Nvidia(US:NVDA) 3 6 Ke·2025-08-12 23:22Group 1 - Momenta has developed its own advanced driving assistance chip, which has recently been activated and is undergoing vehicle testing, positioning it against mainstream chips like Nvidia's Orin-X and Qualcomm's 8650 [1] - The chip's design allows for minimal modifications to the PCB, facilitating rapid mass production once it passes further tests [1] - Momenta's strategy for self-developed chips is primarily defensive, focusing on cost reduction and efficiency improvements rather than aggressive market capture [3] Group 2 - Momenta is expanding its international presence, with projects in Germany, the UK, Thailand, and Australia, and is nearing the SOP stage for its German project [2][7] - The company aims to reduce the cost of its urban driving assistance solutions to around 5,000 yuan, enhancing development efficiency and integration with its software [4] - Momenta has secured partnerships with major automotive manufacturers like BMW, Mercedes-Benz, and Toyota, which will help dilute the high costs associated with chip development [5] Group 3 - The company is also pursuing L4 autonomous driving technology, having established partnerships with Uber for Robotaxi services outside of China, which could significantly enhance its data collection and market valuation [8] - Momenta's major shareholder, SAIC Group, is supporting its overseas expansion, with plans to sell vehicles through MG channels in Europe [7] - The company is actively preparing for a potential public listing, which could reshape the landscape of the autonomous driving technology market [8]