세계 및 중국의 승용차 T-Box 시장 보고서(2025년)

T-Box Research: T-Box will achieve functional upgrades given the demand from CVIS and end-to-end autonomous driving

ResearchInChina released the "Global and China Passenger Car T-Box Market Report 2025", highlighting:

Global and Chinese T-Box market size forecast;

The demand and impact of automotive V2X, 5G, satellite communications and other functions on T-Box;

T-Box derivative functions required under the new EEA, ;

The market structure of key components such as main control modules, communication modules, and storage modules;

T-Box product strategies of OEMs and domestic and foreign suppliers.

The combined share of top 10 suppliers exceeds 74%

In 2024, the Chinese passenger car T-Box market continued to grow, with an installation rate of 93.3%.

According to the estimated installations, top ten T-Box suppliers in the Chinese passenger car market in 2024 include LGE, Neusoft, Huawei, Jingwei Hirain, Gosuncn, Flaircomm Microelectronics, Valeo, Continental, Lan-You Technology and Denso, with a combined market share of more than 74%.

Amid growing 5G demand, T-Box suppliers enter the 5G era

In 2024, the growth in Chinese 5G market accelerated, and the number of vehicles equipped with 5G communications climbed to 3.59 million, a year-on-year spike of 119.5%. Driven by market demand, T-Box suppliers enter the 5G era. Currently, the suppliers that have mass-produced 5G T-Box mainly include Neusoft, LGE, Huawei, Valeo, JoyNext, etc. Top 5 suppliers occupy a combined share of 70.3%, marking a high level of market concentration.

Neusoft Group has formed a product matrix covering 4G/V2X Box, smart antennas, 5G/V2X Box, and achieved mass production. In 2024, Neusoft T-Box was designated by many OEMs such as Geely, Hongqi, and Great Wall Motor, and undertook overseas OEM projects such as BMW T-Box.

With the advantages in 5G modules, Huawei has achieved breakthroughs in OEMs such as GAC and Changan. Huawei's 5G T-Box module supports functions such as Huawei HiCar and HiLink to connect and control data between mobile phones, cars, and smart homes.

In its 2024 IPO, Flaircomm Microelectronics raised RMB210 million for 5G T-BOX R&D and industrialization projects, focusing on the R&D of 5GNR T-BOX. The 5GNR T-BOX will rely on the company's technology accumulation in the communication field and integrate new technologies such as CAN-FD, Ethernet, and smart antennas.

The construction of CVIS accelerates, promoting the integration of V2X modules and T-Box.

In 2024, China tried to apply "vehicle-road-cloud integration", and C-NCAP included V2X in active safety testing. These two major measures will accelerate the introduction of V2X modules into vehicles. According to statistics, 500,000 passenger cars were equipped with V2X in China in 2024, and brands such as NIO, Ford, Volkswagen, Lincoln, Mercedes-Benz, Audi, Rising Auto, Tank, Hongqi, BMW and Aion have taken the lead in achieving V2X mass production.

At this stage, some OEMs have integrated C-V2X modules into T-Box to realize CVIS functions based on a unified communication protocol under 5G technology. The most typical case is GM T-Box (i.e. The 12th-generation On-Star) that integrates C-V2X modules. In addition, domestic OEMs such as Tank 500 and Aion LX PLUS also adopt this solution.

In the following diagram showing the GM T-Box connection port, X1 is a 20-pin main connector, X2 is an audio and 100BASE-T1 automotive Ethernet connector, X6 is a single-ended C-V2X antenna, and X3 is a 4-antenna connector (cellular communication, DRX, GNSS and C-V2X). X7 is an automotive-grade Gigabit Ethernet connector.

The integration of 5G+V2X modules has become the T-Box focus of various suppliers:

Huawei has launched its C-V2X T-BOX that is compatible with both 4.5G and 5G;

PATEO CONNECT+ has unveiled its 4.5G C-V2X T-Box;

Harman's modular TCU (Telematics Control Unit) accommodates a cellular NAD (Network Access Device) side-by-side Autotalks' second-generation chipset providing C-V2X capabilities.

Neusoft has released the V2X protocol stack (VeTalk) that integrates 5G and independent research and development, launched the 5G/V2X Box, and conducted mass production.

Neusoft's 5G/V2X Box based on a mainstream platform (Qualcomm, MTK, and domestic platforms) can provide customized development of V2X DAY1 and DAY2 scenarios and development of new 5G scenario applications. It also supports overseas ECALL and communication certification, and bolsters overseas Internet of Vehicles functions.

The rise of end-to-end autonomous driving has triggered new demand for T-Box

In 2025, end-to-end autonomous driving emerged. The system directly implements full-process decision-making from sensor input to control output through deep learning models, breaking through the limitations of traditional modular architectures. This technical path puts forward higher requirements for T-Box, the core of the automotive communication and computing.

1. Low-latency, high-bandwidth data transmission capabilities

End-to-end models that process massive sensor data, such as video streams, require 5G-V2X communications to enable low-latency, highly reliable data transmission. T-Box should integrate 5G modules and C-V2X functions to ensure real-time interaction between the vehicle and the cloud, and between the vehicle and infrastructure, and to support the rapid response of autonomous driving algorithms.

At the same time, T-Box needs to communicate efficiently with automotive sensors and domain controllers through high-speed networks such as automotive Ethernet to reduce data transmission delays.

In areas without cellular network coverage (such as remote mountainous areas), T-Box should integrate low-orbit satellite communication modules (such as Starlink technology) to ensure the continuity of the end-to-end system.

2. Multi-sensor fusion and data processing support

End-to-end autonomous driving requires T-Box to integrate multi-source sensor data(such as cameras, radars, IMUs, etc.) to provide comprehensive input information for AI models.

T-Box should have edge computing capabilities to pre-process sensor data, reduce the burden on the cloud and central processor, and ensure real-time performance.

3. Edge computing and heterogeneous computing power upgrade

The next-generation T-Box supports lightweight model reasoning by integrating the NPU (neural processing unit). For example, Lan-You Technology's YDU 2.0 enables driving-parking integration through edge computing.*Local storage and cache optimization

End-to-end models frequently call HD maps and historical trajectory data. T-Box connects SSD via a PCIe interface to attain TB-level local cache.

In summary, under the demand for high-level Internet of Vehicles in the future, T-Box will continue to evolve:

In terms of communication, 5G RedCap is expected to replace Cat.4 to meet L2 and below connectivity, and 5G A and 6G will support real-time decision-making for higher-level autonomous vehicles;

In terms of architecture, T-Box is integrated with the smart cockpit domain, smart driving domain, or central computing platform; with gradually virtualized functions, it has become a software module on the central OS;

By function, it integrates with V2G, AR/VR and other in-vehicle and out-of-vehicle facility data, becoming the nerve center for full-dimensional interconnection between the vehicle and the outside.

Table of Contents

1 Overview and Market of T-Box

• 1.1 Definition and System Architecture of T-Box
  • 1.1.1 System Architecture of T-Box
  • 1.1.2 Software and Hardware System Architecture of T-Box
  • 1.1.3 T-Box Workflow
• 1.2 Communication between T-Box and CAN
• 1.3 Development History of T-Box
• 1.4 T-Box Policies
• 1.5 Network Access Statistics of T-Box in China
  • 1.5.1 Network Accesses of T-Box
  • 1.5.2 Rankings of T-Box Vendors
  • 1.5.3 Rankings of 5G T-Box Vendors
  • 1.5.4 5G T-Box Vendors with Network Access Licenses
• 1.6 Overview of T-Box Market
  • 1.6.1 China T-Box Installations and Installation Rate, 2022-2029E
  • 1.6.2 Forms of T-Box Installed on Production Passenger Cars in China as Percentages, 2024
  • 1.6.3 Top 15 Brands in China by T-Box Installations
  • 1.6.4 Top 15 Models in China by T-Box Installations
  • 1.6.5 Models Installed with T-Box in China by Price
• 1.7 Stand-alone T-Box Market
  • 1.7.1 China's Stand-alone T-Box Installations and Installation Rate, 2022-2029E
  • 1.7.2 Top 15 Brands in China by Stand-alone T-Box Installations
  • 1.7.3 Top Models in China by Stand-alone T-Box Installations
  • 1.7.4 Models Installed with Stand-alone T-Box in China by Price
• 1.8 V2X T-Box Market
  • 1.8.1 V2X T-Box Market
  • 1.8.2 China's T-Box Installations and Installation Rate, 2022-2024
  • 1.8.3 Top Brands in China by V2X T-Box Installations
  • 1.8.4 Top 15 Models in China by V2X T-Box Installations
  • 1.8.5 Models Installed with V2X T-Box in China by Price
• 1.9 5G T-Box Market
  • 1.9.1 China's 5G T-Box Installations and Installation Rate, 2022-2024
  • 1.9.2 Top 15 Brands in China by 5G T-Box Installations
  • 1.9.3 Top Models in China by 5G T-Box Installations
  • 1.9.4 Models Installed with 5G T-Box in China by Price
• 1.10 Market for Other Forms of T-Box
  • 1.10.1 T-Box Market
• 1.10. 2 Smart Antenna
  • 1.10.3 T-Box (with High-precision Positioning) Market
  • 1.10.4 Domain Controller (with Communication Module) Market
  • 1.10.5 IVI (with Communication Module) Market
• 1.11 Typical T-Box Solutions of OEMs
  • 1.11.1 OEM 1
  • 1.11.2 OEM 2
  • 1.11.3 OEM 3
  • 1.11.4 OEM 4
  • 1.11.5 OEM 5
  • 1.11.6 OEM 6
  • 1.11.7 OEM 7
  • 1.11.8 OEM 8

2 5G T-Box Market

• 2.1 5G Communication Module
  • 2.1.1 5G Communication Module for T-Box
  • 2.1.2 5G Communication Module Comparison
• 2.2 5G T-Box
  • 2.2.1 5G T-Box Cost Analysis
  • 2.2.2 OEM 5G T-Box Penetration Rate and Solution
  • 2.2.7 Automotive 5G T-Box Price Trend
  • 2.2.8 Automotive 5G T-Box Market Size
  • 2.2.9 Typical Cases of 5G T-Box
• 2.3 5G RedCap Communication Module
  • 2.3.1 5G RedCap Communication Module Commercialization Process
  • 2.3.2 5G RedCap Communication Module Price Prediction
  • 2.3.3 5G RedCap Planning of Domestic and Foreign Network Operators
  • 2.3.4 Cost Difference between 5G Redcap and 5GeMBB

3 Collaborative Development of Vehicle-road-cloud Integration and T-Box

• 3.1 Definition and Technical Architecture of Vehicle-road-cloud Integration
  • 3.1.1 Hierarchical Architecture of Vehicle-road-cloud System (Cloud, Road Test, Vehicle)
  • 3.1.2 Core Role of T-Box in Vehicle-road-cloud System
• 3.2 Policy-driven National-level Pilot
  • 3.2.1 Summary of National Policies in 2024
  • 3.2.2 In-depth Analysis on Local Cases
• 3.3 Technical Requirements for T-Box in Vehicle-road-cloud System
  • 3.3.1 Automotive-level Functional Safety and Communication Standards
  • 3.3.2 Comparison between Technical Solutions of Typical OEMs
• 3.4 Application Scenarios and Business Closed-loop Exploration
  • 3.4.1 Commercial Scenarios
  • 3.4.2 Cost Sharing Model Innovation
• 3.5 Automotive V2X Equipment Forms and Cases

4 Global T-Box Suppliers

• 4.1 LG
  • 4.1.1 Profile
  • 4.1.2 Automotive Business
  • 4.1.3 T-Box Features and Customers
  • 4.1.4 T-Box Solution Application Cases
  • 4.1.5 Dynamics of 5G T-Box
• 4.2 Denso
  • 4.2.1 Profile
  • 4.2.2 Products
  • 4.2.3 T-Box
  • 4.2.4 T-Box Solution Application Cases
• 4.3 Continental
  • 4.3.1 Profile
  • 4.3.3 T-Box Portfolio
  • 4.3.3 Features and Customers of T-Box
  • 4.3.3 T-Box
  • 4.3.5 T-Box Solution Application Case 1
  • 4.3.6 T-Box Solution Application Case 2
• 4.4 Valeo
  • 4.4.1 Profile
  • 4.4.2 T-Box Features and Customers
  • 4.4.3 T-Box
• 4.5 Harman
  • 4.5.1 Profile
  • 4.5.2 T-Box
  • 4.5.3 T-Box Solution Application Cases
• 4.6 Visteon
  • 4.6.1 Profile
  • 4.6.2 T-Box
• 4.7 Bosch
  • 4.7.1 Profile
  • 4.7.2 T-Box and Software
  • 4.7.3 Dynamics of Automotive Computing Platform and 5G
• 4.8 Ficosa
  • 4.8.1 Profile
  • 4.8.2 T-Box and Customers

5 Chinese T-Box Suppliers

• 5.1 Neusoft Group
  • 5.1.1 Profile
  • 5.1.2 T-Box
  • 5.1.3 5G V2X T-BOX
  • 5.1.4 VeTalk (V2X Software Protocol Stack)
  • 5.1.5 C-V2X Intelligent Terminal
  • 5.1.6 T-Box OEM Customers and Cooperation Cases
• 5.2 Lan-You Technology
  • 5.2.1 Profile
  • 5.2.2 Intelligent Parts
  • 5.2.3 4G/5G T-Box Matrix
  • 5.2.4 Introduction to 4G/5G T-Box
  • 5.2.5 Specifications of 4G/5G T-Box
  • 5.2.6 Automotive Intelligent Antenna
  • 5.2.7 T-Box Automaker Customers
  • 5.2.8 Development Layout of Automotive Intelligent Connectivity (1)
  • 5.2.9 Development Layout of Automotive Intelligent Connectivity (2)
• 5.3 Gosuncn IoT
  • 5.3.1 Profile
  • 5.3.2 T-Box Layout
  • 5.3.3 5G T-Box
  • 5.3.4 4G T-Box
  • 5.3.5 T-Box Customers
• 5.4 Flaircomm Microelectronics
  • 5.4.1 Profile
  • 5.4.2 Operation
  • 5.4.3 Technology and Product Evolution
  • 5.4.4 Products and Services
  • 5.4.5 EEA Roadmap
  • 5.4.6 Information Communication Domain Solution
  • 5.4.7 IoV Service Solution
  • 5.4.8 IoV Intelligent Terminals
  • 5.4.9 T-Box
  • 5.4.10 T-Box 1.0&2.0
  • 5.4.11 T-Box 3.6&4.0
  • 5.4.12 Added Value and Core Competitiveness of T-Box
  • 5.4.13 T-Box Price
  • 5.4.14 5G T-Box
  • 5.4.15 T-BOX and IoV Customers
  • 5.4.16 T-Box R&D Projects and Investment
• 5.5 Jingwei Hirain
  • 5.5.1 Profile
  • 5.5.2 Development History
  • 5.5.3 Automotive Electronic Accessories
  • 5.5.4 T-Box Layout
  • 5.5.5 T-Box (1)
  • 5.5.6 T-Box (2)
  • 5.5.7 T-Box (3)
  • 5.5.8 T-Box Automaker Customers
  • 5.5.9 Major Customers
• 5.6 Desay SV
  • 5.6.1 Profile
  • 5.6.2 Intelligent Driving Business Layout
  • 5.6.3 5G T-Box and Customers
  • 5.6.4 T-BOX Patents
• 5.7 FinDreams Technology
  • 5.7.1 Profile
  • 5.7.2 Internet of Vehicles Products
  • 5.7.3 5G V2X TBOX
• 5.8 Shanghai Changxing Software
  • 5.8.1 Profile
  • 5.8.2 Internet of Vehicles Solutions
  • 5.8.4 T-Box
  • 5.8.4 T-BOX Customers
• 5.9 Honghu Technology
  • 5.9.1 Profile
  • 5.9.2 T-Box
  • 5.9.3 IoV Solution Based on T-Box
  • 5.9.4 T-Box Automaker Customers
• 5.10 Sirun
  • 5.10.1 Profile
  • 5.10.2 Overseas Internet of Vehicles Products
  • 5.10.3 Hardware Products
  • 5.10.4 T-Box Evolution
  • 5.10.5 T-Box Architecture and Software Architecture
  • 5.10.6 T-Box Production and Capacity
  • 5.10.7 T-Box and Customers
  • 5.10.8 5G T-Box
  • 5.10.9 5G-V2X Automotive Terminals
  • 5.10.10 OBU
  • 5.10.11 V2X Cloud Control Platform
  • 5.10.12 Intelligent Connectivity Open Platform
  • 5.10.13 Intelligent Connectivity Open Platform
  • 5.10.14 Cooperation Dynamics
• 5.11 PATEO CONNECT+
  • 5.11.1 Profile
  • 5.11.2 Data Products
  • 5.11.3 T-Box
  • 5.11.4 4G T-Box
  • 5.11.5 V2X T-Box
  • 5.11.5 Major T-Box Customers
  • 5.11.7 5G V2X T-Box
• 5.12 Intest
  • 5.12.1 Profile
  • 5.12.3 T-Box
  • 5.12.3 Other Communication Products (1)
  • 5.12.4 Other Communication Products (2)
  • 5.12.5 IoV Solution Based on T-Box
  • 5.12.6 New Energy Vehicle Time-sharing Rental Solution
  • 5.12.7 T-BOX Information Security Protection System
  • 5.12.8 T-Box Automaker Customers
  • 5.12.9 Dynamics
• 5.13 Joynext
  • 5.13.1 Profile
  • 5.13.2 Global Layout
  • 5.13.3 5G T-Box and Customers
  • 5.13.4 nVision 3A-5G + V2X Integrated Digital Smart Antenna Solution
  • 5.13.5 nVision3-5G+V2X and CVIS Solutions
• 5.14 Hopechart
  • 5.14.1 Profile
  • 5.14.2 Revenue
  • 5.14.3 New energy Internet of Vehicles System Solutions
  • 5.14.4 T-Box
  • 5.14.5 Research Results and Projects under Development
  • 5.14.6 Dynamics of 5G T-Box and Vehicle Customers
• 5.15 Yaxon Zhilian
  • 5.15.1 Profile
  • 5.15.3 T-Box
  • 5.15.3 5G/V2X Vehicle-to-Road Communication Solution
  • 5.15.4 vehicle-cloud Coordinated Information Security Solution
• 5.16 BICV
  • 5.16.1 Profile
  • 5.16.2 Products and Services
  • 5.16.3 Positioning Communication Products
  • 5.16.4 T-Box
  • 5.16.5 Communication-Navigation Integrated Positioning Terminal
  • 5.16.6 T-Box Customers
• 5.17 SEG SMARTECHS
  • 5.17.1 Profile
  • 5.17.4 T-Box
  • 5.17.3 T-Box
  • 5.17.4 High-precision Positioning T-Box
  • 5.17.5 5G/V2X T-Box
• 5.18 Beescloud
  • 5.18.1 Profile and T-Box
• 5.19 NEBULA LINK
  • 5.19.1 Profile
  • 5.19.2 Next-generation Intelligent Automotive Terminal
  • 5.19.3 Advanced V2X Automotive Communication System
• 5.20 Asensing
  • 5.20.1 Profile
  • 5.20.2 T-Box

6 Industry Chain, Summary and Development Trends of T-Box

• 6.1 T-Box Industry Chain
• 6.2 Cost Composition of T-Box
• 6.3 Key Components of T-Box
• 6.4 Key Components of T-Box: Communication Module
  • 6.4.1 T-Box Market's Demand for Communication Module
  • 6.4.2 Automotive Communication Module Competitive Landscape
  • 6.4.3 Communication Module Price
  • 6.4.4 5G RedCap Communication Module
  • 6.4.5 5G RedCap Communication Module: Commercialization Process
  • 6.4.6 5G RedCap Communication Module: Price Prediction
  • 6.4.7 Communication Module for T-Box
  • 6.4.8 T-Box Business of Communication Module Suppliers
• 6.5 Key Components of T-Box: Control Module (Automotive-grade MCU)
  • 6.5.1 T-Box Market's Demand for Automotive-grade MCU
  • 6.5.2 Automotive-grade MCU Competitive Landscape
  • 6.5.3 Case 1
  • 6.5.4 Case 2
  • 6.5.5 Case 3
  • 6.5.6 Case 4
  • 6.5.7 Case 5
  • 6.5.8 Case 6
  • 6.5.9 Case 7
  • 6.5.10 Case 8
  • 6.5.11 Case 9
  • 6.5.12 Case 10
  • 6.5.13 Case 11
  • 6.5.14 Case 12
  • 6.5.15 Case 13
• 6.6 Key Components of T-Box: Storage Module
  • 6.6.1 T-Box Market's Demand for Storage Module
  • 6.6.2 Storage Module Competitive Landscape
  • 6.6.3 Case 1
  • 6.6.4 Case 2
  • 6.6.5 Case 3
  • 6.6.6 Case 4
• 6.7 Key Components of T-Box: Power Module
  • 6.7.1 T-Box Market's Demand for Power Supply Module
  • 6.7.2 Power Supply Module Competitive Landscape
  • 6.7.3 Case 1
  • 6.7.4 Case 2
  • 6.7.5 Case 3
• 6.8 Key Components of T-Box: Connection Interface
  • 6.8.1 T-Box Market's Demand for Connection Interface
  • 6.8.2 Connection Interface Competitive Landscape
  • 6.8.3 Case 1
  • 6.8.4 Case 2
  • 6.8.5 Case 3
• 6.9 Solution Summary of T-Box Suppliers
• 6.10 China and Global T-Box Market Size and Trends
• 6.11 Competitive Landscape of T-Box Market and Segments
• 6.12 Development Trends of T-Box
  • 6.12.1 Trend 1
  • 6.12.2 Trend 2
  • 6.12.3 Trend 3
  • 6.12.4 Trend 4
  • 6.12.5 Trend 5
  • 6.12.6 Trend 6
  • 6.12.7 Trend 7
  • 6.12.8 Trend 8