汽車遠端資訊處理服務提供者 (TSP) 和應用服務市場:2023-2024
市場調查報告書
商品編碼
1396045

汽車遠端資訊處理服務提供者 (TSP) 和應用服務市場:2023-2024

Automotive Telematics Service Providers (TSP) and Application Services Research Report, 2023-2024

出版日期: | 出版商: ResearchInChina | 英文 450 Pages | 商品交期: 最快1-2個工作天內

價格
簡介目錄

2023年1月至9月,中國乘用車車連網滲透率達77.6%,較去年同期提升12.8個百分點。 遠端資訊處理的日益普及為智慧互聯服務奠定了市場基礎,這些服務正在塑造消費者的連接需求和使用習慣。 未來,各大主機廠品牌差異化的重點將是如何利用車聯網大數據提供多元化、個人化、智慧化的應用服務。

目前,我國智慧網聯汽車應用服務主要包括車內資訊服務、售後資訊服務、車外短程服務、車外遠端服務四個場景。

車載資訊服務主要以智慧座艙應用為主。 除了資訊娛樂、定位、導航、車載監控、救援呼叫等傳統服務外,個人化、應用程式商店、車載遊戲平台、智慧推薦、場景引擎等已成為應用服務熱點。正在上升。

我們的售後資訊服務聚焦於用戶與車輛使用和維護相關的需求,為二手車和新能源汽車提供遠端診斷、一鍵救援、OTA更新、維修指導和預約、能源服務。 。

車外短距離通訊服務主要透過NFC實現,包括藍牙/UWB等數位鑰匙、智慧手錶、車外互動等。

車外遠端服務主要利用手機APP遠端控制車輛、查看車輛狀態、偵測車輛狀態。

本報告調查了汽車遠端資訊處理服務提供者(TSP)和應用服務市場,包括市場背景、發展歷史、主要服務趨勢、競爭格局和比較分析、主要服務提供者概況和特點,我們總結了我們提供的服務。

目錄

第一章汽車 TSP 與應用服務市場:概論

  • 智慧型汽車連網應用服務概述
  • 車上資訊服務
  • 售後資訊服務
  • 外部短距離服務
  • 車外遠距服務

第二章汽車TSP與應用服務市場:競爭格局

  • 產業鏈
  • 競爭狀況
  • OEM驅動的服務平台之間的比較
  • 利用ICT的服務平台比較
  • 第三方服務平台之間的比較
  • 原始設備製造商在遠端資訊處理平台和應用服務方面的比較
  • 發展趨勢

第三章 OEM應用服務

  • NIO
  • Li Auto
  • Xpeng
  • Rising Auto
  • IM
  • Voyah
  • Neta
  • Leapmotor
  • Strategic Planning 2.0
  • Geely
  • FAW Hongqi

第四章 OEM主導的TSP及應用服務平台

  • ECARX
  • Bean Tech
  • Phoenix Auto Intelligence
  • Hynex
  • OnStar

第四章 以互聯網為基礎的TSP及應用服務平台

  • iFLYTEK
  • Baidu Apollo
  • Tencent Auto Intelligence (TAI)
  • Banma Information Technology
  • PATEO CONNECT+

第六章基於ICT的TSP及應用服務平台

  • China Mobile
  • China Unicom Smart Connection Technology
  • E SURFING IOT
  • Huawei
  • Xiaomi Automobile
  • OPPO
  • VIVO

第七章第三方供應商TSP與應用服務平台

  • NavInfo
  • BDStar Intelligent & Connected Vehicle Technology
  • Shenzhen Soling Industrial Co., Ltd.
  • Beijing Yesway Connect Service
  • TimaNetworks
  • Ecar Telematics
  • MXNAVI
  • Lenovo Connect
  • Cihon Technology
  • One IOT World
簡介目錄
Product Code: YSJ120

From January to September 2023, the penetration of telematics in passenger cars in China hit 77.6%, up 12.8 percentage points from the prior-year period. The rising penetration of telematics provides a market foundation for intelligent connected services, and consumers' connection needs and usage habits take shape. Next how to provide diversified, personalized and intelligent application services using telematics big data will become the focus of major OEMs forging brand differentiation.

At present, China's intelligent connected vehicle application services are mainly four scenario services: in-vehicle information services, after-sales information services, off-vehicle near-field services and off-vehicle remote services.

In-vehicle information services are mainly based on intelligent cockpit applications. In addition to conventional services such as infotainment, positioning, navigation, in-vehicle monitoring and rescue call, personalization, APP stores, vehicle gaming platforms, intelligent recommendations, scene engines, etc. have become hotspots of application services, which is accompanied by increasing big data applications in vehicles.

Centering on users' needs for car usage and maintenance, after-sales information services provide remote diagnosis, one-button rescue, OTA updates, maintenance prompts and reservations, energy services for used cars and new energy vehicles, etc.

Off-vehicle near-field services are mainly enabled by near-field communications, such as digital keys like Bluetooth /UWB, smart watches, and off-vehicle interaction.

Off-vehicle remote services mainly use mobile phone APPs to remotely control vehicles, check vehicle conditions, detect vehicle status, etc.

First, IVI APP stores enhance the personalization and scalability of in-vehicle services.

With rich ecological applications, APP stores can not only enhance the personalized and entertaining experience for users, but also enables the scalability of the application ecosystem, for example, users can work in the vehicle using office and conference software. At this stage, Chinese brands like BYD, NIO, Xpeng and Li Auto are the first to install APP stores in their IVI systems. Their foreign peers are following suit.

In February 2023, The Driven, an Australian electric vehicle website, issued an article saying that Tesla may already be working on its own Apple-like app store that would enable car owners to download and install applications to their electric cars.

In March 2023, Volkswagen Group officially announced that it would bring a new app store to its multiple auto brands and car models. Users can enjoy a mass of third-party applications via the update.

Second, the deep integration of mobile phones and IVI will spur more application services.

Mobile phones offer the most contact points and the longest contact time in automotive application services, and have become a bridge connecting people with cars and other devices. Mobile phone APPs can not only be used for remote car control, but also provide social contact, test drive/car purchase services, financial services, valet services, and even customized scenes, car manual guide and user evaluation, becoming a carrier for OEMs to create full life cycle services for users.

At this stage, the special services offered by OEMs through mobile phone APPs mainly include:

1.Valet services

The enjoyable driving services of NIO are 7*24h customized services directly provided by NIO's road service team according to users' demand. Using NIO APP, users can enjoy various valet services such as valet driving and accompanying, for example, accompanying the elderly to see a doctor and sending them to the hospital for physical examination, and accompanying children to do homework.

IM Care provides users with such services as door-to-door fine cleaning, door-to-door power supply, maintenance, and pick-up and delivery.

2. Feedback

Li Auto has set up a "word-of-mouth" section on its mobile phone APP, which enables users to evaluate vehicles in three dimensions: functions (appearance design, riding space, extended-range electric mode, chassis suspension, smart space and intelligent driving), services (after-sales service) and others (reasons for buying a car, satisfaction and expected improvements), thus creating a feedback channel for users.

3. Function introduction

Xpeng introduces the functions of Xpeng XPILOT to users via the intelligent driving section of the mobile phone APP. IM provides the manual guide for users via on the mobile phone APP.

4.Custom scenarios

NIO and Rising Auto set up scenario editors on their mobile phone APPs to enable users to add custom scenarios according to their preferences.

5. Brand co-creation

The Yuanshi Plan launched by IM encourages users to share mileage data, participate in interaction tasks and official co-creation activities on the APP, so as to enhance users' brand loyalty and achieve the effect of brand co-creation by way of issuing "original stones" (Yuanshi) and product redemption.

In addition, cross-terminal system applications such as HarmonyOS, and mobile phone vendors like OPPO, VIVO, Meizu and NIO Phone have entered IVI, bringing deeper integration of mobile phones and IVI. Cross-terminal data flow applications offer a bigger imaginable space to OEMs and suppliers, which may help to create more new services.

Third, the next-generation application service platform will build all-scenario service capabilities covering intelligent driving, cockpit and connectivity.

As E/E architectures tend to be centralized, automotive operating systems develop along the path of "IVI -> cockpit -> vehicle". In the era of vehicle operating systems, OEMs need to be based on SOA to realize cross-domain scheduling and functional integration among communication domain, cockpit domain and intelligent driving domain. There are two paths for OEMs to achieve cross-domain software integration: self-developing operating system platforms and application service platforms, represented by NIO, Xpeng and Li Auto; self-developing application service platforms but outsourcing operating system platforms to Neusoft, ThunderSoft and the like, represented by coventional automakers.

Therefore, emerging automakers such as NIO, Xpeng and Li Auto integrate the next-generation application service platforms with vehicle operating systems.

SkyOS, NIO's next-generation operating system platform (including an application service platform), is an all-domain vehicle operating system, involving vehicle systems, driving assistance, intelligent cockpit, connected energy replenishment services and mobile Internet. It is applied to telematics, vehicle control, autonomous driving and digital cockpits.

LiOS, Li Auto's next-generation operating system platform (including an application service platform), coupled with the self-developed LEEA 3.0 (a "central computing platform + zone controllers" architecture), combines intelligent driving domain, intelligent cockpit domain and vehicle control domain as a complete central domain.

Table of Contents

1 Overview of Automotive TSP and Application Service Market

  • 1.1 Overview of Intelligent Automotive Connectivity Application Services
    • 1.1.1 Market Background
    • 1.1.2 Development History
    • 1.1.3 Market Composition
  • 1.2 In-vehicle Information Services
    • 1.2.1 Infotainment Services
    • 1.2.2 Positioning & Navigation Services
    • 1.2.3 Rescue Call Services
    • 1.2.4 App Store Services
    • 1.2.5 Automotive Gaming Platforms
    • 1.2.6 Scenario Engines
    • 1.2.7 Travel in Groups
  • 1.3 After-sales Information Services
    • 1.3.1 Remote Diagnosis
    • 1.3.2 OTA
    • 1.3.3 Energy Services
  • 1.4 Off-vehicle Near-field Services
    • 1.4.1 Digital Keys
    • 1.4.2 Off-vehicle Interaction
  • 1.5 Off-vehicle Remote Services
    • 1.5.1 Remote Vehicle Control Functions
    • 1.5.2 Remote Features of Mobile Phone APPs

2 Competitive Landscape of Automotive TSP and Application Service Market

  • 2.1 Industry Chain
  • 2.2 Competitive Landscape
  • 2.3 Comparison between OEM-led Service Platforms
  • 2.4 Comparison between ICT-backed Service Platforms
  • 2.5 Comparison between Third-party Service Platforms
  • 2.6 Comparison between OEMs in Telematics Platforms and Application Services
    • 2.6.1 Comparison between Underlying Systems and Architectures
    • 2.6.2 Comparison between Connected Data Application Scenarios
    • 2.6.3 Comparison between Aftermarket Applications
    • 2.6.4 Function Comparison between Mobile Phone APPs
    • 2.6.5 Construction of Overseas Intelligent Connectivity Platforms
  • 2.7 Development Trends
    • 2.7.1 Trend 1
    • 2.7.2 Trend 2
    • 2.7.3 Trend 3
    • 2.7.4 Trend 4
    • 2.7.5 Trend 5
    • 2.7.6 Trend 6
    • 2.7.7 Trend 7
    • 2.7.8 Trend 8
    • 2.7.9 Trend 9
    • 2.7.10 Trend 10

3 Application Services of OEMs

  • 3.1 NIO
    • 3.1.1 Features of Application Services
    • 3.1.2 In-vehicle Information Services
    • 3.1.3 After-sales Information Services
    • 3.1.4 Overseas Business
  • 3.2 Li Auto
    • 3.2.1 Features of Application Services
    • 3.2.2 In-vehicle Information Services
    • 3.2.3 Off-vehicle Remote Services
  • 3.3 Xpeng
    • 3.3.1 Features of Application Services
    • 3.3.2 In-vehicle Information Services
    • 3.3.3 Off-vehicle Remote Services
    • 3.3.4 Business Model
    • 3.3.5 Overseas Business
    • 3.3.6 Overseas Telematics Solutions
  • 3.4 Rising Auto
    • 3.4.1 Features of Application Services
    • 3.4.2 In-vehicle Information Services
    • 3.4.3 After-sales Information Services
    • 3.4.4 Off-vehicle Remote Services
  • 3.5 IM
    • 3.5.1 Features of Application Services
    • 3.5.2 In-vehicle Information Services
    • 3.5.3 After-sales Information Services
    • 3.5.4 Off-vehicle Remote Services
  • 3.6 Voyah
    • 3.6.1 Features of Application Services
    • 3.6.2 In-vehicle Information Services
    • 3.6.3 Off-vehicle Remote Services
    • 3.6.4 Overseas Business
    • 3.6.5 Telematics Partners
  • 3.7 Neta
    • 3.7.1 Features of Application Services
    • 3.7.2 In-vehicle Information Services
    • 3.7.3 After-sales Information Services
    • 3.7.4 Off-vehicle Remote Services
    • 3.7.5 Overseas Business
  • 3.8 Leapmotor
    • 3.8.1 Features of Application Services
    • 3.8.2 Independent R&D System
    • 3.8.3 In-vehicle Information Services
    • 3.8.4 Aftermarket Service System
    • 3.8.5 Off-vehicle Remote Services
    • 3.8.6 Strategic Planning 2.0
    • 3.8.7 Service-oriented Software Architecture
    • 3.8.8 Business Model
  • 3.9 Geely
    • 3.9.1 Features of Application Services
    • 3.9.2 In-vehicle Information Services
    • 3.9.3 Partners of Application Services
    • 3.9.4 Overseas Layout
  • 3.10 FAW Hongqi
    • 3.10.1 Features of Application Services
    • 3.10.2 In-vehicle Information Services
    • 3.10.3 Partners of In-vehicle Information Services

4 OEM-led TSP and Application Service Platforms

  • 4.1 ECARX
    • 4.1.1 Profile
    • 4.1.2 Application Service Capabilities
    • 4.1.3 Hardware Products
    • 4.1.4 Software Products
    • 4.1.5 Cloud Platform and Solutions
    • 4.1.6 After-sales Information Services
    • 4.1.7 Application Service Ecosystem
    • 4.1.8 Overseas Business
  • 4.2 Bean Tech
    • 4.2.1 Profile
    • 4.2.2 Application Service Capabilities
    • 4.2.3 Hardware Products
    • 4.2.4 Software Products
    • 4.2.5 Application Service Ecosystem
  • 4.3 Phoenix Auto Intelligence
    • 4.3.1 Profile
    • 4.3.2 Application Service Capabilities
    • 4.3.3 Software Products
    • 4.3.4 In-vehicle Interaction Strategy
    • 4.3.5 Cooperative Models
    • 4.3.6 Application Service Ecosystem
  • 4.4 Hynex
    • 4.4.1 Profile
    • 4.4.2 Application Service Capabilities
    • 4.4.3 Software Products
  • 4.5 OnStar
    • 4.5.1 Profile
    • 4.5.2 Types of Application Services
    • 4.5.3 Hardware Products
    • 4.5.4 Software Products
    • 4.5.5 After-sales Information Services

4 Internet-backed TSP and Application Service Platforms

  • 5.1 iFLYTEK
    • 5.1.1 Profile
    • 5.1.2 Application Service Capabilities
    • 5.1.3 Hardware Products
    • 5.1.4 Software Products
    • 5.1.5 After-sales Services
    • 5.1.6 Open Platform
    • 5.1.7 Foundation Model Capability
    • 5.1.8 Application Service Ecosystem
    • 5.1.9 Models Supported
    • 5.1.10 Overseas Business
  • 5.2 Baidu Apollo
    • 5.2.1 Profile
    • 5.2.2 Application Service Capabilities
    • 5.2.3 Hardware Products
    • 5.2.4 Software Products
    • 5.2.5 Cloud Platform
    • 5.2.6 Foundation Model Capability
    • 5.2.7 Overseas Business
  • 5.3 Tencent Auto Intelligence (TAI)
    • 5.3.1 Profile
    • 5.3.2 Strategic Planning for Automotive Business
    • 5.3.3 Application Service Capabilities
    • 5.3.4 Software Products
    • 5.3.5 Cloud Platform
    • 5.3.6 Big Data Application
    • 5.3.7 Partners of Application Service Ecosystem
    • 5.3.8 Overseas Business
  • 5.4 Banma Information Technology
    • 5.4.1 Profile
    • 5.4.2 Application Service Capabilities
    • 5.4.3 Software Products
    • 5.4.4 Cloud Platform
    • 5.4.5 O&M Service Capabilities
    • 5.4.6 Foundation Model Capability
    • 5.4.7 Partners of Application Service Ecosystem
    • 5.4.8 Cooperative Automakers of Application Services
  • 5.5 PATEO CONNECT+
    • 5.5.1 Profile
    • 5.5.2 Application Service Capabilities
    • 5.5.3 Hardware Products
    • 5.5.4 Software Products
    • 5.5.5 Cloud Platform
    • 5.5.6 Big Data Platform
    • 5.5.7 Features of Application Services
    • 5.5.8 Application Service Ecosystem
    • 5.5.9 Major Customers
    • 5.5.10 Foundation Model Application
    • 5.5.11 Overseas Business

6 ICT-backed TSP and Application Service Platforms

  • 6.1 China Mobile
    • 6.1.1 Application Service Capabilities
    • 6.1.2 Application Service System
    • 6.1.3 Application Services
    • 6.1.4 Models with Application Services
    • 6.1.5 Overseas Business
  • 6.2 China Unicom Smart Connection Technology
    • 6.2.1 Profile
    • 6.2.2 Development History
    • 6.2.3 Core Business
    • 6.2.4 Application Service Capabilities
    • 6.2.5 Cloud Services
    • 6.2.6 O&M and Services
      • 3.2.3.3 Cooperation Cases
    • 6.2.8 Partners
  • 6.3 E SURFING IOT
    • 6.3.1 Profile
    • 6.3.2 Application Service Capabilities
    • 6.3.3 Software Products
    • 6.3.4 Cloud Platform
    • 6.3.5 O&M Services
    • 6.3.6 Ecological Partners
  • 6.4 Huawei
    • 6.4.1 Application Service Capabilities
    • 6.4.2 Hardware Products
    • 6.4.3 Software Products
    • 6.4.4 Cloud Platform
    • 6.4.5 Application Services
    • 6.4.6 Partners
    • 6.4.7 Business Model
    • 6.4.8 Foundation Model Capability
  • 6.5 Xiaomi Automobile
    • 6.5.1 Profile
    • 6.5.2 First New Car
    • 6.5.3 Application Service Capabilities
    • 6.5.4 Software Products
    • 6.5.5 Investment Dynamics
  • 6.6 OPPO
    • 6.6.1 Automotive Business
    • 6.6.2 Software Products
    • 6.6.3 Partners
  • 6.7 VIVO
    • 6.7.1 Telematics Business
    • 6.7.2 Software Products

7 TSP and Application Service Platforms of Third Party Suppliers

  • 7.1 NavInfo
    • 7.1.1 Business Layout
    • 7.1.2 Application Service Capabilities
    • 7.1.3 Hardware Products
    • 7.1.4 Software Products
    • 7.1.5 Application Services
    • 7.1.6 Cloud Platform
    • 7.1.7 Ecological Partners
  • 7.2 BDStar Intelligent & Connected Vehicle Technology
    • 7.2.1 Profile
    • 7.2.2 Business Layout
    • 7.2.3 Application Service Capabilities
    • 7.2.4 Hardware Products
    • 7.2.5 Software Products
    • 7.2.6 O&M Services
    • 7.2.7 Ecological Partners
  • 7.3 Shenzhen Soling Industrial Co., Ltd.
    • 7.3.1 Profile
    • 7.3.2 Application Service Capabilities
    • 7.3.3 Hardware Products
    • 7.3.4 Cloud Platform
    • 7.3.5 O&M and Services
    • 7.3.6 Partners
  • 7.4 Beijing Yesway Connect Service
    • 7.4.1 Profile
    • 7.4.2 Application Service Capabilities
    • 7.4.3 Hardware Products
    • 7.4.4 Software Products
    • 7.4.5 Cloud Platform
    • 7.4.6 O&M and Services
    • 7.4.7 Partners & Customers
  • 7.5 TimaNetworks
    • 7.5.1 Profile
    • 7.5.2 Application Service Capabilities
    • 7.5.3 Software Products
    • 7.5.4 Cloud Platform
    • 7.5.5 O&M and Services
    • 7.5.6 Partners
  • 7.6 Ecar Telematics
    • 7.6.1 Profile
    • 7.6.2 Development History
    • 7.6.3 Telematics Application Service Capabilities
    • 7.6.4 Hardware Products
    • 7.6.5 Software Products
    • 7.6.6 O&M and Services
    • 7.6.7 Partners
  • 7.7 MXNAVI
    • 7.7.1 Business Overview
    • 7.7.2 Solutions
    • 7.7.3 Partners
    • 7.7.4 Cooperation Cases
  • 7.8 Lenovo Connect
    • 7.8.1 Business Overview
    • 7.8.2 Main Telematics Products
    • 7.8.3 Telematics Solutions
    • 7.8.4 Intelligent Connectivity Partners
  • 7.9 Cihon Technology
    • 7.9.1 Business Overview
    • 7.9.2 Data intelligence Business
    • 7.9.3 CARE Services
    • 7.9.4 Telematics Data Management Solutions
    • 7.9.5 Intelligent Diagnosis and Repair Platform
    • 7.9.6 Development History
    • 7.9.7 Customers
  • 7.10 One IOT World
    • 7.10.1 Business Overview
    • 7.10.2 Hardware Services
    • 7.10.3 Software Services
    • 7.10.4 Operation Services