NIO Ships 550k In‑House Chips
NIO says it has shipped over 550,000 self-developed chips and targets 35–40% automotive semiconductor localization by 2027, ramping in-house silicon to reduce supplier exposure. That scale-up underscores automakers' push to internalize critical chip stacks amid supply volatility. (x.com)
Li Bin delivered the update at the Advanced Manufacturing Summit in Shanghai on March 19, outlining NIO’s chip priorities and the industry challenges he sees for automotive semiconductors. (news.metal.com (news.metal.com)) NIO’s Yangjian LiDAR controller has shipped in excess of 400,000 units, while the Shenji NX9031 smart-driving processor has surpassed roughly 150,000 units and has been rolled into multiple NIO models since its mass-production run. (cnevpost.com (cnevpost.com)) Anhui Shenji, NIO’s chip arm, closed a Series A financing of just over RMB 2.2 billion in February and emerged with a post-money valuation near RMB 10 billion to fund advanced R&D and scale-up. (autonews.gasgoo.com (autonews.gasgoo.com)) NIO and its Shenji unit have begun commercial outreach: local reports say the supplier is in talks to offer its chips to other automakers including Geely and Leapmotor as it seeks external customers beyond the NIO ecosystem. (carnewschina.com (carnewschina.com)) Shenji has completed tape-out on a second, externally focused chip and NIO is moving to standardize its vehicle chip architecture to cover whole-vehicle options with no more than 400 specifications. (eletric-vehicles.com (eletric-vehicles.com)) (news.metal.com (news.metal.com)) Market reaction was muted, with analysts saying the chip-scale milestone had been largely priced in and shares showed limited movement after the announcement. (ainvest.com (ainvest.com))
