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Analysis on Li Auto's Layout in Electrification, Connectivity, Intelligence and Sharing, 2024-2025

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    Report

  • 270 Pages
  • March 2025
  • Region: Global
  • Research In China
  • ID: 6060292

Mind GPT: The 'super brain' of automotive AI

Li Xiang regards Mind GPT as the core of Li Auto’s AI strategy. As of January 2025, Mind GPT had undergone multiple iterations since December 2023, been installed in more than 500,000 vehicles, processed 120 million interaction requests daily, and performed tasks with the accuracy of 98.7%. Li Xiang proposed the goal of making Mind GPT rank amog the top three in the industry in the next few years.

On January 16, 2025, Li Auto officially started pushing OTA 7.0. The biggest highlight is that Mind GPT in “Lixiang Tongxue” was upgraded to Mind GPT-3o. Since the first version came out, Li Auto's Mind GPT has undergone multiple iterations and now boasts an intelligent agent from perception to cognition to active expression.

  • In April 2023, Mind GPT 1.0 was released;
  • In December 2023, Mind GPT 1.0 landed on vehicles with OTA 5.0 and was listed in the national foundation model registration. It is one of the earliest automotive large language models;
  • In August 2024, Mind GPT 2.0 was launched, featuring language understanding, Q&A, and logical reasoning. The model architecture is consisted of Mixture of Experts (MoE) and Transformer, doubling the model size;

In January 2025, Mind GPT-3o was pushed via OTA 7.0. It can listen, see and remember (connected with Face ID and family accounts, it can remember the preferences and requirements of family members), excel in reasoning (it can understand and dismantle complex problems, and intuitively display the process of perception and thinking through animation, that is, “Lixiang Tongxue Workflow”), express (it has a more human voice and supports dozens of modal particles; it can conduct more colloquial conversations; it is versatile and can sing and imitate animal sounds), and use 300+ tools (such as traffic restriction inquiry, Meituan, etc.).

As a powerful multi-modal end-to-end foundation model, Mind GPT-3o can understand multiple modalities such as speech, vision, and language, and provide feedback in hundreds of milliseconds. It can accurately perceive external information, deeply understand and express it naturally and accurately within a single architecture, building a complete and coherent intelligent processing system. Empowered by Mind GPT-3o, “Lixiang Tongxue” has achieved a qualitative leap in intelligent interaction and other aspects. “Lixiang Tongxue” has been comprehensively improved in terms of memory, planning, tools, and expression skills. It can complete tasks, improve cognition, and provide emotional companionship for passengers in vehicles.

In terms of intelligent interactive experience, “Lixiang Tongxue” has excellent perception and a wealth of knowledge. Even outside the cockpit, it can accurately answer questions related to various locations, and can keenly perceive animals, plants, cars, paintings, etc., and even know the surrounding buildings and geographical information.

At the same time, “Lixiang Tongxue” is not only a smart assistant, but also a considerate family member. It can accurately identify you and your family, remember everyone's preferences and special requirements, make every trip easier and more convenient, and truly make you the center.

In daily life, it can quickly check information about traffic restrictions, clearly present schedules, and filter high-quality restaurants on Meituan according to your tastes and needs. Not only that, it can also provide timely information on popular local events.

Cockpit evolution: from 'function stacking' to 'active foresight'

With the empowerment of Mind GPT-3o, the smart space has achieved all-round evolution via OTA 7.0. The newly upgraded RGB+IR visual module and rich multimodal information input allow “Lixiang Tongxue” to not only understand the instructions of users, but also see the situation in vehicles. The function enables “Lixiang Tongxue” to better understand the intentions of users. For example, when passengers in the vehicle are discussing a certain scenic spot, “Lixiang Tongxue” can quickly provide users with relevant information about the scenic spot, including introductions, navigation, etc. through visual recognition and voice analysis.

With the powerful cognitive capabilities of Mind GPT, “Lixiang Tongxue” can also become a 24-hour travel assistant, car assistant and entertainment assistant for the family. It can plan the best route in advance according to the user's daily travel habits and remind traffic information in real time. In terms of car use, AI Task Master adds an individual task, such as 'Close the sunshade when parking for a while.' It also supports extended services, such as 'Turn on the front air conditioner for ten minutes.'

For entertainment, “Lixiang Tongxue” can recommend suitable music, movies and other entertainment content according to the user's preferences. When the user wants to listen to a certain type of music, “Lixiang Tongxue” can quickly select songs that suit the user's taste from the massive music library and play them.

The “Lixiang Tongxue” APP goes online, allowing Lixiang AI to spread from IVI to mobile phones, homes and other scenarios, providing general AI services such as Q&A, visual recognition (like menus, animals and plants).

Advancement of Mind GPT-3o

The advancement of Mind GPT-3o stems from Li Auto’s full-stack independent R&D, scenario-based deep customization, hybrid deployment architecture, and ecological collaboration.

1. Multimodal end-to-end architecture: the industry's first full-link integration model

The 'multimodal end-to-end integration' architecture is the most distinctive feature of Mind GPT-3o. Unlike traditional automotive foundation models that rely on modular stacking (such as independent speech recognition and image processing modules), Mind GPT-3o achieves deep integration of speech, vision, and language understanding through a single model. The complete link from perception to cognition to expression is fulfilled in a closed loop in one model. This design greatly reduces system latency (response in hundreds of milliseconds) and reduces information loss caused by multi-module collaboration.

2. Data scale and rapid iteration.

Mind GPT-3o is trained on the basis of 3 trillion tokens of diverse data, covering multiple dimensions such as user habits, road scenarios, and voice interactions, far exceeding the industry average. OTA updates happen frequently. 17 iterations were completed via OTA in 2024, with an average cycle of 19 days. It responds quickly to user feedback and continuously optimizes functions (such as RedNote content call, multi-modal instruction integration), forming a closed loop of 'user feedback - model optimization - experience upgrade'.

3. Collaborative optimization of smart driving and smart cockpit

End-to-end architecture collaboration: Mind GPT-3o is deeply coupled with the smart driving system. For example, in scenarios such as highway toll stations and roundabout traffic, vision language models (VLMs) are used to assist end-to-end model decision-making to achieve anthropomorphic driving (such as automatically selecting ETC lanes and dynamically overtaking). However, the cockpits and smart driving systems of traditional OEMs are mostly independent modules with weak collaboration.

All-scenario coverage: It supports 'D2D' navigation, AI inference visualization and other functions. Combined with 2.9 billion kilometers of intelligent driving data, it forms a complete closed loop from perception to decision-making, and has better mobility ecosystem integration capabilities than competitors that only focus on cockpit interaction.

4. Full-stack self-developed architecture and in-depth scenario customization

Technical path: Li Auto is the first OEM that launched a fully self-developed multi-modal cognitive model. It uses the self-developed Taskformer neural network architecture to achieve unified feature representation of multi-modal data such as voice, vision, and text, avoiding system fragmentation that relies on third-party models.

Scenario focus: It is deeply optimized for the automotive environment, covering 111 fields and more than 1,000 exclusive capabilities (such as semantic understanding, multilingual communication, fuzzy perception, etc.), especially in spatial command execution in family scenarios (such as air-to-air control of the rear screen, voiceprint recognition) and personalized services (such as children's mode, holiday greetings).

5. Flexibility of cloud + edge hybrid deployment

Computing efficiency: Through the inference load distribution of cloud GPT and edge NPU, its dependence on hardware computing power is reduced, so that old vehicle models can also run foundation models smoothly. Compared with the edge-only deployment of some competitors (relying on 8295 and Orin), it has stronger compatibility.

Balance between privacy and performance: Critical tasks (such as navigation and vehicle control) are processed by the edge to ensure privacy, and complex tasks (such as Q&A, entertainment) call cloud computing power to improve the experience, taking into account both efficiency and security.

6. Complex task processing: an “active assistant” that goes beyond command execution

The breakthrough of Mind GPT-3o is to upgrade the foundation model from a “question-answering tool” to a “task planning hub”. Its core capabilities include:

Complex problem dismantling: For example, if a user puts forward a vague requirement like 'a family outing on the weekend', the model can automatically decompose it into sub-tasks such as route planning, attraction recommendation, diner reservations, weather, etc., and coordinate the automotive system with external APIs (such as Meituan and AutoNavi) to complete these sub-tasks.

Tool chain integration: It has 20+ built-in vertical scenario tools such as traffic restriction query, calendar management, fault diagnosis, etc., and supports third-party service expansion.

Table of Contents

1. Profile and Overview of Li Auto
  • Profile
  • Development History
  • Sales Volume and Revenue (2024)
  • Sales Breakdown and Gross Margin (2024)
  • Factory Capacity Construction
  • Key Parts Manufacturing and R&D Layout
  • R&D Investment and Direction (2023)
  • Foreign Investment
  • Organizational Management and Channel Construction
  • Performance Management: Upgrade from OKR to PBC
  • Comprehensive Introduction of IPD Process Management
  • Matrix Organization Management
  • Marketing Channels
  • Retail Store Development
  • Learn all about Huawei
  • Adjust the Organizational Structure and Release L6
  • Organizational Structure Adjustment: Integration of Products and Businesses
2. Product Planning and Development Strategy
  • Vehicle Model Planning
  • Vehicle Model Planning Summary & Spectrum
  • Vehicle Model Platform Planning
  • Introduction to Vehicle Models Launched
  • Development Planning
  • Key Vehicle Models and Suppliers
  • Configuration Comparison Between Key Vehicle Models
  • Success of Vehicle Model Positioning
  • Main Suppliers of L8/L9 - Intelligent Connectivity
  • Main Suppliers of L8/L9 - Intelligent Cockpit
  • Intelligent Cockpit Parameters and Suppliers of L7
  • Other Suppliers of L7
3. Architecture and Domain Integration
  • EEA Evolution Roadmap
  • Sales Volume and Penetration Rate of Models with LEEA 2.0
  • Functional Modules and Supply Chain of LEEA 2.0 & LEEA 3.
  • Supply Chain of LEEA 2.0 - Autonomous Driving Domain Controller
  • Supply Chain of LEEA 2.0 - XCU and VIU
  • Supply Chain of LEEA 2.0 - TSN Protocol Stack
  • Design of LEEA 3.0: Central Computing Platform + 4 ZCUs
  • Supply Chain of LEEA 3.0 - CCU
  • Supply Chain of LEEA 3.0 - ZCU
  • Supply Chain of LEEA 3.0 - PCIE Switch & TSN Switch Communication Architecture
  • Supply Chain of LEEA 3.0 - SOA Software, Definition and Deployment of Multi-Level Services
  • Supply Chain of LEEA 3.0 - Real-time Operating System: LiOS
4. Basic Software
  • Software Layout
  • Software Business Layout
  • R&D centers
  • Intelligent Driving Software Business Layout
  • Li OS
  • OTA
  • Development and Evolution of OTA
  • Latest OTA Technology Features
  • OTA Update Requirements
  • OTA Update History: L Series Models of Li Auto
  • Details of OTA Updates
  • OTA 6.0: The AD MAX Version Fully Pushes Map-free NOA
  • 'Lixiang Tongxue' Supports Scenario Creation
  • L Series/MEGA Optimizes Human-Computer Interaction, Intelligent Driving NOA, etc.
  • Comprehensive Entertainment System Upgrade
5. Cloud Data and Foundation Models
  • Cloud Service Platform
  • Cloud Platform Layout
  • Cloud World Model of End-to-end Intelligent Driving
  • IoV Cloud
  • Data Storage Solution
  • Progress of Intelligent Computing Center
  • Foundation Models
  • AIGC Application: Application of Foundation Models in Autonomous Driving
  • AIGC Application: Smart Space 3.0 Is Connected to Mind GPT
  • Lixiang Tongxue: Building Multiple Scenes
  • Mind GPT: Building AI Agent as Core of Foundation Model
  • Mind GPT: Multimodal Perception
  • Foundation Model Training Platform Adopts 4D Parallel Mode
  • Cooperate with NVIDIA to Land Inference Engine
  • Mind GPT Is Included In National Registration
  • Iteration of Mind GPT
  • Features of Mind GPT-3o
6. SOC and Domain Controllers
  • Cockpit Platform Evolution
  • Evolution of Cockpit SoCs
  • Cockpit Chips of Li ONE
  • Li Ai OS
  • Intelligent Driving SoC: Development Background and Progress
7. Intelligent Cockpit
  • Cockpit Platform
  • Cockpit configuration
  • Intelligent Cockpit Evolution
  • Cockpit-driving Integration Planning
  • Next-generation Cockpit Software System
  • Li AI Intelligent Cockpit Space System
  • Intelligent Cockpit Suppliers
  • Cockpit Design
  • Cockpit Design Features of Main New Models: 2024
  • Intelligent Cockpit Design of Li L6
  • Intelligent Cockpit Design of Li MEGA
  • Intelligent Cockpit Configuration of Li MEGA
  • Multimodal Interaction
  • Intelligent Cockpit Solution: IVI
  • Featured Multimodal Interactive Applications in the Cockpit
  • Intelligent Cockpit: Multi-modal Perception + Mind GPT
  • Multimodal Interactive OTA Content
  • AD Max Adds AI Smart Bluetooth Key and Other Functions
  • Intelligent Voice
  • 'Lixiang Tongxue' Module Design Empowered by MindGPT
  • Flagship Model Equipped with Voice: MEGA Ultra
  • Application Scenarios of Mind GPT in 'Lixiang Tongxue'
  • Skills of 'Lixiang Tongxue'
  • Details of Voice OTA
8. Comfort and Sound System
  • Audio
  • Sales of Models with Different Speakers
  • Audio of Li L6
  • Speakers of L Series
  • Audio of Li Mega
  • Typical Models with Next-generation audio systems
  • In-vehicle Entertainment Experience Upgrade
  • Comfort System
  • Installation of Automotive Fragrance and Air Purification System
  • Fragrance and Air Purification System
  • Comparison between Air Purification and Fragrance System of All Models
  • Smart Child Safety Seats Launched in the Mall
9. Automotive Display
  • Multiple Screens/Combined Screens
  • Installation: Models/Sales Volume
  • Typical Models with Multiple Screens/Combined Screens
  • Novel Display
  • XR/VR
  • Automotive XR Layout
  • Features of Rayneo Air AR Glasses
  • Features of the Latest AR Glasses
10. Internet of Vehicles and Infotainment System
  • IVI
  • Iteration of IVI System
  • Latest IVI System
  • Typical Models with IVI Systems
  • Next-generation Infotainment System
  • XX Music Login
  • Automotive Ecology
  • Vehicle-phone Interconnection: Cooperate with Multiple Suppliers to Make Mobile Phones Control Vehicles
  • Vehicle-watch Interconnection: Cooperate with Multiple Suppliers to Make Watches Control Vehicles
  • Vehicle-home interconnection: Cooperate with Mobile Phone Vendors to Realize Vehicle-home Interconnection
  • Automotive Gaming
  • Xpeng & Automotive Gaming Layout
  • Announcement of Hardware Configuration for 5A E-sports Room Mode
11. Intelligent Driving System
  • ADAS and NOA
  • Intelligent Driving Algorithm Evolution Planning
  • ADAS Iteration Route
  • Iteration of NOA
  • Hardware Iteration and Suppliers of Intelligent Driving 1.0
  • AD Max System and L9
  • AD Pro System
  • Intelligent Driving 2.0: From AD MAX 2.0 to AD MAX 3.0
  • Intelligent Driving 2.0: Architecture of AD Max3.0
  • Intelligent Driving 3.0: End-to-end + VLM Dual System Architecture
  • Automated Parking System Development Route
  • Intelligent Parking and Summoning
  • Accelerate L3/L4 Layout, and Extend to AGI in the Future
  • L4 Autonomous Driving Planning
  • Intelligent Driving Technology Layout
  • Intelligent Driving Team and Product Development Model
  • Technical Layout: Chips
  • Technical Layout: Data Closed Loop
  • Intelligent Driving Algorithm: NPN
  • Intelligent Driving Algorithm: TIN
  • Intelligent Driving Algorithms: Occupancy Network Model
  • Algorithm Architecture of AD 3.0 - End-to-end Algorithm Architecture Based on Foundation Models
  • Perception Algorithm: BEV+Transformer+OCC
  • planning and Control Algorithm: Spatio-temporal Joint Planning + MPC Model
  • Autonomous Driving Training Platform: Poseidon Training Platform
  • Technical Layout: Data Closed Loop
  • L4 Autonomous Driving Technology Base
  • End-to-end
  • End-to-end Solution Evolution
  • End-to-end Solution Evolution: System 1 + System 2
  • End-to-end Solution Evolution : Reconstruction + Generation Of World Models
  • Underlying Technologies of End-to-end Intelligent Driving Algorithms
  • End-to-end Solutions: DriveVLM - Architecture
  • End-to-end Solutions: DriveVLM - Rendering Effects
  • End-to-end Solutions: DriveVLM - Processing of BEV and Text Features
  • End-to-end Solutions: L3 Autonomous Driving
  • End-to-end Solutions: Build a Complete Foundation Model from AD Max 3.0
  • Intelligent Driving Training Process and Computing Power
  • Progress in Intelligent Driving in 2024
  • Integrate BEV Perception Architecture with Lidar to Improve AEB Performance
  • Push All-round Low-speed AEB for Parking and Low-speed Driving Scenarios
  • Push Mapless NOA to AD Max Users
  • Intelligent Driving Mobility Report
  • Initiate In-depth Cooperation with Tsinghua University in Intelligent Vehicle Technology R&D
  • Intelligent Driving Mileage in 2024
12. Electrification
  • Electric Drive and Power Domain
  • Electric Drive System: Independent R&D and Production Strategy
  • Development History of Main Electric Drive Technologies for Battery-electric Platforms
  • V SiC Electric Drive System
  • SiC Module and Electric Drive Projects Are Put into Production
  • Electrification Layout
  • Comparison between Models on Sale in Dynamic Performance
  • Electric Technology Layout
  • The First-generation Extended-range Electric Solution
  • The Second-generation Extended-range Electric Solution
  • The Second-generation Extended-range Electric X Platform: Chassis Control System
  • The Second-generation Extended-range Electric X Platform: Other Features
  • High-voltage Battery-electric Whale/Shark Platform
  • Energy Replenishment Modes
  • Battery-electric Strategy
  • Electrification Dynamics
  • Establish a Joint Laboratory with XXXXXX
  • Hybrid Power and Range Extension
  • Hybrid Route Planning
  • Intelligent REV 3.0
  • Extended Range System 2.0
13. Power Supply, Energy Replenishment and Thermal Management
  • Thermal Management
  • Development Stage of Automotive Thermal Management System
  • Thermal Management System of Li MEGA
  • Thermal Management System Suppliers of Li L9
  • V wide-temperature-range thermal management system
  • Four-way Valve Thermal Management System Solution
  • Thermal Management System Patents
  • Thermal Management System Structure and Suppliers of Li One
  • Thermal management system and drive system Suppliers of Li L9
  • Charging and Swapping
  • Charging Facility Development
  • Super Charging Network Planning
  • Super Charging Stations
  • Charging Network
  • kW DC Household Piles
  • Promote the Construction of 5C Super Charging Stations with XXXX
  • Signed a Cooperation Agreement with XXXX to Establish a Super Charging Energy Technology Company
  • Cooperate with Sinopec inr charging
14. Chassis Layout
  • Chassis Control System
  • Magic Carpet Air Suspension 2.0: Two Modes and Six Options
  • Magic Carpet Air Suspension Features
  • CDC Suspension 2.0
  • Intelligent Chassis Control System Solution: XCU
  • Intelligent Chassis Control System Application Cases
  • Integrated Die Casting Technology Solution
  • Cooperation in Integrated Die Casting

Companies Mentioned

  • Li Auto

Methodology

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