BUSINESS

XPeng Completes Shift From Nvidia to In-House AI Chips Across Lineup

Published: Apr. 3, 2026 11:48 p.m. GMT+8

00:00

00:00/00:00

Listen to this article 1x

XPeng Mona M03 and XPeng P7 on display at an XPeng showroom in Nanjing. Photo: VCG

XPeng Inc.has equipped upgraded versions of its bestselling Mona M03 electric vehicle with its in-house Turing processor, completing a lineup-wide transition away from Nvidia Corp. chips for advanced driver-assistance systems.

On Thursday, XPeng launched an upgraded Mona M03. Mid- and high-end variants with intelligent driving features have switched from Nvidia solutions to the company’s self-developed chips. The move marks the completion of the transition across XPeng’s core vehicle lineup.

You've accessed an article available only to subscribers

Subscribe today for just $.99.

VIEW OPTIONS

Unlock exclusive discounts with a Caixin group subscription — ideal for teams and organizations.

Subscribe to both Caixin Global and The Wall Street Journal — for the price of one.

Share this article

Open WeChat and scan the QR code

DIGEST HUB

Digest Hub

Back

Explore the story in 30 seconds

XPeng upgraded Mona M03 with in-house Turing processor for mid/high-end variants, completing shift from Nvidia chips across core lineup.
Chinese automakers pursue self-developed AI chips to optimize ADAS, reduce reliance on Nvidia, Qualcomm, Huawei, Horizon.
Mona M03 launched Aug 2024 at 110,000-150,000 yuan, >200,000 deliveries in 14 months by Oct 2025; Turing used in VW joint vehicle.

AI generated, for reference only

Who’s Who

XPeng Inc.: XPeng Inc. completed its lineup-wide shift from Nvidia chips to in-house Turing processors for ADAS, equipping upgraded Mona M03 (launched Aug 2024, >200k deliveries in 14 months). This optimizes AI performance, cuts costs, and boosts margins. Chips also power a Volkswagen joint vehicle, amid Chinese EV makers' self-reliance push. (58 words)

Nvidia Corp.: XPeng completed transition from Nvidia Corp. chips to in-house Turing processors across its Mona M03 and core lineup for ADAS. Nvidia remains dominant supplier; XPeng initially used its Orin/Thor chips, which offer standardized but underutilized capacity and lower early costs than proprietary development. Chinese automakers seek to reduce reliance on Nvidia.

Qualcomm Inc.: Qualcomm Inc. is an external supplier of chips for Chinese automakers' AI hardware in vehicles. Best known for smart cockpit chips, it has been expanding in the advanced driver-assistance segment, alongside Nvidia. Automakers like XPeng are reducing reliance on it.

Huawei Technologies Co. Ltd.: Huawei Technologies Co. Ltd. is a domestic Chinese provider of computing chips for advanced driver-assistance systems (ADAS), widely used by automakers. XPeng and others are reducing reliance on Huawei by developing in-house chips to optimize performance and control hardware. (48 words)

Horizon Robotics: Horizon Robotics is a domestic Chinese provider of computing chips for advanced driver-assistance systems, widely used by automakers. XPeng is transitioning away from such suppliers, including Horizon, Nvidia, Qualcomm, and Huawei, to its in-house Turing chips for better optimization and reduced reliance.

Volkswagen: A vehicle jointly developed with Volkswagen has entered production at Volkswagen Anhui, using XPeng’s smart-driving system and Turing chips across the lineup.

Nio Inc.: Nio Inc. adopted its self-developed chips in upgraded models, reducing costs by about 10,000 yuan per vehicle, as announced in June 2025.

AI generated, for reference only