EV Telematics
Telematics connects vehicles to the cloud for real-time data, analytics, and control. It combines on-board sensors, connectivity modules, and edge compute with secure data backends to enable fleet operations, safety, compliance, and over-the-air (OTA) services across EVs and autonomous platforms.
Hardware Stack (On-Vehicle)
The hardware layer includes the telematics control unit (TCU/T-Box), connectivity modules, and sensor interfaces that collect vehicle data and transmit it securely to the cloud.
| Layer | Examples | Primary Role |
|---|---|---|
| GNSS & IMU | Multi-band GNSS, RTK, 9-axis IMU | Position, velocity, heading, stability data |
| Vehicle Interfaces | CAN/CAN-FD, LIN, FlexRay, Ethernet (100/1000BASE-T1) | Access to BMS, powertrain, ADAS ECUs, DTCs |
| Connectivity | 4G/5G, Wi-Fi, BLE, DSRC/C-V2X, satellite (optional) | Backhaul to cloud and depot networks |
| Edge Compute (T-Box/DCU) | Domain/Zonal controllers, secure element/TPM | Local processing, buffering, encryption, OTA agent |
| Power & IO | 12/24/48V conditioning, digital/analog IO | Reliable operation across duty cycles |
Software & Cloud Stack
On the backend, software and cloud services process, analyze, and distribute vehicle data, enabling fleet dashboards, predictive analytics, and integrations with enterprise systems.
| Layer | Functions | Notes |
|---|---|---|
| Device OS & Agent | Secure boot, PKI, FOTA/SOTA, data buffering | Resilience for spotty coverage; delta updates |
| Ingest & Stream | MQTT/HTTP, pub/sub, time-series pipelines | Schema versioning; backpressure control |
| Storage & Models | TSDB, data lake, feature store | Retention tiers; PII minimization |
| Analytics & AI | Utilization, safety scoring, energy optimization | Predictive maintenance; route/charge planning |
| APIs & Integrations | Fleet, EAM/CMMS, ERP/MRP, TMS/WMS, insurance | REST/GraphQL; webhooks; secure third-party access |
| Dashboards & Alerts | Live maps, geofences, incidents, SLA tracking | Multi-tenant views; role-based access |
Telematics Vendor Landscape
The vendor ecosystem spans OEM-embedded systems, aftermarket hardware, SaaS fleet platforms, and energy-focused solutions that link vehicles with charging and depot operations.
| Category | Examples | Where They Fit |
|---|---|---|
| OEM Native Platforms | Built-in TCU/T-Box with OEM cloud | Tight BMS/ADAS integration; OTA control |
| Aftermarket Devices | Plug-in OBD-II/J1939, hardwired CAN loggers | Mixed fleets; rapid retrofit; cost-effective |
| Fleet Telematics SaaS | Dashboards, APIs, routing, safety scoring | Operations layer for dispatch and compliance |
| Energy/Charging Platforms | Charging telemetry, depot EMS, V2G interfaces | Depot/building integration; energy cost control |
Market Outlook & Adoption (Ranked)
Telematics adoption is growing fastest in high-utilization fleets, with uptake shaped by operational drivers, compliance needs, and the shift to electrification.
| Rank | Segment | Adoption Drivers | Constraints |
|---|---|---|---|
| 1 | Last-Mile & Service Fleets | High route density, uptime focus, insurance benefits | Mixed vehicles, disparate OEM APIs |
| 2 | Heavy-Duty & Drayage | Compliance, asset utilization, energy cost visibility | Depot electrification, integration with TMS/WMS |
| 3 | Robotaxis/Autonomous Pilots | Safety telemetry, OTA orchestration, incident analysis | Data volumes, privacy, real-time SLAs |
| 4 | Enterprise Pools/Light Commercial | Fuel/energy savings, driver safety, maintenance | Change management, budget cycles |
Telematics platform vendors
| Manufacturer |
|---|
| ACTIA |
| Baidu |
| Continental |
| Denso |
| Lear |
| LG Electronics |
| Marelli |
| TomTom |
| Valeo Group |