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市場調查報告書

商品編碼

2109326

車用通訊系統服務供應商(TSP) 市場 (2026 年)

Automotive Telematics Service Provider (TSP) Research Report, 2026

出版日期: 2026年07月06日 | 出版商:

ResearchInChina | 英文 500 Pages | 商品交期: 最快1-2個工作天內

價格

簡介目錄

TSP 調查 - 主要服務提供者同時部署 AI 代理，以提供能夠應對所有場景的主動服務。

車載資訊服務供應商（TSP）是車載資訊產業鏈的核心樞紐，連結車輛、使用者和服務。在上游，他們與原始設備製造商（OEM）、汽車零件供應商和網路營運商合作；在下游，他們與內容和應用程式提供者合作。因此，他們負責從資料收集、處理和分發到閉合迴路服務交付的整個流程。

目前，交通運輸服務供應商（TSP）產業已從以客服中心為中心的初期階段，以及網路公司進入後的成長階段，發展到由智慧互聯和人工智慧驅動的深化階段。2025年，中國客車資訊娛樂系統搭載率將達到90.7%，OEM廠商衛星導航搭載率將達到82.7%，行動電話遠端控制搭載率將達到90.4%，智慧型手機與車載資訊娛樂系統（IVI）整合搭載率將達到66.1%。車載資訊服務已從「可選」發展成為「標配」。

基礎模型和AI代理重構TSP作業系統底層邏輯。2026年，駕駛座基礎模型將進入量產的關鍵階段。 AI基礎模型的搭載率從2025年第一季的10.4%飆升至2026年第一季的35.3%。「Doubao」已安裝在超過700萬輛車上，覆蓋50多個品牌和145多種車型，「Baidu Duthink」、騰訊五大代理以及「Banma Zhixing」均已完成代理升級。

1.Tencent Auto Intelligence (TAI)

在內容服務提供者（TSP）領域，TAI著重開發軟體能力和雲端平台。其核心發展路徑為：「強化內容生態系統→基於人工智慧模型的智慧駕駛座→針對人、車和生活方式的數位生態系統」。

到2026年，TAI的TSP解決方案將部署在超過60個品牌和1600多萬輛汽車上。在汽車雲端領域，TAI已與超過100家OEM廠商和旅遊科技公司達成合作，其中超過30家OEM廠商和科技公司使用騰訊的海外雲端服務。 TAI在TSP領域的核心優勢在於其將微信生態系統（每月有效用戶達11.5億）和小程式生態系統（擁有超過8000家合作夥伴和300多個聯合解決方案）部署到汽車上的能力，以及其基於「混元大模型」和「DeepSeek」的AI代理架構。

TAI 6.0 搭載騰訊「Hunyuan」大規模模型和「DeepSeek」技術，實現了人工智慧的全面升級。它利用五大核心智慧體 - 「AI本地生活智慧體」、「AI全方位陪伴智慧體」、「AI出行探索智慧體」、「AI出行互聯智慧體」和「AI地圖導航智慧體」 - 提升了AI在各種出行場景下的現役。2026年4月，騰訊發布了「Open All-Scenario Mobility Agent Platform」，推動汽車AI從「對話式」向「主動執行式」演進。

2.Baidu CarLife

Baidu CarLife在交通服務提供者（TSP）領域的演進藍圖遵循以下發展路徑：透過搜尋和地圖增強功能 → 重構基礎模型和代理 → 建立AI出行平台。截至2026年，Baidu CarLife已與超過70家汽車製造商達成合作，CarLife+覆蓋超過95%的智慧型手機、1300多款車型和70多個品牌。此外，Baidu Maps已覆蓋全球200多個國家和地區。

Baidu CarLife的主要優點包括運行在大型ERNIE模型上的DueOS X、Baidu Maps的全球覆蓋範圍，以及人工智慧導航代理「Duthink」的大規模生產和實用化。

2026年3月27日，百度正式發表了其下一代量產型AI駕駛座代理。主要亮點包括：

核心架構由一個「中央代理」統一起來，該代理調度子代理執行導航、娛樂、車輛控制、聊天和其他功能，形成從理解對話到執行複雜任務的封閉回路型。

由於它基於端到端的語音語言基礎模型，用戶無需記住具體的操作程序，即可透過自然對話控制導航和駕駛座。

由於與Baidu Maps和ERNIE深度整合，該智慧助理能夠精準識別方言和小眾地名，並具備情感識別、場景適應和長期記憶能力。此外，它還能在毫秒內提供語音回复，實現與真人對話高度相似的車內互動。

2026年 3月，這項技術投入Buick Electra OS的大規模生產，並在2026年北京國際車展的上汽通用和東風汽車展位上進行了展示。

3.Banma Intelligence

Bamma Intelligence在TSP（交易服務提供者）領域的核心發展藍圖遵循以下路徑：SAIC自主研發的作業系統→基於人工智慧的模型+作業系統驅動→全產業開放平台。到2026年，Bamma Intelligence將服務69家OEM廠商，覆蓋超過1000萬輛汽車，遍及16個以上的國際市場。在TSP生態系統方面，Bamma Intelligence已與超過400家公司建立了合作關係，其汽車小程式服務平台擁有超過400萬月有效用戶。

「Yan AI」於2025年9月發布，是一款高性能AI軟體棧，具備智慧體專屬功能，專為汽車場景開發和構建。2026年1月18日，半馬智慧的「Yan AI」通過了ASPICE 4.0 CL2認證，成為國內首家獲得此認證的量產型AI平台模式企業。

「Yan AI」具備類智慧體的特性，無需持續的人工干預即可主動做出決策並採取行動，達成特定目標。「系統智慧體」是「Yan AI」軟體堆疊的一部分，它整合了多個汽車系統中的智慧體，能夠有效率且安全地回應使用者需求。「Auto Omni」作為一種基於裝置端的模型，可在90%的場景下離線使用。多智慧體協作解決方案「AutoClaw」支援多智慧體協作系統。該系統能夠將複雜的任務（例如同時預訂餐廳和協調旅行行程）分解為更簡單的流程，並可在後台全天候運作。

截至目前，Bamma Intelligence的Yan AI已實現量產，並與包括IM、BMW、Hongqi、Roewe、Volkswagen、MG和現代在內的十餘個品牌建立了合作關係。2026年，BMW計畫將其全系車型升級至Yan AI，這將標誌著Bamma Intelligence從SAIC專屬作業系統轉型為面向全產業的開放平台。

資訊娛樂服務
概述
安裝資訊娛樂系統
特徵
原廠外殼
供應商解決方案
導航和移動服務
概述
汽車導航系統的安裝
功能 1：AR 即時導航
安裝AR即時導航
AR即時導航範例
功能 2：生成式 AI 技術訓練地圖導航代理程式。
地圖導航代理範例
救援請求服務
概述
過程
eCall系統將成為強制性標準。
中國和歐洲eCall標準的比較
eCall 中的提供者佈局
電話和IVI互聯服務
意義
應用場景
市場
特徵
趨勢與展望
遠端車輛控制服務
行動電話遠端車輛控制市場
特色
不同廠商遠端車輛控制功能對比
遠距離診斷服務
概述
系統結構
中國汽車遠距離診斷市場：安裝數量和安裝率
中國汽車遠距離診斷市場：品牌特徵
主要供應商遠端/雲端診斷實施案例研究
汽車製造商智慧診斷應用概要：網路原生汽車品牌
OEM廠商智慧診斷應用概要：傳統品牌、新興品牌
OEM廠商智慧診斷應用概要：傳統獨立品牌
OEM廠商智慧診斷應用概要：合資品牌
遠端OTA服務
概述
過去一年的OTA
主要供應商的汽車OTA產品佈局

第3章車用資訊服務

車載資訊卡市場
概述
eSIM卡在車載資訊服務的應用實例
eSIM卡產業鏈
中國電信、中國移動和中國聯通提供的eSIM服務
eSIM支援車輛的海外擴張。
虛擬操作員
概述
優勢
中國虛擬網路營運商的現狀
中國虛擬網路營運商的突破
eSIM 和車輛連接服務供應商
eSIM 和車輛連接服務供應商
eSIM 和車輛連接服務供應商
eSIM 和車輛連接服務的發展趨勢
趨勢

第4章電信服務供應商的競爭格局與發展趨勢

競爭格局
概述
商業佈局
TSP 業務佈局
各種TSP平台的比較
OEM主導服務平台的比較
網路服務平台比較
電信營運商服務平台比較
利用資訊通訊技術的服務平台比較
TSP 資料值
TSP 資料價值與經營模式
TSP Platforms的海外策略
Neusoft的海外戰略
PATEO CONNECT+的海外戰略
Ecarx的海外策略
Huawei的海外策略
Tencent Cloud的海外策略
TSP發展趨勢
趨勢

第5章車載資訊服務供應商（TSP）

ECARX
TINNOVE
Hynex
Baidu Apollo
Tencent Auto Intelligence（TAI）
Banma Intelligence
China Mobile
China Unicom Smart Connection Technology
Huawei
ByteDance
NavInfo
BICV
Shenzhen Soling Industrial Co., Ltd.
MXNAVI
Lenovo Connect
Cihon Technology
YOOCAR

簡介目錄

Product Code: YSJ135

TSP Research: Leading providers collectively turn to AI agents to provide all-scenario active services

Telematics Service Providers (TSPs) are the core hub of the telematics industry chain, connecting vehicles, users and services. At the upstream end, they connect with OEMs, automotive equipment suppliers and network operators. At the downstream end, they connect content and application providers. Therefore, they assume full-link responsibilities for data collection, processing, distribution and closed-loop service delivery.

The current TSP industry has gone through the infancy stage centered on call centers, and the growth stage with the entry of Internet companies, and enters into the in-depth development stage driven by intelligent connectivity and AI. In 2025, China's passenger car infotainment system installation rate hit 90.7%, the OEM installation rate of satellite navigation 82.7%, the mobile phone remote control installation rate 90.4%, and the phone-IVI interconnection installation rate 66.1%. Telematics services have evolved from "optional" to "standard".

Foundation models and AI agents are reconstructing the underlying logic of the TSP operating system. In 2026, cockpit foundation models enter a critical stage for mass production. The installation rate of AI foundation models soared from 10.4% in Q1 2025 to 35.3% in Q1 2026. Doubao has been installed in over 7 million vehicles, over 50 brands, and 145 vehicle models; Baidu Duthink, Tencent's five major agents, Banma Zhixing, etc. have all completed agent upgrades.

1. Tencent Auto Intelligence (TAI)

In the field of TSP, TAI focuses on software capabilities and cloud platform layout. The core evolution route is: content ecosystem empowerment -> AI foundation model-based agent cockpits -> people-car-life digital ecosystem.

As of 2026, TAI's TSP solution has been launched in over 60 brands and over 16 million vehicles; in the field of automotive cloud, it has cooperated with over 100 OEMs/mobility technology companies; over 30 OEMs and technology companies have used Tencent's overseas cloud services. TAI's core advantage in the TSP field lies in: its ability to introduce the WeChat ecosystem (1.15 billion monthly active users) and the applet ecosystem (8,000+ partners, 300+ joint solutions) into vehicles, and the AI agent architecture driven by Hunyuan Large Model + DeepSeek.

TAI 6.0 realizes AI upgrades with Tencent Hunyuan Large Model and DeepSeek. It uses five major agents, namely "AI local life agent", "AI all-round companion agent", "AI mobility exploration agent", "AI mobility connection agent" and "AI map navigation agent" to improve AI active services around all mobility scenarios. In April 2026, Tencent released the Open All-Scenario Mobility Agent Platform to promote automotive AI from "dialogue" to "active execution".

2. Baidu CarLife

Baidu CarLife's evolution roadmap in the TSP field is: search + map empowerment -> foundation models + agent reconstruction -> AI mobility platform. As of 2026, Baidu CarLife has cooperated with more than 70 OEMs; CarLife+ has covered over 95% of smartphones, over 1,300 vehicle models, and over 70 brands; Baidu Maps has covered more than 200 countries and regions around the world.

The core advantages of Baidu CarLife include: the DuerOS X driven by ERNIE Large Model, the global coverage capabilities of Baidu Maps, and the mass production and application of the AI navigation agent "Duthink".

On March 27, 2026, Baidu officially launched its next-generation mass-production AI cockpit agent, with key highlights including:

The core architecture is unified by a "central agent" that schedules navigation, entertainment, vehicle control, and chat sub-agents, achieving a closed loop from conversational understanding to complex task execution.

Based on end-to-end voice language foundation models, users do not need to memorize fixed operating skills and can complete navigation and cockpit control through natural dialogue.

Relying on the deep integration of Baidu Maps and ERNIE, the agent can accurately identify dialects and unpopular place names, has emotional perception, scenario adaptation and long-term memory capabilities, and makes speech responds in milliseconds, achieving in-car interaction closer to real-person conversations.

In March 2026, this technology was mass-produced for Buick Electra OS; during the 2026 Beijing International Automotive Exhibition, it was unveiled at the booths of SAIC-GM and Dongfeng Motor.

3. Banma Intelligence

Banma Intelligence's core evolution roadmap in the TSP field: SAIC's exclusive OS -> driven by AI foundation models+OS -> industry-wide open platform. As of 2026, Banma Intelligence has served 69 OEMs and over 10 million vehicles, and covered over 16 international markets. As for the TSP ecosystem, Banma Intelligence has cooperated with more than 400 partners, and the automotive applet service platform has boasted over 4 million registered monthly active users.

Released in September 2025, Yan AI is a high-performance AI software stack with agent-specific features that has been specially developed and built exclusively for automotive scenarios. On January 18, 2026, Banma Intelligence's "Yan AI" passed the ASPICE 4.0 CL2, becoming the first domestic company to obtain this certification in the field of mass-produced AI foundation models.

Yan AI has agent characteristics and can actively make decisions and take actions to achieve specific goals without the need for continuous manual input. "System Agent" is part of the software stack of Yan AI, integrating agents from multiple automotive systems to meet user needs efficiently and safely. Auto Omni is available offline in 90% of scenarios as an on-device foundation model. The multi-agent collaboration solution "AutoClaw" enables a multi-agent collaboration system - complex tasks can be broken down into simple statements (such as simultaneously booking restaurants and adjusting itineraries) and run 24/7 in the background.

To date, Banma Intelligence's Yan AI has achieved mass production/designated cooperation with over 10 brands, including IM, BMW, Hongqi, Roewe, Volkswagen, MG, and Hyundai. In 2026, BMW will upgrade its entire lineup to Yan AI, marking Banma's transition from a dedicated OS for SAIC to an open platform for the entire industry.

1 Characteristics of Telematics Service Provider (TSP)

1.1 Introduction to TSP
Definition
Development History
Main Services
1.2 TSP Business Models
Telematics Value Chain
TSPs and Business Models (1)
TSPs and Business Models (2)
TSPs and Business Models (3)
1.3 TSP Pricing Models
Five TSP Pricing Models
TSP Pricing Models (1)
TSP Pricing Models (2)
OEMs' Pricing Models (1)
OEMs' Pricing Models (5)

2 Telematics Software Services

2.1 Infotainment Services
Overview
Infotainment System Installation
Feature 1
Feature 2
Feature 3
Feature 4
Feature 5
OEM Case 1
OEM Case 5
Provider Solution 1
Provider Solution 2
2.2 Navigation and Mobility Services
Overview
Automotive Navigation System Installation
Feature 1: AR Live Navigation
AR Live Navigation Installation
AR Live Navigation Cases
Feature 2: Generative AI Technology Fosters Map Navigation Agents
Map Navigation Agent Cases
2.3 Rescue Call Services
Overview
Process
eCall System Becomes a Mandatory Standard
Comparison between Chinese and European eCall Standards
eCall Layout of Providers
2.4 Phone-IVI Interconnection Services
Definition
Application Scenarios
Market
Feature 1
Feature 2
Trends and Outlook
2.5 Remote Vehicle Control Services
Mobile Phone-Enabled Remote Vehicle Control Market
Special Functions
Comparison between OEMs' Remote Vehicle Control Functions (1)
Comparison between OEMs' Remote Vehicle Control Functions (2)
Comparison between OEMs' Remote Vehicle Control Functions (3)
2.6 Remote Diagnostic Services
Overview
System architecture
China's Automotive Remote Diagnostics Market: Installations and Installation Rate
China's Automotive Remote Diagnostics Market: Brand Characteristics
Remote Diagnostics/Cloud Diagnostics Layout of Major Providers
Summary of Smart Diagnostics Applications of OEMs: Internet-native Automotive Brands
Summary of Smart Diagnostics Applications of OEMs: Traditional New Brands
Summary of Smart Diagnostics Applications of OEMs: Traditional Independent Brands
Summary of Smart Diagnostics Applications of OEMs: Joint Venture Brands
2.7 Remote OTA Services
Overview
OTA in the Past Year
Major Providers' Automotive OTA Product Layout 1
Major Providers' Automotive OTA Product Layout 2
Major Providers' Automotive OTA Product Layout 3
Major Providers' Automotive OTA Product Layout 7
Major Providers' Automotive OTA Product Layout 8