内容来源：https://aibusiness.com/intelligent-automation/nio-licenses-autonomous-driving-chip-tech

内容总结：

中国电动汽车制造商蔚来近日宣布，将对外授权其历时五年自主研发的智能驾驶芯片"神玑NX9031"。这一战略举措标志着蔚来首次通过芯片技术实现创收，并计划将应用场景拓展至机器人等非汽车领域。

在第三季度财报电话会议上，首席执行官李斌证实，该芯片已通过合资公司形式与安霸半导体等企业展开合作，共同推进技术商业化。据介绍，这款采用5纳米工艺的芯片集成500亿晶体管，其算力达英伟达Orin-X芯片的四倍，目前已应用于今年3月发布的ET9等车型。

行业观察显示，蔚来近年来持续加码芯片产业布局：今年6月将芯片研发部门独立为安徽神玑科技，本季度又组建芯片技术合资企业。尽管公司第三季度净亏损约4.89亿美元，但李斌强调将持续投入芯片技术研发，并定下2026年实现非美国通用会计准则盈利的目标。

业内人士指出，系统级芯片技术授权可能带来可观收益。随着智能驾驶芯片迈入商业化新阶段，蔚来正试图将技术优势转化为新的盈利增长点。

中文翻译：

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这家公司希望为其NX9031芯片开拓汽车以外的应用场景，包括机器人领域，以创造营收。

中国汽车制造商蔚来近期宣布，将对外授权其历时五年研发的自动驾驶芯片，潜在授权对象可能包括机器人企业。这家总部位于上海的企业在第三季度财报电话会议上披露了这一进展，其2024年已交付近22万辆高端电动汽车。

蔚来CEO李斌在电话会议中证实了这一安排，印证了国内媒体"晚点LatePost"11月中旬关于蔚来与某汽车半导体公司达成合作的报道。据了解，蔚来投入数十亿美元研发的"神玑"NX9031芯片将通过技术授权实现首次创收。该芯片已应用于蔚来旗下车型，包括3月发布并搭载双芯片的ET9轿车。

据这家电动车制造商介绍，这款集成500亿晶体管的芯片，其算力是蔚来此前采用的英伟达Orin-X芯片的四倍。

过去数月间的多项重要动向表明，蔚来正加速推进芯片技术商业化以获取投资回报。6月，蔚来将原内部芯片研发部门独立为安徽神玑科技有限公司；本周又确认安徽神玑与汽车芯片公司爱思立科技、半导体公司豪威科技组建了合资企业。

李斌在财报会议中表示："我们正通过合资方的资源网络，将芯片及集成电路设计能力推广至更多客户与潜在用户。"他进一步强调应用领域将突破汽车行业边界："计划向汽车与非汽车行业的更多企业开放芯片解决方案及相关技术。我们看好这款高算力芯片在机器人等多元设备上的应用潜力，将与技术伙伴共同拓展应用场景。"

这位CEO特别强调了芯片的技术规格与公司的决心："NX9031是业界首款5纳米制程智能驾驶芯片，从流片量产到整车全栈运营的进度均领先同性能竞品。长期来看，我们将持续投入芯片技术研发。"

尽管未透露具体授权金额，但业内人士指出系统级芯片技术授权收益可观。蔚来第三季度净亏损约4.889亿美元，不过李斌表示："公司目标是在2026年全年实现非公认会计准则下的盈利。"

这位掌舵人始终对蔚来芯片充满信心，曾在3月电动车行业论坛上直言："需要顶尖芯片的企业，可以来找蔚来。"

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英文来源：

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The company wants to find uses for its NX9031 that goes beyond cars, including robotics, to generate revenue.
Chinese automaker Nio is now licensing its proprietary autonomous driving chip, which could potentially include robotics companies, it's been working on for the past five years.
The Shanghai-based company, which reported delivering nearly 220,000 of its premium electric vehicles to customers in 2024, revealed the development in its Q3 earnings call.
Confirmation of the arrangement by CEO William Li backed up a report by Chinese media outlet LatePost in mid-November that the firm made a deal with an automotive semiconductor company.
Nio is understood to have spent billions of dollars developing the Shenji NX9031 chip, and the licensing of the tech will constitute the first revenue it has generated. It is already in use in Nio vehicles, including the ET9 sedan, which was released in March and features two chips.
According to the EV maker, the chip -- which packs 50 billion transistors -- features computing power that is four times greater than that of Nvidia's Orin-X, which it has used previously.
The news follows a couple of significant moves over the past few months that suggested Nio was intensifying its efforts on chip tech to seek a return on its investments.
In June, it established Anhui Shenji Technology -- which had previously functioned as an internal unit working on chips -- as a separate legal entity. This week, Nio confirmed a LatePost report that Anhui Shenji had formed a joint venture with Axera -- an automotive chip company -- and another company, OmniVision.
"We are leveraging our partners of this joint venture to sell our chip and also our IC design capabilities to other clients and also potential users," Li said on the earnings call.
Li went on to explain that usage will not be restricted to automotive applications.
"We are going to share our chip solution and the technologies with more industry players, both from the automotive as well as from the non-automotive industry," he continued. "We do see a good potential of applying this high-computing power resonant chip on different types of devices -- for example, on robots. So we will work with our tech partners together to explore more use cases and also application scenarios."
Li also used the call to underline the specification of the chip and that Nio was committed to its success.
"Our NX1931 is the first smart driving chip made with a five-nanometer process, and its tape-out mass production application on the car and also full-stack operations were all earlier than the competitors of similar performance in the industry. For the long term, we will continue our investments and also efforts in the chip-related technologies."
There was no mention, however, of what any licensing arrangement will mean in monetary value, although industry insiders have suggested that fees for system-on-a-chip tech licensing can be lucrative.
Nio reported a net loss of about $488.9 million in the third quarter, although Li said: "Our business target is to achieve profit for the full year 2026 on a non-GAAP basis."
He has long been bullish on the potential of Nio's chips, telling an EV industry conference in March: "If you want to buy the best chips, you can come to Nio."
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