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 - The article discusses the challenges faced by NVIDIA in the automotive sector, particularly in the context of its partnerships with major car manufacturers and the increasing competition from Chinese companies developing their own chips and software solutions [3][5][18]. Group 1: NVIDIA's Automotive Business Challenges - NVIDIA's automotive business, while significant, accounts for less than 2% of its total revenue of $130.5 billion, indicating that it is a relatively small segment for the company [11][58]. - The collaboration between NVIDIA and General Motors has faced internal criticism, with GM executives describing NVIDIA's autonomous driving solutions as "very scary" [5][6]. - Other automakers, such as Mercedes-Benz, have also expressed dissatisfaction with NVIDIA's performance, leading to a shift towards competitors like Momenta for autonomous driving solutions [9][11]. Group 2: Competition from Chinese Companies - Chinese automakers are increasingly developing their own AI chips, with companies like NIO and Xpeng already delivering their self-developed chips, posing a significant threat to NVIDIA's market share [19][30]. - The article highlights that the delay in NVIDIA's Thor chip delivery has prompted companies like Xpeng to pivot towards their self-developed chips, indicating a loss of confidence in NVIDIA's ability to meet delivery timelines [24][25]. - The competitive landscape is shifting, with Chinese companies rapidly advancing in autonomous driving software and hardware, making it difficult for NVIDIA to maintain its previous dominance [66][68]. Group 3: Implications of Chip Development - The development of self-research chips by automakers is seen as a strategic necessity, driven by the need for cost reduction and better integration with AI capabilities [45][49]. - The article notes that the challenges faced by NVIDIA in delivering the Thor chip have inadvertently accelerated the self-development of chips among leading Chinese automakers [31][30]. - The long development cycle for automotive chips, which can take up to four years, contrasts sharply with the faster-paced software development cycles seen in the industry [33][50]. Group 4: Cultural and Operational Differences - NVIDIA's corporate culture, which emphasizes long-term technological advancements, may not align with the immediate delivery needs of automotive clients, leading to operational friction [51][62]. - The article points out that NVIDIA's team in China lacks decision-making power compared to its larger U.S. team, which may hinder its responsiveness to local market demands [65]. - The disparity in urgency and operational focus between NVIDIA and its automotive partners has created a gap that competitors are eager to exploit [67][68].

Core Viewpoint - Intel is selling its stake in Mobileye for $900 million, which includes a direct buyback of $100 million, potentially leading to total proceeds of $1 billion. This move reflects Intel's strategic shift amidst challenges in the semiconductor and autonomous driving industries [1][2][3]. Group 1: Intel's Strategic Shift - Intel has faced significant challenges in recent years, particularly against competitors like AMD, Apple, and Nvidia, leading to a need for strategic adjustments under new CEO Chen Lifang [2]. - The sale of Mobileye shares is part of a broader strategy to optimize assets and focus on core business areas, particularly data center and AI chips, which are seen as future growth points [3][5]. Group 2: Mobileye's Market Position - Mobileye, acquired by Intel for $15.3 billion in 2017, has seen a decline in competitiveness as the market shifts towards fully autonomous driving solutions. The company has lowered its revenue expectations for 2024 to between $1.6 billion and $1.68 billion, down from previous estimates [3][5]. - Despite its challenges, Mobileye still has a cash flow, making it a target for asset optimization by Intel [3]. Group 3: Industry Dynamics - The sale of Mobileye shares highlights a shift in the automotive industry, where car manufacturers are increasingly seeking to regain control over technology and software, moving away from reliance on suppliers like Mobileye [8][10]. - The changing landscape indicates a move from a hardware-dominated model to one that emphasizes software and service revenues, with projections suggesting that by 2030, over 50% of automotive revenue will come from services and software [8][9]. Group 4: Future Implications - The transaction may signal the beginning of a broader industry reshuffle, as companies adapt to new market realities and seek to establish more flexible partnerships [11][12]. - The evolving dynamics suggest that smaller players may struggle to survive unless they can secure ongoing orders from car manufacturers or develop software monetization capabilities [12][13].

Core Insights - The first phase of the assisted driving test conducted by Phoenix Car Research Institute ranked the Li Auto L9 at the top with a score of 90, followed by the Aion M9 and Xiaopeng P7+ with scores of 87 and 76 respectively, while Xiaomi SU7 and Denza Z9GT shared the fourth position with a score of 70 [1][3] Group 1: Test Results - The test involved five models: Aion M9, Li Auto L9, Denza Z9GT, Xiaomi SU7, and Xiaopeng P7+, with the Li Auto L9 achieving the highest score [1] - The test was conducted over a 174 km route in Zhengzhou, covering various road conditions, and all vehicles completed the test within 4 to 4.5 hours [2][3] - The Aion M9 and Li Auto L9 were only 8 and 9 minutes slower than the estimated navigation time, while the other three models were slower by 20, 23, and 26 minutes respectively [2] Group 2: Vehicle Specifications - The Aion M9 is equipped with four laser radars, while the Li Auto L9 and Xiaomi SU7 have one each, and the Denza Z9GT has two [2] - The assisted driving chips in the Li Auto L9, Xiaomi SU7, and Xiaopeng P7+ have a computing power of 508 TOPS, while the Denza Z9GT has 254 TOPS [2] - The Aion M9's chip specifications were not disclosed [2] Group 3: Performance Metrics - In terms of takeover instances, the Li Auto L9 and Xiaopeng P7+ had the least with 6 instances, while the Xiaomi SU7 had 10, and the Aion M9 and Denza Z9GT had 7 and 8 respectively [3] - The Li Auto L9 received full marks in two major scoring categories, contributing to its top ranking in the assisted driving test [3]

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].

" 城区辅助驾驶不只是地平线的一份代表作，而是验证以此通往 「未来物理世界的基础设施」的试金石。 " 作者丨李雨晨 掉，5-10年希望把机器人业务给打爆掉。" 有熟悉余凯的投资人向雷峰网表示，"余凯有两个光环，一个是科学家一个是企业家。地平线永远在讲5- 10年后的故事。这个故事由余凯讲出来，会让你觉得看不到这件事会失败。" 因此，城区辅助驾驶不只是地平线在智能驾驶领域的一份代表作，而是验证以此通往"未来物理世界的基 础设施"这一道路的试金石。 临港，是上海最先看到日出的地方，也是2025地平线年度产品发布会的地方。声音略显沙哑的地平线创始 人兼CEO余凯说："这就像是地平线，日出东方，冉冉升起。" 参会的人都知道，这一次的主角是J6P和城区辅助驾驶方案。J6P的算力高达560TOPS，但这并不是余凯 要大书特书的重点。在这场2个半小时的发布会上，余凯用了接近2/3的时间去讲述地平线"从何而来"以 及"为何出发"。 他说，地平线从来不是单纯的芯片公司，不存在单纯智能驾驶芯片这个市场。 在过往的科技革命中，软硬件结合系统和软硬件分离系统有各自的优势：当硬件性能过剩时，软硬件分离 可以让硬件的性能得到更好的释放； ...