자동차 텔레매틱스 서비스 제공업체(TSP) 시장(2026년)

TSP Research: Leading providers collectively turn to AI agents to provide all-scenario active services

Telematics Service Providers (TSPs) are the core hub of the telematics industry chain, connecting vehicles, users and services. At the upstream end, they connect with OEMs, automotive equipment suppliers and network operators. At the downstream end, they connect content and application providers. Therefore, they assume full-link responsibilities for data collection, processing, distribution and closed-loop service delivery.

The current TSP industry has gone through the infancy stage centered on call centers, and the growth stage with the entry of Internet companies, and enters into the in-depth development stage driven by intelligent connectivity and AI. In 2025, China's passenger car infotainment system installation rate hit 90.7%, the OEM installation rate of satellite navigation 82.7%, the mobile phone remote control installation rate 90.4%, and the phone-IVI interconnection installation rate 66.1%. Telematics services have evolved from "optional" to "standard".

Foundation models and AI agents are reconstructing the underlying logic of the TSP operating system. In 2026, cockpit foundation models enter a critical stage for mass production. The installation rate of AI foundation models soared from 10.4% in Q1 2025 to 35.3% in Q1 2026. Doubao has been installed in over 7 million vehicles, over 50 brands, and 145 vehicle models; Baidu Duthink, Tencent's five major agents, Banma Zhixing, etc. have all completed agent upgrades.

1. Tencent Auto Intelligence (TAI)

In the field of TSP, TAI focuses on software capabilities and cloud platform layout. The core evolution route is: content ecosystem empowerment -> AI foundation model-based agent cockpits -> people-car-life digital ecosystem.

As of 2026, TAI's TSP solution has been launched in over 60 brands and over 16 million vehicles; in the field of automotive cloud, it has cooperated with over 100 OEMs/mobility technology companies; over 30 OEMs and technology companies have used Tencent's overseas cloud services. TAI's core advantage in the TSP field lies in: its ability to introduce the WeChat ecosystem (1.15 billion monthly active users) and the applet ecosystem (8,000+ partners, 300+ joint solutions) into vehicles, and the AI agent architecture driven by Hunyuan Large Model + DeepSeek.

TAI 6.0 realizes AI upgrades with Tencent Hunyuan Large Model and DeepSeek. It uses five major agents, namely "AI local life agent", "AI all-round companion agent", "AI mobility exploration agent", "AI mobility connection agent" and "AI map navigation agent" to improve AI active services around all mobility scenarios. In April 2026, Tencent released the Open All-Scenario Mobility Agent Platform to promote automotive AI from "dialogue" to "active execution".

2. Baidu CarLife

Baidu CarLife's evolution roadmap in the TSP field is: search + map empowerment -> foundation models + agent reconstruction -> AI mobility platform. As of 2026, Baidu CarLife has cooperated with more than 70 OEMs; CarLife+ has covered over 95% of smartphones, over 1,300 vehicle models, and over 70 brands; Baidu Maps has covered more than 200 countries and regions around the world.

The core advantages of Baidu CarLife include: the DuerOS X driven by ERNIE Large Model, the global coverage capabilities of Baidu Maps, and the mass production and application of the AI navigation agent "Duthink".

On March 27, 2026, Baidu officially launched its next-generation mass-production AI cockpit agent, with key highlights including:

The core architecture is unified by a "central agent" that schedules navigation, entertainment, vehicle control, and chat sub-agents, achieving a closed loop from conversational understanding to complex task execution.

Based on end-to-end voice language foundation models, users do not need to memorize fixed operating skills and can complete navigation and cockpit control through natural dialogue.

Relying on the deep integration of Baidu Maps and ERNIE, the agent can accurately identify dialects and unpopular place names, has emotional perception, scenario adaptation and long-term memory capabilities, and makes speech responds in milliseconds, achieving in-car interaction closer to real-person conversations.

In March 2026, this technology was mass-produced for Buick Electra OS; during the 2026 Beijing International Automotive Exhibition, it was unveiled at the booths of SAIC-GM and Dongfeng Motor.

3. Banma Intelligence

Banma Intelligence's core evolution roadmap in the TSP field: SAIC's exclusive OS -> driven by AI foundation models+OS -> industry-wide open platform. As of 2026, Banma Intelligence has served 69 OEMs and over 10 million vehicles, and covered over 16 international markets. As for the TSP ecosystem, Banma Intelligence has cooperated with more than 400 partners, and the automotive applet service platform has boasted over 4 million registered monthly active users.

Released in September 2025, Yan AI is a high-performance AI software stack with agent-specific features that has been specially developed and built exclusively for automotive scenarios. On January 18, 2026, Banma Intelligence's "Yan AI" passed the ASPICE 4.0 CL2, becoming the first domestic company to obtain this certification in the field of mass-produced AI foundation models.

Yan AI has agent characteristics and can actively make decisions and take actions to achieve specific goals without the need for continuous manual input. "System Agent" is part of the software stack of Yan AI, integrating agents from multiple automotive systems to meet user needs efficiently and safely. Auto Omni is available offline in 90% of scenarios as an on-device foundation model. The multi-agent collaboration solution "AutoClaw" enables a multi-agent collaboration system - complex tasks can be broken down into simple statements (such as simultaneously booking restaurants and adjusting itineraries) and run 24/7 in the background.

To date, Banma Intelligence's Yan AI has achieved mass production/designated cooperation with over 10 brands, including IM, BMW, Hongqi, Roewe, Volkswagen, MG, and Hyundai. In 2026, BMW will upgrade its entire lineup to Yan AI, marking Banma's transition from a dedicated OS for SAIC to an open platform for the entire industry.

Table of Contents

1 Characteristics of Telematics Service Provider (TSP)

• 1.1 Introduction to TSP
• Definition
• Development History
• Main Services
• 1.2 TSP Business Models
• Telematics Value Chain
• TSPs and Business Models (1)
• TSPs and Business Models (2)
• TSPs and Business Models (3)
• 1.3 TSP Pricing Models
• Five TSP Pricing Models
• TSP Pricing Models (1)
• TSP Pricing Models (2)
• OEMs' Pricing Models (1)
• OEMs' Pricing Models (5)

2 Telematics Software Services

• 2.1 Infotainment Services
• Overview
• Infotainment System Installation
• Feature 1
• Feature 2
• Feature 3
• Feature 4
• Feature 5
• OEM Case 1
• OEM Case 5
• Provider Solution 1
• Provider Solution 2
• 2.2 Navigation and Mobility Services
• Overview
• Automotive Navigation System Installation
• Feature 1: AR Live Navigation
• AR Live Navigation Installation
• AR Live Navigation Cases
• Feature 2: Generative AI Technology Fosters Map Navigation Agents
• Map Navigation Agent Cases
• 2.3 Rescue Call Services
• Overview
• Process
• eCall System Becomes a Mandatory Standard
• Comparison between Chinese and European eCall Standards
• eCall Layout of Providers
• 2.4 Phone-IVI Interconnection Services
• Definition
• Application Scenarios
• Market
• Feature 1
• Feature 2
• Trends and Outlook
• 2.5 Remote Vehicle Control Services
• Mobile Phone-Enabled Remote Vehicle Control Market
• Special Functions
• Comparison between OEMs' Remote Vehicle Control Functions (1)
• Comparison between OEMs' Remote Vehicle Control Functions (2)
• Comparison between OEMs' Remote Vehicle Control Functions (3)
• 2.6 Remote Diagnostic Services
• Overview
• System architecture
• China's Automotive Remote Diagnostics Market: Installations and Installation Rate
• China's Automotive Remote Diagnostics Market: Brand Characteristics
• Remote Diagnostics/Cloud Diagnostics Layout of Major Providers
• Summary of Smart Diagnostics Applications of OEMs: Internet-native Automotive Brands
• Summary of Smart Diagnostics Applications of OEMs: Traditional New Brands
• Summary of Smart Diagnostics Applications of OEMs: Traditional Independent Brands
• Summary of Smart Diagnostics Applications of OEMs: Joint Venture Brands
• 2.7 Remote OTA Services
• Overview
• OTA in the Past Year
• Major Providers' Automotive OTA Product Layout 1
• Major Providers' Automotive OTA Product Layout 2
• Major Providers' Automotive OTA Product Layout 3
• Major Providers' Automotive OTA Product Layout 7
• Major Providers' Automotive OTA Product Layout 8

3 Telematics Connectivity Services

• 3.1 Telematics Card Market
• Overview
• eSIM Card Application Scenarios in Telematics
• eSIM Card Industry Chain
• eSIM Services of China Telecom, China Mobile and China Unicom
• eSIM Helps Vehicles Go Overseas
• 3.2 Virtual Operators
• Overview
• Advantages
• Status Quo of Chinese Virtual Network Operators
• Breakthrough Path for Chinese Virtual Network Operators
• 3.3 eSIM and Vehicle Connectivity Service Providers
• eSIM and Vehicle Connectivity Service Provider 1
• eSIM and Vehicle Connectivity Service Provider 2
• eSIM and Vehicle Connectivity Service Provider 7
• eSIM and Vehicle Connectivity Service Provider 8
• 3.4 Trends of eSIM and Vehicle Connectivity Services
• Trends (1)
• Trends (5)

4 TSP Competitive Landscape and Development Trends

• 4.1 Competitive Landscape
• Overview
• Business Layout
• TSP Business Layout (1)
• TSP Business Layout (2)
• TSP Business Layout (3)
• TSP Business Layout (4)
• 4.2 Comparison between Various TSP Platforms
• Comparison between OEM-Led Service Platforms
• Comparison between Internet-Backed Service Platforms
• Comparison between Telecom Operator Service Platforms
• Comparison between ICT-Backed Service Platforms
• 4.3 TSP Data Value
• TSP Data Value and Business Models (1)
• TSP Data Value and Business Models (2)
• TSP Data Value and Business Models (3)
• 4.4 Overseas Strategy for TSP Platforms
• Neusoft's Overseas Strategy
• PATEO CONNECT+'s Overseas Strategy
• Ecarx's Overseas Strategy
• Huawei's Overseas Strategy
• Tencent Cloud's Overseas Strategy
• 4.5 Development Trends of TSP
• Trend 1
• Trend 2
• Trend 3
• Trend 4
• Trend 10
• Trend 11
• Trend 12
• Trend 13

5 Telematics Service Providers (TSPs)

• 5.1 ECARX
• Profile
• Revenue
• Overseas Business
• TSP Business Layout
• Operating System - Meizu's Flyme OS Business
• Basic Capabilities
• Basic Capabilities - Computing Platform
• Basic Capabilities - Cross-Domain Software Platform
• Basic Capabilities - Multi-Domain Computing Platform
• Basic Capabilities - AutoGPT
• Main Customers
• 5.2 TINNOVE
• Profile
• TSP Business Layout
• Operating System - TTi OS 1.0
• Operating System - TTi OS 2.0
• Operating System - TTi OS 3.0
• Operating System - TTi OS 4.0
• 5.3 Hynex
• Profile
• TSP Business Layout
• Operating System - Honda Connect 3.0
• Operating System - Honda Connect 4.0
• Main Customers
• 5.4 Baidu Apollo
• TSP Business Layout
• IVI-Phone Interconnection Business
• Navigation & Mobility Business
• Vehicle-Home Interconnection Solution
• TSP Ecosystem
• Basic Capabilities - Operating System
• Basic Capabilities - End-to-End AI Cockpit Agent
• Basic Capabilities - Ernie Bot
• Basic Capabilities - Smart Cockpit Foundation Models
• Cooperation
• TSP Services Based on Cloud Platform
• Overseas TSP
• 5.5 Tencent Auto Intelligence (TAI)
• TSP Business Layout
• TSP Ecosystem - Tencent Applet & Tencent WeScenario
• TSP Ecosystem - In-vehicle WeChat
• TSP Solutions
• TSP Solution - TAI 6.0
• Infotainment Services
• Navigation and Mobility Services
• IVI Games
• Vehicle-Cloud Business
• TSP Platform
• TSP Compliance Services
• TSP Data Platform
• AI Manual
• Cooperation
• TSP Ecosystem Resources
• Overseas Business
• 5.6 Banma Intelligence
• Profile
• TSP Business Layout
• Strategic Positioning
• Revenue
• Customers
• Basic Capabilities - Operating System
• Basic Capabilities - Auto Omni (Full-Modal Edge Foundation Model)
• Basic Capabilities - AI Solution
• Hardware - AI BOX
• Yan AI's Major Customers
• Remote Diagnostic Services
• Business Model
• 5.7 PATEO CONNECT+
• TSP Service Capabilities
• Operating system
• Navigation and Mobility Services
• Data Services
• Big Data Platform
• Basic Software
• TSP Services Based on Cloud Platform
• Cloud Service Platform Cooperation Cases
• TSP Service Features
• Foundation-model-based TSP
• TSP Ecosystem
• Major Customers
• Cooperation
• Overseas Business
• 5.8 China Mobile
• TSP Service Capabilities
• TSP Service System
• Navigation and Mobility Services
• Infotainment Services
• Value-added Operation Services
• Overseas Business
• 5.9 China Unicom Smart Connection Technology
• Profile
• TSP Product System
• TSP Service Capabilities
• TSP Services
• Data Services
• Intelligent Diagnostic Services
• TSP Cooperation Cases
• Partners
• 5.10 E SURFING IOT
• TSP Service Capabilities
• TSP Architecture
• Cloud Platform
• Operation and Maintenance Services
• Telematics Connectivity Services
• eSIM Services
• Overseas Business
• 5.11 Huawei
• TSP Business Layout
• Basic Capabilities - Smart Cockpit Solution
• Basic Capabilities - HOS
• Basic Capabilities - HarmonySpace 6
• IVI-Phone interconnection - HiCar
• Navigation and Mobility Services
• TSP Ecosystem
• Telematics Connectivity Services
• Remote Vehicle Control Services
• Intelligent Diagnostic Products
• Cloud Services
• Overseas Business Solutions
• 5.12 OPPO
• Telematics Business
• IVI-phone interconnection
• Remote Services
• Basic TSP Software
• Major Customers
• Cooperation
• 5.13 VIVO
• Telematics Business
• IVI-Phone Interconnection - Jovi InCar
• IVI-Phone Interconnection - Functional Evolution
• IVI-Phone Interconnection - Jovi InCar 6.0
• TSP Technology Overview
• Key TSP Technologies
• Ecosystem Resources
• Cooperation
• 5.14 ByteDance
• Telematics Business
• Automotive Industry Solutions
• Automotive Cloud Business
• Automotive AI Solution
• TSP Ecosystem
• Customers
• Overseas Business
• 5.15 NavInfo
• Profile
• TSP Business Layout
• Navigation Map Services
• Basic TSP Software
• Infotainment Services
• AI Agent Super Assistant
• Passenger Car Telematics Services
• OTA Services
• Map Services
• Cooperation
• Overseas Services
• Ecosystem Partners
• 5.16 BICV
• Development History
• TSP Business Layout
• TSP Platform
• Operation and Maintenance Services
• Ecosystem Partners & Customers
• Hardware - AI BOX
• Satellite Communication and Navigation Products
• Cockpit-Driving/Cockpit-Connectivity Integration Solutions
• Partners
• 5.17 Shenzhen Soling Industrial Co., Ltd.
• Business Layout
• Main Products
• Research Directions of Each Business Unit
• Cloud Platform
• Operation and Maintenance Services
• Partners
• Overseas Business
• 5.18 Beijing Yesway Connect Service
• TSP Business Layout
• TSP Product 1
• TSP Product 2
• TSP Product 3
• Cloud Platform
• Operation and Maintenance Services
• Partners and Customers
• 5.19 Ecar Telematics
• Profile
• TSP Business Layout
• Emergency Rescue Services
• Operation and Maintenance Services
• Customers
• Overseas Business 1
• Overseas Business 2
• Overseas Business 3
• Overseas Business 4
• 5.20 MXNAVI
• Business Overview
• Navigation Services
• TSP
• Automotive System
• Internet Mobility
• Partners
• Cooperation Cases
• 5.21 Lenovo Connect
• Business Overview
• TSP Product 1
• TSP Product 2
• Partners
• 5.22 Cihon Technology
• Business Overview
• TSP Service 1
• TSP Service 2
• TSP Service 3
• TSP Service 4
• Features of the Intelligent Diagnostic Platform
• Customers
• 5.23 One IOT World
• Business Overview
• TSP Services
• Partners
• 5.24 YOOCAR
• Main Business
• Connection Management Services
• eSIM Card Business
• Telematics Ecosystem Operation and Management Services
• Major Customers
• Overseas Business
• Overseas Partners