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Tencent News "First Line"

Author: Guo Yifei Editor: Yang Hao

In order to avoid being strangled in the chip supply chain and reduce dependence on overseas chips, the localization of automotive chips is accelerating.

On July 27,NIOOn NIO IN Innovation Technology Day, NIO announced the successful tape-out of the world’s first 5nm smart driving chip “Shenji NX9031”.

Tape-out is a key link in chip manufacturing. Once successful, it means that the chip has moved from the design stage to testing and verification. After the performance and quality meet the design requirements, the chip will enter large-scale mass production and will soon be used in vehicles for commercial purposes.

NIO founder Li Bin demonstrated the NIO Shenji NX9031 on site and said, "The chip performance exceeded expectations."

NIO said that as the industry's first high-end smart driving chip manufactured using 5nm automotive-grade technology, NIO's "Shenji NX9031" chip and underlying software have been independently designed. At present, NIO has not announced the specific performance of the chip. Li Bin previously said that NIO's goal is to use a self-developed chip to achieve the performance of the industry's four flagship smart driving chips.

According to previous plans, the Dimensity 9031 chip will be first installed on NIO's flagship sedan ET9 in the first quarter of 2025.

From the industry perspective, the current localization rate of in-vehicle computing chips is less than 10%. In the mid-to-high-end field, it is basically monopolized by Nvidia, Mobileye and Qualcomm, while the low-end market is mainly occupied by companies such as Horizon Robotics and Black Sesame. Since last year, companies including Wei, Xiaoli, and Li Auto have beenauspiciousAfter years of research and development, many domestic car companies, including, are gradually disclosing their chip progress.