申请入围"中国IC独角兽" 半导体高质量发展创新成果征集 在当下中国汽车智驾产业的发展进程中，自研芯片成为一股不可忽视的力量。从市场份额数据来看，不同企业的自研芯片各有表现。盖世汽车研究院数据 显示，2024年上半年，英伟达Orin-X以近73万颗的装机量，占据35.9%市场份额，在国内智驾芯片市场仍占据重要地位。但中国本土企业也在奋力追赶， 不断抢占市场份额。其中，地平线、华为、黑芝麻智能、蔚来汽车等企业已推出多款具备国际竞争力的产品。这些芯片在算力、能效比、量产进度及生态 布局方面展现出差异化优势，逐步挑战英伟达Orin的统治地位。 地平线作为国内智驾科技领域的佼佼者，根据高工智能汽车研究院数据，2024年上半年凭借征程系列计算方案，以28.65%的份额位居市场第一，在自主 品牌乘用车前视一体机计算方案市场（L2ADAS）更是以33.73%的市场份额跃居首位。其征程家族产品覆盖低、中、高阶全场景智驾量产需求，累计出货 量已超600万套，并且已经赋能超80家生态伙伴推出成熟产品，超40家投入主机厂定点及量产项目，强大的市场影响力和广泛的客户基础，使其在市场竞 争中优势明显。 黑芝麻智能同样表现不俗，2022 ...

2022年，英伟达推出全新一代Thor智驾芯片，巅峰算力可达2000 TFLOPS，是Altan的2倍，Orin的8倍。这是英伟达的旗舰车载芯片，未上市就成业界卷 王，关注度极高。 惊艳的数据，史无前例的性能，曾让不少拥趸兴奋高呼："能打败的英伟达的，只有英伟达自己！" 转眼三年过去，这款原打算2024年实现量产的明星芯片，交付却一再跳票。从当下的量产延迟看，英伟达未必打败了自己，但在Thor这款旗舰产品上，确 实给自己挖了不少坑。 延迟不仅拖累了车企的新车计划，也影响了英伟达自身的市场布局。按该公司平均1-2年迭代一款车载芯片的规律看，Thor之后已没有新规划的智驾芯片 产品了—— 黄仁勋是个危机感拉满的管理者，面对业界和投资者的审视，过去一年没少焦虑。黄仁勋想把压力藏在自己的黑色皮衣下面，但旗舰产品的一再难产，又 一次次戳破了老黄的皮衣。 产品刚发布之时，英伟达给Thor取了个霸气侧漏的中文名：雷神。这款芯片不仅性能拉爆，含着金钥匙出生，在时间节点上更是恰逢其时。原计划2024年 量产，刚好处于中国新能源汽车高阶智驾的爬坡与爆发期，一旦顺利"上车"，可以迅速吃到市场红利。 可事情，偏偏不顺利。 01"王炸 ...

Group 1 - Nvidia's Thor chip production has been delayed to mid-2025, falling behind the original schedule by a year and only offering a low-performance version with 750 TOPS [1][2] - The initial promise for mass production was set for 2024, a critical year for Chinese automakers transitioning in the electric vehicle market, but technical issues and global chip supply chain constraints have caused delays [2][3] - The chip's design integrates multiple functions, including autonomous driving and infotainment, which presents significant technical challenges, compounded by reliance on advanced manufacturing processes from TSMC [3][4] Group 2 - Chinese automaker NIO has developed its own smart driving chip, the NIO Godson NX9031, which was officially launched in December 2023, aiming to reduce dependency on Nvidia and enhance software-hardware synergy [5][6] - The NX9031 chip utilizes a 5nm process, offering superior performance compared to Nvidia's Orin chip, and is designed to support NIO's autonomous driving system [6] - NIO plans to integrate the NX9031 into its ET9 model by Q4 2024, with large-scale production expected in 2025, while still using Nvidia's solutions as a transitional measure [6] Group 3 - The development of domestic smart driving chips in China has progressed, with companies like NIO and Horizon attempting to break the dominance of international giants like Nvidia and Qualcomm [7][8] - Despite advancements, domestic chips face challenges in technology maturity and market competition, with predictions indicating that by 2025, only 30% of the market will be occupied by self-developed chips from Chinese automakers [7][9] - The competitive landscape is stratified, with Nvidia's Drive Thor and Qualcomm's Snapdragon Ride Flex expected to dominate the high-end market, while domestic chips are primarily focused on mid-range and low-end segments [9][10]