OTA 탑재가 증가함에 따라 AI 기반 모델과 NOA와 같은 새로운 지능형 기술의 자동차 탑재가 가속화될 것입니다.
2024년 1월부터 9월까지 중국의 OTA 기능이 탑재된 승용차 수는 1,108만 3,000대에 달해 전년 동기 대비 37.9% 급증했습니다. 장착률은 71.7%로 전년 동기 대비 약 17.3% 포인트 상승했습니다. 지능형 자동차의 증가에 따라 중국의 승용차 OTA 탑재율은 2030년까지 90%를 넘어설 것으로 예상됩니다.
OTA 탑재율이 높아짐에 따라 OTA 업데이트가 더 자주 이루어질 것이며, 2023년에 비해 2024년 자동차의 OTA 업데이트 빈도가 급증할 것입니다. 일부 OEM은 매월 OTA 업데이트를 실시할 것이며, 그 범위도 더 넓어질 것입니다. 또한 2024년 OTA 업데이트는 더욱 지능적인 운전 기능을 포함할 것입니다.
대부분의 OEM은 인텔리전스를 자동차의 중요한 판매 포인트로 간주하고 있으며, OTA 기술 덕분에 OEM의 새로운 지능형 기술을 자동차에 더 빨리 탑재할 수 있게 되었습니다. 예를 들어, 2024년에 출시될 많은 모델들은 OTA 업데이트를 통해 NOA 및 AEB와 같은 새로운 지능형 주행 기능을 구현하고 있으며, 앞으로도 계속 최적화 및 개선이 이루어질 것으로 보입니다.
OTA 업데이트가 가속화되고, 하드웨어 OTA 업데이트는 사용자 경험을 더욱 향상시킵니다.
OTA 업데이트 대상 하드웨어의 범위가 점점 더 넓어지고, 새로운 모델의 하드웨어, 네트워크 등 구성이 개선되고, OTA 듀얼 파티션 기술이 적용되고 있습니다. 신형 OTA의 기술적 성능도 점점 더 향상되고 있으며, 업데이트 속도, 임의 업데이트 시간, 업데이트 시 페일 세이프 등 여러 방면에서 구체적으로 반영되고 있습니다.
예를 들어, OTA 업데이트 속도와 관련하여 여러 OEM은 새로운 아키텍처와 새로운 모델에서 더 빠른 OTA 업데이트를 명확하게 요구하고 있습니다.
2024년에 출시된 샤오미 SU7은 혁신적인 스트리밍 업데이트 기술을 채택하여 다운로드와 설치를 동시에 할 수 있습니다. 전체 조종석 시스템은 3 분, 전체 차량은 30 분 안에 업데이트 할 수 있으며 OTA 듀얼 존 백업 및 플래싱은 더 빠를뿐만 아니라 더 안전하고 신뢰할 수 있습니다.
2024년 10월, Chery는 화웨이와 공동으로 지능형 기지를 건설할 것이라고 발표했습니다. 이 기지는 차세대 전기 아키텍처인 Mars Architecture를 채택하여 기가비트 이더넷과 1,000 TOPS의 연산 능력을 갖추고 있으며, 25분 이내에 차량 OTA 업데이트와 99.9%의 일회성 성공률을 달성할 수 있습니다.
소프트웨어 기술의 개선과 진화 외에도 OTA 업데이트 속도를 높이려면 더 높은 연산 능력, HPC, 더 짧은 와이어 하네스, 더 높은 대역폭, 더 빠른 통신 다운로드 속도 등 더 나은 매개 변수를 가진 하드웨어가 필요합니다. 따라서 사용자 경험과 OTA 업데이트를 개선하기 위해 일부 OEM은 구형 모델에 대한 하드웨어 업데이트 계획을 제안하고 있습니다.
2024년 11월, Xpeng은 구형 자동차 소유자를 위한 칩 업데이트 크라우드펀딩 캠페인을 정식으로 시작했습니다. 원래의 자동차 칩 Qualcomm 820A는 Xpeng P7과 Xpeng X9에도 채택된 Qualcomm 8295로 업데이트되었으며, RAM은 8G에서 16G로 증가했습니다. 칩 업그레이드는 부팅 속도와 시스템 유창성을 향상시킬 뿐만 아니라 OTA 업데이트를 통해 Xpeng P7과 같은 구형 모델에 최신 AI Dimensity 시스템을 제공합니다.
이 보고서는 중국 자동차 산업에 대한 조사 분석을 통해 자동차 OTA 시장 현황과 기술 동향, 각 기업 개요 등을 제공합니다.
목차
제1장 자동차 OTA의 정의와 정책
OTA의 정의와 기술
국제 OTA 표준과 정책
중국의 자동차 OTA 표준과 정책
제2장 자동차 OTA 시장 현황과 기술 동향
중국의 승용차 OTA 시장 현황
중국의 승용차 OTA 탑재수(2024년)
중국의 승용차 OTA 탑재수와 탑재율 : 제조업체별(2024년)
중국의 승용차 OTA 탑재수와 탑재율 : 모델 가격별(2024년)
중국의 승용차 브랜드 상위 15 : OTA 탑재수별(2024년)
중국의 승용차 모델 상위 15 : OTA 탑재수별(2024년)
중국의 자동차 OTA 규모 예측
OEM의 OTA 업데이트 이력
OEM에 의한 OTA 업데이트 통계
주요 OEM에 의한 OTA 업데이트 통계 : 브랜드별
주요 OEM에 의한 OTA 업데이트 항목 분류
주요 OEM에 의한 OTA 업데이트 항목 통계
주요 OEM에 의한 OTA 업데이트 항목 분류 : 브랜드별
주요 OEM의 OTA 업데이트 빈도(2024년)
OEM의 OTA 업데이트 기술과 용도 개발과 진화
OEM의 OTA 기술 진화 : NIO, Xpeng, Xiaomi, Huawei Harmony lntelligent Mobility Alliance(HIMA), SAIC 등 약 20개사 OEM
Automotive OTA research: With the arrival of the national mandatory OTA standards, OEMs are accelerating their pace in compliance and full life cycle operations
The rising OTA installations facilitate rapid adoption of new intelligent technologies such as AI foundation models and NOA in vehicles.
From January to September 2024, 11.083 million passenger cars carried OTA function in China, a year-on-year surge of 37.9%; the installation rate hit 71.7%, up about 17.3 percentage points year on year. With an increasing number of intelligent vehicles, the installation rate of OTA in passenger cars in China is expected to reach more than 90% by 2030.
With the increase in OTA installations, OTA updates occur frequently. Compared with 2023, OTA updates for vehicles in 2024 become far more frequent. Some OEMs conduct OTA updates monthly with a wider coverage. Moreover, OTA updates in 2024 involve much more intelligent driving functions.
Most OEMs have regarded intelligence as an important selling point of their cars. Thanks to OTA technology, new intelligent technologies from OEMs can be installed into cars faster. For example, many models launched in 2024 enable new intelligent driving functions such as NOA and AEB via OTA updates, and they will continue to be optimized and improved.
OTA updates speed up and hardware OTA updates further improve user experience.
In addition to the ever-increasing range of hardware covered by OTA updates, the hardware, network and other configurations of new models have been improved, and OTA dual-partition technology has been applied. The OTA technical performance of new models also becomes ever better, which is specifically reflected in multiple aspects such as update speed, optional update time, and failsafe in update.
For example, in terms of OTA update speed, multiple OEMs have clearly required faster OTA updates in new architectures or new models.
Xiaomi SU7, launched on market in 2024, adopts innovative streaming update technology, which can be downloaded and installed at the same time. It can update the whole cockpit system in 3 minutes and the entire car in 30 minutes. OTA dual-zone backup and flashing is not only faster, but also safer and more reliable.
In October 2024, Chery announced that it would join hands with Huawei to build an intelligent base. The base will adopt the new-generation electrical architecture Mars Architecture, feature Gigabit Ethernet and 1000TOPS computing power, and enable vehicle OTA update within 25 minutes and the one-time success rate of 99.9%.
In addition to the improvement and evolution of software technology, faster OTA updates also require hardware with better parameters, such as higher-compute chips, HPC, shorter wire harnesses, higher bandwidth, and faster communication download speed. Therefore, to improve user experience and OTA updates, some OEMs have proposed hardware update plans for old models.
In November 2024, Xpeng officially launched a crowdfunding campaign for chip renewal for old car owners. The original car chip Qualcomm 820A was updated to Qualcomm 8295 which is also used in Xpeng P7+ and Xpeng X9, and the RAM was increased from 8G to 16G. The chip upgrade not only improves boot speed and system fluency, but also offers the latest AI Dimensity system to old models such as Xpeng P7 via OTA update.
Regulatory policies and standards are increasingly improving, and there is an urgent need for OTA update compliance.
On August 1, 2024, the Ministry of Industry and Information Technology of China issued the Notice on Further Strengthening the Administration of Access, Recall and Online Software Update of Intelligent Connected Vehicles (Draft for Comments), which aims to further reinforce the management of the access, recall and online software update (OTA) of intelligent connected vehicles equipped with combined driving assistance systems.
The draft suggests strengthening the supervision and administration of OTA updates, and standardizing the application modes and technical parameters of OTA updates. For automotive software update systems, it requires that information such as the name and storage location of electronic control systems that involve OTA, and OTA software version compilation rule files should be sorted out and filed; during OTA update, traceability management of software should be supported.
This also means that when the notice is officially implemented, OTA registration supervision will be more perfect and comprehensive, posing new requirements to OEMs and making compliance more important.
On August 23, 2024, the national mandatory standard GB 44496-2024 "General Technical Requirements for Software Update of Vehicles" was officially released. It requires that starting from January 1, 2026, all newly launched models must meet this standard; starting from January 1, 2028, all existing models must also comply with this standard.
In addition to the national standard, multiple regulations and standards such as Software Update Management System (SUMS) required by UN WP.29 R156 and ISO24089 have been also gradually implemented, making OEMs demand OTA technical compliance more urgently. In this regard, automotive OTA suppliers such as ABUP and CAROTA have also stepped up their efforts on OTA update compliance.
Table of Contents
1 Definition and Policies of Automotive OTA
1.1 Definition and Technology of OTA
Definition of OTA
Classification of Automotive OTA
Basic Architecture of Automotive OTA
Basic Architecture of FOTA
1.2 International OTA Standards and Policies
OTA Regulatory Policies Are Improved
Global Standards and Regulations for Automotive Cybersecurity and Software Updates
Software Update Regulations of the UNECE World Forum for Harmonization of Vehicle Regulations (WP.29)
UN Regulation 156
Requirements of UN Regulation No. 156 for Automakers
2.1.6 RX Software Identification Number (RXSWIN)
Timeline for the Implementation of UN Regulation No. 156 in Some Countries
ISO Standards for Automotive OTA Updates
ISO Standards for Automotive OTA Updates (1)
ISO Standards for Automotive OTA Updates (2)
EU's Requirements for Automotive OTA
U.S.' Requirements for Automotive OTA
Japan's Requirements for Automotive OTA
OTA Regulatory Strategies
1.3 China's Automotive OTA Standards and Policies
Summary of China's OTA Regulatory Policies and Standards: Policies and Standards Are Increasingly Improving, and Supervision Is Becoming Stricter
Notice on Further Strengthening the Administration of Access, Recall and Online Software Update of Intelligent Connected Vehicles
Timetable in Mandatory Standard "General Technical Requirements for Software Update of Vehicles"
Interpretation of Mandatory Standard "General Technical Requirements for Software Update of Vehicles"
China's OTA Policies: OTA Recall Supervision
China's OTA Policies: Access Management of Intelligent Connected Vehicle Manufacturers and Products
China's OTA Policies: Notice on the Filing of OTA Updates of Automotive Software
"Test requirements of Software Update (OTA) Cybersecurity" Was Verified
Guidelines for the Construction of the National Standard System for Internet of Vehicles (Intelligent Connected Vehicles) (2023)
Supervision Policy: Sandbox Supervision
OTA Recalls of Passenger Cars in China, 2021-2024
Summary of OTA Recalls of Passenger Cars in China, 2024
Summary of OTA Recalls of Passenger Cars in the U.S., 2024
2 Status Quo and Technology Trends of Automotive OTA Market
2.1 Status Quo of Chinese Passenger Car OTA Market
OTA Installation in Passenger Cars in China, 2024
OTA Installations and Installation Rate in Passenger Cars in China, 2024 (by Manufacturer Type)
OTA Installations and Installation Rate in Passenger Cars in China, 2024 (by Model Price)
TOP15 Passenger Car Brands in China by OTA Installations, 2024
TOP15 Passenger Car Models in China by OTA Installations, 2024
China's Automotive OTA Scale Forecast
2.2 OTA Update History of OEMs
Statistics of OTA Updates by OEMs
Statistics of OTA Updates by Major OEMs: by Brand
Classification of OTA Update Items by Major OEMs
Statistics of OTA Update Items by Major OEMs
Classification of OTA Update Items by Major OEMs: by Brand
OTA Update Frequency of Major OEMs in 2024
2.3 Development and Evolution of OTA Update Technology and Application of OEMs
OTA Technology Evolution of OEMs: About 20 OEMs including NIO, Xpeng, Xiaomi, Huawei Harmony lntelligent Mobility Alliance (HIMA), SAIC, etc.
Evolution of OEM OTA Technology
3.2.12 OTA Development Planning of OEMs
2.4 Development Trends of OEM OTA (1):
2.5 Development Trends of OEM OTA (2):
2.6 Development Trends of OEM OTA (3):
2.7 Development Trends of OEM OTA (4):
2.8 Development Trends of OEM OTA (5):
3 Automotive OTA Layout Trends of Suppliers
3.1 OTA Model Data of Major Suppliers
Model Data of Automotive OTA Suppliers in China, 2023-2024 (1)-(8)
3.2 Summary of OTA Product Layout of Major Suppliers
Automotive OTA Product Layout of Major Suppliers: More Than 10 Companies Including Harman, ABUP and CAROTA
3.3 OTA Product Layout Trends of Suppliers (1):
3.4 OTA Product Layout Trends of Suppliers (2):
3.5 OTA Product Layout Trends of Suppliers (3):
4 OTA Functions and Layout of Major OEMs
4.1 NIO
Development and Evolution of OTA
Technical Features of OTA
Intelligent System Evolution
OTA Update History, 2018-2024
Details of OTA Updates, 2024
OTA Technology and Process
OTA Update Process of ONVO
OTA Security Mechanism
4.2 Xpeng
Development and Evolution of OTA
Automatic and Extremely Fast Vehicle OTA Technology
Automatic Vehicle OTA
OTA Update History, 2019-2024: by Model
Details of OTA Updates, 2024
Intelligent System Evolution: Intelligent Cockpit
Intelligent System Evolution: Intelligent Driving
4.3 Li Auto
Development and Evolution of OTA
Latest OTA Technology Features
OTA Update Requirements
OTA Update History: L Series Models of Li Auto
OTA Update History: Li ONE
OTA Update Plan
Details of OTA Updates, 2024
Details of OTA Updates: OTA Version 4.1-4.6
4.4 Xiaomi Auto
OTA Technology Features: Streaming OTA Update Technology
OTA Update Precautions
OTA Update Process
Details of OTA Updates
Latest OTA Version
4.5 SAIC
Evolution of Passenger Car OTA Technology
Latest OTA Technology
OTA Solution of Z-One
OTA Update History of IM
OTA Update History of Rising Auto
OTA Update History of Roewe and MG-related brands
OTA Update Process of MG
OTA Update Process of Rising Auto
User Feedback Mechanism
OTA Partners
4.6 Geely
Evolution of OTA Technology
ZEEKR's Latest OTA Solution
ZEEKR's Update History
Update History of ZEEKR's Main Models
Update History and Details of ZEEKR 001, 2024
Update History and Details of ZEEKR 007, 2024
Update History and Update Plan of Lynk & Co
Update History of Polestar
Update History of Lotus
Update History of smart
OTA Update History and Details, 2024
OTA Update History and Details, 2018-2023
OTA Update History of GEOMETRY
Fuel Vehicle OTA
2025 Strategy - OTA
4.7 GAC
Development and Evolution of OTA Technology
Latest OTA Technology Features
OTA Update Process
OTA Update History: Hyper
OTA Update History: Aion
OTA Update History: Trumpchi
Latest Cooperation Dynamics
4.8 Changan Automobile
Evolution of OTA Technology
OTA Technology under SDA
Global In-depth OTA
Global Rapid OTA.
OTA Update Process
OTA Update History: Deepal, Nevo, etc.
Update History of Avatr
Update Guide of Avatr: Mobile Phone & Vehicle
OTA Layout Planning
4.9 BYD
Development and Evolution of OTA
OTA of Xuanji Architecture
OTA Update History: Brands Such as Yangwang, Denza, Dynasty, Ocean and Formula Leopard
OTA Update History of Overseas Models
Partners and Development Planning
4.10 BAIC
Development and Evolution of OTA Technology
OTA Update History: ARCFOX, BAIC, etc.
Latest Intelligent Layout
4.11 FAW
Development and Evolution of Hongqi's OTA Technology
Hongqi's OTA Technology
OTA Update History of Hongqi
OTA Partners
4.12 Great Wall Motor
Evolution of OTA Technology
OTA Technology
OTA Update History of WEY
OTA Update History of HAVAL
OTA Update History: WEY, Haval, ORA and Tank, etc.
