승용차용 5G 모듈 시장 : 모듈 유형별, 차종별, 주파수대별, 용도별, 유통 채널별 - 세계 예측(2026-2032년)

The Passenger Car 5G Module Market was valued at USD 920.27 million in 2025 and is projected to grow to USD 978.08 million in 2026, with a CAGR of 8.70%, reaching USD 1,650.27 million by 2032.

This executive summary introduces the passenger car 5G module landscape, framing the core technological vectors, stakeholder roles, and near-term commercial drivers shaping connected mobility. The automotive industry is moving quickly from pilot deployments to scalable implementations, and 5G modules have become a critical enabler of richer in-cabin experiences, advanced telematics services, and safety-enhancing V2X interactions. Recent innovations in modem architectures, antenna design, and software-defined connectivity stacks are altering integration approaches across OEMs and suppliers, while parallel shifts in vehicle software architectures and over-the-air capabilities increase the value proposition for capable, flexible modules.

To orient decision-makers, this section outlines the intersection of hardware evolution, software ecosystems, and the operational imperatives that drive module selection and integration. It describes how manufacturers, tier-one integrators, connectivity providers, and aftermarket actors converge around common technical requirements such as multi-band support, low-latency communication, security frameworks, and lifecycle management. By clarifying these foundational dynamics, the introduction sets expectations for the deeper segmentation, regional considerations, and competitive implications presented later, ensuring a coherent foundation for action-oriented recommendations.

How recent technology breakthroughs regulatory shifts and ecosystem partnerships are catalyzing transformative changes across passenger car 5G module development and deployment

Across the automotive value chain, transformative shifts are being driven by a confluence of technological advances, commercial partnerships, and regulatory developments that recalibrate product roadmaps and procurement strategies. First, the maturation of integrated chipsets and the increasing modularity of vehicle electronics allow OEMs to standardize connectivity capabilities across multiple vehicle lines, thereby reducing complexity and accelerating time to market. Concurrently, the rise of software-defined vehicle platforms means that modules are evaluated not only as hardware components but also as long-lived software platforms that require robust update mechanisms and security architectures.

Moreover, connectivity business models are evolving: subscription services, usage-based billing, and data monetization approaches are progressively influencing module feature sets and certification requirements. These commercial shifts have prompted tighter collaboration between semiconductor vendors, telecommunication operators, and automotive tier-one suppliers to ensure interoperability, certification efficiency, and scalable deployment. In parallel, safety and privacy regulations in several jurisdictions are pushing suppliers to adopt hardened security baselines and transparent data governance models. Taken together, these technological, commercial, and regulatory catalysts are reshaping how stakeholders prioritize design trade-offs, choose frequency bands, and structure lifecycle support for in-vehicle 5G modules, with immediate implications for sourcing, testing, and long-term maintenance.

Assessing the cascading effects of United States tariff policy changes in 2025 on semiconductor sourcing supply chains and procurement strategies for automotive 5G modules

The 2025 tariff environment in the United States has introduced tangible friction into global sourcing and cost structures for semiconductor-dependent components, including automotive 5G modules. Import duties and classification changes have compelled supply chain managers to re-evaluate geographic sourcing strategies and to increase emphasis on dual-sourcing arrangements that hedge against policy-driven disruptions. In response, procurement teams are pursuing extended supplier qualification and investing in inventory buffers for critical chipset families while simultaneously accelerating certification activities in alternate manufacturing locations.

As a consequence, some OEMs and tier-one suppliers are intensifying localization efforts or renegotiating long-term agreements to secure priority access to constrained components. At the same time, these measures have heightened the strategic importance of design choices that reduce dependence on single-vendor platforms or on specific imported subassemblies. Transition planning now routinely includes scenario analyses that quantify schedule risk, variant management complexity, and potential impacts to integration timelines. In essence, tariff-driven dynamics have reinforced the value of architectural agility, supplier diversification, and preemptive validation strategies that preserve product roadmaps while managing geopolitical and trade-related uncertainty.

Segment-specific insights revealing adoption patterns across module types applications vehicle classes distribution routes and frequency band preferences in automotive 5G

A nuanced segmentation lens reveals differentiated adoption pathways across module type, application, vehicle class, distribution channel, and frequency band preferences that materially affect design priorities and commercialization approaches. By module type, the market separates into embedded and tethered solutions; embedded variants further differentiate between integrated chipsets and separate chipset designs, while tethered options include smartphone hotspot configurations and dongle connections that themselves manifest as USB dongles or Wi-Fi dongles. These architectural distinctions influence certification complexity, thermal management strategies, and expected service lifecycles, and therefore inform integration and aftersales planning.

From an applicational perspective, connectivity use cases span infotainment, telematics, and V2X capabilities. Infotainment requirements emphasize bandwidth for audio and video streaming use cases, telematics concentrates on diagnostics, over-the-air updates, and remote monitoring for vehicle health and feature management, and V2X prioritizes low-latency, safety-critical messaging across vehicle-to-infrastructure, vehicle-to-pedestrian, and vehicle-to-vehicle interactions. Vehicle type considerations further nuance adoption: convertibles, coupes, crossovers, hatchbacks, MPVs, sedans, and SUVs exhibit distinct packaging constraints, antenna placement opportunities, and customer expectation profiles that influence module selection and antenna subsystem design.

Channel dynamics matter as well, with distribution routes split between aftermarket and OEM channels; OEM-backed integrations typically demand higher reliability and longer lifecycle support, while aftermarket solutions prioritize retrofit simplicity and cost-effectiveness. Finally, frequency band choices between mmWave and Sub-6 GHz carry trade-offs in range, throughput, and antenna complexity that affect both hardware design and network dependency. Integrating these segmentation layers provides a multidimensional view that supports differentiated product strategies, targeted certification roadmaps, and prioritized engineering investments.

Regional dynamics and cross-border considerations shaping adoption procurement and aftermarket strategies for passenger car 5G modules across major global regions

Regional dynamics significantly influence deployment timing, certification requirements, and commercial models for passenger car 5G modules. In the Americas, regulatory focus on spectrum allocation and automotive safety standards shapes operator partnerships and OEM certification priorities, with strong emphasis on integrated telematics and personalized in-cabin services. Conversely, Europe, Middle East & Africa present a complex mosaic of regulatory regimes and spectrum assignments that drive modular engineering to support multi-band operability and stringent privacy compliance; this region often leads in safety-related V2X pilot programs and cross-border standardization efforts.

In the Asia-Pacific region, rapid urbanization, dense metropolitan networks, and aggressive carrier rollouts have accelerated demand for high-throughput modules and advanced infotainment features, prompting closer collaboration between chipset vendors and mobile operators to optimize performance in congested radio environments. Across all regions, network operator strategies, national vehicle regulations, and consumer expectations converge to shape variant strategies, testing requirements, and go-to-market sequencing. Understanding these regional differentiators enables suppliers and OEMs to align technical roadmaps with local certification protocols, carrier acceptance processes, and aftermarket service models, thereby reducing time-to-deployment and improving end-user experience consistency.

Competitive landscape and strategic positioning of leading semiconductor module tier-one supplier and connectivity providers influencing passenger car 5G ecosystems

The competitive landscape comprises semiconductor designers, module integrators, tier-one automotive suppliers, telecommunication providers, and specialized connectivity firms, each bringing distinct capabilities and strategic priorities to the ecosystem. Semiconductor players are focusing on modem integration, power efficiency, and secure enclave functionality, while module integrators emphasize thermal design, antenna tuning, and software lifecycle support. Tier-one automotive suppliers and system integrators are competing on the strength of their vehicle-level integration experience, certification capabilities, and aftermarket support networks. Connectivity providers and network operators are influencing feature prioritization through their device acceptance programs and preferred service models, which affects roaming, eSIM provisioning, and managed connectivity offerings.

Strategic partnerships and co-engineering agreements are common, with ecosystem participants differentiating on the basis of long-term software support, data security provisions, and global certification footprints. For many corporate decision-makers, the most valuable partners combine deep semiconductor expertise with proven automotive-grade manufacturing and robust post-deployment support. The interplay among capability stacks-chip design, RF front-end, antenna systems, software maintenance, and operator relationships-will determine which vendors capture the most strategic integrations as vehicles evolve from connectivity-enabled products to software-defined platforms.

Actionable strategic recommendations for OEMs suppliers carriers and integrators to capture long-term value in the passenger car 5G module landscape

Industry leaders should adopt a proactive combination of architectural flexibility, supplier diversification, and closer alignment with network operators to secure competitive advantage. First, designing modular connectivity architectures that support both integrated and separate chipset options reduces future lock-in risk and allows rapid substitution should supply or regulatory conditions change. Second, implementing dual sourcing for critical components and qualifying alternative manufacturing footprints will mitigate tariff exposure and geopolitical risk, while enabling smoother production ramp-ups for new vehicle programs.

Third, OEMs and suppliers should deepen collaboration with carriers to co-develop certification roadmaps, optimize radio performance across Sub-6 GHz and mmWave bands, and align OTA mechanisms for secure update delivery. Fourth, embedding robust security frameworks and clear data governance policies into module designs will address growing regulatory scrutiny and consumer expectations. Finally, leaders should prioritize lifecycle management capabilities-comprehensive remote diagnostics, update orchestration, and extended validation regimes-so that connectivity modules remain functional and secure throughout extended vehicle lifecycles. Collectively, these measures will enhance resilience, improve time-to-market, and create differentiated value through reliable, future-proof integration.

Transparent research methodology outlining primary and secondary data sources validation approaches and analytical frameworks applied to the passenger car 5G module study

The research behind this executive summary combines a structured blend of primary interviews, technical validation exercises, and secondary-source synthesis designed to ensure both depth and rigor. Primary inputs included conversations with OEM engineering leads, tier-one integrators, chipset architects, and carrier program managers to capture real-world constraints, certification processes, and deployment priorities. Technical validation involved reviewing hardware integration notes, RF test reports, and software update procedures to corroborate claims about module performance trade-offs across frequency bands and vehicle types.

Secondary research synthesized public regulatory filings, standards documentation, and industry white papers to contextualize regional spectrum allocations and safety-related requirements. Analytic methods included cross-segmentation mapping to reconcile differing requirements across module types, applications, vehicle classes, and distribution channels, as well as scenario analysis to surface procurement and supply chain sensitivities. Quality assurance processes emphasized triangulation of claims across multiple sources and iterative review cycles with subject-matter experts to reduce bias and ensure the study's findings reflect contemporary industry realities.

Concluding synthesis that integrates technological regulatory and market structure observations to guide executive decision-making in 5G-enabled passenger vehicles

In conclusion, the passenger car 5G module landscape is being reshaped by interdependent forces-architectural innovation, commercial model evolution, regulatory momentum, and supply chain realities-that require coordinated action by OEMs, suppliers, and connectivity providers. The technical choice between embedded and tethered solutions, the prioritization of infotainment versus telematics or V2X use cases, the implications of vehicle class for integration, channel strategies, and frequency band selection are all critical levers that collectively determine commercial success. Furthermore, policy shifts such as tariff adjustments emphasize the need for supply chain agility and design choices that reduce vendor concentration risk.

Looking forward, firms that invest in modular architectures, deepen carrier collaboration, and institutionalize security and lifecycle management practices will be better positioned to translate connectivity capabilities into differentiated customer value. By integrating the segmentation, regional, and competitive insights in this summary, decision-makers can prioritize engineering investments, shape procurement strategies, and design service models that are resilient to regulatory and technological change, thereby enabling sustainable deployment of 5G-enabled features across vehicle portfolios.

Table of Contents

1. Preface

• 1.1. Objectives of the Study
• 1.2. Market Definition
• 1.3. Market Segmentation & Coverage
• 1.4. Years Considered for the Study
• 1.5. Currency Considered for the Study
• 1.6. Language Considered for the Study
• 1.7. Key Stakeholders

2. Research Methodology

• 2.1. Introduction
• 2.2. Research Design
  • 2.2.1. Primary Research
  • 2.2.2. Secondary Research
• 2.3. Research Framework
  • 2.3.1. Qualitative Analysis
  • 2.3.2. Quantitative Analysis
• 2.4. Market Size Estimation
  • 2.4.1. Top-Down Approach
  • 2.4.2. Bottom-Up Approach
• 2.5. Data Triangulation
• 2.6. Research Outcomes
• 2.7. Research Assumptions
• 2.8. Research Limitations

3. Executive Summary

• 3.1. Introduction
• 3.2. CXO Perspective
• 3.3. Market Size & Growth Trends
• 3.4. Market Share Analysis, 2025
• 3.5. FPNV Positioning Matrix, 2025
• 3.6. New Revenue Opportunities
• 3.7. Next-Generation Business Models
• 3.8. Industry Roadmap

4. Market Overview

• 4.1. Introduction
• 4.2. Industry Ecosystem & Value Chain Analysis
  • 4.2.1. Supply-Side Analysis
  • 4.2.2. Demand-Side Analysis
  • 4.2.3. Stakeholder Analysis
• 4.3. Porter's Five Forces Analysis
• 4.4. PESTLE Analysis
• 4.5. Market Outlook
  • 4.5.1. Near-Term Market Outlook (0-2 Years)
  • 4.5.2. Medium-Term Market Outlook (3-5 Years)
  • 4.5.3. Long-Term Market Outlook (5-10 Years)
• 4.6. Go-to-Market Strategy

5. Market Insights

• 5.1. Consumer Insights & End-User Perspective
• 5.2. Consumer Experience Benchmarking
• 5.3. Opportunity Mapping
• 5.4. Distribution Channel Analysis
• 5.5. Pricing Trend Analysis
• 5.6. Regulatory Compliance & Standards Framework
• 5.7. ESG & Sustainability Analysis
• 5.8. Disruption & Risk Scenarios
• 5.9. Return on Investment & Cost-Benefit Analysis

6. Cumulative Impact of United States Tariffs 2025

7. Cumulative Impact of Artificial Intelligence 2025

8. Passenger Car 5G Module Market, by Module Type

• 8.1. Embedded
  • 8.1.1. Integrated Chipset
  • 8.1.2. Separate Chipset
• 8.2. Tethered
  • 8.2.1. Dongle Connection
    • 8.2.1.1. Usb Dongle
    • 8.2.1.2. Wifi Dongle
  • 8.2.2. Smartphone Hotspot

9. Passenger Car 5G Module Market, by Vehicle Type

• 9.1. Convertible
• 9.2. Coupe
• 9.3. Crossover
• 9.4. Hatchback
• 9.5. MPV
• 9.6. Sedan
• 9.7. SUV

10. Passenger Car 5G Module Market, by Frequency Band

• 10.1. MmWave
• 10.2. Sub-6 GHz

11. Passenger Car 5G Module Market, by Application

• 11.1. Infotainment
  • 11.1.1. Audio Streaming
  • 11.1.2. Video Streaming
• 11.2. Telematics
  • 11.2.1. Diagnostics
  • 11.2.2. Over The Air Updates
  • 11.2.3. Remote Monitoring
• 11.3. V2X
  • 11.3.1. Vehicle To Infrastructure
  • 11.3.2. Vehicle To Pedestrian
  • 11.3.3. Vehicle To Vehicle

12. Passenger Car 5G Module Market, by Distribution Channel

• 12.1. Aftermarket
• 12.2. OEM

13. Passenger Car 5G Module Market, by Region

• 13.1. Americas
  • 13.1.1. North America
  • 13.1.2. Latin America
• 13.2. Europe, Middle East & Africa
  • 13.2.1. Europe
  • 13.2.2. Middle East
  • 13.2.3. Africa
• 13.3. Asia-Pacific

14. Passenger Car 5G Module Market, by Group

• 14.1. ASEAN
• 14.2. GCC
• 14.3. European Union
• 14.4. BRICS
• 14.5. G7
• 14.6. NATO

15. Passenger Car 5G Module Market, by Country

• 15.1. United States
• 15.2. Canada
• 15.3. Mexico
• 15.4. Brazil
• 15.5. United Kingdom
• 15.6. Germany
• 15.7. France
• 15.8. Russia
• 15.9. Italy
• 15.10. Spain
• 15.11. China
• 15.12. India
• 15.13. Japan
• 15.14. Australia
• 15.15. South Korea

16. United States Passenger Car 5G Module Market

17. China Passenger Car 5G Module Market

18. Competitive Landscape

• 18.1. Market Concentration Analysis, 2025
  • 18.1.1. Concentration Ratio (CR)
  • 18.1.2. Herfindahl Hirschman Index (HHI)
• 18.2. Recent Developments & Impact Analysis, 2025
• 18.3. Product Portfolio Analysis, 2025
• 18.4. Benchmarking Analysis, 2025
• 18.5. Fibocom Wireless Inc.
• 18.6. Murata Manufacturing Co., Ltd.
• 18.7. Neoway Communication Co., Ltd.
• 18.8. NXP Semiconductors
• 18.9. Quectel Wireless Solutions Co., Ltd.
• 18.10. Shenzhen Neoway Technology Co., Ltd.
• 18.11. Sierra Wireless Inc.
• 18.12. Simcom Wireless Solutions Co., Ltd.
• 18.13. Telit Communications PLC
• 18.14. Thales S.A.
• 18.15. u-blox Holding AG