The Automotive Connectivity SoC, NAD and TCU Markets – 1st Edition
오늘날 전 세계 유수의 자동차 OEM 거의 대부분이 주요 지역에서 대량 판매용 커넥티드 서비스를 출시했습니다. 커넥티드 카는 차량과 외부 네트워크 및 내비게이션 위성 시스템 간의 통신을 제공하는 텔레매틱스 제어 장치(TCU)를 사용합니다. 제공되는 커넥티드 카 서비스의 예로는 eCall 및 긴급출동 서비스, 도난 차량 추적(SVT), 차량 진단, 무선(OTA) 업데이트, 커넥티드 내비게이션, 음악 및 비디오 스트리밍과 같은 엔터테인먼트 서비스, 편의 서비스, Wi-Fi 핫스팟, AI 개인 비서 서비스 등이 있습니다.
| 조사회사 | Berg Insight |
| 출판년월 | 2025년11월 |
| 페이지 수 | 90 |
| 도표 수 | 35 |
| 라이센스 | Single User License |
| 가격 | Euro 1,500 |
| 구성 | 영문조사보고서 |
자동차 커넥티비티 SoC, NAD 및 TCU 시장은 승용차 및 상용차 OEM 부문을 다루는 Berg Insight의 전략 보고서입니다. Berg Insight의 이 전략 연구 보고서는 5년 산업 전망과 전문가 의견을 포함한 90페이지 분량의 독보적인 비즈니스 인텔리전스를 제공하며, 이는 비즈니스 의사 결정의 기반이 될 것입니다.
이 보고서는 커넥티드 카 가치 사슬의 하드웨어 부분, 특히 승용차 및 상용차 OEM이 장착한 장치에 중점을 둡니다. Berg Insight는 승용차 및 상용차용 TCU의 전 세계 출하량이 2024년에 7,440만 대에 이를 것으로 추산합니다. 연평균 성장률(CAGR) 5.0%로 성장하여 2029년에는 9,500만 대에 이를 것으로 예상됩니다. Berg Insight의 새로운 90페이지 분량 전략 보고서에서 최신 업계 동향을 확인하세요.
보고서의 주요 내용:
- 시장을 선도하는 기업들과의 수많은 인터뷰를 통해 얻은 통찰력.
- TCU 가치 사슬에 대한 포괄적인 개요.
- 시장 동향 및 주요 개발 동향에 대한 심층 분석.
- 26개 TCU, NAD, SoC 공급업체에 대한 상세 프로필.
- 선도적인 TCU, NAD, SoC 공급업체를 포괄하는 시장 점유율 데이터.
- 전 세계 차량 대수 및 신규 차량 등록에 대한 새로운 데이터.
- 2029년까지 지역별 시장 전망.
Report Overview
The Automotive Connectivity SoC, NAD and TCU Markets is a strategy report from Berg Insight covering the OEM segment for passenger cars and commercial vehicles. This strategic research report from Berg Insight provides you with 90 pages of unique business intelligence including 5-year industry forecasts and expert commentary on which to base your business decisions.
This report focuses on the hardware part of the connected vehicle value chain, and specifically the devices installed by the passenger car and commercial vehicle OEMs. Berg Insight estimates that global shipments of TCUs for both passenger cars and commercial vehicles reached 74.4 million units in 2024. Growing at a CAGR of 5.0 percent, global shipments are expected to reach 95.0 million units in 2029. Get up to date with the latest industry trends in this new 90-page strategy report from Berg Insight.
Highlights from the report:
- Insights from numerous interviews with market leading companies.
- Comprehensive overview of the TCU value chain.
- In-depth analysis of market trends and key developments.
- Detailed profiles of 26 TCU, NAD and SoC vendors.
- Market share data covering the leading TCU, NAD and SoC vendors.
- New data on vehicle populations and new vehicle registrations worldwide.
- Market forecasts by region lasting until 2029.
The total TCU market value reached € 8.6 million in 2024
Virtually all of the world’s leading vehicle OEMs have launched mass-market connected services in key regions today. Connected vehicles rely on a telematics control unit (TCU), which provides communications between the vehicle and external networks and navigation satellite systems. Examples of connected car services offered include eCall and roadside assistance, stolen vehicle tracking (SVT), vehicle diagnostics, over-the-air (OTA) updates, connected navigation, entertainment services such as music and video streaming, convenience services, Wi-Fi hotspots as well as AI personal assistant services.
Berg Insight estimates that global shipments of TCUs for both passenger cars and commercial vehicles reached 74.4 million units in 2024. Growing at a compound annual growth rate (CAGR) of 5.0 percent, global shipments are expected to reach 95.0 million units in 2029. The total global market value of TCUs is forecasted to grow from € 8.6 billion in 2024 to € 11.5 billion in 2029. Berg Insight estimates that 78 percent of all new passenger cars and commercial vehicles sold worldwide in 2024 were equipped with a TCU, up from 74 percent in 2023. The vast majority of all sold TCUs today feature 4G LTE connectivity, though many carmakers plan to use 5G TCUs for the next generation of cars that will be released in the upcoming years. Berg Insight expects that 5G TCUs will account for about 70 percent of total shipments in 2029.
The OEM hardware telematics ecosystem spans TCU vendors, network access device (NAD) vendors and system-on-chip (SoC) suppliers. The value chain is characterised by powerful actors at both ends. Vehicle OEMs hold substantial leverage over their suppliers and dictates both technical specifications and commercial terms. At the opposite end, SoC suppliers maintain significant bargaining power, underpinned by high technological barriers to entry and a highly concentrated market structure. Consequently, NAD and TCU vendors operate in a constrained middle ground between dominant upstream and downstream players. These players must continuously balance the competing demands of OEMs and SoC suppliers, adapting their designs and business terms to maintain these relationships. Success in this environment largely depends on flexibility, technical agility and the ability to align closely with OEM requirements while effectively managing SoC supplier dependencies.
The design and development of TCUs is complex as these have to integrate with other vehicle systems, fulfil strict quality standards and ensure performance during the long lifecycle of a vehicle model. For this reason, TCUs are generally developed by established automotive suppliers in cooperation with car manufacturers. Berg Insight ranks LG Electronics as the leading TCU vendor in terms of shipments. Aumovio and Harman were the runners-up, both holding significant market shares. Other major TCU vendors include Actia, Bosch, Denso, Desay SV Automotive, Gosuncn WeLink, Hyundai Mobis, Lear, Lan-You Technology, Marelli, Neusoft Corporation and Valeo.
Important players in the TCU ecosystem include SoC vendors and NAD module vendors. The automotive connectivity SoC segment is heavily dominated by Qualcomm, which has long-standing relationships with all of the largest NAD module vendors, TCU suppliers and automotive OEMs. MediaTek ranks second and has strategically pivoted its IoT business towards high-end 5G applications, with a strong focus on the automotive sector in recent years. Other important automotive connectivity SoC vendors are China-based UNISOC and ASR Microelectronics. The SoCs are in turn integrated into NAD modules. NAD module developers include both specialised cellular module providers, as well as TCU vendors that operate as vertically integrated TCU makers with in-house NAD module design capabilities. Quectel is the leading provider of NAD modules for the automotive industry, followed by Rolling Wireless. Other major NAD module vendors include the TCU vendors LG Electronics and Aumovio, as well as specialised module vendors like Favalon (Fibocom), MeiG and Kontron.
Table of Contents
Executive Summary
1 The Passenger Car and Commercial Vehicle Market
1.1 Passenger car and commercial vehicle market data
1.1.1 Vehicles in use by region
1.1.2 New vehicle registration trends
1.2 The automotive OEM telematics market
1.2.1 Passenger car telematics services
1.2.2 Commercial vehicle telematics services
1.3 Telematics control units (TCUs)
1.3.1 Hardware components
1.3.2 Software and firmware layers
1.4 Network technologies
1.4.1 Cellular technologies
1.4.2 Vehicle-to-Everything (V2X) communications
1.4.3 Global navigation satellite systems (GNSS)
2 Market Forecasts and Trends
2.1 Market forecasts
2.1.1 TCU shipments and revenues by region
2.1.2 TCU shipments by network technology
2.2 Market analysis and vendor market shares
2.2.1 TCU vendor market shares
2.2.2 NAD module vendor market shares
2.2.3 SoC vendor market shares
2.3 Market trends
2.3.1 5G RedCap for TCUs on the horizon
2.3.2 TCU and infotainment integration gains traction in China
2.3.3 TCUs with integrated antennas gain traction
2.3.4 Zonal and software-defined architectures reshape TCU design strategies
2.3.5 Increasingly complex ADAS features drive the importance of safety for TCUs
2.3.6 Satellite connectivity offers new opportunities
2.3.7 New Car Assessment Programmes drive demand for V2X
2.3.8 The regulatory environment has driven the adoption of OEM telematics
3 Company Profiles and Strategies
3.1 TCU vendors
3.1.1 Actia
3.1.2 Aumovio (Continental)
3.1.3 Bosch
3.1.4 Denso
3.1.5 Desay SV Automotive
3.1.6 Gosuncn WeLink
3.1.7 Harman
3.1.8 Hyundai Mobis
3.1.9 Lear
3.1.10 LG Electronics
3.1.11 Lan-You Technology
3.1.12 Marelli
3.1.13 Neusoft Corporation
3.1.14 Valeo
3.1.15 Additional TCU vendors
3.2 NAD module Vendors
3.2.1 Cavli Wireless
3.2.2 Fibocom
3.2.3 Kontron
3.2.4 MeiG Smart Technology
3.2.5 Quectel
3.2.6 Rolling Wireless
3.2.7 Sunsea AIoT (SIMCom & Longsung)
3.2.8 Additional NAD module vendors
3.3 SoC vendors
3.3.1 ASR Microelectronics
3.3.2 MediaTek
3.3.3 Qualcomm
3.3.4 Samsung Electronics
3.3.5 UNISOC
Glossary
List of Figures
Figure 1.1: Vehicle parc by region (2017–2023) ………………………………………………………………… 5
Figure 1.2: Top 10 countries by vehicle registrations (2024) ……………………………………………….. 6
Figure 1.3: New vehicle registration data (World 2017–2024) ……………………………………………… 7
Figure 1.4: Passenger car registrations by manufacturer (EU27+EFTA+UK 2024) ……………….. 8
Figure 1.5: Passenger car registrations by manufacturer (North America 2024) ……………………. 9
Figure 1.6: Passenger car registrations by manufacturer (China 2024) ………………………………. 11
Figure 1.7: Car OEM telematics availability in Europe (2025) ……………………………………………. 13
Figure 1.8: Car OEM telematics availability in North America (2025) ………………………………….. 16
Figure 1.9: Car OEM telematics availability in Asia-Pacific (2025) ……………………………………… 18
Figure 1.10: Car OEM telematics availability in Latin America (2025) …………………………………. 20
Figure 1.11: Car OEM telematics availability in the Middle East and Africa (2025) ……………….. 21
Figure 1.12: Examples of TCUs …………………………………………………………………………………….. 25
Figure 1.13: Examples of NAD modules …………………………………………………………………………. 25
Figure 1.14: Cost comparison for NAD modules (2025)……………………………………………………. 27
Figure 2.1: TCU shipments by region (World 2023–2029) ………………………………………………… 33
Figure 2.2: TCU revenues by region (World 2023–2029) ………………………………………………….. 34
Figure 2.3: TCU shipments by network technology (World 2023–2029) ……………………………… 35
Figure 2.4: Overview of the TCU supplier ecosystem ……………………………………………………….. 37
Figure 2.5: TCU vendor market shares (World 2024) ……………………………………………………….. 38
Figure 2.6: NAD module vendor market shares (World 2024)……………………………………………. 39
Figure 2.7: SoC vendor market shares (World 2024) ……………………………………………………….. 41
Figure 2.8: Comparison of different automotive antenna concepts ……………………………………. 43
Figure 2.9: Cellular antennas in Tesla’s Model 3 and Model Y…………………………………………… 44
Figure 3.1: Actia ACU6-Pro Automotive TCU …………………………………………………………………… 50
Figure 3.2: Aumovio telematics control unit …………………………………………………………………….. 52
Figure 3.3: Example of a Bosch TCU with integrated antennas …………………………………………. 53
Figure 3.4: The Harman Ready Connect TCU …………………………………………………………………. 57
Figure 3.5: LG Electronics TCU technical roadmap …………………………………………………………. 60
Figure 3.6: Valeo 5G Premium TCU ……………………………………………………………………………….. 63
Figure 3.7: MeiG’s smart cockpit module roadmap …………………………………………………………. 73
Figure 3.8: Overview of MediaTek’s Dimensity Auto platform ……………………………………………. 80
Figure 3.9: Qualcomm’s Snapdragon Auto Connectivity products (Q4-2025)……………………… 82
Figure 3.10: QCT revenues by segment (2022–2024) ………………………………………………………. 83
Figure 3.11: Samsung’s automotive chip solutions ………………………………………………………….. 84
Figure 3.12: UNISOC’s cellular automotive chipsets (Q3-2025)…………………………………………. 86
