理想TOP2·2025-07-22 13:22Core Viewpoint - The article discusses the challenges faced by Li Auto due to delays in the delivery of NVIDIA's Thor chips, which are critical for the company's new range of vehicles. The delays have prompted Li Auto to accelerate its own chip development efforts. Group 1: Chip Delivery Issues - Li Auto's suppliers were notified that the launch of the upgraded L series range was postponed from March to May due to delays in the delivery of NVIDIA's Thor chips [1] - The initial mass production timeline for the Thor chip was promised for the end of 2024, but this has been pushed back multiple times [1] - The first batch of Thor chips delivered by NVIDIA faced significant engineering and design issues, leading to a reduction in promised performance from 700 TOPS to below 500 TOPS [1] Group 2: Self-Development of Chips - In response to the delays, Li Auto is accelerating its self-developed chip project, aiming for delivery in the first quarter of next year [2] - The cost of the first self-developed chips for Li Auto and its competitors is estimated to be between 300 million to 400 million USD, with ongoing investments for the second chip development [2] - Li Auto is exploring the application of large model technology in vehicles, with a focus on improving feedback and adjustment cycles through self-developed chips [2] Group 3: Challenges with NVIDIA - Li Auto faced unreasonable demands from NVIDIA during the testing of the T chip, which included a refusal to provide a list of issues and solutions [3] - NVIDIA's contract terms with Li Auto were described as lacking penalties for delays and containing unfair clauses [3] - Despite these challenges, Li Auto has successfully launched a fully functional intelligent driving system and is progressing with the upcoming VLA model [3]