Shenji/GeniTech SoC (M97) tape-out, production milestone and OEM pitches
Key Questions
What is the Shenji M97 SoC?
The Shenji M97 is a 5nm system-on-chip (SoC) from GeniTech that has achieved tape-out, delivering over 700 TOPS of computing power. It supports advanced features for vehicles like the NIO ES9 and L80. Production milestones include over 550k cumulative chips shipped.
What are the key specs confirmed for the NIO ES9?
Official images confirm the ES9 features the NX9031 5nm chip, 102kWh battery with 620km range, 707HP power, and triple LiDAR. It includes a teaser for its April 9-10 debut. The vehicle measures 5.3m and uses Skyline screens.
Which OEMs is GeniTech pitching the Shenji chips to?
GeniTech is pitching to Leapmotor, Geely, Axera, and Bosch. NIO holds 62.7% of RMB2.257B investment in the project. This is part of ramps for ES9 and L80 with cost cuts planned for June 2025.
How does XPeng's Turing chip rival NIO's efforts?
XPeng's in-house Turing chip achieves full independence from external suppliers, positioning it as a rival to NIO's Shenji ramps. Both are advancing in the chip race for EVs like ES9 and L80. NIO focuses on production milestones and OEM pitches.
When is the NIO ES9 debut scheduled?
The ES9 debut is confirmed for April 9-10, with official images and teasers hyping specs like 900V architecture and SkyRide chassis. It shares features with other NIO models. Production uses NX9031 chips.
550k cum chips (NX9031 5nm ES9/L80 102kWh 620km/707HP triple LiDAR confirmed in official images, ES9 teaser); 5nm M97 tape-out (>700 TOPS)/RMB2.257B (NIO 62.7%); pitches Leapmotor/Geely/Axera/Bosch; ES9 debut Apr9-10 confirmed with specs hype. XPeng Turing rivals NIO ramps/ES9/L80 cost cuts June2025 in chip race.