首页 > 市场调查报告书 > 汽车工业

远距传送

市场调查报告书

商品编码

1628697

汽车 TSP/应用服务（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个工作天内

价格

简介目录

TSP调查：车联网服务将向跨域融合、全场景融合、座舱/驾驶融合方向拓展

TSP（远端资讯处理服务提供者）主要负责收集和提供车辆与各类服务提供者之间的数据，从而为车主提供更多样化的服务。TSP服务包括导航、社交、娱乐、远端维护、安全等。

在跨域融合、座舱驾驶融合的趋势下，TSP也悄悄进步，从车联网服务应用拓展到跨域融合、全场景融合、座舱驾驶融合。

在跨域整合方面，透过模组化的软体平台，实现座舱域、智慧驾驶域等不同域功能的整合。同时，智慧型手机与车机融合应用实现了智慧型手机与车机的算力需求与生态的融合。

全场景融合主要指围绕全出行场景，实现互动、娱乐、社交、导航、停车、充电等各场景的网路连线服务。

舱驾融合主要是指将智慧座舱与智慧驾驶的功能进行打通。例如，Baidu、Tencent、NavInfo新发布的最新地图将行动地图与ADAS地图结合在一起。

1. 系统基础设施跨领域融合

作为一家成熟的交通服务供应商，亿咖通为数十个品牌提供资讯娱乐系统、线上会员服务、车联网维运服务、交通增值服务等。截至2024年9月30日，ECARX的技术服务和产品已安装在全球超过730万辆汽车中。

在TSP业务方面，ECARX将于2024年推出跨领域系统功能平台Cloudpeak，能够在不同的运算平台上形成完整的产品，协助尖端资讯娱乐系统和ADAS功能的开发。

2024年，ECARX Cloudpeak将搭载于Volvo纯电动SUV EX30，并在全球实现量产。ECARX Cloudpeak 将为 EX30 的智慧驾驶舱提供丰富的智慧功能，包括：

Google 汽车服务 (GAS)：GAS 让使用者可以轻鬆存取 Google 地图、Google 助理以及 Google Play 应用程式商店中的大量应用程式。

智慧型手机和 IVI 整合：ECARX Cloudpeak 为 EX30 提供智慧型手机和 IVI 整合体验，包括 Android Auto 和 Apple CarPlay，以补充应用生态系统。

ADAS 提示：ECARX Cloudpeak 可以与 EX30 的所有 ADAS 功能互连并进行通讯。该系统透过处理雷达、摄影机等智慧驾驶辅助相关感测器侦测到的信息，并将其显示在驾驶员前方的仪表萤幕上，最大限度地提高驾驶员的前方视野，缓解驾驶员的焦虑，降低因偏离驾驶方向而造成的安全隐忧。

它支援 5G 连接和 OTA 更新，确保您的应用程式和作业系统始终保持最新。

国际扩张：ECARX Cloudpeak 将协助 EX30 在全球更多国家和地区推出。Volvo Cars计划从2025年起提高其位于比利时根特工厂的该车型的生产能力。

本报告针对中国汽车产业进行调查分析，提供TSP产业链、竞争状况、各项服务趋势等资讯。

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

简介目录

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.