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市場調查報告書
商品編碼
1889462
聯網汽車市場預測至2032年:按連接類型、網路和V2X、動力系統、車輛類型、應用、終端市場和地區分類的全球分析Connected Cars Market Forecasts to 2032 - Global Analysis By Connectivity Type (Integrated, Embedded, and Tethered), Network (4G/LTE, 5G, 3G & 2G), and V2X (Vehicle-to-Everything), Propulsion Type, Vehicle Type, Application, End Market, and By Geography |
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根據 Stratistics MRC 的一項研究,預計到 2025 年,全球聯網汽車市場價值將達到 1,094 億美元,到 2032 年將達到 3,073 億美元。
預計在預測期內,聯網汽車市場涵蓋嵌入式互聯功能或智慧型手機整合功能的車輛,這些功能可與雲端平台、其他車輛和基礎設施進行資料交換。它支援資訊娛樂、導航、遠端資訊處理、遠距離診斷、空中升級和安全服務。其優點包括提升駕駛便利性、更精準的導航和擁塞規避、預測性維護、更完善的車隊管理和保險模式,以及為汽車製造商提供新的數位化服務和持續收入來源的平台。
消費者對互聯互通的需求
推動市場發展的關鍵因素是消費者對車內無縫整合式數位化生活方式的期望日益提高。現今的消費者不再滿足於基本的交通工具功能,他們追求的是先進的資訊娛樂系統、即時導航以及始終線上查詢。這種希望在車內享受與居家和辦公環境同等便利的願望,正迫使汽車製造商整合先進的互聯解決方案。因此,音樂串流媒體、語音助理和空中升級等功能正逐漸成為標配,直接推動市場成長和創新,以滿足消費者不斷變化的偏好。
與傳統車輛的整合
阻礙市場加速擴張的一大挑戰在於,如何將新型連網技術整合到現有車輛架構中。目前道路上行駛的許多車輛配備的電子系統無法滿足現代軟體和數據需求。對這些平台進行改造通常非常複雜且成本高昂,導致生態系統碎片化。這種技術不匹配是限制車隊採用率下降的關鍵阻礙因素,並在中短期內限制了先進互聯服務的潛在基本客群。
V2X技術的進步
V2X技術超越了車上娛樂系統,實現了車輛、基礎設施和行人之間的通訊。這為道路安全帶來了變革性應用,例如碰撞規避,並透過即時擁塞管理來提升交通效率。它也是自動駕駛的基礎技術。隨著各國政府和城市加大對智慧基礎設施的投入,具備V2X功能的車輛的需求將激增,為市場上的企業創造巨大的長期機會。
科技巨頭之間的激烈競爭
市場正面臨來自Google、蘋果和亞馬遜等大型科技公司強勢進軍的巨大威脅。這些公司擁有雄厚的資源、卓越的軟體技術以及穩固的生態系統主導地位。它們透過提供語音助理、作業系統和自動駕駛技術與傳統汽車製造商競爭。這加劇了競爭壓力,並可能迫使汽車製造商淪為供應商,從而擠壓其利潤空間。為了保持競爭力,汽車製造商必須加快軟體開發步伐,並維持其品牌形象和客戶關係。
疫情初期,工廠停工和供應鏈瓶頸導致聯網汽車市場遭受重創,新車產量和銷售量急劇下滑。然而,疫情也加速了消費者對非接觸式和數位化整合體驗的需求。消費者越來越傾向於選擇具備遠距離診斷、空中升級和非接觸式服務等功能的車輛。疫情期間,互聯功能的重要性凸顯,從一項豪華配置轉變為近乎必要的功能,隨著供應鏈的穩定,也加速了汽車產業的數位轉型。
預計在預測期內,4G/LTE細分市場將佔據最大的市場佔有率。
預計在預測期內,4G/LTE 細分市場將佔據最大的市場佔有率,因為它是目前全球廣泛且可靠的網路覆蓋的行業標準。目前,大多數新一代聯網汽車都配備了 4G/LTE 模組,確保了其強大的市場基礎。此外,該技術能夠有效支援從基礎車載資訊服務到高級車載娛樂等各種應用,使其成為該時期最具成本效益且最成熟的大眾市場解決方案。
預計在預測期內,繫泊細分市場將呈現最高的複合年成長率。
由於其成本效益高、易於實施且無需內建調變解調器,有線連接領域預計將在預測期內實現最高成長率。這為注重預算的消費者和入門車型提供了即時連接。此外,借助智慧型手機快速的升級週期,用戶無需更換任何硬體即可使用最新的連接功能,使其對更廣泛的用戶群體更具吸引力。
在預測期內,北美預計將佔據最大的市場佔有率,這得益於其強大的技術基礎設施、消費者對先進汽車技術的高度接受度以及主要行業參與者的存在。此外,各國政府對車輛安全和排放氣體的嚴格監管也推動了連網車載資訊系統的整合。較高的可支配收入和眾多高階汽車製造商的強大影響力進一步鞏固了該地區在全球聯網汽車市場的主導地位。
亞太地區預計將在預測期內實現最高的複合年成長率,這主要得益於中國、日本和印度等國家龐大的汽車生產和銷售量。快速的都市化、中產階級可支配收入的成長以及政府對智慧交通和電動車的支持是關鍵因素。此外,當地的科技巨頭和汽車製造商正積極投資於聯網汽車技術,使該地區成為創新中心和全球成長最快的市場。
According to Stratistics MRC, the Global Connected Cars Market is accounted for $109.4 billion in 2025 and is expected to reach $307.3 billion by 2032, growing at a CAGR of 15.9% during the forecast period. The connected cars market covers vehicles equipped with embedded connectivity or smartphone integration that enable data exchange with cloud platforms, other vehicles, and infrastructure. It supports infotainment, navigation, telematics, remote diagnostics, over-the-air updates, and safety services. Benefits include improved driver convenience, more accurate navigation and traffic avoidance, predictive maintenance, better fleet and insurance models, and a platform for new digital services and recurring revenue streams for automakers.
Consumer Demand for Connectivity
The primary market driver is the escalating consumer expectation for a seamless, integrated digital lifestyle within their vehicles. Modern buyers are no longer satisfied with basic transportation; they demand advanced infotainment, real-time navigation, and constant online access. This push for a cabin experience mirroring the convenience of home and office compels automakers to embed sophisticated connectivity solutions. Consequently, features like streaming music, voice assistants, and over-the-air updates are becoming standard, directly fueling market growth and innovation to meet these evolving preferences.
Legacy Vehicle Integration
A significant challenge hindering faster market expansion is the difficulty of integrating new connectivity technologies with legacy vehicle architectures. Many existing cars on the road have electronic systems not designed for modern software and data demands. Retrofitting these platforms is often prohibitively complex and expensive, creating a fragmented ecosystem. This technological mismatch slows the adoption rate across the entire vehicle fleet, acting as a major restraint by limiting the potential customer base for advanced connected services in the short to medium term.
Advancement of V2X Technology
V2X moves beyond in-car entertainment to enable communication between vehicles, infrastructure, and pedestrians. This unlocks transformative applications in road safety, such as collision avoidance, and traffic efficiency through real-time congestion management. Moreover, it is a foundational technology for autonomous driving. As governments and cities invest in smart infrastructure, the demand for V2X-equipped vehicles will surge, creating a significant long-term opportunity for market players.
Intense Competition from Tech Giants
The market faces a potent threat from the aggressive entry of large technology companies like Google, Apple, and Amazon. These firms possess vast resources, superior software expertise, and established ecosystem dominance. They compete with traditional car makers by providing voice assistants, operating systems, and self-driving technology. This intensifies competitive pressure, potentially forcing automakers into a supplier role and squeezing their profit margins. To remain relevant, OEMs must accelerate their software development capabilities to defend their brand identity and customer relationship.
The pandemic initially disrupted the connected car market through factory shutdowns and supply chain bottlenecks, causing a sharp decline in new vehicle production and sales. However, it simultaneously accelerated the demand for touchless and digitally integrated experiences. Consumers showed increased preference for vehicles with features enabling remote diagnostics, over-the-air updates, and contactless services. This period underscored the value of connectivity, shifting it from a luxury to a near-essential feature and hastening the industry's digital transformation once supply chains stabilized.
The 4G/LTE segment is expected to be the largest during the forecast period
The 4G/LTE segment is expected to account for the largest market share during the forecast period, as it represents the current industry standard with widespread, reliable network coverage globally. 4G/LTE modules equip the vast majority of new connected vehicles currently rolling off production lines, ensuring a dominant installed base. Furthermore, the technology effectively supports a broad range of applications, from basic telematics to advanced infotainment, making it the most cost-effective and proven solution for mass-market adoption during this period.
The tethered segment is expected to have the highest CAGR during the forecast period
Over the forecast period, the tethered segment is predicted to witness the highest growth rate due to its cost-effectiveness and ease of implementation, eliminating the need for an embedded modem. It provides an immediate path to connectivity for budget-conscious consumers and entry-level vehicle models. Additionally, it leverages the rapid upgrade cycle of smartphones, allowing cars to access the latest connectivity features without hardware changes, thus appealing to a broad demographic.
During the forecast period, the North America region is expected to hold the largest market share, attributed to its robust technological infrastructure, high consumer adoption rate of advanced automotive technologies, and the presence of key industry players. Moreover, stringent government regulations regarding vehicle safety and emissions are pushing the integration of connected telematics systems. High disposable income and a strong presence of premium vehicle manufacturers further consolidate the region's dominant position in the global connected car landscape.
Over the forecast period, the Asia Pacific region is anticipated to exhibit the highest CAGR, fueled by the massive automotive production and sales volumes in countries like China, Japan, and India. Rapid urbanization, growing middle-class disposable income, and supportive government initiatives for smart transportation and electric vehicles are key contributors. Furthermore, local tech giants and automakers are aggressively investing in connected vehicle technologies, making the region a hotbed for innovation and the fastest-adopting market globally.
Key players in the market
Some of the key players in Connected Cars Market include Robert Bosch GmbH, Continental AG, Denso Corporation, Aptiv PLC, Qualcomm Incorporated, NVIDIA Corporation, NXP Semiconductors N.V., Intel Corporation, Harman International Industries, Inc., Ford Motor Company, General Motors Company, BMW AG, Toyota Motor Corporation, Volkswagen AG, ZF Friedrichshafen AG, Cisco Systems, Inc., Telefonaktiebolaget LM Ericsson, and Valeo SA.
In September 2025, Qualcomm Incorporated announced a collaboration with HARMAN to advance Generative AI in the automotive cockpit, enabling smart, contextual, and intuitive in-car experiences..
In September 2025, Qualcomm announced a partnership with the BMW Group to unveil a groundbreaking automated driving system with a jointly developed software stack, which relies on a highly connected architecture.
In March 2025, Continental AG announced a digital tire monitoring integration with Samsara, the Connected Operations(R) Platform pioneer, enabling fleet services to leverage connectivity for operational efficiency.
Note: Tables for North America, Europe, APAC, South America, and Middle East & Africa Regions are also represented in the same manner as above.