2017 Market for Internet of Vehicles Enormous Market | OTA Technology Applications Accelerated

REVIEW: With the continuous development of IOT technology, IOT is considered as one of the areas with the most potential for industry and the clearest market demand in the Internet of Things (IoT) system. It is conducive to promoting the integration and upgrading of the automobile, transportation and information and communications industries, as well as related industries It is of great significance to reshape the ecosystem and value chain system.At present, at the critical period of the development of the car networking, the intelligent car of Lianlian Automobile has entered into the national strategic plan of "Made in China 2025" and has become one of the key industries of "Made in China 2025" .

Article finishing from: Geshe Automobile Research Institute, China ICT Institute, China Unicom car networking white paper, China Academy of Industrial Sciences, digitimes, Chi Institute Consulting

Car networking concept

Internet of Vehicles, derived from the Internet of Things, is based on in-vehicle networks (intra-car LANs), inter-car networks (cars and vehicles), and car internets (car and ethernet connections) Agreed protocols and data exchange standards, a system network for wireless communications and information exchange between cars and cars (X, cars, roads, pedestrians and the Internet, etc.), and eventually functions such as intelligent transportation, smart cars and smart driving. Source: Geshi Automotive Community)

Car networking development stage and the status quo

At present, China's car networking is mainly achieved through cellular communication technology, with 2G and 3G as the mainstay, while 4G has just started its business without the commercialization of V2X.According to the information from CITIC, as of August 2017, a total of 683 car networking terminals in China have been certified by the Ministry of Industry and Information Technology , 4G car networking terminals increased by 101 models in 2016, increasing rapidly.

At present, China's car networking service is still in its infancy, using cellular communication technology to access the Internet and opening up the traffic flow inside and outside the car, in fact, the accumulation of data and scale. However, it still takes some time to build a new format and the service capability also increases.

Car networking industry development will eventually cover the entire vehicle life cycle, the user scenarios will change based on lifestyle changes, prompting the car networking features continue to iterative adjustment and improvement.With the intelligent car, networking together, China's vehicle use Maintenance and repair links car network coverage is more comprehensive, and tend to front and back are still need to be strengthened.

Car networking market performance and analysis

January-August 2017 China's automobile production and sales both showed a slight increase year-on-year, but as China's economy and society continued to develop rapidly, the number of motor vehicles kept a relatively fast growth. Traffic Safety Administration Statistics of the Ministry of Public Security: As of the end of 2016, the national car ownership amounted to 1.94 100 million vehicles, of which 27.52 million were newly registered and registered a net increase of 22.12 million in possession, all of which were the highest in history. The year-by-year growth of car ownership also provided a huge potential market for car networking. China's car networking market will grow from $ 3.1 billion in 2014 to $ 33.8 billion in 2014, with a compound growth rate of nearly 40% becoming a RMB market. By 2020, China's IoT subscribers will grow from the current 7 million Up to 44 million by 2020.

Source: GIC Automotive Research Institute

Although China's car networking market in recent years has more than 25% compound growth rate of development, but it must also face the problems arising in its development process.For example, the pre-installed tsp point of view, car networking business profit model is not clear, the consumer terminal renewal The rate of low. At present, the Chinese market in the car model car network configuration and assembly rate is still relatively low, only 13%, while 2% of the models can be optional.Data show that the proportion of vehicle networking assembly and the vehicle price was positively correlated With the introduction of new models, the proportion of car networking has also been raised. In 2017, the proportion of new car-to-car networking in the market was 21%, up from 16% in 2016.

Vehicle networking key technology introduction and development path

The key technologies of the car networking are distributed in the three aspects of 'end-pipe-cloud' including automotive electronics, vehicle operating system and transportation infrastructures. The 'pipe' includes 4G / 5G vehicle-mounted cellular communication technology, Communication technology; the technical core at the cloud level is a car networking platform that supports multi-service support such as capability opening, connection management and data management.

The overall technology roadmap of the car network has evolved toward the direction of intelligence and network interconnection, and the two routes have been promoted and converged simultaneously.In terms of the perception layer of the vehicle, the technology improvement mainly manifests itself in the new automotive electronics and operating system. As technology improves, Automotive electronics integration of sensor functions, high-performance computing chip (GPU) and the new human-machine interaction become the development direction; the car operating system from the original single function toward the level of modular, platform-based smart direction.

OTA technology applications are advancing

From in-car entertainment systems, on-demand mobile services to full-fledged driving in the future, networking capabilities play an important role in driving the development of vehicle technology. At this stage, manufacturers are dedicated to developing Over-the-Air (OTA) Application, which will not only change the vehicle's software updates and data management patterns, but will also be the basis for achieving full-fledged driving in the final stages.

OTA technology to make network applications more advanced, driving software just like smart phones can be done remotely in the update job, at this stage most consumers must go to the dealer to carry out software updates, resulting in the depot burden and inconvenience to consumers.

It is worth noting that the application of OTA technology will not only completely change the pattern of vehicle software update and data management but will also become the foundation of self-driving development. Since the advent and adoption of self-driving will greatly change the mobile mode of future consumers, Depot companies have started to invest in technology applications such as artificial intelligence (AI), as well as new modes of transport and user experience enhancements, and their vehicle designs also face a substantial transformation.

Tesla led the OTA forward, the traditional car prices to accelerate the pace

In OTA, Tesla is the first car company to really play OTA, and since 2013 Tesla has been using OTA for many applications, including maps, lighting, voice, air suspension, etc. Update, and to achieve the Autopilote, including driver assistance upgrade.

In the past year, this unprecedented innovation has gradually become a trend.Traditional car prices have also gradually announced to use this more convenient and updated technology, OTA will usher in a small peak of intensive applications.

In 2016, BYD, a leader in new energy vehicles, entered into a strategic cooperation with Ibrahim Yirabi, which will provide services to upgrade BYD EVs to enhance the car experience of users.

In November 2016, Toyota Motor Corporation announced that it will adopt OTA technology to update its Electronic Control Unit (ECU) so that ECU vulnerabilities can be corrected as soon as possible and that new features are added via OTA after the vehicles are listed.

In January 2017, Volkswagen will use OTA technology to provide features that owners can get through software upgrades, such as navigation, through subscriptions or trials.

In May 2017, Ford announced that it will implement software upgrades using OTA technology and add Android Auto and Apple CarPlay systems to the 2016 models that ship with Sync 3. This is the first time Ford has applied OTA to in-car software upgrades.

In July 2017, Volvo signed a long-term cooperation agreement with HERE to select some Volvo owners to upgrade the car map using the OTA service.

In July 2017, GM announced the launch of an inflight upgrade (OTA) infotainment system by 2020.

Currently, OEMs mainly use OTA technology for updates in maps, applications, infotainment systems, etc. The forecast by consulting firm IHS also shows the same trend, and they think the cost savings that automakers will save from OTA software updates will range from 2015 The $ 2.7 billion a year increased to $ 35 billion in 2022. Most of the savings come from OTA updates to infotainment systems and telematics systems.Engine, brake and steering ECUs are still on the OTA To many problems to overcome.

OTA service provider welcomes opportunities

It is noteworthy that, in the field of new energy vehicles, especially in China, OTA service providers will usher in a relatively large opportunity, mainly in two aspects:

On the one hand is the policy to promote.Electric vehicle remote service and management system technical specifications "from January 1, 2017 onwards, the new production of all new energy vehicles installed on-board terminals through the enterprise monitoring platform for the vehicle and power battery and other key System operational safety status monitoring and management.

In accordance with the national standard public service vehicle safety status information to be uploaded to the local monitoring platform.In the uplink information regulation, the battery (mainly BMS), motor, T-box will have OTA demand, the vehicle end to increase self-test, remote query , Remote parameter settings and remote upgrade feature will become a new trend.

On the other hand lies in the mastery of core technologies.Unlike traditional technologies, OEMs have more opportunities to master some core technologies in the field of new energy vehicles.It is also more controllable for OEMs to implement OTA in the new energy field.

The development of intelligent automotive technology has brought new opportunities for OTA service providers. Scale-up of vehicles that use OTA technology to upgrade and update their vehicles. To meet the needs of OEMs, suppliers should try their best to reduce the cost of the entire system, Meet the regulatory, update and repair the needs of the vehicle.OTA is just one aspect of the car networking, fueled by this hot technology is the entire car networking platform construction and even business model changes.

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