雷峰网·2025-11-14 11:01Core Viewpoint - The article emphasizes the strategic importance of self-developed operating systems for electric vehicle manufacturers, particularly NIO, as they transition from electrification to intelligentization, highlighting the need for technological independence and enhanced user experience [2][3]. Group 1: Importance of Self-Developed Operating Systems - Operating systems serve as the core foundation connecting hardware and software, defining user experience in smart electric vehicles [2]. - NIO's decision to develop its own operating system is driven by considerations of technological autonomy, cost control, user experience optimization, and competitive landscape [2][3]. - Self-developed systems help avoid homogenization of user experience and create unique competitive advantages [3]. Group 2: Historical Context and Development Journey - NIO began its journey towards self-developed operating systems in 2018, with initial investments in core modules and technologies [3]. - The development of the SkyOS operating system was influenced by past challenges with third-party suppliers, which highlighted the inefficiencies and risks of relying on external partners [5][6][9]. - By 2020, NIO had a clearer vision for its operating system, aiming for hardware autonomy and a platform that could integrate supplier products while maintaining control [15]. Group 3: Technological Advancements and Achievements - NIO launched SkyOS-L in 2022, achieving significant improvements in real-time signal delivery compared to industry standards [16]. - The introduction of SkyOS-M marked a milestone as the first commercial dual safety real-time system based on the sel4 microkernel architecture, enhancing system reliability [17]. - By 2024, NIO's SkyOS had saved over 250 million yuan in operating system procurement costs and reduced development costs for non-first models by 90% [18]. Group 4: Market Performance and Future Outlook - NIO's sales surged, with October 2023 deliveries reaching 40,397 vehicles, a 92.6% year-on-year increase, driven by models equipped with the SkyOS [23]. - The successful deployment of SkyOS has positioned NIO to enhance its product offerings and operational efficiency, leading to a significant increase in market competitiveness [22][24]. - The company continues to innovate and improve its operating system, fostering an open-source approach to enhance development speed and product iteration [22].