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市場調查報告書
商品編碼
1951274
乘用車遠端資訊處理市場-全球產業規模、佔有率、趨勢、機會與預測:按服務產品、形式類型、類型、地區和競爭格局分類,2021-2031年Passenger Vehicle Telematics Market - Global Industry Size, Share, Trends, Opportunity, and Forecast, Segmented By Service Offering, By Form Type, By Type, By Region & Competition, 2021-2031F |
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全球乘用車遠端資訊處理市場預計將從 2025 年的 307.4 億美元成長到 2031 年的 606.1 億美元,複合年成長率為 11.98%。
該行業融合了資訊和通訊技術,實現了車輛與外部網路之間的雙向資料傳輸。推動這一成長的關鍵因素包括政府嚴格的安全法規以及消費者對遠距離診斷和基於使用量的保險日益成長的需求。為了說明其規模,5G汽車協會報告稱,到2024年,全球將有超過3億輛汽車連接到蜂窩網路。
| 市場概覽 | |
|---|---|
| 預測期 | 2027-2031 |
| 市場規模:2025年 | 307.4億美元 |
| 市場規模:2031年 | 606.1億美元 |
| 複合年成長率:2026-2031年 | 11.98% |
| 成長最快的細分市場 | 自動碰撞通知 |
| 最大的市場 | 北美洲 |
儘管取得了這些進展,但該行業仍面臨著與網路安全漏洞和資料隱私相關的重大挑戰。聯網汽車產生的大量敏感資訊極易招致網路攻擊,也令潛在用戶心存疑慮。因此,製造商不得不投入大量資源開發安全架構,而這可能會阻礙連網汽車的廣泛普及。
高速 5G 和物聯網連接的擴展是現代車載資訊服務環境的根本驅動力,它將車輛轉變為軟體定義實體。這項基礎設施對於支援低延遲、高頻寬應用至關重要,例如空中下載 (OTA) 更新和車聯網 (V2X) 通訊。根據愛立信 2025 年 6 月發布的《移動出行報告》,全球 5G 用戶數量將在 2025 年第一季超過 24 億,從而為大規模互聯出行提供必要的規模。這種連結性的增強正在提升關鍵技術供應商的財務表現。例如,高通公司 2025 會計年度第三季財報顯示,其汽車業務收入年增 21%,達到創紀錄的 9.84 億美元,這主要得益於其驍龍數位底盤技術的日益普及。
同時,電動車遠端資訊處理技術的興起正在改變市場格局,因為電池驅動系統需要內燃機汽車所沒有的獨特監控功能。對於電動車而言,遠端資訊處理技術對於最佳化續航里程預測、管理電池狀態以及定位充電站至關重要,從而有效緩解里程焦慮。該領域正隨著整體電氣化趨勢而蓬勃發展。根據歐洲汽車製造商協會 (ACEA) 2025 年 11 月發布的《新車註冊報告》,2025 年 10 月歐盟電池式電動車(BEV) 註冊量較去年同期成長 38.6%。隨著產能擴張以滿足市場需求,整合專用能源管理遠端資訊處理系統正成為市場參與企業的必備條件。
全球乘用車遠端資訊處理市場的主要障礙是網路安全漏洞和日益成長的資料隱私疑慮。隨著車輛越來越依賴雙向資料通訊,它們也越來越容易受到未經授權的攔截和惡意駭客攻擊。這些漏洞威脅到包括駕駛記錄和即時位置資訊在內的敏感用戶數據,引發了消費者的嚴重擔憂。資料竊取和監視的可能性削弱了人們對連網服務的信任,直接阻礙了基於使用量的保險模式和進階遠端資訊處理功能的普及。
此外,不斷擴展的網路安全營運成本給汽車行業帶來了沉重的財務壓力。為了保持嚴格的合規性並建立安全的軟體架構,製造商不得不投入大量資金,從而減緩了新技術的普及應用。新車快速湧入市場,擴大了潛在的攻擊面,加劇了這個挑戰。歐洲汽車製造商協會 (ACEA) 報告稱,到 2024 年,歐盟將新增約 1,060 萬輛乘用車。如此龐大的數位化車輛需要昂貴且複雜的防禦系統,這將推高生產成本,並限制市場的成長。
產業的關鍵結構性演變是迅速從售後市場 OBD-II 設備轉向 OEM 嵌入式車載資訊系統。這種轉變需要與車輛控制單元深度整合。這種整合功能能夠實現防篡改資料記錄和遠距離診斷等特性,而這些特性是售後市場適配器無法可靠提供的。汽車製造商正在對嵌入式連接進行標準化,以確保與未來的軟體環境相容,並保持對使用者體驗的控制,從而最大限度地減少對第三方硬體的依賴。為了支持這一趨勢,Motorq 在其 2025 年 10 月舉行的「Fleet Forward 2025」大會上宣布,目前銷售的新車中有 96% 將配備工廠出貨時裝載的數據機,從而無需為基本連接購買大量售後市場硬體。
同時,汽車製造商正積極將遠端資訊處理資料貨幣化,從一次性硬體交易轉向週期性的軟體即服務 (SaaS) 收入模式。利用嵌入式系統提供的詳細數據,原始設備製造商 (OEM) 推出了分級訂閱計劃,為車主和車隊管理人員提供關於物流、駕駛行為和車輛健康狀況的即時分析。這種方法將車輛轉變為數位平台,使製造商不僅能在銷售點,而且能在整個資產生命週期中獲得高收入。例如,根據福特汽車公司發布的“2025 年第二季度財務業績”,其 Ford Pro Intelligence 平台的付費訂閱用戶同比成長 24%,達到 75.7 萬,這充分證明了這一數字生態系統的商業性成功。
The Global Passenger Vehicle Telematics Market is projected to expand from USD 30.74 Billion in 2025 to USD 60.61 Billion by 2031, registering a CAGR of 11.98%. This sector involves merging informatics with telecommunications to facilitate two-way data transmission between automobiles and external networks. Key factors propelling this growth include strict government safety mandates and an increasing consumer demand for remote diagnostics and usage-based insurance. Highlighting this scale, the 5G Automotive Association reported that the number of cellular-connected vehicles globally exceeded 300 million in 2024.
| Market Overview | |
|---|---|
| Forecast Period | 2027-2031 |
| Market Size 2025 | USD 30.74 Billion |
| Market Size 2031 | USD 60.61 Billion |
| CAGR 2026-2031 | 11.98% |
| Fastest Growing Segment | Automatic Crash Notification |
| Largest Market | North America |
Despite this progress, the industry confronts significant obstacles related to cybersecurity vulnerabilities and data privacy. The vast quantities of sensitive information produced by connected cars attract cyberattacks, causing hesitation among potential users. Consequently, manufacturers are compelled to allocate substantial resources toward developing secure architectures, a necessity that can slow down widespread adoption.
Market Driver
The expansion of high-speed 5G and IoT connectivity acts as a fundamental catalyst for the contemporary telematics landscape, converting vehicles into software-defined entities. This infrastructure is essential for supporting low-latency, high-bandwidth applications such as Over-the-Air (OTA) updates and Vehicle-to-Everything (V2X) communication. Ericsson's June 2025 'Mobility Report' indicates that global 5G subscriptions topped 2.4 billion in the first quarter of 2025, offering the necessary magnitude for mass connected mobility. This connectivity boosts the financial performance of major tech suppliers; for example, Qualcomm's 'Fiscal 2025 Third Quarter Results' showed a 21% year-over-year rise in automotive revenue to a record $984 million, fueled by Snapdragon Digital Chassis adoption.
Concurrently, the rise of electric vehicle telematics is altering the market landscape, as battery-operated systems require distinct monitoring capabilities absent in internal combustion engines. Telematics are essential for EVs to optimize range predictions, manage battery health, and identify charging stations, effectively reducing range anxiety. This sector grows alongside the general trend toward electrification. According to the European Automobile Manufacturers' Association's 'New Car Registrations' update in November 2025, battery-electric vehicle registrations in the EU jumped by 38.6% in October 2025 year-over-year. As production scales to meet this demand, embedding specialized energy management telematics is becoming a prerequisite for market participation.
Market Challenge
The primary obstacle hindering the Global Passenger Vehicle Telematics Market is the rising concern over cybersecurity flaws and data privacy. As automobiles increasingly depend on two-way data exchange, they become vulnerable to unauthorized information interception and malicious hacking. This vulnerability threatens sensitive user data, including driving history and real-time location, causing significant consumer apprehension. The potential for data theft and surveillance erodes trust in connected services, which directly retards the uptake of usage-based insurance models and advanced telematics capabilities.
Additionally, the operational cost of securing this growing network imposes a financial strain on the industry. To maintain strict compliance and build secure software architectures, manufacturers must divert substantial capital, delaying the introduction of new innovations. This difficulty is compounded by the rapid entry of new vehicles into the ecosystem, expanding the potential attack surface. In 2024, the European Automobile Manufacturers' Association reported approximately 10.6 million new passenger car registrations in the European Union. This vast volume of digitally enabled inventory demands expensive and complex defense systems, raising production costs and curbing the market's financial growth.
Market Trends
A major structural evolution in the industry is the rapid move from aftermarket OBD-II devices toward OEM-embedded telematics systems. This shift is necessitated by the requirement for deeper integration with vehicle control units-capabilities that aftermarket dongles cannot reliably provide-to enable features like immutable data logging and remote diagnostics. Automakers are standardizing built-in connectivity to ensure compatibility with future software environments and to retain control over user experiences, thereby minimizing dependence on third-party hardware. Highlighting this trend, Motorq stated during the 'Fleet Forward 2025' conference in October 2025 that 96% of new vehicles sold now include factory-installed modems, making aftermarket hardware largely redundant for basic connectivity.
At the same time, automakers are actively seeking to monetize telematics data by shifting from one-off hardware transactions to recurring software-as-a-service (SaaS) revenue streams. By utilizing detailed data from embedded systems, OEMs are introducing tiered subscription plans that provide individual owners and fleet managers with real-time analytics on logistics, driver behavior, and vehicle health. This approach converts the vehicle into a digital platform, enabling manufacturers to accrue high-margin revenue over the asset's life rather than just at the point of sale. For instance, Ford Motor Company's 'Second Quarter 2025 Financial Results' reported that paid subscriptions to the Ford Pro Intelligence platform increased by 24% year-over-year to 757,000 users, demonstrating the commercial success of these digital ecosystems.
Report Scope
In this report, the Global Passenger Vehicle Telematics Market has been segmented into the following categories, in addition to the industry trends which have also been detailed below:
Company Profiles: Detailed analysis of the major companies present in the Global Passenger Vehicle Telematics Market.
Global Passenger Vehicle Telematics Market report with the given market data, TechSci Research offers customizations according to a company's specific needs. The following customization options are available for the report: