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市場調查報告書
商品編碼
1880419
電動車用通訊系統市場預測至2032年:按組件、連接解決方案、動力類型、車輛類型、應用、銷售管道和地區分類的全球分析Electric Vehicle Telematics Market Forecasts to 2032 - Global Analysis By Component, Connectivity Solution, Propulsion Type, Vehicle Type, Application, Sales Channel, and By Geography |
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根據 Stratistics MRC 的一項研究,預計到 2025 年,全球電動車用通訊系統市場價值將達到 151 億美元,到 2032 年將達到 604 億美元。
預計在預測期內,電動車用通訊系統將以 21.9% 的複合年成長率成長。該技術專注於連接解決方案,用於收集和分析電動車的即時數據,包括電池狀態、消費量、充電行為、位置和駕駛模式。它為汽車製造商、車隊營運商、保險公司和服務供應商賦能。其優點包括最佳化充電和路線規劃、延長電池壽命、降低營運成本、預測性維護、改善用戶體驗,以及增強電動車融入車隊策略和能源系統的能力。
充電基礎設施整合
車載資訊系統與這些網路的整合度日益提高,使駕駛者能夠透過車載資訊娛樂系統查找可用充電樁、查看即時路況並進行便利支付。這種整合顯著降低了里程焦慮,並提升了整體用戶體驗。因此,擁有電動車變得更加實用和吸引人,從而推動了提供這些關鍵連接服務的車載資訊解決方案的普及,並直接促進了市場成長。
高成本且整合複雜
快速普及的主要障礙在於車載資訊系統硬體所需的大量前期投資,以及將這些系統與現有車輛架構和企業軟體整合的複雜過程。對車隊營運商而言,這筆前期成本可能構成一大障礙,尤其是對中小企業而言。此外,這些系統的複雜性通常需要專門的技術知識進行安裝和維護,從而帶來額外的營運難題。這種財務和技術負擔會減緩市場滲透速度,尤其是在價格敏感型細分市場。
基於使用量的保險的成長
基於使用量的保險(UBI)的興起為車載資訊服務供應商開闢了一條重要的成長途徑。保險公司擴大根據實際駕駛數據(例如里程、煞車習慣和時間)提案個人化保費,這些數據直接從車載資訊服務設備收集。這為消費者創造了極具吸引力的價值提案,促使他們採用車載資訊服務以換取潛在的成本節省。此外,這也為車載資訊服務公司提供了透過與保險公司合作開發新的收入來源並顯著擴大市場覆蓋範圍的機會。
透過與保險公司的合作,我們正在創造新的收入來源,並大幅擴大我們的市場規模。
網路可靠度挑戰
車載資訊系統的有效性完全依賴於穩定可靠的蜂窩網路連接。網路延遲、農村或地下區域的通訊盲區,甚至服務中斷都可能導致關鍵資料傳輸失敗,從而阻礙即時車輛追蹤、遠距離診斷和緊急應變服務等核心功能。這些可靠性問題會削弱用戶對該技術的信任,導致服務不滿,如果無法妥善解決,還會對市場聲譽和成長構成重大威脅。
疫情初期,由於供應鏈瓶頸和新車產量暫時下降,電動車遠端資訊處理市場受到衝擊,硬體安裝速度也隨之放緩。然而,這場危機隨後加速了車隊管理的數位轉型。隨著對營運效率和非接觸式監控需求的日益成長,企業擴大採用遠端資訊處理技術進行路線最佳化和遠端資產管理。這種優先事項的轉變幫助市場復甦,並為後疫情時代的強勁成長奠定了基礎。
預計在預測期內,硬體細分市場將佔據最大的市場佔有率。
預計在預測期內,硬體部分將佔據最大的市場佔有率。這些組件較高的初始單位成本及其在車輛資料收集中的關鍵作用,是其主導的主要原因。隨著車載資訊系統在新電動車中成為標配,以及諸如eCall之類的嵌入式系統(尤其是在歐洲)成為強制性配置,硬體出貨量持續成長。這一穩定的安裝基礎確保了該細分市場繼續保持收入主導。
預計在預測期內,純電動車(BEV)細分市場將實現最高的複合年成長率。
由於純電動車(BEV)在全球脫碳策略中扮演核心角色,預計在預測期內,BEV細分市場將實現最高的成長率。 BEV的核心功能,例如電池狀態監控、續航里程預測和充電過程管理,都依賴先進的車載資訊系統。此外,政府補貼和汽車製造商(OEM)積極推動產品電氣化的計劃,也正在迅速推動BEV的銷售。這種直接關聯使得BEV細分市場成為車載資訊系統市場擴張的主要驅動力,預計其成長速度將顯著高於其他車輛動力方式。
預計在預測期內,歐洲地區將佔據最大的市場佔有率。這一主導地位得益於嚴格的政府法規,例如eCall強制令(要求所有新車都必須配備車載資訊系統)。此外,政府透過補貼大力支持電動車的普及,以及快速擴展的充電基礎設施,都為電動車的發展創造了有利環境。主要汽車製造商的存在以及精通技術的消費者群體,進一步鞏固了歐洲作為電動汽車車載資訊系統產生收入關鍵地區的地位。
預計亞太地區在預測期內將實現最高的複合年成長率。這主要得益於中國和印度龐大的電動車市場,兩國政府的各項措施和日益增強的環保意識正在推動電動車的快速普及。該地區密集的城市人口為車隊遠端資訊處理和聯網汽車服務創造了強勁的應用前景。此外,對本地製造業和技術研發的持續投資也在推動遠端資訊處理解決方案的普及,使亞太地區成為成長最快的市場。
According to Stratistics MRC, the Global Electric Vehicle Telematics Market is accounted for $15.1 billion in 2025 and is expected to reach $60.4 billion by 2032, growing at a CAGR of 21.9% during the forecast period. Electric vehicle telematics focuses on connected solutions that collect and analyze real-time data from EVs, including battery health, energy consumption, charging behavior, location, and driver patterns. It supports automakers, fleet operators, insurers, and service providers. Benefits include optimized charging and routing, extended battery life, reduced operating expenses, predictive maintenance, better user experience, and enhanced ability to integrate EVs into fleet strategies and energy systems.
Charging Infrastructure Integration
Telematics systems are increasingly being integrated with these networks, allowing drivers to locate available chargers, check real-time status, and facilitate seamless payment directly through their vehicle's infotainment system. This integration greatly lessens range anxiety and improves the overall user experience, making owning an electric vehicle more practical and appealing. Consequently, it drives higher adoption of telematics solutions that offer these essential connected services, directly fueling market growth.
High System Costs and Integration Complexity
A significant barrier to rapid adoption is the substantial initial investment required for telematics hardware and the complex process of integrating these systems with existing vehicle architectures and enterprise software. For fleet operators, this upfront cost can be prohibitive, especially for smaller companies. Additionally, the complexity often demands specialized technical expertise for installation and maintenance, creating further operational hurdles. This financial and technical burden can slow down market penetration, particularly in price-sensitive segments.
Growth of Usage-Based Insurance
The rise of Usage-Based Insurance (UBI) presents a substantial growth avenue for telematics providers. Insurers are increasingly offering personalized premiums based on actual driving data such as mileage, braking habits, and time of day collected directly from telematics devices. This creates a compelling value proposition for consumers to adopt telematics in exchange for potential cost savings. Furthermore, it opens a new revenue stream for telematics companies
through partnerships with insurance firms, significantly expanding their market reach.
Network Reliability Issues
The effectiveness of telematics is entirely dependent on consistent and robust cellular connectivity. Network latency, coverage gaps in rural or underground areas, and outright service outages can lead to critical data transmission failures. The result disrupts core functions like real-time vehicle tracking, remote diagnostics, and emergency response services. Such reliability issues can erode user trust in the technology, lead to service dissatisfaction, and ultimately pose a significant threat to market reputation and growth if not adequately addressed.
The pandemic initially disrupted the EV telematics market through supply chain bottlenecks and a temporary decline in new vehicle production, delaying hardware installation. However, the crisis subsequently acted as a catalyst by accelerating the digital transformation of fleet management. With a heightened need for operational efficiency and contactless monitoring, businesses increasingly adopted telematics to optimize routes and manage remote assets. This shift in priority helped the market recover and positioned it for stronger growth in the post-pandemic era.
The hardware segment is expected to be the largest during the forecast period
The hardware segment is expected to account for the largest market share during the forecast period. The high initial unit cost of these components and their essential role in data acquisition from the vehicle contribute to its dominant market share. As telematics becomes a standard feature in new EVs, especially with mandates for embedded systems like eCall in Europe, the volume of hardware shipments continues to rise. This consistent installation base ensures the segment's continued revenue leadership.
The battery electric vehicles (BEV) segment is expected to have the highest CAGR during the forecast period
Over the forecast period, the battery electric vehicles (BEV) segment is predicted to witness the highest growth rate due to its central role in global decarbonization strategies. BEVs inherently rely on sophisticated telematics for core functions like battery health monitoring, range prediction, and managing charging sessions. Also, government subsidies and aggressive plans by original equipment manufacturers (OEMs) to electrify their products are quickly boosting BEV sales. This direct correlation positions the BEV segment as the primary engine for telematics market expansion, outpacing other vehicle propulsion types significantly.
During the forecast period, the Europe region is expected to hold the largest market share. This leadership is anchored by stringent government regulations, such as the eCall mandate, which requires all new vehicles to have embedded telematics. Additionally, strong governmental support for EV adoption through subsidies and a rapidly expanding charging infrastructure creates a fertile environment. The presence of major automotive OEMs and a tech-savvy consumer base further consolidates Europe's position as the dominant revenue-generating region for EV telematics.
During the forecast period, the Asia Pacific region is anticipated to exhibit the highest CAGR, fueled by the massive EV markets in China and India, where government initiatives and rising environmental consciousness are driving swift adoption. The region's dense urban populations create a strong use case for fleet telematics and connected car services. Furthermore, growing investments in local manufacturing and technological development are making telematics solutions more accessible, positioning Asia Pacific as the fastest-growing market.
Key players in the market
Some of the key players in Electric Vehicle Telematics Market include TomTom International BV, Robert Bosch GmbH, Continental AG, Trimble Inc., Geotab Inc., CSS Electronics, Intellicar Telematics Pvt. Ltd., Inventure Ltd., Agero, Inc., Airbiquity, Inc., Harman International, Siemens AG, Denso Corporation, Vishay Intertechnology Inc., Microchip Technology Inc., Renesas Electronics Corporation, and Azuga Inc.
In September 2025, TomTom announced that its Orbis Maps now include over 2 million electric vehicle charging points worldwide, enhancing seamless EV navigation and charging information for connected vehicles.
In September 2025, Geotab announced that its platform can now connect directly to Tesla vehicles, enabling fleets to manage EVs via OEM-embedded telematics on a single connected-vehicle platform.
In July 2025, Agero announced its partnership with Polestar to deliver industry-leading roadside assistance to EV owners, leveraging Agero's connected-platform data and EV service expertise to support electric-vehicle customers across the U.S.
In February 2024, Karma Automotive reported acquiring key assets and personnel from connected-vehicle pioneer Airbiquity, integrating its OTA and connected-vehicle software portfolio that historically powered EV and telematics services into Karma's software-defined vehicle strategy.
Note: Tables for North America, Europe, APAC, South America, and Middle East & Africa Regions are also represented in the same manner as above.