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中国の乗用車向けテレマティクス産業の分析 (2017〜2021年)

China Passenger Car Telematics Industry Report, 2017-2021

発行 ResearchInChina 商品コード 316873
出版日 ページ情報 英文 200 Pages
納期: 即日から翌営業日
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本日の銀行送金レート: 1USD=108.01円で換算しております。
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中国の乗用車向けテレマティクス産業の分析 (2017〜2021年) China Passenger Car Telematics Industry Report, 2017-2021
出版日: 2018年01月08日 ページ情報: 英文 200 Pages
概要

2017年1〜10月に、中国では合計409万9300台のテレマティクスつき乗用車が発売されました。また、テレマティクスつき乗用車の普及率は21.02%に達しています。インテリジェントドライブや自動運転車が実現に近づくにつれ、テレマティクス市場は更なる拡大の動きを見せており、2021年の市場規模は700人民元、普及率は39%と推計されています。

当レポートでは、中国の乗用車向けテレマティクス産業について調査分析し、テレマティクスの概要、市場の概要、主要企業など、体系的な情報を提供しています。

第1章 テレマティクスの概要

  • テレマティクスの開発に向けた国家政策
  • 中国国内のテレマティクス産業の障害と刺激要因
  • 中国国内のテレマティクスの発展傾向
  • 車載端末に関する、三通りの主な傾向
  • 中国のテレマティクス産業の規模
  • 中国国内のテレマティクス普及率
  • 中国国内のテレマティクス関連産業と参入企業
  • テレマティクス産業の連関構造
    • 自動車メーカー
    • 自動車用半導体
    • 車載エレクトロニクス
    • ソフトウェア・アプリケーション・サービス
  • テレマティクス・システムのアーキテクチャ
  • テレマティクス市場のバリューチェーン
  • テレマティクス市場の主な参入企業
  • テレマティクスの主要ソリューション
  • OEMテレマティクスの主要ソリューション

第2章 中国のテレマティクス市場の発展

  • 乗用車向けテレマティクス:インストール台数/普及率 (累積)
  • 乗用車向けテレマティクス:インストール台数/搭載台数
  • 乗用車向けテレマティクス:インストール率/普及率 (最新値)
  • テレマティクス付き自動車の価格構造 (全車種、最新値)
  • テレマティクス付き自動車の比率 (全車種、最新値)
  • テレマティクス付き自動車モデルの比率 (全車種、最新値)
  • 中国国内のテレマティクス・システムのインストール率 (今後6年間分)
  • 中国国内の新車用テレマティクスのインストール率
  • 新車用テレマティクス・システム上位15種類
  • テレマティクス・システム上位15種
  • 中国の自動車市場でのテレマティクス・ブランドの対応状況
  • 主要なテレマティクス・ブランド
    • 比較分析:安全・保護機能
    • 比較分析:ナビゲーション機能
    • 比較分析:相互接続・エンタテインメント機能
    • 比較分析:充電パッケージ

第3章 合弁系新車メーカー (OEM) 向けテレマティクス市場の分析

  • SAIC-GM
    • 製品・サービス情報、近年の主な動きなど
  • トヨタ自動車
  • 本田技研工業
  • Volvo
  • Chang'an Ford
  • Dongfeng Nissan
  • Dongfeng YuedaKia
  • Dongfeng Citroen
  • Dongfeng Peugeot
  • Beijing Benz
  • Beijing Hyundai
  • BMW Brilliance

第4章 国内系新車メーカー (OEM) のテレマティクスの分析

  • SAIC Motor
    • 製品・サービス情報、近年の主な動きなど
  • Changan Automobile
  • Geely Automobile
  • Chery Automobile
  • Guangzhou Automobile Group Co., Ltd.

第5章 中国のテレマティクス企業

  • NavInfo Co., Ltd.
  • LAUNCH Tech Company Limited
  • PATEO
  • WirelessCar
  • China TSP
  • TimaNetworks
  • Careland
  • Beijing Carsmart Technology Co., Ltd
  • YESWAY
  • AutoNavi
目次
Product Code: ZJF114

From January to October 2017, a total of 4.0993 million passenger cars were preinstalled with telematics in China, with market penetration standing at 21.02%, and the industrial scale will be up to RMB29 billion with a year-on-year surge of 38.1% and market penetration hitting 22% in 2017 around. As intelligent driving and autonomous driving get popular and commercialized, the telematics industry size will be developing faster in the future and is expected to report RMB70 billion in 2021 when the rate of telematics installations on passenger cars will be 39%.

image1

As for price range of passenger cars, the models priced between RMB100,000 and RMB150,000 enjoyed the highest rate of telematics installations or 4.52% during January to October 2017, and the installation rate of telematics on the models priced below RMB250,000 is on the rise in the same period. It can be seen that OEMs are aggressively promoting the prevalence of telematics and low- and medium-end car models see a growing installation rate of telematics, which is naturally welcomed by the consumers.

Telematics is technically heading towards intelligence and networking, and the two technical routes are progressing simultaneously and making for a fusion. In respect of vehicle perception layer, the technological improvements are largely shown from novel automotive electronics and operating system. In the wake of technological advancements, automotive electronics are developing towards functional integration of sensors, high-performance computing chip and new human-computer interaction. The automotive operating system is gearing from single function towards the intelligent tiered, modularized and platform-based development.

China Passenger Car Telematics Industry Report, 2017-2021 highlights the following:

  • Telematics overview (national policy, favorable factors and impediments, Chinese telematics market size, industrial chains, market value chains, players and key solutions, etc.);
  • Telematics market in China (passenger car telematics in 2017 (by price/model/OEM/telematics brand) pre-installations, installation rate and penetration rate, the supporting of key telematics brands in the Chinese automotive market, business analysis of major telematics brands (like security function, navigation function, internet entertainment and comparison of charges);
  • Study on telematics business of Joint-venture OEMs (OnStar/MyLink (SAIC-GM), G-BOOK (Toyota), HondaLink/Honda Connect (Honda), SENSUS/Volvo On Call (Volvo), SYNC (Changan Ford), CARWINGS+/ Nismo Watch (Dongfeng Nissan), UVO (Dongfeng Yueda KIA), Citro?n Connect (Dongfeng Citro?n), Blue-I (Dongfeng Peugeot), Mercedes-Benz CONNECT (Beijing Benz Automotive), BlueLink (Beijing Hyundai) and ConnectedDrive (BMW Brilliance), the car models supported, functions & services, package charges as well as user growth in Chinese market);
  • Study on telematics business of local Chinese OEMs (inkaNet (SAIC Motor), In Call (Changan Automobile), G-Netlink/ G-Link (Geely) and Cloudrive (Chery), the car models supported, functions & services, package charges as well as user growth in Chinese market);
  • Chinese internet firms including NavInfo, LAUNCH Tech, PATEO, WirelessCar, China TSP, TimaNetworks, Careland, Beijing Carsmart Technology, YESWAY and AutoNavi (telematics customers, products, revenue structure, etc.)

Table of Contents

1 Overview of Telematics

  • 1.1 National Policies for Developing Telematics (2016-2017)
  • 1.2 Obstacles and Stimuli to China's Telematics Industry
  • 1.3 Development Trends in the Chinese Telematics
  • 1.4 Three Major Trends of Onboard Terminals
  • 1.5 China's Telematics Industry Size
  • 1.6 China's Telematics Penetration
  • 1.7 China's Telematics Industry Chain and Market Participants
  • 1.8 Structure of Telematics Industry Chain
    • 1.8.1 Telematics Industry Chain-Automobile Manufacturing
    • 1.8.2 Telematics Industry Chain-Automotive Semiconductor
    • 1.8.3 Telematics Industry Chain-Onboard Electronics
    • 1.8.4 Telematics Industry Chain - Software, Applications and Services
  • 1.9 Telematics System Architecture
  • 1.10 Value Chain of Telematics Market
  • 1.11 Major Telematics Market Participants
  • 1.12 Main Solutions for Telematics
  • 1.13 Main Solutions for OEM Telematics

2 Development of China's Telematics Market

  • 2.1 Cumulative Pre-installation and Penetration of Passenger Car Telematics in China, 2017
  • 2.2 Monthly Connected Pre-installation (units) and Penetration of Passenger Car Telematics in China, 2017
  • 2.3 Installation Rate of Telematics Installed in Vehicles for Sale in China, as of Oct. 2017
  • 2.4 Price Structure of All Vehicles for Sale Equipped with Telematics in China, as of Oct. 2017
  • 2.5 Percentage of All Vehicles for Sale Equipped with Telematics by Price in China, as of Oct. 2017
  • 2.6 Percentage of Models for Sale in China Equipped with Telematics by Models, as of Oct. 2017
  • 2.7 Pre-installation of Telematics System in China, 2016-2021E
  • 2.8 Installation Rate of New Vehicles Released in China by Price in the First Ten Months of 2017
  • 2.9 Top 15 Telematics Systems by OEMs, Jan.-Oct.2017
  • 2.10 Top 15 Telematics Systems by Installation, Jan.-Oct.2017
  • 2.11 Supporting of Telematics Brands in the Chinese Automobile Market (as of Oct. 2017)
  • 2.12 Main Telematics Brands
    • 2.12.1 Comparison: Safety Protection Functions
    • 2.12.2 Comparison: Navigation Functions
    • 2.12.3 Comparison: Interconnection and Entertainment Functions
    • 2.12.4 Comparison: Charge Packages

3 Research on Telematics of Joint-ventured OEMs in China

  • 3.1 SAIC-GM
    • 3.1.1 Development History of GM Onstar
    • 3.1.2 Introduction to Onstar Services
    • 3.1.3 Onstar Charge Packages
    • 3.1.4 Technology Roadmap for Onstar
    • 3.1.5 Functions and Parameters of MyLink 2.0
    • 3.1.6 New Onstar Users in Chinses Passenger Car Market, 2016-2017
  • 3.2 Toyota
    • 3.2.1 Comparison of Mobile Phone Connected G-BOOK and DCM Connected G-BOOK
    • 3.2.2 New G-BOOK Users in China, 2016-2017
  • 3.3 Honda
    • 3.3.1 Functions and Services of HondaLink
    • 3.3.2 Honda's New-Generation Telematics Honda CONNECT
    • 3.3.3 New HondaLink/ Honda CONNECT Users in China, 2016-2017
  • 3.4 Volvo
    • 3.4.1 Functions and Services of Sensus Connect
    • 3.4.2 Functions and Services of Volvo On Call
    • 3.4.3 New Sensus Users in China, 2016-2017
  • 3.5 Chang'an Ford
    • 3.5.1 Functions and Services of SYNC
    • 3.5.2 New SYNC Users in China, 2016-2017
  • 3.6 Dongfeng Nissan
    • 3.6.1 Functions and Services of CARWINGS Zhixing+
    • 3.6.2 Functions and Parameters of Nismo Watch
    • 3.6.3 New CARWINGS Zhixing+ Users in China, 2016-2017
  • 3.7 Dongfeng YuedaKia
    • 3.7.1 UVO System Services
    • 3.7.2 UVO Packages
    • 3.7.3 New UVO Users in China, 2016-2017
  • 3.8 Dongfeng Citro?n
    • 3.8.1 Functions and Services of Citro?n Connect
    • 3.8.2 New Citro?n Connect Users in China, 2016-2017
  • 3.9 Dongfeng Peugeot
    • 3.9.1 Functions and Services of Blue-i System
    • 3.9.2 New Blue-i Users in China, 2016-2017
  • 3.10 Beijing Benz
    • 3.10.1 Functions and Services of Mercedes-Benz CONNECT
    • 3.10.2 New Mercedes-Benz CONNECT Users in China, 2016-2017
  • 3.11 Beijing Hyundai
    • 3.11.1 BlueLink Charge Packages
    • 3.11.2 Services of Blue Link System
    • 3.11.3 New Blue Link Users in China, 2016-2017
  • 3.12 BMW Brilliance
    • 3.12.1 Functions and Services of ConnectedDrive
    • 3.12.2 New ConnectedDrive Users in China, 2016-2017

4 Research on OEM Telematics in China

  • 4.1 SAIC Motor
    • 4.1.1 Functions and Services of inkaNet
    • 4.1.2 inkaNet Charge Packages
    • 4.1.3 New inkaNet Users in China, 2016-2017
  • 4.2 Changan Automobile
    • 4.2.1 Functions and Services of In Call
    • 4.2.2 Models Supported by In Call System and Charge Packages
    • 4.2.3 New In Call Users in China, 2016-2017
  • 4.3 Geely Automobile
    • 4.3.1 Development Course of Geely Telematics
    • 4.3.2 Vertical Comparison of Geely Telematics
    • 4.3.3 Models Equipped with Geely Telematics
    • 4.3.4 Growth of G-Netlink/ G-Link Users in China, 2016-2017
  • 4.4 Chery Automobile
    • 4.4.1 Profile of Cloudrive
    • 4.4.2 Cloudrive3.0 Launched
    • 4.4.3 Growth of Cloudrive Users in China, 2016-2017
  • 4.5 Guangzhou Automobile Group Co., Ltd.
    • 4.5.1 Introduction to Smarter Trumpchi
    • 4.5.2 Smarter Trumpchi Pre-installations to Key Models
    • 4.5.3 Installations and Installation Rate of Smarter Trumpchi, 2015-2017H1
    • 4.5.4 Comparison between Different Versions
    • 4.5.5 GAC Partnered with AutoNavi (amap.com) to Launch "Cloud Navigation"

5. Chinese Telematics Companies

  • 5.1 NavInfo Co., Ltd.
    • 5.1.1Operating Results, 2013-2017
    • 5.1.2 Operating Results by Sector, 2015-2016
    • 5.1.3 Research and Analysis -- R & D Investment
    • 5.1.4 Top 5 Customers
    • 5.1.5 Telematics Service Ecosystem
    • 5.1.6 Research and Analysis -- Acquisition Modes of Geographic Information Resources
    • 5.1.7 Subsidiary: Beijing Mapbar Science and Technology Co., Ltd.
    • 5.1.8 Subsidiary: China Satellite Navigation and Communications Co., Ltd.
    • 5.1.9 Product Analysis -- Aerohuanyou Vehicle information Comprehensive Service Platform
    • 5.1.10 Product Analysis -- WeDrive3.0
    • 5.1.11 Strategic Cooperation Framework Agreement with Neusoft
    • 5.1.12 Research on New Layout "Chip+Algorithm+Data+Software"
    • 5.1.13 Dynamics
  • 5.2 LAUNCH Tech Company Limited
    • 5.2.1 Revenue and YoY Growth, 2011-2017
    • 5.2.2 Net Income and YoY Growth, 2011-2017
    • 5.2.3 Revenue Structure (by Product), 2014-2016
    • 5.2.4 R&D Costs and % of Total Revenue, 2009-2016
    • 5.2.5 Latest Developments
    • 5.2.6 "Intelligent Diagnosis" System
  • 5.3 PATEO
    • 5.3.1 Related Companies
    • 5.3.2 Business Positioning
    • 5.3.3 Product Platform System
    • 5.3.4 Core Technologies and Architecture
    • 5.3.5 Product HMI Features
    • 5.3.6 Telematics Business
    • 5.3.7 Application Cases
    • 5.3.8 Latest News
  • 5.4 WirelessCar
    • 5.4.1 Application Case -Volvo On Call
    • 5.4.2 Application Case - Nissan Infiniti InTouch and new Nissan Connect
    • 5.4.3 Application Case - QorosQloud
  • 5.5 China TSP
    • 5.5.1 Development Course
    • 5.5.2 Product Structure
    • 5.5.3 Product Application
    • 5.5.4 Application Cases
  • 5.6 TimaNetworks
    • 5.6.1 Three Functions of CarNet Telematics Solutions in Aftermarket
    • 5.6.2 Comparison with Counterpart Telematics System Products
    • 5.6.3 Product Application Structure
    • 5.6.4 Main Function Modules of Products
  • 5.7 Careland
    • 5.7.1 Revenue and Net Income, 2012-2017
    • 5.7.2 R & D Investment, 2012-2016
    • 5.7.3 Revenue Distribution, 2015 & 2016
    • 5.7.4 M330 Connected Intelligent Rearview Mirror Navigation
  • 5.8 Beijing Carsmart Technology Co., Ltd
    • 5.8.1 Profile
    • 5.8.2 Revenue and YoY Growth, 2010-2017
    • 5.8.3 Autofun and UBI Business
    • 5.8.4 Autofun
  • 5.9 YESWAY
    • 5.9.1 Customers
    • 5.9.2 Revenue and YoY Growth, 2011-2017
    • 5.9.3 Net Income and YoY Growth, 2011-2017
    • 5.9.4 OEM Telematics Services
    • 5.9.5 Aftermarket Telematics Services
    • 5.9.6 Intelligent Driving Services
    • 5.9.7 Revenue Structure (by Business), 2011-2016
    • 5.9.8 Gross Margin and R & D Investment, 2011-2016
    • 5.9.9 Revenue from Top 5 Customers, 2013-2016
    • 5.9.10 Latest News
    • 5.9.11 Y-CONNECT is Intelligent Driving Interconnected System
  • 5.10 AutoNavi
    • 5.10.1 Map Business
    • 5.10.2 Partners
    • 5.10.3 Autonavi (amap.com) and Qianxun SI Cooperate in "HD Map+ High-accuracy Positioning"
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