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世界の自動車OEMのテレマティクス市場 (第6版)

The Global Automotive OEM Telematics Market - 6th Edition

 

出版社 出版年月冊子体価格電子版価格 ページ数
Berg Insight
ベルグインサイト社
2020年12月Eur1,800Eur1,800
1-5ユーザライセンス(PDF)
300

サマリー

この調査レポートは世界の自動車OEMのテレマティクス市場を調査し、市場概況、関連企業情報、市場予測などを掲載しています。

Description

What are the latest trends on the global car OEM telematics market? Berg Insight estimates that nearly 51 percent of all cars sold worldwide in 2019 were equipped with OEM embedded telematics. Examples of applications include eCall and roadside assistance, stolen vehicle tracking, vehicle diagnostics, connected navigation and infotainment, Wi-Fi hotspot, convenience applications, over-the-air updates, in-vehicle payments, usage-based insurance, leasing and rental fleet management, as well as electronic road charging. Get up to date with the latest industry trends in this new 300-page report.



目次

Table of Contents

Table of Contents ...................... i
List of Figures .................... ix

Executive summary ..................... 1

1 The global passenger car market ................ 3

1.1 Introduction ..................... 3
1.1.1 Passenger cars in use by region ............ 4
1.1.2 New passenger car registration trends ........... 7
1.2 Car manufacturers ................... 9
1.2.1 Toyota Motor Corporation ................ 9
1.2.2 Renault-Nissan-Mitsubishi Alliance .............. 9
1.2.3 Volkswagen Group ................ 10
1.2.4 Ford Motor Company ............... 10
1.2.5 General Motors ................ 14
1.2.6 Fiat Chrysler Automobiles .............. 14
1.2.7 Daimler Group ................. 14
1.2.8 BMW Group .................. 15
1.2.9 Honda Motor ................... 15
1.2.10 Hyundai Motor Group ................. 15
1.3 Overview of car OEM telematics services ........... 18
1.3.1 Embedded and hybrid telematics systems ............ 18
1.3.2 Car OEM telematics services in North America ........ 20
1.3.3 Car OEM telematics services in Europe ........... 23
1.3.4 Car OEM telematics services in Asia-Pacific .......... 27
1.3.5 Business models ................ 29
1.4 Regulatory compliance ................ 30
1.4.1 Vehicle security, safety and emergency call regulations ...... 31
1.4.2 Vehicle emissions .................. 33
1.5 Market trends ................... 35
1.5.1 Hybrid electric, plug-in hybrid electric and all-electric vehicles ..... 35
1.5.2 Carsharing and personal transportation as a service ........ 41
1.5.3 ADAS and autonomous driving technologies ........... 45
1.5.4 Vehicle-to-Everything (V2X) communication .......... 47

2 Car telematics solutions ................ 51

2.1 Car telematics infrastructure .............. 51
2.1.1 Vehicle segment ................. 52
2.1.2 Tracking segment .................. 52
2.1.3 Network segment .................. 53
2.1.4 Service segment ................. 56
2.2 Car telematics applications ............... 56
2.2.1 eCall and roadside assistance ............. 57
2.2.2 Stolen vehicle tracking ................ 58
2.2.3 Motor insurance telematics ............... 59
2.2.4 Vehicle diagnostics and maintenance ............. 61
2.2.5 Over-the-air updates ................. 62
2.2.6 Leasing and rental fleet management ........... 62
2.2.7 Electronic toll collection and congestion charging ......... 63
2.2.8 Remote control and convenience services ............ 64
2.2.9 Connected navigation and infotainment .......... 65
2.2.10 Connected in-vehicle payments .............. 66
2.2.11 Wi-Fi hotspot ................... 66
2.3 Connectivity options ................. 66
2.3.1 Tethered devices ................ 67
2.3.2 Integrated smartphone solutions ............ 68
2.3.3 Embedded connectivity solutions .............. 69
2.3.4 SIM solutions and embedded UICC ............. 70

3 OEM telematics propositions .................. 73

3.1 BMW .................... 74
3.1.1 Overview of BMW group passenger car models ......... 74
3.1.2 BMW ConnectedDrive infotainment and mobility services ...... 75
3.1.3 BMW and MINI CarData .............. 81
3.1.4 The MINI Connected system ................ 81
3.2 BYD Auto ................... 83
3.2.1 Overview of BYD passenger car models ............ 83
3.2.2 BYD connected car services ................ 84
3.3 Changan Motors .................... 85
3.3.1 Overview of Changan Motors passenger car models ........ 85
3.3.2 Overview of Changan Motors InCall ............. 85
3.4 Daimler Group .................... 87
3.4.1 Overview of Mercedes-Benz passenger car models ......... 87
3.4.2 Overview of Mercedes-Benz telematics services ......... 88
3.4.3 The COMAND Online infotainment system ............ 89
3.4.4 MBUX - Mercedes-Benz User Experience infotainment system ...... 89
3.4.5 Mercedes Me services ................ 90
3.4.6 Mercedes-Benz’ connected service platforms in North America ...... 93
3.5 Fiat Chrysler Automobiles ................. 95
3.5.1 Overview of Fiat Chrysler Automobiles passenger car models ..... 96
3.5.2 The Uconnect infotainment systems ............. 97
3.5.3 Uconnect connected services .............. 98
3.5.4 Mopar Connect in Europe ............... 100
3.6 Ford Motor Company ................ 102
3.6.1 Overview of Ford passenger car models .......... 103
3.6.2 The Ford SYNC infotainment system ............. 104
3.6.3 Ford SYNC connected services ............ 104
3.6.4 Ford Pass Connect (SYNC Connect) ............. 106
3.6.5 Autonomic’s Transportation Mobility Cloud ............ 108
3.7 Geely ..................... 108
3.7.1 Overview of Geely passenger car models ........... 109
3.7.2 Geely connected car services ............ 109
3.8 General Motors .................... 111
3.8.1 Overview of the main GM passenger car brands ......... 112
3.8.2 GM OnStar telematics services ............. 113
3.8.3 Connected infotainment systems and apps ........... 119
3.9 Great Wall Motors ................ 120
3.9.1 Overview of Great Wall Motors passenger car models ....... 121
3.9.2 The GWM Haval Connected telematics system ......... 122
3.10 Honda Motor Company ................ 123
3.10.1 Overview of Honda and Acura passenger car models ....... 124
3.10.2 Overview of Honda and Acura telematics solutions ........ 124
3.10.3 The HondaLink in-car connectivity system .......... 126
3.10.4 The AcuraLink connected car systems and services ....... 128
3.11 Hyundai Motor Group ................ 131
3.11.1 Overview of Hyundai and Kia passenger car models ......... 131
3.11.2 Overview of the Hyundai Motor Group’s telematics solutions ..... 132
3.11.3 The Hyundai Blue Link telematics service in North America ....... 134
3.11.4 The Kia UVO infotainment system and UVO telematics services ...... 137
3.12 Jaguar Land Rover Automotive ................ 139
3.12.1 Overview of Jaguar Land Rover passenger car models ........ 139
3.12.2 Jaguar Land Rover telematics services ............ 140
3.13 Mazda Motor Corporation ............... 144
3.13.1 Overview of Mazda passenger car models .......... 145
3.13.2 The Mazda Connect infotainment system ............ 145
3.14 Nissan Motor Company ................ 147
3.14.1 Overview of Nissan and Infiniti passenger car models ....... 147
3.14.2 Nissan and Infiniti connected car services ........... 148
3.14.3 NissanConnect Services .............. 149
3.14.4 Infiniti North America connected car services ......... 153
3.14.5 NissanConnect and Infiniti InTouch infotainment systems ....... 155
3.15 Groupe PSA ................... 156
3.15.1 Overview of Peugeot, Citroen and Opel passenger car models .... 157
3.15.2 Groupe PSA telematics services .............. 157
3.15.3 Free2Move .................. 160
3.16 Renault Group .................. 161
3.16.1 Overview of Renault, Dacia and Lada passenger car models ..... 162
3.16.2 Renault R-Link and Easy Link infotainment systems and connected services . 162
3.16.3 Renault Easy Connect ............... 165
3.17 SAIC Motors ................... 166
3.17.1 Overview of SAIC Motors passenger car models ......... 167
3.17.2 The SAIC connected car programmes .......... 168
3.18 Subaru ..................... 170
3.18.1 Overview of Subaru passenger car models ............ 170
3.18.2 The Subaru STARLINK infotainment system .......... 171
3.18.3 Subaru STARLINK connected car system ........... 171
3.19 Tesla ..................... 174
3.19.1 Overview of Tesla passenger car models ............ 175
3.19.2 Tesla telematics and infotainment services ............ 175
3.20 Toyota Motor Corporation ............... 176
3.20.1 Overview of Toyota and Lexus passenger car models ....... 177
3.20.2 Overview of Toyota and Lexus telematics services ......... 178
3.20.3 The T-Connect and G-LINK telematics services for the Japanese market .... 181
3.20.4 Entune/Enform and Safety Connect telematics services in North America ... 182
3.20.5 Toyota and Lexus telematics services in the Middle East ........ 186
3.20.6 Toyota and Lexus connected services in Europe ......... 186
3.21 Volkswagen Group ................. 188
3.21.1 Overview of Volkswagen Group passenger car brands and models ... 188
3.21.2 Volkswagen Automotive Cloud ............. 190
3.21.3 The Audi Connect telematics service ............. 191
3.21.4 The Porsche Car Connect telematics service ......... 195
3.21.5 Volkswagen We Ecosystem and Volkswagen We Connect ........ 197
3.21.6 The Volkswagen Car-Net telematics services ......... 199
3.22 Volvo Car Group .................. 202
3.22.1 Overview of Volvo passenger car models ............ 203
3.22.2 The Volvo On Call telematics service ............. 204
3.22.3 The Volvo Sensus Connect infotainment system ......... 205
3.22.4 Volvo In-car Delivery, Concierge Services and Car sharing ........ 207

4 Connected car ecosystem players ................ 209

4.1 Telematics service providers .............. 209
4.1.1 Airbiquity .................. 210
4.1.2 Beijing Yesway Information Technology ........... 212
4.1.3 Bright Box ................... 213
4.1.4 Cerence ................... 214
4.1.5 Harman International ................. 216
4.1.6 Octo Telematics .................. 217
4.1.7 PATEO .................. 219
4.1.8 SiriusXM Connected Vehicle Services ........... 220
4.1.9 Targa Telematics ................. 222
4.1.10 WirelessCar ................... 223
4.1.11 Xevo ................... 225
4.2 Mobile operators .................. 226
4.2.1 AT&T ..................... 228
4.2.2 China Unicom ................ 231
4.2.3 Deutsche Telekom ................. 232
4.2.4 T-Mobile US ................... 235
4.2.5 Telefonica Group ................. 236
4.2.6 Verizon Communications ................ 238
4.2.7 Vodafone and Vodafone Automotive ............. 240
4.3 IoT managed service providers ................ 244
4.3.1 Aeris ................... 245
4.3.2 Cubic Telecom ................. 246
4.3.3 Tata Communications ............... 247
4.3.4 Transatel .................. 247
4.3.5 Truphone .................... 249
4.4 Marketplace and developer platform providers ............ 249
4.4.1 CCC ................... 250
4.4.2 High Mobility.................. 251
4.4.3 LexisNexis .................. 252
4.4.4 Otonomo .................... 253
4.4.5 Smartcar .................. 254
4.4.6 Verisk Analytics ................ 255
4.4.7 Wejo ..................... 256

5 Market forecasts and trends ................. 259

5.1 Car telematics market forecasts ............... 259
5.1.1 Car sales forecast ................ 259
5.1.2 Car telematics forecast .............. 260
5.1.3 Car telematics in the EU+EFTA and Eastern Europe ......... 261
5.1.4 Car telematics in North America .............. 263
5.1.5 Car telematics in Latin America ............. 264
5.1.6 Car telematics in Asia-Pacific ............. 265
5.1.7 Car telematics in the Middle East and Africa .......... 267
5.1.8 Hardware and service revenue forecast ........... 268
5.1.9 Embedded TCU shipments by technology .......... 272
5.2 Application trends ................ 274
5.2.1 Mass market safety services driven by regional mandates ...... 274
5.2.2 OEM SVT services compete with aftermarket services in many countries .... 275
5.2.3 Connected navigation faces competition from free smartphone apps .... 275
5.2.4 Handset based infotainment services complements embedded solutions ... 276
5.2.5 Remote control features become standard ............ 277
5.2.6 CRM solutions and vehicle diagnostics enable improved customer care .. 278
5.2.7 Connectivity enables new car distribution models .......... 278
5.2.8 Usage-based insurance to remain an aftermarket service in most countries .. 279
5.2.9 Wi-Fi hotspots enable convenient connectivity for passengers ..... 280
5.2.10 Over-the-air (OTA) updates reduce recall expenses ....... 281
5.2.11 Call centre convenience services become less common ...... 281
5.2.12 AI-powered in-car personal assistants to complement concierge services .. 282
5.2.13 Concierge services change form to services delivered to the vehicle ..... 283
5.2.14 Apple CarPlay and Android Auto drive uptake of smartphone integration .... 283
5.2.15 Automotive OEMs to collaborate in a wide ecosystem of partners ...... 283
5.2.16 Data exchanges to make OEM data available for third-party providers .. 284
5.2.17 In-vehicle commerce platforms are emerging on mature markets .... 284
5.3 Value chain analysis .................. 285
5.3.1 Automotive suppliers ................. 286
5.3.2 Telematics service providers .............. 287
5.3.3 Car manufacturers .................. 288
5.3.4 Telecoms industry players .............. 291
5.3.5 Software, application and content suppliers ........... 294
5.4 Mergers and acquisitions ................ 296

Glossary ...................... 301

List of Figures

Figure 1.1: Car parc by region (World 2012-2018) .............. 5
Figure 1.2: Passenger car density per 1,000 inhabitants (EU27+UK 2018) ...... 6
Figure 1.3: New car registration data (World 2012-2019) .......... 7
Figure 1.4: Top 10 countries by new passenger car and light truck registrations (2019) .... 8
Figure 1.5: Top 20 passenger car manufacturers by revenues (World 2019) ..... 11
Figure 1.6: Passenger car registrations by manufacturer (EU+EFTA 2019) ...... 12
Figure 1.7: Passenger car registrations by manufacturer (North America 2019) ...... 13
Figure 1.8: Passenger car registrations by manufacturer (Japan 2019) ....... 16
Figure 1.9: Passenger car registrations by manufacturer (China 2019) ........ 17
Figure 1.10: Connected car parc (World 2018-2019) ........... 19
Figure 1.11: Car OEM telematics availability in North America (December 2020) .... 21
Figure 1.12: Car OEM telematics availability in the EU (November 2020) ....... 24
Figure 1.13: Car OEM telematics availability in Asia-Pacific (November 2020) ..... 28
Figure 1.14: CO2 limit value curve for passenger cars sold in the EU during 2020 .... 34
Figure 1.15: Top selling highway capable all-electric cars (World 2019) ...... 38
Figure 1.16: Registered highway capable BEVs and PHEVs (World 2019) ........ 39
Figure 1.17: New registrations of highway capable BEVs and PHEVs (World 2019) ..... 40
Figure 1.18: Leading carsharing service companies (World Q4-2018) ...... 42
Figure 2.1: Cost comparison for IoT Technologies (2019) .......... 54
Figure 2.2: eCall application lifecycle ............... 58
Figure 2.3: SVT application lifecycle ................. 59
Figure 2.4: Motor insurance telematics application lifecycle .......... 60
Figure 2.5: Vehicle diagnostics application lifecycle ............. 61
Figure 2.6: Leasing and rental fleet management application lifecycle ........ 62
Figure 2.7: Electronic toll collection application lifecycle ............ 63
Figure 2.8: Convenience services and remote control application lifecycle ....... 64
Figure 2.9: Connected navigation application lifecycle ............ 65
Figure 2.10: Connectivity options .................. 67
Figure 2.11: Comparison of SIM form factors ............ 70
Figure 3.1: BMW ConnectedDrive services and prices (USA 2020) ....... 77
Figure 3.2: Mercedes Me Connect Services and price plans (USA 2020) ....... 94
Figure 3.3: GM OnStar services and price plans (North America 2020) ........ 115
Figure 3.4: AcuraLink services and price plans (North America 2020) ....... 130
Figure 3.5: Hyundai Blue Link services and price plans (USA 2020) ....... 136
Figure 3.6: Jaguar Land Rover InControl services (Europe 2020) ........ 142
Figure 3.7: NissanConnect Services subscription packages (USA 2020) ........ 151
Figure 3.8: Infiniti Intouch services (USA 2020) ............. 154
Figure 3.9: Examples of Subaru STARLINK service packages (USA 2020) ...... 173
Figure 3.10: Toyota and Lexus telematics systems (2020) .......... 179
Figure 3.11: Lexus Enform services and prices (USA 2020) ........ 185
Figure 3.12: Audi North America Connect services and price plans (2020) ..... 194
Figure 3.13: Porsche Car Connect services and price plans (2020) ........ 195
Figure 3.14: VW Car-Net Security & Service (USA 2020) .......... 200
Figure 4.1: IoT communications and managed service providers (Q4-2020) ...... 227
Figure 5.1: New car sales, by region (World 2018-2025) ............ 260
Figure 5.2: Telematics shipments and active subscribers (World 2018-2025) .... 261
Figure 5.3: Telematics shipments and active subscribers (EU+EFTA 2018-2025) ... 262
Figure 5.4: Telematics shipments and active subscribers (Eastern Europe 2018-2025) ... 262
Figure 5.5: Telematics shipments and active subscribers (North America 2018-2025) .. 263
Figure 5.6: Telematics shipments and active subscribers (Latin America 2018-2025) ... 265
Figure 5.7: Telematics shipments and active subscribers (Asia-Pacific 2018-2025) .... 266
Figure 5.8: Telematics shipments and active subscribers (MEA 2018-2025) ...... 267
Figure 5.9: Telematics hardware and service revenues (World 2018-2025) .... 268
Figure 5.10: Telematics hardware and service revenues (EU+EFTA 2018-2025) .... 269
Figure 5.11: Telematics hardware and service revenues (North America 2018-2025) .... 270
Figure 5.12: Telematics hardware and service revenues (ROW 2018-2025) ...... 271
Figure 5.13: Shipments of embedded TCUs by technology (World 2018-2025) ...... 272
Figure 5.14: OEM telematics SIM-cards by region (World 2018-2025) ...... 292
Figure 5.15: Mergers and acquisitions in the connected car space (2015-2020) ..... 300

 

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