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市場調査レポート

自動車用OTA業界:2019年~2020年

Automotive OTA Research Report, 2019-2020

発行 ResearchInChina 商品コード 942261
出版日 ページ情報 英文 250 Pages
納期: 即日から翌営業日
価格
本日の銀行送金レート: 1USD=108.54円で換算しております。
自動車用OTA業界:2019年~2020年 Automotive OTA Research Report, 2019-2020
出版日: 2020年06月12日 ページ情報: 英文 250 Pages
概要

2019年、中国におけるOTA機能搭載の乗用車は383万8000台で、前年比60.6%の急速な成長を遂げています。

当レポートでは、中国の自動車用OTA (Over The Air) 業界について調査分析し、概要、主要プロバイダー、サプライヤー、自動車メーカー、開発動向などについて、体系的な情報を提供しています。

目次

第1章 自動車用OTA業界の概要

  • OTAと技術の概念
    • OTAの定義
    • SOTAとFOTAの違い
    • 自動車用OTAの基本アーキテクチャー
    • OTAモードにおける自動車用ソフトウェア開発プロセス
    • 自動車用OTAのアップグレードプロセス
    • 自動車用OTAの送信モード
    • 自動車用OTAの主要技術
  • OTAの役割と課題
    • 自動車用OTAの主要利点
    • リモート状態の監視・診断・メンテナンス
    • OTAが車両開発プロセスを最適化
    • リモート診断と予知診断
    • 自動車用OTAの使用における主要問題
  • OTA産業チェーン
    • 自動車用OTA産業チェーン構造
    • 自動車用OTAの主要ビジネスモード
    • 主要企業のOTAレイアウト:独立系サプライヤー
    • 主要企業のOTAレイアウト:ティア1サプライヤー
    • 主要企業のOTAレイアウト:ティア1サプライヤーのOTA顧客
    • OTA搭載の車両モデル

第2章 独立系OTA技術プロバイダーとソリューション

  • Harman
  • Excelfore
  • Airbiquity
  • Windriver
  • ABUP
  • Redstone
  • CAROTA

第3章 ティア1サプライヤーのOTAビジネス

  • Bosch
  • Continental
  • Aptiv
  • ZF
  • Denso
  • Faurecia
  • Banma
  • Neusoft
  • Desay SV
  • Pateo
  • Joyson Electronics
  • ThunderSoft

第4章 主要な外国の自動車メーカーのOTA機能とレイアウト

  • Tesla
  • General Motors
  • Ford
  • Toyota
  • Honda
  • Hyundai
  • Volkswagen
  • BMW
  • Daimler
  • Volvo
  • OTA Deployment of Major Foreign Automakers

第5章 主要な中国の自動車メーカーのOTA機能とレイアウト

  • SAIC
  • Geely
  • GAC
  • Changan Automobile
  • BYD
  • BAIC BJEV
  • NextEV
  • XPeng
  • WM Motor
  • Leading Ideal
  • FAW
  • Great Wall Motor
  • Dongfeng Motor
  • Chery
  • OTA Deployment of Major Automakers in China

第6章 自動車用OTAの開発動向

  • OTAとその他の新しい自動車技術
    • OTAとE/Eアーキテクチャー
    • OTAと自動車用チップ
    • OTAと自動車用イーサネット
    • OTAとゲートウェイ
    • FOTAのその他の要件
  • OTAアプリケーションのケース
  • OTA規格と市場
    • OTA規制政策は改善すべき
    • 主要国のOTA仕様のタイムライン
    • 中国の自動車用OTA市場の規模
    • 世界の自動車用OTA市場の規模
目次

Automotive OTA Research: 3.838 Million Passenger Cars Packed OTA Capability in China in 2019, Soaring by 60.6% Year on Year.

Against all odds, controversial Tesla and NIO were eventually out of the woods. What they live on is FOTA (Firmware-over-the-air). Upgrading software and hardware provides new experience for car owners, making them more satisfied and very loyal.

Even nowadays, few vehicle models enable FOTA, really a hard nut to crack.

Considering safety and FOTA challenges, traditional automakers mostly choose to tap into vehicle system SOTA (Software-over-the-air) and act prudently in FOTA promotion. Through the lens of a typical FOTA flow, realizing FOTA needs E/E architecture disruption, and the support of new technologies like automotive Ethernet, cyber security, intelligent gateway, great computing power, and large memory.

Conventional OEMs have made slow progress in FOTA development over the past several years. Yet they took a big step forward in 2019. It can be seen from the table below that there is a gap between main OEMs and Tesla. Success of Tesla Model 3 weighs so heavily on traditional automakers that they are highly endangered except sweating for rapid transformation.

VW is the most aggressive among OEMs, while its counterparts are also working hard. The race to roll out intelligent gateway chip in early 2020 is a reflection of OEM's eager hoping to enable FOTA as early as possible just as Tesla has done.

Installation of SOTA easier to realize is soaring in both volume and rate. In 2019, 3.838 million passenger cars, or 19% of the total, were provided with SOTA, jumping by 60.6% compared with 2.39 million units, or 11.8% of the total in 2018, according to ResearchInChina.

Among typical OEMs, GM leads in OTA capability. Its new-generation electronic architecture enables FOTA updates on its ICE models, which means OTA is available to recalibrate or upgrade engine and transmission control modules, vehicle communication system, entertainment system, driving control and body control ECU at a later stage.

In 2020, Buick's latest interconnection system, eConnect3.0 enables OTA updates of 9 major models such as OnStar module, IVI system, intelligent driving control module, body control module, and iBooster brake booster.

In 2020, the latest Cadillac CT5 model will pack GM's new electronic architecture. CT5 allows OTA updates of more than 30 vehicle control modules including software modules (e.g., IVI and smart connectivity) and firmware electronic modules (e.g., powertrain, chassis and electrical control).

GM plans to apply its next-generation E/E architecture to most of its car lineups before 2023.

Chinese companies that excel in application layer innovation already make plenty of OTA micro-innovations. Examples include SAIC providing personalized OTA -- DOTA, and BYD and XPENG Motors both offering high temperature disinfection capability enabled by OTA updates.

In April 2020, BYD announced its new models like Tang added with "high temperature disinfection capability" enabled by OTA updates. This capability is not simple upgrade and introduction but involves a complete set of OTA-based working logic of multiple ECUs (e.g., multimedia, air-conditioner controller and PTC heater) in a safe way.

Table of Contents

1. Overview of Automotive OTA Industry

  • 1.1 Concept of OTA and Technologies
    • 1.1.1 Definition of OTA
    • 1.1.2 Difference between SOTA and FOTA
    • 1.1.3 Basic Architecture of Automotive OTA
    • 1.1.4 Automotive Software Development Process in OTA Mode
    • 1.1.5 Upgrade Process of Automotive OTA
    • 1.1.6 Transmission Mode of Automotive OTA
    • 1.1.7 Key Technologies on Automotive OTA
  • 1.2 Role of OTA and Challenges
    • 1.2.1 Main Benefits of Automotive OTA
    • 1.2.2 Remote Status Monitoring, Diagnosis and Maintenance
    • 1.2.3 OTA Optimizes the Vehicle Development Process
    • 1.2.4 Remote Diagnosis and Predictive Diagnosis
    • 1.2.5 Major Difficulties in Automotive OTA Use
  • 1.3 OTA Industry Chain
    • 1.3.1 Automotive OTA Industry Chain Structure
    • 1.3.2 Main Business Modes of Automotive OTA
    • 1.3.3 OTA Layout of Major Enterprises: Independent Suppliers
    • 1.3.4 OTA Layout of Major Enterprises: Tier1 Suppliers
    • 1.3.5 OTA Layout of Major Enterprises: OTA Customers of Tier1 Suppliers
    • 1.3.6 Vehicle Models with OTA

2. Independent OTA Technology Providers and Solutions

  • 2.1 Harman
    • 2.1.1 Profile
    • 2.1.2 OTA and Ignite Cloud Platform
    • 2.1.3 OTA Development Course
    • 2.1.4 Remote Vehicle Updating Service
    • 2.1.5 OTA Solution and Latest Features
    • 2.1.6 OTA Business Dynamic
    • 2.1.7 Application Case (1)
    • 2.1.8 Application Case (2)
  • 2.2 Excelfore
    • 2.2.1 Profile
    • 2.2.2 OTA Solution and Features
    • 2.2.3 Application Case and OTA Business Dynamic
    • 2.2.4 eSync Alliance
    • 2.2.5 Major Customers
  • 2.3 Airbiquity
    • 2.3.1 Profile
    • 2.3.2 OTA Solution
    • 2.3.3 Application Case (1)
    • 2.3.3 Application Case (2)
    • 2.3.4 OTA Business Dynamic
  • 2.4 Windriver
    • 2.4.1 Profile
    • 2.4.2 OTA Solution
    • 2.4.3 OTA Business Dynamic
    • 2.4.4 Application Case
  • 2.5 ABUP
    • 2.5.1 Profile
    • 2.5.2 Development Course
    • 2.5.3 Main Products
    • 2.5.4 Customers and Partners
  • 2.6 Redstone
    • 2.6.1 Profile
    • 2.6.2 OTA Solution and Latest Features
    • 2.6.3 Application Case and OTA Business Dynamic
    • 2.6.4 Major Customers
  • 2.7 CAROTA
    • 2.7.1 Profile
    • 2.7.2 OTA Solution
    • 2.7.3 Automotive Remote Intelligent Diagnosis Platform
    • 2.7.4 OTA Solution
    • 2.7.5 Application Case and OTA Business Dynamic
    • 2.7.6 Partners and Strategic Layout

3. OTA Business of Tier 1 Suppliers

  • 3.1 Bosch
    • 3.1.1 OTA Business Layout
    • 3.1.2 OTA Solution
    • 3.1.3 OTA Solution Charge Standard
    • 3.1.4 FOTA Solution
    • 3.1.5 OTA Software Upgrade Management Program
    • 3.1.6 Telematics Service Architecture
    • 3.1.7 OTA Security Solution
    • 3.1.8 OTA Technology Roadmap
    • 3.1.9 Applied Scenario
    • 3.1.10 Partners and OTA Business Dynamic
  • 3.2 Continental
    • 3.2.1 OTA Layout
    • 3.2.2 OTA Solution
    • 3.2.3 Remote Analysis Solution
    • 3.2.4 OTA Security Solution
    • 3.2.5 OTA and EB Corbos Product Integration
    • 3.2.6 Application Case
    • 3.2.7 Partners and Business Dynamic
  • 3.3 Aptiv
    • 3.3.1 OTA Business Layout
    • 3.3.2 OTA Solution and Customers
    • 3.3.3 OTA Business Layout
    • 3.3.4 Application Case and OTA Business Dynamic
  • 3.4 ZF
    • 3.4.1 OTA Solution and Partners
  • 3.5 Denso
    • 3.5.1 OTA Solution and Partners
    • 3.5.2 Cybersecurity Layout
  • 3.6 Faurecia
    • 3.6.1 OTA Dynamic
    • 3.6.2 Cybersecurity Dynamic
  • 3.7 Banma
  • 3.8 Neusoft
    • 3.8.1 OTA Solution
    • 3.8.2 OTA Security Solution
  • 3.9 Desay SV
    • 3.9.1 Profile
    • 3.9.2 OTA Solution
    • 3.9.3 Application Case and OTA Business Dynamic
  • 3.10 Pateo
  • 3.11 Joyson Electronics
    • 3.11.1 Business Introduction
    • 3.11.2 OTA Solution
    • 3.11.3 Layout and Dynamic
  • 3.12 ThunderSoft
    • 3.12.1 OTA Solution
    • 3.12.2 Features of OTA
    • 3.12.3 Application Case and OTA Business Dynamic

4. OTA Features and Layout of Major Foreign Automakers

  • 4.1 Tesla
    • 4.1.1 Vehicle Models Supported and Technical Features of OTA
    • 4.1.2 Main Steps of OTA Upgrade
    • 4.1.3 Upgrade History of OTA
    • 4.1.4 Upgrade of OTA, 2019 -2020
    • 4.1.5 Planning for Vehicle Models
    • 4.1.6 OTA Fee Mode
  • 4.2 General Motors
    • 4.2.1 Vehicle Models Supported and Technical Features of OTA
    • 4.2.2 OTA Feature Layout
    • 4.2.3 Upgrade Process of OTA Features
    • 4.2.4 Partners
    • 4.2.5 Development Plan
  • 4.3 Ford
    • 4.3.1 Vehicle Models Supported and Software Update Mode
    • 4.3.2 OTA Dynamic
    • 4.3.3 Technical Features of OTA
    • 4.3.4 Partners and Development Plan
  • 4.4 Toyota
    • 4.4.1 Vehicle Models Supported
    • 4.4.2 Current Connectivity Services
    • 4.4.3 OTA Layout
    • 4.4.4 Partners and Cooperation
    • 4.4.5 MSPF Platform
    • 4.4.6 Application of OTA Features
  • 4.5 Honda
    • 4.5.1 Vehicle Models Supported
    • 4.5.2 Technical Features of OTA
    • 4.5.3 OTA Capability
  • 4.6 Hyundai
    • 4.6.1 Vehicle Models Supported and Technical Features of OTA
    • 4.6.2 OTA Capability
    • 4.6.3 Partners and Cooperation
  • 4.7 Volkswagen
    • 4.7.1 Vehicle Models Supported
    • 4.7.2 VW.OS for FOTA
    • 4.7.3 OTA Layout and Planning
  • 4.8 BMW
    • 4.8.1 Technical Features of OTA
    • 4.8.2 Vehicle Models Supported
    • 4.8.3 Remote Upgrade Process
    • 4.8.4 Upgrade of OTA Features
    • 4.8.5 Partners and Development Plan
  • 4.9 Daimler
    • 4.9.1 Vehicle Models Supported and Technical Features of OTA
    • 4.9.2 Partners and Development Dynamic
  • 4.10 Volvo
    • 4.10.1 Vehicle Models Supported
    • 4.10.2 Networked Platform
    • 4.10.3 OTA Application
  • 4.11 OTA Deployment of Major Foreign Automakers

5. OTA Features and Layout of Major Chinese Automakers

  • 5.1 SAIC
    • 5.1.1 Vehicle Models Supported and Technical Features of OTA
    • 5.1.2 Upgrade History of OTA
    • 5.1.3 OTA Technology Layout
  • 5.2 Geely
    • 5.2.1 Vehicle Models Supported
    • 5.2.2 Upgrade History of OTA
  • 5.3 GAC
    • 5.3.1 Vehicle Models Supported and Technical Features of OTA
    • 5.3.2 Upgrade History of OTA
    • 5.3.3 Cooperation in OTA
  • 5.4 Changan Automobile
    • 5.4.1 Vehicle Models Supported and Technical Features of OTA
    • 5.4.2 Upgrade History of OTA
    • 5.4.3 Partners and Development Plan
  • 5.5 BYD
    • 5.5.1 Vehicle Models Supported and Technical Features of OTA
    • 5.5.2 Upgrade History of OTA
    • 5.5.3 Partners and Development Plan
  • 5.6 BAIC BJEV
    • 5.6.1 Vehicle Models Supported and Technical Features of OTA
    • 5.6.2 Partners and Development Plan
  • 5.7 NextEV
    • 5.7.1 Vehicle Models Supported and Technical Features of OTA
    • 5.7.2 Upgrade History of OTA
  • 5.8 XPeng
    • 5.8.1 Vehicle Models Supported and Features of OTA
    • 5.8.2 Upgrade History of OTA
    • 5.8.3 Partners and Development Plan
  • 5.9 WM Motor
    • 5.9.1 Vehicle Models Supported and Technical Features of OTA
    • 5.9.2 Upgrade History of OTA
  • 5.10 Leading Ideal
    • 5.10.1 Features of OTA
    • 5.10.2 Upgrade History of OTA
  • 5.11 FAW
    • 5.11.1 Vehicle Models Supported and Features of OTA
    • 5.11.2 Upgrade History of OTA
    • 5.11.3 Partners
  • 5.12 Great Wall Motor
    • 5.12.1 Vehicle Models Supported and Features of OTA
    • 5.12.2 Partners and Dynamics
  • 5.13 Dongfeng Motor
    • 5.13.1 Vehicle Models Supported and Technical Features of OTA
    • 5.13.2 Upgrade History of OTA
    • 5.13.3 Partners and Development Plan
  • 5.14 Chery
    • 5.14.1 Vehicle Models Supported and Technical Features of OTA
    • 5.14.2 Development Plan
  • 5.15 OTA Deployment of Major Automakers in China

6. Development Trend of Automotive OTA

  • 6.1 OTA and Other New Automotive Technologies
    • 6.1.1 OTA and E/E Architecture
    • 6.1.2 OTA and Automotive Chip
    • 6.1.3 OTA and Automotive Ethernet
    • 6.1.4 OTA and Gateway
    • 6.1.5 Other Requirements of FOTA
  • 6.2 OTA Application Case
  • 6.3 OTA Standards and Market
    • 6.3.1 OTA Regulatory Policy Desires to Be Improved
    • 6.3.2 OTA Specification Timelines in Major Countries
    • 6.3.3 China Automotive OTA Scale, 2018-2025E
    • 6.3.4 Global Automotive OTA Scale, 2020-2025E