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这条“新闻”连噪音都算不上
蔚来押注自研芯片,剑指英伟达“霸权”
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href=\"https://finance.sina.com.cn/stock/usstock/c/2026-04-24/doc-inhvrnzu4498528.shtml\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"159813":"芯片","NVDB":"ProShares Ultra NVDA ETF","NVII":"Rex NVDA Growth & Income ETF","AAPL":"苹果","SOXY":"YieldMax Target 12 Semiconductor Option Income ETF","NVD2.UK":"2X NVIDIA ETP","NVDD":"1倍做空NVDA ETF-Direxion","SNVD.UK":"LS -1X NVIDIA","3NVD.UK":"LS 3X NVIDIA","SMHX":"VanEck Fabless Semiconductor ETF","CHPY":"YieldMax Semiconductor Portfolio Option Income ETF","NVD3.UK":"LS 3X NVIDIA","NVDG":"2倍做多NVDA ETF- Leverage Shares","CHAT":"ROUNDHILL GENERATIVE AI & TECHNOLOGY ETF","OND":"ProShares On-Demand ETF","2NVD.UK":"2X NVIDIA ETP","NVDS.UK":"LS -1X NVIDIA","NVDA":"英伟达","NIO.SI":"蔚来","MSFT":"微软","NVDQ":"2倍做空NVDA ETF-T-Rex","NVDS":"1.5倍做空NVDA ETF-Tradr","NIOG":"2倍做多NIO ETF-Leverage Shares","SOXL":"三倍做多半导体ETF-Direxion Daily","XSD":"SPDR S&P Semiconductor ETF","MAGY":"Roundhill Magnificent Seven 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ETF-GraniteShares","SOXX":"iShares费城交易所半导体ETF"},"source_url":"https://finance.sina.com.cn/stock/usstock/c/2026-04-24/doc-inhvrnzu4498528.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","article_id":"2629823346","content_text":"面对持续飙升的采购成本和愈演愈烈的“AI算力战争”,中国电动汽车制造商蔚来正全力加速“去英伟达化”。该公司日前宣布,其子品牌乐道新车型将全面搭载自研的“神玑NX9031”智驾芯片,试图以此摆脱对英伟达等海外巨头的依赖,掌握供应链主动权。\n 单车年省万元,自研芯片成降本利器\n 长期以来,高端智驾芯片由英伟达等巨头主导,车企议价空间有限。蔚来创始人李斌透露,在采购高峰期,公司一年向英伟达支付的费用高达3亿美元,单车芯片成本约为1.1万元。\n “从用研发换成本降低和毛利的角度,自研芯片肯定合算。”李斌表示。随着搭载自研芯片的“神玑NX9031”量产上车,蔚来单车芯片成本成功降低约1万元。若以当前数十万的年销量测算,这一举措每年能为公司节省超过18亿元的开支。\n “一颗抵四颗”:硬件性能对标行业顶配\n “神玑NX9031”是全球首款量产的5纳米车规级智驾芯片,在参数上表现激进。据悉,该芯片单颗算力性能可抵四颗英伟达Orin-X芯片,拥有超过500亿颗晶体管。在内存带宽和图像处理能力上,该芯片基于大模型需求进行了优化,旨在满足下一代自动驾驶算法的庞杂算力需求。\n 在2026款乐道L90车型上,Pro版本将搭载英伟达Orin X方案,而高阶版本则升级为自研的“神玑NX9031”及激光雷达方案。这种“高低搭配”的策略,显示了蔚来在过渡期对供应链的把控力。\n 从依赖到自立:构建AI时代的核心技术护城河\n 自研芯片不仅是出于降本考量,更是为了在AI时代掌握“迭代的确定性”。李斌指出,智驾芯片迭代极快,“不提供最新的技术,便无法参与市场竞争”。\n 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