On the morning of May 22nd, at the Map and Location Services Forum of the 2025 Global Spatio Temporal Intelligence Conference (WGDC25), Zhang Di, a partner and senior analyst at Taibo Think Tank, released the "2025 Intelligent Driving Map Market Research Report", which provides in-depth analysis from four parts: market overview, market analysis, innovator research, and trend outlook.
In terms of market overview, firstly, AI is reshaping the role and form of maps, and AI driven perception technologies (such as world models) are driving the transformation of intelligent driving maps from a "data provider" to a "prior knowledge base" role; Secondly, under the ultimate pursuit of cost reduction and efficiency improvement by host manufacturers, the driving map solution is lightweight; Furthermore, the integration of intelligent driving maps and intelligent cockpits, where the cockpit shares a single map, is still in its early stages of deep integration; Finally, policies and regulations are gradually being improved, delineating safety boundaries and industry norms.
In terms of market analysis, the market is segmented from two dimensions: types of car companies and application scenarios. It is pointed out that in terms of user demand, end users ultimately focus on the safe, reliable, comfortable, and widely covered intelligent driving experience itself, rather than the specific technical implementation of maps; The cooperation model between car companies and image merchants is still mainly based on software licensing, with early exploration of data exchange, customized development, hybrid models, and even deeper strategic cooperation.
In terms of innovative research, examples such as Tesla, Tencent, TOMTOM, and HERE will be used to elaborate. For example, Tencent Maps integrates AI big model technology to explore how maps, as a core component, can better serve driving safety, comfort, and intelligent cabin experience under the trend of "cabin driving integration". Its AI navigation intelligent agent relies on its hybrid big model and other AI technologies to enhance human vehicle interaction and scenario based services; Tencent Maps' "Intelligent Parking Lot Navigation" achieves "parking level" navigation.
In terms of trend outlook, Taibo Research Institute predicts that the smart driving map market will reach 5.4 billion yuan by 2025. The core driving force for market growth is the rapid increase in NOA functional penetration rate. It is expected that the market size will reach 11.7 billion yuan by 2030. The "Light Map" plan will consolidate its mainstream position in the market, and the efficiency of data closed-loop and innovative service models will become key factors determining the market competition pattern, with market participants continuing to reshuffle.
