老黄又又又把中国车企坑了，还是看看远处的自研芯片吧

Core Viewpoint - The delay of NVIDIA's Thor chip has significantly impacted domestic automakers, particularly Xiaopeng and Li Auto, who were relying on its capabilities for their models [1][5][9]. Group 1: NVIDIA Thor Chip Issues - NVIDIA's Thor chip, initially promised for mass production by the end of 2024, has faced design issues leading to low yield rates, with CEO Jensen Huang admitting the problem lies with NVIDIA [1][5]. - The promised single-chip performance of 2000 TOPS has been downgraded to 700 TOPS, with actual tests showing performance around 500 TOPS, which does not provide a competitive advantage over existing solutions [3][5]. - The delay in Thor's production has forced companies like Xiaopeng to switch to alternative solutions, such as dual Orin X chips, to meet their production timelines [5][7]. Group 2: Impact on Domestic Automakers - Xiaopeng's G7 model had to switch to a self-developed Turing chip due to the Thor chip's repeated delays, with only the Ultra version utilizing the Turing chip [7][8]. - Li Auto's VLA model, which requires the Thor chip's processing power for advanced road recognition, is also significantly affected, as it cannot be deployed without it [9][11]. - Both companies are now looking towards self-developed chips as a more reliable solution, with Li Auto's "Schumacher" chip expected to be ready by Q1 2026 [11][20]. Group 3: Shift Towards Self-Developed Chips - The trend towards self-developed chips is gaining momentum among domestic automakers, with NIO having started its chip development as early as 2021, resulting in the release of the Tianji NX9031 chip with 1000 TOPS performance [17][19]. - Xiaopeng's Turing chip, with a performance of 750 TOPS, is also in development, although it has not yet been fully optimized for autonomous driving [19]. - Huawei's Ascend 910 B chip, designed for L3 level driving assistance, is another example of the shift towards self-reliance in chip development [20][23]. Group 4: Industry Implications - The delays caused by NVIDIA's Thor chip have inadvertently provided an opportunity for domestic competitors to catch up in the autonomous driving chip market [30][32]. - The necessity for self-developed chips is emphasized as a means to enhance vertical integration and better manage chip performance and deployment [30][32]. - The long-term accumulation of technology in chip design and manufacturing is crucial for companies to avoid dependency on external suppliers like NVIDIA [32].