自動車テレマティクスサービスプロバイダー (TSP) およびアプリケーションサービス市場：2023-2024年

2023年1月から9月にかけて、中国の乗用車におけるテレマティクスの普及率は77.6%に達し、前年同期から12.8ポイント上昇しました。テレマティクスの普及が進むにつれ、インテリジェントなコネクテッドサービスの市場基盤が整い、消費者の接続ニーズや利用習慣が形作られています。今後は、テレマティクスのビッグデータを利用して、いかに多様化、個別化、インテリジェント化したアプリケーションサービスを提供するかが、ブランドの差別化を図る大手OEMの焦点となる見通しです。

現在、中国のインテリジェントコネクテッドカーアプリケーションサービスは、主に車載インフォメーションサービス、アフターセールス情報サービス、車外近距離サービス、車外遠隔サービスの4つのシナリオで構成されています。

車載インフォメーションサービスは主にインテリジェントコックピットアプリケーションに基づいています。インフォテインメント、測位、ナビゲーション、車内モニタリング、救助要請などの従来型サービスに加え、パーソナライゼーション、APPストア、車載ゲームプラットフォーム、インテリジェントレコメンデーション、シーンエンジンなどがアプリケーションサービスのホットスポットとなっており、車内のビッグデータアプリケーションが増加しています。

アフターセールスインフォメーショサービスでは、自動車の使用とメンテナンスに関するユーザーのニーズを中心に、遠隔診断、ワンボタン救助、OTA更新、メンテナンスの案内と予約、中古車や新エネルギー車のエネルギーサービスなどを提供しています。

車外近距離通信サービスは主にNFCによって実現されるもので、Bluetooth /UWBなどのデジタルキー、スマートウォッチ、車外インタラクションなどがあります。

車外遠隔サービスは主に携帯電話のAPPを利用し、車両の遠隔操作や、車両状態の確認、車両状態の検出などを行います。

当レポートでは、自動車テレマティクスサービスプロバイダー (TSP) およびアプリケーションサービスの市場を調査し、市場の背景、発展の経緯、主要サービスの動向、競合情勢・比較分析、主要サービスプロバイダーのプロファイル、特徴、提供サービスなどをまとめています。

目次

第1章 自動車TSPおよびアプリケーションサービス市場：概要

• インテリジェント自動車コネクティビティアプリケーションサービスの概要
• 車載インフォメーションサービス
• アフターセールインフォメーションサービス
• 車外近距離サービス
• 車外遠隔サービス

第2章 自動車TSPおよびアプリケーションサービス市場：競合情勢

• 産業チェーン
• 競合情勢
• OEM主導のサービスプラットフォーム間の比較
• ICTを活用したサービスプラットフォームの比較
• サードパーティのサービスプラットフォーム間の比較
• テレマティクスプラットフォームとアプリケーションサービスにおけるOEM間の比較
• 開発動向

第3章 OEMのアプリケーションサービス

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

第4章 OEM主導のTSPおよびアプリケーションサービスプラットフォーム

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

第4章 インターネットベースのTSPおよびアプリケーションサービスプラットフォーム

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

第6章 ICTベースのTSPおよびアプリケーションサービスプラットフォーム

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

第7章 サードパーティサプライヤーのTSPおよびアプリケーションサービスプラットフォーム

• 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

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