建议读者将其理解成信息线索，不默认为真。 25年7月22日，36氪汽车表示： " 去年底，理想汽车不少供应商收到通知，原定于今年 3 月推出的增程 L 系列改款车型集体推迟 至今年 5 月，所备物料跟随计划统一调整。 有理想核心供应商人士向 36 氪透露，这场变动正是因为英伟达 Thor 芯片未能及时交付。理想 汽车是英伟达汽车芯片的核心客户之一，曾首发了上一代英伟达智能辅助驾驶芯片 Orin 。 理想遭 遇的 Thor 交付延期，不是第一次，最早 Thor 芯片承诺的量产时间是 2024 年底。 有车企工程师向 36 氪讲述了配合 Thor 上车的过程，堪称煎熬。英伟达最早交付的 Thor 芯片， 存在大量工程和设计问题， " 连车规都没过，官方宣传的 700TOPS 算力，也不再承诺 " 。 双方对 Thor 进行了数轮调整后，才达到量产交付效果。但英伟达原先宣称的 700TOPS 算力， 已经缩水到 500 都不到。理想汽车今年计划在该芯片上部署参数量高达 30 亿的 VLA 模型，但 因算力不足，难度陡增。 据 36 氪了解，理想汽车已经在加快自研芯片的上车进度，提前了数月，计划在明年一季度交付 上车 ...

Core Viewpoint - Xiaopeng Motors has developed its own chip, the "Turing" chip, which boasts an effective computing power of 2250 TOPS for the entire vehicle and 800+ TOPS for the intelligent cockpit AI, significantly surpassing industry competitors by 26 times [1][4]. Chip Development and Strategy - Xiaopeng Motors began chip development in 2020, with the Turing chip expected to be successfully produced by 2024 and integrated into the G7 model [1]. - The G7 Max 702 long-range version is priced at 205,800 RMB, which was perceived as high compared to its performance capabilities [1]. - Despite developing its own chip, Xiaopeng Motors will continue to collaborate with Nvidia and other global partners for chip and software solutions [1][4]. Market Position and Future Outlook - The domestic chip industry has rapidly developed due to supportive policies, market expansion, and technological innovation, with many Chinese automakers, including Xiaopeng, entering chip development [4]. - Xiaopeng Motors aims to leverage its chip technology not only in automotive applications but also in flying cars and robotics, emphasizing the importance of self-developed chips for maximizing capabilities [5]. - The company plans to invest nearly 5 billion RMB in AI by 2025, indicating a strong commitment to technological advancement [4]. Global Expansion and Regulatory Challenges - Xiaopeng Motors has expanded its market presence to 46 countries and regions, with overseas sales expected to exceed 18,701 units in the first half of 2025, a 217% year-on-year increase [10]. - The company is set to initiate its global smart driving strategy next year, anticipating regulatory changes in Europe that may allow for advanced autonomous driving features [10]. - The founder emphasizes the importance of integrating humanistic values into corporate development, which is seen as a future trend in global markets [11].

Core Viewpoint - The automotive industry is shifting towards localization in response to global market dynamics, with increasing competitiveness among domestic chip manufacturers in China [1][15]. Group 1: Collaboration and Competition - Chery Automobile and Horizon Robotics have expanded their collaboration, with plans for mass production of the Horizon SuperDrive (HSD) system in Chery's vehicles starting as early as September 2023 [5][4]. - The partnership aims to integrate Horizon's chip solutions across Chery's entire product line, including both fuel and new energy vehicles, while still utilizing NVIDIA's solutions for certain models [5][6]. - Domestic chip companies like Horizon and Black Sesame are gradually gaining market share from established players like NVIDIA, which has historically dominated the smart driving chip market in China [5][6]. Group 2: Market Dynamics and Localization - The automotive industry in China is experiencing a significant shift towards smart technology, with local manufacturers increasingly adopting domestic chip solutions to reduce reliance on foreign suppliers [6][9]. - Major suppliers like Aptiv are also working towards localizing their chip supply chains, although they acknowledge that achieving full localization remains a challenge [9][14]. - The market share of Qualcomm in the smart cockpit chip sector has increased significantly, from 65.4% to 77.0% within a year, indicating a strong competitive landscape [10]. Group 3: Strategic Responses to Geopolitical Challenges - U.S. chip companies are facing challenges in the Chinese market due to geopolitical tensions and trade disputes, prompting them to consider local production strategies [13][15]. - Companies like Texas Instruments are exploring local manufacturing options in China to mitigate risks associated with supply chain disruptions and tariffs [14][15]. - The automotive supply chain is expected to adapt to these challenges, focusing on cost adjustments rather than severe shortages, as companies enhance their local capabilities [14].