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1 / 29 2021 05 04 SOA S0790519100001 S0790120070082 SOA SOA SOA ECU SOA SOA SOA Linux UI QNX RT-Linux VxWorks AGL Android Version Apollo OS TAI AliOS2 / 29 1 SOA . 4 1.1 . 4 1.2 SOA . 7 2 . 9 2.1 . 9 2.1.1 . 10 2.1.2 . 11 2.1.3 Tier1 . 12 2.2 . 15 2.3 . 16 2.3.1 OTA . 16 2.3.2 . 17 3 . 18 3.1 QNX RT-Linux . 19 3.1.1 QNX . 19 3.1.2 Linux RTOS . 20 3.2 AGL Android . 20 3.2.1 AGL: Linux . 20 3.2.2 Android . 20 3.3 Apollo OS . 21 3.3.1 Version Linux . 21 3.3.2 OS . 22 3.3.3 Apollo ROS . 23 3.4 TAI AliOS . 24 3.4.1 TAI 300 . 24 3.4.2 AliOS IoT . 24 4 . 25 4.1 . 25 4.2 5G . 25 4.3 . 26 4.4 SDV . 26 5 . 27 1 . 4 2 95% . 5 3 51 . 5 4 “ ” . 6 5 20% . 7 6 . 7 7 2030 500 . 73 / 29 8 SOA / . 8 9 SOA . 9 10 . 9 11 . 10 12 . 11 13 . 12 14 . 12 15 AUTOSAR . 13 16 AUTOSAR . 14 17 AP AUTOSAR SOA . 14 18 AUTOSAR 284 . 15 19 AUTOSAR NeuSAR . 15 20 . 16 21 . 19 22 QNX . 20 23 QNX . 20 24 OTA 2014 V6.0 V10.0 . 22 25 HarmonyOS . 23 26 Apollo Android . 23 27 TAI3.0 . 24 28 AliOS Linux . 25 1 Hypervisor QNX . 10 2 Classic AUTOSAR Adaptive AUTOSAR . 14 3 OTA . 17 4 . 18 5 Android OS . 21 6 . 274 / 29 1 SOA E/E E/E ECU E/E 1.1 Software Define Vehicle 2007 4 IEEE 2016 15 / 29 1 AI E/E AI - - 2.0 MIT Lex Fridman 2020Q1 95% 2020 51.3 2012 Model S OTA 2012-2019 142 OTA 11 67 64 360 2014 V6.0 V10.0 2 95% 3 51 Lex Fridman Lex Fridman6 / 29 4 2 CPU Statista 2013 25.6 2019 33.2 iphone App Store 20% iOS 2020 WWDC 2300 Tier1 McKinsey analysis 2030 5007 / 29 5 20% 6 7 2030 500 McKinsey analysis 1.2 SOA E/E SOA E/E ECU LIN/CAN ECU ECU ECU ECU IT SOA SOA Service Oriented Architecture -20.0% -10.0% 0.0% 10.0% 20.0% 30.0% 40.0% 2013 2014 2015 2016 2017 2018 2019 2020 iphone/Mac 20.0% 30.0% 40.0% 50.0% 60.0% 70.0% 80.08 / 29 IP Model X SOA LIN/CAN SOA APP 8 SOA / SOA SOA 1 2 3 SOA ECU SOA T+0+1+7 T+0 T+1 APP T+7 iOS/ AP AUTOSAR SOA AUTOSEMO9 / 29 Linux 9 SOA 2 SOA SOA SOA 10 2.110 / 29 2.1.1 E/E E/E CPU AI SOC Hypervisor QNX Hypervisor 11 Hypervisor QNX ASIL D QNX Hypervisor COQOS Hypervisor ACRN L4RE QNX Hypervisor 2.0 ASIL D QNX Neutrino Linux Android Tier1 1 Hypervisor QNX QNX ACRN XEN(Mobica) COQOS L4RE VOSySmonitor 21 15 20K 25K 290K 30K 31K 100K Unix Unix Mobica ARM Elektrobit VOSyS SoC A3900 E3900 s8155 NXP R-Car 3 MT271211 / 29 QNX ACRN XEN(Mobica) COQOS L4RE VOSySmonitor NXP LMX8 820s R-CAR 3 A3900 MT2712 LMX8 NXP S32G R-Car 3 R-Car 3 Xillinx Zynq UltraScale+ MPSoC RZ/N1D ASIL D ASIL B ASIL C Tier 1 LG Parrot 2.1.2 System Calls 1 HMI Human Machine Interface 2 3 4 12 QNX Linux 90% 1 2019 QNX Neutrino / 90%/50% 2020 6 1.75 212 / 29 Linux WinCE Linux 3 2019 OS 1.0 Linux Lite OS IHS Automotive QNX Linux 90% 13 14 IHS Automotive 2.1.3 Tier1 0% 10% 20% 30% 40% 50% 60% 70% 80% 90% 100% 2014 2015 2016 2017E 2018E 2019E 2020E 2021E 2022E Linux(Android) QNX WinCE Others13 / 29 AUTOSAR OSEK QNX AUTOSAR EB VECTOR ETAS AUTOSAR CP AUTOSAR AP AUTOSAR SOA AUTOSAR 2003 AUTOSAR AUTOSAR AUTOSAR AUTOSAR MCU 1 BSW ECU 2 RTE AUTOSAR AUTOSAR AUTOSAR RTE 3 15 AUTOSAR AUTOSAR14 / 29 16 AUTOSAR AUTOSAR SOA AP AUTOSAR CP AUTOSAR ECU ECU SOA AUTOSAR 2017 AP AUTOSAR AP AUTOSAR CP AUTOSAR AP AUTOSAR 17 AP AUTOSAR SOA 2 Classic AUTOSAR Adaptive AUTOSAR Classic AUTOSAR Adaptive AUTOSAR C C+ ECU ECM VCV BMS MCU ASILD ASILB D15 / 29 Classic AUTOSAR Adaptive AUTOSAR FOA function-oriented architecture SOA service-oriented architecture CAN LIN SOA SOME/IP AUTOSAR OS OSEK OS POSIX OS Linux QNX AUTOSAR AUTOSAR 284 2020 5 Tier1 AUTOSAR Tier1 EB Continental ETAS Bosch VECTOR AP AUTOSAR Tier1 2020 7 Iceoryx ROS2 AP AUTOSAR 2020 12 ZF Middleware 2024 AP AUTOSAR MDC AP AUTOSAR AUTOSAR NeuSAR Tier1 18 AUTOSAR 284 19 AUTOSAR NeuSAR AUTOSAR 2.216 / 29 Tier1 20 2.3 IVI ADAS L1L5 ( ) 2.3.1 OTA OTA Over-The-Air Technology OTA17 / 29 Electrek 2019 FSD 10 OTA 1 2 3 /OTA Manager ECU OTA SOTA Software-Over-The-Air FOTA Firmware-Over-The-Air 1 FOTA ECU Model 3 OTA 4.6 4.1 FOTA FOTA 2 SOTA SOTA 3 OTA 2019 2018 2019 2020 2018 Model 3 ES8 ONE P7 EX5/EX6 Autopilot 3.0 NIO Pilot - Xpilot 3.0 Living Pilot 1 +12 +3 / +6 5 +12 +3 / +4 +1 1 +12 +1 / +4 5 +12 +9 / +4 +1 3 +12 +1 / +4 - NOMI OS - Xmart OS Living Engine Kitt NOMI WIKI P 15 11.3 +9.8 16.2 +12.3 14.96 +10.25 12.8 +12.3 FSD 6.4 NIO Pilot 1.5 3.9 Xpilot 3.0 3.6 2 OTA 2012 131+ 280+ 6 OTA 59+ 1900 3 2.3.2 E/E ECU SOA ADAS Upstream Security 2020 2016 2020 1 60518 / 29 4 2015 Charlie Miller Chris Valasek JEEP 140 2016 LEAF API 2016 Troy Hunt APP NissanConnect 2016 Tesla 2017 Tesla 360 IT 1 2 ECU CAN CAN ECU CAN 3 CAN 3 Linux UI QNX RT-Linux VxWorks Android AGL Version Apollo OS Xmart.OS Ali.OS19 / 29 21 3.1 QNX RT-Linux 3.1.1 QNX QNX ISO 26262 ASIL 80+ QNX Task QNX QNX Neutrino RTOS QNX Hypervisor QNX SDP QNX OS for Safety BlackBerry Jarvis BlackBerry QNX OTA ADAS QNX QNX 2020 6 1.75 QNX 75% Tier1 QNX OEM20 / 29 22 QNX 23 QNX QNX QNX 3.1.2 Linux RTOS Linux 1991 Linux QNX Linux Kurt-Linux Ingos RT patch RT-Linux Linux UI Version OS AliOS Linux 3.2 AGL Android 3.2.1 AGL: Linux Linux AGL 70%80% Linux 2014 AGL Automotive Grade Linux AGL UCB Tizen GENIVI Alliance 70% 80% 20-30 AGL 150 11 3.2.2 Android Android Linux Linux 2014 Google OAA Android Android Auto 2019 Google Android-Automotive Google Android Auto21 / 29 50 Android Auto Android Automotive Android Android Auto Android Automotive Google 2020 2021 Android Automotive OS Polestar 2 Android Automotive Android Android Automotive 5 Android OS Android Auto Android Automotive Android Auto APP Android Android Google Spotify GoogleAssistant 50 500 Android Auto Polestar 2 Android Automotive 2021 3.3 Apollo OS 3.3.1 Version Linux Version Linux Linux4.4 PyTorch Kafka IVI ADAS Linux OTA 2014 Model S Version 6 OTA 360 2014 V6.0 V10.022 / 29 24 OTA 2014 V6.0 V10.0 3.3.2 OS + 1 HOS HOS HOS IVI Linux API Tier1 2 AOS ASIL-D Security & Safety OS 3 VOS AUTOSAR ECU 4 Vehicle Stack SOA AUTOSAR 6 823 / 29 25 HarmonyOS 3.3.3 Apollo ROS 2017 “ ” Apollo 1.0 API 2018 7 AI Apollo3.0 OS 2019 12 Apollo Apollo 5.5 2020 Apollo 6.0 Apollo Ubuntu Linux Apollo ubuntu Linux Apollo ROS Ubuntu Apollo Android Apollo 2021 1 11 26 Apollo Android Apollo24 / 29 3.4 TAI AliOS 3.4.1 TAI 300 2017 11 AI in Car AI in Car TAI 2020 6 TAI3.0TAI3.0 APP 300 TAI3.0 2 Android Linux TAI 29 110 27 TAI3.0 3.4.2 AliOS IoT AliOS Pad IoT IoT AliOS 2014 Linux 2016 AliOS RX5 APP AliOS + PC Windows + Android iOS +APP AliOS 2016 7 AliOS RX5 eRX5 ERX5 i6 ei6 950 RX3 ZS 3 6 GS D90 10 2017 10 2018 AliOS 2019 3 2019 1225 / 29 28 AliOS Linux AliOS 4 4.1 2016 P7 L3 2020 9 Orin AI Atlan 1000TOPS 2025 Drive QNX QNX Neutrino A VP 360 DMS OTA OS3.0 2020 70 4.2 5G NRE+Royalty26 / 29 Linux 2013 Tier1 NRE Rightware MM Solution IP Royalty One GS4 GS8 ICVTank 2018 396.9 2022 739 CAGR 16.8% SoM + + SoM VR 5G+AI SoM 4.3 HUD W-HUD F7 WEY W-HUD W-HUD TFT DLP AR-HUD DLP AR-HUD TFT- AR-HUD AR-HUD AR-HUD 2021 OPPO W-HUD H6 ADAS 360 360 2013 360 200 3D 360 IHS 2025 A VM Around View Monito 261 A VM ADAS E300 4.4 SDV SDV27 / 29 ADAS IPO 3.87 Tier2-Tier1-Tier0.5 Tier2 Tier1 Tier0.5 SOA 6 EPS PE 2021E 2022E 2023E 2021E 2022E 2023E 002920.SZ 1.45 1.63 1.97 72.43 64.43 53.31 577.61 105.02 300496.SZ 1.44 1.93 2.58 93.30 69.61 52.07 568.50 134.35 002906.SZ 0.63 0.88 1.15 44.32 31.73 24.28 132.09 27.92 Wind ( 2021 4 30 ) 528 / 29 2017 7 1 R3 C3 C4 C5 C3 C4 C5 Buy 20% outperform 5% 20% Neutral 5% 5% underperform 5% overweight Neutral underperform 612 A 300 50029 / 29 1788 1 10 200120 2030 1 45 518000 18 C2 16 100044 1 B 5 710065
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