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2026樂道L90發運搭載5nm智駕晶片
💡蔚來5nm智駕晶片與世界模型應用於L90，推動汽車AI硬體進展，對開發者關鍵。（42字）
⚡ 30 秒速覽
有什麼變化
全國發運即刻啟動
為什麼重要
強化蔚來智慧電動車陣容，以先進自動駕駛硬體提升競爭力，加劇中國智駕市場競爭。5nm晶片里程碑或影響汽車AI供應鏈。
下一步行動
以開放AV數據集基準測試NWM世界模型，用於多感測器融合研究。
誰應關注：Developers & AI Engineers
關鍵要點
- •全國發運即刻啟動
- •首批展試車4/21到店
- •新增激光雷達版與純視覺版
- •神玑NX9031 5nm智駕晶片配NWM
- •全新雙色車身與輪圈設計
🧠 深度解析
本篇為 AI 生成分析，非原文內容。
🔑 增強重點摘要
- •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.
📊 競品分析▸ 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 |
🛠️ 技術深入
- 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.
🔮 前景展望基於引用來源的 AI 分析
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.
⏳ 時間線
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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原始來源： IT之家 ↗
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