세계 자동차 텔레매틱스 하드웨어 시장 제1판
출판：Berg Insight 출판년월：2022년06월
The Global Vehicle Telematics Hardware Market 1st Edition
애프터마켓 및 OEM 세그먼트 모두에서 승용차 및 상용차에 탑재된 텔레매틱스 하드웨어 시장을 조사하고 있습니다。
| 폐이지수 | 160 |
| 가격（PDF+Excel） | |
| Single user license | Eur 1,500 |
| 2-10 User license | Eur 2,250 |
| Corporate license | Eur 3,000 |
| 구성 | 영문조사보고서 |
Berg Insight「세계 자동차 텔레매틱스 하드웨어 시장 제1판 – The Global Vehicle Telematics Hardware Market 1st Edition」은 애프터마켓 및 OEM 세그먼트 모두에서 승용차 및 상용차에 탑재된 텔레매틱스 하드웨어 시장을 조사하고 있습니다。
주요 게시물
- 승용차 및 상용차 시장
- 개요
- 자동차 및 상용차 텔레매틱스
- 애프터 마켓 및 OEM 텔레매틱스 구조
- 시장 예측과 동향
- 애프터마켓 텔레매틱스 하드웨어 시장 예측
- OEM 텔레매틱스 하드웨어 시장 예측
- 가치 사슬 분석
- 시장 동향
- 기업 개요 및 전략
- 애프터마켓 전문 하드웨어 공급업체
- 수직 통합 텔레매틱스 및 함대 관리 공급업체
- OEM 텔레매틱스 하드웨어 공급업체
Report Overview
This report focuses on the hardware part of the connected vehicle value chain, including device form factors such as blackboxes, OBD dongles and TCUs. Berg Insight estimates that total shipments of telematics devices reached 95.0 million units worldwide in 2021. Growing at a compound annual growth rate of 10.9 percent, shipments are expected to reach 159.3 million units in 2026. The report covers both the aftermarket and OEM segments for passenger cars and commercial vehicles. Get up to date with the latest industry trends in this new 160-page strategy report from Berg Insight.
이 보고서는 블랙박스, OBD 동글 및 TCU와 같은 장치 폼 팩터를 포함하여 연결된 차량 가치 사슬의 하드웨어 부분에 중점을 둡니다. Berg Insight는 텔레매틱스 장치의 총 출하량이 2021년에 전 세계적으로 9,500만 대에 도달했다고 추정합니다. 연간 복합 성장률 10.9%로 성장하여 2026년에는 출하량이 1억 5,930만 대에 이를 것으로 예상됩니다. 이 보고서는 승객을 위한 애프터마켓 및 OEM 부문을 모두 다루고 있습니다. 자동차 및 상업용 차량. Berg Insight의 이 새로운 160페이지 전략 보고서에서 최신 업계 동향을 확인하십시오.
The Global Vehicle Telematics Hardware Market is a strategy report from Berg Insight covering both the aftermarket and OEM segments for passenger cars and commercial vehicles. This strategic research report from Berg Insight provides you with 160 pages of unique business intelligence including 5-year industry forecasts and expert commentary on which to base your business decisions.
Highlights from the report:
- Insights from 30 new executive interviews with market leading companies.
- Comprehensive overview of the vehicle telematics hardware value chain and key applications.
- In-depth analysis of market trends and key developments.
- New profiles of 96 aftermarket and OEM vehicle telematics hardware vendors.
- Summary of the involvement of vehicle OEMs and mobile operators.
- New data on vehicle populations and new vehicle registrations worldwide.
- Market forecasts by region lasting until 2026.
Shipments of aftermarket and OEM telematics devices reached 95 million units in 2021
Telematics is a broad term that may be applied to a wide range of vehicle connectivity solutions. Berg Insight’s definition of a telematics system in this report is an automatic system designed for passenger cars and commercial vehicles that incorporates some form of cellular communications.
The connected car is a major trend in the automotive industry. After many years of development and false starts, car telematics has gained momentum and virtually all of the world’s leading carmakers have launched mass-market services in key regions. The OEM initiatives can be seen as competition for the aftermarket solutions, but there is still a growing demand for different forms of aftermarket telematics services. The addressable market for aftermarket telematics solutions is significant. At the end of 2020, there were an estimated 1.4 billion vehicles registered worldwide. Berg Insight has found that more than 42.0 million aftermarket telematics hardware devices were sold globally during 2021 at a total market value of approximately € 2.2 billion. Asia-Pacific is the largest geographical market, achieving shipments of about 16.8 million in 2021. The shipments of aftermarket telematics hardware in Europe and North America accounted for 10.3 million and 9.3 million respectively. Berg Insight forecasts that global shipments of aftermarket telematics devices will grow at a CAGR of 11.6 percent in the next five years to reach 72.8 million in 2026.
Jimi/Concox was the market leader in terms of aftermarket hardware shipments with a market share of about 14 percent reaching annual shipments of 6.0 million telematics devices in 2021. Queclink was the runner up with a market share of about 10 percent and shipments of 4.0 million telematics units in 2021. Additional top players include CalAmp and Teltonika.
CalAmp ranked third and the company’s sales of telematics products accounted for 48 percent of the company’s revenues in 2022. Teltonika has grown significantly during the past couple of years and was the fourth largest vendor reaching annual sales of 3.7 million telematics devices in 2021. Notable vendors further include Xirgo Technologies (Sensata), Danlaw and Positioning Universal from North America; Gosuncn, Neoway, Suntech International, GoSafe, Sinocastel and ATrack from Asia-Pacific; and Meta System, Ruptela, Munic and Vem solutions from Europe.
Automotive manufacturers can choose between connectivity options such as embedded and handset-based when creating connected car services, which are not mutually exclusive. Embedded solutions use cellular communications hardware inside the vehicle, whereas handset-based solutions use a tethered device such as the driver’s smartphone for connectivity. This report mainly focuses on embedded telematics solutions. Several categories of telematics applications are now offered by most leading vehicle manufacturers. Examples include eCall and roadside assistance, stolen vehicle tracking (SVT), vehicle diagnostics, over-the-air updates, connected navigation and infotainment, fleet management, Wi-Fi hotspots as well as concierge services and convenience applications.
Virtually all of the world’s leading car manufacturers have launched mass-market services in key regions. The drivers behind the adoption of OEM telematics are both commercial and regulatory. There are also numerous OEM telematics offerings from commercial vehicle manufacturers, provided either independently or in collaboration with third parties including leading aftermarket telematics providers. These OEM solutions are expected to achieve increased adoption and to an increasing extent be delivered as standard features.
Berg Insight estimates that global shipments of OEM telematics hardware for both passenger cars and commercial vehicles reached close to 53.0 million units in 2021 at a total market value of € 7.8 billion. Berg Insight estimates that nearly 64 percent of all new vehicles sold worldwide in 2021 were equipped with an OEM embedded telematics system, up from 56 percent in 2020.
The design and development of OEM telematics systems is complex as these have to integrate with vehicle systems, fulfil strict quality standards and ensure performance during the long lifecycle of a vehicle model. For this reason, the OEM telematics equipment suppliers are generally established automotive suppliers that develop their solutions in cooperation with car manufacturers. Berg Insight has identified LG Electronics as the market leader in terms of OEM telematics shipments at a market share of about 28 percent. The company has contracts with leading automotive brands such as General Motors and Volkswagen. Continental and Harman were the runners up with market shares of about 19 and 9 percent respectively. Other leading OEM telematics hardware vendors include Marelli, Denso, Valeo, Actia, Lear, Bosch, Visteon and Aptiv.
목차
Executive summary
1 The passenger car and commercial vehicle market
1.1 Introduction
1.1.1 Vehicles in use by region
1.1.2 New vehicle registration trends
1.2 Automotive and commercial vehicle telematics
1.2.1 Vehicle management
1.2.2 Vehicle diagnostics and maintenance planning
1.2.3 Security tracking
1.3 Aftermarket and OEM telematics infrastructure
1.3.1 Vehicle segment
1.3.2 Tracking segment
1.3.3 Network segment
2 Market forecasts and trends
2.1 Aftermarket telematics hardware forecast
2.1.1 The aftermarket telematics hardware vendor market shares
2.1.2 Aftermarket telematics hardware market analysis and forecasts
2.2 OEM telematics hardware forecast
2.2.1 Leading OEM telematics hardware vendors
2.2.2 OEM telematics hardware market analysis and forecasts
2.3 Value chain analysis
2.3.1 Automotive industry players
2.3.2 Telematics industry players
2.3.3 Telecom industry players
2.4 Market trends
2.4.1 OEM SVT services compete with aftermarket services in many countries
2.4.2 Remote control features become standard
2.4.3 Telematics hardware vendors expand into the software space
2.4.4 The electrification trend boosts adoption of OEM telematics hardware
2.4.5 V2X technology becomes integrated in OEM telematics hardware
2.4.6 The regulatory environment has driven the adoption of OEM telematics
3 Company profiles and strategies
3.1 Specialised aftermarket hardware vendors
3.1.1 666GPS (Guangzhou Xingwei Information Technology)
3.1.2 ATrack
3.1.3 Advantech
3.1.4 Aplicom
3.1.5 Arya Omnitalk
3.1.6 ArusNavi
3.1.7 Atlanta Systems
3.1.8 Auto Leaders (Sinotrack)
3.1.9 Bitrek
3.1.10 Bofan Information Technology
3.1.11 CalAmp
3.1.12 Coban Electronics
3.1.13 Danlaw
3.1.14 Digital Communications Technologies (DCT)
3.1.15 Digital Matter
3.1.16 Eelink Communication Technology
3.1.17 ERM Advanced Telematics
3.1.18 G7 Networks
3.1.19 Galileosky
3.1.20 Geometris
3.1.21 Gosafe
3.1.22 Gosuncn WeLink
3.1.23 Huabao Electronics Technology
3.1.24 Hua Sheng
3.1.25 IAV
3.1.26 iTriangle
3.1.27 iWave
3.1.28 Jimi (Concox)
3.1.29 Jointech
3.1.30 Kingwo
3.1.31 Lantronix
3.1.32 LK-GPS (LHYK Communication Technology)
3.1.33 Maxtrack
3.1.34 Meitrack
3.1.35 Meta System
3.1.36 Micronet
3.1.37 Munic
3.1.38 Navtelecom
3.1.39 NetModule (Belden)
3.1.40 Neoway
3.1.41 Neomatica
3.1.42 Omnicomm
3.1.43 PCL Technology
3.1.44 PFK Electronics
3.1.45 Positioning Universal
3.1.46 PowerFleet (Cellocator)
3.1.47 Quake Global
3.1.48 Quartix
3.1.49 Queclink Wireless Solutions
3.1.50 Questar Auto Technologies
3.1.51 Redtail Telematics
3.1.52 Ruptela
3.1.53 Sierra Wireless
3.1.54 Sinocastel
3.1.55 Suntech International
3.1.56 Squarell Technology
3.1.57 TechnoKom
3.1.58 Teltonika
3.1.59 Trakm8
3.1.60 Tramigo
3.1.61 ThinkRace
3.1.62 TOPFLYtech
3.1.63 TotemTech
3.1.64 Ulbotech
3.1.65 Vem Solutions (Viasat Group)
3.1.66 Voyomotive
3.1.67 Volty
3.1.68 Xirgo Technologies (Sensata)
3.2 Vertically integrated telematics and fleet management vendors
3.2.1 Connected Cars
3.2.2 Cox Automotive and Cox2M
3.2.3 Directed Electronics Australia
3.2.4 Fleet Complete
3.2.5 Geotab
3.2.6 IMS
3.2.7 Ituran
3.2.8 KUANTIC
3.2.9 Motive
3.2.10 Omnitracs
3.2.11 PassTime GPS
3.2.12 Procon Analytics
3.2.13 Samsara
3.2.14 SareKon
3.2.15 Spireon
3.2.16 Webfleet Solutions
3.3 OEM telematics hardware suppliers
3.3.1 Actia
3.3.2 Aptiv
3.3.3 Bosch
3.3.4 Continental
3.3.5 Denso
3.3.6 Harman
3.3.7 Lear
3.3.8 LG Electronics
3.3.9 Marelli
3.3.10 Valeo
3.3.11 Visteon
3.3.12 Other OEM telematics hardware vendors
Glossary
List of Figures
Figure 1.1: Vehicle parc by region (World 2014-2020)……………………………………………………..4
Figure 1.2 Top 10 countries by vehicle registrations (2021) ………………………………………………5
Figure 1.3: New vehicle registration data (World 2014-2021)…………………………………………….6
Figure 1.4: Passenger car registrations by manufacturer (EU+EFTA 2021) ………………………..7
Figure 1.5: Passenger car registrations by manufacturer (North America 2021)…………………..8
Figure 1.6: Passenger car registrations by manufacturer (China 2021)……………………………..10
Figure 1.7: Block diagram of a Telematics Control Unit…………………………………………………..18
Figure 1.8: Cost comparison for IoT technologies (2022)………………………………………………..21
Figure 2.1: Top aftermarket hardware telematics vendors (World 2021)……………………………26
Figure 2.2: Aftermarket telematics hardware shipment forecast (World 2020-2026) …………..29
Figure 2.3: OEM telematics hardware shipment forecast, by region (World 2020-2026) …….33
Figure 2.4: Shipments of TCUs in passenger cars by technology (World 2020-2026)………..34
Figure 2.5: OEM telematics hardware revenues (2020-2026) ………………………………………….36
Figure 2.6: Examples of vertically integrated telematics players……………………………………….42
Figure 2.7: Registered highway capable BEVs and PHEVs (World 2021)………………………….48
Figure 2.8: New registrations of highway capable BEVs and PHEVs (World 2021) …………….49
Figure 3.1: ATrack AK7V, AK11 and AK300 telematics devices………………………………………..53
Figure 3.2: Atlanta’s AIS-140 certified telematics device WP-30L……………………………………..58
Figure 3.3: DataLogger OBD-II Devices (Q1-2022) …………………………………………………………62
Figure 3.4: ERM Advanced Telematics StarLink Asset and TrackerSF devices ………………….67
Figure 3.5: Geometris’ whereQube OBD and AVL tracking devices………………………………….70
Figure 3.6: Jimi’s Tracksolidpro platform ………………………………………………………………………77
Figure 3.7: Munic’s portfolio of telematics devices …………………………………………………………84
Figure 3.8: Examples of Queclink telematics hardware …………………………………………………..96
Figure 3.9: Sinocastel OBD devices ……………………………………………………………………………102
Figure 3.10: AmberOBD mobile and web apps…………………………………………………………….108
Figure 3.11: Xirgo’s XT2400 Series……………………………………………………………………………..114
