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蔚來-SW(09866.HK)白劍:智能硬件佔整車成本兩成 公司佔全球Orin出貨量四成
阿思達克 12-12 16:19
對於有聲音指蔚來-SW(09866.HK)設計太浪費及採購不給力,蔚來硬件副總裁白劍表示,由他負責的智能硬件大致佔整車成本的20%,約幾萬元人民幣。 對於自駕(兩個Orin版本)及數字座艙8295兩部分,白劍揚言相較業內用Tier1的同行,蔚來成本降低30%,主要原因包括自研不需要毛利,只要保證每年省下的成本遠大於團隊和研發費用即可;全棧自研令架構上可以最優化。 他補充,蔚來是全球第一個量產Orin的團隊,目前Orin的域控(個數)累計出貨量,集團仍然全球第一,佔全球Orin所有出貨量約40%。
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