Telematics and vehicle-to-everything (V2X) communications hardware

Wireless communication with cars’ electronic systems has become inevitable, and it is only improving. This trend is the driving force for the extensive expansion of all connected services and the uptake of telematics hardware. In addition, growth drivers include the maturing of 5G connectivity; CASE megatrends; vehicle-smartphone integration; favorable legislation/regulations; V2X mandates, etc. Future autonomous vehicles must have multiple wireless connections as a standard feature — rather than optional — and create many new telematics service revenue opportunities for OEMs and other telematics service providers and users.

This report mainly explores the demand-supply dynamics of all automotive hardware that enables telematics and vehicle-to-everything (V2X) communications. The S&P Global Mobility automotive telematics forecasts analyze technology deployment, monitor original equipment manufacturer sourcing strategies and identify specific new business opportunities through a six-year forecast calendar of new programs. The data represents sales forecasts of factory-installed telematics systems in new light vehicles.