小米汽车的电气化，连接性，情报，共享化分析(2024年)

小米汽车调查：小米汽车的优点与缺点

自SU7上市以来，小米4月和5月的出货量分别为7,058台和8,630台，6月和7月的出货量均超过10,000台。小米官方预计11月订单量为11万台，并需在8月至11月的四个月内实现月均交付1.6万台。

小米汽车的第一款车取得了成功，有很多优点，但它的发展也有几个缺点。

优势一：资金雄厚，10倍以上投资打磨畅销产品

与其他必须持续筹集资金的新兴汽车品牌相比，小米集团是一家上市公司，拥有约1000亿元现金。传统整车厂通常投入30-400名员工和1-20亿元的研发资金来开发一辆汽车。小米首款汽车的研发投入了3,400名工程师和100亿元人民币的研发资金，其中智慧驾驶关键技术投入高达47亿元人民币，专业团队规模超过1,000人。截至2024年上半年，小米汽车已获得约1,200项中国专利，其中大部分为自动驾驶专利及车辆设计专利。

优势二：品牌知名度高、粉丝群庞大

小米透过社群行销等行销方式建立了粉丝群。截至2023年第四季度，MIUI全球月活跃用户数已达6.41亿。雷军的个人微博粉丝数为2400万，远超其他新兴汽车品牌领导者。传统OEM领导者缺乏网路影响力。

小米集团新零售系统赋能汽车销售服务。小米打造了线上线下融合的新零售模式。线上通路主要为小米商城、小米有品（电商平台）、小米天猫旗舰店、小米京东旗舰店，线下通路主要为城市核心商圈的小米之家（包括直营和加盟）、经过认证的郊区、城镇的体验店/专区、服务店。截至2024年4月，小米集团线下门市总数为12,060家：5,993家小米之家/加盟店/专卖店+281家小米之家直营店+1,595家服务店+4,472家认证试用店/专区店。

到2024年7月，小米汽车将在全国开设30家配送中心、102家销售店和58家服务店。

优点三：资讯与智慧应用的融合，为小米汽车使用者带来人、车、家庭生态的便利。

2022年，小米决定统一各设备的作业系统，包含MIUI、Vela、Mina、IVI OS的软体架构。 2023年10月，小米发表HyperOS。 HyperOS是一个基于深度演进的Android和自主开发的Vela系统融合的系统，重写了底层架构，以实现所有设备的动态、即时联网，并提供全新的设备互联体验。

优点 4：优秀的行销与售前活动

小米擅长利用社群媒体和线上线下管道进行综合行销和推广。去年12月发表的小米汽车和今年3月发表的小米SU7尤其引人注目。凭藉这两则消息，小米车轻鬆霸占了各大社群媒体平台的热门搜榜。根据智微数据统计，12月上线当天，小米汽车收到了超过35万条贴文和超过200个全网热搜/话题标籤。本次发表会影响力指数达到80.6，高于97%的活动，高于98%的企业活动。就连真正的流量王、微博王的理想车也追不上。

本报告对小米汽车进行调查，分析其在电动化、网联化、智慧化、共享化等方面的产品和技术。

目录

第1章 小米汽车概要

• 简介
• 核心队
• 第1号车厢
• 销售和流通管道
• 小米的应用服务功能
• 小米的软体产品:HyperOS
• 投资动态
• 供应链
• 小米 SU7和竞争产品的比较
• 小米 SU7成功的理由

第2章 小米 SU7 E/E架构

• 小米 SU7 E/E架构图(1)
• 小米 SU7 E/E架构图(2)
• 小米 SU7 E/E架构图(3)
• 小米 SU7 E/E架构图(4)
• 小米 SU7 E/E架构图(5)
• 小米 SU7 E/E架构图(6)
• 小米 SU7 E/E架构图(7)

第3章 小米 Hyper OS

• 小米的OS的开发史
• HyperOS概要
• 小米 Hyper OS架构设计(1):整体架构
• 小米 Hyper OS架构设计(2):跨端层
• 小米 Hyper OS架构设计(3):中介软体层
• 小米 Hyper OS架构设计(4):内核层
• 小米 Hyper OS IVI的功能
• 小米 Hyper OS基础模式的点阅存取
• 小米 Hyper OS招聘Nuttx内核
• HyperOS的亮点1
• HyperOS的亮点2
• HyperOS和HarmonyOS的比较

第4章 小米 Modena和SOA

• "Modena" 架构和智慧型driving技术
• "Modena" 架构和智慧型驾驶座技术
• 小米 SOA技术(1)
• 小米 SOA技术(2)
• 小米 SOA技术(3)
• 小米 SOA的车辆OS通讯技术

第5章 语音和AI基础模式

• 小米软体产品：AI语音
• 小爱同学透过语音指令提供场景范围
• 语音任务分析与执行流程
• 与小爱同学的RAG精准匹配
• 小米人工智慧服务框架在作业系统中的部署位置
• 作为小米AI核心的两类基础模型

第6章 智慧型驾驶座和人·车·家庭生态系统

• 小米汽车智慧座舱系统
• 小米汽车智慧座舱域控平台
• 小米资讯娱乐系统
• 小米的人、车、家生态策略
• 小米的跨端连接系统
• 小米跨端连接系统的用途
• 小米跨端连接系统的车载应用
• 小米SU7週边产品
• 小米手机车机一体化解决方案：CarWith
• 小米生态域扩展硬体
• 小米生态域合作伙伴

第7章 电气化设计

• CTB技术
• 10路阀车辆热管理系统
• 热管理系统专利
• 小米超级引擎

第8章 整合压铸件和底盘系统

• 小米的整合压铸件核心技术
• 小米的整合压铸件技术解决方案实行案例
• 小米的整合压铸件技术专利
• 小米底盘系统

第9章 类人型机器人

• 小米的AI类人型机器人设计
• 小米的AI类人型机器人计划
• 小米的AI类人型机器人的简介
• 小米的AI类人型机器人硬体设备的分解
• 小米的AI类人型机器人的软体演算法

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