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중국의 합작투자 OEM에 의한 텔레매틱스 제품 시장(2020년)

Joint Venture OEMs´ Telematics Products Report, 2020

리서치사 ResearchInChina
발행일 2020년 12월 상품 코드 980087
페이지 정보 영문 150 Pages
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중국의 합작투자 OEM에 의한 텔레매틱스 제품 시장(2020년) Joint Venture OEMs´ Telematics Products Report, 2020
발행일 : 2020년 12월 페이지 정보 : 영문 150 Pages

본 상품은 영문 자료로 한글과 영문목차에 불일치하는 내용이 있을 경우 영문을 우선합니다. 정확한 검토를 위해 영문목차를 참고해주시기 바랍니다.

자동차 산업에서 "CASE" 영역의 혁신이 진행되는 가운데 중국의 국내 자동차 브랜드와 합작투자에 의한 브랜드의 경쟁이 격화되고 있습니다. 국내 브랜드가 현지 자원에 힘입어 국내 텔레매틱스 시장에서 우위를 나타내고 있지만, 2020년 1-10월에는 JV 브랜드가 49.8%의 점유율을 나타내 국내 기업(점유율 57.7%)과의 격차를 좁히고 있습니다. 또한 2020년 전체 기간에서 JV 브랜드 텔레매틱스 제품의 도입 점유율은 50%를 넘어서고, 2025년에는 약 70%로 상승할 것으로 예측됩니다.

중국의 합작투자 OEM에 의한 텔레매틱스 제품(Telematics Products) 시장을 조사했으며, 제품 도입률 추정, 브랜드·가격대·시스템 등 각종 세분화별 내역, 기능 비교, 주요 JV OEM 개요, 주요 제품의 제품·모델·기능·특징 등을 정리했습니다.

제1장 중국의 JV 브랜드 OEM에 의한 텔레매틱스 제품 : 시장 규모

  • 텔레매틱스 시스템 도입·도입률
  • JV 브랜드 OEM의 텔레매틱스 시스템 도입·도입률
  • JV 브랜드 OEM의 텔레매틱스 시스템 도입·도입률 : 국가별
  • JV 브랜드 OEM의 텔레매틱스 시스템 도입·도입률 : 브랜드별
  • JV 브랜드 OEM의 텔레매틱스 시스템 도입·도입률 : 가격별
  • JV 브랜드 OEM의 텔레매틱스 시스템 도입·도입률 : 시스템별

제2장 중국의 JV 브랜드 OEM에 의한 텔레매틱스 제품 : 기능 비교

  • 텔레매틱스 전략·계획
  • 차량 시스템 기능 비교
    • 디스플레이
    • 안전 기능
    • 엔터테인먼트·음성
    • 전화 미러링
  • 차량 시스템 파트너
  • 향후 전개 : 5G

제3장 중국의 JV 브랜드 OEM에 의한 텔레매틱스 제품

  • SAIC-GM
  • Chang'an Ford
  • FAW/GAC Toyota
  • Honda China
  • Dongfeng Nissan
  • Beijing Benz
  • BMW-Brilliance
  • FAW/SAIC VW
  • Audi China
  • Beijing Hyundai
  • Volvo
    • 텔레매틱스 전개 추이
    • 텔레매틱스 도입률
    • 대표적인 제품·모델·기능·특징
    • 파트너
    • 성장 역학
    • 텔레매틱스 개발 계획·전략 등
KSM 21.01.14

Amid "CASE" (connected, autonomous, shared and electrified) prospering in automotive sector, Chinese and joint venture auto brands are vying for connectivity and intelligence. In China, domestic brands have gained first-mover advantages in the country's telematics market on the strength of local resources. In January 2019, joint venture brands were left behind by Chinese OEMs, with an 11.8 percentage points lower telematics penetration. Since 2019 their deploying telematics has been expedited: they endeavor to develop underlying technologies and seek partners, with roll-outs of more secure, more intelligent in-vehicle infotainment (IVI) systems; they also focus more on user experience and exert themselves to upgrade telematics capabilities by setting up joint ventures, or cooperating with BATH (Baidu, Alibaba, Tencent and Huawei) to answer Chinese customers' needs for services from in-vehicle entertainment to mobility. In the first ten months of 2020, joint venture brands boasted a telematics installation of up to 49.8%, closing the gap with their Chinese peers (57.7%) to 7.9 percentage points.

From January to October 2020, joint venture brands saw their installation of telematics jump by 14.3 percentage points from 35.6% in the prior-year period. Among them, the installation of Toyota, Chevrolet and Skoda all surged by over 30% on a like-on-like basis, because Toyota introduced Toyota Connect system into China in 2019, Chevrolet launched widely available MyLink+ system in the second half of 2018, and Skoda brought into use Skoda Connect system, a local telematics system for SAIC Volkswagen, in 2020.

In comparison, Audi and KIA post a relatively low installation, but they have set about deploying with great efforts. As an example, in December 2020 FAW Volkswagen Audi and Baidu Internet of Vehicles jointly released Audi Q2L T-Box; in October, Hyundai Kia forged a close partnership with Baidu on installation of Xiaodu In-Car OS in all future models planned to be sold in China and imported cars.

In future, joint venture automakers will head in the following directions:

  • 1. It is estimated that their installation of telematics will outstrip 50% in 2020 and leap to around 70% in 2025.
  • 2. They will deliver better use experience to cater to Chinese clientele who has developed a unique habit of using internet, as they partner closely with Chinese companies like BATH (Baidu, Alibaba, Tencent and Huawei) to introduce new features in their IVI systems, including short video, group driving, delivery to car, biometrics, WeChat vehicle version, applets, and Huawei APP.
  • 3. Accelerate iteration and upgrade of telematics system. IVI systems of joint venture brands like Toyota and Honda have yet to offer OTA updates, while Tesla, NIO and Xiaopeng Motors already provide full vehicle FOTA capability. In the second half of 2020, the mass-adoption of OTA updates by joint venture OEMs such as BMW and SAIC GM was enabled.
  • 4. Apply V2X. For example, Buick has made it clear that its next-generation IVI system is to support V2X; Ford will roll out its first production model packing V2X capabilities in China in 2021.

In October 2020, BMW China released its "Customer Centric Digitalization Strategy" where China will go first in research and development, products, and user experience on the vehicle end. BMW announced the latest iDrive 7.0 OTA update for about 750,000 cars worldwide from October 19, 2020 onwards, including roughly 200,000 units in China.

BMW unveils a range of IVI system features for the Chinese market this year, including Ximalaya FM (in April 2020), Ixigua Short Video and a parking lot indoor map (in July 2020), upcoming Tencent Mini Scenario (within 2020), and WeChat vehicle version (in future). On this basis, for Chinese customers, BMW has also designed My BMW APP, an exclusive APP launched in September 2020 and offering more than 60 capabilities under three categories --"Car Selection, Service, and Social Contact".

In future, BMW China will push on with development and launch of digital experience products for China through its Chinese R&D teams (with 1,100-plus talents including more than 400 software staffs) and its digital service outfit -- LingYue Digital Information Technology Co., Ltd. founded in 2019.

In July 2020, Dongfeng Nissan released its "Intelligent Connected Future" Program which highlights the following: 1. to launch 8 car models carrying Nissan Connect in 2020; 2. to equip 80% of its models with telematics systems in 2021; 3. to iterate Nissan Connect for four times during 2020-2024.

Nissan Connect, one of the five core technologies of Nissan Intelligent Mobility, encompasses six functional sectors (e.g., Remote Online, Online Control and Online Resources) offering 59 capabilities, of which 12 are included in the Online Resources sector, such as online payment (WeChat, Alipay and UnionPay Online Payment), account bound with third-party APPs, smart refueling (supporting online payments), and vehicle safety functions (violation query, safe arrival reminder, vehicle health monitoring and maintenance reservation). As of November 2020, Nissan Connect has been available to nine of Nissan's models (2021) including Kicks, Tiida, Sylphy Classic, Sylphy, Qashqai, X-Trail, Murano and Teana.

In April 2019, Ford China announced "Ford China 2.0" strategy which contains "330" Product Plan, Smart Technology Plan, China Partner Plan, China Innovation Plan and China Talent Plan, among which Smart Technology Plan involves: 1. launching the new SYNC+ in-vehicle infotainment system together with Baidu; 2. Equipping most of Ford and Lincoln brand new cars made in China with SYNC+ system from 2019; 3. spawning the first C-V2X-enabled model in China in 2021.

As for telematics, Ford has built SYNC+, its new-generation in-vehicle infotainment system built on Xiaodu In-Car OS for the Chinese market. The IVI system is a fusion of capabilities such as Baidu AI Voice Assistant, Baidu Navigation and Baidu Home To Vehicle, as well as infotainment features like iQiyi, QQ Music and Himalaya FM, and is connected with FordPass APP for "IVI system-smartphone-home" interconnection.

In November 2020, Volvo's new-generation IVI system was first seen in XC40 BEV. The system runs Google Android Automotive OS, and packs Huawei's HMS for Car intelligent in-vehicle cloud service (that offers such application services as Huawei APP Store, Huawei Quick APP, Huawei Assistant Service, My Car, Huawei Music, and Huawei Video), iFLYTEK's voice technology, Tmall Genie Car-Home Interconnection and Tencent Aiquting, among others.

OTA updates will bring features like WeChat vehicle version to Volvo's new-generation IVI system. Furthermore, Volvo will team up with Huawei and China Unicom to create a next-generation 5G intelligent telematics system.

Table of Contents

1. Market Size of JV brand OEMs Telematics

  • 1.1 Installation and Installation Rate of Telematics System in China
  • 1.2 Installation and Installation Rate of Telematics System of JV brand OEMs in China
  • 1.3 Installation and Installation Ra:te of Telematics System of JV brand OEMs in China: by Country
  • 1.4 Installation of Telematics System of JV brand OEMs in China: by Brand
  • 1.5 Installation and Installation Rate of Telematics System of JV brand OEMs in China: by Price
  • 1.6 Installation and Installation Rate of Telematics System of JV brand OEMs in China: by System

2. Function Comparison of Telematics Products of JV brand OEMs in China

  • 2.1 Telematic Strategy and Planning
  • 2.2 Function Comparison of Vehicular System
    • 2.2.1 Display
    • 2.2.2 Safety Function
    • 2.2.3 Entertainment and Voice
    • 2.2.4 Phone Mirroring
  • 2.3 Vehicular System Partners
  • 2.4 Future Layout: 5G

3. Telematics Products of JV brand OEMs in China

  • 3.1 SAIC-GM
    • 3.1.1 2025 Connected Vehicle Strategy
    • 3.1.2 OnStar Vehicle Connection Platform
    • 3.1.3 OnStar APP
    • 3.1.4 Telematics Layout of Three Brands
    • 3.1.5 Telematics Installation Rate of Three Brands
    • 3.1.6 Development Course of Buick eConnect System
    • 3.1.7 Technical Highlights of Buick eConnect 3.0 (Taking GL8 as example)
    • 3.1.8 Models Equipped with eConnect 3.0 System
    • 3.1.9 Development Course of Cadillac CUE Interconnection System
    • 3.1.10 Function Highlight of New Generation of Cadillac CUE System
    • 3.1.11 Models Equipped with New Generation of Cadillac CUE System
    • 3.1.12 Development Course of Chevrolet MyLink System
    • 3.1.13 Core Functions of New Generation of MyLink+ System
    • 3.1.14 Chevrolet MyLink+ System Example
    • 3.1.15 Development Dynamics of Telematics
  • 3.2 Chang'an Ford
    • 3.2.1 Ford China 2.0 Strategy
    • 3.2.2 Ford Telematics Layout
    • 3.2.3 Installation Rate of Ford Telematics
    • 3.2.4 Ford Vehicular System SYNC
    • 3.2.5 Development Course of Ford Telematics System
    • 3.2.6 Ford SYNC+ System: Function Highlight and Installed Models
    • 3.2.7 Ford C-V2X: Development Planning and Technical Layout
    • 3.2.8 FordPass Connect
    • 3.2.9 Cooperation Dynamics in Telematics Field in China
  • 3.3 FAW/GAC Toyota
    • 3.3.1 Toyota Telematics Strategy and Layout
    • 3.3.2 Toyota Telematics Installation Rate
    • 3.3.3 Toyota Vehicle Information Communication Service
    • 3.3.4 Toyota Connect
    • 3.3.5 Toyota Multimedia System: Entune
    • 3.3.6 Feature Highlights of FAW-Toyota Telematics
    • 3.3.7 Applied Models f FAW-Toyota Telematics
    • 3.3.8 Feature Highlights of GAC-Toyota Telematics
    • 3.3.9 Applied Models of GAC-Toyota Telematics
    • 3.3.10 Partners of Toyota Telematics
    • 3.3.11 Dynamics of Toyota Telematics
  • 3.4 Honda China
    • 3.4.1 Development Course of Honda Telematics Worldwide
    • 3.4.2 Research Agencies of Honda Telematics Worldwide
    • 3.4.3 Development Course of Honda Telematics in China
    • 3.4.4 Installation of Honda Telematics
    • 3.4.5 Function Comparison of Different Versions of Honda CONNECT
    • 3.4.6 Core Functions of 2nd Gen. Honda CONNECT
    • 3.4.7 Application Example of 2nd Gen. Honda CONNECT
    • 3.4.8 Future Planning of Honda Telematics
    • 3.4.9 ICV Partners of Honda in China
  • 3.5 Dongfeng Nissan
    • 3.5.1 Connected Strategies
    • 3.5.2 Development Course of Telematics
    • 3.5.3 Installation Rate of Telematics
    • 3.5.4 Nissan Connect and Installed Models
    • 3.5.5 Nissan Connect APP
    • 3.5.6 Telematics Partners
    • 3.5.7 Telematics Dynamics
  • 3.6 Beijing Benz
    • 3.6.1 Development Course of Telematics
    • 3.6.2 Installation Rate of Telematics
    • 3.6.3 Highlights of MY MBUX System
    • 3.6.4 Representative Models
    • 3.6.5 Phone Mirroring Service
    • 3.6.6 Car-to-X Research Progress
    • 3.6.7 Partners
    • 3.6.8 Dynamics in 2019-2020
  • 3.7 BMW-Brilliance
    • 3.7.1 BMW Digitalization Strategy
    • 3.7.2 Development Course of BMW Telematics System
    • 3.7.3 Installation of BMW Telematics
    • 3.7.4 Function of Latest Gen. of iDrive 7.0 System
    • 3.7.5 Intelligent Personal Assistant
    • 3.7.6 BMW In-vehicle Tmall Fairy (Tianmao Jingling)
    • 3.7.7 BMW Voice Features
    • 3.7.8 New Generation of Digital Key
    • 3.7.9 BMW Navigation Features
    • 3.7.10 BMW OTA Update
    • 3.7.11 My BMW App
    • 3.7.12 Models
    • 3.7.13 BMW-Brilliance Telematics Partners
    • 3.7.14 Dynamics of BMW Telematics
  • 3.8 FAW/SAIC VW
    • 3.8.1 Development Course of VW Telematics Worldwide
    • 3.8.2 VW MIB Configuration
    • 3.8.3 VW Car-Net Features
    • 3.8.4 VW We Connect Features
    • 3.8.5 Development Course of VW Telematics in China
    • 3.8.6 Installation of Telematics
    • 3.8.7 Local MIB 3.0 Configuration
    • 3.8.8 Features of FAW-VW CNS 3.0
    • 3.8.9 FAW-VW CNS 3.0 Application
    • 3.8.10 Features of SAIC-VW Intelligent Car Connectivity
    • 3.8.11 Application SAIC-VW Intelligent Car Connectivity
    • 3.8.12 Development Course and Application of VW-Mobvoi
    • 3.8.13 Core products of VW-Mobvoi
    • 3.8.14 VW-Mobvoi Partners
    • 3.8.15 Development Dynamics of VW Telematics
    • 3.8.16 Telematics Development Planning and Strategy
  • 3.9 Audi China
    • 3.9.1 Development Course of Audi Telematics Worldwide
    • 3.9.2 Audi MIB 3.0
    • 3.9.3 Virtual Cockpit Enhanced Version
    • 3.9.4 Installation of Audi Telematics
    • 3.9.5 Features of New Gen. of Audi Connect
    • 3.9.6 Application of New Gen. of Audi Connect
    • 3.9.7 Audi V2X Layout
    • 3.9.8 Development Dynamics of Audi Telematics
    • 3.9.9 Telematics Development Planning
  • 3.10 Beijing Hyundai
    • 3.10.1 HSMART+ Brand Strategy
    • 3.10.2 Development Course of Telematics
    • 3.10.3 Installation Rate of Telematics
    • 3.10.4 Features of Intelligent Connectivity System
    • 3.10.5 Representative Models of Connectivity System 3.0
    • 3.10.6 Development Dynamics of Telematics
  • 3.11 Volvo
    • 3.11.1 Development Course of Telematics
    • 3.11.2 Installation Rate of Telematics
    • 3.11.3 Representative Models of Volvo SENSUS 2.0
    • 3.11.4 Partners of Telematics
    • 3.11.5 Dynamics of Telematics
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