The global connected vehicle installed base is forecast to surpass 1.05 billion vehicles, more than doubling from 473.7 million units in 2025, according to Omdia's latest research.

As the market expands, the next phase of connected vehicle development will focus on tighter service level agreements (SLAs), over the air (OTA) update programs, and service based architectures that support recurring revenue opportunities.

Automakers must align vehicle roadmaps with network transitions Omdia’s analysis examines the connected vehicle installed base by modem type and outlines the operational and commercial implications of changing network roadmaps.

The research underscores the importance for OEMs to align product planning, SLA frameworks, and technology upgrade paths with mobile operator timelines.

This alignment will be increasingly important to maintain continuity for safety critical services and connected features that generate recurring revenue as legacy networks are phased out.