Nvidia already has billion order backlog at production start of Orin processor

Nvidia already has billion order backlog at production start of Orin processor

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Against the backdrop of increased competition in the area of compute platforms for automated driving, Nvidia claims it is gaining market share. The company points to an order backlog of $11 billion as its Drive Orin platform enters production.
By Christoph Hammerschmidt

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At the eve of Nvidia’s GTC congress, the technology company announced that more than 25 automotive OEMs have adopted the Nvidia Drive Orin SoC as the basis for their automated driving (AD) concepts. While most carmakers deny to elaborate on their respective electronic systems, it is known that Mercedes-Benz entered into a strategic alliance with Nvidia; also tier-one suppliers like Continental and ZF Friedrichshafen do not deny that they use Nvidia-based computers to offer their driver assistance systems, at least for their high-end offerings. At GTC, Chinese EV manufacturers BYD and Lucid Group announced to join the Nvidia camp. According to Nvidia, the first OEMs plan to start series production of models that follow the design approach of software-defined vehicles and make use of Nvidia’s AI compute platform.

BYD as one of the world’s best-selling EV brands pans roll out next-generation EVs built on the DRIVE Hyperion software-defined platform starting in early 2023. These fleets will tap the power of DRIVE Orin to enable intelligent driving, parking capabilities and more.

Lucid revealed that its DreamDrive Pro advanced driver-assistance system is built on NVIDIA DRIVE. The NVIDIA centralized compute architecture is seamlessly integrated with the ADAS hardware of Lucid’s Air sedan delivered today. DreamDrive Pro is designed to grow in capability with over-the-air software updates through future-ready hardware already in place in the vehicle — enhancing the driving experience for customers with new functions and advanced features over time. Other OEMs from the EV newcomer camp include NIO, Xpeng, SAIC, Human Horizons Vinfast, and more. What they all have in common: They rely on Nvidia technology for electronic central control for various SAE levels, as the company has now announced. Orin this has been selected by 20 out of 30 top passenger electric carmakers globally, as Nvidia announced not without pride.

“Future cars will be fully programmable, evolving from many embedded controllers to powerful centralized computers — with AI and AV functionalities delivered through software updates and enhanced over the life of the car,” said Jensen Huang, founder and CEO of NVIDIA. “NVIDIA DRIVE Orin has been enormously successful with companies building this future, and is serving as the ideal AV and AI engine for the new-generation of EVs, robotaxis, shuttles and trucks.”

In contrast, BMW recently entered a strategic collaboration with Nvidia competitor Qualcomm. Their joint goal is to device AI-based ADAS platforms for the SAE Levels 2 through 3+. BMW pointed out that this partnership is not exclusive and declined details on potential further plans with other chipmakers. Nvidia apparently regards Qualcomm as direct competitor, but “there is always multiple players in the market”, said Danny Shapiro, Nvidia’s Vice President, Automotive. “Competition is healthy, it keeps us on our toes”.

www.nvidia.com

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