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市場調查報告書
商品編碼
2069264
V2X(車聯網)通訊市場:預測(至2034年)-按通訊方式、技術、組件、連接方式、應用、最終用戶和地區分類的全球分析Vehicle-to-Everything Communication Market Forecasts to 2034 - Global Analysis By Communication Type, Technology, Component, Connectivity, Application, End User and By Geography |
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根據 Stratistics MRC 的數據,全球 V2X(車聯網)通訊市場預計將在 2026 年達到 41 億美元,到 2034 年達到 317 億美元,在預測期內以 29.1% 的複合年成長率成長。
V2X通訊是一種先進的互聯技術,它使車輛能夠與周圍車輛、道路基礎設施、行人、網路和其他連網系統交換即時資訊。透過促進持續的數據共用,V2X能夠提高交通安全、提升交通效率、支援自動駕駛功能並實現更智慧的交通管理。這項技術有助於減少交通事故、最佳化交通流量、緩解交通堵塞,並建構更協調智慧的出行生態系統。
加速引進自動駕駛汽車並強制建設智慧基礎設施
全球向聯網汽車自動駕駛汽車的轉型,對實現車輛、道路基礎設施、行人以及網路系統之間即時數據交換的V2X通訊基礎設施產生了根本性的需求。歐盟、中國和美國的政府法規均強制要求新車配備V2X硬體,產生了對相關設備的明確需求。 5G蜂巢式網路的普及顯著提升了V2X通訊的頻寬和延遲性能,使得以往難以實現的安全關鍵型應用成為可能。由於自動駕駛汽車需要持續感知超出感測器範圍的環境訊息,V2X通訊正成為保障安全和導航的關鍵環節。
DSRC 和 C-V2X 的技術標準有所不同
兩種相互競爭的V2X通訊標準——基於IEEE 802.11p的專用短程通訊(DSRC)和由3GPP支援的蜂巢V2X(C-V2X)——並存,造成了巨大的市場不確定性,並延緩了基礎設施投資決策。由於擔心投資浪費,以及在技術優勢尚未確立之前,各國和地方政府都不願在路側設備上投入大量資金。 DSRC和C-V2X系統之間的互通性仍然是一個技術難題,使跨境車對車通訊變得更加複雜。標準的持續碎片化正在延緩V2X應用所需的廣泛基礎設施密度的發展,無法最大限度地發揮其安全性和效率優勢。
智慧城市基礎建設與政府聯合投資的融合
各國智慧城市計畫為V2X基礎設施部署提供了變革性的共同投資機會。各國政府均表示願意為路側設備的安裝提供資金,作為更廣泛的智慧型運輸系統(ITS)現代化舉措的一部分。中國的車路協調計畫、歐盟的合作智慧交通系統(C-ITS)舉措以及美國的《聯邦基礎設施法》正在帶來大量公共資金。 V2X與交通號誌最佳化、緊急車輛優先通行以及路況廣播等技術的融合,為地方政府創造了極具吸引力的價值提案。這些政府間的夥伴關係顯著減輕了V2X生態系統中私部門參與者的基礎設施投資負擔。
與資料隱私相關的網路安全威脅和監管風險
V2X系統會造成嚴重的網路安全漏洞,因為它們透過潛在攻擊者可存取的無線網路傳輸至關重要的車輛位置、速度和行為資料。如果車輛通訊遭到破壞,可能會發生欺騙攻擊,注入虛假的危險警告,導致駕駛員做出危險反應或自動駕駛車輛出現異常行為。 V2X系統產生的高度敏感的個人行動數據受到多個司法管轄區日益嚴格的隱私法規的約束,包括歐洲的GDPR以及美國正在製定的州級框架。遵守這些不斷變化的資料管治要求會增加V2X系統結構的複雜性和成本,同時也為不合規的實施方案帶來潛在的法律責任。
新冠疫情導致汽車生產停滯和市政基礎設施項目延期,暫時減緩了V2X硬體的普及。然而,疫情也凸顯了智慧型運輸系統(ITS)在車輛流量管理和緊急應變協調方面的戰略價值。疫情後,許多國家實施的經濟措施中都包含智慧交通基礎設施的專案預算,加速了V2X路側單元的安裝。這場危機推動的數位轉型最終促進了V2X市場的發展,因為各國政府都將建立具有韌性和技術驅動的交通網路作為優先事項。
在預測期內,硬體領域預計將佔據最大的市場佔有率。
預計在預測期內,硬體領域將佔據最大的市場佔有率。這主要是由於新車生產線需要大規模安裝車載單元,以及各國政府和公路管理部門對路側設備基礎設施的大量投資。所有聯網汽車都需要安裝包含V2X數據機、天線和處理功能的車載單元,這將產生巨大的市場需求。中國和歐洲強制要求在新車型中配備V2X硬體的法規,也為汽車級零件供應商提供了穩定的市場規模。
預計在預測期內,5G-V2X細分市場將實現最高的複合年成長率。
在預測期內,隨著電信網路營運商完成全國範圍內的5G部署,以及汽車製造商日益重視蜂窩V2X作為其連接標準,5G-V2X領域預計將呈現最高的成長率。 5G的超低延遲、對海量設備連接的支援以及網路切片能力,使其在架構上更適合安全性至關重要的V2X應用。全球5G-V2X生態系統正在快速擴張,高通、華為和愛立信等公司正在開發用於汽車應用的專用晶片組。此外,在多個市場,政府已分配用於蜂窩V2X運營的專用頻段,為廣泛的商業化提供了必要的監管確定性。
在預測期內,亞太地區預計將佔據最大的市場佔有率。這主要歸功於中國獨樹一幟、積極進取的車路協同(VRC)戰略,該戰略強制要求在新車和主要高速公路沿線安裝V2X硬體。在中國,集中化的政策指南、華為和中國先進技術研究院(CATARC)等本土技術領導企業,以及巨額的基礎設施投資預算,使得V2X的部署規模遠超其他國家。日本和韓國正在推動各自的V2X生態系統項目,而印度則正將智慧交通系統(ITS)融入其不斷擴展的智慧城市計畫中。
在預測期內,歐洲地區預計將呈現最高的複合年成長率。這主要得益於歐盟委員會授權的法規,該法規強制要求歐洲所有新建道路採用合作式智慧型運輸系統(CITS),以及大眾汽車集團和Stellantis等主要汽車製造商(OEM)支持的加速向C-V2X標準的過渡。歐盟透過「連接歐洲基金」(CEF)和成員國之間的聯合投資計畫為大規模路邊基礎建設提供資金支持。汽車製造商致力於將V2X技術整合到新的車輛平台中,以及相關技術標準法規的明確化,正在顯著加速該地區的市場發展。
According to Stratistics MRC, the Global Vehicle-to-Everything (V2X) Communication Market is accounted for $4.1 billion in 2026 and is expected to reach $31.7 billion by 2034, growing at a CAGR of 29.1% during the forecast period. Vehicle-to-Everything (V2X) Communication is an advanced connectivity technology that enables vehicles to exchange real-time information with surrounding vehicles, road infrastructure, pedestrians, networks, and other connected systems. By facilitating continuous data sharing, V2X enhances road safety, improves traffic efficiency, supports autonomous driving functions, and enables smarter transportation management. The technology helps reduce accidents, optimize traffic flow, minimize congestion, and create a more connected and intelligent mobility ecosystem.
Accelerating autonomous vehicle deployments and smart infrastructure mandates
The global push toward connected and autonomous vehicles is creating foundational demand for V2X communication infrastructure that enables real-time data exchange between vehicles, road infrastructure, pedestrians, and network systems. Government mandates in the European Union, China, and the United States are requiring new vehicle models to incorporate V2X-capable hardware, creating guaranteed equipment demand. The proliferation of 5G cellular networks is dramatically enhancing V2X communication bandwidth and latency characteristics, enabling safety-critical applications previously impractical with earlier generations. As autonomous vehicles require continuous environmental awareness beyond sensor range, V2X communication becomes an indispensable safety and navigation layer.
Technology standard fragmentation between DSRC and C-V2X
The coexistence of competing V2X communication standards Dedicated Short-Range Communication (DSRC) based on IEEE 802.11p and Cellular V2X (C-V2X) backed by 3GPP has created significant market uncertainty and slowed infrastructure investment decisions. Countries and municipalities are hesitant to commit substantial resources to roadside unit deployments until technology dominance is resolved, fearing stranded investments. Interoperability between DSRC and C-V2X systems remains technically challenging, complicating cross-border vehicle communications. The ongoing standard fragmentation delays the achievement of the broad infrastructure coverage density required for V2X applications to deliver their full safety and efficiency benefits.
Smart city infrastructure integration and government co-investment
National smart city programs represent transformative co-investment opportunities for V2X infrastructure deployment, with governments willing to fund roadside unit installations as part of broader intelligent transportation system modernization initiatives. China's vehicle-road collaboration program, the EU's Cooperative Intelligent Transport Systems initiative, and U.S. federal infrastructure legislation are creating substantial public funding streams. The convergence of V2X with traffic signal optimization, emergency vehicle prioritization, and road condition broadcasting creates compelling value propositions for municipal authorities. These government partnerships significantly reduce the infrastructure investment burden on private sector V2X ecosystem participants.
Cybersecurity threats and data privacy regulatory risks
V2X systems transmit safety-critical vehicle location, speed, and behavioral data across wireless networks accessible to potential adversaries, creating serious cybersecurity vulnerabilities. Compromised vehicle communications could enable spoofing attacks that inject false hazard warnings, potentially causing dangerous driver reactions or autonomous vehicle behaviors. The sensitive personal mobility data generated by V2X systems is subject to increasingly stringent privacy regulations across multiple jurisdictions, including GDPR in Europe and emerging U.S. state-level frameworks. Compliance with these evolving data governance requirements adds complexity and cost to V2X system architectures while creating potential legal liabilities for non-compliant implementations.
The COVID-19 pandemic temporarily slowed V2X hardware deployment as automotive production halted and municipal infrastructure projects were deferred. However, the pandemic highlighted the strategic value of intelligent transportation systems in managing vehicle flows and emergency response coordination. Post-pandemic recovery packages in numerous countries included dedicated allocations for smart transportation infrastructure, accelerating V2X roadside unit installations. The accelerated digital transformation agenda prompted by the crisis ultimately benefited V2X market development timelines as governments prioritized resilient, technology-enabled transportation networks.
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, driven by the massive scale of on-board unit installations required across new vehicle production lines and the substantial roadside unit infrastructure investment being made by governments and highway authorities. On-board units incorporating V2X modems, antennas, and processing capabilities must be installed in every connected vehicle, creating enormous unit volume demand. Regulatory mandates in China and Europe requiring V2X hardware in new vehicle models are providing guaranteed market volumes for automotive-grade component suppliers.
The 5G-V2X segment is expected to have the highest CAGR during the forecast period
Over the forecast period, the 5G-V2X segment is predicted to witness the highest growth rate, as telecommunications network operators complete nationwide 5G rollouts and automotive OEMs increasingly specify Cellular V2X as their preferred connectivity standard. 5G's ultra-low latency, massive device connectivity support, and network slicing capabilities make it architecturally superior for safety-critical V2X applications. The global 5G-V2X ecosystem is rapidly expanding, with Qualcomm, Huawei, and Ericsson developing dedicated automotive-grade chipsets. Government spectrum allocations specifically for Cellular V2X operations in multiple markets are providing the regulatory certainty essential for broad commercialization.
During the forecast period, the Asia Pacific region is expected to hold the largest market share, primarily driven by China's uniquely aggressive national vehicle-road collaboration (VRC) strategy, which mandates V2X hardware in both new vehicles and along major highway corridors. China's combination of centralized policy direction, domestic technology champions including Huawei and CATARC, and massive infrastructure investment budgets enables deployment scales unmatched elsewhere. Japan and South Korea are advancing their own V2X ecosystem programs, while India's expanding smart city mission incorporates intelligent transportation components.
Over the forecast period, the Europe region is anticipated to exhibit the highest CAGR, propelled by the European Commission's Delegated Regulation mandating Cooperative Intelligent Transport Systems across all new European roads and the accelerating transition to C-V2X standards supported by major OEMs including Volkswagen Group and Stellantis. EU funding through the Connecting Europe Facility and national co-investment programs is financing extensive roadside infrastructure deployment. Strong automotive OEM commitment to V2X integration in new vehicle platforms and regulatory clarity on technology standards are substantially accelerating regional market development.
Key players in the market
Some of the key players in Vehicle-to-Everything (V2X) Communication Market include Qualcomm Technologies, NXP Semiconductors, Continental AG, Robert Bosch GmbH, DENSO Corporation, Harman International, Autotalks Ltd., Huawei Technologies Co., Ltd., Infineon Technologies AG, Aptiv PLC, STMicroelectronics N.V., Renesas Electronics Corporation, Kapsch TrafficCom AG, Cohda Wireless, and Lear Corporation.
In March 2026, Qualcomm Technologies announced the commercial availability of its third-generation Snapdragon Auto 5G Modem-RF System with integrated C-V2X capabilities, targeting mass-market automotive production lines with a single-chip solution supporting 5G-NR V2X standards and enabling seamless vehicle-to-infrastructure communications across all certified deployment environments.
In February 2026, Continental AG announced a comprehensive strategic partnership with a leading European highway authority to deploy over 3,000 roadside V2X units along major transport corridors, creating one of Europe's largest continuous C-V2X infrastructure deployments and enabling real-world evaluation of cooperative driving and traffic management applications.
Note: Tables for North America, Europe, APAC, South America, and Rest of the World (RoW) are also represented in the same manner as above.