Connected Car

Price: Starting at USD 7,500
Publish Date: 15 Feb 2024
Code: MD-CCAR-111
Research Type: Market Data
Pages: 18
Connected Car
RELATED SERVICE AND SPOTLIGHTS: Smart Mobility & Automotive Software-defined Vehicles

Market Data Issue: MD-CCAR-111 | Published: 15 Feb 2024

Purchase
Actionable Benefits

Actionable Benefits

  • Identify and target the most promising growth opportunities in connected car technologies.
  • Evaluate regional revenue opportunities for infotainment and telematics.
  • Assess market share dynamics of Original Equipment Manufacturers (OEMs), Tier One suppliers, and System-on-Chip (SoC) suppliers.
Critical Questions Answered

Critical Questions Answered

  • What are the long-term revenue trends for embedded and aftermarket connected car solutions?
  • How will shipments of different infotainment technologies and Operating Systems (OSs) vary regionally for the next 10 years?
  • How will high churn of infotainment subscriptions affect revenue?
Research Highlights

Research Highlights

  • Segmentation of subscription revenue for infotainment and telematics services.
  • Segmentation of paid and free subscriptions for infotainment and telematics services.
  • Shipments of connected infotainment systems and accompanying infotainment technologies.
  • Usage-Based Insurance (UBI) market forecasts by form factor.

Pivot Table Datasets

Connected Car Hardware Revenue
5 Columns | 910 Rows | Show Segments
Connected Car Shipments
5 Columns | 910 Rows | Show Segments
Connected Car Subscriptions Revenue
5 Columns | 910 Rows | Show Segments
Connected Car Subscriptions
5 Columns | 910 Rows | Show Segments

Tables

  1. Global Connected Car Shipments, World Markets: 2020 to 2033
  2. Global Connected Car Penetration, New Vehicles, World Markets: 2020 to 2033
  3. Global Connected Car Subscriptions, World Markets: 2020 to 2033
  4. Global Connected Car Penetration, Registered Vehicles, World Markets: 2020 to 2033
  5. Global Connected Car Subscriptions, World Markets: 2020 to 2033
  6. Global Connected Car Paid Services Subscriptions, World Markets: 2020 to 2033
  7. Global Connected Car Free Services Subscriptions, World Markets: 2020 to 2033
  8. Global Connected Car Market Value, World Markets: 2020 to 2033
  9. Global Connected Car Market Value by Region, World Markets: 2020 to 2033
  10. Connected Car Shipments, United States: 2020 to 2033
  11. Connected Car Penetration, New Vehicles, United States: 2020 to 2033
  12. Connected Car Subscriptions, United States: 2020 to 2033
  13. Connected Car OEM Embedded Subscriptions, United States: 2020 to 2033
  14. Connected Car Penetration, Registered Vehicles, United States: 2020 to 2033
  15. Connected Car Hardware Revenue, United States: 2020 to 2033
  16. Connected Car Subscription Revenue, United States: 2020 to 2033
  17. Connected Car OEM Embedded Subscription Revenue, United States: 2020 to 2033
  18. Connected Infotainment System Shipments, United States: 2020 to 2033
  19. Connected Infotainment Technology Shipments, United States: 2020 to 2033
  20. Connected Infotainment Hardware Revenue, United States: 2020 to 2033
  21. Connected Infotainment Subscription Revenue, United States: 2020 to 2033
  22. Connected Car Paid Services Subscriptions, United States: 2020 to 2033
  23. Connected Car Free Services Subscriptions, United States: 2020 to 2033
  24. Total Connected Car Market Value, United States: 2020 to 2033
  25. Connected Car Shipments, Canada: 2020 to 2033
  26. Connected Car Penetration, New Vehicles, Canada: 2020 to 2033
  27. Connected Car Subscriptions, Canada: 2020 to 2033
  28. Connected Car OEM Embedded Subscriptions, Canada: 2020 to 2033
  29. Connected Car Penetration, Registered Vehicles, Canada: 2020 to 2033
  30. Connected Car Hardware Revenue, Canada: 2020 to 2033
  31. Connected Car Subscription Revenue, Canada: 2020 to 2033
  32. Connected Car OEM Embedded Subscription Revenue, Canada: 2020 to 2033
  33. Connected Infotainment System Shipments, Canada: 2020 to 2033
  34. Connected Infotainment Technology Shipments, Canada: 2020 to 2033
  35. Connected Infotainment Hardware Revenue, Canada: 2020 to 2033
  36. Connected Infotainment Subscription Revenue, Canada: 2020 to 2033
  37. Connected Car Paid Services Subscriptions, Canada: 2020 to 2033
  38. Connected Car Free Services Subscriptions, Canada: 2020 to 2033
  39. Total Connected Car Market Value, Canada: 2020 to 2033
  40. Connected Car Shipments, Latin America: 2020 to 2033
  41. Connected Car Penetration, New Vehicles, Latin America: 2020 to 2033
  42. Connected Car Subscriptions, Latin America: 2020 to 2033
  43. Connected Car OEM Embedded Subscriptions, Latin America: 2020 to 2033
  44. Connected Car Penetration, Registered Vehicles, Latin America: 2020 to 2033
  45. Connected Car Hardware Revenue, Latin America: 2020 to 2033
  46. Connected Car Subscription Revenue, Latin America: 2020 to 2033
  47. Connected Car OEM Embedded Subscription Revenue, Latin America: 2020 to 2033
  48. Connected Infotainment System Shipments, Latin America: 2020 to 2033
  49. Connected Infotainment Technology Shipments, Latin America: 2020 to 2033
  50. Connected Infotainment Hardware Revenue, Latin America: 2020 to 2033
  51. Connected Infotainment Subscription Revenue, Latin America: 2020 to 2033
  52. Connected Car Paid Services Subscriptions, Latin America: 2020 to 2033
  53. Connected Car Free Services Subscriptions, Latin America: 2020 to 2033
  54. Total Connected Car Market Value, Latin America: 2020 to 2033
  55. Connected Car Shipments, Western Europe: 2020 to 2033
  56. Connected Car Penetration, New Vehicles, Western Europe: 2020 to 2033
  57. Connected Car Subscriptions, Western Europe: 2020 to 2033
  58. Connected Car OEM Embedded Subscriptions, Western Europe: 2020 to 2033
  59. Connected Car Penetration, Registered Vehicles, Western Europe: 2020 to 2033
  60. Connected Car Hardware Revenue, Western Europe: 2020 to 2033
  61. Connected Car Subscription Revenue, Western Europe: 2020 to 2033
  62. Connected Car OEM Embedded Subscription Revenue, Western Europe: 2020 to 2033
  63. Connected Infotainment System Shipments, Western Europe: 2020 to 2033
  64. Connected Infotainment Technology Shipments, Western Europe: 2020 to 2033
  65. Connected Infotainment Hardware Revenue, Western Europe: 2020 to 2033
  66. Connected Infotainment Subscription Revenue, Western Europe: 2020 to 2033
  67. Connected Car Paid Services Subscriptions, Western Europe: 2020 to 2033
  68. Connected Car Free Services Subscriptions, Western Europe: 2020 to 2033
  69. Total Connected Car Market Value, Western Europe: 2020 to 2033
  70. Connected Car Shipments, Eastern Europe: 2020 to 2033
  71. Connected Car Penetration, New Vehicles, Eastern Europe: 2020 to 2033
  72. Connected Car Subscriptions, Eastern Europe: 2020 to 2033
  73. Connected Car OEM Embedded Subscriptions, Eastern Europe: 2020 to 2033
  74. Connected Car Penetration, Registered Vehicles, Eastern Europe: 2020 to 2033
  75. Connected Car Hardware Revenue, Eastern Europe: 2020 to 2033
  76. Connected Car Subscription Revenue, Eastern Europe: 2020 to 2033
  77. Connected Car OEM Embedded Subscription Revenue, Eastern Europe: 2020 to 2033
  78. Connected Infotainment System Shipments, Eastern Europe: 2020 to 2033
  79. Connected Infotainment Technology Shipments, Eastern Europe: 2020 to 2033
  80. Connected Infotainment Hardware Revenue, Eastern Europe: 2020 to 2033
  81. Connected Infotainment Subscription Revenue, Eastern Europe: 2020 to 2033
  82. Connected Car Paid Services Subscriptions, Eastern Europe: 2020 to 2033
  83. Connected Car Free Services Subscriptions, Eastern Europe: 2020 to 2033
  84. Total Connected Car Market Value, Eastern Europe: 2020 to 2033
  85. Connected Car Shipments, Asia-Pacific: 2020 to 2033
  86. Connected Car Penetration, New Vehicles, Asia-Pacific: 2020 to 2033
  87. Connected Car Subscriptions, Asia-Pacific: 2020 to 2033
  88. Connected Car OEM Embedded Subscriptions, Asia-Pacific: 2020 to 2033
  89. Connected Car Penetration, Registered Vehicles, Asia-Pacific: 2020 to 2033
  90. Connected Car Hardware Revenue, Asia-Pacific: 2020 to 2033
  91. Connected Car Subscription Revenue, Asia-Pacific: 2020 to 2033
  92. Connected Car OEM Embedded Subscription Revenue, Asia-Pacific: 2020 to 2033
  93. Connected Infotainment System Shipments, Asia-Pacific: 2020 to 2033
  94. Connected Infotainment Technology Shipments, Asia-Pacific: 2020 to 2033
  95. Connected Infotainment Hardware Revenue, Asia-Pacific: 2020 to 2033
  96. Connected Infotainment Subscription Revenue, Asia-Pacific: 2020 to 2033
  97. Connected Car Paid Services Subscriptions, Asia-Pacific: 2020 to 2033
  98. Connected Car Free Services Subscriptions, Asia-Pacific: 2020 to 2033
  99. Total Connected Car Market Value, Asia-Pacific: 2020 to 2033
  100. Connected Car Shipments, Middle East & Africa: 2020 to 2033
  101. Connected Car Penetration, New Vehicles, Middle East & Africa: 2020 to 2033
  102. Connected Car Subscriptions, Middle East & Africa: 2020 to 2033
  103. Connected Car OEM Embedded Subscriptions, Middle East & Africa: 2020 to 2033
  104. Connected Car Penetration, Registered Vehicles, Middle East & Africa: 2020 to 2033
  105. Connected Car Hardware Revenue, Middle East & Africa: 2020 to 2033
  106. Connected Car Subscription Revenue, Middle East & Africa: 2020 to 2033
  107. Connected Car OEM Embedded Subscription Revenue, Middle East & Africa: 2020 to 2033
  108. Connected Infotainment System Shipments, Middle East & Africa: 2020 to 2033
  109. Connected Infotainment Technology Shipments, Middle East & Africa: 2020 to 2033
  110. Connected Infotainment Hardware Revenue, Middle East & Africa: 2020 to 2033
  111. Connected Infotainment Subscription Revenue, Middle East & Africa: 2020 to 2033
  112. Connected Car Paid Services Subscriptions, Middle East & Africa: 2020 to 2033
  113. Connected Car Free Services Subscriptions, Middle East & Africa: 2020 to 2033
  114. Total Connected Car Market Value, Middle East & Africa: 2020 to 2033
  115. Insurance Telematics Shipments by Region, World Markets: 2020 to 2029
  116. Insurance Telematics Subscribers by Region, World Markets: 2020 to 2029
  117. Insurance Telematics Active Connections by Region, World Markets: 2020 to 2029
  118. Insurance Telematics Shipments by Type, North America: 2020 to 2029
  119. Insurance Telematics Subscribers by Type, North America: 2020 to 2029
  120. Insurance Telematics Active Connections by Type, North America: 2020 to 2029
  121. Insurance Telematics Shipments by Type, Europe: 2020 to 2029
  122. Insurance Telematics Subscribers by Type, Europe: 2020 to 2029
  123. Insurance Telematics Active Connections by Type, Europe: 2020 to 2029
  124. Insurance Telematics Shipments by Type, Asia-Pacific: 2020 to 2029
  125. Insurance Telematics Subscribers by Type, Asia-Pacific: 2020 to 2029
  126. Insurance Telematics Active Connections by Type, Asia-Pacific: 2020 to 2029
  127. Insurance Telematics Shipments by Type, Rest of the World: 2020 to 2029
  128. Insurance Telematics Subscribers by Type, Rest of the World: 2020 to 2029
  129. Insurance Telematics Active Connections by Type, Rest of the World: 2020 to 2029
  130. Bluetooth Shipments by Region, World Markets: 2020 to 2033
  131. Bluetooth Installed Base by Region, World Markets: 2020 to 2033
  132. Android Auto-Equipped Infotainment System Shipments by Region, World Markets: 2020 to 2029
  133. Apple CarPlay-Equipped Infotainment System Shipments by Region, World Markets: 2020 to 2029
  134. Other Smartphone Integration Protocol Shipments by Region, World Markets: 2020 to 2029
  135. Connected Car Solutions, United States, Western Europe: 2024
  136. New Vehicle Sales Volume by Region, World Markets: 2020 to 2033
  137. Total Registered Vehicles Forecast by Region, World Markets: 2020 to 2033
  138. Shipments of Connected Infotainment Systems with Android Automotive OS, World Markets: 2020 to 2033
  139. Shipments of Connected Infotainment Systems with QNX OS, World Markets: 2020 to 2033
  140. Shipments of Connected Infotainment Systems with AGL OS, World Markets: 2020 to 2033
  141. Shipments of Connected Infotainment Systems with Other OS, World Markets: 2020 to 2033
  142. Connected Infotainment System Shipments by SoC Supplier, North America: 2023 to 2027
  143. SoC Supplier Market Share, North America: 2023 to 2027
  144. Connected Infotainment System Shipments by SoC Supplier, Europe: 2023 to 2027
  145. SoC Supplier Market Share, Europe: 2023 to 2027
  146. Connected Infotainment System Shipments by Tier One Supplier, North America: 2023 to 2027
  147. Tier One Supplier Market Share, North America: 2023 to 2027
  148. Connected Infotainment System Shipments by Tier One Supplier, Europe: 2023 to 2027
  149. Tier One Supplier Market Share, Europe: 2023 to 2027
  150. Connected Infotainment System Shipments by OEM, North America: 2023 to 2027
  151. OEM Market Share, North America: 2023 to 2027
  152. Connected Infotainment System Shipments by OEM, Europe: 2023 to 2027
  153. OEM Market Share, Europe: 2023 to 2027
  154. Relationship Changes in Suppliers since 2021, World Markets
  155. Relationship between OEM Systems, Tier One Suppliers, and SoC Suppliers, North America and Europe: 2023

Methodology

Methodology

Connected Cars and Telematics Insurance:

  • A shipment forecast model based on known historical growth rates and assumed future growth rates.
  • A detailed pricing model for calculating current and future revenue.
  • The refinement of both the shipment and the pricing models based on input from major players during the interview phase and at conferences and seminars. Original Equipment Manufacturer (OEM) configurators and price lists provide critical information on consumer-facing prices, and the general availability of consumer telematics and connected infotainment features on different vehicle classes. This is relevant for both hardware and service pricing.
  • A detailed assessment of the drivers and barriers of each application and market segment to assess future growth potential.
  • An accurate assessment of the impact of major partnerships or government projects, such as eCall and Dedicated Short-Range Communications (DSRC).
  • The identification of new telematics applications, such as Customer Relationship Management (CRM).
  • The application of sanity checks by comparing applications and segments with similar offerings in the past.
  • The application of macroeconomic factors to the growth model.
  • The application of data collected via interviews with more than 15 stakeholders, including connected car platform, User-Based Insurance (UBI), and Vehicle-to-Everything (V2X) vendors.

OEM, Tier One, and SoC Suppliers’ Connected Infotainment Shipments and Market Share:

  • Supplier relationship information:
    • Primary research, consisting of interviews with System-on-Chip (SoC) suppliers
    • Secondary research, including in-depth analysis of publicly available information, including legal documents, latest industry developments, annual reports, and information obtained from ABI Research’s existing knowledge base as part of the Smart Mobility & Automotive Research Service
  • Market Share:
    • The market share of carmakers, Tier Ones, and SoC suppliers was built based on individual carmakers’ vehicle sales between 2017 and 2027, split by region and infotainment system.
    • Carmaker sales are routinely published in the public domain by both OEMs and national motor manufacturer associations. Monthly sales figures in key countries are used to extrapolate the likely sales performance by the end of the current year, leveraging Year-to-Date (YTD) figures to disentangle for seasonal variation.
  • To determine infotainment system shipments, ABI Research performed a comprehensive analysis of:
    • The date on which new infotainment systems generations were released (e.g., Starlink Gen 3 and Starlink Gen 4)
    • The different versions of each infotainment system generation (e.g., Starlink Base, Base +, Mid, High)
    • Vehicle models and trims (e.g., basic, medium, and premium trim) featuring the different infotainment system generations and versions
    • Estimations of when new generations would completely replace older generations, if at all, based on historical data
    • Shipments were allocated to the associated player based on the established carmaker-Tier One-SoC supplier relationship

1.Definitions 

Connected Car:

  • OEM Telematics Systems: Systems integrated into new cars as factory-installed equipment either as a standard feature or as a paid option. OEM telematics include both fully embedded and hybrid solutions.
  • OEM, Embedded: Fully embedded OEM systems replicate all positioning and communications hardware for optimized integration into the car environment. The systems comply with all automotive requirements, resulting in a reliable and robust system for safety and security applications, such as emergency call services for which hardware is required to survive crashes.
  • OEM, Embedded Subscription Revenue: OEMs now offer telematics and connected infotainment services (e.g., media streaming, navigation, Wi-Fi hotspots) free of charge for extended periods. In China, OEMs, such as GM SAIC and NIO, even offer lifetime free connectivity. Based on this new trend, active free-of-charge connections that do not provide earnings to the OEMs are excluded from the subscription revenue model. Paid subscriptions are calculated as a percentage of active subscriptions renewed after the free trial period. A subscription Average Selling Price (ASP) is applied to those subscriptions as a means to calculate the subscription revenue.
  • OEM, Tethered: Tethered OEM systems are based on two components: mobile connected devices, such as a handset, and music players that the customer already owns, combined with existing third-party services, such as E911 in the United States. A factory-installed system allows connecting to mobile devices via Bluetooth or Wi-Fi, as well as User Interface (UI) features, such as speech technology. Typical examples include Ford Sync, and systems reliant on smartphone integration protocols, such as Android Auto or Apple CarPlay. In this category, the brought-in device provides critical connectivity, and is also often leveraged to provide processing/sensor input to enable connected car services.
  • Aftermarket Connected Car Solutions: Aftermarket systems are purchased by owners of existing vehicles and installed in existing cars by dealers or specialized vendors. They are typically offered by specialized companies like LoJack, Autonet, and MetaSystem, but in some cases, are also available from OEM Telecommunications Service Providers (TSPs), such as Verizon, and directly from OEMs. Alternatively, consumers can opt for more portable solutions with easier installation that either integrate with the vehicle via the On-Board Diagnostic (OBD) port or rely on their own sensors to deliver connected services.
  • Aftermarket, Embedded: Dealers or specialized vendors install embedded aftermarket connected car systems that are often primarily designed for specific consumer telematics services, such as Stolen Vehicle Tracking (SVT), recovery, and Pay As You Drive (PAYD) insurance. Standardized DIN dimensions also enable the widespread installation of aftermarket connected infotainment head units. LoJack is a typical example whereby the aftermarket hardware is installed as a covert system to prevent disabling.
  • Aftermarket, Portable: Portable aftermarket solutions are portable systems, such as connected Portable Navigation Devices (PNDs), OBD dongles, and dedicated Global Positioning System (GPS) tracking units with integrated GPS receivers and cellular modules that do not require specialist installation.
  • Aftermarket, Smartphone Application: These aftermarket solutions are based on software applications running on smartphones with embedded GPS receivers and accelerometer sensors combined with a web-based component for tracking, monitoring, and communication. Typical services include geofencing, position tracking, theft detection, UBI, speed monitoring and alerts, and emergency braking or crash detection.
  • OEM Embedded Consumer Telematics Subscriptions: Active embedded connections offering basic telematics-only services.
  • OEM Embedded Infotainment Subscriptions: Active embedded connections offering more advanced services, including infotainment.
  • Connected Car Paid Subscriptions: Infotainment or telematics subscriptions that generate revenue for the OEM.
  • Connected Car Free Subscriptions: Infotainment or telematics subscriptions on a free trial or free for life connectivity. While these subscriptions do not generate revenue for OEMs, OEMs have to pay Mobile Network Operators (MNOs) for provisioning them.
  • Market Value: The sum of connected car hardware revenue and subscription revenue during the calendar year.

Telematics Insurance:

  • Embedded: OEM-embedded devices.
  • Black Box: Aftermarket black box.
  • OBD: Aftermarket device that connects to the OBD-II port of cars in order to capture driving behavior data.
  • Bluetooth (Windshield, 12 Volt (V)): Bluetooth hardware includes windshield beacons and 12-V adapters.
  • Smartphone: Smartphone applications designed to collect driving data.
  • Active UBI Connections: Active UBI connections include cellular connections and other form factors, such as smartphone-based policies.

 

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