2022 connected cars will reach 125 million by 2022, and 5G cars will be listed as soon as 2020

As of 2017, GM, BMW, Audi and Mercedes-Benz will lead the global connected car market. With the EU's eCall authorization and popularity in China, the market is expected to be a major boost. According to the latest research data from Counterpoint It shows that by 2022, the global Internet automobile market is expected to increase by 270%. More than 125 million Internet vehicles will be shipped in 2018-2022 in succession. This figure is only an approximation. In terms of unit quantity, the market will Mainly by the European Union (EU) eCall authorization, and the promotion of China's penetration rate. In Europe, the major auto consumption economies such as Germany, the United Kingdom and France will become the main force to promote market development.

In an overview of this phenomenon, Hanish Bhatia, a senior analyst for Internet of Things and Mobile, pointed out that in terms of overall penetration, the total shipments of embedded connections sold in 2017 in Germany, the United Kingdom, and the United States currently dominate the market. The eCall mandate in Europe is expected to change the market dynamics in European countries. The eCall trial in Europe is also expected to spread to other regions, thereby catalyzing the entire automobile connection ecosystem.

Figure 1: Global Internet Automotive Shipments in 2017 When it comes to brand performance, Hanish Bhatia further emphasized that GM leads the market in terms of shipments, followed by BMW, Audi and Mercedes Benz. Connectivity platforms such as GM’s OnStar, BMW’s Connected Drive and Audi’s Audi Connect are providing a variety of services while creating new revenue streams and maintaining close contact with consumers. 2017 These brands accounted for more than 90% of the total number of embedded connections connecting passenger cars. In addition, he said that many people talked about the US car manufacturer Tesla and continued to use embedded connection technology in their portfolios. .

For the connection technology, Neil Shah research director stated that the market so far is more based on 2G/3G networks, but now it has tended to develop towards 4G LTE connections, we expect that 90% of 4G LTE networks will be expected to connect in 2022 To passenger cars. In addition, we expect that the 5G network connection of the car will start from 2020. The level of autopilot technology in the car will also determine the popularity of 4G or 5G in cars after 2022. In addition, the launch of the 5G NR (Independent or SA) model that has promised to reduce the delay is also crucial to the turning point of the commercialization of autonomous vehicles in the next decade.

In the interconnection car market in 2017, China and the United States accounted for nearly 45% of total shipments. China alone accounted for 32% of China's exports. This is mainly due to the significant expansion of the passenger vehicle market in China. In Europe, including Germany , Britain, France, and other major economies are expected to approach 100% of connected car penetration by 2020, and they will adopt the startup approach early on due to eCall's authorization.

Figure 2: Percentage of global Internet car shipments by country