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, up to 2022 In the year, the global Internet automobile market is expected to increase by 270%. More than 125 million Internet vehicles will be shipped in 2018-2022 one after another. This figure is only an approximate number. In terms of unit quantity, the market will be dominated by the European Union ( (EU)'s eCall authorization, and the promotion of China's penetration rate. In Europe, major auto consumption economies such as Germany, the United Kingdom and France will become the main force to promote market development.
Senior analyst of Internet of Things and Mobile Hanish Bhatia commented on this phenomenon, pointing out that in terms of overall penetration, in the total shipments of embedded connections sold in 2017, 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 trial of eCall in Europe is also expected to spread to other regions, thus catalyzing the entire automobile connection ecosystem.
Figure 1: The proportion of global Internet car shipments in 2017
When talking about brand performance, Hanish Bhatia further emphasized that General Motors (GM) leads the market in terms of shipments, followed by BMW, Audi and Mercedes Benz. General Motors OnStar, BMW ConnectedDrive and Audi's AudiConnect and other connectivity platforms are providing a variety of services while creating new revenue sources and maintaining close contact with consumers. In 2017, these brands accounted for more than 90% of the total number of embedded connections connecting passenger cars. In addition, he also said that many people talked about the American car manufacturer Tesla, which continues to use embedded connection technology in its portfolio.
For connection technology, Neil Shah research director stated that the market is more based on 2G/3G networks so far, however, it has now tended to develop towards 4G LTE connections, and we expect that 90% of 4G LTE networks will be expected to connect to passenger cars by 2022. In addition, we anticipate that the 5G network connection of the car will start from 2020. The advancement of the level of autopilot technology in the car will also determine the popularity of 4G or 5G in the car after 2022. In addition, it has promised The introduction of the reduced-latency 5GNR (independent or SA) model is also crucial to the turning point of the commercialization of self-driving cars 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 some other major economies are expected to approach 100% of the connected car penetration rate by 2020, and they will adopt the start-up approach early on due to eCall's authorization.
Figure 2: Percentage of global Internet car shipments by country
