Eliminating chip shortage supply chain issues for ET7 will have transformational effects on Nio.

Editor's note: This is a guest post from Rafi Khan, an Nio investor, and does not represent the views of CnEVPost.

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ET7 architecture is based on ADAM Super Computing Platform, Aquila Super Sensing System, Nvidia Orin SOCs (System on Chip), Qualcomm Automotive Snapdragon 5G Digital Cockpit & Nio proprietary algorithms.

1. Nio ADAM Super Computing Platform being installed in ET7 is most powerful computer platform ever installed into an automobile with raw power 7 times TSLA FSD system.

2. Aquila Super Sensing System features watch-tower sensor layout comprising 33 high performing Sensors; 11 high resolution cameras; High Resolution Lidar; 12 Ultrasonic Radars; 5 Wave Radars; 2 High Precision Positioning Units; 1 Vehicle road cooperative perception & 1 enhanced main driver perception hardware.

3. Nvidia Orin SOCs (System on Chip) Each Orin has 254 TOPS power (TOPS is Trillion Operations Per Second). ET7 uses FOUR Nvidia Orin Chips which equals 1016 TOPS -- raw power unheard of in any vehicle until arrival of ET7.

Typically, vehicle functions are controlled by tens of electronic control units distributed throughout a vehicle. By centralizing control of these core domains, Orin can replace these components and simplify what has been an incredibly complex supply chain for automakers.

"The future is one central computer — four domains, virtualized and isolated, architected for functional safety and security, software-defined and upgradeable for the life of the car — in addition to super-smart AI and beautiful graphics," Huang said.

These are NOT my words but those from Nvidia CEO of Huang.

Nvidia Orin can replace these Tens of ECUs in an Auto with One Orin SOC. Next Gen ET7 uses Four Nvidia Orin SOCs.

For ET7 Nio has chosen Nvidia over Intel MobilEye EyeQ5 Chip.

4. Qualcomm Automotive Snapdragon 5G Digital Cockpit provides never before seen Next Gen EV to Cloud, Vehicle to Vehicle, 5G, Infotainment, AI, precision positioning, safety, graphics & connectivity features again replacing multitude of traditional ECUs.

QCOM Snapdragon provides ultimate driving experience.

https://www.qualcomm.com/news/releases/2021/01/26/qualcomm-revolutionizes-digital-cockpit-4th-generation-snapdragon

Here are multiple reasons why I expect ET7 not to have chip supply issues:

Eliminating Chip Shortage Supply Chain issues for ET7 will have transformational effects on Nio.

Recent Weibo Post has suggested December 2021 ET7 Test Drives.

https://m.weibo.cn/status/4684309107575385?

Assume December 2021 for ET7 Test Drive & initiating Mass Production as you will need to have inventory before ET7 launch & January 2022 for initial ET7 Sales (really does NOT matter if you delay all these dates by one or two months core investment thesis is same). Then:

So Transformational Impact of ET7 to Nio chip shortage issues, Nio Supply Chain issues, Nio profits & margins are evident & all of this is unfolding perhaps within a few weeks with Nio Day & unveiling of 2 New Next Gen Models few weeks after that.

End of Investor Myopia on Nio may be even closer than that. Not all Chinese Stocks are equal & Not all Chinese Policies & Crackdown affect all companies equally -- Languishing Nio Bear has slept long enough for past 8 months.

Not a Financial Advisor Nor Auto Analyst JMHO DYODD