Core Insights - HERE Technologies is focusing on enhancing real-world range estimation for electric vehicles (EVs) by integrating various factors such as elevation, speed, temperature, and traffic conditions into their navigation systems [1] - The company is leveraging AI models to learn driver behavior, which improves the accuracy of range predictions for both new and experienced EV drivers [1] - HERE's AI Assistant is designed to integrate seamlessly with existing OEM systems, allowing for brand customization and minimal code changes while maintaining operational efficiency [2][3] Group 1: AI and Navigation Integration - HERE AI Assistant utilizes a hybrid multi-LLM architecture to provide reliable interpretation of complex, location-based queries, enhancing in-vehicle navigation experiences [3] - The integration of HERE AI Assistant through modular APIs allows OEMs to maintain their specific IVI roadmaps and UX strategies [2] - The AI-powered assistant is part of a broader strategy to transition navigation from static maps to a dynamic "mission control" layer for EVs and automated driving [4] Group 2: Efficiency and Validation in ADAS - Customers have reported significant efficiency gains in ADAS/AD validation workflows due to the rapid generation of realistic simulation environments, reducing preparation time from weeks to minutes [5] - The use of HERE HD Live Map's lane-level fidelity enables teams to create complex scenarios for robust edge-case validation, improving automated driving safety [6] - AWS services like Bedrock and OpenSearch enhance SceneXtract's scalability and precision, facilitating large-scale ADAS/AD validation [7] Group 3: Mapping and Data Management - HERE's unified, cloud-based mapping architecture supports seamless OTA updates and ensures near-real-time data freshness, which is critical for compliance and accuracy [8] - Speed-limit data is sourced from multiple channels, including vehicle sensors and local authorities, ensuring reliable ISA data through advanced mapmaking capabilities [9] - The company emphasizes the importance of a strong local team in China to support OEMs in international programs, ensuring effective deployment of various use cases [10] Group 4: Collaboration and Market Adaptation - Collaborations with companies like Lotus Robotics and ECARX are shaping HERE's roadmaps and commercialization models, particularly in the rapidly evolving L2+ navigation space [11] - Common requirements from various OEMs, such as high configurability and OTA-enabled freshness, are driving HERE to enhance its navigation and performance capabilities [12] - Post-SOP metrics like user analytics and uptime are crucial for demonstrating ongoing value to OEMs, with a focus on aligning improvements with user behavior [13] Group 5: Generative AI in Navigation - HERE is addressing challenges related to generative AI in the cockpit by grounding AI responses in factual data to avoid inaccuracies and maintain driver focus [14][15] - The integration of generative AI enhances the human-machine interface (HMI), making interactions more intuitive while ensuring safety during driving [14]

根据 Counterpoint 最新《欧洲车载导航系统追踪报告》 ，TomTom 2024年以14%的市场份额保持欧洲车 载导航软件市场领导者地位，Joynext 与Elektrobit 分别以13%和12%的份额位居二、三位。 欧洲车载导航系统供应商销售份额对比，2024 vs 2023 数据来源：Counterpoint Research 《2024欧洲车载导航系统追踪报告》 Google 市场份额显著提升至6%，同比增长34%，这得益于Renault, Volvo, Cadillac 和Polestar 等主流汽车 品牌搭载谷歌汽车服务（GAS）的车型数量增加。 分析师观点 针对市场动态，Counterpoint 高级分析师Mohit Sharma指出 ："虽然电动汽车销售放缓给欧洲导航软件 市场带来挑战，但搭载车载导航功能的车型数量仍在增加，这项配置正逐步渗透至经济型和小型车领 域。" 市场展望： 尽管TomTom 成功卫冕冠军，但欧洲车载导航市场2024年规模较2023年出现下滑，主要归因于欧洲电动 汽车销量下跌——电气化是车载导航普及的关键驱动因素。 由于电动汽车销量下滑，2024年欧洲车载导航软 ...