小米汽車的電氣化，連接性，情報，共享化分析(2024年)

小米汽車調查：小米汽車的優點與缺點

自SU7上市以來，小米4月和5月的出貨量分別為7,058台和8,630台，6月和7月的出貨量均超過10,000台。小米官方預計11月訂單量為11萬台，並需在8月至11月的四個月內實現月均交付1.6萬台。

小米汽車的第一款車取得了成功，有很多優點，但它的發展也有幾個缺點。

優勢一：資金雄厚，10倍以上投資打磨暢銷產品

與其他必須持續籌集資金的新興汽車品牌相比，小米集團是一家上市公司，擁有約1000億元現金。傳統整車廠通常投入30-400名員工和1-20億元的研發資金來開發一輛汽車。小米首款汽車的研發投入了3,400名工程師和100億元人民幣的研發資金，其中智慧駕駛關鍵技術投入高達47億元人民幣，專業團隊規模超過1,000人。截至2024年上半年，小米汽車已獲得約1,200項中國專利，其中大部分為自動駕駛專利及車輛設計專利。

優勢二：品牌知名度高、粉絲群龐大

小米透過社群行銷等行銷方式建立了粉絲群。截至2023年第四季度，MIUI全球月活躍用戶數已達6.41億。雷軍的個人微博粉絲數為2400萬，遠超其他新興汽車品牌領導者。傳統OEM領導者缺乏網路影響力。

小米集團新零售系統賦能汽車銷售服務。小米打造了線上線下融合的新零售模式。線上通路主要為小米商城、小米有品（電商平台）、小米天貓旗艦店、小米京東旗艦店，線下通路主要為城市核心商圈的小米之家（包括直營和加盟）、經過認證的郊區、城鎮的體驗店/專區、服務店。截至2024年4月，小米集團線下門市總數為12,060家：5,993家小米之家/加盟店/專賣店+281家小米之家直營店+1,595家服務店+4,472家認證試用店/專區店。

到2024年7月，小米汽車將在全國開設30家配送中心、102家銷售店和58家服務店。

優點三：資訊與智慧應用的融合，為小米汽車使用者帶來人、車、家庭生態的便利。

2022年，小米決定統一各設備的作業系統，包含MIUI、Vela、Mina、IVI OS的軟體架構。 2023年10月，小米發表HyperOS。 HyperOS是一個基於深度演進的Android和自主開發的Vela系統融合的系統，重寫了底層架構，以實現所有設備的動態、即時聯網，並提供全新的設備互聯體驗。

優點 4：優秀的行銷與售前活動

小米擅長利用社群媒體和線上線下管道進行綜合行銷和推廣。去年12月發表的小米汽車和今年3月發表的小米SU7尤其引人注目。憑藉這兩則消息，小米車輕鬆霸佔了各大社群媒體平台的熱門搜榜。根據智微數據統計，12月上線當天，小米汽車收到了超過35萬條貼文和超過200個全網熱搜/話題標籤。本次發表會影響力指數達到80.6，高於97%的活動，高於98%的企業活動。就連真正的流量王、微博王的理想車也追不上。

本報告對小米汽車進行調查，分析其在電動化、網聯化、智慧化、共享化等方面的產品和技術。

目錄

第1章 小米汽車概要

• 簡介
• 核心隊
• 第1號車廂
• 銷售和流通管道
• 小米的應用服務功能
• 小米的軟體產品:HyperOS
• 投資動態
• 供應鏈
• 小米 SU7和競爭產品的比較
• 小米 SU7成功的理由

第2章 小米 SU7 E/E架構

• 小米 SU7 E/E架構圖(1)
• 小米 SU7 E/E架構圖(2)
• 小米 SU7 E/E架構圖(3)
• 小米 SU7 E/E架構圖(4)
• 小米 SU7 E/E架構圖(5)
• 小米 SU7 E/E架構圖(6)
• 小米 SU7 E/E架構圖(7)

第3章 小米 Hyper OS

• 小米的OS的開發史
• HyperOS概要
• 小米 Hyper OS架構設計(1):整體架構
• 小米 Hyper OS架構設計(2):跨端層
• 小米 Hyper OS架構設計(3):中介軟體層
• 小米 Hyper OS架構設計(4):內核層
• 小米 Hyper OS IVI的功能
• 小米 Hyper OS基礎模式的點閱存取
• 小米 Hyper OS招聘Nuttx內核
• HyperOS的亮點1
• HyperOS的亮點2
• HyperOS和HarmonyOS的比較

第4章 小米 Modena和SOA

• "Modena" 架構和智慧型driving技術
• "Modena" 架構和智慧型駕駛座技術
• 小米 SOA技術(1)
• 小米 SOA技術(2)
• 小米 SOA技術(3)
• 小米 SOA的車輛OS通訊技術

第5章 語音和AI基礎模式

• 小米軟體產品：AI語音
• 小愛同學透過語音指令提供場景範圍
• 語音任務分析與執行流程
• 與小愛同學的RAG精準匹配
• 小米人工智慧服務框架在作業系統中的部署位置
• 作為小米AI核心的兩類基礎模型

第6章 智慧型駕駛座和人·車·家庭生態系統

• 小米汽車智慧座艙系統
• 小米汽車智慧座艙域控平台
• 小米資訊娛樂系統
• 小米的人、車、家生態策略
• 小米的跨端連接系統
• 小米跨端連接系統的用途
• 小米跨端連接系統的車載應用
• 小米SU7週邊產品
• 小米手機車機一體化解決方案：CarWith
• 小米生態域擴展硬體
• 小米生態域合作夥伴

第7章 電氣化設計

• CTB技術
• 10路閥車輛熱管理系統
• 熱管理系統專利
• 小米超級引擎

第8章 整合壓鑄件和底盤系統

• 小米的整合壓鑄件核心技術
• 小米的整合壓鑄件技術解決方案實行案例
• 小米的整合壓鑄件技術專利
• 小米底盤系統

第9章 類人型機器人

• 小米的AI類人型機器人設計
• 小米的AI類人型機器人計劃
• 小米的AI類人型機器人的簡介
• 小米的AI類人型機器人硬體設備的分解
• 小米的AI類人型機器人的軟體演算法

Research on Xiaomi Auto: Xiaomi Auto's strengths and weaknesses

Since the release of SU7, Xiaomi delivered 7,058 units and 8,630 units in April and May, respectively, and more than 10,000 units in both June and July. Xiaomi officially expects to fulfill 110,000 orders in November, which means it needs to achieve the average monthly delivery of 16,000 units in the next four months from August to November.

Xiaomi Auto's first car was a success thanks to its advantages in many aspects, but there are also some shortcomings in its development.

Strength 1: Sufficient funds, ten times more investment to polish hot-selling products

Compared with other emerging auto brands that need to keep raising funds, Xiaomi Group itself is a listed company with about RMB100 billion in cash. Traditional OEMs generally input 300 to 400 people and RMB1-2 billion in R&D funds to develop a vehicle. Xiaomi put 3,400 engineers and a total R&D funds of RMB10 billion to develop its first car, of which the investment in the key technology intelligent driving was as high as RMB4.7 billion, with the dedicated team size exceeding 1,000 people. By H1 2024, Xiaomi Auto has published about 1,200 Chinese patents/patent fillings, most of which are autonomous driving and vehicle design patents.

Strength 2: High brand awareness and a huge fan base

Xiaomi has built a fan base by marketing means such as community marketing. As of Q4 2023, the global monthly active users of MIUI have numbered 641 million. Lei Jun's personal Weibo has 24 million fans, far more than other emerging auto brand leaders. Traditional OEM bosses lack influence on Internet.

Xiaomi Group's new retail system enables vehicle sales services. Xiaomi has created a new online and offline integrated retail model. Major online channels are Xiaomi Mall, Xiaomi Youpin (e-commerce platform), Xiaomi Tmall Flagship Store, Xiaomi JD Flagship Store, and offline channels are mainly Xiaomi Home (including direct-sale and franchised) in the core business districts of cities, authorized experience stores/special areas in suburbs and towns, and service outlets. As of April 2024, Xiaomi Group has boasted a total of 12,060 offline stores, including 5,993 Xiaomi Home stores/franchised stores/exclusive stores + 281 Xiaomi Home direct-sale stores + 1,595 service outlets + 4,472 authorized experience stores/special areas.

By the end of July 2024, Xiaomi Auto has opened across China: 30 delivery centers, 102 sales stores, and 58 service outlets.

Strength 3: The people-car-home ecosystem brings convenience to Xiaomi Auto users through integration of information and intelligent applications

In 2022, Xiaomi decided to unify the OS of various devices, involving the software architecture of MIUI, Vela, Mina, and IVI OS. In October 2023, Xiaomi announced HyperOS, a system which is based on the fusion of Android in deep evolution and the self-developed Vela system, rewrites the underlying architecture, and enables dynamic real-time networking of all devices, bringing a new terminal interconnection experience.

Strength 4: Excellent marketing and pre-sale activities

Xiaomi is good at using social media and online and offline channels for all-round marketing and promotion. The Xiaomi Auto Launch in December last year and the Xiaomi SU7 Launch in March this year were particularly eye-catching. In these two launches, Xiaomi Auto easily dominated the top trending searches on major social media platforms. According to the statistical report of Zhiwei Data, on the Launch day in December, Xiaomi Auto had more than 350,000 posts and more than 200 hot searches/hashtags on the entire Internet. This launch event had an influence index of up to 80.6, higher than 97% of events and higher than 98% of corporate events. It was really the king of traffic, and even the king of Weibo, Li Auto, could not catch up with it.

Through well-planned launch and online live broadcast, it attracted a mass of viewers. Meanwhile, Xiaomi introduced limited-time offers such as generous gifts for first-day car purchase and exclusive rights for limited-time car ordering, which stimulated consumers' enthusiasm for ordering.

Strength 5: Supply chain integration and manufacturing capabilities

Although Xiaomi is a fresh entrant in the automobile manufacturing industry, it has been able to quickly build a high-quality automobile production system relying on its strong supply chain management and resource integration capabilities, ensuring the timely delivery and stable production supply, thus eliminating consumers' concerns about insufficient supply in the early stages of new product launch.

Despite multiple advantages, Xiaomi Auto also has some obvious shortcomings:

Shortcoming 1: Insufficient manufacturing experience

Xiaomi has always adopted an asset-light business model, and often relies on external partners in product manufacturing. Yet the manufacturing process of automobiles is far more complicated than consumer electronics, which is a big challenge to Xiaomi. Since its birth, Xiaomi has entrusted mobile phone production to ODMs. Xiaomi is responsible for design and sales, while ODMs take charge of production.

Among emerging carmakers, Li Auto, Xpeng Motors and NIO all chose the OEM/ODM mode to enter the market at the beginning. Under the premise that mobile phones are all produced by ODMs/OEMs, it is undoubtedly a huge challenge for Xiaomi to directly skip to building its own car factory and manufacturing cars.

Shortcoming 2: The threshold for core automotive technology is high, and Xiaomi's automotive R&D expertise is insufficient.

Although Xiaomi has gathered rich experience in intelligent hardware and electronics, automobile manufacturing is a complex system engineering that requires higher technical thresholds and longer technology accumulation. Xiaomi's technical expertise in battery management, vehicle systems, power batteries, and autonomous driving development is relatively insufficient.

Compared with Huawei, Li Auto, NIO, and Tesla, Xiaomi makes underinvestment in EE architecture, automotive basic software, and charging/swapping facilities. Compared with traditional OEMs such as Geely, BYD, and Changan, Xiaomi has insufficient expertise in batteries, hybrids, chassis, and production & manufacturing.

Shortcoming 3: BEV market growth slows down, and need to start from scratch in extended-range models.

Sales data from 2023 to 2024 show that the BEV market has reached a growth bottleneck, and hybrid electric vehicles (especially the extended-range) grew much faster. Xiaomi plans to launch an extended-range SUV in 2026. It has started R&D of extended-range vehicles. After all, it needs to start from scratch and lags behind Li Auto and Huawei for several years. It is not easy to catch up with the two tough rivals.

Shortcoming 4: There are many faults in new cars. Xiaomi still needs to polish software and manufacturing and improve after-sales services.

According to feedback from some we-media (like Leyuan Wangchuang), Xiaomi Auto mainly has following problems since car release:

1.Battery: Many users said that the cruising mileage of cars is quite different from the officially announced, and even some cars had battery failures, thus failing to start normally.

2.Software failures: Problems such as vehicle system halt, inaccurate navigation system, and slow response of voice control affect user experience.

3.Manufacturing quality: Some car owners reported that there are defects in the vehicle assembly process, such as uneven door gaps, loose interior trims, and abnormal body noise.

4.After-sales services: Faced with frequent quality problems, Xiaomi Auto seems to be overstretched in after-sales services, for example, long time to wait for repair and insufficient supply of accessories.

Xiaomi Auto's long-term goal is to "become one of the top five global automakers with 15-20 years of efforts and create a mobile smart space that looks good and is easy to drive, comfortable and safe." Relying on the strengths of Xiaomi Group, Xiaomi Auto has made an initial success in SU7. However, to achieve its long-term goal, Xiaomi Auto still has many problems to overcome.

Table of Contents

1 Overview of Xiaomi Auto

Profile

Core Team

First New Car

Sales and Channels

Xiaomi Application Service Capabilities

Xiaomi Software Product: HyperOS

Investment Dynamics

Supply Chain

Comparison between Xiaomi SU7 and Its Competitors

Reasons for the Success of Xiaomi SU7

2 Xiaomi SU7 E/E Architecture

Xiaomi SU7 E/E Architecture Diagram (1)

Xiaomi SU7 E/E Architecture Diagram (2)

Xiaomi SU7 E/E Architecture Diagram (3)

Xiaomi SU7 E/E Architecture Diagram (4)

Xiaomi SU7 E/E Architecture Diagram (5)

Xiaomi SU7 E/E Architecture Diagram (6)

Xiaomi SU7 E/E Architecture Diagram (7)

3 Xiaomi Hyper OS

Development History of Xiaomi's Operating System

Overview of HyperOS

Xiaomi Hyper OS Architecture Design (1): Overall Architecture

Xiaomi Hyper OS Architecture Design (2): Cross-end Layer

Xiaomi Hyper OS Architecture Design (3): Middleware Layer

Xiaomi Hyper OS Architecture Design (4): Kernel Layer

Xiaomi Hyper OS IVI Features

Xiaomi Hyper OS Access to Foundation Models

Xiaomi Hyper OS Adopts Nuttx kernel

HyperOS Highlight 1

HyperOS Highlight 2

Comparison between HyperOS and HarmonyOS

4 Xiaomi Modena and SOA

"Modena" Architecture and Intelligent Driving Technology

"Modena" Architecture and Intelligent Cockpit Technology

Xiaomi SOA Technology (1)

Xiaomi SOA Technology (2)

Xiaomi SOA Technology (3)

Vehicle OS Communication Technology under Xiaomi SOA

5 Voice and AI Foundation Model

Xiaomi Software Product: AI Voice

Xiao'Ai Tongxue Provides Scenario Coverage via Voice Commands

Voice Task Parsing and Execution Flow

Xiao'Ai Tongxue's Accurate Matching via RAG

Xiaomi AI Service Framework Deployment Location in OS

Two Types of Foundation Models as the Core of Xiaomi AI

• Essence of Xiaomi AI Intelligence Center

6 Intelligent Cockpit and Human-car-home Ecosystem

Xiaomi Auto's Intelligent Cockpit System

Xiaomi Auto's Intelligent Cockpit Domain Control Platform

Xiaomi Infotainment System

Xiaomi Human-car-home Eco-Strategy

Xiaomi Cross-end Connection System

Xiaomi Cross-end Connection System Application

Xiaomi Cross-end Connection System Application in Vehicles

Xiaomi SU7 Peripheral Products

Xiaomi Phone-Car Integration Solution: CarWith

Xiaomi Eco-Domain Extension Hardware

Xiaomi Eco-Domain Partners

7 Electrification Layout

CTB Technology

Ten-way Valve Vehicle Thermal Management System

Thermal Management System Patents

Xiaomi HyperEngine

8 Integrated Die Casting and Chassis System

Xiaomi Integrated Die Casting Core Technologies

Xiaomi Integrated Die Casting Technology Solutions and Implementation Cases

Xiaomi Integrated Die Casting Technology Patents

Xiaomi Chassis System

9 Humanoid Robot

Xiaomi AI Humanoid Robot Layout

Xiaomi AI Humanoid Robot Planning

Xiaomi AI Humanoid Robot Introduction

Xiaomi AI Humanoid Robot Hardware Disassembly

Xiaomi AI Humanoid Robot Software Algorithm