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Connected Cars: Worldwide Trends, Forecasts and Strategies 2014-2024

出版商 Analysys Mason 商品編碼 305210
出版日期 內容資訊 英文 PPT and PDF (50 slides); Excel
商品交期: 最快1-2個工作天內
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連網汽車:全球動向、預測、策略 Connected Cars: Worldwide Trends, Forecasts and Strategies 2014-2024
出版日期: 2014年06月09日 內容資訊: 英文 PPT and PDF (50 slides); Excel






  • 多數連網選項被使用於連接汽車與行動網路
  • 新車銷量、加強M2M模組因子、SIM卡技術的進步將促進內建連網技術發展
  • 完全內建的連網技術將有助於車主避免繁複的設定或設備配對這些削弱使用者經驗的過程
  • 半內建或複合內建的連網技術讓車主可以使用自己的sim卡(bring your own SIM, BYOS)
  • 內建連網技術使廣播最佳化以及車輛設計創新成為可能,並影響了手機的車內表現
  • 內建連網技術的汽車比例,將從2014年的15%增加六倍,達到2024年的89%。其他


  • 半自動化汽車將在短短十年內普及
  • 長期來看,自動車將成為娛樂集合,並促進大容量的行動數據
  • LTE是汽車新連線服務的基礎
  • 個案研究:EE在為英國交通網路建設LTE覆蓋範圍時具有優先地位
  • 業者可以雲端連線服務攀居連網汽車的價值鏈中,提供不限地點與連線方式的多媒體與SaaS


  • 新車銷售的地區分析:新車銷量與使用中的汽車預測
  • 新車銷售的地區分析:北美、西歐
  • 新車銷售的地區分析:中東歐、先進亞太地區
  • 新車銷售的地區分析:新興亞太地區、拉丁美洲
  • 新車銷售的地區分析:中東、北非、撒哈拉以南非洲




Consumer demand, regulation and the increasing involvement of operators in the machine-to-machine (M2M) market are aligning to stimulate significant growth in the connected car market.

The market for connectivity solutions in vehicles is growing. Vehicle manufacturers and mobile network operators have been signing deals for several years and these partnerships are beginning to bring vehicles with embedded connectivity to market during 2014 and 2015. By 2024, 89% of new cars sold worldwide will have embedded connectivity. This report is essential reading for mobile operators that are assessing the opportunity this emerging sector could provide.

This report and accompanying data annex provide:

  • a 10-year forecast of the percentage of new passenger-carrying road vehicles (cars) sold that include a connectivity solution, as well as the proportion of vehicles in use that have a connectivity solution
  • key implications and recommendations for mobile network operators
  • an in-depth analysis of trends in the automotive sector that will affect the growth of the connected car solution market
  • an overview of key trends in the connected car sector.

The analysis and data are based on several sources:

  • Analysys Mason's internal research, including our forecasts of M2M device connections, revenue and average revenue per connection (ARPC), and interviews with stakeholders in the connected car market.
  • We have also validated our assumptions by comparing them with operator insights and discussions with key stakeholders in the automotive sector.


The report and data annex include forecasts and analysis for the following regions:

  • North America (NA)
  • Western Europe (WE)
  • Central and Eastern Europe (CEE)
  • Developed Asia-Pacific (DVAP)
  • Emerging Asia-Pacific (EMAP)
  • Latin America (LATAM)
  • Middle East and North Africa (MENA)
  • Sub-Saharan Africa (SSA)


The data annex includes data for the following types of connectivity in cars.


  • fully
  • semi
  • hybrid

Mobile device tethered

Aftermarket modular

  • commercial vehicle fleet tracking
  • usage-based insurance (UBI)

About the authors

Morgan Mullooly (Analyst) is part of Analysys Mason's Enterprise team. His primary area of focus is on the machine-to-machine (M2M), or Internet of Things (IoT) sector. This includes analysis on a variety of topics including IoT enterprise requirements, forecasting, vendor profiles and service provider scorecards. Morgan was previously the lead analyst for Analysys Mason's Spectrum research programme, focusing on spectrum valuation, LTE strategies and white space technologies. Morgan has a Master's degree in Philosophy and Public Policy from the London School of Economics.

Michele Mackenzie (Principal Analyst) is an analyst for Analysys Mason's IoT and M2M Solutions research programme. She has 15 years of experience as an analyst. Prior to joining Analysys Mason in February 2014, Michele was a freelance analyst with a focus on M2M and IoT technology and trends including smart cities, transport, intelligent buildings, fleet management and telematics. She has written reports for Machina Research and produced research for other clients on areas such as mobile broadband and digital media. Michele worked for Ovum for 12 years where she focused on consumer mobile applications and held various roles including Practice Leader for Consumer Services. She has also worked as a consultant for Ovum's consultancy division.

Table of Contents

  • 6.Executive summary
  • 7.The market for connectivity solutions in cars is growing
  • 8.Almost half of all vehicles will have embedded connectivity by 2024, despite the long lifespan of modern vehicles
  • 9.Key implications
  • 10.Key implications for mobile operators
  • 11.Forecasts
  • 12.A number of connectivity options are being used to connect vehicles to mobile networks
  • 13.Embedded connectivity will be driven by sales of new cars, robust M2M module form factors and advances in SIM-card technology
  • 14.Fully embedded connectivity enables vehicle owners to avoid complex set-up or device pairing processes, which could impair the user experience
  • 15.Semi- and hybrid-embedded connectivity enables car owners to ‘bring your own SIM’ (BYOS)
  • 16.Embedded connectivity enables the best radio experience and vehicle design innovations are affecting the in-vehicle performance of handsets
  • 17.The percentage of vehicles with embedded connectivity will be almost six times greater in 2024 than in 2014, growing from 15% to 89%
  • 18.Mobile device tethered connectivity will be driven by new propositions, such as Apple CarPlay, MirrorLink and Google's Android Projected Mode
  • 19.VMs will not rely exclusively on a single mobile device tethering platform, so as to cater to their large and diverse consumer base
  • 20.Mobile device tethered connections will grow from 4.3 million in 2014 to 645 million in 2024, at a CAGR of 65%
  • 21.Innovative aftermarket OEMs are taking advantage of the momentum in the connected car market and forming partnerships with MNOs
  • 22.We expect the overall market for aftermarket modular connectivity solutions to be small because it will experience significant challenges
  • 23.Additional regional insight on the prospects for aftermarket modular telematics solutions
  • 24.Aftermarket UBI connections will peak at 56 million in 2019, before declining as support for UBI through embedded connectivity increases
  • 25.Commercial vehicle fleet tracking connections will grow from 45 million in 2014 to 177 million in 2024, growing at a CAGR of 15%
  • 26.Key trends
  • 27.Semi-autonomous vehicles are only a decade away from becoming commonplace
  • 28.In the long term, autonomous cars will be entertainment hubs and drive huge volumes of mobile data
  • 29.LTE is the basis for new connectivity services in the car
  • 30.Case study: EE has prioritised building out LTE coverage for the UK's transportation network
  • 31.Operators can climb the connected car value chain with cloud-connected services that offer anywhere, any-access multimedia and SaaS
  • 32.M2M middleware cloud platform providers are developing solutions that enable operators to create value-added services for VMs and end users
  • 33.Some operators are beginning to capitalise on opportunities in the connected home space, which is linked to the connected car market
  • 34.It is uncertain how willing consumers will be to pay for connected car services
  • 35.Operators could increase connected car revenue by tapping into the ‘big data’ opportunity, although ICT firms are better placed to do so
  • 36.Regional insights
  • 37.New car sales regional insight: forecasts for new vehicle sales and vehicles in use
  • 38.New car sales regional insight: North America and Western Europe
  • 39.New car sales regional insight: Central and Eastern Europe and Developed Asia-Pacific
  • 40.New car sales regional insight: Emerging Asia-Pacific and Latin America
  • 41.New car sales regional insight: the Middle East and North Africa and Sub-Saharan Africa
  • 42.Market definition
  • 43.Definition of geographical regions [1]
  • 44.Definition of geographical regions [2]
  • 45.About the authors and Analysys Mason
  • 46.About the authors
  • 47.About Analysys Mason
  • 48.Research from Analysys Mason
  • 49.Consulting from Analysys Mason

List of figures

  • Figure 1: Summary of report coverage
  • Figure 2: Percentage of new cars sold that include a connectivity solution by type, worldwide, 2014, 2019, 2024
  • Figure 3: Percentage of vehicles in use that include a connectivity solution, by solution type, worldwide, 2014-2024
  • Figure 4: Summary of connectivity approaches for vehicle manufacturers
  • Figure 5: The characteristics of fully embedded connectivity
  • Figure 6: The characteristics of semi- and hybrid-embedded connectivity
  • Figure 7: Percentage of new cars sold that include an embedded connectivity solution, worldwide, 2014-2024
  • Figure 8: Cars in use that include an embedded connectivity solution, by region, worldwide, 2014-2024
  • Figure 9: The characteristics of mobile device tethered connectivity
  • Figure 10: Consortiums that support mobile device tethered connectivity for vehicles
  • Figure 11: Percentage of new cars sold that include a mobile device tethered connectivity solution, worldwide, 2014-2024
  • Figure 12: Cars in use that include a mobile device tethered connectivity solution, by region, worldwide, 2014-2024
  • Figure 13: The characteristics of aftermarket modular connectivity
  • Figure 14: Vehicles in use that include a usage-based insurance connectivity solution, by region, worldwide, 2014-2024
  • Figure 15: Vehicles in use that include a fleet management telematics solution, by region, worldwide, 2014-2024
  • Figure 16: The evolution of user-facing automotive technology
  • Figure 17: Mobile data traffic year-on-year growth, by region, 2011-2012
  • Figure 18: XchangE autonomous vehicle concept by Rinspeed
  • Figure 19: Operational LTE networks by region, 2Q 2014
  • Figure 20: EE case study
  • Figure 21: Deutsche Telekom's personalised in-vehicle content concept
  • Figure 22: Profiles of M2M middleware cloud platforms for supporting connected car services
  • Figure 23: Nest integration in Mercedes IVI
  • Figure 24: Deutsche Telekom's business model for connected car ‘big data’
  • Figure 25: New car sales by region, worldwide, 2014 and 2024
  • Figure 26: Cars in use by region, worldwide, 2014 and 2024
  • Figure 27: Regional breakdown used in this report
  • Figure 28: Regional breakdown used in this report
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