公众号记得加星标⭐️，第一时间看推送不会错过。 在 2026 年这个时间节点上，汽车芯片的讨论重心正在发生微妙变化。随着软件定义汽车进入工 程落地阶段，整车电子电气架构从分布式向集中式、域控式持续演进，车内对计算、实时控制与 系统安全的要求，开始被放到同一个技术框架下重新评估。 在此背景下，一些长期深耕汽车控制领域的老牌芯片巨头，也开始展示自己新的技术方向。它们 不再局限于传统 MCU 的定位，而是通过引入更先进的制程、更高的系统集成度以及面向软件架 构的设计思路，试图覆盖更复杂的整车控制与协同计算场景。 因此在 2026 年 CES 上，我们可以看到包括 NXP、瑞萨和TI这几个老牌汽车芯片巨头，正在以 系统级能力为核心，重新参与到软件定义汽车的核心架构竞争来，在英伟达、高通等厂商不断迭 代更新智驾与座舱芯片的今天，它们不谋而合地发动了一场新攻势。 从分布式霸主到智能化冲击 在传统汽车电子时代，整车采用的是高度分布式的 ECU 架构。一辆高端车型往往由数十甚至上百个 ECU 拼接而成，每颗芯片只服务于一个明确而稳定的功能 —— 发动机控制、车身电子、制动系统、 转向辅助，各司其职，互不干扰。这种架构在机械主 ...

Core Viewpoint - The article discusses the competitive landscape of the autonomous driving industry, focusing on NVIDIA's challenges in maintaining its market position against emerging Chinese companies and the shift towards self-developed chips by major automakers [5][15][50]. Group 1: NVIDIA's Market Position - NVIDIA's market capitalization has reached $4 trillion, making it the world's most valuable company, but it faces increasing competition from Chinese automakers who are trying to reduce reliance on NVIDIA's technology [5][15]. - General Motors' executives have expressed concerns about NVIDIA's autonomous driving solutions, indicating potential issues in their collaboration [7][8]. - Other automakers, such as Mercedes-Benz, have also reported that NVIDIA's autonomous driving performance is lagging behind that of Chinese startups like Momenta [10][11]. Group 2: Challenges in Chip Delivery - NVIDIA's latest Thor chip has faced multiple delays, impacting key clients like Li Auto, which has resulted in significant sales losses estimated at around 6 billion yuan due to postponed vehicle launches [18][19]. - The delays in chip delivery have prompted companies like Xiaopeng to pivot towards self-developed chips, as they can no longer rely on NVIDIA's timelines [20][24]. - The challenges faced by NVIDIA in delivering the Thor chip are attributed to design flaws and the complexity of automotive-grade chip production, which differs from consumer electronics [34][42][46]. Group 3: Shift Towards Self-Developed Chips - Major Chinese automakers are increasingly investing in self-developed chips to reduce costs and enhance compatibility with their AI technologies, with companies like NIO and Xiaopeng already making significant progress [25][35][37]. - The self-development of chips is seen as a strategic necessity for automakers to maintain competitiveness in the rapidly evolving autonomous driving market [38][39]. - The article highlights that the development of self-developed chips is a long-term commitment, with significant investments and risks involved, but it is becoming essential due to supply chain uncertainties [26][27][30]. Group 4: Competitive Landscape - The competition in the autonomous driving software space is intensifying, with Chinese companies like Momenta and Qingtou Zhihang rapidly advancing their technologies, often outpacing NVIDIA's offerings [51][53]. - NVIDIA's corporate culture and operational structure may hinder its ability to adapt quickly to the demands of the automotive industry, contrasting with the agile approaches of Chinese startups [52][54]. - The article suggests that the future of autonomous driving will likely see a shift towards more localized solutions, with Chinese companies capturing a larger share of the market as they innovate faster and align more closely with automotive needs [55].

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].