汽车元宇宙近日高频出现。1月10日，百度在Create AI开发者大会上发布了全球首个独立元宇宙解决方案——希壤元宇宙底座MetaStack，希壤覆盖了包括汽车、教育、消费在内超过20个核心领域。百度创始人李彦宏表示，通过对交通网络的智能化改造，可以把通行效率提升15%至30%。
头部车企也在加速驶入元宇宙赛道。在日前举行的全球规模最大的国际消费电子展（2023 CES）上，宝马集团、比亚迪等多家车企和科技巨头展示了最新的元宇宙概念技术。另一方面，产业规模有望超千亿元的汽车元宇宙产业基地最近落户上海。记者采访获悉，应对智能化竞争，汽车尤其新能源汽车领域产业公司正在积极拥抱元宇宙概念，加快数字化转型进程。
一、比亚迪新车搭载英伟达云游戏
宝马在2023 CES全球首发了i数字情感交互概念车Dee，该车能够做出不同的“面部”表情，表达喜悦、惊讶或赞同等情感，实现与人的沟通和交流。宝马集团董事长齐普策表示：“通过推出这款概念车，展示了硬件与软件相结合的全新可能性。这让宝马能够充分挖掘数字化创新的潜力，实现汽车向智能伙伴转型，这是汽车的未来发展方向。”
此次亮相2023 CES，中国车企比亚迪展示了其搭载英伟达（NVIDIA）GeForce NOW云游戏服务技术的新车，比亚迪汽车智能座舱在科技创新的赋能下，为用户带来更具可玩性的沉浸式游戏体验。比亚迪执行副总裁李柯表示，未来比亚迪将持续为车主打造更有趣和更可持续的驾驶体验。
“车载计算、人工智能以及网联的加速发展，助力汽车领域实现更高水平的车辆自动化、安全性、便利性和驾乘乐趣。在车内‘即时’进入多款备受欢迎的云游戏，标志着车载娱乐体验的发展达到新高度。”英伟达汽车部门副总裁Ali Kani说。
据悉，比亚迪与英伟达将进一步探讨在云游戏服务方面合作的可能性，将GeForce NOW引入国际汽车市场。此外，双方还计划共同定制GeForce NOW应用，为用户带来更身临现场的视觉、听觉体验，打造简单易操作的沉浸式游戏座舱。
“元宇宙概念是打开智能汽车市场的钥匙。”汽车行业分析师对记者分析称，除了居住空间、工作空间，汽车像一台配置了超级计算机的移动空间，有望助力实现人们第三空间（购物休闲场所）的沉浸式体验。英伟达云游戏服务的首批支持车企包括比亚迪、现代起亚以及吉利旗下的极星等。上述车企车型已经搭载了英伟达的自动驾驶平台和芯片，以此为基础，无需额外的座舱芯片就可为云游戏系统提供保障，这也是舱驾一体的实际应用。
二、智能座舱有望成为元宇宙车端入口
2022年12月22日，广汽集团宣布跨界联合宸境科技、爱奇艺共同开发智能座舱元宇宙“ADiGO PARK”，基于超显算力平台与头显外设，联动智能汽车全域核心系统，实现沉浸式的出行体验。
按照广汽集团计划，ADiGO PARK主机将采用AMD V1000与W6600系列芯片，打造国内最高算力的汽车座舱，对标高性能电脑。另外，广汽集团与爱奇艺奇遇VR联合开发的VR头显，双眼显示分辨率达到5K级别；广汽集团与宸境科技联合开发的行车体感技术，能通过座舱真实的触感，让用户多维度获得沉浸式体验。
“智能座舱是智能汽车产业发展中的重要场景应用单元，是用户体验最直观的车内科技。两项行业首发的技术代表了广汽集团在‘人机共驾’时代对智能座舱进化方向的最新思考和探索。”广汽研究院院长吴坚说，当元宇宙与智能座舱融合，汽车打开了虚拟世界的入口，为通往元宇宙世界打造了一个车端入口。广汽集团将持续加大面向未来移动出行新技术的研发投入。
国联证券研报认为，智能座舱将先于智能驾驶实现大规模落地。从供应端来看，汽车主机厂聚焦座舱差异化竞争，座舱成为新的流量入口，主机厂盈利模式丰富。从需求端来看，座舱科技成为重要的购车因素，消费者对于舒适性和娱乐性需求提升，多交互产品与功能可以提升行车安全性。
国联证券预测，智能座舱硬件单车配套价值量有望达到传统座舱的3倍至5倍。2022年至2025年，液晶中控、液晶仪表、座舱域控制器、平视显示系统、流媒体后视镜和驾驶员监测系统六种单品国内市场年均复合增速分别为5.08%、10.52%、82.68%、70.09%、53.17%和20.05%。
三、新能源车企积极投身数字化
在近日举办的上海嘉定2023年重大项目集中签约仪式上，嘉元信创落户安亭镇绿地经济城，计划打造汽车元宇宙产业基地，远期产业规模有望突破千亿元。该项目将应用虚幻引擎技术和人工智能技术，结合上汽集团所在嘉定安亭的优势汽车产业，引入汽车元宇宙研究院、超级算力公司、手语云公司、元宇宙销售公司等元宇宙相关企业。
上海市2022年7月发布的《上海市培育“元宇宙”新赛道行动方案（2022—2025年）》提出，到2025年，元宇宙相关产业规模达到3500亿元，带动全市软件和信息服务业规模超过15000亿元、电子信息制造业规模突破5500亿元。上海嘉定区有关人士表示，此次嘉元信创打造汽车元宇宙产业基地是对上述行动方案的践行。
据调研机构MarketsandMarkets的预测，到2030年，汽车元宇宙市场规模将达到165亿美元。而EV Volume的统计数据显示，2022年前11个月全球新能源乘用车的累计销量达880.9万辆，在全球乘用车市场中的份额提升至14%，其中纯电动车市场份额达到9.7%。汽车行业分析师表示，伴随新能源汽车竞争日益激烈，打造先进的电动车，车企的数字化能力至关重要。
事实上，中国新能源车相关公司在汽车元宇宙方面表现相对更为积极。蔚来、小鹏、理想、吉利汽车、上汽集团等已经先后对元宇宙商标进行了申请注册。在软件设计方面，小鹏近期交付的G9新车与Unity联合开发了搭载行业首个量产的全3D人机交互系统。
“除了智能座舱等应用，元宇宙技术对汽车设计、制造和营销都有帮助。”一数科技汽车事业部总裁宁述勇对记者说，从全球范围来看，中国目前的互联网科技发展迅速，5G、AI等技术研发未来在汽车元宇宙领域的应用前景值得期待。
翻译：
The automotive metaverse has been in high frequency recently. On January 10, Baidu unveiled the world’s first independent metauniverse solution, MetaStack, at the Create AI developer conference, which covers more than 20 core sectors including automotive, education and consumption. Robin Li, Baidu’s founder, said that intelligent improvements to the transport network could improve traffic efficiency by 15 to 30 per cent.
The top car companies are also accelerating into the metaverse circuit. At the 2023 CES, the world’s largest consumer electronics show, a number of car companies and tech giants, including BMW Group and BYD, demonstrated the latest metaverse concept technology. On the other hand, an automotive metacosmic industrial base with an industry scale expected to exceed 100 billion yuan has recently been established in Shanghai. Reporters learned that in response to intelligent competition, automotive industry companies, especially in the field of new energy vehicles, are actively embracing the concept of the meta-universe and accelerating the process of digital transformation.
First, BYD new car with Nvidia cloud game
In 2023 CES, BMW launched Dee, a concept car for digital emotional interaction. Dee can make different “facial” expressions to express joy, surprise or approval, so as to realize communication and exchange with people. “With the introduction of this concept car, we have demonstrated the whole new possibility of combining hardware and software,” said BMW Group Chairman John Ziptzer. This allows BMW to fully tap into the potential of digital innovation to transform cars into smart partners, which is the future of automotive development.”
At the 2023 CES, Chinese auto company BYD showed off its new car equipped with NVIDIA’s GeForce NOW cloud gaming service technology. Enabled by technological innovation, BYD auto intelligent cockpit will bring users a more playable and immersive gaming experience. Li Ke, executive vice president of BYD, said that BYD will continue to create more interesting and sustainable driving experiences for car owners in the future.
“Accelerating advances in on-board computing, artificial intelligence and connectivity are helping the automotive industry achieve higher levels of automation, safety, convenience and fun to drive. ‘Instant access’ to several popular cloud games in the car marks a new level of development in the in-car entertainment experience.” Ali Kani, vice president of Nvidia’s automotive division.
It is reported that BYD and Nvidia will further explore the possibility of cooperation in cloud gaming services to bring GeForce NOW to the international automotive market. In addition, the two sides also plan to jointly customize the GeForce NOW app to bring users a more hands-on visual and auditory experience, and create a simple and easy to operate immersive gaming cabin.
“The metaverse concept is the key to unlocking the smart car market.” Automobile industry analysts told reporters that in addition to living space and working space, a car is like a mobile space equipped with a supercomputer, which is expected to help realize the immersive experience of people’s third space (shopping and leisure place). The first car companies to support Nvidia’s cloud gaming service include BYD, Hyundai-Kia and Geely’s Polaris. These vehicles are already equipped with Nvidia’s autonomous driving platform and chips. Based on this, cloud gaming systems can be powered without additional cockpit chips, which is a practical application of pilot-cabin integration.
- The intelligent cockpit is expected to become the terminal entrance of the metaspace vehicle
On December 22, 2022, GAC Group announced that it would jointly develop the intelligent cabin meta-universe “ADiGO PARK” with Chen Jing Technology and iQiyi. Based on the superexplicit computing platform and headdisplay peripherals, it can link the global core system of intelligent vehicle to achieve immersive travel experience.
According to the plan of GAC Group, the ADiGO PARK host will adopt AMD V1000 and W6600 series chips to create the highest computing power of the automobile cabin in China and the highest performance computer. In addition, the VR headset jointly developed by GaC Group and iQiyi Adventure VR has a binocular display resolution of 5K level; The driving motion sensing technology, jointly developed by GAC Group and Chen Jing Technology, enables users to obtain multi-dimensional immersive experience through the real touch of the cabin.
“Intelligent cabin is an important scene application unit in the development of intelligent automobile industry, and it is the most intuitive in-car technology with user experience. The two industry-first technologies represent GAC Group’s latest thinking and exploration on the evolution direction of intelligent cockpit in the era of ‘man-machine co-driving’.” Wu Jian, president of GAC Research Institute, said that when the metaverse is integrated with the intelligent cabin, the car opens the entrance to the virtual world, creating a car-end entrance to the metaverse world. Gac Group will continue to increase investment in research and development of new technologies for future mobility.
Guolian Securities research report that intelligent cockpit will be ahead of intelligent driving to achieve large-scale landing. From the perspective of supply, the Oems focus on cabin differentiation competition, and the cabin becomes a new flow entry point. Oems have rich profit models. On the demand side, cabin technology has become an important factor for car purchase. Consumers have increased demands for comfort and entertainment, and multi-interactive products and functions can improve driving safety.
Guolian Securities predicted that the value of the smart cabin hardware bike is expected to reach 3 to 5 times that of the traditional cabin. From 2022 to 2025, the compound annual growth rate of six products in the domestic market is 5.08%, 10.52%, 82.68%, 70.09%, 53.17% and 20.05%, respectively, for LCD central control, LCD instrument, cockpit controller, head-up display system, streaming media mirror and driver monitoring system.
- New energy vehicle enterprises are actively engaged in digitalization
Recently held in Shanghai Jiading 2023 major projects concentrated signing ceremony, Jiayuan Xinchuan settled in Greenland Economic City, Anting Town, planning to build the automotive meta-universe industrial base, the long-term industrial scale is expected to exceed 100 billion yuan. The project will apply Unreal engine technology and artificial intelligence technology, combine with SAIC’s advantages in the automobile industry in Jiading Anting, and introduce the automotive metauniverse Research Institute, Super Computing company, Sign Language Cloud Company, Metauniverse Sales company and other metauniverse related enterprises.
According to the Action Plan of Shanghai Municipality to Cultivate a New Track of the “Metauniverse” (2022-2025) released in July 2022, by 2025, the scale of metauniverse related industries will reach 350 billion yuan, driving the scale of the city’s software and information service industry to exceed 1.5 trillion yuan, and the scale of the electronic information manufacturing industry to exceed 550 billion yuan. Shanghai Jiading District said, this time Jiayuan Xinchuang to build the auto meta-space industrial base is the practice of the above action plan.
According to research firm MarketsandMarkets, the auto metauniverse market will reach $16.5 billion by 2030. According to EV Volume’s statistics, in the first 11 months of 2022, the cumulative global sales of new energy passenger vehicles reached 8.809 million units, increasing its share in the global passenger car market to 14%, among which the market share of pure electric vehicles reached 9.7%. Auto industry analysts say digital capabilities are crucial to building advanced electric vehicles as competition for new energy vehicles intensifies.
In fact, China’s new energy vehicle related companies in the automotive metaverse performance is relatively more active. Nio, Xiaopeng, Ideal, Geely Automobile, SAIC Motor and other companies have successively applied for registration of the Metauniverse trademark. In terms of software design, Xiaopeng’s recently delivered G9 new car has jointly developed with Unity the industry’s first mass-produced full 3D human-computer interaction system.
“In addition to applications such as smart cabins, metaverse technology helps in car design, manufacturing and marketing.” Ning Shuyong, president of the automotive division of Yishu Technology, told reporters that from a global perspective, China’s current Internet technology development is rapid, 5G, AI and other technology research and development in the future in the field of automotive metauniverse application prospects are worth looking forward to.
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