Xpeng Reportedly Considering Shelving Plans to Adopt Thor as Nvidia Chip Suffers Delays
Xpeng Reportedly Considering Shelving Plans to Adopt Thor as Nvidia Chip Suffers Delays
Xpeng is considering shelving plans to adopt the Thor chip in next year's new models, while Nio has no plans to use the Thor chip in next year's models, according to local media.
据当地媒体报道,小鹏正在考虑搁置在明年新车型中采用雷神芯片的计划,而蔚来没有计划在明年的车型中使用雷神芯片。
US chip giant Nvidia (NASDAQ: NVDA) is facing the potential risk of losing core customers, as Thor, its next-generation smart driving chip, suffers delays.
美国芯片巨头英伟达(纳斯达克股票代码:NVDA)正面临失去核心客户的潜在风险,因为其下一代智能驾驶芯片雷神遭受延误。
Xpeng (NYSE: XPEV) is considering shelving plans to use the Thor chip in next year's new models, local media outlet 36kr reported today.
当地媒体36kr今天报道,小鹏汽车(纽约证券交易所代码:XPEV)正在考虑搁置在明年新车型中使用雷神芯片的计划。
Nvidia had originally planned to have the Thor chip in mass production by mid-2024, but has now significantly delayed that plan, according to the report.
报告称,英伟达原本计划在2024年中期之前量产雷神芯片,但现在已大大推迟了该计划。
The chip is now expected to be fitted to cars by the middle of next year, but will be an entry-level version only, which is influencing some domestic car companies' decisions on new models, the report said.
报告称,该芯片现在预计将于明年年中安装在汽车上,但将仅是入门级版本,这正在影响一些国内汽车公司对新车型的决定。
Thor's mass production has been delayed to the point where car companies' in-house chips become mature, the report said, citing an industry source.
报告援引业内消息人士的话说,雷神的批量生产已经推迟到汽车公司的内部芯片成熟的地步。
Nvidia unveiled the Thor chip for autonomous driving on September 20, 2022, as a successor to Orin, targeting automakers' 2025 models.
英伟达于2022年9月20日推出了用于自动驾驶的雷神芯片,作为奥林的继任者,目标是汽车制造商的2025年车型。
The system-on-a-chip (SoC) delivers up to 2,000 teraflops (TOPS) of performance, and manufacturers can use them all in the self-driving pipeline, or use some for in-vehicle AI and infotainment systems, and some for driver assistance.
片上系统 (SoC) 可提供高达 2,000 万亿次浮点 (TOPS) 的性能,制造商可以在自动驾驶管道中全部使用它们,或者将一些用于车载人工智能和信息娱乐系统,一些用于驾驶辅助系统。
That performance is eight times that of Orin, which delivers 254 TOPS of computing power each.
这种性能是Orin的八倍,后者每台提供254 TOPS的计算能力。
The first customer Nvidia announced at the time that would use Thor was Zeekr (NYSE: ZK), with production of the first model powered by the chip set to begin in early 2025, the US chip giant said in September 2022.
这家美国芯片巨头在2022年9月表示,英伟达当时宣布将使用雷神的第一个客户是极客(纽约证券交易所代码:ZK),首款由该芯片组提供动力的型号将于2025年初开始生产。
On January 9 of this year, Nvidia announced that Li Auto (NASDAQ: LI) had selected the Thor central on-board computer to drive its next-generation fleet.
今年1月9日,英伟达宣布理想汽车(纳斯达克股票代码:LI)已选择雷神中央车载电脑来驱动其下一代车队。
On March 18, Nvidia said more Chinese auto brands, including BYD (HKG: 1211, OTCMKTS: BYDDY), Xpeng (NYSE: XPEV), and GAC Aion's premium brand Hyper, had joined Li Auto and Zeekr in building their future automotive roadmaps on Thor.
3月18日,英伟达表示,包括比亚迪(HKG:1211,OTCMKTS:BYDY)、小鹏(纽约证券交易所代码:XPEV)和广汽永安的高端品牌Hyper在内的更多中国汽车品牌已加入理想汽车和极客,在雷神的基础上制定未来的汽车路线图。
Xpeng originally considered using Thor on the P7+, which was launched on November 7, but due to delays with the chip, the electric sedan ended up using Orin, according to the report from 36kr today.
根据36kr今天的报道,小鹏最初考虑在11月7日推出的P7+上使用雷神,但由于该芯片的延迟,电动轿车最终使用了奥林。
Nio (NYSE: NIO) also hasn't pre-ordered Nvidia's Thor chip for next year's models, and its new models will use its in-house Shenji chip, Nvidia's Orin, and chips from Horizon Robotics, according to the report.
报告称,蔚来(纽约证券交易所代码:NIO)也没有为明年的机型预购英伟达的雷神芯片,其新机型将使用其内部的神机芯片、英伟达的Orin和Horizon Robotics的芯片。
Nio unveiled the Shenji NX9031 chip at Nio Day 2023 held on December 23, 2023 and the chip would be used in the ET9 executive flagship sedan. The sedan is already available for pre-order and the official launch is expected to be at the Nio Day 2024 event this Saturday.
蔚来在 2023 年 12 月 23 日举行的蔚来日 2023 上推出了 Shenji NX9031 芯片,该芯片将用于 ET9 行政旗舰轿车。该轿车已经可以预购,预计将在本周六的Nio Day活动中正式发布。
On July 27, Nio said at its innovation day event that the Shenji NX9031 autonomous driving chip had seen successful tape-out on a 5 nm manufacturing process.
7月27日,蔚来在其创新日活动中表示,神吉 NX9031 自动驾驶芯片已成功在5纳米制造工艺上量产。
Xpeng announced on August 28 at the launch of its new model, the Mona M03, that its first AI chip, Turing, saw successful tape-out on August 23.
小鹏汽车在8月28日发布其新车型Mona M03时宣布,其首款人工智能芯片图灵已于8月23日成功量产。
Li Auto is also working on its own smart driving chip, codenamed "Schumacher," according to the report in 36kr today.
根据今天36kr的报道,理想汽车也在开发自己的代号为 “舒马赫” 的智能驾驶芯片。
Li Auto is pre-researching a next-generation solution for end-to-end smart driving called VLA (visual language action modeling), which is expected to work better with its smart driving chip, which is slated for mass production in 2026, the report said, citing an insider, who added that it will make it less reliant on Thor.
报告援引一位内部人士的话说,理想汽车正在预先研究一种名为VLA(视觉语言动作建模)的下一代端到端智能驾驶解决方案,预计该解决方案将更好地与其智能驾驶芯片配合使用,该芯片定于2026年量产。他补充说,这将减少对雷神的依赖。
Thor's delay may be due to problems with the chip's architecture, the report said, citing a person close to Nvidia.
报告援引一位与英伟达关系密切的人士的话说,雷神的延迟可能是由于芯片的架构出现问题。
Thor is integrated with Blackwell, Nvidia 's latest generation of high-performance GPU architecture, which is specifically designed for Transformer, Large Language Model (LLM) and generative AI workloads. But so far this year, Blackwell's mass production has suffered many upsets.
雷神集成了英伟达最新一代高性能GPU架构Blackwell,该架构专为变形金刚、大型语言模型(LLM)和生成式人工智能工作负载而设计。但是今年到目前为止,布莱克韦尔的批量生产遭受了许多挫折。
Blackwell is manufactured using TSMC's 4 nm process and contains 208 billion transistors. Nvidia originally planned to ship the chip in the second quarter of this year, but there have been subsequent shipment delays, 36kr noted.
Blackwell 采用台积电的 4 纳米工艺制造,包含 2080晶体管。36kr指出,英伟达原计划在今年第二季度发货该芯片,但随后出现了发货延迟。
CAAM urges caution for Chinese automakers in buying US chips
中汽协敦促中国汽车制造商谨慎购买美国芯片