Overview:
The connected car is poised for significant growth in the future due to rising on-demand services, increased EV penetration, next-generation cellular technology and testing of advanced automotive use cases like C-V2X, assisted driving, etc. The study shows that connected car sales overtook non-connected cars in 2022 itself. China and US will be the front runners in the connected car market by 2030 with 4G cars taking a backseat and 5G remaining dominant.
This detailed report covers connected car sales – by brand, by country and by network type – to present an in-depth analysis of connected car sales. The study is beneficial for benchmarking automakers in terms of connected car sales, identifying key markets for connected cars and understanding brand-wise 2G, 3G 4G and 5G adoption trends. Currently, we are tracking the connected car market across 10 regions (China, US, UK, Germany, France, Japan, South Korea, India, Rest of Europe (RoE) and Rest of World (RoW)) and 70+ auto brands.
Table of Contents:
Published Date: June 2024
Overview:
In the automotive industry, a telematic control unit (TCU) or t-box is an embedded system facilitating vehicle tracking and other connectivity functions. This comprehensive study details TCU sales from crucial suppliers categorized by connectivity technology (2G, 3G, 4G, 5G) – and region (China, US, UK, Germany, France, Japan, South Korea, India, Rest of Europe, Rest of the World) while also offering insights into ASP trends across various brands and technologies.
With the increasing demand for electric vehicles, heightened consumer awareness regarding safety, and the growing adoption of digital cockpit products, the demand for car connectivity is on the rise. Global t-box shipments are anticipated to experience a CAGR of 8.5% between 2023 and 2030. Although 5G adoption in the automotive market remains niche, we anticipate increased adoption with the rise of L3 car technology and the adoption of digital cockpit products.
This study is valuable for those interested in understanding the current landscape and future direction of the TCU market, as well as its prospects. It focuses solely on passenger cars equipped with embedded TCU, excluding aftermarket and commercial vehicle TCUs from the scope of the study.
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Published Date: June 2024
Overview:
The connected car is poised for significant growth in the future due to rising on-demand services, increased EV penetration, next-generation cellular technology and testing of advanced automotive use cases like C-V2X, assisted driving, etc.
This comprehensive study on global connected car market covers connected car sales by automakers (70+ brands) in key countries/regions (China, US, UK, Germany, France, Japan, South Korea, India, Rest of Europe (RoE) and Rest of World (RoW)). The study includes connected car sales by technology/connectivity – 2G, 3G, 4G and 5G, and tracks connected car sales by automotive brands like Toyota, Volkswagen, Hyundai, Tesla, BYD etc. For China automotive market, joint ventures between foreign and Chinese local players are also considered like VW-FAW etc. The study is beneficial for benchmarking automakers in terms of connected car sales, identifying key markets for connected cars and understanding brand-wise 2G, 3G, 4G and 5G adoption trends.
The study is helpful for anyone interested in understanding the current state of the connected car market, and its prospects.
Table of Contents:
- Definition
- Pivot Analysis
- Flatfile
Published Date: June 2024
Overview:
Autonomy in vehicles stands as one of today’s most widely discussed subjects. This report serves to elucidate the adoption of autonomous vehicles across various regions. The forecast will give the readers an idea on how autonomous vehicles will shape the future till 2030. Currently, we are tracking the autonomous vehicle market across 9 regions: China, Japan, Korea, Europe, NAM, LATAM, SEA, MEA and Rest of the World. Additionally, this report provides insights into the differentiation among OEMs like Toyota group, Volkswagen group, Hyundai-Kia automotive group, BYD Auto etc. concerning autonomous vehicle adoption.
Traditionally, electric vehicle (EV) buyers are more inclined towards embracing new technologies. However, this report sheds light on how autonomy adoption will unfold throughout this decade till 2030. Furthermore, it delineates the different levels of autonomy (Level 0, Level 1, Level 2, Level 3, Level 4 and Level 5) offered by various OEMs.
The period covered in this report spans from 2022 to 2030.
Table of Contents:
- Definition
- Pivot Table
- Flat file
Published Date: June 2024
Overview:
As the global automotive sector transitions towards electric vehicles it is very important to have an idea of how electric vehicles will reshare the automotive sector. This report gives an idea of how alternative fuel powertrains like Battery EV (BEV), Plug-in EV (PHEV), Hybrid EV (HEV), Mild-hybrid EV (MHEV), Fuel-cell EV (FCEV) shape up in future compared to Internal Combustion Engine vehicles (ICE). The report explores the share of different powertrain across 9 regions such as China, Japan, Korea, NAM, Europe, SEA, Latin America, Middle East & Africa and the Rest of the world. The report also showcases the share of different powertrains across the top 20 automotive groups like Toyota, BYD Auto, BMW, Mercedes-Benz, Hyundai-Kia, Honda etc. from 2022 to 2030.
Table of Contents:
- Definition
- Pivot Table
- Flatfile
Published Date: June 2024
Overview:
Global TWS sales in Q1 2024 reached 71 million units, flat YoY. Meanwhile, revenue declined 9% YoY during the quarter. North America experienced slight YoY growth, but the Asia Pacific ex-China region experienced YoY declines due to sluggish growth in the Indian market.
TWS market sales was flat YoY in Q1 2024 as the difficult market conditions were offset by strong demand from developed markets like NAM and Europe. A full-fledged market recovery can be expected starting Q3 2024 following Apple’s new product launch and as peak season begins in emerging markets. Growth rate will be back to almost 8%-9% in 2024 and 2025 as steady growth in demand is expected for a while in emerging regions.
Table of Contents:
- Key Assumptions
- by Region
- by Brand
- Analyst contacts
Number of Pages: 5
Published Date: June 2024
Overview:
In Q1 2024, global VR headset shipments declined 29% YoY and 51% QoQ. The sequential drop was partially due to seasonality during the post-Black Friday sales period in NAM and the 11.11 Single’s Day promotion in China. Despite the entry of Apple’s Vision Pro, the global VR headset market remained weak in Q1 2024. Meta’s shipments declined, while Sony and Pico faced significant inventory-clearing pressures. The enterprise VR segment demonstrated more resilience compared to the consumer segment.
Global AR smart glass shipments grew 40% YoY in Q1 2024. However, the market declined 45% QoQ, primarily due to the end of the Black Friday sales in NAM and the 11.11 Single’s Day promotion in China. We expect NAM and China to account for nearly 90% of the global AR smart glass market. A noteworthy event in Q1 2024 was the rise of VITURE to the third position in the AR smart glass market with the launch of its VITURE One series glasses in China.
In this report, we have adjusted our forecast for global AR/VR headset shipments. For a detailed analysis of the initial sales performance and application ecosystem of Apple’s Vision Pro, performances of key OEMs in the global AR/VR market in Q1 2024, and our assumptions for our adjusted market forecast, please refer to the full report.
Table of Contents:
- Key Takeaways and Themes of the Quarter
- Global VR Market Analysis, Q1 2024
- Global AR Smart Glass Market Analysis, Q1 2024
- Component and Specification Trends, Q1 2024
- Industrial Intelligence Update, Q1 2024
- Market Forecast Update
Number of Pages (if it’s a PDF): 47
Overview:
The global smartphone market has shown signs of recovery since late 2023 after a prolonged period of sluggishness. Q1 2024 smartphone shipments increased 6% YoY, backed by the strong performance of emerging markets like MEA and CALA, which continued strong momentum, while Europe, especially Central and Eastern Europe, grew the most compared to a difficult Q1 2023. Consumer demand in these markets has been growing gradually and inventory levels have improved. With some return of consumer confidence underpinned by improving macroeconomic conditions, we expect the market to grow by 3.7% annually in 2024. As most OEMs closed 2023 with a relatively healthier inventory level, they will likely keep rebuilding their stock in preparation for a potential demand increase across the year.
- Apple is planning to apply On-Device generative AI and significantly improve microphone performance to maximize GenAI use with iPhone 16 series. Based on the abundant IB of the iPhone 13, the iPhone 16 series is expected to be able to achieve the higher shipments than its predecessor in the first year of release.
- Samsung’s foldable smartphone shipments declined 42% YoY in Q1 2024, mostly due to stiff competition from OEMs such as Huawei in the Chinese market and Motorola in the US. However, the first and second quarters are seasonally low for Samsung’s foldable portfolio. Therefore, reclaiming first place from Huawei in Q2 2024 will be a difficult task. However, we expect Samsung to regain first place in Q3 2024 following the launch of its upcoming foldable lineup the Galaxy Z6 series.
- A new sub-brand will be introduced in Q3, the online-centric XingYao lineup is expected to help Huawei gain more share in the mid-to-low segments.
In this report, we forecast the quarterly shipment of key smartphone models by major OEMs – Apple, Samsung, Huawei, Honor, Xiaomi, OPPO, Vivo, Oneplus, Motorola, Google, and Sony – until Q4 2025 and it focuses on giving a detailed view of flagship shipments globally.
Published Date: June 2024
