TSP 조사: 차내 연결 서비스는 크로스 도메인 통합, 올 시나리오 통합, 조종실 운전 통합의 방향으로 확장
TSP(텔레매틱스 서비스 제공업체)는 주로 자동차와 다양한 서비스 제공업체 간의 데이터 수집 및 공급을 담당하여 자동차 소유자에게 다양한 서비스를 제공합니다. 연락처, 엔터테인먼트, 원격 유지 보수, 보안 등이 포함됩니다.
크로스 도메인 통합과 조종석 드라이빙 통합을 향한 동향 속에서 TSP도 조용히 진보를 보이고 있으며, 차내 연결 서비스 용도만에서 크로스 도메인 통합, 올 시나리오 통합, 조종석 드라이빙 통합으로 확대되고 있습니다.
크로스 도메인 통합을 사용하면 모듈형 소프트웨어 플랫폼을 통해 조종실 도메인과 지능형 드라이빙 도메인과 같은 다른 도메인의 기능 통합을 실현할 수 있습니다. 생태계 통합을 가능하게 합니다.
올 시나리오 통합은 주로 모든 모빌리티 시나리오를 중심으로 상호작용, 엔터테인먼트, 소셜 컨택, 네비게이션, 주차, 충전 등 다양한 시나리오에서 연결 서비스의 실현을 의미합니다.
조종실 운전 통합은 주로 지능형 조종석과 지능형 운전 기능을 연결하는 것입니다.
확립된 TSP로서 ECARX는 인포테인먼트 시스템, 온라인 회원 서비스, 텔레매틱스의 운용 보수 서비스, 교통 부가가치 서비스 등을 수십 개의 브랜드에 제공합니다. 서비스와 제품은 세계 730만 대가 넘는 차량에 탑재되어 있습니다.
TSP 사업에서 2024년에 ECARX가 출시하는 크로스 도메인의 시스템 기능 기반인 Cloudpeak는 다른 컴퓨팅 플랫폼에서 완전한 제품을 형성할 수 있어 최첨단 인포테인먼트 시스템과 ADAS 기능 개발 지원할 수 있습니다.
2024년 ECARX Cloudpeak은 Volvo의 SUV BEV인 EX30에 탑재되어 세계적으로 양산되었습니다.
Google Automotive Services(GAS) : 사용자는 GAS를 통해 Google Map, Google Assistant 및 Google Play App Store의 방대한 용도을 쉽게 사용할 수 있습니다.
스마트폰/IVI 통합: ECARS Cloudpeak은 용도 에코시스템을 보완하기 위해 Android Auto 및 Apple CarPlay와 같은 스마트폰/IVI 통합 경험을 EX30에 제공합니다.
ADAS 프롬프트: ECARX Cloudpeak은 EX30의 모든 ADAS 기능과 상호 연결하고 통신할 수 있습니다. 화면에 표시하면 드라이버의 전방 시야를 극대화하고, 불안을 해소하고, 시야의 일탈에 의한 안전상의 위험을 저감합니다.
이는 5G 연결 및 OTA 업데이트를 지원하며 용도과 운영 체제를 항상 최신 상태로 유지할 수 있습니다.
국외 진출: ECARX Cloudpeak은 EX30이 세계 더 많은 국가와 지역에서 출시될 것을 지원합니다.
이 보고서는 중국 자동차 산업에 대한 조사 분석을 통해 TSP의 산업 체인과 경쟁 구도 및 다양한 서비스 동향에 대한 정보를 제공합니다.
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.
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".
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.
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.