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市場調查報告書

汽車無線通信模塊行業報告(2020)

Automotive Wireless Communication Module Industry Report, 2020

出版商 ResearchInChina 商品編碼 973123
出版日期 內容資訊 英文 210 Pages
商品交期: 最快1-2個工作天內
價格
汽車無線通信模塊行業報告(2020) Automotive Wireless Communication Module Industry Report, 2020
出版日期: 2020年11月17日內容資訊: 英文 210 Pages
簡介

據估計,到2025年,全球將安裝2億個汽車無線通信模塊,並且從2020年到2025年的複合年增長率預計將保持在15%左右。這包括在中國的9000萬安裝,從2020年到2025年的複合年增長率約為19%。

中國在5G發展方面處於領先地位,安裝的5G汽車無線通信模塊比世界平均水平略多。此外,在中國,商用車中安裝的5G模塊比乘用車中安裝的更多。預計到2025年,中國5G汽車無線通信模塊的安裝量將達到35%左右。

本報告調查了全球和中國的汽車無線通信模塊市場,並分析了概述,市場狀況,主要供應商和OEM。

目錄

第1章汽車無線通信模塊

  • 簡介
  • 分類
  • 結構
  • 應用
  • 產業鏈

第2章汽車無線通信模塊行業

  • 行業背景
    • 聯網的物聯網設備的全球增長
    • 全球物聯網市場規模
    • 物聯網連接趨勢
    • 物聯網無線通信設備在中國的應用結構
    • 遠程信息處理設備在中國的普及
    • 中國汽車製造商的遠程信息處理業務發展
    • 無線通信模塊的開發
    • 無線通信模塊行業的競爭格局
  • 中國的汽車無線通信模塊政策
    • 政策
    • 標準系統
    • 建立國家IoV行業標準體系的準則(車輛的智能管理)
    • 建立國家IoV行業標準體系的指南(信息和通信)
    • Cellular-V2X技術標準5.9GHz頻帶
  • 5G產業助推汽車無線通信模塊產業
    • 中國5G發展
    • 5G刺激物聯網行業
    • 5G與智能互聯汽車之間的關係
    • 無線通信模塊供應商的主要5G產品
  • 汽車無線通信模塊的發展趨勢
    • 當前狀態
    • 安裝3G/4G/5G無線通信模塊
    • 汽車無線通信模塊的發展趨勢
    • 汽車無線通信模塊行業壁壘

第3章汽車無線通信模塊的產業鏈與競爭

  • 汽車無線通信模塊產業鏈
    • 無線通信模塊產業鏈
    • 汽車無線通信模塊產業鏈
    • 全球汽車無線通信模塊的主要上游芯片供應商
    • 高通的汽車通信模塊芯片
    • 汽車無線通信模塊芯片供應商
    • 汽車無線通信模塊芯片產品及計劃
    • 汽車無線通信模塊的下游供應商
  • 汽車無線通信模塊的成本
    • 無線通信模塊的價值分配
    • 汽車無線通信模塊的成本結構
  • 汽車無線通信模塊行業的競爭狀況
    • 無線通信模塊行業的競爭狀況
    • 無線通信模塊供應商的市場份額
    • 無線通信模塊供應商之間的利潤比較
    • 汽車無線通信模塊供應商的發展歷史
    • 中國主要汽車無線通信模塊供應商之間的發展比較
    • 2020C-V2X跨行業和大型試驗插頭盛會
  • 汽車無線通信模塊產品的比較
    • 中國主要汽車無線通信模塊供應商的產品佈局
    • 中國領先的汽車無線通信模塊供應商的產品

第4章汽車OEM通信模塊解決方案

  • 全球主要汽車品牌的無線通信模塊計劃
  • 中國乘用車OEM無線通信模塊計劃
  • 中國商用車OEM無線通信模塊計劃
  • 中國OEM對5G無線通信模塊的調查
  • 中國OEM對C-V2X無線通信模塊的調查

第5章主要的汽車無線通信模塊供應商

  • Huawei
  • Quectel Wireless Solutions
  • Fibocom Wireless
  • Neoway Technology
  • GosuncnWelink
  • Sunsea AIoT Technology
  • MeiG Smart Technology
  • Sierra wireless
  • Telit
  • Gemalto (Thales)
  • U-Blox
目錄

In 2025, China's Installation of Automotive Wireless Communication Modules Will Reach 90 Million Units

Wireless module is a functional module that integrates chip, memory, power amplifier and other devices into one circuit board and provides standard interfaces. Wireless module allows terminals to pack communication or positioning capability. Automotive wireless communication module is an underlying hardware installed to connect vehicles with telematics and internet for transmitting and collecting data. It enables direct communication and data exchange between vehicle and cloud, between vehicles, between vehicle and infrastructure, and between vehicle and pedestrians (mobile terminals) in a wireless way, which is a communication process that makes mobile communication macro network base stations unnecessary.

As a key link connecting perception layer and network layer of internet of things (including internet of vehicles (IoV)), the wireless communication module enables terminals and devices to be connected and transmit data.

As estimated, 200 million units of automotive wireless communication module will be installed worldwide in 2025, sustaining a CAGR of roughly 15% between 2020 and 2025, including 90 million units to be installed in China with a CAGR of about 19% from 2020 to 2025.

China stays ahead in 5G development, with a bit more installation of 5G automotive wireless communication modules than the global average. And in the country, the 5G modules are installed more in commercial vehicles than passenger cars. It is predicted that China's installation of 5G automotive wireless communication modules will reach 35% or so in 2025.

Competitive Landscape of Wireless Communication Module Industry

As 4G network matures and 5G technology spreads, 2G/3G networks are inevitably squeezed out. The whole IoT and IoV industries are evolving towards NB-IoT, 4G (Cat.1) and 5G.

Chinese wireless communication module companies that have been roaring ahead in recent years, are catching up with foreign leaders and striving to overtake them. Currently, Gosuncn Technology Group Co., Ltd. and Quectel Wireless Solutions Co., Ltd. both have introduced automotive grade communication modules in efforts to make an expansion in telematics field. Automotive communication modules outperform general ones in real-time transmission, security and stability. Chinese wireless communication module vendors are heavyweights in communication module market.

As concerns automotive communication module product structure, Quectel Wireless Solutions Co., Ltd., Gosuncn Technology Group Co., Ltd. and Fibocom Wireless Inc. offer the most communication module products, a majority of which use Qualcomm's chipsets.

Table of Contents

1 Automotive Wireless Communication Module

  • 1.1 Introduction
  • 1.2 Classification
  • 1.3 Structure
  • 1.4 Application
  • 1.5 Industry Chain

2. Automotive Wireless Communication Module Industry

  • 2.1 Industry Background
    • 2.1.1 Growing Number of Connected IoT Devices Worldwide
    • 2.1.2 Global IoT Market Size
    • 2.1.3 IoT Connection Trends
    • 2.1.4 Application Structure of IoT Wireless Communication Devices in China
    • 2.1.5 Penetration of Telematics Devices in China
    • 2.1.6 Telematics Business Development of Automakers in China
    • 2.1.7 Development of Wireless Communication Modules
    • 2.1.8 Competitive Pattern of Wireless Communication Module Industry
  • 2.2 China's Policies Concerning Automotive Wireless Communication Modules
    • 2.2.1 Policies
    • 2.2.2 Standard System
    • 2.2.3 Guidelines for Building National IoV Industry Standard Systems (Intelligent Management of Vehicles)
    • 2.2.4 Guidelines for Building National IoV Industry Standard Systems (Information and Communications)
    • 2.2.5 5.9GHz Frequency Band for Cellular-V2X Technology Standards
  • 2.3 5G Industry Boosts Automotive Wireless Communication Module Industry
    • 2.3.1 5G Development in China
    • 2.3.2 5G Fuels IoT Industry
    • 2.3.3 Relationship between 5G and Intelligent Connected Vehicles
    • 2.3.4 Main 5G Products of Wireless Communication Module Vendors
  • 2.4 Development Trends of Automotive Wireless Communication Module
    • 2.4.1 Status Quo
    • 2.4.2 Installation of 3G/4G/5G Wireless Communication Modules
    • 2.4.3 Development Trends of Automotive Wireless Communication Module
    • 2.4.4 Automotive Wireless Communication Module Industry Barriers

3 Automotive Wireless Communication Module Industry Chain and Competitive Landscape

  • 3.1 Automotive Wireless Communication Module Industry Chain
    • 3.1.1 Wireless Communication Module Industry Chain
    • 3.1.2 Automotive Wireless Communication Module Industry Chain
    • 3.1.3 Main Upstream Chip Vendors of Automotive Wireless Communication Module Worldwide
    • 3.1.4 Qualcomm Automotive Communication Module Chips
    • 3.1.5 Automotive Wireless Communication Module Chip Vendors
    • 3.1.6 Automotive Wireless Communication Module Chip Products and Planning
    • 3.1.7 Downstream Vendors of Automotive Wireless Communication Module
  • 3.2 Cost of Automotive Wireless Communication Module
    • 3.2.1 Value Distribution of Wireless Communication Module
    • 3.2.2 Cost Structure of Automotive Wireless Communication Module
  • 3.3 Competitive Landscape of Automotive Wireless Communication Module Industry
    • 3.3.1 Competitive Landscape of Wireless Communication Module Industry
    • 3.3.2 Market Shares of Wireless Communication Module Vendors
    • 3.3.3 Comparison of Profits between Wireless Communication Module Vendors
    • 3.3.4 Development History of Automotive Wireless Communication Module Vendors
    • 3.3.5 Comparison of Development between Main Automotive Wireless Communication Module Vendors in China
    • 3.3.6 2020 C-V2X Cross-Industry & Large-scale Pilot Plugfest
  • 3.4 Comparison between Automotive Wireless Communication Module Products
    • 3.4.1 Product Layout of Main Automotive Wireless Communication Module Vendors in China
    • 3.4.2 Products of Main Automotive Wireless Communication Module Vendors in China

4 Communication Module Solutions of Auto OEMs

  • 4.1 Wireless Communication Module Planning of Main Auto Brands Worldwide
  • 4.2 Wireless Communication Module Planning of Passenger Car OEMs in China
  • 4.3 Wireless Communication Module Planning of Commercial Vehicle OEMs in China
  • 4.4 Chinese OEMs' Exploration of 5G Wireless Communication Modules
  • 4.5 Chinese OEMs' Exploration of C-V2X Wireless Communication Modules

5 Major Automotive Wireless Communication Module Suppliers

  • 5.1 Huawei
    • 5.1.1 Profile
    • 5.1.2 Intelligent Vehicle Products
    • 5.1.3 Application of Intelligent Vehicle Products
    • 5.1.4 Wireless Communication Module Chips
  • 5.2 Quectel Wireless Solutions
    • 5.2.1 Profile
    • 5.2.2 Equity Structure
    • 5.2.3 Revenue
    • 5.2.4 Shipment
    • 5.2.5 Products
    • 5.2.6 Overview of Automotive Wireless Communication Modules
    • 5.2.7 Application of Automotive Wireless Communication Modules
    • 5.2.8 R&D Costs
    • 5.2.9 Global Footprint
    • 5.2.10 Development Trends
  • 5.3 Fibocom Wireless
    • 5.3.1 Profile
    • 5.3.2 Operation
    • 5.3.3 R&D Costs
    • 5.3.4 Products
    • 5.3.5 Overview of Automotive Wireless Communication Modules
    • 5.3.6 Application of Automotive Wireless Communication Modules
  • 5.4 Neoway Technology
    • 5.4.1 Profile
    • 5.4.2 Revenue
    • 5.4.3 R&D Costs
    • 5.4.4 Main Business
    • 5.4.5 Main Products
    • 5.4.6 Overview of Automotive Wireless Communication Modules
    • 5.4.7 Application of Automotive Wireless Communication Modules
    • 5.4.8 R&D of Automotive Wireless Communication Modules
    • 5.4.9 Industry Chain
    • 5.4.10 Main Customers
    • 5.4.11 Market Coverage
  • 5.5 GosuncnWelink
    • 5.5.1 Profile
    • 5.5.2 Revenue
    • 5.5.3 Main Business
    • 5.5.4 Overview of Automotive Wireless Communication Modules
    • 5.5.5 Application of Automotive Wireless Communication Modules
    • 5.5.6 Main Customers and Development Directions
  • 5.6 Sunsea AIoT Technology
    • 5.6.1 Profile
    • 5.6.2 Development History
    • 5.6.3 R&D and Market Coverage
    • 5.6.4 Longsung Technology: Profile
    • 5.6.5 Longsung Technology: Overview of Automotive Wireless Communication Modules
    • 5.6.6 Longsung Technology: Application of Automotive Wireless Communication Modules
    • 5.6.7 Longsung Technology: Development Trends
    • 5.6.8 SIMCom: Profile
    • 5.6.9 SIMCom: Overview of Automotive Wireless Communication Modules
    • 5.6.10 SIMCom: Application of Automotive Wireless Communication Modules
    • 5.6.11 SIMCom: R&D Strength
    • 5.6.12 SIMCom: Main Customers
  • 5.7 MeiG Smart Technology
    • 5.7.1 Profile
    • 5.7.2 Overview of Automotive Wireless Communication Modules
    • 5.7.3 Application of Automotive Wireless Communication Modules
    • 5.7.4 R&D Strength
    • 5.7.5 Market Coverage
  • 5.8 Sierra wireless
    • 5.8.1 Profile
    • 5.8.2 Revenue
    • 5.8.3 Overview of Wireless Communication Module Division
    • 5.8.4 Overview of Wireless Communication Module Business
    • 5.8.5 Automotive Wireless Communication Module Products
    • 5.8.6 Automotive Wireless Communication Module Solutions
    • 5.8.7 Business Scope
    • 5.8.8 Cooperation Model
  • 5.9 Telit
    • 5.9.1 Profile
    • 5.9.2 Revenue
    • 5.9.3 IoT Wireless Communication Module Product Layout
    • 5.9.4 Automotive Wireless Communication Module Products
    • 5.9.5 Automotive Wireless Communication Module Application Cases
    • 5.9.6 Business Scope
  • 5.10 Gemalto (Thales)
    • 5.10.1 Profile
    • 5.10.2 Business
    • 5.10.3 Automotive Wireless Communication Module Products
    • 5.10.4 Automotive Wireless Communication Module Solutions
  • 5.11 U-Blox
    • 5.11.1 Profile
    • 5.11.2 Automotive Wireless Communication Module Products
    • 5.11.3 Automotive Wireless Communication Module Solutions
    • 5.11.4 Coverage