중국의 스마트카 OTA 산업(2024-2025년)

Automotive OTA research: With the arrival of the national mandatory OTA standards, OEMs are accelerating their pace in compliance and full life cycle operations

The rising OTA installations facilitate rapid adoption of new intelligent technologies such as AI foundation models and NOA in vehicles.

From January to September 2024, 11.083 million passenger cars carried OTA function in China, a year-on-year surge of 37.9%; the installation rate hit 71.7%, up about 17.3 percentage points year on year. With an increasing number of intelligent vehicles, the installation rate of OTA in passenger cars in China is expected to reach more than 90% by 2030.

With the increase in OTA installations, OTA updates occur frequently. Compared with 2023, OTA updates for vehicles in 2024 become far more frequent. Some OEMs conduct OTA updates monthly with a wider coverage. Moreover, OTA updates in 2024 involve much more intelligent driving functions.

Most OEMs have regarded intelligence as an important selling point of their cars. Thanks to OTA technology, new intelligent technologies from OEMs can be installed into cars faster. For example, many models launched in 2024 enable new intelligent driving functions such as NOA and AEB via OTA updates, and they will continue to be optimized and improved.

OTA updates speed up and hardware OTA updates further improve user experience.

In addition to the ever-increasing range of hardware covered by OTA updates, the hardware, network and other configurations of new models have been improved, and OTA dual-partition technology has been applied. The OTA technical performance of new models also becomes ever better, which is specifically reflected in multiple aspects such as update speed, optional update time, and failsafe in update.

For example, in terms of OTA update speed, multiple OEMs have clearly required faster OTA updates in new architectures or new models.

Xiaomi SU7, launched on market in 2024, adopts innovative streaming update technology, which can be downloaded and installed at the same time. It can update the whole cockpit system in 3 minutes and the entire car in 30 minutes. OTA dual-zone backup and flashing is not only faster, but also safer and more reliable.

In October 2024, Chery announced that it would join hands with Huawei to build an intelligent base. The base will adopt the new-generation electrical architecture Mars Architecture, feature Gigabit Ethernet and 1000TOPS computing power, and enable vehicle OTA update within 25 minutes and the one-time success rate of 99.9%.

In addition to the improvement and evolution of software technology, faster OTA updates also require hardware with better parameters, such as higher-compute chips, HPC, shorter wire harnesses, higher bandwidth, and faster communication download speed. Therefore, to improve user experience and OTA updates, some OEMs have proposed hardware update plans for old models.

In November 2024, Xpeng officially launched a crowdfunding campaign for chip renewal for old car owners. The original car chip Qualcomm 820A was updated to Qualcomm 8295 which is also used in Xpeng P7+ and Xpeng X9, and the RAM was increased from 8G to 16G. The chip upgrade not only improves boot speed and system fluency, but also offers the latest AI Dimensity system to old models such as Xpeng P7 via OTA update.

• Regulatory policies and standards are increasingly improving, and there is an urgent need for OTA update compliance.

On August 1, 2024, the Ministry of Industry and Information Technology of China issued the Notice on Further Strengthening the Administration of Access, Recall and Online Software Update of Intelligent Connected Vehicles (Draft for Comments), which aims to further reinforce the management of the access, recall and online software update (OTA) of intelligent connected vehicles equipped with combined driving assistance systems.

The draft suggests strengthening the supervision and administration of OTA updates, and standardizing the application modes and technical parameters of OTA updates. For automotive software update systems, it requires that information such as the name and storage location of electronic control systems that involve OTA, and OTA software version compilation rule files should be sorted out and filed; during OTA update, traceability management of software should be supported.

This also means that when the notice is officially implemented, OTA registration supervision will be more perfect and comprehensive, posing new requirements to OEMs and making compliance more important.

On August 23, 2024, the national mandatory standard GB 44496-2024 "General Technical Requirements for Software Update of Vehicles" was officially released. It requires that starting from January 1, 2026, all newly launched models must meet this standard; starting from January 1, 2028, all existing models must also comply with this standard.

In addition to the national standard, multiple regulations and standards such as Software Update Management System (SUMS) required by UN WP.29 R156 and ISO24089 have been also gradually implemented, making OEMs demand OTA technical compliance more urgently. In this regard, automotive OTA suppliers such as ABUP and CAROTA have also stepped up their efforts on OTA update compliance.

Table of Contents

1 Definition and Policies of Automotive OTA

• 1.1 Definition and Technology of OTA
  • Definition of OTA
  • Classification of Automotive OTA
  • Basic Architecture of Automotive OTA
  • Basic Architecture of FOTA
• 1.2 International OTA Standards and Policies
  • OTA Regulatory Policies Are Improved
  • Global Standards and Regulations for Automotive Cybersecurity and Software Updates
  • Software Update Regulations of the UNECE World Forum for Harmonization of Vehicle Regulations (WP.29)
  • UN Regulation 156
  • Requirements of UN Regulation No. 156 for Automakers
  • 2.1.6 RX Software Identification Number (RXSWIN)
  • Timeline for the Implementation of UN Regulation No. 156 in Some Countries
  • ISO Standards for Automotive OTA Updates
  • ISO Standards for Automotive OTA Updates (1)
  • ISO Standards for Automotive OTA Updates (2)
  • EU's Requirements for Automotive OTA
  • U.S.' Requirements for Automotive OTA
  • Japan's Requirements for Automotive OTA
  • OTA Regulatory Strategies
• 1.3 China's Automotive OTA Standards and Policies
  • Summary of China's OTA Regulatory Policies and Standards: Policies and Standards Are Increasingly Improving, and Supervision Is Becoming Stricter
  • Notice on Further Strengthening the Administration of Access, Recall and Online Software Update of Intelligent Connected Vehicles
  • Timetable in Mandatory Standard "General Technical Requirements for Software Update of Vehicles"
  • Interpretation of Mandatory Standard "General Technical Requirements for Software Update of Vehicles"
  • China's OTA Policies: OTA Recall Supervision
  • China's OTA Policies: Access Management of Intelligent Connected Vehicle Manufacturers and Products
  • China's OTA Policies: Notice on the Filing of OTA Updates of Automotive Software
  • "Test requirements of Software Update (OTA) Cybersecurity" Was Verified
  • Guidelines for the Construction of the National Standard System for Internet of Vehicles (Intelligent Connected Vehicles) (2023)
  • Supervision Policy: Sandbox Supervision
  • OTA Recalls of Passenger Cars in China, 2021-2024
  • Summary of OTA Recalls of Passenger Cars in China, 2024
  • Summary of OTA Recalls of Passenger Cars in the U.S., 2024

2 Status Quo and Technology Trends of Automotive OTA Market

• 2.1 Status Quo of Chinese Passenger Car OTA Market
  • OTA Installation in Passenger Cars in China, 2024
  • OTA Installations and Installation Rate in Passenger Cars in China, 2024 (by Manufacturer Type)
  • OTA Installations and Installation Rate in Passenger Cars in China, 2024 (by Model Price)
  • TOP15 Passenger Car Brands in China by OTA Installations, 2024
  • TOP15 Passenger Car Models in China by OTA Installations, 2024
  • China's Automotive OTA Scale Forecast
• 2.2 OTA Update History of OEMs
  • Statistics of OTA Updates by OEMs
  • Statistics of OTA Updates by Major OEMs: by Brand
  • Classification of OTA Update Items by Major OEMs
  • Statistics of OTA Update Items by Major OEMs
  • Classification of OTA Update Items by Major OEMs: by Brand
  • OTA Update Frequency of Major OEMs in 2024
• 2.3 Development and Evolution of OTA Update Technology and Application of OEMs
  • OTA Technology Evolution of OEMs: About 20 OEMs including NIO, Xpeng, Xiaomi, Huawei Harmony lntelligent Mobility Alliance (HIMA), SAIC, etc.
  • Evolution of OEM OTA Technology
  • 3.2.12 OTA Development Planning of OEMs
• 2.4 Development Trends of OEM OTA (1):
• 2.5 Development Trends of OEM OTA (2):
• 2.6 Development Trends of OEM OTA (3):
• 2.7 Development Trends of OEM OTA (4):
• 2.8 Development Trends of OEM OTA (5):

3 Automotive OTA Layout Trends of Suppliers

• 3.1 OTA Model Data of Major Suppliers
  • Model Data of Automotive OTA Suppliers in China, 2023-2024 (1)-(8)
• 3.2 Summary of OTA Product Layout of Major Suppliers
  • Automotive OTA Product Layout of Major Suppliers: More Than 10 Companies Including Harman, ABUP and CAROTA
  • 3.3 OTA Product Layout Trends of Suppliers (1):
  • 3.4 OTA Product Layout Trends of Suppliers (2):
  • 3.5 OTA Product Layout Trends of Suppliers (3):

4 OTA Functions and Layout of Major OEMs

• 4.1 NIO
  • Development and Evolution of OTA
  • Technical Features of OTA
  • Intelligent System Evolution
  • OTA Update History, 2018-2024
  • Details of OTA Updates, 2024
  • OTA Technology and Process
  • OTA Update Process of ONVO
  • OTA Security Mechanism
• 4.2 Xpeng
  • Development and Evolution of OTA
  • Automatic and Extremely Fast Vehicle OTA Technology
  • Automatic Vehicle OTA
  • OTA Update History, 2019-2024: by Model
  • Details of OTA Updates, 2024
  • Intelligent System Evolution: Intelligent Cockpit
  • Intelligent System Evolution: Intelligent Driving
• 4.3 Li Auto
  • Development and Evolution of OTA
  • Latest OTA Technology Features
  • OTA Update Requirements
  • OTA Update History: L Series Models of Li Auto
  • OTA Update History: Li ONE
  • OTA Update Plan
  • Details of OTA Updates, 2024
  • Details of OTA Updates: OTA Version 4.1-4.6
• 4.4 Xiaomi Auto
  • OTA Technology Features: Streaming OTA Update Technology
  • OTA Update Precautions
  • OTA Update Process
  • Details of OTA Updates
  • Latest OTA Version
• 4.5 SAIC
  • Evolution of Passenger Car OTA Technology
  • Latest OTA Technology
  • OTA Solution of Z-One
  • OTA Update History of IM
  • OTA Update History of Rising Auto
  • OTA Update History of Roewe and MG-related brands
  • OTA Update Process of MG
  • OTA Update Process of Rising Auto
  • User Feedback Mechanism
  • OTA Partners
• 4.6 Geely
  • Evolution of OTA Technology
  • ZEEKR's Latest OTA Solution
  • ZEEKR's Update History
  • Update History of ZEEKR's Main Models
  • Update History and Details of ZEEKR 001, 2024
  • Update History and Details of ZEEKR 007, 2024
  • Update History and Update Plan of Lynk & Co
  • Update History of Polestar
  • Update History of Lotus
  • Update History of smart
  • OTA Update History and Details, 2024
  • OTA Update History and Details, 2018-2023
  • OTA Update History of GEOMETRY
  • Fuel Vehicle OTA
  • 2025 Strategy - OTA
• 4.7 GAC
  • Development and Evolution of OTA Technology
  • Latest OTA Technology Features
  • OTA Update Process
  • OTA Update History: Hyper
  • OTA Update History: Aion
  • OTA Update History: Trumpchi
  • Latest Cooperation Dynamics
• 4.8 Changan Automobile
  • Evolution of OTA Technology
  • OTA Technology under SDA
  • Global In-depth OTA
  • Global Rapid OTA.
  • OTA Update Process
  • OTA Update History: Deepal, Nevo, etc.
  • Update History of Avatr
  • Update Guide of Avatr: Mobile Phone & Vehicle
  • OTA Layout Planning
• 4.9 BYD
  • Development and Evolution of OTA
  • OTA of Xuanji Architecture
  • OTA Update History: Brands Such as Yangwang, Denza, Dynasty, Ocean and Formula Leopard
  • OTA Update History of Overseas Models
  • Partners and Development Planning
• 4.10 BAIC
  • Development and Evolution of OTA Technology
  • OTA Update History: ARCFOX, BAIC, etc.
  • Latest Intelligent Layout
• 4.11 FAW
  • Development and Evolution of Hongqi's OTA Technology
  • Hongqi's OTA Technology
  • OTA Update History of Hongqi
  • OTA Partners
• 4.12 Great Wall Motor
  • Evolution of OTA Technology
  • OTA Technology
  • OTA Update History of WEY
  • OTA Update History of HAVAL
  • OTA Update History: WEY, Haval, ORA and Tank, etc.
  • Development Planning and OTA
  • Partners and Development Planning
• 4.13 Dongfeng Motor
  • Development and Evolution of OTA
  • Latest OTA Technology
  • OTA Update Process
  • OTA Update Process
  • Intelligent layout
  • Partners and Development Planning
• 4.14 Chery
  • Development and Evolution of OTA Technology
  • Models with OTA and Technical Features of OTA
  • OTA Update History: EXEED, etc.
  • Details of OTA Updates, 2024
  • Software Business Layout
• 4.15 Huawei Harmony lntelligent Mobility Alliance (HIMA)
  • Evolution of OTA
  • OTA Cloud Services
  • Model Planning
  • OTA Update History of AITO, 2022-2024
  • Details of OTA Updates of AITO, 2024
  • OTA Update Process of AITO
  • OTA Update History of LUXEED
  • Details of OTA Updates of LUXEED, 2024
  • Details of OTA Updates of STELATO, 2024
• 4.16 Tesla
  • Models with OTA and Technical Features of OTA
  • Main Steps of OTA Updates
  • OTA Update History: Number of Updates by Domain
  • OTA Update History and Details in China, 2024
  • OTA Update History and Details: Before 2023
  • Model Planning
  • OTA Charging Mode
• 4.17 GM
  • Automotive OTA Function Layout
  • OTA Architecture Solution of Buick eConnect
  • OTA Update History: Cadillac, Buick and Chevrolet
  • OTA Development Planning
  • Cooperative ecology
• 4.18 BMW
  • Technical Features of OTA
  • Remote Update Process
  • OTA Update History and Details
  • On-demand Subscription Services via OTA
  • Progress in On-demand Subscription Services
  • OTA Update Plan
• 4.19 Mercedes-Benz
  • Evolution of OTA Technology
  • OTA Design of STAR 3 Architecture
  • OTA Update History and Details
  • OTA Update Requirements
  • OTA Subscription
• 4.20 Volvo
  • Models Supported
  • Technical Features of OTA
  • OTA Update Process
  • OTA Update History and Details
  • OTA Update Plan, 2025
  • Key Partners for Software Development
• 4.21 Ford
  • OTA Technology: Ford Power Ups
  • China OTA: Global OTA
  • OTA Update History: China
  • OTA Update History: Overseas
  • Operational Scale of OTA
  • Partners and OTA Development Planning
• 4.22 Toyota
  • Evolution of OTA Technology
  • OTA Update History in China
  • OTA Update Process in China
  • Software Cooperation Dynamics in China
  • OTA Layout
  • Software platform layout
  • OTA Partners
• 4.23 Honda
  • Evolution of OTA Technology
  • Technical Features of OTA
  • OTA Update Process
  • OTA Update History: China
  • OTA Update History: Overseas
  • Latest Intelligent Layout
• 4.24 Hyundai
  • Models with OTA and Technical Features of OTA
  • "Strategy 2030" and OTA Plan
  • Kia's "Strategy 2030" and OTA Plan
  • Partners and Dynamics in Cooperation
• 4.25 Volkswagen
  • OTA in China
  • OTA Update Process
  • OTA Update History of Audi
  • Software Strategy 2030
  • Software Iteration Planning
  • Software Business Team Construction
  • Software Layout Strategy in China

5 Independent OTA Technology Suppliers

• 5.1 Harman
  • OTA Product Evolution
  • OTA Market
  • Intelligent Cockpit Product - Ready Upgrade
  • Architecture of OTA in AWS Cloud
  • Remote Vehicle Updating Service
  • Smart Delta for Maps via OTA Updates
  • Harman Shield
  • OTA Insight
  • Brand-new Predictive and Preventive Maintenance (PPM) Solution
  • Cooperation Modes of OTA:
• 5.2 ABUP
  • Profile
  • Automotive Product Line
  • Automotive OTA Product Line
  • OTA Solution with SOA
  • OTA Solution Composition
  • DOTA Intelligent Cloud Diagnosis
  • Software Full Life Cycle Operation and Management Solution
  • Global Deployment Architecture of Software Management System
  • OTA Charging Mode
  • Customers and Partners
• 5.3 CAROTA
  • Profile
  • OTA Product Evolution
  • One-stop OTA Solution
  • One-stop OTA Solution Composition
  • OTA Software Subscription Service Layout
  • OTA Compliance Management Platform
  • Automotive Foundation Model Remote Intelligent Diagnosis Platform
  • Cooperative ecology
  • Major customer
• 5.4 Excelfore
  • Development History and Strategic Planning
  • Product Business Layout
  • OTA Product Evolution
  • OTA Solution of eSync 2.0
  • eSync Solution Composition
  • Remote Diagnosis Services
  • eSync+eDatX Data Service Platform
  • OTA Business Dynamics
  • Major Customers
  • eSync Alliance
  • eSync Integrates with Autoware and SOAFEE
• 5.5 KPIT
  • Profile
  • Operation
  • OTA solution
  • OTA+Azure
  • OTA Cases
  • OTA Dynamics
• 5.6 Redstone
  • Profile
  • OTA Product Evolution
  • OTA Solution and Latest Features
  • Application Cases and OTA Business Dynamics
  • Major customer
• 5.7 Airbiquity
  • Profile
  • Main Projects
  • OTA Solution: OTAmatic
  • OTA Solution Composition
  • Airbiquity Teams up with BlackBerry to Safeguard OTA Updates
  • Airbiquity Cooperates with Elektrobit to Pre-integrate OTA solutions
  • Cooperation with Renesas in OTA
  • Cooperation with NXP in OTA
  • OTA Business Dynamics

6 Tier1 OTA Technology Suppliers

• 6.1 PATEO CONNECT+
  • Basic Internet of Vehicles Business
  • Qing Cloud
  • Qing OTA RoadMap
  • Qing OTA
  • OTA Dynamics
• 6.2 Desay SV
  • Connectivity Services
  • OTA Solution: Vcare Service Platform
  • OTA Solution: Vehicle OTA Updates
  • Autonomous Driving OTA:
  • OTA Business Dynamics
• 6.3 Thundersoft
  • ThunderFOTA Solution
  • Features of OTA Products
  • Application cases
• 6.4 Joyson Electronics
  • Business
  • OTA solution
  • Layout and Dynamics
• 6.5 Banma Information Technology
  • OTA Dynamics
  • OTA Update History and Dynamics
  • Development History
  • IoV security
• 6.6 Bosch
  • OTA Business Layout
  • Intelligent Transportation Business Division
  • Bosch Has Consolidated the Development for Its Universal Vehicle Software under the Umbrella of ETAS
  • Automotive OTA Business Evolution of Bosch ETAS
  • OTA Next-gen Solution
  • Partners and OTA Business Dynamics
• 6.7 Continental
  • OTA Layout
  • OTA Solution: EB cadian Sync
  • Remote Analysis Solution:
  • OTA Safety Solution
  • OTA Is Integrated with EB Corbos
  • Partners and Dynamics
• 6.8 FORVIA
  • OTA Dynamics
  • CIP Features OTA Updates
  • OTA Dynamics
  • Cybersecurity Dynamics
• 6.9 Aptiv
  • OTA Business Layout History
  • The Next-generation Software Architecture and Tool:
  • Wind River's OTA Solution
  • Integration of EDGE SYNC and Airbiquity OTA
  • SVA Supports OTA Updates
  • OTA Dynamics
• 6.10 ZF
  • OTA Solution and Partners
• 6.11 Denso
  • OTA Solution and Partners
  • Software Layout
  • Vehicle-cloud Integrated Layout
  • Software Dynamics