Core Viewpoint - The article discusses the evolution and challenges of the automotive OTA (Over-The-Air) market in China, highlighting the impact of regulatory changes and the competitive landscape among domestic and joint venture brands [4][33]. Group 1: Market Dynamics - In early 2025, the OTA market experienced explosive growth with a peak of 54 version releases in a month, signaling a new era for smart vehicles [5]. - However, regulatory measures from the Ministry of Industry and Information Technology and the State Administration for Market Regulation led to a noticeable decline in OTA frequency in February and March 2025 [8][12]. - By May 2025, the OTA frequency rebounded, with a total of 264 version releases covering 60 brands and 183 models in the first half of the year [8][12]. Group 2: Structural Challenges - The OTA industry faces three structural contradictions: the mismatch between hardware capabilities and software development, the increasing consumer demand for updates, and the regulatory constraints on upgrade processes [12][15][16]. - The new regulations categorize OTA upgrades based on their impact on core technical parameters, requiring different levels of approval for various types of upgrades [15]. Group 3: Brand Performance - Domestic brands continue to lead the OTA market, with companies like Chery, Geely, and Li Auto making significant advancements in smart features and user experience [20][22][25][27]. - Joint venture brands are rapidly catching up, indicating a more intense competitive environment in the second half of 2025 [16][33]. Group 4: Future Trends - The article predicts that AI-driven agile iterations will become mainstream, with a focus on voice interaction and scenario-based services [29][31]. - The integration of hardware and software upgrades is expected to extend the lifecycle of older models, enhancing their value [32]. - The construction of a seamless "car-person-home" experience is anticipated to be a key focus for leading brands [30][31].