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【联合发布】2025年8月OTA监测月报
乘联分会· 2025-09-23 08:39
Core Insights - The article discusses the significant growth in Over-The-Air (OTA) updates in the automotive industry, particularly highlighting the contributions from BYD and its sub-brands, which accounted for 54% of the total updates in August 2025 [4][13]. Industry Overview - In August 2025, the total number of updated features reached 1,403, a substantial increase from 1,031 in the previous month, marking the highest level since monitoring began [4]. - The increase in OTA updates is primarily driven by the BYD brand, focusing on "smart driving" and "vehicle-to-vehicle connectivity" [4]. New Forces - New force brands updated a total of 261 features in August 2025, a decrease from 382 in the previous month, indicating a shift in focus from new generation smart driving architectures to a more balanced distribution across smart driving and smart cabin modules [6]. Domestic Brands - Domestic brands collectively updated 1,079 features in August 2025, up from 631 in July, with a notable emphasis on smart driving capabilities, representing the highest proportion of smart driving upgrades in 25 years [13]. Joint Venture & Luxury Brands - Joint venture and luxury brands updated 63 features in August 2025, a significant increase from 18 in July, with seven brands participating in OTA updates, the highest number in a year. However, the updates were mostly routine, focusing on basic "ecosystem applications" and "system settings" [12]. OTA Iteration Speed - The article highlights the rapid iteration speed of OTA updates across various brands, showcasing the competitive landscape in the automotive sector [15]. OTA Operational Activities - Tengshi has initiated OTA experience camps for internal testing, with a stable incentive mechanism for participants, indicating a proactive approach to enhance user engagement and feedback [20][23]. - The company has also launched a long-term discussion topic on its app to encourage user interaction regarding OTA experiences, emphasizing the brand's commitment to innovation and customer satisfaction [25]. Upcoming OTA Updates - A detailed schedule of upcoming OTA updates for various brands and models is provided, indicating a robust pipeline of enhancements aimed at improving user experience and vehicle functionality [28][29]. User Feedback - User feedback from brands like Wei and Zeekr indicates mixed experiences with new features, particularly regarding the effectiveness of smart driving capabilities and the usability of new functions like memory parking and vehicle-to-vehicle navigation [31][33][42].