🏠IT之家•Freshcollected in 19m
2026 Ledao L90 Ships with 5nm ADAS Chip
💡NIO's 5nm ADAS chip + world model in L90 advances automotive AI hardware for devs.
⚡ 30-Second TL;DR
What Changed
Nationwide shipment starts now
Why It Matters
Bolsters NIO's smart EV lineup with cutting-edge autonomy hardware, intensifying competition in China's ADAS market. The 5nm chip milestone could influence broader automotive AI supply chains.
What To Do Next
Benchmark NIO World Model NWM against open AV datasets for multi-sensor fusion research.
Who should care:Developers & AI Engineers
🧠 Deep Insight
AI-generated analysis for this event.
🔑 Enhanced Key Takeaways
- •The Shenji NX9031 is NIO's first in-house developed 5nm autonomous driving chip, designed to replace third-party solutions like NVIDIA Orin-X to improve vertical integration and cost efficiency.
- •The Ledao (Onvo) brand is positioned as a mass-market sub-brand under NIO, specifically targeting the competitive 200,000–300,000 RMB price segment to capture higher volume than the premium NIO-branded vehicles.
- •The integration of the NIO World Model (NWM) represents a shift toward end-to-end neural network architectures for autonomous driving, moving away from traditional rule-based software stacks.
📊 Competitor Analysis▸ Show
| Feature | Ledao L90 | Tesla Model Y | XPeng G6 |
|---|---|---|---|
| ADAS Chip | Shenji NX9031 (5nm) | HW 4.0 | NVIDIA Orin-X |
| Architecture | End-to-End (NWM) | End-to-End (FSD) | End-to-End (XBrain) |
| Positioning | Mass-market Premium | Mass-market | Mass-market |
🛠️ Technical Deep Dive
- Chip Architecture: The Shenji NX9031 utilizes a 5nm process node, optimized for high-throughput tensor processing required by the NIO World Model (NWM).
- Sensor Fusion: The Lidar-equipped variant utilizes a high-resolution long-range lidar sensor integrated into the roofline, fused with 8MP cameras for redundancy.
- Software Stack: The vehicle runs on the SkyOS-based intelligent cockpit and driving system, enabling seamless OTA updates for the NWM model weights.
🔮 Future ImplicationsAI analysis grounded in cited sources
NIO will achieve higher gross margins on the L90 compared to previous models.
In-house development of the NX9031 chip significantly reduces per-unit bill-of-materials (BOM) costs compared to sourcing high-end chips from external vendors.
The L90 will become the primary volume driver for NIO's total monthly deliveries.
The vehicle's aggressive pricing and mass-market positioning are designed to scale production volume beyond the capacity of the premium NIO-branded lineup.
⏳ Timeline
2024-05
NIO officially launches the Ledao (Onvo) brand.
2024-09
Initial deliveries of the first Ledao model (L60) commence.
2025-12
NIO announces the successful tape-out of the Shenji NX9031 chip.
2026-03
Ledao L90 receives regulatory approval for mass production in China.
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Original source: IT之家 ↗