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 - Li Auto's new model, the Li i8, is officially launched with a price range of 350,000 to 400,000 yuan, marking the company's first pure electric SUV and the first to feature the Nvidia Thor chip and MindVLA intelligent driving assistance [1][3][22] Group 1: Product Launch and Market Position - The Li i8 is set to be unveiled on July 29, with pre-order customers receiving priority delivery [1] - The i8's design has drawn criticism for its resemblance to the MEGA model, raising questions about its market competitiveness [3][22] - Despite challenges, Li Auto remains a leader in sales among new car manufacturers, with a significant increase in revenue and profit since the launch of the L9 model in 2022 [3][4] Group 2: Financial Performance - In Q4 2022, Li Auto became the first new car manufacturer to achieve positive net profit in a single quarter, with a gross margin of 22.2% [4] - The company has maintained a positive net profit for the entire year of 2023, despite a projected decline in net profit of nearly one-third in 2024 [8][22] Group 3: Strategic Shift to AI - Li Auto is transitioning from being solely an automotive company to a "space robotics" company, focusing on AI technologies [6][9] - The company has made significant investments in AI, with nearly half of its over 10 billion yuan annual R&D budget allocated to this area [13][17] - Li Auto's new AI-driven technologies, such as the E2E-VLM architecture, are expected to enhance the user experience in intelligent driving [21][22] Group 4: Competitive Landscape - Li Auto faces increasing competition from companies like Xiaomi and Leap Motor, which are offering similar features at lower prices [8][22] - The emergence of brands like AITO, which leverage Huawei's technology, poses additional challenges to Li Auto's market share [8][22] Group 5: Future Outlook - The i8 is seen as a critical product for showcasing Li Auto's AI capabilities, despite design criticisms [21][22] - The company plans to launch the i6 model later in 2025, which is expected to capture significant market opportunities [21][22] - Li Auto's ability to leverage AI technology will be crucial for its future success in a competitive market [22]

Key Points - Huang Renxun expressed a strong interest in purchasing a Xiaomi car, highlighting the successful collaboration between Nvidia and Xiaomi in the smart driving sector [4][5] - Meituan's CEO addressed the low profit margins in the food delivery industry, stating that no one has ever achieved a 5% profit margin in this sector [8][9] - Xiaopeng Motors announced an expansion plan to recruit 8,000 new employees, aiming to reach a total workforce of 30,000 by the end of the year, focusing on AI and smart driving talent [10] - DJI's veteran engineer Li Haonan has joined Miaodong Technology, indicating a shift in talent within the tech industry [11] - JD's full-time delivery riders have surpassed 150,000, and the company is enhancing rider benefits amid service changes [13] - Nvidia confirmed a surge in orders for its H20 chip from Chinese companies, indicating a strong demand in the AI sector [14] - Tesla's new Model Y L is set to launch with an expected price of around 400,000 yuan, showcasing the company's continued expansion in the electric vehicle market [29][31] - AMD has received approval to resume exports of its MI308 chip to China, marking a significant policy shift from the U.S. government [32] - Ford is recalling nearly one million vehicles in North America due to potential fuel pump issues, raising concerns about quality control [33] - AliExpress reported a 400% increase in sales from its Brazilian overseas warehouse, reflecting the platform's successful local market strategies [35]

出品丨虎嗅汽车组 作者丨李赓 头图丨视觉中国 从历史经验看，高通在特定赛道的表现，最终"决定权"往往不在自己手里：在智能手机的黄金十年，是三星、小米们的极致探索，成就了骁龙的霸主地 位；而在PC市场，微软与传统软件生态的步调迟疑，也让高通的Windows on ARM战略至今未能真正突破。 当战场转移至智能汽车，"决定者"的角色再次出现，顺势落在了中国汽车行业众多的智驾参与者头上。 中国智驾伙伴，推着高通往前走 6月底，高通再次在苏州举办了"汽车技术与合作峰会"。 在这场活动上，一幅完整的中国智能汽车产业图谱被精准地呈现出来。与会者名单本身就是一份宣言：从零跑、上汽通用、北汽等整车厂，到卓驭、 Momenta、元戎启行与博世这样的核心一级供应商 （Tier1） ，再到几乎覆盖所有细分领域的软件合作伙伴，高通的座上宾囊括了产业链的每一个关键 角色。 然而，与智能手机时代高通定义行业范式、引领技术演进的"固定模式"不同，进入智能驾驶时代：中国合作伙伴的力量变得更加强大，反倒成为了整个 生态的主要推动者。 一个最明显的迹象，在于一众中国合作伙伴在实际解决方案打造过程中的引领作用。 举一个核心例子。 此前，高通汽车业 ...

Core Insights - Qualcomm's historical performance in specific sectors often depends on external players, as seen in the smartphone era where companies like Samsung and Xiaomi propelled Snapdragon's dominance [1] - In the smart automotive sector, the decision-making power has shifted to numerous Chinese automotive participants, indicating a change in the ecosystem dynamics [2][8] Group 1: Qualcomm's Position in the Automotive Industry - Qualcomm hosted an "Automotive Technology and Cooperation Summit" in Suzhou, showcasing a comprehensive map of the Chinese smart automotive industry with key players from various segments [6][7] - Unlike the smartphone era where Qualcomm defined industry standards, in the smart driving era, Chinese partners have become the main drivers of the ecosystem, leading in the development of practical solutions [8] - The recent Snapdragon 8797 chip represents a shift from Qualcomm's previous product positioning, serving as a flexible "integrated central computing platform" rather than a purely smart driving chip [12] Group 2: Competitive Landscape and Market Dynamics - The Snapdragon 8797 chip boasts an estimated sparse equivalent computing power exceeding 700 TOPS, meeting the performance needs for both cockpit and smart driving applications [13] - Chinese partners are pushing for stronger AI performance, with some opting to use the more powerful 8797 chip for cockpit solutions instead of the newly released 8397 [14][15] - Xiaomi's approach is notably radical, integrating the consumer-grade Snapdragon 8 Gen 3 chip into the cockpit and deeply combining it with NVIDIA's Thor chip, highlighting a trend towards cross-brand chip integration [17][22] Group 3: Market Challenges and Opportunities - Qualcomm's product rollout speed is not industry-leading, with the Snapdragon 8797 expected to enter mass production in early 2026, lagging behind competitors [23] - Despite challenges in software support compared to NVIDIA, Qualcomm's partners can leverage their capabilities to fill gaps, allowing Qualcomm to focus on chip design and production [25] - The current market landscape shows that Qualcomm's mid-tier products, such as the 8620 and 8650, are gaining traction as mainstream options, driven by the cost-effectiveness of combining Qualcomm hardware with Chinese partners' software [26][28] Group 4: Innovation and Strategic Shifts - The intense competitive environment in China is fostering innovation, compelling all participants, including chip giants, to adopt more agile and market-responsive development models [34] - Major global players are increasingly focusing on the Chinese market, with strategies evolving to operate independently within China while developing competitive products for the global market [36] - The collaboration between companies like GAC Toyota and local partners such as Huawei and Xiaomi signifies a broader trend of integrating local resources to enhance competitiveness in the automotive sector [35]