1、November 2022座舱网联空中升级助力车厂形成市场竞争力长期实现未来数字化服务营收李凡妮首席分析师智能汽车时代座舱网联趋势展望21.网联整体趋势市场规模：联网车，可空中升级车辆技术演进：带宽演进，车联网应用2.座舱系统发展趋势消费者调研报告屏幕演进趋势车载抬头显示预测座舱功能：导航,语音座舱生态3.空中升级电子电器架构演进软件定义汽车空中升级预测4.未来商业模式车载功能付费，车联网服务车联网以及空中升级3全球存量网联车分析联网成为新车标配存量车网联车网联期限空中升级2021202814.2亿*16.2亿*Source:S&P Global(IHS Markit)CVIO OTA for

2、ecast updated in September 2022*VIO figures are derived from S&P Global aftermarket auto tech insight4全球存量网联车分析联网成为新车标配存量车网联车网联期限空中升级2021202814.2亿*16.2亿*2.7亿7.9亿（2.9x）Source:S&P Global(IHS Markit)CVIO OTA forecast updated in September 2022*VIO figures are derived from S&P Global aftermarket auto tec

3、h insight*Connected cars are the cumulative sum of telematics forecast from 2017 5全球存量网联车分析联网成为新车标配存量车网联车网联期限空中升级2021202814.2亿*16.2亿*2.1亿5.4亿2.7亿7.9亿Source:S&P Global(IHS Markit)CVIO OTA forecast updated in September 2022*VIO figures are derived from S&P Global aftermarket auto tech insight*Connecte

4、d cars are the cumulative sum of telematics forecast from 2017 6全球存量网联车分析联网成为新车标配存量车网联车网联期限空中升级20212028Source:S&P Global(IHS Markit)CVIO OTA forecast updated in September 202214.2亿*16.2亿*2.1亿5.4亿9800万4.5亿(4.6x)2.7亿7.9亿*VIO figures are derived from S&P Global aftermarket auto tech insight*Connected c

5、ars are the cumulative sum of telematics forecast from 2017 7中国市场车联网预测8中国网联车预测Source:S&P Global Mobility,Sales Telematics Forecast,2022 2022 S&P Global中国市场车联网带宽预测9中国市场网联车销量预测（百万台）Source:S&P Global Mobility,Sales Telematics Forecast,2022 2022 S&P Global联网带宽的演进同时推动新型车联网服务应用落地1020242018First-generation

6、connected-carservices(based on embedded TCU)Second-generationconnected-carservices(embedded/CE device,hybrid system)Third-generation connected-car services(hybrid system with V2X)2G 3G 4G 4G LTE4G+/5GVehicle management(information,temperature,localization)Remote controls functionsEmergency call/Brea