시장보고서
상품코드
1396045

세계의 자동차 텔레매틱스 서비스 제공업체(TSP) 및 애플리케이션 서비스 시장(2023-2024년)

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

발행일: | 리서치사: ResearchInChina | 페이지 정보: 영문 450 Pages | 배송안내 : 1-2일 (영업일 기준)


※ 본 상품은 영문 자료로 한글과 영문 목차에 불일치하는 내용이 있을 경우 영문을 우선합니다. 정확한 검토를 위해 영문 목차를 참고해주시기 바랍니다.

2023년 1월부터 9월까지 중국 승용차의 텔레매틱스 보급률은 77.6%에 달하고, 전년 동기부터 12.8포인트 상승했습니다. 텔레매틱스의 보급이 진행됨에 따라 지능형 커넥티드 서비스 시장 기반이 갖추어져 소비자의 접속 요구와 이용 습관이 형성되고 있습니다. 향후 텔레매틱스의 빅데이터를 이용하여 어떻게 다양화, 개별화, 지능화된 애플리케이션 서비스를 제공할지가 브랜드 차별화를 도모하는 선도적인 OEM의 초점이 될 전망입니다.

현재 중국의 지능형 커넥티드 자동차 애플리케이션 서비스는 주로 차량 탑재 정보 서비스, 애프터세일즈 정보 서비스, 차량 근거리 서비스, 차량 외부 원격 서비스의 4가지 시나리오로 구성됩니다.

자동차 정보 서비스는 주로 지능형 조종석 애플리케이션을 기반으로합니다. 인포테인먼트, 측위, 내비게이션, 차내 모니터링, 구조 요청 등 기존 서비스 외에도 개인화, APP 스토어, 자동차 게임 플랫폼, 인텔리전트 추천, 장면 엔진 등이 애플리케이션 서비스의 핫스팟이 되어 차내 빅 데이터 애플리케이션이 증가하고 있습니다.

애프터 판매 정보 서비스는 자동차 사용 및 유지 보수에 대한 사용자의 수요를 중심으로 원격 진단, 원 버튼 구조, OTA 업데이트, 유지 보수 안내 및 예약, 중고차 및 신 에너지 자동차 에너지 서비스 등을 제공합니다.

차외 근거리 통신 서비스는 주로 NFC에 의해 실현되는 것으로, Bluetooth/UWB등 디지털 키, 스마트 워치, 차외 인터랙션등이 있습니다.

차외 원격 서비스는 주로 휴대폰의 APP를 이용하여 차량의 원격 조작이나 차량 상태의 확인, 차량 상태의 검출 등을 실시합니다.

자동차 텔레매틱스 서비스 제공업체(TSP) 및 애플리케이션 서비스(Automotive Telematics Service Providers (TSP) and Application Services) 시장을 조사했으며, 시장 배경, 발전 경위, 주요 서비스 동향, 경쟁 구도·비교 분석, 주요 서비스 공급자 프로파일, 특징, 제공 서비스 등을 정리했습니다.

목차

제1장 자동차 TSP 및 애플리케이션 서비스 시장 : 개요

  • 지능형 자동차 커넥티비티 애플리케이션 서비스 개요
  • 차재 인포메이션 서비스
  • 애프터 세일 정보 서비스
  • 차외 근거리 서비스
  • 차외 원격 서비스

제2장 자동차 TSP 및 애플리케이션 서비스 시장 : 경쟁 구도

  • 산업 체인
  • 경쟁 구도
  • OEM 주도의 서비스 플랫폼간의 비교
  • ICT를 활용한 서비스 플랫폼 비교
  • 타사 서비스 플랫폼 간의 비교
  • 텔레매틱스 플랫폼과 애플리케이션 서비스에서 OEM 간의 비교
  • 개발 동향

제3장 OEM 애플리케이션 서비스

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

제4장 OEM 주도 TSP 및 애플리케이션 서비스 플랫폼

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

제4장 인터넷 기반 TSP 및 애플리케이션 서비스 플랫폼

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

제6장 ICT 기반 TSP 및 애플리케이션 서비스 플랫폼

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

제7장 타사 공급업체의 TSP 및 애플리케이션 서비스 플랫폼

  • 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
LYJ 24.01.02

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
비교리스트
0 건의 상품을 선택 중
상품 비교하기
전체삭제