又一个车厂自研芯片，抛弃英伟达

Core Viewpoint - Rivian Automotive has launched its first custom computer chip for autonomous driving, named Autonomy+, which is priced significantly lower than Tesla's offerings, marking a pivotal moment in the company's journey towards achieving Level 4 autonomous driving [2][5][6]. Group 1: Chip Development and Technology - Rivian's core technology roadmap focuses on transitioning to in-house developed chips designed for vision-centric physical AI, with the first generation being a custom 5nm processor [4]. - The new chip, capable of executing 16 trillion operations per second (TOPS) in a dual-chip configuration, integrates processing and storage into a single multi-chip module, enhancing efficiency and performance [4]. - Rivian claims its chip can process 5 billion pixels of camera data per second and utilizes RivLink technology for low-latency interconnectivity, which increases processing capabilities [4][6]. Group 2: Competitive Positioning - Rivian's move to develop its own chips aligns it with Tesla, which is also pursuing in-house chip development for autonomous vehicles, while other manufacturers increasingly rely on Nvidia [5][6]. - The company plans to integrate LiDAR into its upcoming R2 model to improve redundancy and real-time driving performance, contrasting with Tesla's approach of not using LiDAR [5][8]. Group 3: Product Offerings and Pricing - The Autonomy+ driving assistance suite is priced at $2,500 for a one-time payment or $49.99 per month, significantly lower than Tesla's $8,000 full self-driving system [7][8]. - Rivian aims to launch a "no-look" driving feature by 2026, leveraging its advancements in chip technology and AI models [8]. Group 4: Long-term Goals and Market Strategy - Rivian's long-term goal is to achieve Level 4 autonomous driving, allowing vehicles to operate without human intervention under specific conditions [6]. - The company emphasizes deep vertical integration as a key strategy to reduce costs by eliminating supplier margins and customizing components according to its needs [6].