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Global and China Automotive OTA Industry Report, 2021

  • ID: 5393570
  • Report
  • July 2021
  • Region: Global, China
  • 350 Pages
  • Research In China

FEATURED COMPANIES

  • ABUP
  • CAROTA
  • Dongfeng Motor
  • GM
  • Neusoft
  • Toyota

Automotive OTA research: OTA capabilities determine the success or failure of the transformation of OEMs

In recent years, automotive OTA configurations have maintained a rapid growth trend. According to the publisher, China's passenger car OTA OEM configurations will reach 4.449 million units in 2020, a year-on-year increase of 15.9%; the installation rate rose from 19.7% in 2019 to 23.7% in 2020. China's passenger car OEM OTA installation rate hit 28.3% from January to May 2021, and is estimated at 80% by 2025, and FOTA will gradually dominate.

OTA is a key factor in the closed loop of the software-defined vehicle (SDV) business model.

At present, the supplier model is still the main way for OEMs to deploy OTA. The main suppliers, including PATEO, Banma Information Technology, Harman, Excelfore, Airbiquity, ABUP, CAROTA, Bosch, Continental, Desay SV, Neusoft, Joyson Electronics, etc., can provide complete OTA solutions for OEMs.

Taking Qing OTA of PATEO as example, PATEO Qing Cloud has established an OTA platform for complex actual conditions. It can not only perform OTA updates for OS, T-Box, applications, maps, etc., but also carry out FOTA updates for clusters, ECUs and other vehicle parts.

As far as the development trend of OTA is concerned, OTA is no longer a single function on cars. From a deeper perspective, OTA will be linked with the development of the entire automotive industry. The development of PATEO Qing OTA starts from the SOTA layout and gradually transfers to the field of FOTA and OTA software operation, and finally reaches the stage where the definition of software services drives the definition of vehicles.

With the maturity and application of automotive software systems and OTA, the business model of the entire automotive industry will also change. From the perspective of consumers, automakers have successively begun to transform their business models, from the past `selling cars` business model to the `selling cars + selling software` business model.

Many automakers have launched paid software packaging and OTA update services. In particular, emerging automakers make faster progress in business models. For example, Tesla provides FSD software package with a price of up to USD10,000. Through embedded hardware and continuous OTA updates, FSD improve the autonomous driving to L3 or even L4. Tesla's FSD pre-installation rate in the United States is as high as 30-40%. Tesla's software revenue exceeded USD1.9 billion in 2020, and it is expected to reach USD20 billion by 2025.

Chinese startup Xpeng has launched XPILOT3.0 software package (pre-installed) worth RMB20,000, and NIO has unveiled NIO Pilot (a RMB15,000 selected package and a RMB39,000 full package). Both of them see impressive pre-installation rates and have earned software revenue hereby.

In terms of fuel vehicles, automakers are actively exploring the paid OTA model. In November 2020, Geely PREFACE announced the fuel vehicle OTA update program, which involves hardware and software such as automated parking, panoramic images, IVI, air conditioning, and engine NVH. Via FOTA, the OTA update Solutions is priced at RMB5,777 (free before the end of 2020).

The cooperation between suppliers and OEMs tends to be flexible. There are mainly three OTA cooperation modes: first, turnkey projects, paid software, and end-to-end overall solutions; second, brand new functions, paid project development; third: payment on demand.

Generally speaking, OTA updates after the SOP of vehicles, the improvement of existing functions and patches are supported and maintained by suppliers, and the cost is included into the model development fee without additional charges. If OEMs need to add new features to updates, they need to pay additional development fees to suppliers. OEMs have built their own software development teams to support continuous OTA software updates and enhance vehicle competitiveness.

OTA strategy comparison of Automakers: emerging automakers take the lead, and traditional OEMs are catching up quickly

The publisher found that 31 automotive brands (including emerging automakers, independent brands, and foreign brands) had conducted about 215 OTA updates as of June 2021, 131 of which occurred after 2020. Automakers are accelerating the delivery of OTA updates to customers. Among them, 7 emerging automakers carried out 125 OTA updates, 12 independent brand automakers accomplished 63 OTA updates, and 12 foreign brand automakers performed 27 OTA updates.

Tesla is the earliest automaker that starts OTA updates in the world, and also boasts the most automotive OTA updates in the world. As of June 2021, Tesla had fulfilled 56 OTA updates. Tesla’s first OTA update in China happened in November 2014, with the Version 6.0. It is the first automaker in China that implements OTA services.

The follower Xpeng offered 24 OTA updates. The first update in January 2019 enabled Xpeng G3 to use the Xmart OS 1.1.0, which adds new features (vehicle key summoning, air conditioning ECON mode), as well as optimize full-scenario automated parking, XPILOT 2.5 automated assisted driving, and drivability and charge & discharge performance in extreme low-temperature environments.

In addition to emerging automakers, traditional OEMs such as BYD, Hongqi, Honda, and GAC Aion are speeding up. As of June 2021, BYD enabled about 15 OTA updates for Han, Tang, Song Pro and other models to improve intelligent connectivity, driving assistance system and power.

Since 2020, foreign automakers, including BMW, GM, Ford, Volkswagen and so on, have successively implemented large-scale OTA updates which will be conducted more frequently in the future. In May 2020, BMW began to enable OTA updates for models equipped with the ID.7 system in large scale and batches. As of June 2021, a total of 1.3 million BMW vehicles had achieved OTA updates. The number will be 2.5 million by the end of 2021.

Ford started the first OTA update for SYNC® 4-equipped vehicles in the United States and Europe in March 2021, and plans to make about 1 million Ford and Lincoln vehicles receive OTA updates worldwide by the end of 2021. Ford says it’s prepared to rapidly increase the number of vehicles capable of receiving software updates, with the goal of producing 33 million vehicles with the capability by 2028.

Volkswagen has just announced that it will officially launch OTA updates for its all-electric ID family of vehicles since July 2021. The VW ID.3 equipped with the software version ID.2.1 will be the first model to benefit from the new updates with ID.Software 2.3.  Volkswagen’s ID.4, and ID.4 GTX should also see regularly OTA updates. The first update will optimize the lighting functions of the vehicles, and adjust the IVI interface and operation. Volkswagen adds that it will provide updates every 12 weeks.

From the perspective of the update details, SOTA is gradually moving towards FOTA. Although the update is still mainly concentrated in the IVI system (including voice, intelligent assistant, navigation, display, UI themes, entertainment scenarios, etc.), it is gradually spreading to ADAS/autonomous driving, air-conditioning, power system, body & control and so on. According to statistics, as of June 2021, 210 ADAS & autonomous driving functions had been updated, mainly reflected in the opening and optimization of driving assistance functions, such as 32 items related to parking, 18 related to cruise (ACC, ATC, ICA, active cruise, etc.), 19 related to early warning (collision warning, door opening warning, departure warning, etc.), 12 related to surround view, etc.

As OTA supervision enhances, OEMs are facing greater security and compliance challenges

Since 2020, OTA standard policies and supervision have made significant progress. In June 2020, the United Nations Economic Commission for Europe (UNECE) World Forum for the Harmonization of Vehicle Regulations (WP.29) approved the UN Regulation No. 156 - Software Update and Software Update Management System which came into effect in January 2021. This is the first international regulation on vehicle software updates and software update management. To this end, many suppliers have launched OTA compliance-related services.

Regarding supervision, the State Administration for Market Regulation of China issued Notice on Further Strengthening the Supervision over Automotive OTA Technology Recalls on November 23, 2020.  In June 2021, it published Supplementary Notice Regarding Automotive OTA Technology Recall Filing to provide a more detailed description of automotive OTA technology recalls.

After the policy was released, Volvo, Mercedes-Benz, BMW and Tesla in China had issued notices of recalling OTA vehicles as of the end of June 2021, and they all stated in their recall announcements that they will upgrade the software for the recalled vehicles free of charge through OTA if conditions permit.

Note: Product cover images may vary from those shown

FEATURED COMPANIES

  • ABUP
  • CAROTA
  • Dongfeng Motor
  • GM
  • Neusoft
  • Toyota

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 The Basic Architecture of Automotive OTA (1)
1.1.4 The Basic Architecture of Automotive OTA (2)
1.1.5 The Basic Architecture of Automotive OTA (3)
1.1.6 The Basic Architecture of Automotive OTA (4)
1.1.7 OTA Strategies that Support Heterogeneous Platform SoC and MCU
1.1.8 Transmission Modes of Automotive OTA
1.1.9 OTA Update Guarantee Mechanism
1.1.10 Automotive OTA Security Mechanism
1.1.11 Key Technologies of Automotive OTA
1.2 OTA Operation
1.2.1 Automotive OTA Operation Strategy (1)
1.2.2 Automotive OTA Operation Strategy (2)
1.2.3 Automotive OTA Operation Strategy (3)
1.2.4 Automotive OTA Operation Strategy (4)
1.2.5 Automotive OTA Updates and User Channels
1.3 OTA's Role and Challenges
1.3.1 Main Benefits of Automotive OTA (1)
1.3.2 Main Benefits of Automotive OTA (2)
1.3.3 OTA Can Optimize the Development Process of Vehicles
1.3.4 Main Difficulties of Automotive OTA Layout
1.4 OTA Industrial Models
1.4.1 Automotive Software Development Process in OTA Models
1.4.2 Automotive OTA Update Process
1.4.3 Automotive OTA-to-B Business Model
1.4.4 Automotive OTA-to-C Business Model
1.4.5 Automotive OTA Industry Chain Composition
1.4.6 Responsibilities of Automotive OTA Companies
1.4.7 OTA Layout of Major Companies
1.4.8 Models with OTA
1.5 OTA and Other New Automotive Technologies
1.5.1 OTA and EEA (1)
1.5.2 OTA and EEA (2)
1.5.3 OTA and EEA (3)
1.5.4 OTA and EEA (4)
1.5.5 OTA and Automotive Chips
1.5.6 OTA and Automotive Ethernet
1.5.7 OTA and Gateways (1)
1.5.8 OTA and Gateways (2)
1.5.9 Other Requirements for FOTA

2. Status Quo and Development Trends of Automotive OTA
2.1 OTA Standards and Policies
2.1.1 OTA and Related Standards: OTA regulatory policies need to be improved urgently
2.1.2 Global Standards and Regulations about Automotive Cyber Security and Software Updates
2.1.3 UNECE WP.29 Software Update Regulations
2.1.4 UN Regulation 156
2.1.5 Requirements of UN Regulation 156 for Automakers
2.1.6 RX Software Identification Number
2.1.7 Timetable for the Implementation of UN Regulation 156 in Some Countries
2.1.8 Japan’s Automotive OTA Policies
2.1.9 Automotive OTA Update Standards of ISO
2.1.10 Automotive OTA Update Standards of ISO
2.1.11 China’s OTA Policies: OTA recall supervision
2.1.12 China’s OTA Policies: Supplementary Notice on OTA Recall Supervision
2.1.13 China’s OTA Policies: Specific Vehicle Modification Permit System
2.1.14 Vehicle Recalls of Major OEMs due to Software Issues in 2021
2.2 OTA Update History of OEMs
2.2.1 OTA Update Statistics of Major Automakers
2.2.2 OTA Update Statistics of Emerging Automakers
2.2.3 OTA Update Statistics of Independent Brand Automakers
2.2.4 OTA Update Statistics of Foreign and Joint Venture Automakers
2.2.5 Classification of Features via Automotive OTA Updates
2.2.6 Main Features via OTA Updates
2.2.7 Main Features via OTA Updates of Emerging Automakers
2.2.8 Cockpit Features via OTA Updates of Emerging Automakers
2.2.9 Main Features via OTA Updates of Independent Brands
2.2.10 Main Features via OTA Updates of Foreign and Joint Venture Brands
2.2.11 New, Improved and Fixed Features via OTA Updates
2.3 OTA Market Scale
2.3.1 OTA Assembly of Passenger Cars in China, Jan-May 2021
2.3.2 TOP20 Passenger Car Brands in China by OTA Configurations, Jan-May 2021
2.3.3 TOP20 Passenger Car Models in China by OTA Configurations, Jan-May 2021
2.3.4 Automotive OTA Scale in China
2.3.5 Global Automotive OTA Scale
2.4 OTA Development Trends
2.4.1 OTA Development Plans of Major OEMs
2.4.2 OTA Development Plans and Routes of Major Suppliers (1)
2.4.3 OTA Development Plans and Routes of Major Suppliers (2)

3. Automotive OTA Technology Supply and Solutions
3.1 Harman
3.1.1 Profile
3.1.2 OTA Is Part of the Ignite Cloud Platform
3.1.3 OTA Development History
3.1.4 OTA Solutions
3.1.5 OTA Solutions and Latest Features (1)
3.1.6 OTA Solutions and Latest Features (2)
3.1.7 OTA Solutions and Latest Features (3)
3.1.8 OTA Cooperation Modes
3.1.9 OTA Business Dynamics
3.1.10 Application Cases (1)
3.1.11 Application Cases (2)
3.2 Excelfore
3.2.1 Profile
3.2.2 OTA Solutions (1)
3.2.3 OTA Solutions (2)
3.2.4 OTA Solutions (3)
3.2.5 OTA Solutions (4)
3.2.6 OTA Solutions (5)
3.2.7 OTA Solutions (6)
3.2.8 OTA Solutions (7)
3.2.9 OTA Business Dynamics
3.2.10 OTA Application Cases (1)
3.2.11 OTA Application Cases (2)
3.2.12 OTA Application Cases (3)
3.2.13 eSync Alliance
3.2.14 Major Customers
3.3 Airbiquity
3.3.1 Profile
3.3.2 OTA Solutions
3.3.3 New OTA Products
3.3.4 Application Cases (1)
3.3.5 Application Cases (2)
3.3.6 Application Cases (3)
3.3.7 OTA Business Dynamics
3.4 Windriver
3.4.1 Profile
3.4.2 OTA Solutions (1)
3.4.3 OTA Solutions (2)
3.4.4 Dynamics
3.4.5 Application Cases
3.5 ABUP
3.5.1 Profile
3.5.2 Automotive OTA Product Line
3.5.3 Development History
3.5.4 OTA Solutions
3.5.5 Service-oriented (SOA) OTA Solutions
3.5.6 OTA Solutions: Vehicle
3.5.7 OTA Solutions: Cloud
3.5.8 OTA Technology : Difference Algorithm
3.5.9 Other Products (1): DOTA Intelligent Cloud Diagnosis
3.5.10 Other Products (2): Security Architecture
3.5.11 Other Products (3): OTA Test & Verification Mechanism
3.5.12 Customers and Partners (1)
3.5.13 Customers and Partners (2)
3.6 Redstone
3.6.1 Profile
3.6.2 OTA Solutions and Latest Features: FOTA Content and Update Process
3.6.3 OTA Solutions and Latest Features: FOTA Architecture and Remote Vehicle Control Update
3.6.4 Application Cases (1)
3.6.5 Application Cases (2)
3.6.6 Major Customers
3.7 CAROTA
3.7.1 Profile
3.7.2 OTA Solutions
3.7.3 CAROTA IOV OTA
3.7.4 Automotive Remote Intelligent Diagnosis Platform
3.7.5 OTA Solutions
3.7.6 Application Cases (1)
3.7.7 Application Cases (2)
3.7.8 Customers and Partners

4. OTA Business of Tier1 Suppliers
4.1 PATEO
4.1.1 Profile
4.1.2 Business Layout
4.1.3 Basic Telematics Business
4.1.4 Qing Cloud
4.1.5 Qing OTA
4.1.6 Qing OTA Roadmap
4.1.7 Cooperation Dynamics
4.2 Neusoft
4.2.1 OTA Solutions
4.2.2 OTA Security Solutions
4.3 Desay SV
4.3.1 Profile
4.3.2 OTA Solutions: Vehicle OTA Update
4.3.3 Application Cases and OTA Business Dynamics (1)
4.3.4 Application Cases and OTA Business Dynamics (2)
4.4 Banma Information Technology
4.4.1 OTA Dynamics
4.4.2 Development History
4.4.3 Banma SmartDrive 5.0
4.4.4 AliOS Cooperation Modes (1)
4.4.5 AliOS Cooperation Modes (2)
4.5 Joyson Electronics
4.5.1 Profile
4.5.2 OTA Solutions
4.5.3 Layout and Dynamics
4.6 ThunderSoft
4.6.1 OTA Solutions
4.6.2 Features of OTA Products (1)
4.6.3 Features of OTA Products (2)
4.6.4 Application Cases and OTA Business Dynamics
4.7 Bosch
4.7.1 OTA Business Layout
4.7.2 OTA Solutions
4.7.3 Charges of OTA Solutions
4.7.4 FOTA Solutions (1)
4.7.5 FOTA Solutions (2)
4.7.6 OTA Software Update Management Program
4.7.7 Telematics Service Architecture
4.7.8 OTA Security Solutions (1)
4.7.9 OTA Security Solutions (2)
4.7.10 OTA Technology Roadmap
4.7.11 Application Scenarios
4.7.12 Partners and OTA Business Dynamics
4.8 Continental
4.8.1 OTA Layout
4.8.2 OTA Solutions
4.8.3 Remote Analysis Solutions
4.8.4 OTA Security Solutions (1)
4.8.5 OTA Security Solutions (2)
4.8.6 OTA and EB Corbos Product Integration
4.8.7 Application Cases (1)
4.8.8 Application Cases (2)
4.8.9 Partners and Business Dynamics
4.9 Aptiv
4.9.1 OTA Business Layout (1)
4.9.2 OTA Business Layout (2)
4.9.3 OTA Solutions and Customers
4.9.4 Layout of OTA Division
4.9.5 Application Cases (1)
4.9.6 Application Cases (2)
4.9.7 OTA Dynamics
4.10 ZF
4.10.1 OTA Solutions and Partners
4.11 Denso
4.11.1 OTA Solutions and Partners
4.11.2 Cyber Security Layout
4.12 Faurecia
4.12.1 OTA Dynamics (1)
4.12.2 OTA Dynamics (2)
4.12.3 OTA Dynamics (3)
4.12.4 Cyber Security Dynamics

5. OTA Features and Layout of Major Foreign Automakers
5.1 Tesla
5.1.1 Models with OTA and Features of OTA Technology
5.1.2 Main Steps of OTA Updates
5.1.3 OTA Update History: Update Statistics of Different Domains
5.1.4 OTA Update History: OTA Updates in 2012-2020 (1)
5.1.5 OTA Update History: OTA Updates in 2012-2020 (2)
5.1.6 OTA Update History: OTA Updates in 2021
5.1.7 Model Planning
5.1.8 OTA Charging Model
5.2 GM
5.2.1 Models with OTA and Features of OTA Technology
5.2.2 Vehicle OTA Layout: Fuel Models Realize OTA through the Next-generation EEA
5.2.3 OTA Update History
5.2.4 Buick eConnect3.0 OTA Updates
5.2.5 Buick eConnect3.0 OTA Architecture Solution
5.2.6 OTA Development Planning
5.2.7 Partners
5.3 Ford
5.3.1 Models with OTA and Software Update Modes
5.3.2 Features of OTA Technology
5.3.3 OTA Update History
5.3.4 Partners and OTA Development Planning
5.3.5 Blue Oval Intelligence
5.3.6 OTA Operation Scale
5.4 Toyota
5.4.1 Models with OTA
5.4.2 Current Interconnection Services (1)
5.4.3 Current Interconnection Services (2)
5.4.4 OTA Layout: Vehicle Inspection System EDER
5.4.5 OTA Layout
5.4.6 Racing Car OTA Update Services
5.4.7 Operating System Arene with OTA
5.4.8 OTA Partners
5.4.9 MSPF Platform
5.4.10 OTA Applications: e-Palette Platform
5.5 Honda
5.5.1 Models with OTA
5.5.2 Features of OTA Technology
5.5.3 OTA Update History: Currently mainly IVI Repair and Updates
5.6 Hyundai
5.6.1 Models with OTA and Features of OTA Technology: Hyundai
5.6.2 Models with OTA and Features of OTA Technology: Hyundai Kia
5.6.3 OTA Capability
5.6.4 Partners and Cooperation Dynamics
5.6.5 `2025 Strategy` and OTA Plan
5.7 Volkswagen
5.7.1 Models with OTA and OTA Update History
5.7.2 VW.OS Supports FOTA
5.7.3 OTA Layout
5.8 BMW
5.8.1 Features of OTA Technology
5.8.2 Main Models with OTA
5.8.3 Remote Update Process
5.8.4 OTA Update History
5.8.5 Remote Update Examples
5.8.6 OTA Update Plan
5.8.7 Dynamics
5.9 Daimler
5.9.1 Main Models with OTA
5.9.2 OTA Update History
5.9.3 Partners and Development Dynamics
5.10 Volvo
5.10.1 Models with OTA
5.10.2 Connectivity Platform
5.10.3 OTA Applications Examples
5.10.4 OTA Map Updates
5.11 OTA Layout of Major Foreign Automakers

6. OTA Features and Layout of Major Domestic Automakers
6.1 NIO
6.1.1 Models with OTA and Features of OTA Technology
6.1.2 OTA Update History
6.1.3 OTA Technology and Process
6.2 Xpeng
6.2.1 Models with OTA and OTA Features
6.2.2 OTA Update History
6.2.3 Intelligent System Evolution and Planning
6.3 Lixiang
6.3.1 OTA Features
6.3.2 OTA Update History
6.4 WM Motor
6.4.1 Models with OTA and Features of OTA Technology
6.4.2 OTA Update History
6.5 SAIC Passenger Vehicle
6.5.1 Models with OTA and Features of OTA Technology
6.5.2 OTA Update History
6.5.3 OTA Update Process
6.5.4 OTA Technology Layout: DOTA
6.6 Geely
6.6.1 Models with OTA
6.6.2 OTA Update History
6.6.3 OTA Update Process
6.6.4 Fuel Vehicles with OTA
6.7 GAC Motor
6.7.1 Models with OTA and Features of OTA Technology
6.7.2 OTA Update Process
6.7.3 OTA Update History
6.7.4 OTA Cooperation Dynamics and Development Planning
6.8 Changan Automobile
6.8.1 Models with OTA and Features of OTA Technology
6.8.2 OTA Update Process
6.8.3 OTA Update History
6.8.4 OTA Layout and Planning
6.8.5 Cloud Digital Platform
6.8.6 Development Planning
6.9 BYD
6.9.1 Models with OTA and Features of OTA Technology
6.9.2 OTA Update History
6.9.3 OTA Update Examples
6.9.4 Partners and Development Planning
6.10 BAIC BJEV
6.10.1 Models with OTA and Features of OTA Technology
6.10.2 OTA Update History
6.10.3 Partners and Development Planning
6.11 FAW
6.11.1 Models with OTA and OTA Features
6.11.2 OTA Update History (1)
6.11.3 OTA Update History (2)
6.11.4 OTA Update History of Hongqi
6.11.5 OTA Partners
6.12 Great Wall Motor
6.12.1 Models with OTA and OTA Features
6.12.2 OTA Update History
6.12.3 Partners and Development Planning
6.13 Dongfeng Motor
6.14 Chery
6.14.1 Models with OTA and Features of OTA Technology
6.14.2 OTA Update History
6.14.3 OTA Development Planning
6.15 OTA Layout of Major Chinese Automakers (1)
6.16 OTA Layout of Major Chinese Automakers (2)

Note: Product cover images may vary from those shown
  • Harman
  • Excelfore
  • Airbiquity
  • Windriver
  • ABUP
  • Redstone
  • CAROTA
  • PATEO
  • Neusoft
  • Desay SV
  • Banma Information Technology
  • Joyson Electronics
  • ThunderSoft
  • Bosch
  • Continental
  • Aptiv
  • ZF
  • Denso
  • Faurecia
  • Tesla
  • GM
  • Ford
  • Toyota
  • Honda
  • Hyundai
  • Volkswagen
  • BMW
  • Daimler
  • Volvo
  • NIO
  • Xpeng
  • Lixiang
  • WM Motor
  • SAIC Passenger Vehicle
  • Geely
  • GAC Motor
  • Changan Automobile
  • BYD
  • BAIC BJEV
  • FAW
  • Great Wall Motor
  • Dongfeng Motor
  • Chery
Note: Product cover images may vary from those shown

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