LI AUTO(US:LI) 理想TOP2·2025-10-22 07:23Core Viewpoint - The article discusses the development and strategic importance of the self-developed operating system (OS) by the company, highlighting its advantages over traditional systems like AUTOSAR and the potential for industry-wide collaboration through open-sourcing the OS [1][6][21]. Group 1: Self-Developed Operating System - The self-developed communication middleware connects various distributed systems in the vehicle, enhancing communication and resource coordination [1][13]. - The OS breaks down traditional "black box" barriers from different suppliers, allowing for end-to-end integration and improved real-time performance [1][14]. - The integration of hardware and software is emphasized, similar to Apple's approach, which maximizes system performance [1][8]. Group 2: Technical Advantages - The OS achieves high iteration efficiency through application layer decoupling and various tools, leading to faster development and problem resolution [1][12]. - Compared to AUTOSAR, the OS offers superior cross-domain real-time capabilities and utilizes a distributed communication protocol that enhances QoS, security, and scalability [1][15]. - The system can predict and react to braking or evasive actions 7 meters in advance at 120 km/h, showcasing its advanced real-time capabilities [1][15]. Group 3: Industry Collaboration and Open-Sourcing - The initial motivation for developing the OS was to ensure supply chain security and freedom in chip selection, especially during supply shortages [3][7]. - The company encourages open-sourcing the OS to reduce redundancy in the industry and foster collaboration among various OEMs [6][19]. - The trend towards a unified OS is seen as beneficial for both car manufacturers and chip suppliers, addressing the challenges of system fragmentation [22][23]. Group 4: Challenges in OS Development - Developing a self-developed OS requires a strong foundation in business application software to inform system requirements [4][10]. - Talent acquisition and organizational structure are critical challenges for traditional car manufacturers in developing their own OS [4][11]. - The complexity of operating systems necessitates a focus on real-time performance and safety, making it unsuitable for fragmented development efforts [21].