車聯網服務市場機會、成長動力、產業趨勢分析及 2025 - 2034 年預測

2024 年全球連網汽車服務市場規模達 210 億美元，預計到 2034 年將以 10.8% 的複合年成長率成長至 570 億美元。這一成長主要源於從傳統汽車向軟體定義汽車的快速轉變，這極大地重塑了汽車服務的開發、提供和盈利方式。與傳統汽車不同，現代汽車圍繞著自適應軟體平台設計，即使在購買後也能實現即時更新和按需服務。這種動態架構使製造商能夠透過無線更新引入遠端診斷、駕駛輔助和系統升級等功能，從而提高客戶滿意度並擴大服務範圍。因此，在對更智慧、反應更快、更安全的行動解決方案日益成長的需求的推動下，連網汽車服務已成為汽車發展策略的基本組成部分。

消費者越來越期望他們的車輛能夠提供內建的連接功能，以提升駕駛體驗，同時確保安全性和便利性。這種需求轉變促使汽車製造商將資訊娛樂、安全警報、導航和遠端控制等服務直接整合到新車型中。持續更新功能和提供個人化服務的能力正在將汽車轉變為數位平台，並鼓勵基於訂閱的服務模式。製造商現在專注於透過預測性維護警報、使用情況追蹤和語音輔助命令來提升用戶體驗。隨著汽車不斷融入人工智慧和物聯網技術，提供可擴展遠端資訊處理和強大雲端功能的公司將佔據領先地位。此外，圍繞資料隱私、網路安全和車輛安全不斷演變的全球法規正在重塑服務交付模式，有利於擁有符合國際標準的基礎設施和合規準備的公司。向基於服務的產品的轉變為汽車生態系統的長期客戶參與和持續創造收入奠定了基礎。

就服務而言，市場分為遠端操作、安全保障、導航和資訊娛樂、駕駛輔助、車輛管理等。安全保障領域在2024年引領市場，創造了約50億美元的產值，佔了超過25%的總市場。消費者高度重視緊急警報、碰撞偵測、防盜和路邊援助等即時功能，這些功能對感知和實際車輛安全都做出了重要貢獻。這些服務不僅受到個人用戶的重視，也受到車隊營運商和保險公司的重視，他們依靠即時監控進行車輛追蹤、駕駛員行為分析和風險評估。這些功能通常透過提供安心保障來提升顧客偏好和品牌忠誠度。

根據最終用途，車聯網服務市場分為OEM)和售後市場。 2024 年，原廠(OEM)佔據主導地位，佔據近 88% 的整體市場。汽車製造商擴大在生產階段嵌入硬體和軟體，以提供導航、診斷和遠端存取等整合服務。消費者更傾向於使用由值得信賴的製造商預先安裝在車輛上的車聯網服務。原廠 (OEM) 受益於對服務基礎設施的完全控制，使他們能夠獨立提供更新、收集資料和推出新功能，從而增強盈利潛力並加強客戶關係。

車輛連接通常分為嵌入式、有線或整合式。其中，嵌入式連結在2024年引領了市場。這些系統因其能夠透過內建SIM卡和數據機提供持續的網際網路訪問，從而實現不間斷的服務交付而備受青睞。遠端診斷、OTA更新和預測性維護等功能可以無縫交付，從而提升車主體驗。原始設備製造商和車隊管理者都更青睞嵌入式系統，因為它們具有集中控制功能，且無需依賴外部設備即可提供一致的使用者體驗。

依車輛類型分類，市場可分為乘用車、商用車、二輪車、三輪車、非公路用車。由於全球銷售高企，乘用車在2024年引領了市場。隨著大多數新車都配備了互聯系統，對整合服務的需求顯著成長。消費者期望安全通知、駕駛員檔案和行動裝置整合等高級功能成為標配，這促使汽車製造商優先考慮服務捆綁和數位化增強作為關鍵差異化因素。這些數位化產品對於現代汽車行銷策略和客戶維繫工作至關重要。

從地區來看，亞太地區在2024年佔據了最大的市場佔有率，超過35%，其中中國貢獻巨大，預計價值將達到20億美元。該地區擁有強大的生產能力，消費者對連網智慧汽車技術也已做好準備。該地區的製造商正致力於提升其車輛的數位化能力，以滿足日益成長的智慧出行需求。亞太地區的基礎設施，尤其是強大的4G和5G網路，支援連網服務所需的即時資料交換，包括雲端處理、OTA更新和基於位置的功能。

塑造車聯網服務市場的關鍵公司包括 AT&T、博世、寶馬、大陸集團、通用汽車、福特、Geotab、HERE Technologies、哈曼國際和 Verizon Connect。這些公司正在利用先進的遠端資訊處理、雲端基礎設施和基於服務的模式來滿足不斷變化的消費者需求，同時應對各個市場的合規性和資料安全挑戰。

目錄

第1章：方法論與範圍

第2章：執行摘要

第3章：行業洞察

• 產業生態系統分析
• 供應商格局
  • 汽車製造商
  • 汽車技術提供者
  • 雲端和 IT 服務供應商
  • 最終用途
• 利潤率分析
• 川普政府關稅的影響
  • 對貿易的影響
    • 貿易量中斷
    • 報復措施
  • 對產業的影響
    • 供給側影響（原料）
      • 主要材料價格波動
      • 供應鏈重組
      • 生產成本影響
    • 需求面影響（售價）
      • 價格傳導至終端市場
      • 市佔率動態
      • 消費者反應模式
  • 受影響的主要公司
  • 策略產業反應
    • 供應鏈重組
    • 定價和產品策略
    • 政策參與
  • 展望與未來考慮
• 技術與創新格局
• 專利分析
• 重要新聞和舉措
• 用例
  • 保險
  • 共享出行
  • 車隊管理
  • 其他
• 頂級互聯汽車服務
• 監管格局
• 衝擊力
  • 成長動力
    • 向軟體定義汽車轉變
    • 擴充 4G/5G 和 V2X 連接
    • 對車載安全性、便利性和效率的需求不斷增加
    • 車隊管理和商業遠端資訊處理
  • 產業陷阱與挑戰
    • 網路安全與資料隱私風險
    • 技術整合成本高
• 成長潛力分析
• 波特的分析
• PESTEL分析

第4章：競爭格局

• 介紹
• 公司市佔率分析
• 競爭定位矩陣
• 戰略展望矩陣

第5章：市場估計與預測：按服務，2021 - 2034 年

• 主要趨勢
• 安全和保障
• 遠端操作
• 導航和資訊娛樂
• 車輛管理
• 駕駛員輔助
• 其他

第6章：市場估計與預測：依連結性，2021 - 2034 年

• 主要趨勢
• 嵌入式
• 繫留
• 融合的

第7章：市場估計與預測：依車型，2021 - 2034 年

• 主要趨勢
• 搭乘用車
  • 轎車
  • 越野車
  • 掀背車
• 商用車
  • 輕型商用車
  • 平均血紅素 (MCV)
  • 丙型肝炎病毒
• 二輪車和三輪車
• 非公路車輛

第8章：市場估計與預測：依最終用途，2021 - 2034 年

• 主要趨勢
• OEM
• 售後市場

第9章：市場估計與預測：按地區，2021 - 2034 年

• 主要趨勢
• 北美洲
  • 美國
  • 加拿大
• 歐洲
  • 英國
  • 德國
  • 法國
  • 義大利
  • 西班牙
  • 俄羅斯
  • 北歐人
• 亞太地區
  • 中國
  • 印度
  • 日本
  • 澳洲
  • 韓國
  • 東南亞
• 拉丁美洲
  • 巴西
  • 墨西哥
  • 阿根廷
• MEA
  • 阿拉伯聯合大公國
  • 南非
  • 沙烏地阿拉伯

第10章：公司簡介

• AT&T
• BMW
• Bosch
• Continental
• Ford
• General Motors
• Geotab
• Harman
• HERE Technologies
• Hyundai
• Ituran
• Nissan
• Octo Telematics
• Qualcomm
• Sierra Wireless
• SiriusXM Connected Vehicle Services
• Tesla
• Toyota
• Verizon Connect
• Volkswagen
• Zubie

The Global Connected Vehicle Services Market was valued at USD 21 billion in 2024 and is estimated to grow at a CAGR of 10.8% to reach USD 57 billion by 2034. This growth is driven by the increasing transition from traditional vehicles to software-defined vehicles, which has significantly reshaped how automotive services are developed, offered, and monetized. Unlike conventional vehicles, modern vehicles are designed around adaptable software platforms that enable real-time updates and on-demand services even after purchase. This dynamic architecture allows manufacturers to introduce features like remote diagnostics, driver assistance, and system upgrades through over-the-air updates, enhancing both customer satisfaction and service scope. As a result, connected vehicle services have become a fundamental component of automotive development strategies, driven by rising demand for smarter, more responsive, and safer mobility solutions.

Consumers are increasingly expecting their vehicles to offer built-in connectivity features that improve the driving experience while ensuring safety and convenience. This demand shift is compelling automakers to integrate services like infotainment, safety alerts, navigation, and remote controls directly into new models. The ability to continuously update features and provide personalized services is turning vehicles into digital platforms, encouraging subscription-based service models. Manufacturers are now focusing on enhancing user experiences through predictive maintenance alerts, usage tracking, and voice-assisted commands. As vehicles continue to integrate AI and IoT technologies, companies offering scalable telematics and strong cloud capabilities are well-positioned to lead. In addition, evolving global regulations around data privacy, cybersecurity, and vehicular safety are reshaping service delivery models, favoring firms with the infrastructure and compliance readiness to meet international standards. The shift toward service-based offerings is setting the stage for long-term customer engagement and ongoing revenue generation in the automotive ecosystem.

In terms of services, the market is divided into remote operations, safety and security, navigation and infotainment, driver assistance, vehicle management, and others. The safety and security segment led the market in 2024, generating approximately USD 5 billion and capturing over 25% of the total market share. Consumers place high importance on real-time features like emergency alerts, crash detection, theft prevention, and roadside assistance, which contribute significantly to both perceived and actual vehicle safety. These services are valued not only by individual users but also by fleet operators and insurers, who rely on real-time monitoring for vehicle tracking, driver behavior analysis, and risk assessment. These features often drive customer preference and brand loyalty by providing peace of mind.

By end use, the connected vehicle services market is classified into OEM and aftermarket segments. The OEM segment dominated the landscape in 2024, holding nearly 88% of the overall market share. Automakers are increasingly embedding hardware and software at the production stage to deliver integrated services such as navigation, diagnostics, and remote access capabilities. Consumers are more inclined to use connected services when they come pre-installed in the vehicle from a trusted manufacturer. OEMs benefit from full control over the service infrastructure, allowing them to offer updates, collect data, and roll out new features independently, which enhances monetization potential and strengthens customer relationships.

Connectivity in vehicles is typically categorized as embedded, tethered, or integrated. Among these, embedded connectivity led the market in 2024. These systems are favored for their ability to provide continuous internet access via built-in SIM cards and modems, enabling uninterrupted service delivery. Features such as remote diagnostics, OTA updates, and predictive maintenance can be delivered seamlessly, improving the ownership experience. OEMs and fleet managers alike prefer embedded systems for their centralized control and ability to provide a consistent user experience without external dependencies.

By vehicle type, the market is segmented into passenger vehicles, commercial vehicles, two- and three-wheelers, and off-highway vehicles. Passenger vehicles led the market in 2024 due to high global sales volume. As the majority of new vehicles are now equipped with connected systems, the demand for integrated services has expanded significantly. Consumers expect advanced features like safety notifications, driver profiles, and mobile device integration to become standard, which pushes automakers to prioritize service bundling and digital enhancements as key differentiators. These digital offerings are becoming essential to modern automotive marketing strategies and customer retention efforts.

Regionally, Asia Pacific held the largest market share of over 35% in 2024, with China contributing significantly at an estimated value of USD 2 billion. The region benefits from strong production capabilities and high consumer readiness for connected and intelligent automotive technologies. Manufacturers in the region are focusing on enhancing the digital capabilities of their vehicles to cater to growing demands for smart mobility. The infrastructure in Asia Pacific, especially with robust 4G and 5G networks, supports real-time data exchange required for connected services, including cloud processing, OTA updates, and location-based functions.

Key companies shaping the connected vehicle services market include AT&T, Bosch, BMW, Continental, General Motors, Ford, Geotab, HERE Technologies, Harman International, and Verizon Connect. These players are leveraging advanced telematics, cloud infrastructure, and service-based models to meet evolving consumer demands while addressing compliance and data security challenges across markets.

Table of Contents

Chapter 1 Methodology & Scope

• 1.1 Research design
  • 1.1.1 Research approach
  • 1.1.2 Data collection methods
• 1.2 Base estimates & calculations
  • 1.2.1 Base year calculation
  • 1.2.2 Key trends for market estimation
• 1.3 Forecast model
• 1.4 Primary research and validation
  • 1.4.1 Primary sources
  • 1.4.2 Data mining sources
• 1.5 Market scope & definition

Chapter 2 Executive Summary

• 2.1 Industry 360⁰ synopsis, 2021 - 2034

Chapter 3 Industry Insights

• 3.1 Industry ecosystem analysis
• 3.2 Supplier landscape
  • 3.2.1 Automotive manufacturers
  • 3.2.2 Automotive technology providers
  • 3.2.3 Cloud and IT Service providers
  • 3.2.4 End use
• 3.3 Profit margin analysis
• 3.4 Impact of Trump administration tariffs
  • 3.4.1 Impact on trade
    • 3.4.1.1 Trade volume disruptions
    • 3.4.1.2 Retaliatory measures
  • 3.4.2 Impact on industry
    • 3.4.2.1 Supply-side impact (raw materials)
      • 3.4.2.1.1 Price volatility in key materials
      • 3.4.2.1.2 Supply chain restructuring
      • 3.4.2.1.3 Production cost implications
    • 3.4.2.2 Demand-side impact (selling price)
      • 3.4.2.2.1 Price transmission to end markets
      • 3.4.2.2.2 Market share dynamics
      • 3.4.2.2.3 Consumer response patterns
  • 3.4.3 Key companies impacted
  • 3.4.4 Strategic industry responses
    • 3.4.4.1 Supply chain reconfiguration
    • 3.4.4.2 Pricing and product strategies
    • 3.4.4.3 Policy engagement
  • 3.4.5 Outlook & future considerations
• 3.5 Technology & innovation landscape
• 3.6 Patent analysis
• 3.7 Key news & initiatives
• 3.8 Use cases
  • 3.8.1 Insurance
  • 3.8.2 Shared mobility
  • 3.8.3 Fleet management
  • 3.8.4 Others
• 3.9 Top connected vehicles services
• 3.10 Regulatory landscape
• 3.11 Impact forces
  • 3.11.1 Growth drivers
    • 3.11.1.1 Shift toward software-defined vehicles
    • 3.11.1.2 Expansion of 4G/5G and V2X connectivity
    • 3.11.1.3 Increasing demand for in-vehicle safety, convenience and efficiency
    • 3.11.1.4 Fleet management and commercial telematics
  • 3.11.2 Industry pitfalls & challenges
    • 3.11.2.1 Cybersecurity and data privacy risks
    • 3.11.2.2 High cost of technology integration
• 3.12 Growth potential analysis
• 3.13 Porter's analysis
• 3.14 PESTEL analysis

Chapter 4 Competitive Landscape, 2024

• 4.1 Introduction
• 4.2 Company market share analysis
• 4.3 Competitive positioning matrix
• 4.4 Strategic outlook matrix

Chapter 5 Market Estimates & Forecast, By Service, 2021 - 2034 ($Bn)

• 5.1 Key trends
• 5.2 Safety and security
• 5.3 Remote operations
• 5.4 Navigation and infotainment
• 5.5 Vehicle management
• 5.6 Driver assistance
• 5.7 Others

Chapter 6 Market Estimates & Forecast, By Connectivity, 2021 - 2034 ($Bn)

• 6.1 Key trends
• 6.2 Embedded
• 6.3 Tethered
• 6.4 Integrated

Chapter 7 Market Estimates & Forecast, By Vehicle, 2021 - 2034 ($Bn)

• 7.1 Key trends
• 7.2 Passenger vehicle
  • 7.2.1 Sedan
  • 7.2.2 SUV
  • 7.2.3 Hatchback
• 7.3 Commercial vehicle
  • 7.3.1 LCV
  • 7.3.2 MCV
  • 7.3.3 HCV
• 7.4 Two and three wheelers
• 7.5 Off-highway vehicles

Chapter 8 Market Estimates & Forecast, By End Use, 2021 - 2034 ($Bn)

• 8.1 Key trends
• 8.2 OEM
• 8.3 Aftermarket

Chapter 9 Market Estimates & Forecast, By Region, 2021 - 2034 ($Bn)

• 9.1 Key trends
• 9.2 North America
  • 9.2.1 U.S.
  • 9.2.2 Canada
• 9.3 Europe
  • 9.3.1 UK
  • 9.3.2 Germany
  • 9.3.3 France
  • 9.3.4 Italy
  • 9.3.5 Spain
  • 9.3.6 Russia
  • 9.3.7 Nordics
• 9.4 Asia Pacific
  • 9.4.1 China
  • 9.4.2 India
  • 9.4.3 Japan
  • 9.4.4 Australia
  • 9.4.5 South Korea
  • 9.4.6 Southeast Asia
• 9.5 Latin America
  • 9.5.1 Brazil
  • 9.5.2 Mexico
  • 9.5.3 Argentina
• 9.6 MEA
  • 9.6.1 UAE
  • 9.6.2 South Africa
  • 9.6.3 Saudi Arabia

Chapter 10 Company Profiles

• 10.1 AT&T
• 10.2 BMW
• 10.3 Bosch
• 10.4 Continental
• 10.5 Ford
• 10.6 General Motors
• 10.7 Geotab
• 10.8 Harman
• 10.9 HERE Technologies
• 10.10 Hyundai
• 10.11 Ituran
• 10.12 Nissan
• 10.13 Octo Telematics
• 10.14 Qualcomm
• 10.15 Sierra Wireless
• 10.16 SiriusXM Connected Vehicle Services
• 10.17 Tesla
• 10.18 Toyota
• 10.19 Verizon Connect
• 10.20 Volkswagen
• 10.21 Zubie