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市場調查報告書

商品編碼

1628697

汽車 TSP/應用服務（2024-2025）

Automotive TSP and Application Service Research Report, 2024-2025

出版日期: 2024年12月28日 | 出版商:

ResearchInChina | 英文 540 Pages | 商品交期: 最快1-2個工作天內

價格

簡介目錄

TSP調查：車聯網服務將向跨域融合、全場景融合、座艙/駕駛融合方向拓展

TSP（遠端資訊處理服務提供者）主要負責收集和提供車輛與各類服務提供者之間的數據，從而為車主提供更多樣化的服務。TSP服務包括導航、社交、娛樂、遠端維護、安全等。

在跨域融合、座艙駕駛融合的趨勢下，TSP也悄悄進步，從車聯網服務應用拓展到跨域融合、全場景融合、座艙駕駛融合。

在跨域整合方面，透過模組化的軟體平台，實現座艙域、智慧駕駛域等不同域功能的整合。同時，智慧型手機與車機融合應用實現了智慧型手機與車機的算力需求與生態的融合。

全場景融合主要指圍繞全出行場景，實現互動、娛樂、社交、導航、停車、充電等各場景的網路連線服務。

艙駕融合主要是指將智慧座艙與智慧駕駛的功能進行打通。例如，Baidu、Tencent、NavInfo新發佈的最新地圖將行動地圖與ADAS地圖結合在一起。

1. 系統基礎設施跨領域融合

作為一家成熟的交通服務供應商，億咖通為數十個品牌提供資訊娛樂系統、線上會員服務、車聯網維運服務、交通增值服務等。截至2024年9月30日，ECARX的技術服務和產品已安裝在全球超過730萬輛汽車中。

在TSP業務方面，ECARX將於2024年推出跨領域系統功能平台Cloudpeak，能夠在不同的運算平台上形成完整的產品，協助尖端資訊娛樂系統和ADAS功能的開發。

2024年，ECARX Cloudpeak將搭載於Volvo純電動SUV EX30，並在全球實現量產。ECARX Cloudpeak 將為 EX30 的智慧駕駛艙提供豐富的智慧功能，包括：

Google 汽車服務 (GAS)：GAS 讓使用者可以輕鬆存取 Google 地圖、Google 助理以及 Google Play 應用程式商店中的大量應用程式。

智慧型手機和 IVI 整合：ECARX Cloudpeak 為 EX30 提供智慧型手機和 IVI 整合體驗，包括 Android Auto 和 Apple CarPlay，以補充應用生態系統。

ADAS 提示：ECARX Cloudpeak 可以與 EX30 的所有 ADAS 功能互連並進行通訊。該系統透過處理雷達、攝影機等智慧駕駛輔助相關感測器偵測到的信息，並將其顯示在駕駛員前方的儀表螢幕上，最大限度地提高駕駛員的前方視野，緩解駕駛員的焦慮，降低因偏離駕駛方向而造成的安全隱憂。

它支援 5G 連接和 OTA 更新，確保您的應用程式和作業系統始終保持最新。

國際擴張：ECARX Cloudpeak 將協助 EX30 在全球更多國家和地區推出。Volvo Cars計劃從2025年起提高其位於比利時根特工廠的該車型的生產能力。

本報告針對中國汽車產業進行調查分析，提供TSP產業鏈、競爭狀況、各項服務趨勢等資訊。

ECARX
Bean Tech
TINNOVE
Hynex
OnStar
Baidu Apollo
Tencent Auto Intelligence (TAI)
Banma Information Technology
PATEO CONNECT+
China Mobile
China Unicom Smart Connection Technology
E SURFING IOT
Huawei
OPPO
VIVO
Xingji Meizu
NavInfo
BICV
Shenzhen Soling Industrial Co., Ltd.
Beijing Yesway Connect Service
Ecar Telematics
MXNAVI
Lenovo Connect
Cihon Technology
One IOT World
Uka Technology

簡介目錄

Product Code: YSJ124

TSP Research: In-vehicle connectivity services expand in the direction of cross-domain integration, all-scenario integration and cockpit-driving integration

TSP (Telematics Service Provider) is mainly responsible for data collection and supply between cars and various service providers, thereby providing more diversified services to car owners. TSP services cover navigation, social contact, entertainment, remote maintenance, security, etc.

In the trend towards cross-domain integration and cockpit-driving integration, TSPs also quietly make progress, expanding from only in-car connectivity service applications to cross-domain integration, all-scenario integration and cockpit-driving integration.

In cross-domain integration, on the one hand, the modular software platform can realize the functional integration of different domains such as cockpit and intelligent driving domains. On the other hand, phone-IVI integration applications enable the computing power call and ecosystem integration of mobile phones and IVI.

All-scenario integration mainly refers to the realization of connectivity services in various scenarios such as interaction, entertainment, social contact, navigation, parking, and charging, centering on all mobility scenarios.

Cockpit-driving integration is mainly to connect the capabilities of intelligent cockpit and intelligent driving. For example, the latest maps launched by Baidu, Tencent and NavInfo link mobility maps with ADAS maps.

1. Cross-domain integration of system base

As an established TSP, ECARX provides infotainment systems, online membership services, telematics operation and maintenance services, traffic value-added services, etc. to dozens of brands. As of September 30, 2024, ECARX's technical services and products had been available in more than 7.3 million vehicles worldwide.

In the TSP business, Cloudpeak, the cross-domain system capability base released by ECARX in 2024, can form a complete product with different computing platforms, and can support the development of the state-of-the-art infotainment systems and ADAS functions.

In 2024, ECARX Cloudpeak was installed on EX30, Volvo's SUV BEV with global mass production and delivery. ECARX Cloudpeak injects rich intelligent functions into the intelligent cockpit of EX30:

Google Automotive Services (GAS): GAS makes it easy for users to experience Google Maps, Google Assistant, and massive applications in the Google Play App Store.

Phone-IVI integration: as a supplement to the application ecosystem, ECARX Cloudpeak provides EX30 with phone-IVI integration experiences such as Android Auto and Apple CarPlay.

ADAS prompt: ECARX Cloudpeak can interconnect and communicate with all ADAS functions of EX30. It can process the information perceived by radar, cameras and other sensors related to intelligent driving assistance and present it on the cluster screen in front of the driver, thereby maximizing the driver's front view, relieving the anxiety and reducing safety hazards caused by the deviation of the field of vision.

It supports 5G connectivity and OTA updates to ensure that applications and operating systems are always up to date.

Going overseas: ECARX Cloudpeak supports EX30 to be launched in more countries and regions around the world. Volvo Cars plans to increase the capacity of this model at its Ghent Plant in Belgium from 2025.

In addition, ECARX has teamed up with Xingji Meizu to integrate the "mobile phone domain" and the "vehicle domain" through IVI-phone integration. The intelligent cockpit system based on the ECARX cockpit series computing platform + Meizu FlymeAuto solution can achieve seamless connection, cross-domain cooperation, ecosystem sharing, and data interoperability between mobile phones and vehicles.

ECARX + Xingji Meizu mainly realize the integration of three major capabilities:

Data integration (data integration, account integration, ecosystem integration): Integrate the data sandbox between the mobile phone and IVI from the software level. The most basic storage data, account integration, and integration of millions of mobile phone applications create a new IVI application ecosystem for users.

Team integration (Meizu, ECARX, Lynk & Co): Integrate Meizu's mobile phone industry, ECARX's computing platform and the personalized needs of OEMs to connect cross-industry production processes - in the initial stage of vehicle R&D, locations have been reserved for mobile phones, chips and corresponding functions.

Computing power integration (distributed application ecosystem, IVI-phone integration framework, protocol fusion, heterogeneous networking): reconstruct the underlying communication protocols of IVI and mobile phone, and integrate distributed application ecosystems, phone-IVI integration framework, protocol fusion and heterogeneous networking capabilities to allow the hardware capabilities of mobile phones and vehicles to share with and call each other, so as to meet more usage scenarios. The rapidly iterative mobile phone computing power can also be perfectly integrated with the IVI computing power, making the user experience more "unbounded".

2. All-scenario integration of service capabilities

At the "TIME DAY" in April 2024, Tencent upgraded its TSP and intelligent cockpit solution to TAI 5.0, and introduced a cockpit foundation model to improve intelligent interaction and active service experiences in an all-round way. It comprehensively upgraded the entertainment ecosystem, mobility services, and phone-IVI integration, ultimately achieving all-scenario integration of service capabilities.

3. Cockpit-driving integration of maps

In 2024, Baidu, Tencent, and NavInfo all released their latest IVI maps. In addition to 3D maps and lane-level navigation, ADAS maps are also a highlight. Map services and driving assistance are thus integrated.

Baidu Maps V20

In April 2024, Baidu Maps V20 was released. It can support multiple systems such as iOS, Android, Linux, QNX and HarmonyOS. Baidu Maps V20 not only supports 3D lane-level navigation on IVI, but also enables phone-IVI synchronization, personalized voice packages, real lane-level navigation, real-time traffic lights, and real-time maps among others, regardless of system interconnection.

Phone-IVI integration: the mobile phone and the IVI share the same version, and the mobile phone map and the IVI map are updated synchronously on a perpetual basis;

Real lane-level navigation: it is available nationwide. Lane-level map data of 3.6 million kilometers of roads and 360 cities across China have been produced and launched, covering 95% of user navigation mileage;

Map agents: foundation models land on vehicles, and IVI maps can offer free questions and answers in natural language, and access a billion-POI content service ecosystem at any time;

Phone-IVI interconnection: Baidu Maps V20 breaks the system boundaries and enables connection without needing to buy a mobile phone with the car or change the mobile phone when buying a car. It allows for "use of a Huawei mobile phone to get into a Xiaomi car", and also "use of an Apple mobile phone to get into an AITO car".

Tencent Maps 8.0

In September 2024, Tencent Maps was upgraded to Version 8.0, offering upgrades around scenarios such as parking, energy replenishment, and location-based services.

Updates

Parking lot and parking area recommendation

Parking lot indoor map display and floor switching

Navigation in the parking lot

Lane-level navigation extends to all urban, highway and expressway scenarios

Accompanying route and GLOSA * Human-IVI co-driving guidance

Account system

Phone-IVI integration

WeChat location shared to IVI

More realistic 3D renderings

New energy charging radar layer

Fully automatic calculation of the continuous path

NavInfo's latest map

With the development of vehicle intelligence, NavInfo's map services have extended from traditional navigation maps to multiple segments, including:

SD maps: used for basic navigation

ADAS maps: serving ADAS

HD maps: providing HD map services

AVP maps: supporting automated valet parking (AVP)

NavInfo made progress in the map business in 2024:

Map business: It continued to promote lightweight HD map solutions, and has entered up to 100 cities. It launched or completed POC with multiple autonomous driving solution providers and OEMs.

Navigation products: It continued to optimize and improve the navigation experience, enhance capabilities in all scenarios, and provide accurate and reliable navigation services.

Human-machine co-driving: It formed a differentiated configuration of cockpit chips, flexibly met the needs of high-, mid- and low-end markets, and supported all-scenario capabilities with heavy maps, light maps, or no maps.

Intelligent map engine: With continuous efforts on technological innovation, it achieved continuous innovation and improvement of capabilities which can be compatible with different map strategies, including heavy maps, light maps and SD maps, and support intelligent driving on highways, urban expressways and urban roads and in parking lots.

Lane-level navigation products: Expanding from highways and urban expressways to urban areas, it attained a wider coverage.

In addition, NavInfo's service capabilities based on maps are advancing from cockpits to intelligent driving. In 2024, two of its four key projects are centered on autonomous driving.