Automotive Telematics Service Provider (TSP) Research Report, 2026

Description

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.

Product Code: YSJ135

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

3 Telematics Connectivity Services

3.1 Telematics Card Market
Overview
eSIM Card Application Scenarios in Telematics
eSIM Card Industry Chain
eSIM Services of China Telecom, China Mobile and China Unicom
eSIM Helps Vehicles Go Overseas
3.2 Virtual Operators
Overview
Advantages
Status Quo of Chinese Virtual Network Operators
Breakthrough Path for Chinese Virtual Network Operators
3.3 eSIM and Vehicle Connectivity Service Providers
eSIM and Vehicle Connectivity Service Provider 1
eSIM and Vehicle Connectivity Service Provider 2
eSIM and Vehicle Connectivity Service Provider 7
eSIM and Vehicle Connectivity Service Provider 8
3.4 Trends of eSIM and Vehicle Connectivity Services
Trends (1)
Trends (5)

4 TSP Competitive Landscape and Development Trends

4.1 Competitive Landscape
Overview
Business Layout
TSP Business Layout (1)
TSP Business Layout (2)
TSP Business Layout (3)
TSP Business Layout (4)
4.2 Comparison between Various TSP Platforms
Comparison between OEM-Led Service Platforms
Comparison between Internet-Backed Service Platforms
Comparison between Telecom Operator Service Platforms
Comparison between ICT-Backed Service Platforms
4.3 TSP Data Value
TSP Data Value and Business Models (1)
TSP Data Value and Business Models (2)
TSP Data Value and Business Models (3)
4.4 Overseas Strategy for TSP Platforms
Neusoft's Overseas Strategy
PATEO CONNECT+'s Overseas Strategy
Ecarx's Overseas Strategy
Huawei's Overseas Strategy
Tencent Cloud's Overseas Strategy
4.5 Development Trends of TSP
Trend 1
Trend 2
Trend 3
Trend 4
Trend 10
Trend 11
Trend 12
Trend 13

5 Telematics Service Providers (TSPs)

5.1 ECARX
Profile
Revenue
Overseas Business
TSP Business Layout
Operating System - Meizu's Flyme OS Business
Basic Capabilities
Basic Capabilities - Computing Platform
Basic Capabilities - Cross-Domain Software Platform
Basic Capabilities - Multi-Domain Computing Platform
Basic Capabilities - AutoGPT
Main Customers
5.2 TINNOVE
Profile
TSP Business Layout
Operating System - TTi OS 1.0
Operating System - TTi OS 2.0
Operating System - TTi OS 3.0
Operating System - TTi OS 4.0
5.3 Hynex
Profile
TSP Business Layout
Operating System - Honda Connect 3.0
Operating System - Honda Connect 4.0
Main Customers
5.4 Baidu Apollo
TSP Business Layout
IVI-Phone Interconnection Business
Navigation & Mobility Business
Vehicle-Home Interconnection Solution
TSP Ecosystem
Basic Capabilities - Operating System
Basic Capabilities - End-to-End AI Cockpit Agent
Basic Capabilities - Ernie Bot
Basic Capabilities - Smart Cockpit Foundation Models
Cooperation
TSP Services Based on Cloud Platform
Overseas TSP
5.5 Tencent Auto Intelligence (TAI)
TSP Business Layout
TSP Ecosystem - Tencent Applet & Tencent WeScenario
TSP Ecosystem - In-vehicle WeChat
TSP Solutions
TSP Solution - TAI 6.0
Infotainment Services
Navigation and Mobility Services
IVI Games
Vehicle-Cloud Business
TSP Platform
TSP Compliance Services
TSP Data Platform
AI Manual
Cooperation
TSP Ecosystem Resources
Overseas Business
5.6 Banma Intelligence
Profile
TSP Business Layout
Strategic Positioning
Revenue
Customers
Basic Capabilities - Operating System
Basic Capabilities - Auto Omni (Full-Modal Edge Foundation Model)
Basic Capabilities - AI Solution
Hardware - AI BOX
Yan AI's Major Customers
Remote Diagnostic Services
Business Model
5.7 PATEO CONNECT+
TSP Service Capabilities
Operating system
Navigation and Mobility Services
Data Services
Big Data Platform
Basic Software
TSP Services Based on Cloud Platform
Cloud Service Platform Cooperation Cases
TSP Service Features
Foundation-model-based TSP
TSP Ecosystem
Major Customers
Cooperation
Overseas Business
5.8 China Mobile
TSP Service Capabilities
TSP Service System
Navigation and Mobility Services
Infotainment Services
Value-added Operation Services
Overseas Business
5.9 China Unicom Smart Connection Technology
Profile
TSP Product System
TSP Service Capabilities
TSP Services
Data Services
Intelligent Diagnostic Services
TSP Cooperation Cases
Partners
5.10 E SURFING IOT
TSP Service Capabilities
TSP Architecture
Cloud Platform
Operation and Maintenance Services
Telematics Connectivity Services
eSIM Services
Overseas Business
5.11 Huawei
TSP Business Layout
Basic Capabilities - Smart Cockpit Solution
Basic Capabilities - HOS
Basic Capabilities - HarmonySpace 6
IVI-Phone interconnection - HiCar
Navigation and Mobility Services
TSP Ecosystem
Telematics Connectivity Services
Remote Vehicle Control Services
Intelligent Diagnostic Products
Cloud Services
Overseas Business Solutions
5.12 OPPO
Telematics Business
IVI-phone interconnection
Remote Services
Basic TSP Software
Major Customers
Cooperation
5.13 VIVO
Telematics Business
IVI-Phone Interconnection - Jovi InCar
IVI-Phone Interconnection - Functional Evolution
IVI-Phone Interconnection - Jovi InCar 6.0
TSP Technology Overview
Key TSP Technologies
Ecosystem Resources
Cooperation
5.14 ByteDance
Telematics Business
Automotive Industry Solutions
Automotive Cloud Business
Automotive AI Solution
TSP Ecosystem
Customers
Overseas Business
5.15 NavInfo
Profile
TSP Business Layout
Navigation Map Services
Basic TSP Software
Infotainment Services
AI Agent Super Assistant
Passenger Car Telematics Services
OTA Services
Map Services
Cooperation
Overseas Services
Ecosystem Partners
5.16 BICV
Development History
TSP Business Layout
TSP Platform
Operation and Maintenance Services
Ecosystem Partners & Customers
Hardware - AI BOX
Satellite Communication and Navigation Products
Cockpit-Driving/Cockpit-Connectivity Integration Solutions
Partners
5.17 Shenzhen Soling Industrial Co., Ltd.
Business Layout
Main Products
Research Directions of Each Business Unit
Cloud Platform
Operation and Maintenance Services
Partners
Overseas Business
5.18 Beijing Yesway Connect Service
TSP Business Layout
TSP Product 1
TSP Product 2
TSP Product 3
Cloud Platform
Operation and Maintenance Services
Partners and Customers
5.19 Ecar Telematics
Profile
TSP Business Layout
Emergency Rescue Services
Operation and Maintenance Services
Customers
Overseas Business 1
Overseas Business 2
Overseas Business 3
Overseas Business 4
5.20 MXNAVI
Business Overview
Navigation Services
TSP
Automotive System
Internet Mobility
Partners
Cooperation Cases
5.21 Lenovo Connect
Business Overview
TSP Product 1
TSP Product 2
Partners
5.22 Cihon Technology
Business Overview
TSP Service 1
TSP Service 2
TSP Service 3
TSP Service 4
Features of the Intelligent Diagnostic Platform
Customers
5.23 One IOT World
Business Overview
TSP Services
Partners
5.24 YOOCAR
Main Business
Connection Management Services
eSIM Card Business
Telematics Ecosystem Operation and Management Services
Major Customers
Overseas Business
Overseas Partners