您的浏览器禁用了JavaScript(一种计算机语言,用以实现您与网页的交互),请解除该禁用,或者联系我们。 [Counterpoint]:概述:位置平台有效性指数2026 - 发现报告

概述:位置平台有效性指数2026

信息技术 2026-01-15 - Counterpoint 用户140259
报告封面

Overview:Location Platform January 2026 The Future of Location Companies is an Open, Scalable Platform Play →The location ecosystem has undergone a significant transformation over the last few years as leadingmap providershave moved to a PaaS(Platform as a Service) model powered by the cloud. This has streamlined the exchange of location data and services and helped developers →New services and experiences can be enabled by combininglocation-centric intelligenceand a real-time stream of enterprise data,leveraging ananalyticsengine to process and output real-time location intelligence. The new-generation location platforms are modular andflexible enough to serve a diverse set of customer needs, such as rich map data, location intelligence, analytics, and developertoolkits and →The location platform has evolved to become highlymodular.It leveragescloudinfrastructure, advanceddevelopmenttoolsanddatapartnershipmodels. This enables it to power multiple applications and solutions that require location intelligence. →This platform approach, which is being adopted by some of the key players, allows the expansion of offerings to newer verticalsacross IoT,enterprise and mobility domains. ❑Googledominates the consumer segment, with its smartphone app leading in activeusers and monthly downloads, reinforcing a strong data-driven feedback loop.Leveraging this scale, Google is expanding its presence in the automotive sector,where it already holds a strong position in the US market. The integration of its Mapboxstands out for its developer-first approach, offering flexible, customizableSDKs, and one of the few vendors to bring AI-led product innovation andenhancements. Mapbox has added a smaller number of new clients across auto andT&L, and they tend to be concentrated in specific regions and countries which limits its AmapandBaidushare many capabilities with global tier-1 players. However, bothcompanies fall behind due to their limited reach outside China. However, thepartnership Amap has made with HERE shows its intent to create a strong Location Platform Effectiveness Index 2026 Full Capabilities Parameters Location Platform Effectiveness Index 2026 Full Execution Parameters Measures how effectively thestrength in capabilities areconverted into market impactthrough vision and strategy,geographic reach, financialperformance, and ecosystem HERE Technologies Key Developments 2025 Summary ❑HERE and AWS announce 10-year, ~$1B cloud infrastructure andAI-mapping alliance to accelerate SDVs, ADAS and automateddriving HERE Technologies remains the most completeB2B-and automotive-focused location platform,and its recent moves reinforce that lead. The10-year strategic deal with AWS gives HERE thecloud and AI backbone for its SDV Accelerator,which targets up to 70% faster vehicledevelopment cycles and roughly 30% lower ❑SceneXtract (gen-AI/NLP tool turning HD Live Map data into simulation scenes) and AI-driven guidance/assistant concepts.❑HERE showcases software-defined vehicle solutions for ~30 Chinese automakers around Auto Shanghai, emphasizingAI-powered mapping and SDV-ready location data. HERE is the clear overall leader, combining thestrongest platform capabilities with broad At the product layer, HERE’s combination ofADAS and L2+ HD maps, ISA-grade content andNavigation-as-a-Service gives it arguably the ❑Expanded SDV/ADAS collaborations with OEMs including BMW,Togg and Lotus, focused on lane-level maps and digital cockpit geographic reach, deep OEM and cloudpartnerships, and a coherent SDV-first vision.Execution momentum across customer wins,product roll-outs and alliances justifies positioning deepest in-vehicle stack of any independentprovider. The HERE–Amap alliance and NIO’sfirefly program underline how active HERE’sOEM-facing pipeline has been through late2025, especially in China. All of this sits on a navigation Real Time Traffic coverage/quality upgrades and EV-focused routing features e.g., new “recharges” parameter, EV chargingaccess metadata.❑SSO support integrating with major IdPs such as Okta, Keycloak TomTom Key Developments 2025 Summary TomTom remains the clear number-two locationplatform, with a tight focus on turning OrbisMaps into a 3D, lane-level foundation forautomated driving and smarter mobility. The ❑Major update to Orbis Maps with immersive 3D lane geometryat centimetre-level precision, aimed at automated driving andadvanced ADAS use cases. ❑Launch of the Automotive Navigation Application built on OrbisMaps, providing an off-the-shelf, customizable in-vehiclenavigation stack for OEMs, with strong EV routing and UI 2025 upgrade to immersive 3D lane geometry,built from AI-fused crowdsourced and sensordata, is a genuine step change and positionsOrbis as a single map stack for navigation, ADAS ❑Demonstrated unified Orbis-based SDK stack at CES 2025,positioning TomTom as a full in-vehicle platform. TomTom merits a leader position thanks to its strongperformance acro