Mihael Zaper

Great Work💪🏻 instagram.com/reel/DV0201uAu…

@Marnix_Belgium It would be good if the item were sold by a different manufacturer. Currently, there are only issues, and these should decrease this year.

Here's Grok's comment on this: Overall, the NX9031 is a legitimate technical achievement and a smart strategic move for NIO to challenge Nvidia's grip on autonomous driving compute. If licensing ramps up successfully, the chip business could indeed grow into a major (potentially larger-margin) segment — but it's too soon to say it'll eclipse the car business outright. It's one of the more credible "China challenges Nvidia" stories in automotive AI hardware right now. NIO's Shenji NX9031 (often called Shenji NX9031 or simply NX9031) is their in-house developed autonomous driving chip, unveiled in late 2023 and entering mass production/vehicle use by 2025 (starting with models like the ET9 flagship sedan, and later expanded to others like ES6, ES8, and EC6).Key specs from NIO's claims and reports:Built on a 5nm automotive-grade process. Over 50 billion transistors. 32-core big-little CPU design. High memory bandwidth (around 546 GB/s, reportedly ~2x Nvidia's Thor-U in some metrics). Advanced ISP for image processing (6.5 Gpixels/s). Low latency (<5 ms for processing). Computing power: NIO states that one NX9031 delivers approximately 4 times the actual/ effective computing power of a single Nvidia Drive Orin-X (the automotive SoC Nvidia's Orin family variant commonly used in many Chinese EVs for ADAS/autonomous features). This directly matches the claim in your query: 1 NIO NX9031 chip = 4 Nvidia Orin-X chips (in terms of effective autonomous driving compute performance, per NIO's repeated assertions and confirmed in multiple sources from 2023–2026).For context on the numbers:A single Nvidia Orin-X typically delivers around 200–254 TOPS (trillion operations per second, often cited in INT8 or sparse compute for AI workloads). Four Orin-X would stack to roughly 800–1,000+ TOPS total. NIO has described the NX9031 as delivering around 1,000+ TOPS (e.g., ~1028 TOPS in some breakdowns), enabling it to replace a multi-Orin setup that many vehicles (including NIO's older models) used four of for high-end smart driving. NIO has deployed over 150,000 of these chips in their own vehicles as of early 2026 reports, and they've started external licensing/sales of the chip/tech (first deal reported in late 2025 to an automotive semiconductor company). CEO William Li has highlighted massive cost savings (~CNY 10,000 per vehicle advantage over Nvidia equivalents) and positioned it as a way to monetize heavy R&D investment (comparable to building thousands of battery swap stations).Could the chip business become bigger than NIO's car business?It's an ambitious bet with real potential, but it's early-stage and speculative.Bull case / why it could be huge:The global automotive chip market (especially for ADAS/autonomous driving) is exploding, dominated by Nvidia (Orin is widespread in China EVs). If NIO can license/sell the NX9031 (or future iterations) broadly — to other OEMs, Tier-1 suppliers, or chip firms — it could create high-margin recurring revenue independent of vehicle sales. Vertical integration reduces dependency on Nvidia (geopolitical/supply chain risks), cuts costs, and differentiates NIO (e.g., better performance per watt, lower latency for features like advanced vision or AI assistants). NIO's chip unit (Shenji) was reportedly nearing a $1.5B valuation in fundraising rounds by early 2026, showing investor interest. Success here could mirror how Tesla's Dojo/FSD chips or Mobileye's IP have created outsized value beyond just cars. Realistic caveats:It's primarily for L2+/L3-capable systems so far (not full L4/L5 robotaxi scale yet). Competition is fierce: Nvidia's newer Thor series, Qualcomm, Horizon Robotics, Black Sesame, and others are advancing fast. External adoption is just starting (first licensing deal in 2025), and scaling sales/licensing takes time — NIO's core business remains premium EVs, battery swap, and services. Vehicle sales volume and profitability still drive most of NIO's revenue; chips are a high-investment side bet (R&D cost billions CNY).

NIO's bet on world leading chips, could be a bigger business than their car business. 1 NIO NX9031 chip = 4 Nvidia Orin-X chips. It is a crazy achievement from NIO. #NIO #nvidia

@Almighty_Heini 5 sind nicht viel besser, aber der Sultzer ist entlassen und man Strukturiert um😂😂 Das kann Jahre dauern bis Li das Geschäft in Europa kapiert

February 2026 NEVcar registration numbers Germany, January in "()" BYD 3053 (2629) GWM 103 (44) Leapmotor 1091 (689) Lucid 7 (11) Lynk&Co 77 (51) $NIO 5 (1) Polestar 296 (532) Smart 356 (466) Tesla 2276 (1301) TOGG 16 (46) VinFast 10 (34) XPeng 331 (327) ZEEKR 12 (10)

@_mm85 Will Firefly soon be on par with Onvo? Is there no demand for Onvo products, or is everyone waiting for the new model?

$NIO February sales better than expected and I think Q1 earnings will also surprise positively.

@WilliamLiNIO When will the new models and Onvo models arrive in Europe? Here in Germany, Nio is currently letting a bonus expire because of their old models that nobody is buying anymore.

Thrilled to share that we delivered the 70,000th All-New ES8 today in Zhejiang Province!🎉 As one of NIO's core market, the All-New ES8 led large-SUV sales in eight cities across the province this January — on average 2 out of every 5 large SUVs sold were All-New ES8s. Big thanks to everyone. Let's Power Up! Let's Jiadian!⚡ #NIO #ES8 #BlueSkyComing

@NIOSwitzerland It would be a great fit for Europe and would boost sales. I have no idea why Nio isn't doing anything about it.

ONVO L60

@Almighty_Heini @WilliamLiNIO @NIOGlobal Jup, aber keine Kommunikation oder Stellungnahme von Nio. Aber Hey aussitzen ist ja auch Mode

@MZaper @WilliamLiNIO @NIOGlobal Uff, na da wissen wir jetzt wenigstens, warum die Expansion zum kompletten Stillstand gekommen ist. 😅🙈

Can we please get an unified $Nio Life & #Firefly merch online store for Europe? I would love to buy some merch but so far the products are only available for countries where #Nio is the distributor like Germany, Norway, Netherlands etc. @WilliamLiNIO @NIOGlobal

@Almighty_Heini @WilliamLiNIO @NIOGlobal Wäre Interessant wer die Fehler gemacht hat? Li oder Chen oder wer auch immer

@Almighty_Heini @WilliamLiNIO @NIOGlobal elektroauto-news.net/news/nio-deuts…

@ArthurShen Does Nio make money from this?

After Coca-Cola, NIO Power has partnered with Snickers, with up to 25 battery swap stations located at highway service areas set to feature Snickers-branded advertising wraps. $NIO

@Almighty_Heini Genau das mit dem Huhn meine ich 👌🏻

@MZaper Nope, verlinkt mal bitte. Ich kenne in der Richtung nur die Animationsvideos mit dem Huhn, aber die sind schon älter. Die sind aber von einem Nio Fan gemacht worden soweit ich weiß.

Haha Mr. P just talked about the need for this kind of $Nio advertising in his latest video and now they already did it. 😀 I think it's even better than the previous one, but good job #Nio!

@_mm85 @ItsMeeeeeeReal Hallo Marcel, kann man eigentlich sagen wie viel Nio mit Swap verdient? Es gibt ja zwischendurch Angebote wo eine gewisse Zahl an Swap‘s frei sind. Aber ich finde nichts was Nio zum Beispiel im Quartal damit verdient .

$NIO just hit 100,000,000 swaps completed. Comes at the time where they’ll post a profitable quarter. Yet, the narrative out there is swapping doesn’t scale or work financially. By now this narrative only shows the business interests of others, rather than reflecting reality.

@MissCryptoGER Wie weit geht’s noch?? 40k

Bitcoin fällt unter 64000$ Ich ab Montag:

@WiddlM3 @Almighty_Heini Wieder abmelden und neu Zulassen. Das machen Autohäuser auch zwischendurch das die Auto‘s vom Hof kommen sind halt einen Tag zugelassen und werden wieder abgemeldet

@MZaper @Almighty_Heini Naja, zweimal zulassen geht ja nicht

I had some hope for $Nio Germany after those decent December numbers, but boy was I wrong. 😅 #Nio

@Jas0nYu What does that mean? The cars simply aren't being bought.

@MZaper They are trying to fix

NIO’s 5 and 6 series models and the ONVO brand are now eligible for a seven-year low-interest financing program that is cheaper than Tesla’s, featuring APR 0.96% with 20% down payment, no penalty and service charge for early payments. $NIO $TSLA

@ChinaEV_Eng_Lif @NIOSwitzerland Zu oft und man sieht nichts davon

@NIOSwitzerland How many times did you tell people that Nio was in talks with car manufacturers about them joining Nio‘s swapping system?

Incredible how they creating fake news 🤦‍♂️🤦‍♂️🤦‍♂️