Semiannual Update: Connected Car Image

Semiannual Update: Connected Car


Actionable Benefits

  • Identify the COVID-19 and chipset supply shortage effect on connected vehicle sales.
  • Keep track of the latest connected vehicle market trends, challenges, and competitive landscape.
  • Quickly assimilate how OEM strategies concerning connected vehicle subscription prices and free trial periods vary globally.
  • Formulate installed-base monetization strategies.           

Critical Questions Answered

  • What is the current market size for connected vehicles, and how it differs regionally?
  • How are the emerging countries approaching vehicle connectivity?
  • What are the main challenges to the connected services subscription revenue model adopted today, and how are  OEMs respoding to them?
  • What are the challenges in the aftermarket and emerging opportunities?
  • What is the horizon over which new monetization opportunities will mature?     

Research Highlights

  • Distinction between the installed base of vehicles with hardware that enables connectivity and active infotainment and telematics subscriptions.
  • Updated connected car revenue forecast with additional telematics and infotainment data granularity.
  • Thorough global comparison of connected vehicle subscription prices and free trial period by carmakers.
  • Detailed assessment of the main challenges in the connected vehicle embedded and aftermarket verticals and regional differences.     

Who Should Read This?

  • Decision-makers within OEMs and Tier 1s responsible for connected vehicle solutions deployment.
  • Product managers at MNOs, semiconductor, and software companies providing connectivity and infotainment enabling technologies.
  • Planners within insurers, TSPs, MNOs, and digital security players.

Table of Contents

New Vehicle Sales

Chipset Supply Shortage

Connected Cars – Latin America

Connected Cars – China

Connected Car Shipments – APAC

Connected Cars – Africa and Middle East

Connected Cars – North America and Europe

Connected Infotainment Subscription Adoption/Churn

Connected Services Free Trials

Infotainment Free Trial Period Variation

Subscription Price Variation

Active Connected Car Subscriptions – Embedded Connectivity

Connected Car Subscription Revenues

Infotainment OS

Cockpit Hypervisors


Major and Minor Connected Car Opportunities 

Increasing and Decreasing Opportunities

Offensive and Defensive Strategies