Telematics and Connectivity Control Unit Systems Market Size, Market Forecast and Outlook By FMI
Summary of the Telematics and Connectivity Control Unit Systems Market
- Demand and Growth Drivers
- OEMs are building connectivity hardware into vehicle platforms as software features need reliable data links after sale. Emergency response rules support baseline fitment of telematics systems across regulated new vehicle programs.
- C-V2X readiness is increasing design work for control units that can support safety messages and infrastructure communication. Electric vehicles raise connectivity needs as battery status and charging data move through cloud-linked vehicle systems.
- Product and Segment View
- Telematics control units lead product segment, supported by their role in diagnostics and vehicle data exchange. Connectivity control units gain traction as automakers move more software functions into vehicle platforms.
- 4G LTE retain broad use in mass vehicle programs due to wide network coverage and proven module economics. Remote diagnostics stays central as OEMs use vehicle data for service planning and warranty support.
- OEM line-fit leads sales because embedded systems need secure integration with vehicle electronics.
- Geography and Competitive Outlook
- China hold a key market while India can sustain strong demand on account of regulated commercial vehicle tracking and growing connected passenger car use.
- Germany and France support demand through premium vehicle electronics, EU safety rules and connected service programs. The United States stays relevant because established connected vehicle programs and clearer C-V2X policy direction.
- Companies that can combine embedded module design, cybersecurity support and OEM program access are likely to gain traction during the forecast period.
- Analyst Opinion
- Nikhil Kaitwade, Principal Consultant at FMI says, “I see this market moving from basic vehicle tracking toward a deeper vehicle data control layer. OEMs now select hardware cost and long term software support. They are checking software update support, cybersecurity readiness, network coverage, and service life across the vehicle program. Telematics control units will keep a large base because emergency response and diagnostics need stable hardware.”
- Telematics and Connectivity Control Unit Systems Market Value Analysis
- The telematics and connectivity control unit systems market is moving from basic vehicle tracking hardware into a core part of connected vehicle architecture.
- Adoption driven by the need for remote diagnostics, emergency response, and secure vehicle data exchange.
- Software defined vehicle programs need stable connectivity between vehicles and cloud platforms.
- Fleet tracking needs and factory fit connectivity across passenger vehicles support market growth
Telematics and Connectivity Control Unit Systems Market Definition
Telematics and connectivity control unit systems include embedded electronic units that connect vehicles with cellular networks, cloud platforms, emergency response systems, and OEM service systems.
Telematics and Connectivity Control Unit Systems Market Inclusions
Market scope includes telematics control units, connectivity control units, V2X units, eCall modules, gateway units, cellular modems, embedded antennas, secure firmware, OEM line-fit systems, aftermarket tracking hardware, retrofit devices, passenger cars, commercial vehicles, electric vehicles, and regional demand across North America, Europe, East Asia, South Asia and Pacific, and Latin America.
Telematics and Connectivity Control Unit Systems Market Exclusions
The scope excludes infotainment displays, mobile phone apps, cloud-only fleet software, driver behavior dashboards sold without hardware, standalone navigation devices, insurance scoring software, and general electronic control units without telematics or vehicle connectivity functions.
Telematics and Connectivity Control Unit Systems Market Research Methodology
- Primary Research: FMI analysts reviewed inputs from Tier 1 suppliers, vehicle electronics engineers, fleet hardware integrators, and OEM sourcing managers active in connected vehicle programs. Interviews focused on module design, certification cycles, telematics use cases, and supplier qualification needs across major vehicle-producing countries.
- Desk Research: Desk research used official vehicle safety rules, connected mobility policy papers, supplier product information, and telecom spectrum updates. FMI reviewed public information on eCall rules, C-V2X spectrum use, vehicle tracking standards, and intelligent connected vehicle programs.
- Market Sizing and Forecasting: Market sizing combined vehicle production pools, factory-fit penetration, module pricing, and replacement demand across aftermarket programs. Country forecasts were adjusted for connected vehicle maturity, EV production scale, fleet regulation, and OEM electronics content per vehicle.
- Data Validation: Forecasts were checked against connected vehicle technology demand, fleet telematics hardware demand, and automotive connectivity control unit data. FMI cross-checked product shares with supplier portfolios and vehicle platform integration patterns before finalizing the outlook.
Why is the Telematics and Connectivity Control Unit Systems Market Growing?
- Connected diagnostics create repeat hardware demand as OEMs use vehicle data for service planning and warranty control.
- eCall and emergency response needs support baseline telematics hardware across regulated new vehicle platforms.
- C-V2X spectrum rules are raising interest in vehicle units that can support safety communication.
- Electric vehicles increase control unit value as battery health and charging data need secure vehicle-to-cloud transfer.
- Fleet operators rely on telematics hardware for route visibility and driver monitoring across commercial transport networks.
Vehicle programs now treat connectivity hardware as part of the main electronics architecture. Automakers need telematics units that can carry diagnostics and emergency communication without adding separate boxes for each function. eCall requirements in Europe keep emergency communication inside the factory design cycle. For suppliers, product value depends on long service life and secure connection management.
C-V2X is creating a demand layer beyond basic telematics. Clearer spectrum rules give automakers and Tier 1 suppliers a stronger path for vehicle communication hardware in the United States. Control units that combine telematics and message handling will gain share as vehicle platforms prepare for safety communication. The connected vehicle technology segment supports this shift across V2X and vehicle-to-cloud systems. The connected vehicle technology outlook supports this shift across V2X and vehicle-to-cloud systems.
Market Segmentation Analysis
- Telematics control units are projected to take 31.0% of the product mix in 2026. OEMs prefer them for diagnostics, emergency calls, and vehicle data exchange.
- By 2026, 4G LTE is expected to cover 42.0% of connectivity use. Wide network reach keeps it practical for mass vehicle platforms.
- Passenger cars are forecast to represent 58.0% of vehicle demand in 2026. Connected features are moving into mid-range models.
- Remote diagnostics is estimated to hold 27.0% of application demand by the forecast period.
- OEM line-fit is projected to lead in 2026 with 86.0% share as factory integration gives automakers better security and update control.
The market is segmented by product type, connectivity, vehicle type, application, and sales channel. Product type includes telematics control units, connectivity control units, V2X units, eCall units, and gateway units. Connectivity includes 4G LTE, 5G, C-V2X, Wi-Fi Bluetooth, and satellite. Vehicle type includes passenger cars, light commercial vehicles, heavy commercial vehicles, electric vehicles, and premium vehicles. Application includes remote diagnostics, emergency response, OTA updates, fleet tracking, and infotainment. Sales channel includes OEM line-fit, aftermarket, and retrofit kits.
Insights into the Telematics Control Units Product Type Segment
- Telematics control units are projected to take 31.0% of the product mix in 2026. OEMs use them to combine emergency calls and vehicle data exchange inside one embedded unit.
- Connectivity control units follow as software-defined vehicle programs need cleaner data movement between cloud services and in-vehicle networks, including automotive zonal gateway ECU platforms.
Insights into the 4G LTE Connectivity Segment
- By 2026, 4G LTE is expected to grow 42.0% of connectivity use. Its wide network reach and lower module cost suit large vehicle programs.
- 5G units are gaining space in premium and electric vehicles. 4G LTE keeps volume strength in models that need stable coverage across mixed driving routes.
Insights into the Passenger Cars Vehicle Type Segment
- By 2026, Passenger cars are forecast to represent 58.0% of vehicle requirement. Connected navigation and remote service functions are moving into mass models.
- Electric vehicles carry higher connectivity content per unit. Battery status and diagnostics need reliable cloud transfer through embedded systems.
Insights into the Remote Diagnostics Application Segment
- Remote diagnostics is estimated to hold 27.0% of application value by the forecast period as OEM service networks use vehicle health data to plan repairs earlier.
- OTA updates are gaining traction as software features expand across vehicle platforms which raises the need for fleet over-the-air software update validation test platforms.
Insights into the OEM Line-Fit Sales Channel Segment
- OEM line-fit is projected to lead in 2026 with 86.0% share. Telematics systems need secure access to vehicle electronics from the production stage.
- Aftermarket devices support fleet upgrades and used vehicles. Factory-fit systems have stronger access to vehicle networks and software update control.
Telematics and Connectivity Control Unit Systems Market Drivers, Restraints, and Opportunities
- Connected vehicle platforms are raising demand for units that combine cellular access and vehicle diagnostics.
- eCall and safety rules support baseline fitment in regulated markets.
- Module cost limits adoption in lower-price vehicle models where basic safety systems take priority.
- C-V2X readiness creates opportunity for suppliers that can combine telematics and short-range safety communication.
- Electric vehicles support higher module value as OEMs need charging data and battery health monitoring.
Embedded Diagnostics Pull
Service models now depend on vehicle data that reaches OEM systems before a driver visits a workshop. Telematics units help automakers read fault codes and plan repairs with fewer manual checks. Automotive OEM telematics outlook shows embedded telematics as a leading type. This supports factory-fit demand and gives supplier advantage for companies that can manage vehicle data and update support inside one unit. OEMs will favor modules that reduce service friction and fit into existing dealer systems.
Safety Regulation Fitment
Emergency response rules create a steady base for telematics hardware. In Europe, eCall requirements make in-vehicle emergency communication a core part of new vehicle design. It gives module suppliers a stable demand base across passenger vehicle programs. Emergency communication cannot depend on an optional phone connection. OEMs need a certified in-vehicle system that works during a crash and supports local network requirements.
C-V2X Readiness
C-V2X changes the role of connectivity units from data transfer hardware to safety communication hardware. The United States finalized 5.9 GHz rules in 2024, which gives suppliers better design clarity for C-V2X. Suppliers with cellular module strength and secure message handling will be better placed. The automotive cybersecurity homologation space also gains relevance as connected functions face tighter approval checks.
Analysis of Telematics and Connectivity Control Unit Systems Market by Key Countries
.webp "Top Country Growth Comparison Telematics And Connectivity Control Unit Systems Market Cagr (2026 2036)")
| Country |
CAGR |
| UK |
10.7% |
| US |
9.8% |
| Japan |
10.4% |
| China |
13.8% |
| India |
12.9% |
| Germany |
10.9% |
| France |
10.8% |
| Brazil |
11.6% |
Source: FMI analysis based on primary research and proprietary forecasting model.
Telematics and Connectivity Control Unit Systems Market CAGR Analysis by Country
- China leads the country outlook with 13.8% CAGR. Intelligent connected vehicle programs and local EV scale support increased control unit demand.
- India records 12.9% CAGR, supported by AIS 140 tracking rules and expanding vehicle digitization.
- Brazil reaches 11.6% CAGR as highway upgrades and fleet monitoring needs support broader telematics use.
- Germany stands at 10.9% CAGR, while France follows at 10.8% CAGR. Premium OEM programs and EU safety rules support demand in both markets.
- The UK holds 10.7% CAGR through fleet tracking and connected insurance use. Japan reaches 10.4% CAGR as software defined vehicle planning increases connectivity needs.
- The USA is projected at 9.8% CAGR as C-V2X rules and established connected vehicle programs support steady demand.
- The global market for telematics and connectivity control unit systems is expected to grow at 10.0% CAGR from 2026 to 2036.
Demand Outlook for Telematics and Connectivity Control Unit Systems Market in the UK
UK demand comes from connected fleet management and insurance telematics across commercial vehicles and passenger cars. Growth is expected at 10.7% CAGR through 2036 as fleets use vehicle data to improve route control and service planning. London and the South East support early connected vehicle use through dense fleet operations and premium passenger car ownership. OEM fitment benefits from safety expectations and consumer familiarity with connected services. Suppliers with factory-fit modules and fleet retrofit channels can gain better access.
- London fleet operators create demand for telematics hardware used in delivery routing and driver monitoring.
- Connected insurance programs in the UK support aftermarket device use across passenger car risk scoring.
- Midlands automotive engineering activity supports validation work for embedded telematics and automotive software integration.
Sales Analysis of Telematics and Connectivity Control Unit Systems Market in the USA
US demand depends on an established connected vehicle base and clearer C-V2X direction. At 9.8% CAGR, growth through 2036 is supported by deeper remote diagnostics and OTA service programs. Federal C-V2X policy gives automakers stronger certainty for future communication hardware. Detroit and California support major demand pockets through OEM engineering and fleet scale. Suppliers must prove cybersecurity and software update support to secure long vehicle programs.
- Detroit-area OEM engineering keeps factory-fit telematics design close to vehicle platform decisions.
- California supports connected vehicle testing through C-V2X and autonomous mobility activity.
- Texas logistics corridors support fleet tracking demand through long-haul freight and asset visibility needs.
Demand Analysis of Telematics and Connectivity Control Unit Systems Market in Japan
Japan demand depends on software-defined vehicle planning and high reliability expectations in vehicle electronics. Automakers are building more connected functions into passenger cars, placing the country at 10.4% CAGR by 2036. National mobility policy is giving software-defined vehicles a clearer role in future vehicle planning which supports connectivity hardware that can manage data exchange and software updates. Japanese OEMs will favor suppliers with stable quality records and strong validation support.
- Aichi Prefecture supports demand through Toyota-linked vehicle engineering and supplier networks.
- Tokyo mobility technology programs increase focus on connected vehicle data and service platforms.
- Japan’s Mobility DX Platform supports SDV discussion across autonomous driving and data use.
Opportunity Analysis of Telematics and Connectivity Control Unit Systems Market in China
China is the fastest-growing country because local EV makers use connected features as a core product element. Intelligent connected vehicle pilots and vehicle-road-cloud programs lift the outlook to 13.8% CAGR from 2026 to 2036. Beijing and Shanghai support a wider test base for V2X-ready units and cloud-linked vehicle control. Local suppliers can compete on cost in high-volume models. Global suppliers keep relevance in premium platforms and export-ready programs.
- Beijing pilot activity supports vehicle-road-cloud testing for intelligent connected vehicles.
- Shanghai gives suppliers access to EV makers and software-rich vehicle programs.
- Shenzhen supports connected vehicle modules through electronics supply chains and local innovation clusters.
Future Outlook for Telematics and Connectivity Control Unit Systems Market in India
India demand is moving from commercial tracking into broader vehicle connectivity. Connected passenger cars and regulated fleet hardware are expanding together. This supports a 12.9% CAGR outlook through 2036. AIS 140 tracking gives commercial vehicle telematics a stable base before passenger car connectivity scales further. Local cost sensitivity will keep module design practical across high-volume models. Demand is concentrated in proven cellular systems with reliable service support.
- AIS 140 compliance supports hardware demand across buses and public transport vehicles.
- Pune and Chennai OEM clusters support factory-fit telematics development for passenger vehicles.
- National highway expansion increases commercial fleet need for route visibility and vehicle tracking.
In-depth Analysis of Telematics and Connectivity Control Unit Systems Market in Germany
Germany demand is tied to premium vehicle platforms and strong electronics validation practice. Connected services are moving deeper into EVs and high-end passenger cars. Through 2036, the country is expected to grow at 10.9% CAGR. German OEMs use telematics hardware for service data and software update readiness. EU eCall rules give emergency communication hardware a stable baseline across new vehicles. The software defined vehicle transition makes connectivity units more central to vehicle architecture.
- Bavaria supports demand through BMW-linked premium vehicle programs and connected service integration.
- Baden-Württemberg strengthens supplier access through Mercedes-Benz and Bosch engineering networks.
- Lower Saxony adds demand through Volkswagen platforms and software update work across EV models.
Sales Outlook for Telematics and Connectivity Control Unit Systems Market in France
France demand is supported by connected passenger cars and EU-aligned safety requirements. OEMs are building remote diagnostics and emergency response into new models. The country is projected at 10.8% CAGR from 2026 to 2036. French automakers use connectivity hardware for vehicle data services and EV charging support. Paris and Île-de-France create a strong base for shared mobility and fleet telematics use. The telematics-based auto insurance space supports device use in risk-based vehicle programs.
- Île-de-France supports shared mobility and fleet connectivity through dense urban vehicle use.
- Renault-linked platforms support demand for embedded telematics and connected EV service functions.
- EU safety alignment keeps emergency response hardware relevant across new passenger vehicle models.
In-depth Analysis of Telematics and Connectivity Control Unit Systems Market in Brazil
Brazil demand is driven by commercial fleets and vehicle security needs. Fleet operators are increasing use of tracking hardware across long-distance routes, supporting stronger telematics adoption. The country is forecast at 11.6% CAGR through 2036. Highway concession activity creates more structured demand for connected fleet operations. São Paulo and Paraná are key demand centers due to vehicle production and freight activity. Suppliers that can support durable hardware and reliable network coverage have a clearer route to scale.
- São Paulo supports telematics demand through fleet density and automotive production networks.
- Paraná freight corridors create demand for vehicle tracking across agribusiness logistics.
- ANTT highway concession programs increase interest in data-backed fleet movement and road use monitoring.
Competitive Landscape and Strategic Positioning
- The market has moderate concentration, with leading suppliers holding strength in OEM programs and certified module design.
- Continental and Bosch depend on vehicle electronics depth and long OEM relationships.
- LG Electronics and Harman bring connectivity hardware and infotainment integration strength.
- Aptiv and Valeo differentiate on electrical architecture and software-ready vehicle systems.
- Entry barriers come from validation cost, cybersecurity approval and long program timelines.
Competition in the market depends on module reliability and integration skill. OEMs need suppliers connecting vehicle networks with telecom systems without creating security risk. Continental is one of the leading suppliers in automotive connectivity control units and it reflects the value of wide OEM access and platform-ready hardware. Suppliers that can link telematics with gateway functions will gain better long-term positions.
Bosch depend on control unit engineering and vehicle system knowledge. Its strength comes from combining embedded electronics with diagnostic software and security support. LG Electronics and Harman bring communication hardware and connected cockpit experience, which helps them in vehicles where infotainment and telematics are closely connected. Aptiv gains relevance where electrical architecture and data routing decide supplier selection. The in-vehicle connectivity reinforces this connection between vehicle networks and user-facing services.
Key Companies in the Telematics and Connectivity Control Unit Systems Market
Key companies differentiate on OEM access, module design, and software integration support.
- Global OEM Electronics Leaders: Continental AG, Robert Bosch GmbH, Harman International, LG Electronics, and Aptiv PLC hold strong positions through embedded connectivity modules and vehicle electronics program access.
- Connected Vehicle Specialists: Valeo, Denso Corporation, Visteon Corporation and Marelli support connected vehicle demand through control units and electronic architecture work.
- Fleet and Aftermarket Providers: Geotab, Verizon Connect, Samsara, Trimble and Queclink serve fleets that need tracking devices and telematics hardware outside OEM programs.
Competitive Benchmarking: Telematics and Connectivity Control Unit Systems Market
| Company |
OEM Connectivity Access |
Embedded Software Depth |
Cybersecurity Readiness |
Geographic Footprint |
| Continental AG |
High |
High |
Strong |
Global |
| Robert Bosch GmbH |
High |
High |
Strong |
Global |
| LG Electronics |
High |
Medium |
Strong |
Global |
| Harman International |
High |
High |
Strong |
Global |
| Aptiv PLC |
High |
High |
Strong |
Global |
| Denso Corporation |
High |
Medium |
Strong |
Global |
| Valeo |
Medium |
Medium |
Moderate |
Europe and Asia |
| Visteon Corporation |
Medium |
High |
Moderate |
Global |
| Geotab |
Low |
High |
Moderate |
North America and Europe |
| Queclink |
Medium |
Medium |
Moderate |
Asia and Global |
Source: Future Market Insights competitive analysis, 2026.
Key Developments in Telematics and Connectivity Control Unit Systems Market
- In April 2024, JLR partnered with Allye Energy to develop a portable BESS using second-life Range Rover and Range Rover Sport PHEV battery packs.
- In October 2024, Moment Energy was selected for a US$20.3 million USA Department of Energy award to establish a UL 1974-certified EV battery repurposing facility in the United States.
Key Players in the Telematics and Connectivity Control Unit Systems Market
Global OEM Electronics Leaders
- Continental AG
- Robert Bosch GmbH
- LG Electronics
- Harman International
- Aptiv PLC
- Denso Corporation
- Valeo
- Visteon Corporation
Connected Vehicle Specialists
- Marelli
- Hyundai Mobis
- Panasonic Automotive
- Ficosa
- Lear Corporation
Fleet and Aftermarket Providers
- Geotab
- Verizon Connect
- Samsara
- Trimble
- Queclink
- CalAmp
Report Scope and Coverage
| Parameter |
Details |
| Quantitative Units |
USD 6.4 billion in 2026 to USD 16.6 billion by 2036, at a CAGR of 10% |
| Market Definition |
Embedded vehicle systems used for telematics, connectivity control, emergency call, diagnostics, OTA update routing, tracking, and vehicle-to-cloud communication. |
| Regions Covered |
North America, Latin America, Europe, East Asia, South Asia and Pacific, Middle East and Africa |
| Countries Covered |
UK, US, Japan, China, India, Germany, France, Brazil, and 30+ countries |
| Key Companies Profiled |
Continental AG, Robert Bosch GmbH, LG Electronics, Harman International, Aptiv PLC, Denso Corporation, Valeo, Visteon Corporation |
| Forecast Period |
2026 to 2036 |
| Approach |
Hybrid bottom-up and top-down methodology using vehicle production, factory-fit rates, module pricing, regional regulation, and connected vehicle adoption. |
Telematics and Connectivity Control Unit Systems Market by Segments
Telematics and Connectivity Control Unit Systems Market Segmented by Product Type:
- Telematics Control Units
- Connectivity Control Units
- V2X Units
- eCall Units
- Gateway Units
Telematics and Connectivity Control Unit Systems Market Segmented by Connectivity:
- 4G LTE
- 5G
- C-V2X
- Wi-Fi Bluetooth
- Satellite
Telematics and Connectivity Control Unit Systems Market Segmented by Vehicle Type:
- Passenger Cars
- Light Commercial Vehicles
- Heavy Commercial Vehicles
- Electric Vehicles
- Premium Vehicles
Telematics and Connectivity Control Unit Systems Market Segmented by Application:
- Remote Diagnostics
- Emergency Response
- OTA Updates
- Fleet Tracking
- Infotainment
Telematics and Connectivity Control Unit Systems Market Segmented by Sales Channel:
- OEM Line-Fit
- Aftermarket
- Retrofit Kits
Telematics and Connectivity Control Unit Systems Market by Region:
- North America
- Latin America
- Brazil
- Chile
- Rest of Latin America
- Western Europe
- Germany
- UK
- France
- Italy
- Spain
- Nordic
- BENELUX
- Rest of Western Europe
- Eastern Europe
- Russia
- Poland
- Hungary
- Balkan and Baltic
- Rest of Eastern Europe
- East Asia
- South Asia and Pacific
- India
- ASEAN
- Australia and New Zealand
- Rest of South Asia and Pacific
- Middle East and Africa
- Kingdom of Saudi Arabia
- Other GCC Countries
- Turkiye
- South Africa
- Other African Union
- Rest of Middle East and Africa
Research Sources and Bibliography
- JLR. (2024, April 16). JLR powers up zero emissions charging on the go with first battery energy storage system using second-life Range Rover batteries.
- Moment Energy. (2024, October 23). Moment Energy awarded USD 20.3 million by USA Dept of Energy to establish first certified EV battery repurposing facility in the USA
- Smartville. (2024, November 18). Smartville powers up Nissan North America with new battery energy storage system.
- European Commission. (2024, February 14). The interoperable EU-wide eCall. Directorate-General for Mobility and Transport.
This Report Answers
- What is the current and future size of the telematics and connectivity control unit systems market?
- How fast is demand expected to grow between 2026 and 2036?
- Which product type is projected to lead demand in 2026?
- Which connectivity technology is expected to hold the highest share in 2026?
- How do eCall rules and C-V2X policies affect control unit demand?
- Why do OEM line-fit systems account for the largest sales channel share?
- Which countries are projected to grow fastest through 2036?
- How do China and India differ in connected vehicle hardware demand?
- Which companies are active in factory-fit telematics and connectivity control units?
- How does FMI estimate and validate this market forecast?
Frequently Asked Questions
What is the global market demand for telematics and connectivity control unit systems in 2026?
In 2026, the global market is expected to be worth USD 6.4 billion, supported by factory-fit connected vehicle hardware.
How big will the telematics and connectivity control unit systems market be in 2036?
By 2036, the market is projected to reach USD 16.6 billion, supported by connected diagnostics and OTA-ready vehicle platforms.
How much is demand expected to grow between 2026 and 2036?
Demand is projected to grow at a 10% CAGR between 2026 and 2036 across global vehicle programs.
Which product type is projected to lead the market in 2026?
Telematics control units are projected to account for 31.0% product share in 2026 due to diagnostics and emergency response use.
Which connectivity segment is expected to hold the highest share in 2026?
4G LTE is expected to hold 42.0% connectivity share in 2026 because mass vehicle programs need proven network coverage.
Why is China projected to grow fastest through 2036?
China is projected to record 13.8% CAGR through 2036 as intelligent connected vehicle pilots support hardware demand.
