Research on in-vehicle information services 1: The control range is expected to be expanded to the entire vehicle, and cockpit games will become the next direction

Zuosi Auto R&D released the "2022 Research Report on In-vehicle Information Service Systems and Entertainment Ecosystems of Independent Brand OEMs" to sort out the in-vehicle information service systems of domestic independent brands.

From January to December 2022, the assembly volume of self-owned brand in-vehicle information service systems reached 6.42 million vehicles, a year-on-year increase of 20.6%; the assembly rate exceeded 70%, an increase of 8 percentage points compared with the same period last year.

Assembly volume and assembly rate of in-vehicle information service systems for domestic independent brand passenger cars from January to December 2022

Source: Zuosi Auto Research's "2022 Research Report on In-vehicle Information Service Systems and Entertainment Ecosystems of Independent Brand OEMs"

In terms of brands, in 2022, driven by the new energy market (from January to December 2022, BYD's new energy sales exceeded 2.2 million vehicles), BYD's in-vehicle information service system market share will rank first, accounting for more than 23%. An increase of 11.7 percentage points compared with the same period last year. Geely Automobile ranked second, with its market share falling by 4.2 percentage points from the same period last year.

Top 10 market share of self-owned brand in-vehicle information service system assembly volume in 2021-2022

Source: Zuosi Auto Research's "2022 Research Report on In-vehicle Information Service Systems and Entertainment Ecosystems of Independent Brand OEMs"

In 2022, the development highlights of independent brand vehicle information service systems are as follows:

1. Starting from 2024, the control scope of the in-vehicle information service system is expected to be expanded to the entire vehicle

In 2022, the controllable range of the in-vehicle information service system will move towards the entire cockpit. According to the plans of each OEM, starting from 2024, the controllable scope of the in-vehicle information service system will be expanded to AD/ADAS, body and other fields, and the control scope will be expanded to the entire vehicle.

Iterative comparison of some independent brands’ in-vehicle information service systems

Source: Zuosi Auto Research's "2022 Research Report on In-vehicle Information Service Systems and Entertainment Ecosystems of Independent Brand OEMs"

After Geely Automobile's in-vehicle information service system has gone through four stages: G-NetLink, GKUI, Galaxy OS, and Galaxy OS air, it will realize complete vehicle control of the in-vehicle information service system in 2024.

G-NetLink: 2012-2017, built based on Android system, equipped with mainstream functions such as Carlife/Carplay, voice, and remote control

GKUI era: 2018-2021, built by Yikatong based on the E01 platform, introducing WeChat and Alipay account login, supporting car home interconnection, watch car control and other functions

Galaxy OS: Launching in cars in 2021, it is built by Yikatong based on the E02 platform. It opens more than 1,800 car control signal interfaces and implements more than 200 car control functions, ensuring that "what users see is what they control" in the car.

Galaxy OS Air: It will be launched in 2022 and will add voice chip V01+5G communication based on Galaxy OS. The voice data processing speed is increased by 13 times, and it supports functions such as visible-to-speak and four-tone sound source positioning.

According to the Yikatong R&D plan, Geely will launch a vehicle operating system platform in 2024 to integrate the cockpit, body, and assisted driving fields.

After GAC has gone through the three stages of Smart Trumpchi, ADiGO, and ADiGO SPACE, it may realize that the full-vehicle cross-domain operating system - GAC Pusa OS will be launched in 2024.

Smart Trumpchi: 2013-2017, built based on WinCE, equipped with mainstream functions such as 3G and remote control

ADiGO: 2018-2022, built based on Android, in-depth cooperation with Tencent TAI, upgrading 4G network, online navigation, online entertainment, voice and other mainstream functions, and jointly with Galaxy Intelligence to create the G-OS operating system

ADiGO SPACE: It will be launched on the car in 2022. It will strengthen voice interaction, add customization of voice command functions, and the function of visible and speaking in all scenes; enrich the in-car entertainment ecology and introduce applications such as Mango TV, Kugou, and in-car vinyl music.

Pusai OS: It is expected to be put on the car in 2024. It will unified control the three major areas of assisted driving, infotainment, and intelligent car control, improve the efficiency of software development and iteration speed, and make the iteration of software change from the original unit of months to the unit of minutes. unit.

A full-vehicle cross-domain standardized operating system developed based on Xingling architecture - GAC Pusa OS

Source: GAC

2. With the support of AR/VR, holographic projection and other hardware, cockpit games may become the next development direction of automotive applications.

As of 2022, the differentiation of the in-vehicle application ecology of each brand will gradually decrease, and software such as social networking, maps, audio, and video have been put on vehicles in large quantities. At the same time, with the development of high-computing chips, holographic projection, AR/VR and other technologies, in-car games are beginning to be used in cars and are expected to become the next development direction of in-vehicle applications.

Current mainstream automotive applications

Source: Zuosi Auto Research's "2022 Research Report on In-vehicle Information Service Systems and Entertainment Ecosystems of Independent Brand OEMs"

In December 2022, GAC released the ADiGO SPACE smart cockpit upgrade plan and launched two products, ADiGO PARK and the full-scene sound interactive ecosystem ADiGO SOUND. Among them, ADiGO PARK is equipped with a VR headset jointly developed by GAC Group and iQiyi Qiyu VR. The binocular display resolution reaches 5K level. The external binocular camera of the headset reaches 16 million pixels, which is equivalent to a 130-inch display screen and meets 3A Game screen display requirements.

In October 2022, Chery released Lion Ecology 2023, planning Lion Zhiyun version 6.0 (2024) to focus on the "third space" smart cockpit, focusing on expanding gaming/KTV/video office and other scenarios; Lion Zhiyun version 7.0 (2024) 2025) focuses on "space + metaverse", and the cockpit will be connected to AR/VR equipment.

3. High computing power chips will further enhance the capabilities of in-vehicle information service systems

The rapid iteration of in-vehicle information service systems and the development of in-vehicle application ecology are inseparable from the support of the computing power of vehicle computer chips. In 2022, many models of independent brands will use high computing power chips, such as Qualcomm 8155, Huawei Kirin 990A, etc. Among them, Geely Boyue L, Lynk & Co 09 EM-P, third-generation Roewe RX5 (sliding screen version) and other models are equipped with Qualcomm 8155 chip as standard.

The latest in-vehicle information service systems and in-vehicle chips for some independent brands and their representative models in 2022

Source: Zuosi Auto Research's "2022 Research Report on In-vehicle Information Service Systems and Entertainment Ecosystems of Independent Brand OEMs"

Among the current mainstream cockpit chips, Qualcomm 8155 uses a 7nm process technology, has a GPU computing power of 1000 GFLOPS, and an NPU computing power of 8TOPS. The hardware supports up to 6 cameras, 4 2K screens or 3 4K screens. It also supports different operating systems for different displays, in-car passenger capacity/passenger identification, facial recognition classification/behavior analysis, etc.

The performance of the next-generation cockpit chip will be further improved, represented by Qualcomm 8295, which uses a 5nm process, has 30TOPS AI computing power, and supports the integration of multiple ECUs and domains, including instrument panels, AR-HUD, central control screens, and rear seat displays. screen, electronic rearview mirror and in-car monitoring. In addition, the chip also provides video processing capabilities and supports integrated driving recording functions. Higher-performance chips will further enhance the capabilities of in-vehicle information service systems.