TSP research: the coverage of TSPs has spread from IVI, cockpits to vehicles.
With the emergence of Internet of Vehicles, telematics service providers (TSPs) take on the roles of operation platforms, service platforms, cloud platforms and data platforms, and provide services such as call centers, navigation and positioning, audio-visual entertainment, vehicle monitoring, remote upgrade and information security. Influenced by the concept of intelligent cockpits, automotive functions are being redefined. TSP have been constantly enriching their services, and expanding the coverage.
1. From the perspective of service scope, TSPs gradually expand their coverage along the path of "IVI → cockpits → vehicles"
Advances in technologies such as cockpit-driving integration and central computing platforms have made the demand for ecological expansion in the vehicle rigid. TSPs' business scope is spreading from automotive OS to cockpit OS and vehicle OS.
For example, Banma SmartDrive has made a definite three-step plan for its AliOS. From 2015 to 2020, it should realize customization based on layered decoupling and develop intelligent automotive OS. From 2020 to 2022, it should build intelligent cockpit OS based on the heterogeneous distributed fusion architecture. From 2022 to 2024, it should accomplish intelligent vehicle OS based on the time-sharing multi-core heterogeneous distributed fusion architecture.

2. From the perspective of business model, TSPs led by OEMs are seeking business independence.
ECARX, a TSP invested by Geely, has contributed significantly to the construction and operation of Geely's IVI system. It has not only helped Geely upgrade G-NetLink to GKUI, but also achieved interoperability with popular ecosystems such as Tencent, Baidu and Alipay by building a unified account system. It has developed Galaxy OS and Galaxy OS Air, the next-generation intelligent cockpit systems, with Visteon and Qualcomm, enabling multi-screen interaction (clusters, center consoles, co-driver screens, AR-HUD), multi-domain integration (power domain, chassis domain and body domain) as well as more natural human-computer interaction.
As of the first half of 2022, ECARX’s TSP solution had landed in 3.2 million vehicles, mainly in Geely's 12 brands. In May 2022, ECARX hoped to upgrade the enterprise image and expand the market through the listing on NASDAQ. The focus of market expansion transfers from Geely to third-party suppliers. According to the plan, third-party automakers will contribute about 24% to the revenue of ECARX in 2024.


3. From the perspective of ecological content, cross-terminal information flow will infinitely broaden the service boundary.
ICT suppliers represented by Huawei are committed to transplanting the mobile phone ecology into vehicles in the field of TSP, with the "flow" of information as the highlight.
Huawei HarmonyOS is a future-oriented distributed intelligent operating system for all scenarios. In the form of building the underlying operating system, it organically links people, equipment and scenarios through a super virtual terminal, connects with applications via communication, and extends the advantages of mobile phones to IVI and other peripheral devices.

The Pantanal system released by OPPO is grafted to different operating systems in the form of middleware to enable seamless service flow across brands, systems and devices.

Automotive Microcontroller Unit (MCU) and Application Scenario Research Report, 2026
Automotive MCU Research: Increased demand for redundant security drives ASIL D-compliant MCU shipments to exceed 100 million units
In a vehicle EEA, MCUs are widely distributed in various functional ...
China Intelligent Cockpit Patent Analysis Report, 2026
Intelligent Cockpit Patent Research: Cockpit AI, In?vehicle Health, and Infotainment Are Upgrade to Scenario?based and Proactive Functions
From a patent perspective, this report explores the cutting?...
Research Report on Application of VLA Large Model in Automobiles and Robots, 2026
Research on Automotive and Robot VLA: Hybrid Architectures Become Mainstream, VLA Integrates with General World Models, and Reinforcement Learning Serves as Core Engine
Vision?Language?Action (VLA) m...
China Charging Infrastructure (Supercharging, Battery Swapping, V2G, etc.) and High-Performance Supercharging Battery Research Report, 2026
Charging and battery swapping research: as 5C+ supercharging vehicle models go into mass production, the pace of OEMs self-building supercharging networks quickens
800-1000V high-voltage platforms ar...
China Passenger Car Electronic Controlled Suspension Industry Report, 2026
Electronic Controlled Suspension Industry Research: As the First Year of Full Active Suspension Unfolds, Three Technical Routes Race Forward
1. Penetration Rate Surges Three Times, and Electronic Con...
Intelligent Driving SoC Research Report, 2026
Research on Intelligent Driving SoCs: Competition Focus Shifts to L3/L4 Embedded Hardware, and Computing Power of Flagship Vehicle Models Exceeds 1,000 TOPS
In terms of intelligent driving system in...
Automotive AI Large Model Technology Research Report, 2026
Automotive AI Large Model Research: Competition Shifts from "Who Has the Stronger Model" to "Who Boasts Higher Link Efficiency"
ResearchInChina released the Automotive AI Large Model Technology Resea...
Intelligent Vehicle Cockpit Domain Controller Research Report, 2026
Cockpit domain controller research: L3 AIDV intelligent cockpit domain controllers are entering a boom period
Driven by multiple factors such as the continuous evolution of the automotive central int...
Automotive Acoustic System (Audio, Multi-Channel) Industry Report, 2026
Automotive Acoustics Research: Multiple Channels, AI Tuning, and Self-Developed Algorithms Drive the Transformation of High-End Cockpit Sound Fields
I. Automotive Audio Hardware Solutions with 6–9 S...
Autonomous Driving Sensor Chip Research Report, 2026
Research on Autonomous Driving Sensor Chips: Deeply Perceiving the Physical World, Sensor Chips Are Playing A “Leading Role” in Intelligence
In 2026, the autonomous driving sensor chip industr...
Passenger Car Corner Module and Wheel‑Side Control System Research Report, 2026
Wheel-side control research: the “last mile” chassis innovation
Wheel-side control dismantles the traditional drive, braking, steering, and suspension control of the chassis from a "centralized" styl...
Embodied Artificial Intelligence (& Humanoid Robot) MCU Research Report, 2026
Research on Humanoid Robot MCUs: Evolution from General-Purpose Control to High-Value Dedicated Chip Solutions Integrated with Edge AI Functions
MCU (Microcontroller Unit) refers to a compact integra...
Intelligent Vehicle Zone Control Unit (ZCU) Research Report, 2026
ZCU Research: Cross-domain integrated ZCUs are becoming the edge computing nodes of the next-generation zonal architecture
Currently, the mainstream zonal architecture is mainly the quasi-central + z...
Automotive Cybersecurity and Data Security Research Report, 2026
Cybersecurity & Data Security Research: Intelligent Connected Vehicles Enter the Era of “Systematic Offense-Defense and AI-Defined Security”.
Centering on the panorama of intelligent connect...
Report on Breakthrough Strategies of OEMs and ADAS Tier 1 Suppliers for Overseas Layout of Intelligent Driving, 2026
Regulatory Breakthrough, Local System Establishment, OEMs Competing for NOA Layout: Overall Trends of China’s Intelligent Driving Overseas Layout in 2026
Research on overseas intelligent driving layo...
OEMs and Tier1s’ Intelligent Cockpit Platform (Hardware and Software) Innovation Strategy Research Report, 2026
Intelligent Cockpit Platform Research: multi-dimensional cockpit system architecture reconstruction for multi-agent collaboration and proactive intelligent services
The intelligent cockpit software s...
Automotive AIOS Research Report, 2026
Automotive AIOS Research: Mass Production Solutions Are Implemented
Mass Production Solutions Are Implemented on A Small Scale.
In 2026, AIOS starts small-scale implementation, helping to improve v...
Automotive Telematics Service Provider (TSP) Research Report, 2026
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, connectin...