Core Insights - The automotive cockpit is emerging as the fourth screen for user interaction, following TVs, PCs, and smartphones. Unity China showcased three innovative technologies at the 2025 Shanghai Auto Show, including a digital twin factory project, a digital smart emotional cockpit, and a vehicle gaming ecosystem based on this fourth screen [1] Group 1: Unity's Automotive Business - Unity China's 3D cockpit solution has a market share exceeding 85%, attributed to product suitability and strong performance on high-end chip architectures like Qualcomm's 8155 [2] - The automotive business has doubled in growth this year, driven by the ramp-up of production for models launched in 2022 and 2023, indicating a rapid growth phase [3] - Currently, gaming accounts for over half of Unity China's business, while automotive business growth is fast but remains below 20% [4] Group 2: Challenges and Opportunities in In-Car Gaming - Car manufacturers are cautiously optimistic about in-car gaming, eager to explore but hesitant to invest heavily due to the limited audience for games in vehicles [7] - Unity aims to act as an intermediary between car manufacturers and game developers, leveraging its engine and toolchain that have already adapted to thousands of vehicles [7] - The economic viability of in-car games is crucial; both car manufacturers and game developers need to see financial benefits, and players must be willing to pay [8] Group 3: Safety and Technical Considerations - Safety remains the top priority for Unity, with limited access to vehicle computing resources, ensuring that gaming does not interfere with critical vehicle operations [9] - Unity's gaming solutions must meet strict performance requirements, focusing on accuracy and responsiveness rather than flashy graphics [9]