세계의 커넥티드카 서비스 시장 : 기회, 성장 촉진요인, 산업 동향 분석, 예측(2025-2034년)

The Global Connected Vehicle Services Market was valued at USD 21 billion in 2024 and is estimated to grow at a CAGR of 10.8% to reach USD 57 billion by 2034. This growth is driven by the increasing transition from traditional vehicles to software-defined vehicles, which has significantly reshaped how automotive services are developed, offered, and monetized. Unlike conventional vehicles, modern vehicles are designed around adaptable software platforms that enable real-time updates and on-demand services even after purchase. This dynamic architecture allows manufacturers to introduce features like remote diagnostics, driver assistance, and system upgrades through over-the-air updates, enhancing both customer satisfaction and service scope. As a result, connected vehicle services have become a fundamental component of automotive development strategies, driven by rising demand for smarter, more responsive, and safer mobility solutions.

Consumers are increasingly expecting their vehicles to offer built-in connectivity features that improve the driving experience while ensuring safety and convenience. This demand shift is compelling automakers to integrate services like infotainment, safety alerts, navigation, and remote controls directly into new models. The ability to continuously update features and provide personalized services is turning vehicles into digital platforms, encouraging subscription-based service models. Manufacturers are now focusing on enhancing user experiences through predictive maintenance alerts, usage tracking, and voice-assisted commands. As vehicles continue to integrate AI and IoT technologies, companies offering scalable telematics and strong cloud capabilities are well-positioned to lead. In addition, evolving global regulations around data privacy, cybersecurity, and vehicular safety are reshaping service delivery models, favoring firms with the infrastructure and compliance readiness to meet international standards. The shift toward service-based offerings is setting the stage for long-term customer engagement and ongoing revenue generation in the automotive ecosystem.

In terms of services, the market is divided into remote operations, safety and security, navigation and infotainment, driver assistance, vehicle management, and others. The safety and security segment led the market in 2024, generating approximately USD 5 billion and capturing over 25% of the total market share. Consumers place high importance on real-time features like emergency alerts, crash detection, theft prevention, and roadside assistance, which contribute significantly to both perceived and actual vehicle safety. These services are valued not only by individual users but also by fleet operators and insurers, who rely on real-time monitoring for vehicle tracking, driver behavior analysis, and risk assessment. These features often drive customer preference and brand loyalty by providing peace of mind.

By end use, the connected vehicle services market is classified into OEM and aftermarket segments. The OEM segment dominated the landscape in 2024, holding nearly 88% of the overall market share. Automakers are increasingly embedding hardware and software at the production stage to deliver integrated services such as navigation, diagnostics, and remote access capabilities. Consumers are more inclined to use connected services when they come pre-installed in the vehicle from a trusted manufacturer. OEMs benefit from full control over the service infrastructure, allowing them to offer updates, collect data, and roll out new features independently, which enhances monetization potential and strengthens customer relationships.

Connectivity in vehicles is typically categorized as embedded, tethered, or integrated. Among these, embedded connectivity led the market in 2024. These systems are favored for their ability to provide continuous internet access via built-in SIM cards and modems, enabling uninterrupted service delivery. Features such as remote diagnostics, OTA updates, and predictive maintenance can be delivered seamlessly, improving the ownership experience. OEMs and fleet managers alike prefer embedded systems for their centralized control and ability to provide a consistent user experience without external dependencies.

By vehicle type, the market is segmented into passenger vehicles, commercial vehicles, two- and three-wheelers, and off-highway vehicles. Passenger vehicles led the market in 2024 due to high global sales volume. As the majority of new vehicles are now equipped with connected systems, the demand for integrated services has expanded significantly. Consumers expect advanced features like safety notifications, driver profiles, and mobile device integration to become standard, which pushes automakers to prioritize service bundling and digital enhancements as key differentiators. These digital offerings are becoming essential to modern automotive marketing strategies and customer retention efforts.

Regionally, Asia Pacific held the largest market share of over 35% in 2024, with China contributing significantly at an estimated value of USD 2 billion. The region benefits from strong production capabilities and high consumer readiness for connected and intelligent automotive technologies. Manufacturers in the region are focusing on enhancing the digital capabilities of their vehicles to cater to growing demands for smart mobility. The infrastructure in Asia Pacific, especially with robust 4G and 5G networks, supports real-time data exchange required for connected services, including cloud processing, OTA updates, and location-based functions.

Key companies shaping the connected vehicle services market include AT&T, Bosch, BMW, Continental, General Motors, Ford, Geotab, HERE Technologies, Harman International, and Verizon Connect. These players are leveraging advanced telematics, cloud infrastructure, and service-based models to meet evolving consumer demands while addressing compliance and data security challenges across markets.

Table of Contents

Chapter 1 Methodology & Scope

• 1.1 Research design
  • 1.1.1 Research approach
  • 1.1.2 Data collection methods
• 1.2 Base estimates & calculations
  • 1.2.1 Base year calculation
  • 1.2.2 Key trends for market estimation
• 1.3 Forecast model
• 1.4 Primary research and validation
  • 1.4.1 Primary sources
  • 1.4.2 Data mining sources
• 1.5 Market scope & definition

Chapter 2 Executive Summary

• 2.1 Industry 360⁰ synopsis, 2021 - 2034

Chapter 3 Industry Insights

• 3.1 Industry ecosystem analysis
• 3.2 Supplier landscape
  • 3.2.1 Automotive manufacturers
  • 3.2.2 Automotive technology providers
  • 3.2.3 Cloud and IT Service providers
  • 3.2.4 End use
• 3.3 Profit margin analysis
• 3.4 Impact of Trump administration tariffs
  • 3.4.1 Impact on trade
    • 3.4.1.1 Trade volume disruptions
    • 3.4.1.2 Retaliatory measures
  • 3.4.2 Impact on industry
    • 3.4.2.1 Supply-side impact (raw materials)
      • 3.4.2.1.1 Price volatility in key materials
      • 3.4.2.1.2 Supply chain restructuring
      • 3.4.2.1.3 Production cost implications
    • 3.4.2.2 Demand-side impact (selling price)
      • 3.4.2.2.1 Price transmission to end markets
      • 3.4.2.2.2 Market share dynamics
      • 3.4.2.2.3 Consumer response patterns
  • 3.4.3 Key companies impacted
  • 3.4.4 Strategic industry responses
    • 3.4.4.1 Supply chain reconfiguration
    • 3.4.4.2 Pricing and product strategies
    • 3.4.4.3 Policy engagement
  • 3.4.5 Outlook & future considerations
• 3.5 Technology & innovation landscape
• 3.6 Patent analysis
• 3.7 Key news & initiatives
• 3.8 Use cases
  • 3.8.1 Insurance
  • 3.8.2 Shared mobility
  • 3.8.3 Fleet management
  • 3.8.4 Others
• 3.9 Top connected vehicles services
• 3.10 Regulatory landscape
• 3.11 Impact forces
  • 3.11.1 Growth drivers
    • 3.11.1.1 Shift toward software-defined vehicles
    • 3.11.1.2 Expansion of 4G/5G and V2X connectivity
    • 3.11.1.3 Increasing demand for in-vehicle safety, convenience and efficiency
    • 3.11.1.4 Fleet management and commercial telematics
  • 3.11.2 Industry pitfalls & challenges
    • 3.11.2.1 Cybersecurity and data privacy risks
    • 3.11.2.2 High cost of technology integration
• 3.12 Growth potential analysis
• 3.13 Porter's analysis
• 3.14 PESTEL analysis

Chapter 4 Competitive Landscape, 2024

• 4.1 Introduction
• 4.2 Company market share analysis
• 4.3 Competitive positioning matrix
• 4.4 Strategic outlook matrix

Chapter 5 Market Estimates & Forecast, By Service, 2021 - 2034 ($Bn)

• 5.1 Key trends
• 5.2 Safety and security
• 5.3 Remote operations
• 5.4 Navigation and infotainment
• 5.5 Vehicle management
• 5.6 Driver assistance
• 5.7 Others

Chapter 6 Market Estimates & Forecast, By Connectivity, 2021 - 2034 ($Bn)

• 6.1 Key trends
• 6.2 Embedded
• 6.3 Tethered
• 6.4 Integrated

Chapter 7 Market Estimates & Forecast, By Vehicle, 2021 - 2034 ($Bn)

• 7.1 Key trends
• 7.2 Passenger vehicle
  • 7.2.1 Sedan
  • 7.2.2 SUV
  • 7.2.3 Hatchback
• 7.3 Commercial vehicle
  • 7.3.1 LCV
  • 7.3.2 MCV
  • 7.3.3 HCV
• 7.4 Two and three wheelers
• 7.5 Off-highway vehicles

Chapter 8 Market Estimates & Forecast, By End Use, 2021 - 2034 ($Bn)

• 8.1 Key trends
• 8.2 OEM
• 8.3 Aftermarket

Chapter 9 Market Estimates & Forecast, By Region, 2021 - 2034 ($Bn)

• 9.1 Key trends
• 9.2 North America
  • 9.2.1 U.S.
  • 9.2.2 Canada
• 9.3 Europe
  • 9.3.1 UK
  • 9.3.2 Germany
  • 9.3.3 France
  • 9.3.4 Italy
  • 9.3.5 Spain
  • 9.3.6 Russia
  • 9.3.7 Nordics
• 9.4 Asia Pacific
  • 9.4.1 China
  • 9.4.2 India
  • 9.4.3 Japan
  • 9.4.4 Australia
  • 9.4.5 South Korea
  • 9.4.6 Southeast Asia
• 9.5 Latin America
  • 9.5.1 Brazil
  • 9.5.2 Mexico
  • 9.5.3 Argentina
• 9.6 MEA
  • 9.6.1 UAE
  • 9.6.2 South Africa
  • 9.6.3 Saudi Arabia

Chapter 10 Company Profiles

• 10.1 AT&T
• 10.2 BMW
• 10.3 Bosch
• 10.4 Continental
• 10.5 Ford
• 10.6 General Motors
• 10.7 Geotab
• 10.8 Harman
• 10.9 HERE Technologies
• 10.10 Hyundai
• 10.11 Ituran
• 10.12 Nissan
• 10.13 Octo Telematics
• 10.14 Qualcomm
• 10.15 Sierra Wireless
• 10.16 SiriusXM Connected Vehicle Services
• 10.17 Tesla
• 10.18 Toyota
• 10.19 Verizon Connect
• 10.20 Volkswagen
• 10.21 Zubie