엔씨디아, 루시드 및 BYD와의 협력 (새로운 자율주행 플랫폼)

3월 21일~3월 24일. NVIDIAG TC 컨퍼런스 개최

엔비디아(NVDA)의 최신 자율주행차 기술 플랫폼 드라이브 하이페리온 9 공개.

엔비디아는 EV 제조사 루시드모터스(LCID)와 중국 BYD와 자율주행 플랫폼을 위해 협력

그 결과 엔비디아는 자동차 사업이 향후 6년간 약 110억달러의 수익 파이프라인으로 성장할 전망이다.

LUCID와 협력

엔비디아는 루시드모터스가 독자적인 주행 기능을 강화하기 위해 드라이브 플랫폼을 사용

엔비디아는 2026년 출시 예정인 새로운 드라이브 하이페리온 9 플랫폼이 독자 주행 기술의 중추신경계 역할을 할 것이라고 발표 – 14대의 카메라, 9대의 레이더, 3대의 레이더 센서, 20대의 초음파 센서, 차량 내 3대의 카메라와 1대의 레이더도 포함해 자동차가 주변을 볼 수 있도록 지원하는 센서를 구성

이 센서와 엔비디아의 드라이브 아틀란 컴퓨터를 결합하여 자동차가 레벨 4까지 주행 가능

루시드와의 계약에 대해 엔비디아는 하이페리온 플랫폼을 현재 차량에 사용하고 있으며 2024년 출시 예정인 프로젝트 그라비티 전기 SUV를 포함한 미래형 자동차에 사용할 계획이라고 밝혔다.

엔비디아 플랫폼은 루시드에게 고급 운전자 어시스턴스 기술과 함께 온보드 시스템 무선 업데이트를 제공하여 시간이 지남에 따라 개선

BYD와 협력

BYD는 엔비디아의 Hyperion8 플랫폼을 기반으로 차세대 EV를 구축 중이며,

엔비디아의 자동차 부문은 그래픽카드나 데이터센터 비즈니스에서 거의 수익을 창출하지 못하고 있다.

Nvidia는 작년 회계연도에 자동차 부문의 수익을 5억6천6백만달러로 보고.

데이터센터와 게임비즈니스는 각각 124억6000만달러와 106억1000만달러의 매출을 달성

칩 메이커의 제품을 채택하는 기업이 증가함에 따라 칩 메이커의 자동차 비즈니스는 게임이나 데이터 센터 지점만큼 수익에도 중요해질 가능성이 존재

https://finance.yahoo.com/news/nvidia-teams-up-with-lucid-and-byd-for-new-self-driving-platform-170052534.htmlNvidia is bringing its self-driving tech Lucid and BYD vehicles.finance.yahoo.comGraphics chip giant Nvidia (NVDA) on Tuesday debuted its latest self-driving car technology platform, Drive Hyperion 9. The company, which is hosting its GTC conference from March 21 through March 24, also announced that EV makers Lucid Motors (LCID) and China’s BYD will use Nvidia’s Drive platform.As a result, Nvidia says its Automotive business has a revenue pipeline of some $11 billion over the next six years. The news follows Nvidia’s February announcement that it’s bringing its AI-powered Drive service to all Jaguar Land Rover vehicles in 2025.

“Future cars will be fully programmable, evolving from many embedded controllers to powerful centralized computers – with AI and AV functionalities delivered through software updates and enhanced over the life of the car, “Nvidia CEO Jensen Huang said in a statement.

“Nvidia DRIVE Orin has been enormously successful with companies building this future, and is serving as the ideal AV and AI engine for the new-generation of EVs, robotaxis, shuttles and trucks.”

Nvidia says that Lucid Motors is using its Drive platform to power its self-driving capabilities.

Nvidia says its new Drive Hyperion 9 platform, set to hit vehicles in 2026, acts as the central nervous system of its self-driving technology. It makes up the litany of sensors that help a car see its surroundings — including 14 cameras, nine radars, three lidar sensors, and 20 ultrasonic sensors, as well as three cameras and one radar inside the vehicle.

Self-driving capability is rated on a scale of 0 to 5, with 0 meaning a driver controls all aspects of the car and 5 meaning the car drives itself entirely. The chip giant says the sensors, coupled with its Drive Atlan computer, will get the car driving up to a Level 4 — meaning it can drive itself under specific conditions. Think local driverless taxis.

As for its deal with Lucid, Nvidia says the automaker is using its Hyperion platform in current vehicles and plans to use its future autos including its Project Gravity electric SUV slated for release in 2024.

Nvidia’s platform provides Lucid with advanced driver assistance technologies, as well as over-the-air updates for its on-board systems to ensure improvements over time.“The seamless integration of the software-defined NVIDIA DRIVE platform provides a powerful basis for Lucid to further enhance what DreamDrive can do in the future — all of which can be delivered to vehicles over the air,” Lucid Group’s seniorVP of digital Mike Bell said in a statement.

BYD, meanwhile, says that it’s building its next generation of EVs on Nvidia’s Hyperion 8 platform.Nvidia’s automotive arm doesn’t generate nearly the revenue of its graphics card or data center businesses. In its last fiscal year, Nvidia reported automotive sector revenue of $566 million. Its data center and gaming businesses, meanwhile, generated $10.61 billion and $12.46 billion, respectively.

Still, as more firms adopt the chip maker’s offerings, its automotive business could become as important to its bottom line as its gaming and data center branches.

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