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市場調查報告書

商品編碼

1660091

汽車用語音產業(2025年)

Automotive Voice Industry Report, 2025

出版日期: 2025年02月11日 | 出版商:

ResearchInChina | 英文 340 Pages | 商品交期: 最快1-2個工作天內

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簡介目錄

1.汽車語音組裝率超83%，進階語音功能組裝率大幅提升

2024年1月～11月，汽車用語音系統的裝載數達到1,676萬台，搭載率成為了83.3％。與2023年全年比較的話，搭載率上升了5點。各類能源，EREV(Extended-Range Electric Vehicle的)搭載率最高(貴)，2024年1月～11月的搭載率達到了到100％。這個能源類型有代表性的模式，Li Auto L系列，AITO M系列，Deepal S系列等。

2024年1-11月汽車語音系統安裝量達1,676萬台，安裝率為83.3%，相較於2023年全年安裝量提升5個百分點。

語音功能方面，2024年連續對話、看得見說、免喚醒等功能的安裝數量及安裝率大幅提升。

就看即說功能而言，2024年1-11月其安裝量達到466萬台，安裝率為23%，較2023年全年提升18個百分點。此價位段的安裝率增幅也最大，提升了48個百分點。

2.座艙接觸更多生態資源，語音助理服務能力更加深入

在基礎模式時代，一個 "懂很多、能服務" 的語音助手，更多依賴於生態應用的接入，比如當用戶下達“車快沒電了”“我餓了”“過年穿什麼”等模糊指令時，語音助手的響應需要地圖、本地生活服務、在線資訊等應用的支持。

除了高德地圖、愛奇藝、騰訊視頻、網易雲音樂、QQ音樂等常見應用外，理想汽車還實現了對小紅書平台內容的語音呼叫，並針對美團推出了深度定制的語音技能。理想汽車還實現了小紅書平台內容的語音呼叫，並針對美團推出了深度定制的語音技能。

3.基礎模型應用加速汽車語音由 "命令互動" 向 "認知互動" 發展

區別於以往命令式的交互，基於基礎模型賦能的汽車語音系統在口語理解、邏輯推理、知識問答、繪畫創作、感知車輛週邊環境等方面的能力更加強大。

小鵬汽車基於XGPT打造的小P助手具備口語理解、邏輯推理、知識百科、繪畫、故事與童話創作、車輛周圍物體辨識等能力。

理想汽車Mind GPT賦能的理想同學具備模糊搜索功能，比如問理想同學 "我忘了一部電影的名字，裡面有位黑人鋼琴家，你知道是什麼嗎？" ；透過圖片描述進行搜索，理想同學可以讀懂電影海報內容，並自由表達，讓不識字的孩子也能透過描述海報來選擇電影。

小愛同學對基礎模型的應用，也讓它具備了理解和回應模糊指令的能力，例如 "我的手機在哪裡" 、 "把家裡的燈關掉" 、 "前面是什麼山" 、 "前面是什麼車" 等指令，它都能辨識並回應。

以小鵬汽車為例，小鵬汽車不僅自主研發了XGPT（靈犀）基礎模型，並將其融入語音系統，還整合了智普AI基礎模型和多模態模型，讓語音助手小P擁有更強的語言理解、圖像識別和生成能力，並能與車載感知系統、外界環境進行聯動。

本報告提供中國的汽車產業調查分析，與汽車用語音系統的裝載情形，OEM供應商，產業鏈，開發趨勢等相關資訊。

From January to November 2024, installations of automotive voice systems reached 16.76 million units, with an installation rate of 83.3%. Compared to the full year of 2023, installations increased by 5 percentage points. By energy type, EREV (Extended-Range Electric Vehicle) had the highest installation rate for automotive voice systems, reaching 100% from January to November 2024. Typical models under this energy type include the Li Auto L series, AITO M series, and Deepal S series.

In terms of voice function, installations and installation rate for continuous dialogue, see-and-speak, and wake-up-free functions greatly increased in 2024.

For the see-and-speak function, from January to November 2024, its installations reached 4.66 million units, with an installation rate of 23%, an increase of 18 percentage points compared to the full year of 2023. By energy type, EREV had the highest installation rate at 92.1%, while fuel vehicles had the lowest at only 7.1%. By price range, the "see-and-speak" function had the highest installation rate in the over 500,000 RMB range, with representative models such as Zeekr 009, Yangwang U8, and NIO ES8. This range also saw the largest increase in installation rate, up by 48 percentage points. This also indicates a significant improvement in the intelligence level of automotive voice systems in 2024.

2. The cockpit accesses more ecological resources, voice assistants gain deep service capabilities

In the era of foundation models, a voice assistant that "knows a lot and can serve" relies more on the access to diverse ecological applications. For example, when users issue vague commands such as "the car is almost out of power," "I'm hungry," or "what should I wear for the Chinese New Year," the voice assistant's response requires support from applications like maps, local life services, and online information.

In addition to common applications like AMAP, iQiyi, Tencent Video, NetEase Cloud Music, and QQ Music, Li Auto has implemented voice calls to Xiaohongshu (Little Red Book) platform content and launched a deeply customized voice skill for Meituan. For example, users can wake up Lixiang Tongxue to ask " Chinese New Year outfits recommended by Xiaohongshu," "find a Beijing travel guide on Xiaohongshu," or "help me find a Cantonese restaurant on Meituan with an average price of 200 RMB and a rating above 4.5."

3. Foundation model applications accelerate the development of automotive voice from "command interaction" to "cognitive interaction"

Different from the previous command-based interaction, automotive voice systems empowered by foundation models have better capabilities in spoken language understanding, logical reasoning, knowledge Q&A, painting creation, and perceiving the vehicle's surrounding environment. For example:

XPeng's XGPT-powered Xiao P assistant has capabilities in spoken language understanding, logical reasoning, knowledge encyclopedia, painting & story & fairy tale creation, and recognizing objects around the vehicle.

Li Auto's Mind GPT-powered Lixiang Tongxue has fuzzy search capabilities, such as asking Lixiang Tongxue "I forgot the name of a movie, there's a black pianist, do you know what it is?"; search by image description, where Lixiang Tongxue can read movie poster content and express it freely, allowing children who cannot read to choose movies by describing the poster.

Xiaoai Tongxue's application of foundation models also gives it the ability to understand and respond to vague commands. For example, it can recognize and respond to commands like "Where is my phone?", "Turn off the lights at home", "What mountain is that ahead?", and "What car is that ahead?".

Taking XPeng Motors as an example, XPeng Motors has developed its own XGPT (Lingxi) foundation model and integrated it into the voice system. Additionally, it has integrated the ZhiPu AI base foundation model and multimodal models, giving the voice assistant Xiao P stronger language understanding, image recognition, and generation capabilities, which can be linked with in-vehicle perception system and external environment.

4. AI foundation models become a must-have for OEMs to build intelligent automotive voice systems

By 2024, the number of brands equipping their intelligent cockpits with foundation models has significantly increased, with Chinese independent brands being the primary drivers of this trend. Some brands have already completed the development path from cooperative supply to joint R&D, and finally to independent research. For example, in January 2024, Geely applied Baidu's ERNIE Bot foundation model in its Galaxy L6. In the same month, Geely released its self-developed full-scenario AI foundation model-Geely Xingrui AI Foundation Model.

Based on the Xingrui AI Foundation Model architecture, Geely has also developed derivative models such as the Xingrui NLP Language Foundation Model and the Xingrui Multimodal Foundation Model. Among these, the Xingrui NLP Language Foundation Model is entirely self-developed by the Xingrui Intelligent Computing Center, with a total training data volume exceeding 3 trillion tokens. It includes an emotional module, enabling excellent logical reasoning and contextual memory capabilities, allowing for human-like emotional interactions.

In January 2025, Geely showcased its development path for an in-cabin intelligent assistant based on the Xingrui AI Foundation Model at CES 2025-moving from "Assisted Intelligence" to "Agent Intelligence" and finally to "Autonomous Intelligence." With the support of the foundation model, in-car assistant will evolve from "accurately responding to commands" to "understanding the environment and autonomously completing tasks," and ultimately to "possessing self-awareness and autonomous emotional capabilities."

Chinese independent brands such as BYD, SAIC, Dongfeng, GAC, Changan, Chery, and emerging OEMs like NIO, Li Auto, XPeng, AITO, and Xiaomi have also implemented AI foundation models in automotive voice systems. As automotive intelligence enters its second phase, AI foundation models are gradually becoming a necessary option for building intelligent voice interaction systems.

Related Definitions

1 Overview of Automotive Voice Industry

1.1 1 Overview of Automotive Voice Industry
Overview of Automotive Voice
Development History of Automotive Voice
Hierarchical Classification of Automotive Voice Interaction (1)
Hierarchical Classification of Automotive Voice Interaction (2)
Installation Forms of Foundation Model of OEMs
Key Participants in Foundation Model Installation
Enhancement Effects of Foundation Models on Cockpit Interaction
Pain Points in Automotive Voice Interaction Empowered by Foundation Models (1)
Pain Points in Automotive Voice Interaction Empowered by Foundation Models (2)
Pain Points in Automotive Voice Interaction Empowered by Foundation Models (3)
Other Voice Interaction Technologies-Voiceprint Recognition
Comparison of Voiceprint Recognition Applications by OEMs
1.2 Installation Status of Automotive Voice Systems
Overall Installation Status of Automotive Voice Systems
Installation Status of Advanced Automotive Voice Functions: Continuous Dialogue (1)
Installation Status of Advanced Automotive Voice Functions: Continuous Dialogue (2)
Installation Status of Advanced Automotive Voice Functions: See-and-Speak (1)
Installation Status of Advanced Automotive Voice Functions: See-and-Speak (2)
Installation Status of Advanced Automotive Voice Functions: Wake-up-Free (1)
Installation Status of Advanced Automotive Voice Functions: Wake-up-Free (2)

2 OEM Applications of Automotive Voice Systems

Summary of OEM Automotive Voice Interaction Functions (1)
Summary of OEM Automotive Voice Interaction Functions (2)
Summary of Foundation Model Applications by OEMs
2.1 SAIC
Application of IM Foundation Model in Automotive Voice Systems
Benchmark Model for Voice: IM L6
Benchmark Model for Voice: Rising F7
Details of Voice OTA Updates
2.2 BYD
Enhancement of In-Car Interaction by Xuanji AI Foundation Model
Benchmark Model for Voice: Denza Z9 (1)
Benchmark Model for Voice: Denza Z9 (2)
Details of Voice OTA Updates
2.3 Changan Auto
Deepal DEEPAL OS 3.0 Cockpit Interaction Capabilities
Avatr Harmony Cockpit Interaction Capabilities
Enhancement of Cockpit Interaction by Changan Xinghai Foundation Model
Benchmark Model for Voice: Deepal G318
Benchmark Model for Voice: Avatr 07
Details of Voice OTA Updates
2.4 GAC
AI Foundation Model Platform
Application of AI Foundation Model Platform in Intelligent Cockpit
Benchmark Model for Voice: AION RT
2.5 Geely Auto
Global AI Technology System for Intelligent Vehicles (1)
Development Path of In-Car Intelligent Assistant Under the Global AI Technology System
Application of Geely Xingrui AI Foundation Model in In-Car Assistants
Architecture of Geely Xingrui AI Foundation Model
Cooperation of Geely's Foundation Models
Zeekr Kr Foundation Model (1)
Zeekr Kr Foundation Model (2)
Structural Design of Zeekr Foundation Model
Flyme Auto Voice Interaction Capabilities
Benchmark Model for Voice: Geely Galaxy E8
Benchmark Model for Voice: Zeekr 7X
Details of Voice OTA Updates
2.6 Jiyue
AI Foundation Model Cockpit (1)
AI Foundation Model Cockpit (2)
Voice OTA (1)
Voice OTA (2)
Voice OTA (3)
Benchmark Model for Voice: Jiyue 07
Details of Voice OTA Updates
2.7 NIO
ONVO Intelligent Cockpit Interaction Capabilities
AI Foundation Model
NOMI GTP Interaction Framework
NOMI GTP Deployment Hierarchy
Nomi Module Design
Nomi Multimodal Perception Processing Flow
Nomi Command Reception + Scenario Understanding and Response Flow
Nomi Module Design-Command Distribution
NOMI Emotional Interaction Capabilities (1)
NOMI Emotional Interaction Capabilities (2)
Nomi Multimodal Perception and Interaction Capabilities
Nomi GPT Callable Scenarios
NOMI Vehicle Control Capabilities
Benchmark Model for Voice: NIO ET5T
Details of Voice OTA Updates
2.8 XPeng Motors
AI Xiao P
AI Underlying Capabilities
Enhancement of Voice Assistant Xiao P by XGPT
Remote Voice Vehicle Control Capabilities
Benchmark Model for Voice: XPeng P7i
Details of Voice OTA Updates
2.9 Li Auto
Empowerment of Cockpit Interaction by Mind GPT (1)
Empowerment of Cockpit Interaction by Mind GPT (2)
Empowerment of Cockpit Interaction by Mind GPT (3)
Module Design of Lixiang Tongxue Empowered by Mind GPT
Benchmark Model for Voice: Li MEGA Ultra
Application Scenarios of Mind GTP in Lixiang Tongxue
Skills of Lixiang Tongxue (1)
Skills of Lixiang Tongxue (2)
Skills of Lixiang Tongxue (3)
Skills of Lixiang Tongxue (4)
Details of Voice OTA Updates
2.10 Leapmotor
Empowerment of Voice Assistant "Xiao Ling" by Alibaba Cloud's Tongyi Foundation Model
Benchmark Model for Voice: Leapmotor C16
2.11 Xiaomi
Foundation Model Installation
Empowerment of Xiaoai Tongxue by Foundation Model (1)
Empowerment of Xiaoai Tongxue by Foundation Model (2)
Architecture Design of Xiaoai Tongxue
Module Design of Xiaoai Tongxue
Core Technology of In-Car Xiaoai Tongxue
Benchmark Model for Voice: Xiaomi SU7
Introduction of Foundation Model in Xiaoai Tongxue OTA
Details of Voice OTA Updates
2.12 Harmony Intelligent Mobility Alliance (HIMA)
Voice Highlights of HIMA Models (1)
Voice Highlights of HIMA Models (2)
2.13 BAIC
AI Agent Architecture
Benchmark Model for Voice: ARCFOX aT5
2.14 Volkswagen
Cockpit Foundation Model
Cooperation with Baidu on Voice Model Installation
Benchmark Model for Voice: Volkswagen ID.3
2.15 Other Models
Benchmark Model for Voice: Voyah Zhuiguang
Benchmark Model for Voice: WEY Blue Mountain

3 Automotive Voice Suppliers

Summary and Comparison of Automotive Voice Supplier Solutions (1)
Summary and Comparison of Automotive Voice Supplier Solutions (2)
3.1 iFlytek
Intelligent Cockpit Business Performance
Overview of Basic Voice Capabilities
Foundation Model Product System
Development History of Spark Foundation Model
Upgrade Content of Spark Foundation Model 4.0
Core Capabilities of Spark Foundation Model
Deployment Solutions for Spark Foundation Model
Vehicle Assistant Based on Spark Foundation Model
Spark Voice Foundation Model
Compatibility of Intelligent Vehicle AI Algorithm Chips
Multimodal Fusion Capabilities of Spark Foundation Model
Empowerment of Cockpit OS by Spark AI Capabilities
Low-Compute Deployment Solutions for Voice Algorithms
Case of Low-Compute Deployment for Voice Algorithms
Core Capabilities of Interaction Foundation Model
Application of Spark Foundation Model in Intelligent Cockpit
Summary of Experience in Deploying In-Car Interaction Foundation Models
3.2 AISpeech
Key Voice and Language Technologies (1)
Key Voice and Language Technologies (2)
Key Voice and Language Technologies (3)
Automotive Voice Solutions
Automotive Voice Assistant
Development History of Foundation Model
Details of Foundation Model
Architecture Deployment Diagram of Foundation Model
Design Diagram of Voice Foundation Model
Voice Development Platform
Full-Chain + Foundation Model Layout of Voice
3.3 Cerence
Automotive Language Foundation Model Solutions
Integration of Voice Assistant with Foundation Models
Voice Assistant
External Voice Interaction
Core Voice Technologies (1)
Core Voice Technologies (2)
Core Voice Technologies (3)
In-Car Interaction System
3.4 Unisound
AI Solutions
In-Car Foundation Model Solutions
Details of Foundation Model (1)
Details of Foundation Model (2)
Details of Foundation Model (3)
Business Model of Automotive Voice Solutions
Basic Voice Technologies (1)
Basic Voice Technologies (2)
3.5 SoundHound
Core AI Technologies (1)
Core AI Technologies (2)
Core AI Technologies (3)
Major Clients
Automotive Voice Solutions
Voice AI Platform
3.6 Desay SV
Research History in Automotive Voice
Application Scenarios of Foundation Model in Voice
Cloud and Vehicle Deployment Solutions for Foundation Model Voice
Automotive Voice Capabilities
Overview of Voice Foundation Model Solutions
Solutions to Industry Pain Points in Voice (1)
Solutions to Industry Pain Points in Voice (2)
Solutions to Industry Pain Points in Voice (3)
Solutions to Industry Pain Points in Voice (4)
Future Plans for Foundation Model Voice
Technical Reserves in Automotive Voice
3.7 Mobvoi
AI Voice Core Technologies
Intelligent Automotive Voice Solutions (1)
Intelligent Automotive Voice Solutions (2)
Foundation Model Solutions: Sequence Monkey (1)
Foundation Model Solutions: Sequence Monkey (2)
3.8 Pachira
Core Voice Technologies (1)
Core Voice Technologies (2)
Core Voice Technologies (3)
Voice Foundation Model Solutions
Intelligent Cockpit Foundation Model (Hybrid Architecture + Open Integration)
Automotive Voice Solutions (1)
Automotive Voice Solutions (2)
Advantages of Voice Products (1)
Advantages of Voice Products (2)
Highlights of Intelligent Cockpit Human-Machine Interaction Products
3.9 Huawei
Empowerment of Voice Assistant Xiaoyi by Pangu Foundation Model (1)
Empowerment of Voice Assistant Xiaoyi by Pangu Foundation Model (2)
Empowerment of Voice Assistant Xiaoyi by Pangu Foundation Model (3)
Empowerment of Voice Assistant Xiaoyi by Pangu Foundation Model (4)
Pangu Foundation Model 3.0 (1)
Pangu Foundation Model 3.0 (2)
Xiaoyi Dialogue Flow
Iteration of Pangu Foundation Model
Upgrade of Xiaoyi Based on Pangu Foundation Model 5.0
Commercial Vehicle Application Cases of Pangu Automotive Foundation Model
Qianwu Engine
3.10 Baidu
Apollo Super Cockpit Capability Framework
Apollo Super Cockpit Capability Framework-Fusion Perception (1)
Apollo Super Cockpit Capability Framework-Fusion Perception (2)
Apollo Super Cockpit Capability Framework-Fusion Perception (3)
AI Foundation Model Cockpit-SIMO 2.0
Operating System Solutions Based on ERNIE Foundation Model (1)
Operating System Solutions Based on ERNIE Foundation Model (2)
DuerOS X's Automotive Voice Solutions
Development History of Xiaodu Automotive Voice (1)
Development History of Xiaodu Automotive Voice (2)
Development History of Xiaodu Automotive Voice (3)
Empowerment of Xiaodu Assistant by Foundation Model
Intelligent Cockpit Foundation Model 2.0
Basic Architecture of ERNIE Bot Foundation Model
3.11 Tencent
AI Interaction Driven by Foundation Model
Intelligent Cockpit Foundation Model Framework
Applications of Intelligent Cockpit Foundation Model (1)
Applications of Intelligent Cockpit Foundation Model (2)
Tencent Cloud's Intelligent Automotive Voice Assistant
Xiaowei's Voice Capabilities (1)
Xiaowei's Voice Capabilities (2)
Xiaowei's Voice Capabilities (3)
Application of TAI 5.0 Foundation Model in Voice Interaction
AI Lab's Voice Technologies (1)
AI Lab's Voice Technologies (2)
AI Lab's Intelligent Voice Interaction System
AI Lab's Multimodal Interaction
AI Lab's Front-End Solutions for Automotive Voice
Advantages of AI Lab's Front-End Solutions for Automotive Voice
AI Lab's Voice Wake-up
3.12 Alibaba
Types of Foundation Models
Genie Platform's Automotive Voice Solutions
Capabilities of Banma Foundation Model
Banma Voice AI Technologies
DAMO Academy's Voice Technologies
DAMO Academy's Open-Source TTS
DAMO Academy's Open-Source ASR
3.13 SenseTime
Foundation Model Voice Capabilities
Humanoid Foundation Model for Creating Emotional Interaction Scenarios
Cockpit AI Products
Multimodal Processing Capability Framework
3.14 VoiceAI
Automotive Voice Product Line (1)
Automotive Voice Product Line (2)
Automotive Voice Product Line (3)
Underlying Voice Technologies

4 Automotive Voice Industry Chain

4.1 PATEO
Human-Machine Interaction Technology: Qing iVoka
Qing AI Voice Capability Configuration (1)
Qing AI Voice Capability Configuration (2)
Evolution of Qing AI Assistant
AI Language Foundation Model Layout
4.2 Tinnove
Interaction Framework
Voice Engine
4.3 Megatronix
Voice System Functions
Voice Development Kit
Foundation Model + Automotive Voice
4.4 Haitian Ruisheng
Voice Business (1)
Voice Business (2)
Solution for In-Vehicle Foundation Model Voice Requirements
Training Dataset Structure (Smart Voice)
Product Coverage
4.5 DataBaker
Voice Data Services (1)
Voice Data Services (2)
Voice Foundation Model Products
4.6 Magic Data
Automotive Voice Business
Voice Foundation Model SFT Dataset
Voice Foundation Model SFT Dataset
High-Quality Chinese Dataset for Voice Cloning Foundation Model
High-Quality Chinese Dataset for Voice Cloning Foundation Model
Automotive Customer Collaboration Cases
4.7 Chipintelli
Voice Chip: Cl11 Series
Voice Chip: Cl11 Series Application Diagram
Voice Chip: CI13 Series
CI1311 & CI1312 Chip Application Diagram
Voice Chip
In-Vehicle Solutions: Pure Offline Voice Solution
In-Vehicle Solutions: Offline + Online Voice Solution
In-Vehicle Solutions: Offline Voice + IoT Solution
Voice Algorithm
Voice Algorithm
4.8 WUQi Micro Automotive-Grade AI Voice Chip: WQ5301

5 Automotive Voice Development Trends

Summary of OEMs' Foundation Model Configuration Parameters (1)
Summary of OEMs' Foundation Model Configuration Parameters (2)
Trend 1:
Trend 2: With the Rise of In-House Voice Development, Voice Control Is Gradually Extending Beyond the Vehicle.
Trend 3:
Trend 4:
Trend 5:
Trend 6: