LI AUTO(US:LI) 3 6 Ke·2025-04-16 09:27Core Viewpoint - The automotive industry is evolving towards intelligent systems, necessitating a robust foundational support. Companies like Li Auto are proactively investing in their own vehicle operating systems, exemplified by the announcement of the open-source "Li Star Ring OS" by CEO Li Xiang [1][8]. Group 1: Development and Investment - The Li Star Ring OS project was initiated in 2021 with a dedicated research team of 200 people and has accumulated over 1 billion in R&D expenses, with the first deployment of the self-developed operating system expected in 2024 [2][9]. - The CTO of Li Auto, Xie Yan, has a strong background in operating systems, having previously worked at Huawei and Alibaba, which adds credibility to the development of Li Star Ring OS [2][9]. Group 2: Addressing Industry Challenges - The global chip shortage, exacerbated by the pandemic, led to significant delays and price increases for automotive chips, with delivery times extending from one month to six months and prices soaring by 5 to 10 times [5][9]. - Li Auto's self-developed operating system has reduced the adaptation time for new chip models from six months to one month, allowing for greater flexibility in chip selection and alleviating supply chain pressures [6][9]. Group 3: Technological Advancements - The Li Star Ring OS is designed to evolve alongside the smart automotive industry, focusing on four core technological capabilities, including a concept of resource pooling for AI computing power [7][9]. - The operating system incorporates native security mechanisms to address future information security challenges, including data encryption, system integrity protection, and identity authentication [7][9]. Group 4: Open Source Strategy - The official release of the Li Star Ring OS technical white paper marks the formal launch of its open-source initiative, aiming to collaboratively solve industry challenges and innovate together with other stakeholders [8][9]. - Xie Yan emphasized that the open-source approach is not a one-time transaction but a starting point for ongoing collaboration to address future issues in the automotive sector [8][9]. Group 5: Future Directions - Future models from Li Auto will be equipped with the Li Star Ring OS, with some components already utilized in previous models, indicating a gradual integration of the new system [25][9]. - The concept of "computing power pooling" is highlighted as a means to efficiently utilize AI computing resources across various domains within the vehicle, distinguishing it from the "cockpit integration" approach [26][27].