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汽車用連接性SoC·NAD·TCU的全球市場 - 第1版
市場調查報告書
商品編碼
1864842

汽車用連接性SoC·NAD·TCU的全球市場 - 第1版

The Automotive Connectivity SoC, NAD and TCU Markets - 1st Edition
出版日期: | 出版商: Berg Insight | 英文 90 Pages | 商品交期: 最快1-2個工作天內

價格

2024年全球乘用車及商用車TCU出貨量達7,440萬台，預計2029年將達到9,500萬台，複合年增長率（CAGR）為5.0%。

本報告分析了全球汽車互聯SoC、NAD和TCU市場，並透過對主要公司的訪談、26家TCU、NAD和SoC供應商的詳細概況、主要供應商的市場佔有率數據以及到2029年的市場預測，提供了深入的見解。

目錄

圖表的清單

摘要整理

第1章 小客車/商用車市場

  • 小客車/商用車市場資料
    • 按地區劃分的車輛使用情況
    • 新車註冊趨勢
  • 汽車OEM車載資通訊系統市場
    • 小客車車載資通訊系統服務
    • 商用車車載資通訊系統服務
  • 車載資通訊系統控制單元(TCU)
    • 硬體設備零組件
    • 軟體和韌體的層
  • 網路技術
    • 蜂巢式技術
    • 車車間通訊(V2X)
    • 全地球導航法衛星系統(GNSS)

第2章 市場預測和趨勢

  • 市場預測
    • TCU的出貨數和收益:各地區
    • TCU的出貨數:網路各技術
  • 市場分析與廠商市場佔有率
    • TCU廠商市場佔有率
    • NAD模組廠商市場佔有率
    • SoC廠商市場佔有率
  • 市場趨勢
    • TCU 的 5G RedCap 即將推出
    • TCU 與資訊娛樂系統的整合在中國廣受歡迎
    • 整合天線的 TCU 佔主導地位
    • 區域架構與軟體定義架構重塑 TCU 設計策略
    • 日益複雜的 ADAS 功能提升了 TCU 安全性的重要性
    • 衛星連線帶來新的機遇
    • 新車評估專案推動 V2X 需求
    • 監管環境促進 OEM 車載資訊系統的應用

第3章 企業的簡介與策略

  • TCU供應商
    • Actia
    • Aumovio (Continental)
    • Bosch
    • Denso
    • Desay SV Automotive
    • Gosuncn WeLink
    • Harman
    • Hyundai Mobis
    • Lear
    • LG Electronics
    • Lan-You Technology
    • Marelli
    • Neusoft Corporation
    • Valeo
    • 附加的TCU供應商
  • NAD模組供應商
    • Cavli Wireless
    • Fibocom
    • Kontron
    • MeiG Smart Technology
    • Quectel
    • Rolling Wireless
    • Sunsea AIoT (SIMCom & Longsung)
    • 附加的NAD模組供應商
  • SoC供應商
    • ASR Microelectronics
    • MediaTek
    • Qualcomm
    • Samsung Electronics
    • UNISOC
  • 縮寫和簡稱的清單

This report focuses on the hardware part of the connected vehicle value chain, and specifically the devices installed by the passenger car and commercial vehicle OEMs. Berg Insight estimates that global shipments of TCUs for both passenger cars and commercial vehicles reached 74.4 million units in 2024. Growing at a CAGR of 5.0 percent, global shipments are expected to reach 95.0 million units in 2029. Get up to date with the latest industry trends in this new 90-page strategy report from Berg Insight.

Highlights from the report:

  • Insights from numerous interviews with market leading companies.
  • Comprehensive overview of the TCU value chain.
  • In-depth analysis of market trends and key developments.
  • Detailed profiles of 26 TCU, NAD and SoC vendors.
  • Market share data covering the leading TCU, NAD and SoC vendors.
  • New data on vehicle populations and new vehicle registrations worldwide.
  • Market forecasts by region lasting until 2029.

Table of Contents

Table of Contents

List of Figures

Executive Summary

1. The Passenger Car and Commercial Vehicle Market

  • 1.1. Passenger car and commercial vehicle market data
    • 1.1.1. Vehicles in use by region
    • 1.1.2. New vehicle registration trends
  • 1.2. The automotive OEM telematics market
    • 1.2.1. Passenger car telematics services
    • 1.2.2. Commercial vehicle telematics services
  • 1.3. Telematics control units (TCUs)
    • 1.3.1. Hardware components
    • 1.3.2. Software and firmware layers
  • 1.4. Network technologies
    • 1.4.1. Cellular technologies
    • 1.4.2. Vehicle-to-Everything (V2X) communications
    • 1.4.3. Global navigation satellite systems (GNSS)

2. Market Forecasts and Trends

  • 2.1. Market forecasts
    • 2.1.1. TCU shipments and revenues by region
    • 2.1.2. TCU shipments by network technology
  • 2.2. Market analysis and vendor market shares
    • 2.2.1. TCU vendor market shares
    • 2.2.2. NAD module vendor market shares
    • 2.2.3. SoC vendor market shares
  • 2.3. Market trends
    • 2.3.1. 5G RedCap for TCUs on the horizon
    • 2.3.2. TCU and infotainment integration gains traction in China
    • 2.3.3. TCUs with integrated antennas gain traction
    • 2.3.4. Zonal and software-defined architectures reshape TCU design strategies
    • 2.3.5. Increasingly complex ADAS features drive the importance of safety for TCUs
    • 2.3.6. Satellite connectivity offers new opportunities
    • 2.3.7. New Car Assessment Programmes drive demand for V2X
    • 2.3.8. The regulatory environment has driven the adoption of OEM telematics

3. Company Profiles and Strategies

  • 3.1. TCU vendors
    • 3.1.1. Actia
    • 3.1.2. Aumovio (Continental)
    • 3.1.3. Bosch
    • 3.1.4. Denso
    • 3.1.5. Desay SV Automotive
    • 3.1.6. Gosuncn WeLink
    • 3.1.7. Harman
    • 3.1.8. Hyundai Mobis
    • 3.1.9. Lear
    • 3.1.10. LG Electronics
    • 3.1.11. Lan-You Technology
    • 3.1.12. Marelli
    • 3.1.13. Neusoft Corporation
    • 3.1.14. Valeo
    • 3.1.15. Additional TCU vendors
  • 3.2. NAD module Vendors
    • 3.2.1. Cavli Wireless
    • 3.2.2. Fibocom
    • 3.2.3. Kontron
    • 3.2.4. MeiG Smart Technology
    • 3.2.5. Quectel
    • 3.2.6. Rolling Wireless
    • 3.2.7. Sunsea AIoT (SIMCom & Longsung)
    • 3.2.8. Additional NAD module vendors
  • 3.3. SoC vendors
    • 3.3.1. ASR Microelectronics
    • 3.3.2. MediaTek
    • 3.3.3. Qualcomm
    • 3.3.4. Samsung Electronics
    • 3.3.5. UNISOC
  • List of Acronyms and Abbreviations

List of Figures

  • Figure 1.1: Vehicle parc by region (2017-2023)
  • Figure 1.2: Top 10 countries by vehicle registrations (2024)
  • Figure 1.3: New vehicle registration data (World 2017-2024)
  • Figure 1.4: Passenger car registrations by manufacturer (EU27+EFTA+UK 2024)
  • Figure 1.5: Passenger car registrations by manufacturer (North America 2024)
  • Figure 1.6: Passenger car registrations by manufacturer (China 2024)
  • Figure 1.7: Car OEM telematics availability in Europe (2025)
  • Figure 1.8: Car OEM telematics availability in North America (2025)
  • Figure 1.9: Car OEM telematics availability in Asia-Pacific (2025)
  • Figure 1.10: Car OEM telematics availability in Latin America (2025)
  • Figure 1.11: Car OEM telematics availability in the Middle East and Africa (2025)
  • Figure 1.12: Examples of TCUs
  • Figure 1.13: Examples of NAD modules
  • Figure 1.14: Cost comparison for NAD modules (2025)
  • Figure 2.1: TCU shipments by region (World 2023-2029)
  • Figure 2.2: TCU revenues by region (World 2023-2029)
  • Figure 2.3: TCU shipments by network technology (World 2023-2029)
  • Figure 2.4: Overview of the TCU supplier ecosystem
  • Figure 2.5: TCU vendor market shares (World 2024)
  • Figure 2.6: NAD module vendor market shares (World 2024)
  • Figure 2.7: SoC vendor market shares (World 2024)
  • Figure 2.8: Comparison of different automotive antenna concepts
  • Figure 2.9: Cellular antennas in Tesla's Model 3 and Model Y
  • Figure 3.1: Actia ACU6-Pro Automotive TCU
  • Figure 3.2: Aumovio telematics control unit
  • Figure 3.3: Example of a Bosch TCU with integrated antennas
  • Figure 3.4: The Harman Ready Connect TCU
  • Figure 3.5: LG Electronics TCU technical roadmap
  • Figure 3.6: Valeo 5G Premium TCU
  • Figure 3.7: MeiG's smart cockpit module roadmap
  • Figure 3.8: Overview of MediaTek's Dimensity Auto platform
  • Figure 3.9: Qualcomm's Snapdragon Auto Connectivity products (Q4-2025)
  • Figure 3.10: QCT revenues by segment (2022-2024)
  • Figure 3.11: Samsung's automotive chip solutions
  • Figure 3.12: UNISOC's cellular automotive chipsets (Q3-2025)