.5.5 Spain
  • 5.5.6 Netherlands
  • 5.5.7 Sweden
  • 5.5.8 Norway
  • 5.5.9 Rest of Europe

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, and Recent Developments)
  • 6.4.1 Continental AG
  • 6.4.2 Robert Bosch GmbH
  • 6.4.3 Harman International
  • 6.4.4 Denso Corporation
  • 6.4.5 Autoliv Inc.
  • 6.4.6 Aptiv plc
  • 6.4.7 Valeo SA
  • 6.4.8 ZF Friedrichshafen AG
  • 6.4.9 FORVIA (Faurecia)
  • 6.4.10 Magna International Inc.
  • 6.4.11 Qualcomm Technologies Inc.
  • 6.4.12 Ericsson AB
  • 6.4.13 Vodafone Group plc
  • 6.4.14 Verizon Communications Inc.
  • 6.4.15 HERE Technologies
  • 6.4.16 TomTom N.V.
  • 6.4.17 NXP Semiconductors N.V.
  • 6.4.18 Audi AG
  • 6.4.19 BMW Group
  • 6.4.20 Mercedes-Benz Group AG

7 Market Opportunities and Future Outlook

• 7.1 White-space and Unmet-Need Assessment