Authors:
Preeti Wadhwani, Satyam Thakare
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Automotive 5G Modules and Antenna Market Size & Share 2026-2035
Report ID: GMI16010
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Published Date: August 2026
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Automotive 5G Modules and Antenna Market
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Automotive 5G Modules and Antenna Market Size
The automotive 5G modules and antenna market was valued at USD 1.8 billion in 2025 and is projected to reach USD 12.3 billion by 2035, at a CAGR of approximately 19.1%. The forecast concerns automotive-grade 5G modules and antenna systems supplied to OEM and aftermarket channels. It excludes connectivity subscriptions, cloud platforms, non-automotive modules, LTE-only equipment, and vehicle assembly costs.
Automotive 5G Modules and Antenna Market Key Takeaways
Market Leader: Quectel led with over 20% market share in 2025.
Leading Players: Top 5 players in this market include Amphenol, Fibocom, Huawei, LG Electronics, Quectel, which collectively held a market share of 62% in 2025.
Demand is moving from isolated infotainment connectivity toward an embedded vehicle communications layer. Global 5G coverage reached 51% of the population in 2024, although coverage varied substantially by income group and region [1]International Telecommunication Union, Measuring Digital Development: Facts and Figures 2024, itu.int. That disparity matters for automotive sourcing: a cellular design win is committed years before vehicle launch, so OEMs must select band support, antennas, and modem capability against the expected service environment over a vehicle's operating life rather than current network availability alone.
Electrified platforms amplify this shift. Global electric-car sales exceeded 17 million in 2024, accounting for more than one-fifth of new-car sales [2]International Energy Agency, Global EV Outlook 2025: Executive Summary, iea.org. New BEV architectures provide a more practical point to integrate a 5G network access device, multi-band RF path, and update-capable vehicle software stack than carryover platforms designed around earlier telematics hardware. The resulting opportunity is not simply more SIM-enabled vehicles; it is a higher content requirement where module choice, antenna placement, thermal design, electromagnetic compatibility, and regional certification are interdependent.
GMI Analyst View
The market's steep expansion reflects a convergence of vehicle-platform renewal and network readiness, but neither factor is sufficient on its own. 5G coverage reduces the risk of stranded hardware, while electrified and software-defined platforms create a vehicle architecture in which a connectivity upgrade can be specified at the start of production rather than retrofitted later. The commercial consequence is a design-win market: suppliers that enter a platform's qualified bill of materials can participate through a multi-year production cycle, whereas technically capable late entrants face a costly revalidation barrier.
Growth will therefore not be distributed evenly across all connected-car functions. Safety and regulatory applications establish a minimum connectivity floor in selected regions, while premium telematics, high-order MIMO, and C-V2X configurations raise content per vehicle. This distinction makes qualification history, regional RF variants, and Tier-1 integration capability more consequential than generic 5G throughput claims.
Key Drivers
Growing adoption of connected and autonomous vehicles
Connected-vehicle functions are increasing the value placed on a persistent, vehicle-grade link. Telematics, remote diagnostics, software delivery, and digital cockpit services share one radio architecture, which concentrates demand around modules that can operate across the vehicle's intended markets. Verizon's 2024 deployment of 5G connectivity for newly manufactured BMW Group vehicles in the U.S. illustrates how an OEM program and an operator network can jointly define the in-vehicle service proposition [3]Verizon, Verizon Provides 5G Connectivity for BMW Group Vehicles in the U.S., verizon.com. For suppliers, such deployments convert connectivity from an accessory feature into a platform requirement with fixed RF, security, and certification specifications.
Expansion of V2X communication deployments
C-V2X adds a safety-oriented reason to specify hardware beyond ordinary cellular telematics. The FCC adopted final C-V2X rules for the 5.9 GHz ITS band in November 2024, defining the technical basis for C-V2X operation and transitioning away from DSRC. In China, MIIT selected 20 pilot cities for vehicle-road-cloud integrated intelligent connected vehicle applications. These initiatives do not guarantee immediate fleet-wide fitment, but they increase the value of modules able to combine cellular 5G with direct PC5 communications in applications where roadside and vehicle deployment mature together.
Rising demand for software-defined vehicles and OTA updates
Software-defined vehicle architectures turn connectivity into an operating pathway for feature maintenance and software delivery. China issued three mandatory intelligent connected vehicle standards covering cybersecurity, OTA software upgrades, and autonomous-driving data recording, effective January 1, 2026. The requirement shifts attention from headline downlink speed to secure, update-capable hardware and a qualification path that can support long vehicle lifecycles. It particularly favors integrated modules whose firmware and security design can be validated within the telematics control unit before production.
Increasing global 5G network coverage
Network expansion improves the commercial case for factory-installed 5G hardware. Ericsson forecasts that global 5G population coverage will reach 60% by the end of 2025, with high coverage in North America, mainland China, and India [4]Ericsson, 5G Network Coverage Forecast, Ericsson Mobility Report, ericsson.com. Coverage does not remove the need for LTE fallback or regional variants, but it reduces the likelihood that an OEM will pay for 5G capability that cannot support its intended customer services. This creates a pull-through effect for multi-band antennas as well as modules: a vehicle can use advanced modem capability only when its RF system preserves adequate isolation and gain across its target bands.
Key Restraints
High hardware costs limiting mass-market adoption
Automotive 5G hardware combines a more complex radio front end with the environmental and process requirements of vehicle supply. A module such as Quectel's AG59xH combines 5G NR, optional C-V2X capability, and dual-SIM functionality in an automotive module designed for qualified chipsets and automotive manufacturing systems [5]Quectel Wireless Solutions, 5G & C-V2X/DSDS AG59xH Automotive Module Series, quectel.com. Integrating those functions increases board area, thermal-management demands, and validation work relative to a cellular-only consumer device. Cost pressure is most acute in entry vehicles, where the incremental value of full-throughput 5G can be harder to recover through a vehicle's price or service revenue.
Lengthy OEM validation and certification processes
A component release does not equal a vehicle launch. The module must be integrated into a TCU or head unit and validated for environmental endurance, electromagnetic compatibility, software behavior, and the approvals required in each destination market. This makes the supplier's ability to maintain a stable product roadmap and documentation package commercially important. A module change after platform qualification can trigger rework well beyond the modem itself, which helps explain why OEM sourcing decisions tend to favor proven supply relationships over short-term component price advantages.
Spectrum fragmentation across regions
Vehicles designed for more than one region face a broad and non-identical mix of cellular and ITS spectrum rules. The FCC's defined 5.895–5.925 GHz C-V2X band is one example of an allocation that must be considered alongside other regional configurations. The impact reaches the antenna assembly: a roof, glass, or embedded antenna system must accommodate required bands while limiting coupling with GNSS, Wi-Fi, and other onboard radios. This raises the engineering value of configurable, multi-port antenna systems, but it also limits the feasibility of a single low-cost global SKU.
GMI Analyst View
The central tension is between rapidly improving network and policy conditions and the slow industrial process that converts a modem into an approved vehicle subsystem. Regulatory clarity around C-V2X and OTA can accelerate specifications, yet a platform cannot bypass system integration, RF validation, and regional type approval. Near-term volume should consequently be judged by qualified-program pipelines rather than by telecom coverage statistics alone.
This favors vendors that can manage trade-offs across the full integration stack. A low-cost module may be compelling for a domestic or aftermarket application, but OEM programs attach value to stable firmware, repeatable RF performance, documentation, and support for market-specific variants. The restraint is therefore also an entry barrier: qualification cost restrains price-sensitive adoption while protecting suppliers already embedded in vehicle platforms.
Automotive 5G Modules and Antenna Market Segment Analysis
By Product
5G Modules generated USD 1.08 billion in 2025 and are projected to reach USD 7.70 billion by 2035, at an approximately 19.46% CAGR. Embedded modules suit clean-sheet TCU designs where the module, power architecture, and thermal path are validated together. Integrated/Multi-band modules provide a practical route to combine 5G NR, GNSS, and optional C-V2X in a standardized package; Quectel's AG-series portfolio illustrates the progression from Release 15 designs to Release 16 capability . External modules remain relevant to commercial fleets and retrofit programs because they can be added without redesigning factory electronics, although their role narrows as new vehicles move toward integrated architectures.
Antennas are projected to increase from USD 0.70 billion in 2025 to USD 4.56 billion in 2035, at an approximately 18.50% CAGR. Shark-Fin antennas offer an established roof-mounted enclosure for cellular, GNSS, and other radios; Taoglas's Raptor III demonstrates the multi-radio consolidation possible in this form factor [6]Taoglas, MA1506.AK.001 Synergy 6-in-1 Combination Antenna, taoglas.com. Glass/Integrated antennas can reduce exterior protrusions but must work within the RF constraints of glazing and vehicle body structures. Patch & Blade antennas address rugged commercial-vehicle installations. MIMO antennas support the spatial diversity needed to obtain more consistent 5G performance in real driving environments, while Intelligent Antenna Modules (IAM) move active RF functions closer to the antenna. Others include dedicated V2X and specialized embedded antenna designs. HUBER+SUHNER's SENCITY Road MULTI family, which combines cellular MIMO, Wi-Fi, and GNSS options, shows why antenna count and port configuration increasingly influence hardware content [7]HUBER+SUHNER, SENCITY Road MULTI Antenna, hubersuhner.com.
By Propulsion
ICE is projected to grow from USD 0.26 billion in 2025 to USD 1.41 billion by 2035 at approximately 16.34%, reflecting continued need for telematics and regulatory connectivity despite a less favorable platform-renewal cycle. BEV is the largest propulsion segment at USD 0.79 billion in 2025 and reaches USD 6.12 billion by 2035, growing at approximately 20.54%; its clean-sheet electrical architectures support earlier integration of cellular and antenna hardware. PHEV rises from USD 0.36 billion to USD 2.12 billion, while HEV advances from USD 0.35 billion to USD 2.30 billion. FCEV posts the highest CAGR, approximately 24.97%, from USD 0.03 billion to USD 0.31 billion, but its small base means it remains a specialized opportunity rather than the volume driver.
By Application
Telematics leads application growth, rising from USD 0.56 billion in 2025 to USD 4.28 billion in 2035 at approximately 20.43%. Its lead reflects the consolidation of diagnostics, fleet data, and OTA functions around the vehicle connectivity stack. Infotainment grows from USD 0.46 billion to USD 3.29 billion, where concurrent passenger services and navigation raise bandwidth requirements. V2X Communication advances from USD 0.27 billion to USD 1.79 billion; the opportunity depends on compatible vehicle and infrastructure deployment rather than modem capability alone. ADAS & Autonomous Driving rises from USD 0.33 billion to USD 2.01 billion, supported by secure update and data-management requirements. Emergency & Safety Services grows from USD 0.16 billion to USD 0.89 billion, with European eCall modernization creating a compliance-driven demand floor. Regulation (EU) 2024/1180 requires packet-switched eCall systems for new M1 and N1 vehicle types from 2026 and all new vehicles in those categories from 2027.
By Vehicle
Passenger Cars account for USD 1.32 billion in 2025 and are projected to reach USD 9.65 billion by 2035, at approximately 19.84%. Within the category, Hatchbacks face acute cost sensitivity but can require baseline emergency connectivity; Sedans must package antennas within tighter body constraints; and SUVs generally offer more latitude for roof-mounted and multi-element RF configurations. Commercial Vehicles grow from USD 0.47 billion to USD 2.62 billion at approximately 16.68%. Light duty fleets prioritize routing and asset visibility, Medium duty fleets emphasize dispatch and operating data, and Heavy duty vehicles require robust antenna systems designed for larger roofs and harsher vibration environments.
By Sales Channel
OEM sales rise from USD 1.60 billion in 2025 to USD 11.34 billion by 2035, growing at approximately 19.41%. The channel dominates because hardware is designed into the vehicle and qualified before production. Aftermarket sales increase from USD 0.18 billion to USD 0.93 billion at approximately 15.81%. This channel is more compatible with external modules and fleet retrofits, but it cannot readily replicate the tightly integrated antenna, TCU, and safety-service architecture of an OEM platform.
GMI Analyst View
Modules carry the larger value pool because they embody modem generation, cellular capability, and optional V2X integration; antennas remain indispensable because the vehicle RF environment determines whether those capabilities can be realized. The relatively lower antenna CAGR should not be read as commoditization. The movement toward multi-port MIMO and active RF designs increases the engineering content of antenna systems even where the module captures more of the headline value.
The strongest segment opportunity lies where a vehicle's architecture and use case reinforce each other. BEVs and passenger cars provide scale for factory-integrated modules, while commercial fleets preserve demand for rugged antennas and externally accessible upgrades. C-V2X and FCEV offer higher-growth niches, but both are dependent on deployment ecosystems. Suppliers must therefore align product roadmaps with the qualification and infrastructure conditions of the targeted segment rather than pursuing every 5G application with one product configuration.
Automotive 5G Modules and Antenna Market Regional Analysis
North America
North America is projected to expand from USD 0.47 billion in 2025 to USD 3.71 billion by 2035, at approximately 20.65%. The U.S. represents USD 0.42 billion in 2025 and reaches USD 3.32 billion by 2035; its C-V2X rules and mature 5G environment support OEM specification decisions. Canada rises from USD 0.06 billion to USD 0.39 billion, where cross-border vehicle programs can benefit from harmonized North American product planning.
Europe
Europe grows from USD 0.49 billion in 2025 to USD 3.42 billion by 2035, at approximately 19.35%. Germany increases from USD 0.07 billion to USD 0.52 billion and remains important because of its concentration of vehicle-platform and Tier-1 engineering activity. The UK, France, Italy, Spain, Russia, and Nordics are included within the rest-of-Europe value of USD 0.42 billion in 2025, rising to USD 2.91 billion. The eCall transition gives European programs an unusually broad regulatory reason to upgrade connectivity hardware, although the regulation requires packet-switched compatibility and does not itself mandate a particular 5G modem configuration.
Asia Pacific
Asia Pacific is the largest region in 2025 at USD 0.62 billion and is projected to reach USD 3.99 billion by 2035, at approximately 18.35%. China grows from USD 0.28 billion to USD 1.89 billion. Its pilot-city program and mandatory intelligent-connected-vehicle standards link infrastructure, vehicle cybersecurity, and OTA requirements in one domestic ecosystem,. India, Japan, South Korea, Indonesia, Malaysia, Singapore, Thailand, Vietnam, Australia, and New Zealand are covered in rest-of-APAC, which rises from USD 0.34 billion to USD 2.10 billion. The region combines China's module production scale with Japanese and Korean RF and vehicle-electronics capabilities, but the commercial pace differs materially by country.
Latin America
Latin America advances from USD 0.12 billion in 2025 to USD 0.69 billion in 2035, at approximately 16.80%. Brazil rises from USD 0.03 billion to USD 0.21 billion, while Argentina and Mexico are included in rest-of-LATAM, which increases from USD 0.09 billion to USD 0.48 billion. The region's lower growth rate reflects a more uneven network and vehicle-price environment, making OEM platform carryover and commercial-fleet economics particularly important.
MEA
MEA grows from USD 0.08 billion in 2025 to USD 0.45 billion by 2035, at approximately 16.23%. Saudi Arabia expands from USD 0.03 billion to USD 0.15 billion, while the UAE and South Africa are included in rest-of-MEA, growing from USD 0.06 billion to USD 0.30 billion. Addressable demand is concentrated in urban and premium-vehicle environments, where network availability and intelligent-transport investment are strongest; this limits the near-term case for uniform 5G hardware penetration across the broader region.
GMI Analyst View
North America and Europe are shaped by defined regulatory and type-approval signals, whereas China's opportunity is reinforced by a domestic combination of pilot infrastructure, intelligent-vehicle standards, EV scale, and module supply. These are different demand mechanisms even when regional CAGRs appear similar. A supplier that wins a European compliance-led program may not automatically have the cost structure, certification, or OEM relationships needed for China, and the reverse is also true.
Latin America and MEA represent selective expansion markets rather than simple extensions of high-income-region deployment. Their opportunity is concentrated in vehicle segments, fleets, and cities where the vehicle service proposition can justify 5G hardware before coverage is uniformly available. This favors configurable global platforms and carefully staged regional variants over a one-size-fits-all antenna or module strategy.
Automotive 5G Modules and Antenna Market Share & Competitive Landscape
Competition is organized around two interlocking capabilities: cellular-module qualification and vehicle RF integration. The authorized global players are Amphenol, Huawei, HUBER+SUHNER, Huf, LG Electronics, MD Elektronik, Taoglas, WISI Automotive, Yokowo, and ZTE. Amphenol's automotive offering spans interconnect and antenna products, supporting a broader RF-path proposition [8]Amphenol Automotive, Amphenol Automotive Products Group, amphenol-automotive.com. HUBER+SUHNER supplies multi-port vehicle antennas suited to commercial and transport applications . Taoglas provides combination antenna systems , while Yokowo's vehicle communication portfolio includes automotive antennas covering cellular and positioning applications [9]Yokowo Co., Ltd., Vehicle Communication Antenna Products, yokowo.co.jp. Huawei and ZTE bring cellular-system expertise into China-focused automotive connectivity, while Huf, LG Electronics, MD Elektronik, and WISI Automotive participate through vehicle electronics, integration, and RF connectivity roles.
The authorized regional players are Ace Technologies, Calearo, Fibocom, MeiG Smart, Neoway, Quectel, and SIMCom. Fibocom's AX168 illustrates a C-V2X product approach that combines direct V2X capability with automotive-grade requirements. Quectel has a broad automotive module portfolio, including AG55xQ, AG57xQ, and AG59xH series products , and reported RMB 18.59 billion in 2024 revenue. Its disclosed 2024 automotive supply arrangement, with expected 2026–2033 revenue of USD 742 million to USD 1.31 billion, demonstrates the long-duration commercial stakes of a qualified connectivity program. Ace Technologies and Calearo extend regional antenna specialization, while MeiG Smart, Neoway, and SIMCom address China-oriented cellular module and telematics opportunities.
The authorized emerging players are Flaircomm, GosuncnWelink, and Longsung. Their strategic opening lies in targeted domestic OEM, T-Box, OBU, and fleet applications where cost, local support, and product tailoring can matter before a global OEM qualification record is established. Across all tiers, competition is less a contest for a generic radio component than for an approved position in a vehicle platform's RF and telematics architecture.
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