Automotive Cloud Service Platform Industry Report, 2020
  • Nov.2020
  • Hard Copy
  • USD $3,400
  • Pages:125
  • Single User License
    (PDF Unprintable)       
  • USD $3,200
  • Code: THC003
  • Enterprise-wide License
    (PDF Printable & Editable)       
  • USD $4,800
  • Hard Copy + Single User License
  • USD $3,600
      

Cloud service platform (cloud platform for short) can be interpreted as a scalable platform delivering basic services, middleware, data services, and software services to users over the Internet. Cloud platform is divided into: IaaS (Infrastructure as a Service), PaaS (Platform-as-a-Service), and SaaS (Software-as-a-Service). It is also classified into public cloud, private cloud and hybrid cloud types.

The public cloud platforms incorporate AWS, Microsoft Azure, Alibaba Cloud, Tencent Cloud, Huawei Cloud and Baidu Cloud. There are a large number of private cloud platform providers such as open-source Openstack and varying Openstack-based platforms. Non-open source providers include VMware, Zstack, etc. 

Vehicle, infrastructure, cloud and network are crucial elements of cooperative vehicle infrastructure system (CVIS) industry chain. This report highlights the “cloud” link, with emphasis on OEM-centric automotive cloud platform services. With supplier’s cloud platforms as a foundation, OEMs build their own cloud platforms such as marketing & after-sale cloud platform, manufacturing & supply chain cloud platform, telematics cloud platform, autonomous driving cloud platform, simulation cloud platform and HD map cloud platform. 

云服务1_副本.png

云服务2_副本.png

Viewed from the tables above, AWS, Microsoft Azure, Alibaba Cloud, and Tencent Cloud are the first choice of OEMs and Tier1 suppliers. Huawei Cloud and Baidu Cloud are the rising stars. Of both top ten OEMs and top ten Tier1 suppliers that once adopted Amazon Web Services (AWS), more turn to Microsoft Azure as Amazon starts developing and testing autonomous vehicles.

Quite a few OEMs stand on more than one cloud platforms. For instance, Volkswagen Automotive Cloud (vehicles, customers and services) uses Microsoft’s technology, while Volkswagen Industrial Cloud (manufacturing and supply chain management) utilizes Amazon’s.

Telematics cloud platform is among the first automotive cloud platforms already in wide use. In 2017, Microsoft released the Microsoft Connected Vehicle Platform (MCVP), an Azure-based connected automotive platform which has won support from many Tier1 suppliers. The automotive cloud service platform Huawei introduced in 2020 defines more features otherwise: autonomous driving, HD map, battery safety, OTA, V2X and “three powers” (motor, battery and ECU).

云服务3_副本.png

From above it can be clearly seen that IT giants post handsome cloud platform revenues at astounding growth rates, amid the booming demand from automotive sector for cloud services, which is fueled by the following:

(1) Enhancement of automaker’s production management, marketing activities and internal management, and digital revolution and synergy of related industry chains.

(2) Digitalization of the process of automakers’ development, design, test, and validation of software and hardware, and remote R&D teams’ cloud synergy and cloud-based simulation (such as cloud service for firmware simulation).

(3) Digitalization and CASE (Connected, Autonomous, Shared, and Electrified) of automotive products. This means software-defined vehicles, capabilities (e.g., connectivity, navigation, parking, entertainment and payment), and transition from a functional vehicle into an intelligent one cannot be achieved without the support of digitalized process and tools, and cloud services.

(4) Building of the telematics platform for automakers, and the connection, service and operation platform among the four -- car users, automotive products, Internet digital ecosystems, and automakers and their industry chains, providing real-time online mobile interconnected third-space services such as navigation, entertainment and payment, for better user driving experience.

(5) As ADAS/AD gains popularity and gets updated, AVs will generate 4TB data per day, which prompts a surging demand for cloud platform space.

云服务4.png

So BAT and Huawei lavish on automotive cloud platform involving operating system, simulation system, telematics system, autonomous driving software, and creation of software and application service ecosystem, considering it is the biggest source of their revenues after all.

OEMs always want to take hold of vehicle data. Currently, leading cloud platform solutions have reserved data ownership of OEMs. For instance, AWS platform retains full ownership of data, while providing functions like machine learning, and special solutions for connectivity and AVs to help OEMs freely create unique brand experience.

Quite a few OEMs set up their own cloud platform subsidiaries and big data centers. Take SAIC Cloud Computing Center as an example. The facility had a 6 or 7-person team, one data center and 5 or 6 cabinets at start and provided just basic cloud storage and IaaS environment. After evolution into Shanghai FinShine Technology Co., Ltd. in 2017, it now boasts a team with 150 talents, three data centers (Shanghai, Nanjing and Zhengzhou) and hundreds of cabinets, and adds software and platform services such as SaaS and PaaS. Up to now the company has owned more than 4,000 cloud hosts, over 10,000 virtual machines or containers, and 30PB storage space.

Companies like SAIC investing heavily in cloud platform still need help from IT tycoons. For example, in 2018, Alibaba Cloud and SAIC together released a hybrid cloud computing service platform for automotive R&D simulation: SSCC (SAIC Simulation Computing Cloud). 

To reduce unit costs, IT giants not only build large-scale cloud platforms, but also enable AI algorithms and sundry tool chains and independently develop AI chips. Baidu Cloud, for example, has been a leader in autonomous driving cloud platform field by resorting to competitive DuerOS, Carlife, simulation platform, HD map, autonomous driving algorithms and Kunlun AI chip. OEM’s cloud platform business cannot live without the help of IT firms.

Terms and Definitions

1. Automotive Cloud Service Platform Industry
1.1 Definition
1.2 Status Quo
1.3 Cloud Platform Providers of Major Automakers and Tier1 Suppliers
1.4 Telematics and Autonomous Driving Help Cloud Platform Boom
1.5 Significance of Digitalization & Cloud Platform to OEMs
1.6 Private Cloud + Public Cloud

2. Automotive Cloud Service Platform Suppliers
2.1 Huawei
2.1.1 Intelligent Vehicle Cloud Platform
2.1.2 Autonomous Driving Cloud Platform
2.1.3 HD Map Cloud Platform
2.1.4 Telematics Cloud Platform
2.1.5 V2X Cloud Platform
2.1.6 “Three Powers” Cloud Services
2.1.7 Cloud Platform Client Cases
2.2 Baidu
2.2.1 Overview of Apollo Cloud Platform
2.2.2 Apollo Intelligent Vehicle Cloud Solution
2.2.3 Baidu Cloud and PATEO Telematics
2.2.4 Baidu 5G Cloud-enabled Remote Smart Cockpit
2.3 Alibaba
2.3.1 Intelligent Vehicle Cloud Platform
2.3.2 Features of Intelligent Vehicle Cloud Platform
2.3.3 Application Cases of Alibaba Cloud Platform
2.4 Tencent
2.4.1 Tencent Cloud
2.4.2 Telematics Cloud
2.4.3 Autonomous Driving Cloud
2.4.4 Automotive Industry Data Center Platform
2.4.5 Mobility Service Cloud
2.4.6 Typical Clients of Tencent Cloud
2.5 AWS
2.5.1 Automotive Cloud Platform
2.5.2 Merits of Cloud Platform
2.5.3 Connected Vehicle Solutions
2.5.4 Automaker Customers
2.5.5 Client Application Cases
2.6 Microsoft Azure
2.6.1 Azure Vehicle Cloud Service Platform
2.6.2 MCVP
2.6.3 Ericsson CVC
2.6.4 Cooperation Cases with Other Companies

3. Cloud Service Layout of Foreign OEMs
3.1 Daimler/Mercedes-Benz
3.1.1 Daimler Cloud Platform
3.1.2 Mercedes-Benz Market-Oriented Cloud Platform
3.2 BMW
3.2.1 BMW Digital Layout
3.2.2 Cooperation between BMW and Microsoft Azure Cloud
3.2.3 Key Cloud Platform Partnerships of BMW in China
3.2.4 Localized Cloud Platform Services Provided by BMW in China
3.2.5 Cooperation Dynamics of BMW Cloud Platform, 2019-2020
3.3 VW
3.3.1 VW Digital Strategy
3.3.2 Invest in Digital Enterprises
3.3.3 VW Cloud Platform Strategy
3.3.4 Cooperation between VW and Microsoft Azure
3.3.5 Cooperation between VW and AWS
3.4 Volvo
3.4.1 Volvo Cloud Platform
3.4.2 Cooperation Dynamics of Volvo Cloud Service Platform
3.5 Ford
3.5.1 Development of Ford Cloud Platform
3.5.2 Transportation Mobility Cloud (TMC) and Cooperation
3.5.3 TMC Partners
3.6 Toyota
3.6.1 Toyota Connected
3.6.2 Toyota Cloud Service Platform
3.7 SAIC-GM
3.7.1 Cloud Platform Solution
3.7.2 Cloud Service Strategy
3.8 Other Global Automakers
3.8.1 Renault–Nissan–Mitsubishi Cloud Platform
3.8.2 Dongfeng Honda Cloud Platform

4. Cloud Service Platform Layout of Chinese OEMs
4.1 SAIC
4.1.1 Cloud Service Layout
4.1.2 Shanghai FinShine Technology Co., Ltd.
4.1.3 Development Course of SAIC Cloud Computing Center
4.1.4 Six Major Cloud Service Systems
4.1.5 Cloud Service Capacity of SAIC Cloud Computing Center
4.1.6 Digitalization and Product Route of SAIC Cloud Service
4.1.7 Cooperation between SAIC and Alibaba Cloud
4.2 FAW
4.2.1 Digital Transformation Strategy and Cooperation
4.2.2 Cloud Service Deployment
4.2.3 Basic IT-based Cloud Platform
4.2.4 Cloud Management Platform
4.3 Dongfeng Motor
4.3.1 Private Cloud
4.3.2 New Energy Vehicle Cloud
4.3.3 Connection of Private Cloud with Public Cloud
4.4 BAIC
4.4.1 Cloud Platform Layout
4.4.2 Establishment of Cloud Platform and Big Data Subsidiary
4.4.3 BAIC Commences Digital Transformation
4.5 GAC
4.5.1 ADiGO System
4.5.2 Cooperation between GAC and Tencent Cloud
4.5.3 Cooperation with Huawei
4.6 Changan Automobile
4.6.1 Development Course of Changan Cloud Service
4.6.2 Partners in Cloud Service Field
4.6.3 Marketing-Oriented Changan Cloud Store
4.7 Great Wall Motor
4.7.1 Digitalization and Smart Ecosystem Strategy
4.7.2 Cooperation with Tencent Cloud Platform
4.7.3 Cooperation with Huawei
4.7.4 One-stop Data Application Platform
4.8 Geely
4.8.1 GKUI19 and Cloud
4.8.2 IT-based Cloud Transformation
4.8.3 Partners of Geely Cloud Platform
4.9 BYD
4.9.1 DiLink and Di Cloud
4.9.2 Overview of Di Cloud
4.9.3 Global Core Data Center Construction Project
4.10 NIO
4.10.1 Overview of NIO Power Cloud
4.10.2 Features of Power Cloud
4.11 Xiaopeng Motors
4.11.1 Automotive Cloud Platform
4.11.2 Partners of Automotive Cloud Platform
 

Autonomous Driving SoC Research Report, 2024

Autonomous driving SoC research: for passenger cars in the price range of RMB100,000-200,000, a range of 50-100T high-compute SoCs will be mass-produced.   According to ResearchInChina’s sta...

Automotive Cockpit Domain Controller Research Report, 2024

Research on cockpit domain controller: Facing x86 AI PC, multi-domain computing, and domestic substitution, how can cockpit domain control differentiate and compete?  X86 architecture VS ARM ar...

Chinese OEMs (Passenger Car) Going Overseas Report, 2024--Germany

Keywords of Chinese OEMs going to Germany: electric vehicles, cost performance, intelligence, ecological construction, localization The European Union's temporary tariffs on electric vehicles in Chi...

Analysis on DJI Automotive’s Autonomous Driving Business, 2024

Research on DJI Automotive: lead the NOA market by virtue of unique technology route. In 2016, DJI Automotive’s internal technicians installed a set of stereo sensors + vision fusion positioning syst...

BYD’s Layout in Electrification, Connectivity, Intelligence and Sharing and Strategy Analysis Report, 2023-2024

Insight: BYD deploys vehicle-mounted drones, and the autonomous driving charging robot market is expected to boom. BYD and Dongfeng M-Hero make cross-border layout of drones.  In recent years,...

Great Wall Motor’s Layout in Electrification, Connectivity, Intelligence and Sharing and Strategy Analysis Report, 2023-2024

Great Wall Motor (GWM) benchmarks IT giants and accelerates “Process and Digital Transformation”. In 2022, Great Wall Motor (GWM) hoped to use Haval H6's huge user base to achieve new energy transfo...

Cockpit AI Agent Research Report, 2024

Cockpit AI Agent: Autonomous scenario creation becomes the first step to personalize cockpits In AI Foundation Models’ Impacts on Vehicle Intelligent Design and Development Research Report, 2024, Res...

Leading Chinese Intelligent Cockpit Tier 1 Supplier Research Report, 2024

Cockpit Tier1 Research: Comprehensively build a cockpit product matrix centered on users' hearing, speaking, seeing, writing and feeling. ResearchInChina released Leading Chinese Intelligent Cockpit ...

Global and China Automotive Wireless Communication Module Market Report, 2024

Communication module and 5G research: 5G module installation rate reaches new high, 5G-A promotes vehicle application acceleration 5G automotive communication market has exploded, and 5G FWA is evolv...

ADAS and Autonomous Driving Tier 1 Suppliers Research Report, 2024 – Chinese Companies

ADAS Tier1s Research: Suppliers enter intense competition while exploring new businesses such as robotics In China's intelligent driving market, L2 era is dominated by foreign suppliers. Entering era...

Automotive Gateway Industry Report, 2024

Automotive gateway research: 10BASE-T1S and CAN-XL will bring more flexible gateway deployment solutions ResearchInChina released "Automotive Gateway Industry Report, 2024", analyzing and researching...

Global and China Electronic Rearview Mirror Industry Report, 2024

Research on electronic rearview mirrors: electronic internal rearview mirrors are growing rapidly, and electronic external rearview mirrors are facing growing pains ResearchInChina released "Global a...

Next-generation Zonal Communication Network Topology and Chip Industry Research Report, 2024

The in-vehicle communication architecture plays a connecting role in automotive E/E architecture. With the evolution of automotive E/E architecture, in-vehicle communication technology is also develop...

Autonomous Delivery Industry Research Report, 2024

Autonomous Delivery Research: Foundation Models Promote the Normal Application of Autonomous Delivery in Multiple Scenarios Autonomous Delivery Industry Research Report, 2024 released by ResearchInCh...

Global Autonomous Driving Policies & Regulations and Automotive Market Access Research Report, 2024

Intelligent driving regulations and vehicles going overseas: research on regional markets around the world and access strategies.    "Going out”: discussion about regional markets aroun...

China Passenger Car HUD Industry Report, 2024

HUD research: AR-HUD accounted for 21.1%; LBS and optical waveguide solutions are about to be mass-produced.  The automotive head-up display system (HUD) uses the principle of optics to display s...

Ecological Domain and Automotive Hardware Expansion Research Report, 2024

Automotive Ecological Domain Research: How Will OEM Ecology and Peripheral Hardware Develop? Ecological Domain and Automotive Hardware Expansion Research Report, 2024 released by ResearchInChina ...

C-V2X and CVIS Industry Research Report, 2024

C-V2X and CVIS Research: In 2023, the OEM scale will exceed 270,000 units, and large-scale verification will start.The pilot application of "vehicle-road-cloud integration” commenced, and C-V2X entere...

2005- www.researchinchina.com All Rights Reserved 京ICP备05069564号-1 京公网安备1101054484号