晚点独家丨蔚来智驾芯片首次技术外供

Core Viewpoint - NIO is beginning to generate revenue from its high-cost project by licensing its self-developed advanced intelligent driving chip, "Shenji NX9031," to an automotive chip company [3][4]. Group 1: Chip Development and Commercialization - The Shenji NX9031 chip, developed using 5nm automotive-grade technology, has a computing power approximately four times that of NVIDIA's Orin-X [6]. - The project team for NX9031 consists of over 600 people and has a development cost comparable to building 1,000 battery swap stations, estimated at tens of billions of yuan [7]. - NIO's CEO, Li Bin, has indicated that the chip and operating system will be open to the industry, suggesting that NIO aims to position itself as a leading supplier of high-quality chips [7][8]. Group 2: Strategic Partnerships and Investments - NIO has established a joint venture, Chongqing Chuangyuan Zhihang Technology Co., Ltd., with Aixin Yuanzhi Semiconductor and Haowei Integrated Circuit Group, with a registered capital of 100 million yuan [8]. - Aixin Yuanzhi, a major shareholder in the joint venture, has shifted its focus to automotive chips after acquiring a subsidiary of Dahua Technology [8].