The Global Automotive OEM Telematics Market 9th Edition

Embedded Car OEM Telematics Subscribers Exceeded 200 Million in 2022

Telematics is a broad term that may be applied to a wide range of automotive connectivity solutions. The definition of a car telematics system in this report is an automatic system designed for passenger cars that incorporates some form of cellular communications. Mobile networks have enabled online connectivity with two-way communications at the same time as GPS technology has been commoditised to the extent that satellite positioning can be integrated into virtually any device. Automotive manufacturers can choose between several connectivity options when creating connected car services, which are not mutually exclusive.

The main options are embedded telematics devices, tethered devices and integrated smartphones. Connectivity and intelligence can be built into the car in the form of embedded systems. Solutions relying on integrated smartphones leverage the connectivity and intelligence built into the smartphone. Car manufacturers often use a combination of these options to support different customer needs and demands in various markets.

Three out of four cars sold in 2023 were equipped with embedded telematics systems

Several categories of car telematics applications are now offered on a commercial basis by carmakers. Examples include eCall and roadside assistance, stolen vehicle tracking (SVT), vehicle diagnostics, over-the-air (OTA) updates, connected navigation and infotainment, entertainment services such as music and video streaming, Wi-Fi hotspots as well as concierge services and convenience applications. Convenience applications include remote control of vehicle functions such as door lock/unlock, vehicle preconditioning (heating or cooling of the passenger compartment before a trip), EV charging management and finding the last parking position.

Several other applications also exist, for instance, usage-based insurance, leasing and rental fleet management as well as electronic toll collection and road charging. Carmakers are also exploring in-vehicle commerce platforms and data exchanges to offer telematics data to third-party service providers. During the past years, carmakers have supported third-party service providers with APIs enabling data access and SDKs for application development.

A major trend in the connected car industry is moreover the increasing adoption of Android Automotive OS and Google Automotive Services (GAS). GM, Honda, Renault, Lincoln, Nissan, Volvo Cars and Polestar already have cars on the road today equipped with Android Automotive OS and GAS. Several other car OEMs have announced plans to adopt these in future car models. The connected car is a major trend in the automotive industry and virtually all of the world’s leading carmakers have launched mass-market services in key regions. The drivers behind the adoption of OEM telematics are both commercial and regulatory.

Regulatory initiatives related to safety and security will have a decisive effect on the adoption of OEM telematics in Europe. The EU’s eCall initiative and Russia’s ERA-GLONASS have made an automatic emergency call device a mandatory safety feature in all new car models sold. In North America, commercial services have driven the adoption of OEM telematics services that have evolved from being a differentiator to a mainstream feature now offered by all the leading car brands on a large majority of their models.

The Analyzer estimates that about 75 percent of all new cars sold worldwide in 2023 were equipped with an OEM-embedded telematics system, up from 72 percent in 2022. North America is the most advanced market in terms of premium telematics services with an attach rate of 91 percent. The EU+EFTA+UK region is just behind and had an attach rate of 90 percent. Other developed markets such as Japan and South Korea currently have attach rates of approximately 81 percent. China is an important market for telematics services with an attach rate of about 78 percent in 2023.

In other regions, the attach rate is still below 40 percent. As many volume brands such as Toyota, GM, Stellantis, Ford, Volkswagen, Hyundai, Honda and Nissan now offer connected services for free in their main markets, they will constitute a large part of the growth of connected car subscriptions in the coming years. Premium brands such as BMW, Mercedes Benz and Audi have offered telematics services as a standard feature across models and geographies for more than a decade and have a considerable number of subscribers. Other major car brands offering embedded telematics on a broad scale include Kia, Tesla, Renault, Geely, BYD, Volvo Cars, SAIC, GWM and Changan Motors.

The Analyzer estimates that total shipments of embedded OEM telematics systems reached 59.3 million units worldwide in 2023. Growing at a compound annual growth rate of 6.9 percent, the shipments are expected to reach 82.9 million units in 2028. During the same time, the attach rate of embedded telematics units is forecasted to increase from about 75 percent in 2023 to 94 percent in 2028. The number of telematics subscribers using embedded systems is forecasted to grow at a compound annual growth rate of 14.6 percent from 239.7 million subscribers in 2023 to 473.8 million in 2028

Highlights from the report

Insights from 30 executive interviews with market leading companies.
New data on car populations and new car registrations worldwide.
Comprehensive overview of the car OEM telematics value chain and key applications.
In-depth analysis of market trends and key developments.
Detailed profiles of 21 major car OEMs and their telematics propositions.
Updated market forecasts by region lasting until 2028.

The report answers the following questions

What is the current status of the car OEM telematics industry?
Which are the key OEM telematics applications?
Which are the leading telematics service providers?
What telematics offerings are available from the leading car OEMs today?
What business models are used by car OEMs?
How are mobile operators and MVNOs positioning themselves in the telematics value chain?
How will connected car data consumption evolve in the next years?
How will the market evolve in Europe, North America, Latin America, Asia-Pacific and MEA?

Executive Summary

1 The Global Passenger Car Market

1.1 Introduction
1.1.1 Passenger cars in use by region
1.1.2 New passenger car registration trends
1.2 Car manufactures
1.2.1 Toyota Motor Corporation
1.2.2 Renault-Nissan-Mitsubishi Alliance
1.2.3 Volkswagen Group
1.2.4 Stellantis
1.2.5 Ford Motor Company
1.2.6 General Motors
1.2.7 Mercedes-Benz Group
1.2.8 BMW Group
1.2.9 Honda Motor
1.2.10 Hyundai Motor Group
1.3 Overview of car OEM telematics services
1.3.1 Embedded and hybrid telematics systems
1.3.2 Car OEM telematics services in North America
1.3.3 Car OEM telematics services in Europe
1.3.4 Car OEM telematics services in Asia-Pacific
1.3.5 Car OEM telematics services in Latin America
1.3.6 Car OEM telematics services in the Middle East and Africa
1.3.7 Business models
1.4 Regulatory compliance
1.4.1 Vehicle security, safety and emergency call regulations
1.4.2 Vehicle emissions
1.4.3 Data protection
1.5 Market trends
1.5.1 Hybrid electric, plug-in hybrid electric and all-electric vehicles
1.5.2 Carsharing and personal transportation as a service
1.5.3 ADAS and autonomous driving technologies
1.5.4 Vehicle-to-Everything (V2X) communications

2 Car Telematics Solutions

2.1 Car telematics infrastructure
2.1.1 Vehicle segment
2.1.2 Tracking segment
2.1.3 Network segment
2.1.4 Service segment
2.2 Car telematics applications
2.2.1 eCall and roadside assistance
2.2.2 Stolen vehicle tracking
2.2.3 Motor insurance telematics
2.2.4 Vehicle diagnostics and maintenance
2.2.5 Over-the-air updates
2.2.6 Leasing and rental fleet management
2.2.7 Electronic toll collection and congestion charging
2.2.8 Remote control and convenience services
2.2.9 Connected navigation and infotainment
2.2.10 Connected in-vehicle payments
2.2.11 Wi-Fi hotspot
2.3 Connectivity options
2.3.1 Tethered devices
2.3.2 Integrated smartphone solutions
2.3.3 Embedded connectivity solution

3 OEM Telematics Propositions

3.1 BMW
3.1.1 Overview of BMW passenger car models
3.1.2 Overview of BMW ConnectedDrive telematics services
3.1.3 BMW infotainment systems and apps
3.1.4 BMW and MINI CarData
3.1.5 BMW Mobility Services
3.1.6 MINI telematics services
3.2 BYD Auto
3.2.1 Overview of BYD passenger car models
3.2.2 BYD connected car services
3.3 Changan Motors
3.3.1 Overview of Changan Motors passenger car models
3.3.2 Overview of Changan Motors InCall
3.4 Ford Motor Company
3.4.1 Overview of Ford passenger car models
3.4.2 Ford infotainment systems
3.4.3 Overview of Ford telematics services
3.4.4 FordPass Connect and Lincoln telematics services
3.4.5 Ford Pro commercial offerings
3.5 Geely
3.5.1 Overview of Geely passenger car models
3.5.2 Geely connected car services
3.6 General Motors
3.6.1 Overview of the main GM passenger car brands
3.6.2 GM OnStar telematics services
3.6.3 Connected infotainment systems and apps
3.7 Great Wall Motors
3.7.1 Overview of Great Wall Motors passenger car models
3.7.2 GWM connected car platforms and services
3.8 Honda Motor Company
3.8.1 Overview of Honda and Acura passenger car models
3.8.2 Overview of Honda and Acura infotainment systems and connectivity services
3.8.3 HondaLink connected car systems and services
3.8.4 AcuraLink connected car systems and services
3.9 Hyundai Motor Group
3.9.1 Overview of Hyundai and Kia passenger car models
3.9.2 Overview of Hyundai Motor Group’s telematics solutions
3.9.3 The Hyundai Bluelink telematics service in North America
3.9.4 The Kia Connect Services
3.10 Jaguar Land Rover
3.10.1 Overview of Jaguar Land Rover passenger car models
3.10.2 Jaguar Land Rover telematics services
3.11 Mazda Motor Corporation
3.11.1 Overview of Mazda passenger car models
3.11.2 The Mazda Connect infotainment system and telematics services
3.12 Mercedes-Benz Group
3.12.1 Overview of Mercedes-Benz passenger car models
3.12.2 Overview of Mercedes-Benz telematics services
3.12.3 MBUX - Mercedes-Benz User Experience infotainment system
3.12.4 Mercedes Me services
3.12.5 Mercedes-Benz connected services in North America
3.13 Nissan Motor Company
3.13.1 Overview of Nissan and Infiniti passenger car models
3.13.2 Overview of Nissan and Infiniti infotainment systems and telematics services
3.13.3 NissanConnect Services
3.13.4 Infiniti North America connected car services
3.14 Renault Group
3.14.1 Overview of Renault and Dacia passenger car models
3.14.2 Overview of Renault infotainment systems and telematics services
3.14.3 Renault connected services
3.15 SAIC Motor
3.15.1 Overview of SAIC Motor passenger car models
3.15.2 The SAIC connected car programmes
3.16 Stellantis
3.16.1 Overview of Stellantis passenger car models
3.16.2 Overview of Stellantis’ connected car platforms
3.16.3 Mobilisights
3.16.4 The Uconnect infotainment system
3.16.5 Uconnect connected services
3.16.6 Peugeot, Citroën, DS, Vauxhall and Opel telematics services
3.16.7 Free2Move
3.16.8 Leasys
3.17 Subaru
3.17.1 Overview of Subaru passenger car models
3.17.2 The Subaru STARLINK infotainment system
3.17.3 Subaru STARLINK connected services
3.18 Tesla
3.18.1 Overview of Tesla passenger car models
3.18.2 Tesla infotainment systems and telematics services
3.19 Toyota Motor Corporation
3.19.1 Overview of Toyota and Lexus passenger car models
3.19.2 Overview of Toyota and Lexus telematics services
3.19.3 The T-Connect and G-LINK telematics services for the Japanese market
3.19.5 Toyota and Lexus telematics services in the Middle East
3.19.6 Toyota connected services in Australia
3.19.7 Toyota and Lexus connected services in Europe
3.19.8 Toyota Kinto
3.20 Volkswagen Group
3.20.1 Overview of Volkswagen Group passenger car brands and models
3.20.2 Cariad
3.20.3 The Audi Connect telematics services
3.20.4 Porsche connected car services
3.20.5 Volkswagen We Connect
3.20.6 The Volkswagen Car-Net telematics services
3.21 Volvo Cars
3.21.1 Overview of Volvo passenger car models
3.21.2 Volvo infotainment systems
3.21.3 Volvo Digital Services
3.21.4 Volvo On Demand and Care by Volvo

4 Connected Car Ecosystem Players

4.1 Telematics service providers
4.1.1 Beijing Yesway Information Technology
4.1.2 Bosch
4.1.3 Cerence
4.1.4 Harman International
4.1.5 IMS
4.1.6 OCTO Telematics
4.1.7 PATEO
4.1.8 Sibros
4.1.9 SiriusXM Connected Vehicle Services
4.1.10 Targa Telematics
4.1.11 Valtech Mobility
4.1.12 WirelessCar
4.2 Mobile operators
4.2.1 América Móvil
4.2.2 AT&T
4.2.3 China Mobile
4.2.4 China Unicom
4.2.5 Deutsche Telekom
4.2.6 KDDI
4.2.7 Orange
4.2.8 T-Mobile USA
4.2.9 Telefónica Group
4.2.10 Verizon Communications
4.2.11 Vodafone
4.3 IoT managed service providers
4.3.1 Aeris
4.3.2 Airnity
4.3.3 Cubic Telecom
4.3.4 NTT
4.3.5 Tata Communications
4.4 Marketplace and developer platform providers
4.4.1 CCC Intelligent Solutions
4.4.2 High Mobility
4.4.3 LexisNexis Risk Solutions
4.4.4 Smartcar
4.4.5 Verisk Analytics

5 Market Forecasts and Trends

5.1 Car telematics forecasts
5.1.1 Car sales forecast
5.1.2 Car telematics forecast
5.1.3 Car telematics in the EU+EFTA+UK and Eastern Europe
5.1.4 Car telematics in North America
5.1.5 Car telematics in Latin America
5.1.6 Car telematics in Asia-Pacific
5.1.7 Car telematics in the Middle East and Africa
5.1.8 Hardware and service revenue forecast
5.1.9 Embedded TCU shipments by technology
5.2 Market trends
5.2.1 Mass market safety services driven by regional mandates
5.2.2 Automotive OEMs to collaborate in a wide ecosystem of partners
5.2.3 OEM SVT services compete with aftermarket services in many countries
5.2.4 Connected navigation faces competition from free smartphone apps
5.2.5 Remote control features have become standard and continue to evolve
5.2.6 CRM solutions and vehicle diagnostics enable improved customer care
5.2.7 OEMs involved in usage-based insurance products
5.2.8 Connectivity enables new car distribution models
5.2.9 Wi-Fi hotspots enable convenient connectivity for passengers
5.2.10 Over-the-air (OTA) updates reduce recall expenses
5.2.11 Call centre convenience services are less common
5.2.12 AI-powered in-car personal assistants to complement concierge services
5.2.13 Apple CarPlay and Android Auto drive uptake of smartphone integration
5.2.14 Data exchanges make OEM data available for third-party providers
5.2.15 In-vehicle commerce platforms are emerging in mature markets
5.2.16 New car assessment programmes drive demand for V2X
5.2.17 Android Automotive OS and Google Automotive Services gain traction
5.2.18 TSPs adjust to automotive OEMs’ insourcing strategies
5.2.19 Chinese brands enter the European car market
5.2.20 Smartphone-mirroring solutions expected to remain popular
5.2.21 Data consumption from connected cars will ramp up in the next few years
5.2.22 Satellite IoT communications in the automotive industry
5.3 Value chain analysis
5.3.1 Automotive OEM suppliers
5.3.2 Telematics service providers
5.3.3 Car manufacturers
5.3.4 Telecoms industry players
5.3.5 Software, application and content suppliers
5.4 Mergers and acquisitions

List of Acronyms and Abbreviations

List of Figures

Figure 1.1: Car parc by region (World 2016-2022)
Figure 1.2: Passenger car density per 1,000 inhabitants (EU+EFTA+UK 2022)
Figure 1.3: New car registration data (World 2016-2023)
Figure 1.4: Top 10 countries by new passenger car and light truck registrations (2023)
Figure 1.5: Top 20 passenger car manufacturers by revenues (World 2023)
Figure 1.6: Passenger car registrations by manufacturer (EU+EFTA+UK 2023)
Figure 1.7: Passenger car registrations by manufacturer (North America 2023)
Figure 1.8: Passenger car registrations by manufacturer (Japan 2023)
Figure 1.9: Passenger car registrations by manufacturer (China 2023)
Figure 1.10: Connected car park (World 2022-2023)
Figure 1.11: Car OEM telematics availability in North America (June 2024)
Figure 1.12: Car OEM telematics availability in Europe (June 2024)
Figure 1.13: Car OEM telematics availability in Asia-Pacific (June 2024)
Figure 1.14: Car OEM telematics availability in Latin America (June 2024)
Figure 1.15: Car OEM telematics availability in the Middle East and Africa (June 2024)
Figure 1.16: Top selling battery-electric car models (World 2023)
Figure 1.17: Registered highway-capable BEVs and PHEVs (World 2023)
Figure 1.18: New registrations of highway-capable BEVs and PHEVs (World 2023)
Figure 1.19: Leading carsharing service providers (World Q4-2022)
Figure 2.1: eCall application lifecycle
Figure 2.2: SVT application lifecycle
Figure 2.3: Motor insurance telematics application lifecycle
Figure 2.4: Vehicle diagnostics application lifecycle
Figure 2.5: Leasing and rental fleet management application lifecycle
Figure 2.6: Electronic toll collection application lifecycle
Figure 2.7: Convenience services and remote control application lifecycle
Figure 2.8: Connected navigation application lifecycle
Figure 2.9: Connectivity options
Figure 3.1: Connected Booster package (Europe 2024)
Figure 3.2: GM OnStar services and price plans (North America 2024)
Figure 3.3: AcuraLink services and price plans (North America 2024)
Figure 3.4: Hyundai Bluelink services and price plans (USA 2024)
Figure 3.5: Overview of InControl subscription services (Europe 2024)
Figure 3.6: Overview of Mercedes-Benz USA’s Digital Extras services (USA 2024)
Figure 3.7: Infiniti Touch services (USA 2024)
Figure 3.8: Examples of Subaru’s STARLINK service packages (USA 2024)
Figure 3.9: Toyota and Lexus telematics systems (World 2024)
Figure 3.10: Lexus Enform services and prices (USA 2024)
Figure 3.11: Audi North America Connect services and price plans (2024)
Figure 3.12: Porsche Car Connect services and price plans (World 2024)
Figure 3.13: VW Car-Net packages (USA 2024)
Figure 4.1: IoT communications service providers (Q2-2024)
Figure 4.2: IoT managed service providers (Q2-2024)
Figure 5.1: New car sales, by region (World 2022-2028)
Figure 5.2: Telematics shipments and active subscribers (World 2022-2028)
Figure 5.3: Telematics shipments and active subscribers (EU+EFTA+UK 2022-2028)
Figure 5.4: Telematics shipments and active subscribers (Eastern Europe 2022-2028)
Figure 5.5: Telematics shipments and active subscribers (North America 2022-2028)
Figure 5.6: Telematics shipments and active subscribers (Latin America 2022-2028)
Figure 5.7: Telematics shipments and active subscribers (Asia-Pacific 2022-2028)
Figure 5.8: Telematics shipments and active subscribers (MEA 2022-2028)
Figure 5.9: Telematics hardware and service revenues (World 2022-2028)
Figure 5.10: Telematics hardware and service revenues (EU+EFTA+UK 2022-2028)
Figure 5.11: Telematics hardware and service revenues (North America 2022-2028)
Figure 5.12: Telematics hardware and service revenues (RoW 2022-2028)
Figure 5.13: Shipments of embedded TCUs by technology (World 2022-2028)
Figure 5.14: The adoption of Android Automotive and GAS by car brand (Q2-2024)
Figure 5.15: Average annual data consumption per connected car (World 2023-2028)
Figure 5.16: OEM telematics SIM cards by region (World 2022-2028)
Figure 5.17: Mergers and acquisitions in the connected car space (2017-2024)

Companies Mentioned (Partial List)

A selection of companies mentioned in this report includes, but is not limited to:

Telematics service providers
Beijing Yesway Information Technology
Bosch
Cerence
Harman International
IMS
OCTO Telematics
PATEO
Sibros
SiriusXM Connected Vehicle Services
Targa Telematics
Valtech Mobility
WirelessCar
Mobile operators
América Móvil
AT&T
China Mobile
China Unicom
Deutsche Telekom
KDDI
Orange
T-Mobile USA
Telefónica Group
Verizon Communications
Vodafone
IoT managed service providers
Aeris
Airnity
Cubic Telecom
NTT
Tata Communications
Marketplace and developer platform providers
CCC Intelligent Solutions
High Mobility
LexisNexis Risk Solutions
Smartcar
Verisk Analytics

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Three out of four cars sold in 2023 were equipped with embedded telematics systems

Highlights from the report

The report answers the following questions

Table of Contents

Companies Mentioned (Partial List)

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