蔚来公布，缺芯了

Core Viewpoint - NIO has announced a change in the technical solution for the rear entertainment expansion feature of the new ES8 due to a shortage of supply for the required chips, effective from December 22, 2025, to ensure vehicle delivery [1] Group 1: Changes in Features - The new ES8 will no longer support local video playback via USB drives, although lossless music playback and wireless screen mirroring will remain unaffected [1] - The ability to output the vehicle's screen to an external display via the USB-C port in the armrest will also be discontinued, but data input and wired screen mirroring will still be supported, with a maximum resolution of 1080P [1] Group 2: Compensation Measures - NIO will provide a one-time compensation of 15,000 points to users who lock in the new ES8 with the new technical solution before December 31, 2025, credited to the primary user's account within three days of vehicle delivery [1] - Users can opt for the original technical solution after chip supply improves by paying 12,000 points or 1,200 yuan for retrofitting [1] Group 3: Chip Development and Strategy - NIO's founder, Li Bin, announced the successful application of the self-developed 5nm automotive-grade intelligent driving chip, Shenji NX9031, in multiple models, marking a significant milestone in NIO's chip strategy [7] - The Shenji NX9031 chip is noted for its high performance, equivalent to four NVIDIA Orin-X chips, and is designed to support long-term upgrades of intelligent driving algorithms and software [10] - NIO aims to ensure that its intelligent driving chips can operate safely under extreme conditions and provide high bandwidth and processing power for a decade [8] Group 4: Challenges and Achievements - NIO faced significant challenges during the chip development process, including the abrupt termination of a partnership, but managed to overcome these obstacles and advance the project ahead of schedule [9] - The successful first-time tape-out of the Shenji NX9031 chip is a notable achievement, as it is the first automotive-grade 5nm chip to be mass-produced and deployed in vehicles [10] - NIO's commitment to self-research and development in chip technology is seen as a long-term strategy to enhance competitiveness in the automotive industry [11]