What happened
A report from CnEVPost says Geely is evaluating the M97 chip, which was jointly developed by Nio and Axera.
The chip is being considered for use in a dual-chip L3 autonomous driving system, potentially bringing Nio's Shenji M97 into Geely's supply chain.
Why it matters
If Geely adopts the M97 chip, it would mark a significant expansion of Nio's chip technology beyond its own vehicles, giving Nio a new revenue stream in the autonomous driving supply chain.
The evaluation suggests that automakers are increasingly looking to partner with in-house developed or co-developed silicon solutions to power advanced driving features, rather than relying solely on general-purpose chips.
Key facts
The M97 chip is jointly developed by Nio and Axera.
Geely is evaluating the M97 chip for a dual-chip L3 autonomous driving system.
The report was published by CnEVPost.
What to watch next
Whether Geely moves from evaluation to a formal agreement, which would confirm the M97 chip's entry into its supply chain.
How this potential partnership affects competitive dynamics in the Chinese autonomous driving chip market.