全球聯網汽車市場：成長預測（2025年）

產業融合與服務化模式重新定義OEM策略，人工智慧改變車載體驗

聯網汽車正在徹底改變汽車產業，從一種交通方式演變為無縫融入用戶生活方式的智慧數位中心。到2025年，我們預計業界將大幅採用車聯網 (V2X)通訊、人工智慧主導的個人化、基於服務的收益模式以及軟體定義汽車 (SDV)，從而實現更安全、更智慧、更沉浸式的車內體驗。這些進步不僅將增強車內互聯互通，還將透過建構一個真正整合的行動出行生態系統來提升車外互聯互通，從而重新定義用戶與汽車、基礎設施和數位服務的互動方式。

本報告深入探討：

• 塑造下一波聯網汽車的關鍵技術、趨勢、功能和服務
• 2024 年市場格局和 2025 年全球/區域預測，以及產業領導者的最佳實踐和策略趨勢
• 區域分析涵蓋北美、歐洲、亞太地區、中國、印度、日本、韓國、南美和世界其他地區
• 影響汽車連結生態系統的新興挑戰
• 互聯服務、人機介面 (HMI)、車載導航以及主要生態系統參與企業（包括原始設備製造商、一級供應商、通訊業者和技術公司）關注領域

本報告分析了來自行業專家（包括原始設備製造商、一級供應商、科技公司和通訊營運商）的洞見，並基於三種核心連接類型（智慧型手機連接、有線連接和嵌入式連接）進行了前瞻性分析。該研究概述了汽車製造商和一級供應商在快速擴張的聯網汽車市場中掌握關鍵成長機會的關鍵策略。

調查範圍

調查內容

• 車輛類型 - 乘用車
• 調查期間：2024-2025年（另有說明除外）
• 基準年：2024年（除非另有說明）
• 預測期間：2025年（除非另有說明）

調查範圍

地理覆蓋範圍

• 北美：美國、加拿大和墨西哥的聯網汽車市場
• 南美洲：該地區的所有國家
• 歐洲：西歐和東歐
• 亞太地區：除中國、印度、日本和韓國以外的所有國家
• 中國、印度、日本、韓國及其他國家：未納入聯網汽車市場的其他地區和國家

成長環境

• 將業務轉化為行動
• 最佳實踐
• 生態系統
• Frost Radar
• 成長機會
• 成長動力

三大戰略要務對全球聯網汽車市場的影響

顛覆性技術

• 原因
• 智慧型手機、家庭娛樂和雲端技術正在改變聯網汽車市場，實現人工智慧助理、即時資訊娛樂和個人化體驗。
• 汽車 V2X 市場中的擴增實境、高級駕駛輔助系統 (ADAS) 和 V2X 連接正在進一步將汽車融入數位生態系統並重新定義車內互動。
• 觀點
• 車載資訊娛樂市場、遊戲和包括環繞 3D 音響和個人化音訊在內的高級音訊服務的興起，正在將汽車演變成一個延伸的生活空間。
• 為了充分利用這一車載互聯趨勢，汽車製造商必須建立戰略夥伴關係，以提升車載體驗。 BMW與 AirConsole 的遊戲夥伴關係，以及沃爾沃與杜比全景聲 (Dolby Atmos) 的合作，都凸顯了合作在這一領域的重要作用。

產業融合

• 為什麼
• 為了增強車載體驗和競爭優勢，原始設備製造商正在將 IT、娛樂、遊戲和純軟體供應商整合到車載連接趨勢的價值鏈中。
• 軟體定義汽車 (SDV) 在 SDV 市場中的興起正在推動這種融合，並使與技術參與者的合作成為一種策略方針。
• 觀點
• 原始設備製造商 (OEM) 正在尋求將夥伴關係擴展到汽車領域之外，與科技和消費性電子公司合作開發滿足互聯生活方式需求的創新數位解決方案。
• 數駕駛座和先進顯示技術的整合有望推動連接技術的革新，並在聯網汽車市場實現身臨其境型的車內體驗。

創新經營模式

• 為什麼
• 汽車產業正從硬體主導模式轉向以軟體為中心的模式，塑造聯網汽車市場的未來。
• 消費者對網路安全、按需功能（FOD）、導航、車輛資料和連網安全的意識不斷增強，直接影響車內決策。
• 觀點
• 以汽車銷售為中心的傳統收益模式正在轉向以服務為基礎的模式，即原始設備製造商 (OEM) 透過數位服務收益。為了應對聯網汽車市場的這種變化，汽車製造商擴大與軟體和雲端服務供應商合作，以加速向連網服務的轉型。
• 展望未來，OEM 將把車聯網服務、FOD 和數據收益視為車聯網發展的關鍵收益驅動力。市場和訂閱式服務正在成為關鍵的成長領域，並透過 AI主導的個人化和車載商務進一步提升客戶參與和盈利。

目錄

成長環境

• 聯網汽車市場展望（2024 年）：預測與結果
• CES 2025 亮點：AI 和 SDV 成為焦點
• 值得注意的法規和規定：概述
• 區域連網汽車市場
• 支持OTA的車輛：區域分析
• 主要OEM夥伴關係
• 連網汽車生態系統及相關市場

改變聯網汽車產業

• 為什麼成長變得越來越困難
• 策略要務
• 三大策略要務對全球聯網汽車產業的影響
• 成長機會推動成長管道引擎

生態系統

• 調查範圍
• 定義：市場區隔

2025年全球經濟展望

• 策略要務
• 十大成長機會
• 2025 年十大趨勢
• 全球GDP成長概況
• 趨勢一：全球GDP成長
• 成長機會1：全球GDP成長
• 趨勢二：通貨膨脹和利率
• 成長機會2：通貨膨脹和利率
• 趨勢三：石油市場
• 成長機會3：石油市場
• 趨勢四：勞動市場
• 成長機會4：勞動市場
• 趨勢五：美元與黃金
• 成長機會五：美元和黃金
• 趨勢六：北美
• 成長機會6：北美
• 趨勢七：拉丁美洲
• 成長機會7：拉丁美洲
• 趨勢8：西歐
• 成長機會8：西歐
• 趨勢九：中東
• 成長機會9：中東
• 趨勢 10：亞洲
• 成長機會10：亞洲
• 2025年國家列表（按地區）

全球聯網汽車法規

• 連線限制概述
• 歐洲數據法

2025年全球聯網汽車展望：趨勢與影響

• 推動全球聯網汽車市場發展的關鍵趨勢
• 趨勢一：5G連線與部署
• 趨勢二：先進的 HMI 語音助理、身臨其境型顯示器、高清地圖以及 AR/VR 整合
• 趨勢三：車載媒體串流
• 趨勢四：聯網汽車中的人工智慧
• 趨勢五：聯網汽車商務與車載支付
• 趨勢六：車上遊戲服務
• 趨勢七：互聯道路安全
• 趨勢8：保險科技的進步
• 趨勢9：軟體定義汽車
• 趨勢 10：汽車應用商店
• 區域趨勢的影響：2025年

成長動力

• 各地區聯網汽車銷售
• 各地區連網汽車普及率
• 產品類型預測
• 按地區分類的產品類型簡介
• 定價和服務模式
• 各地區OTA汽車銷量
• 各地區OTA車輛滲透率
• OTA階段與OEM策略

成長動力：2025年區域預測：經濟、技術與監管

• 區域分析：亞太地區
• 區域分析：中國
• 區域分析：歐洲
• 區域分析：印度
• 區域分析：日本
• 區域分析：北美
• 區域分析：南美洲
• 區域分析：韓國

結論與未來展望：2025 年十大預測

• 主要發現：2025 年十大預測

成長機會

• 成長機會1：人工智慧驅動的個人化與情境智慧
• 成長機會二：車上娛樂系統與聯網汽車商務
• 成長機會三：互聯安全與 V2X 演進

附錄與後續步驟

作者：Parduman Satpal

AI Driving Transformative In-vehicle Experiences as Industry Convergence and Service-based Models Redefine OEM Strategies

Connected vehicles are revolutionizing the automotive industry, evolving from transportation modes to smart, digital hubs that seamlessly integrate with users' lifestyles. In 2025, industry adoption of vehicle-to-everything (V2X) communication, AI-driven personalization, service-based monetization models, and software-defined Vehicles (SDVs) is expected to surge, enabling safer, smarter, and more immersive in-car experiences. These advancements will not only enhance connectivity within the vehicle but also beyond it by fostering a truly integrated mobility ecosystem that redefines how users interact with their cars, infrastructure, and digital services.

This report offers a deep dive into:

• Key technologies, trends, features, and services shaping the next wave of connected vehicles
• Market landscape in 2024 and global/regional projections for 2025, showcasing best practices and strategic moves by industry leaders
• Regional analysis covering North America, Europe, Asia-Pacific, China, India, Japan, South Korea, South America, and the rest of the world
• Emerging challenges impacting the automotive connectivity ecosystem
• Focus areas of key ecosystem players, including OEMs, Tier I suppliers, telco providers, and technology companies, including connected services, human-machine interfaces (HMI), and in-vehicle navigation

Frost & Sullivan analyzes insights from industry experts, including OEMs, Tier I suppliers, technology firms, and telecommunications providers, to present a forward-looking analysis based on three core connectivity types: smartphone, tethered, and embedded. The study outlines critical strategies for automakers and Tier I suppliers to capture key growth opportunities in the fast-expanding connected car market.

Research Scope

Content Present in Points

• Vehicle Type-Passenger Vehicle
• Study Period: 2024-2025 (unless otherwise mentioned)
• Base Year: 2024 (unless otherwise mentioned)
• Forecast Period: 2025 (unless otherwise mentioned)

Scope

Geographic Scope

• NORTH AMERICA: United States, Canada, and Mexico in the context of the connected vehicle market
• SOUTH AMERICA: All countries in the region
• EUROPE: Western and Eastern Europe
• APAC: All countries in the region except China, India, Japan, and South Korea
• CHINA INDIA JAPAN SOUTH KOREA RoW: Other regions and countries not included above in the connected vehicle market

Growth Environment

• Companies to Action Transformation
• Best Practices
• Ecosystem
• Frost Radar
• Growth Opportunities
• Growth Generator

The Impact of the Top 3 Strategic Imperatives on the Global Connected Vehicle Market

Disruptive Technologies

• Why:
• Smartphone, home entertainment, and cloud technologies are transforming the connected vehicles market, enabling AI-powered assistants, real-time infotainment, and personalized experiences.
• AR, advanced driver assistance systems (ADAS), and V2X connectivity in the automotive V2X market are further integrating cars into the digital ecosystem, redefining in-vehicle interactions.
• Frost Perspective:
• With the rise of in-vehicle infotainment market, gaming, and advanced audio services, including surround 3D sound and personalized acoustics, vehicles are evolving into extended living spaces.
• To capitalize on this automotive connectivity trends, automakers must adopt strategic partnerships to enhance in-cabin experiences. Partnerships-such as the BMW-AirConsole collaboration for gaming and the Volvo-Dolby alliance for Dolby Atmos-emphasize the crucial role of cooperation in this field.

Industry Convergence

• Why:
• To enhance in-vehicle experiences and competitiveness, OEMs are integrating IT, entertainment, gaming, and pure-play software providers into their value chain within the automotive connectivity trends.
• The rise of software-defined vehicles (SDVs) in the software-defined vehicles market is accelerating this convergence, making collaboration with technology players a strategic approach.
• Frost Perspective:
• OEMs are considering expanding partnerships beyond the automotive sector, collaborating with technology and consumer electronics firms to develop innovative digital solutions that align with the demand for a connected lifestyle.
• The integration of digital cockpits and advanced display technologies is expected to drive disruptions in connectivity, enabling immersive in-vehicle experiences in the connected vehicle market.

Innovative Business Models

• Why:
• The automotive industry is shifting from a hardware-driven model to a software-centric approach, shaping its future in the connected vehicle market.
• Consumers' growing awareness of cybersecurity, features-on-demand (FODs), navigation, vehicle data, and connected safety directly influences decision-making within the vehicle.
• Frost Perspective:
• The conventional revenue model centered on vehicle sales is shifting toward a service-based approach, with OEMs monetizing digital offerings. To navigate this transformation in the connected vehicles market, automakers increasingly partner with software and cloud providers, accelerating their shift toward connected services.
• Going forward, OEMs will rely on connected services, FODs, and data monetization as their primary revenue streams within the automotive connectivity trends. Marketplaces subscription-based services are emerging as key growth areas, with AI-driven personalization and in-vehicle commerce expected to enhance customer engagement and profitability further.

Table of Contents

Growth Environment

• Connected Car Market Outlook 2024: Forecast vs Actual
• CES 2025 Highlights: AI and SDVs Take Center Stage
• Notable Regulations and Mandates: A Snapshot
• Regional Connected Vehicles Market
• OTA-enabled Vehicles: Regional Analysis
• Key OEM Partnerships
• Connected Vehicle Ecosystem and Related Markets

Transformation in the Connected Vehicles Industry

• Why Is It Increasingly Difficult to Grow?
• The Strategic Imperative
• The Impact of the Top 3 Strategic Imperatives on the Global Connected Vehicles Industry
• Growth Opportunities Fuel the Growth Pipeline Engine

Ecosystem

• Research Scope
• Definitions: Market Segmentation

Global Economic Outlook, 2025

• Strategic Imperatives
• Top 10 Growth Opportunities
• Top 10 Trends for 2025
• Global GDP Growth Snapshot
• Trend 1: Global GDP Growth
• Growth Opportunity 1: Global GDP Growth
• Trend 2: Inflation and Interest Rates
• Growth Opportunity 2: Inflation and Interest Rates
• Trend 3: Oil Markets
• Growth Opportunity 3: Oil Markets
• Trend 4: Labor Market
• Growth Opportunity 4: Labor Market
• Trend 5: US Dollar and Gold
• Growth Opportunity 5: US Dollar and Gold
• Trend 6: North America
• Growth Opportunity 6: North America
• Trend 7: Latin America
• Growth Opportunity 7: Latin America
• Trend 8: Western Europe
• Growth Opportunity 8: Western Europe
• Trend 9: The Middle East
• Growth Opportunity 9: The Middle East
• Trend 10: Asia
• Growth Opportunity 10: Asia
• List of Countries by Region, 2025

Global Connected Vehicle Regulations

• Snapshot of Connectivity Regulations
• European Data Act

Global Connected Vehicle Outlook, 2025: Trends and Implications

• Top Trends Driving the Global Connected Vehicle Market
• Trend 1: 5G Connectivity and Deployment
• Trend 2: Advanced HMI Voice Assistants, Immersive Displays, HD Mapping, AR/VR Integration
• Trend 3: In-vehicle Media Streaming
• Trend 4: Use of AI in Connected Cars
• Trend 5: Connected Vehicle Commerce In-car Payments
• Trend 6: In-vehicle Gaming Services
• Trend 7: Connected Road Safety
• Trend 8: Advancements in Insurtech
• Trend 9: Software-defined Vehicles
• Trend 10: Automotive App Stores
• Impact of Trends by Region: 2025

Growth Generator

• Connected Vehicle Sales by Region
• Connected Vehicle Penetration by Region
• Product Type Forecast
• Product Type Snapshot by Region
• Pricing and Service Models
• OTA-enabled Vehicle Sales by Region
• OTA-enabled Vehicle Penetration by Region
• OTA Phases and OEM Strategies

Growth Generator: Regional Predictions, 2025: Economic, Technology, and Regulatory

• Regional Analysis: APAC
• Regional Analysis: China
• Regional Analysis: Europe
• Regional Analysis: India
• Regional Analysis: Japan
• Regional Analysis: North America
• Regional Analysis: South America
• Regional Analysis: South Korea

Conclusions and Future Outlook: Top 10 Predictions, 2025

• Key Findings: Top 10 Predictions for 2025

Growth Opportunity Universe

• Growth Opportunity 1: AI-driven Personalization and Contextual Intelligence
• Growth Opportunity 2: In-car Entertainment and Connected Vehicle Commerce
• Growth Opportunity 3: Connected Safety and V2X Evolution

Appendix & Next Steps

• Benefits and Impacts of Growth Opportunities
• Next Steps
• List of Exhibits
• Legal Disclaimer

Author: Parduman Satpal