晚点独家丨蔚来正讨论为芯片自研部门引入战略投资者

Core Viewpoint - NIO plans to introduce strategic investors for its chip-related business, aiming to maintain control while potentially restructuring its operations [3][4][10]. Group 1: Chip Business Development - NIO's chip self-research team currently operates as a business department and plans to establish a project entity [4]. - The new company, Anhui Shenji Technology Co., Ltd., was registered on June 17, focusing on integrated circuit chip design and services [5]. - There are two potential scenarios for the post-financing equity structure: either external funding is introduced while retaining the chip self-research team within NIO, or an employee stock ownership plan is established [7]. Group 2: Chip Product Performance - NIO has launched two self-developed chip products: the "Yang Jian" lidar control chip and the "Shenji NX9031" intelligent driving chip, with the latter being a significant achievement [8]. - The Shenji NX9031 chip has superior performance metrics compared to third-party industry chips, with capabilities such as processing data from up to 25 high-definition cameras simultaneously and a latency of less than 5 milliseconds [9]. - The actual computing power of the Shenji NX9031 is approximately four times that of NVIDIA's Orin-X, with a memory bandwidth of 546 GB/s, double that of NVIDIA's Thor-U chip [9]. Group 3: Financial Performance and Cost Control - NIO aims to achieve profitability by the fourth quarter, having incurred a cumulative loss of approximately 22.4 billion yuan last year and a net loss of 6.75 billion yuan in the first three months of this year [10]. - To improve performance, NIO has implemented cost control and efficiency enhancement measures across various operations, including product development and sales [10]. - The management plans to complete organizational adjustments by the end of the second quarter, with 60% to 70% of changes expected to be in place, and further adjustments to reach 80% to 90% by the third quarter [10].