T-box是基于车规级对可靠性、工作温度、抗干扰等方面的严格要求，通过4G远程无线通讯、GPS卫星定位、加速度传感和CAN通讯功能，实现车辆远程监控、远程控制、安全监测和报警、远程诊断等多种在线应用的车联网标准终端。
随着车联网的逐步渗透，以及新能源汽车企业对车辆电池和整车状态信息的实时需求，我们认为全球T-box市场在2020年将达到34亿美元的市场规模，年复合增长率约25%。互联网行业的进入也将带动该市场增长。
2015年全球整体IC市场约2871亿美元，汽车IC市场份额占比7.3%；2019年整体IC市场规模能达到3587亿美元，汽车IC市场份额相比2015年微增长0.8%，达到292亿美元，主要原因是汽车IC的成本以及价格会逐步降低，尤其是MCU、模拟元件以及特殊应用逻辑元件等。
在汽车电子系统中，车载电子产品市场份额逐年攀升，2015年相比2011年提高了2%。普通汽车的汽车电子系统在整车成本中占比不超过30%，而新能源汽车的汽车电子系统成本占整车成本超过50%。2015-2020年中国新能源汽车年均增长率高达57.6%，将是带动国内汽车电子市场发展的强劲动力，我们认为未来5年国内汽车电子市场规模将以CAGR超过20%的速度增长，2020年将超过10,000亿。
随着前装终端产量和市场竞争加剧，T-box价格和成本将逐步下降；前装渗透率也将在2020年达到30%。我们认为2020年国内T-box市场规模将达到81亿元。
国内主流T-box企业有华为、慧翰微电子、速锐得等，但目前主要竞争还是来自国外企业，如Bosch、Continental、Harman以及Denso、 LG 等日韩企业。国内T-box市场还有95%左右的市场空间，主要原因是CANBUS总线协议开发难度较大。我们预计全国法规的细则将于2016年底出台，届时新能源汽车的TBOX前装率将得到大幅度提升，有望从现在的50%不到，增长到接近100%。
水清木华研究中心《2016-2020年全球及中国T-box行业研究报告》着重研究了以下内容：
全球及中国T-box市场规模、份额以及发展趋势，尤其细致分析了T-box未来的技术路线；
全球各国家和地区的T-box厂商以及应用情况对比分析；
T-box上游产业链：汽车IC和汽车传感器市场的分析；
国内汽车电子市场的发展情况分析；
国内T-box市场环境以及政策环境等方面的分析；
国外5大主要T-box品牌以及4家T-box相关生产厂商的技术方案、T-box业务情况等；
中国12家T-box厂商经营、技术、发展规划及车型配套。
T-box, posing the same strict requirements as the vehicle on reliability, working temperature, anti-interference, and so forth, is a standard terminal for the connected car, providing diversified online applications like vehicle remote monitoring, remote control, safety monitoring and alarming, and remote diagnosis by means of 4G remote wireless communication, GPS satellite positioning, acceleration sensing and CAN communication functions.
With the popularity of telematics as well as the demand of new energy automakers on real-time information about battery and vehicle status, the global T-box market size will be up to USD3.4 billion in 2020, with a CAGR of 25% or so, according to our forecast. The entry of the internet industry will drive the growth of such market as well.
The world’s IC market size was approximately USD287.1 billion in 2015, of which the automotive IC market accounted for 7.3%; and in 2019 the IC market scale will climb to USD358.7 billion, but the automotive IC market share will edge up 0.8 percentage points from 2015 and the size is to hit USD29.2 billion mainly because of the gradual fall in the cost and price of automotive IC, especially MCU, analog components, the logic components for special applications, etc.
In the automotive electronic system, the in-vehicle electronics have seen a rising share year after year, with the share 2% higher in 2015 than that in 2011. The automotive electronic system occupies at most 30% of total costs of an ordinary car but makes up more than 50% of total costs of a new energy vehicle. During 2015-2020, the new energy vehicles in China will present a CAGR of 57.6%, giving strong impetus to the development of Chinese automotive electronics market. We believe that the automotive electronics market size of China will show a CARG of over 20% in the next five years and will reach RMB1,000 billion.
As the output of OEM terminals increases and market competition pricks up, both price and cost of T-box will decrease by degrees. The penetration rate of pre-installations will be 30% in 2020 when Chinese T-box market size is believed to hit RMB8.1 billion.
The main players in T-box field consist of Huawei Technologies, Flaircomm Microelectronics, Thread Tech, etc., yet the rivalry is still mainly from foreign competitors such as Bosch, Continental, Harman, Denso and LG. Still about 95% of T-box market in China is to be developed because CANBUS protocol development is quite difficult. We expect that the detailed national rules and regulations will be issued at the end of 2016, and by then the rate of T-box pre-installations in new energy vehicle will be significantly improved, growing from less than 50% at present to close to 100% as estimated.
Global and China Telematics Box (T-Box) Industry Report, 2016-2020 by ResearchInChina focuses on the followings:
Global and Chinese T-box market size, shares and development tendencies, particularly analyzing the future technology roadmap of T-box;
Comparative analysis of T-box makers and applications in countries/regions worldwide;
Upstream industry chain of T-box: automotive IC and automotive sensor markets;
Development of automotive electronics market in China;
T-box market environment, policy climate, etc in China;
Five key T-box brands and four T-box related manufacturers’ technical solutions, T-box business, and otherwise;
Operation, technologies, development planning of 12 Chinese T-box manufacturers as well as their support for vehicle models.
第一章 T-box概述
1.1 T-box定义
1.2 分类
1.3 工作原理
1.4 组成结构
1.5 功能
1.6 用途
第二章 全球T-box行业
2.1 全球T-box市场
2.1.1 市场规模
2.1.2 市场份额
2.1.3 发展趋势
2.2 全球主要地区T-box发展情况
2.2.1 北美洲
2.2.2 欧洲
2.2.3 亚太地区
2.3 上游产业链
2.3.1 汽车IC
2.3.2 汽车传感器
2.4 国外主要T-box品牌
2.4.1 On-Star
2.4.2 ATX
2.4.3 G-BOOK
2.4.4 Carwings
2.4.5 Bluelink
第三章 国外T-BOX企业
3.1 Telit
3.1.1 公司简介
3.1.2 T-box芯片方案及规格
3.1.3 T-box模块研发团队人数
3.1.4 T-box模块研发团队所在城市
3.2 Sierra
3.2.1 公司简介
3.2.2 T-box芯片方案及规格
3.2.3 T-box模块研发团队所在城市
3.3 U-blox
3.3.1 公司简介
3.3.2 T-box芯片方案及规格
3.3.3 T-box模块研发团队所在城市
3.3.4 T-box模块销售收入
3.3.5 T-box模块未来Roadmap
3.4 Harman
3.4.1 公司简介
3.4.2 T-box业务
第四章 国内T-box行业
4.1 国内汽车电子发展情况
4.2 国内T-box发展情况
4.2.1 市场规模
4.2.2 市场环境
4.2.3 用户环境
4.2.4 政策环境
第五章 国内T-BOX企业
5.1 华为技术有限公司
5.1.1 公司简介
5.1.2 运营情况
5.1.3 T-box业务
5.2 中兴通讯股份有限公司
5.2.1 T-box芯片方案及规格
5.2.2 T-box模块研发团队人数
5.2.3 T-box模块研发团队所在城市
5.2.4 T-box模块销售收入
5.3 速锐得
5.3.1 公司简介
5.3.2 产品
5.3.3 T-box业务
5.3.4 配套客户
5.4 福建慧翰微电子有限公司
5.4.1 公司简介
5.4.2 经营情况
5.4.3 T-box业务
5.4.4 配套客户
5.4.5 核心竞争力
5.5 雅讯网络
5.5.1 公司简介
5.5.2 产品
5.6 广联赛讯
5.6.1 公司简介
5.6.2 产品
5.6.3 T-box配套车型
5.7 飞驰镁物
5.7.1 公司介绍
5.7.2 业务分布
5.7.3 合作伙伴
5.7.4 产品
5.8 博泰集团
5.8.1 公司简介
5.8.2 T-box业务
5.8.3 配套车型
5.9 广州汽车集团股份有限公司
5.9.1 公司简介
5.9.2 运营情况
5.9.3 产能
5.9.4 T-box业务
5.9.5 配套车型
5.10 东软集团股份有限公司
5.10.1 公司简介
5.10.2 运营情况
5.10.3 T-box业务
5.10.4竞争优势
5.11 INTEST
5.11.1 公司简介
5.11.2 业务分布
5.11.3 T-box业务
5.12 江苏天安智联科技股份有限公司
5.12.1 公司简介
5.12.2 运营情况
1 Overview of T-box
1.1 Definition
1.2 Classification
1.3 Working Principle
1.4 Composition
1.5 Function
1.6 Application
2 Global T-box Industry
2.1 Global T-box Market
2.1.1 Market Size
2.1.2 Market Share
2.1.3 Development Trend
2.2 T-box Development in Major Regions Worldwide
2.2.1 North America
2.2.2 Europe
2.2.3 Asia-Pacific
2.3 Upstream Industry Chain
2.3.1 Automotive IC
2.3.2 Automotive Sensor
2.4 Major Foreign T-box Brands
2.4.1 On-Star
2.4.2 ATX
2.4.3 G-BOOK
2.4.4 Carwings
2.4.5 Bluelink
3 Foreign T-box Companies
3.1 Telit
3.1.1 Profile
3.1.2 T-box Chip Solution and Specifications
3.1.3 T-box Module R&D Team Staffs
3.1.4 Cities where T-box Module R&D Teams are Located
3.2 Sierra
3.2.1 Profile
3.2.2 T-box Chip Solution and Specifications
3.2.3 Cities where T-box Module R&D Teams are Located
3.3 U-blox
3.3.1 Profile
3.3.2 T-box Chip Solution and Specifications
3.3.3 Cities where T-box Module R&D Teams are Located
3.3.4 T-box Module Sales
3.3.5 Future Roadmap of T-box Module
3.4 Harman
3.4.1 Profile
3.4.2 T-box Business
4 China T-box Industry
4.1 Development of Automotive Electronics in China
4.2 T-box Development in China
4.2.1 Market Size
4.2.2 Market Environment
4.2.3 User Environment
4.2.4 Policy Environment
5 Chinese T-box Companies
5.1 Huawei Technologies Co., Ltd.
5.1.1 Profile
5.1.2 Operation
5.1.3 T-box Business
5.2 ZTE Corporation
5.2.1 T-box Chip Solution and Specifications
5.2.2 T-box Module R&D Team Staffs
5.2.3 Cities where T-box Module R&D Teams are Located
5.2.4 T-box Module Sales
5.3 Shenzhen Thread Tech Co., Ltd.
5.3.1 Profile
5.3.2 Products
5.3.3 T-box Business
5.3.4 Clients
5.4 Flaircomm Microelectronics, Inc.
5.4.1 Profile
5.4.2 Operation
5.4.3 T-box Business
5.4.4 Clients
5.4.5 Core Competitiveness
5.5 Yaxon Network
5.5.1 Profile
5.5.2 Products
5.6 Shenzhen Autonet Co., Ltd.
5.6.1 Profile
5.6.2 Products
5.6.3 Vehicle Models Equipped with T-box
5.7 FutureMove Telematics Co., Ltd.
5.7.1 Profile
5.7.2 Business
5.7.3 Partners
5.7.4 Products
5.8 PATEO Corporation
5.8.1 Profile
5.8.2 T-box Business
5.8.3 Supported Vehicle Models
5.9 Guangzhou Automobile Group Co., Ltd (GAC)
5.9.1 Profile
5.9.2 Operation
5.9.3 Capacity
5.9.4 T-box Business
5.9.5 Supported Vehicle Models
5.10 Neusoft Corporation
5.10.1 Profile
5.10.2 Operation
5.10.3 T-box Business
5.10.4 Competitive Edge
5.11 Wuhan Intest Electronic Technology Co., Ltd. (INTEST)
5.11.1 Profile
5.11.2 Business
5.11.3 T-box Business
5.12 Jiangsu CAS-TIANAN Smart Science & Technology Co., Ltd.
5.12.1 Profile
5.12.2 Operation