Miao Wei: The lack of the car operating system will be fatal problems left for Chinese car companies for only three to five years

Economic Observation Network reporter Liu Xiaolin "In recent years, car companies have deeply realized the restrictions on the development of chip shortages on our development, but most companies have not realized that the lack of operating systems will be a fatal issue." "

On September 6, at the 2022 Global New Energy and Smart Car Supply Chain Innovation Conference hosted by the Electric Vehicle Hundred People Association, Miao Wei, deputy director of the Economic Committee of the National Committee of the Chinese People's Political Consultative Conference and the Minister of Industry and Information Technology, sounded a new alarm bell, emphasizing the existing existing in the automotive supply chain In the problem, the lack of autonomous vehicle operating systems will cause Chinese car companies to fall into a greater passive than core lack.

"The operating system is a more urgent supply chain problem than the chip." Miao Wei takes the lessons of the front car industry as an example, reminding that during the conversion process of functional mobile phones to smartphones, companies represented by Apple created unprecedented, closed, closed, closed, closed, closed, closed, closed, closed, closed, closed, closed, closed, closed, closed, and closed, and closed, and closed, closed, closed, closed, closed, closed, and closed. IOS, which is not open, has launched an open source, open and open Android operating system for the opportunity. Although Samsung also had a smartphone operating system at that time, Nokia also had its own Saipan smartphone operating system, but under the trend of open source, openness, and free of Android, except Apple occupied 10%-20%of the market share, almost all in the world in the world in the world Mobile phone manufacturers have chosen Android as the operating system.

"In the past, I also thought that there was no problem with open source and open operating system, but two years ago, the United States suppressed Huawei. In addition to the stop supply of the chip, the Android operating system also limited it. "APP application software on Android", Miao Wei said that this caused Hongmeng to be forced to temporarily transfer the previous industrial operating system. It is difficult for China to maintain Huawei customers. But abroad, the market that Huawei lost is very considerable.

"The lack of the operating system of the mobile phone, we deeply realized that during the conversion process of functional products to smart products, if there is no operating system, the chip is strong, and the car is better, it is a high -rise building on the beach. Miao Wei reminded that now Android has begun to enter the car company through the development of smart cars. In the next step, it will further penetrate the cockpit system and chassis system. In his opinion, the alarm bells have sounded, and the car cannot repeat the mistake of the mobile phone.

"I am worried that we will form a mobile phone after three years or five years. Smart cars in the world have adopted an open source, open, and free operating system. Once this ecosystem is formed, it is that it is that it is the ecology. The laws of jungle and winners are eaten. Mobile phones indicate that there are only the first and second and third in the world. I probably have the end of the global cars in the future. "

Miao Wei said that at present Tesla has decided to throw away AutoSar, write code by himself, and create a closed -loop operating system, just like the Apple of the year. He believes that, in addition to Tesla, there are currently at most one to two companies that have this ability, because if there are no millions of vehicles production and sales, there will be no autonomous driving function software and user APP software developers willing to be instead of instead of themselves. The operating system is adapted. "People must find the most operating system to adapt first. This is the ecology of industrial development. There is no way."

Miao Wei said that the importance of creating an independent vehicle operating system is that it can be decoupled to achieve hardware and software, that is, a operating system can adapt to several heterogeneous chips, which can adapt to different manufacturers of the same type Chip, this is no problem at the bottom layer of the operating system. And the future chip will be the same as the peripheral device of the computer, and it can also be used as a play and play. "So, solving the problem of operating systems, can also solve the problem of the development of our chip's advanced process to a certain extent."

Miao Wei said that fortunately, the global intelligent vehicle development pattern is not determined. The time window left to Chinese manufacturers is about three years and at most five years. "If we want to enhance the sense of urgency, I would rather use three years to create an autonomous, controllable, open source, and preferably free operating system through three years of hard work to form an industrial development ecosystem in the Chinese market. "

In China ’s automobile output accounts for one -third of the world, smart new energy vehicle production and sales accounted for more than half of the world. Miao Wei said," Our every move is enough to affect the world, so you can imagine it boldly. Leading of global car operating systems ".

In addition to the operating system problem, Miao Wei also paid attention to the development of another supply chain in the era of smart car in the speech entitled "Thinking of the Key Issues Faced by the current Automobile Supply Chain", the development of the cloud control platform.

"We must coordinate the development of the cloud control platform in overall consideration." Miao Wei said that recently, the US Department of Commerce restrict Nvida export GPU chips to China. This chip is crucial to training the artificial intelligence system. "Everyone is paying attention to the AI ​​chip used by the car end. It may rarely pay attention to the development of the chip used to train artificial intelligence systems in the cloud. We must make up for this short board."

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