Aftermarket Car Telematics – 2nd Edition

Aftermarket Car Telematics is the second strategy report fromBerg Insight analysing the latest developments on the marketfor applications such as stolen vehicle tracking (SVT), vehiclediagnostics, Wi-Fi hotspot, roadside assistance and convenienceapplications targeting consumers.

This strategic research report from Berg Insight provides youwith 210 pages of unique business intelligence including 5-yearindustry forecasts and expert commentary on which to base yourbusiness decisions.

Highlights from this report:

Insights from 30 new executive interviews with market leadingcompanies.
Comprehensive overview of the aftermarket car telematics valuechain and key applications.
In-depth analysis of market trends and key developments.
New profiles of 92 aftermarket car telematics solution providers.
Summary of the involvement of vehicle OEMs and mobileoperators.
New data on car populations and new car registrations worldwide.
Market forecasts by region lasting until 2024.

This report answers the following questions:

What types of aftermarket car telematics products are offered onthe market?
Which are the leading providers of car telematics technology?
What business models are available for players entering the cartelematics space?
Which are the dominant technology form factors?
How will the market evolve in Europe, North America, LatinAmerica, Asia-Pacific and MEA?
How are mobile operators approaching the aftermarket cartelematics market?
Will car OEM telematics solutions outcompete aftermarket cartelematics in the long term?
Which are the major drivers and barriers for car telematicsadoption?
Which are the key future trends in this industry?

Executive summary

Telematics is a broad term that may be applied to a wide range of automotive connectivitysolutions. Berg Insight’s definition of an aftermarket car telematics solution in this reportincludes telematics devices created by a company other than the carmakers and areretrofitted into vehicles mainly via OBD-II and blackbox devices based on both cellular/GNSSand RF technology. The connected car is a major trend in the automotive industry. After manyyears of development and false starts, car telematics has gained momentum and virtually allof the world’s leading carmakers have launched mass-market services in key regions. TheOEM initiatives can be seen as competition for the aftermarket solutions, but there is still agrowing demand for different forms of aftermarket car telematics services. Aftermarkettelematics still has a dominant position on the market in many parts of the world. Severalcategories of aftermarket car telematics applications have become popular includingroadside assistance, stolen vehicle tracking (SVT), vehicle diagnostics, usage-basedinsurance, dealer and inventory management, Wi-Fi hotspot as well as convenienceapplications targeting consumers.

The addressable market for aftermarket car telematics solutions is significant. At the end of2019, there were an estimated 1.12 billion passenger cars and light trucks registeredworldwide. Even though aftermarket car telematics services face competition fromsmartphone-only solutions and OEM solutions, Berg Insight is of the opinion that theaftermarket car telematics market is in a phase of strong growth. Berg Insight estimates thattotal shipments of aftermarket car telematics systems reached almost 24.7 million unitsworldwide in 2019. Growing at a compound annual growth rate of 14.4 percent, theshipments are expected to reach 48.5 million units in 2024. The number of aftermarket cartelematics systems in active use is forecasted to grow at a compound annual growth rate of14.4 percent from 77.1 million in 2019 to 152.1 million worldwide in 2024. The penetration ratewill at the same time grow from 6.4 percent in 2019 to 11.1 percent at the end of the forecastperiod.

The market is still in a relatively early phase with a great diversity of players interacting in acomplex value chain that spans multiple industries. The car telematics companies targetingthe consumer aftermarket include specialists focusing on this application area only as well asgeneral telematics players that serve a broad range of applications including also for examplefleet management for commercial vehicles. The leading aftermarket car telematics solutionproviders have reached installed bases in the millions. Examples of leading car telematicssolution vendors include Octo Telematics, Spireon, Procon Analytics, Ituran, Mojio, ScopeTechnology, CalAmp (LoJack), Bright Box, Viasat Group, Targa Telematics and VodafoneAutomotive. The most common go-to-market strategy is to partner with insurance companies,dealers, OEMs, MNOs and vehicle finance companies. Leading companies deliveringtelematics hardware and related services to the aftermarket car telematics market includeDanlaw, Xirgo Technologies, Gosuncn, Munic, Queclink and Teltonika.

Stolen vehicle recovery and security-related telematics applications are mature aftermarketcar telematics applications whereas other direct-to-consumer car telematics solutions havemore recently started to emerge. Regional market conditions such as a high level of vehiclecrime influence the demand for stolen vehicle tracking and have made SVT solutions popularin countries such as Brazil, Argentina, China, Israel, Russia and South Africa. Leading SVTcompanies include CalAmp (LoJack), Cesar Satellite, Ituran, Octo Telematics, TrackerConnect, Netstar and Pointer Telocation. The number of dedicated active aftermarket SVTunits in use is forecasted to reach 68.6 million in 2024, up from 47.1 million at year-end 2019.During the past years, several mobile operators have launched car telematics solutions as apart of a broader consumer IoT strategy. Deutsche Telekom has for instance partnered withMojio to launch branded connected car services in various markets. Verizon, AT&T, Sprint,Vodafone, Telefónica and many others have also explored the car telematics vertical duringthe past few years. Direct-to-consumer car telematics offerings are available to a varyingdegree in many regions globally by companies such as Bounice, CarLock and Autobrain.Many direct-to-consumer car telematics providers have broadened their product portfolios toinclude additional telematics application areas such as fleet management as well as poweringB2B2C telematics services.

Executive summary
1 The global passenger car market
1.1 Introduction
1.1.1 Passenger cars in use by region
1.1.2 New passenger car registration trends
1.1.3 Hybrid electric, plug-in hybrid electric and all-electric vehicles
1.2 Overview of aftermarket car telematics services
1.2.1 Aftermarket car telematics services in Europe
1.2.2 Aftermarket car telematics services in the Americas
1.2.3 Aftermarket car telematics services in ROW
1.3 Regulatory compliance
1.3.1 Vehicle security, safety and emergency call regulations
1.3.2 The eCall and ERA-GLONASS initiatives
1.3.3 Insurance industry standards for vehicle tracking
1.4 Vehicle crime
2 Car telematics solutions
2.1 Aftermarket telematics infrastructure
2.1.1 Vehicle segment
2.1.2 Tracking segment
2.1.3 Network segment
2.1.4 Service segment
2.2 Aftermarket car telematics applications
2.2.1 eCall and roadside assistance
2.2.2 Stolen vehicle tracking
2.2.3 Motor insurance telematics
2.2.4 Dealer lot management
2.2.5 Vehicle finance telematics
2.2.6 Remote control and convenience services
2.2.7 Vehicle diagnostics and maintenance
2.2.8 Electronic toll collection and congestion charging
2.2.9 Wi-Fi hotspot
2.2.10 Vehicle emission monitoring
2.3 Business models
3 Market forecasts and trends
3.1 Aftermarket car telematics market sizing
3.1.1 Aftermarket car telematics in Europe
3.1.2 Aftermarket car telematics in the Americas
3.1.3 Aftermarket car telematics in ROW
3.1.4 Vendor market shares
3.2 Value chain analysis
3.2.1 Automotive industry players
3.2.2 Telematics industry players
3.2.3 Telecom industry players
3.2.4 IT industry players
3.3 Market drivers and barriers
3.3.1 Macroeconomic environment
3.3.2 Regulatory environment
3.3.3 Competitive environment
3.3.4 Technology environment
3.4 Market trends and conclusions
3.4.1 Continued broadening of the aftermarket car telematics concept is expected .. 78
3.4.2 Privacy concerns are softening
3.4.3 Aftermarket SVT/SVR services compete with OEM services in many countries 79
3.4.4 Usage-based insurance to remain an aftermarket service in most countries
3.4.5 Insurance companies insource telematics activities in many markets
3.4.6 Smartphone-based telematics solutions compete with aftermarket telematics . 81
3.4.7 CRM solutions and vehicle diagnostics enable improved customer care
3.4.8 Wi-Fi hotspots enable convenient connectivity for passengers
3.4.9 Car telematics service providers to use a wide ecosystem of partners
3.4.10 Consumer telematics can potentially increase MNO IoT revenues
3.4.11 New IoT Technologies to simplify aftermarket car telematics services
4 International car telematics solution providers
4.1 Bright Box
4.2 CalAmp (LoJack)
4.3 Continental
4.4 Harman Connected Services
4.5 IMS (Trak Global Group)
4.6 Ituran
4.7 Mojio
4.8 Octo Telematics
4.9 Pointer Telocation (PowerFleet)
4.10 Targa Telematics
4.11 Teletrac Navman Automotive
4.12 Verizon
4.13 Viasat Group
4.14 Vodafone and Vodafone Automotive
5 Company profiles and strategies
5.1 Providers of SVT/SVR and related services
5.1.1 Autoconnex
5.1.2 Autolocator
5.1.3 Cesar Satellite
5.1.4 StarLine
5.1.5 Coyote (Traqueur)
5.1.6 Ingenie Business
5.1.7 MS&AD TX Connected
5.1.8 SHERLOG Technology
5.1.9 BrickHouse Security
5.1.10 Certified Tracking Solutions
5.1.11 Cox Automotive and Cox2M
5.1.12 Guidepoint Systems
5.1.13 Ikon Technologies
5.1.14 IMETRIK Global
5.1.15 MasTrack
5.1.16 PassTime GPS
5.1.17 Procon Analytics
5.1.18 SareKon
5.1.19 Skypatrol
5.1.20 Spireon
5.1.21 Autotrac
5.1.22 Car Security (LoJack Argentina)
5.1.23 CEABS
5.1.24 Maxtrack
5.1.25 OMNILINK (Graber)
5.1.26 Pósitron (Stoneridge)
5.1.27 Active Telematics
5.1.28 Katsana
5.1.29 TPL Trakker
5.1.30 ACM Track
5.1.31 Bidtrack (Bidvest Group)
5.1.32 Cartrack
5.1.33 Digit Vehicle Tracking (Digicell)
5.1.34 MiX Telematics
5.1.35 Netstar
5.1.36 Tracker Connect
5.2 Specialist consumer telematics solution providers
5.2.1 Air
5.2.2 Grupo Next
5.2.3 Net4things
5.2.4 Protectus Technologies (CarLock)
5.2.5 Springworks International
5.2.6 The Plan B Company
5.2.7 Thinxnet (ryd)
5.2.8 AccuTracking
5.2.9 Autobrain
5.2.10 Automatic Labs (SiriusXM)
5.2.11 Autonet Mobile
5.2.12 Agnik (Vyncs)
5.2.13 Linxup (MOTOsafety)
5.2.14 Modus
5.2.15 Tail Light (Bouncie)
5.2.16 Zubie
5.2.17 Comodif
5.2.18 Beijing Yesway Information Technology
5.2.19 CarIQ
5.2.20 Minda iConnect (Carot India)
5.2.21 Scope Technology
5.2.22 PATEO
5.2.23 SenSight Technologies (AutoWiz)
5.2.24 Jooycar
5.3 Technology vendors
5.3.1 Bosch Connected Devices and Solutions
5.3.2 Danlaw
5.3.3 Gosuncn WeLink
5.3.4 Jimi (Concox)
5.3.5 Meitrack
5.3.6 Meta System
5.3.7 Munic
5.3.8 PFK Electronics
5.3.9 Quartix
5.3.10 Queclink Wireless Solutions
5.3.11 Redtail Telematics
5.3.12 Sinocastel
5.3.13 Teltonika
5.3.14 Trakm8
5.3.15 Traffilog
5.3.16 ThinkRace
5.3.17 Voyomotive
5.3.18 Xirgo Technologies
List of Figures
Figure 1.1: Car parc by region (World 2012–2018)
Figure 1.2: Passenger car density per 1,000 inhabitants (EU27+UK 2018)
Figure 1.3: New car registration data (World 2012–2019)
Figure 1.4: Top 10 countries by new passenger car and light truck registrations (2019)
Figure 1.5: Passenger car registrations by manufacturer (EU+EFTA 2019)
Figure 1.6: Passenger car registrations by manufacturer (North America 2019)
Figure 1.7: Passenger car registrations by manufacturer (China 2019)
Figure 1.8: Registered highway capable BEVs and PHEVs (World 2019)
Figure 1.9: New registrations of highway capable BEVs and PHEVs (World 2019)
Figure 2.1: eCall application lifecycle
Figure 2.2: SVT application lifecycle
Figure 2.3: Motor insurance telematics application lifecycle
Figure 2.4: Electronic toll collection application lifecycle
Figure 3.1: Device shipments and active systems in use (World 2019–2024)
Figure 3.2: Device shipments and active systems in use (EU+EFTA 2019–2024)
Figure 3.3: Device shipments and active systems in use (E. Europe 2019–2024)
Figure 3.4: Device shipments and active systems in use (North America 2019–2024)
Figure 3.5: Device shipments and active systems in use (Latin America 2019–2024)
Figure 3.6: Device shipments and active systems in use (APAC 2019–2024)
Figure 3.7: Device shipments and active systems in use (MEA 2019–2024)
Figure 3.8: Major aftermarket car telematics vendors (World Q4-2019)
Figure 3.9: Major specialised SVT/SVR telematics vendors (World Q4-2019)
Figure 3.10: Major specialised consumer telematics players (World Q4-2019)
Figure 3.11: Examples of hardware vendors serving the car telematics market
Figure 3.12: The T-Mobile Sync-UP DRIVE app
Figure 3.13: MNO consumer car telematics offerings (Q4-2020)
Figure 3.14: M2M communications and managed service providers (Q4-2019)
Figure 4.1: The Remoto web portal
Figure 4.2: The HARMAN Spark app
Figure 4.3: Mojio app templates
Figure 4.4: GLOBALWATCH coverage by Teletrac Navman Automotive
Figure 4.5: Verizon Hum products
Figure 4.6: The V-Auto OBD-II dongle
Figure 5.1: The StarLine M18 telematics device
Figure 5.2: The Kahu app
Figure 5.3: Cartrack consumer subscription packages (South Africa 2020)
Figure 5.4: Overview of Cartrack’s subscriber base by application and region (FY-2020)
Figure 5.5: Matrix subscription packages (South Africa 2020)
Figure 5.6: Tracker Connect subscription packages (South Africa 2020)
Figure 5.7: The CarLock web app
Figure 5.8: Autonet Mobile hardware
Figure 5.9: DataLogger OBD-II Devices (Q3-2020)
Figure 5.10: Sinocastel OBD devices
Figure 5.11: AmberOBD mobile and web apps
Figure 5.12: Xirgo’s XT 2400 Series

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