How NIO Plans to Disrupt the Auto industry with AI Hardware and Software

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  • @nio4128
    @nio4128 3 месяца назад +55

    It's still stunning NIO has his own chip 👌

  • @Ballin10X
    @Ballin10X 3 месяца назад +33

    Wow I feel everything that we have seen today is a really big leap forward for NIO. Everything about this company now seems really solid. This time next year we will see a a lot more investor confidence, with Nio sales, Onvo sales, more partnerships, chips, batteries, Power stations, etc. etc.
    Nio is one the top most, if not THE most innovative company in the world at the moment. I really love how intelligent Nomi is becomming. The opportunities here in terms of emotional intelligence and how she can be connected else where in the future (office, tv, home, phone, laptop) are really starting to show

  • @Drgnrt
    @Drgnrt 3 месяца назад +18

    Everything seems to be progressing pretty well, super impressive!!!

  • @Burgermonster
    @Burgermonster 3 месяца назад +36

    Buying these chips is super expensive, so I see the logic in doing this in-house especially if they can sell this integrated platform to other ev makers. This should boost their margins and "other income". This is really high margin stuff if they can monetize it to others, unlike selling vehicles. This is good news.

  • @teognostidoru
    @teognostidoru 3 месяца назад +16

    Great update mate 🙌🏻. We are in the right way . People cry about all this spending money on RND but in my opinion NIO doing very well 🔝. Just because they will produce their own chips they will save a ton of money and margins will grow fantastic 😍. After this meeting I wait to see big investors to join the stock. I hope so 😂.
    Have a great day tigers

  • @qinwang-c6t
    @qinwang-c6t 3 месяца назад +12

    非常感谢你的辛勤工作,我一直看好NIO,特别是这次回国更加坚定了我的信念!

  • @NIO4LIFE
    @NIO4LIFE 3 месяца назад +27

    Because of a crisis at work I was unable to follow nio innovation day. Luckily the community has multiple content creators who can inform me..

  • @Carl-lb2sd
    @Carl-lb2sd 3 месяца назад +23

    Nice that all my investment is going to change the world even if I never see any returned.

  • @theetravismiller6183
    @theetravismiller6183 3 месяца назад +12

    You provide such good content dude. Always honest and unbiased. The fact you're in NIO but you remain objective is rare. Blue skies coming 💙 🙌

  • @I_Can_See_You_952
    @I_Can_See_You_952 3 месяца назад +7

    I work in IT industry and I know how much efforts it takes to do what NIO has done. The most difficult thing now is to convert all of this into financial benefits and profits which is something that is difficult to predict.

  • @Cheekyoctopus
    @Cheekyoctopus 3 месяца назад +13

    Thanks Marcel, great video. Lets hope for a local manufacturer for the new chip!

  • @RTVSk
    @RTVSk 3 месяца назад +11

    Great analysis thank you..this makes me confident of nio future

  • @captainreza1
    @captainreza1 3 месяца назад +6

    Thank you Marcel for sharing the highlights of the presentation. Cheers!

  • @NielsHenrikChristisnsen
    @NielsHenrikChristisnsen 3 месяца назад +13

    Thank you Marcel👍👍😊

  • @cameronhall6621
    @cameronhall6621 3 месяца назад +3

    I think this is why Nio released their Phone and focused on connectivity to later develop the system to be a standard and to help connect auto and tech industries with os operating system and integrated chip all developed by them. Battery swap in China is becoming the standard obviously with all the partnerships. So now maybe and hopefully a standard os operating system. Let's not forget power grid support partnerships which will become stronger as swap stations get built. It really is an entire ecosystem. Long term will be huge. Great video Marcel.

  • @BE-kv6dc
    @BE-kv6dc 3 месяца назад +6

    Great content and info, thank you! Go NIO 🚀🚀🚀🔥🔥🔥

  • @jimmytran511
    @jimmytran511 3 месяца назад +5

    Thank very much Marcel to keep us up to date on Nio innovation date. Good that Nio is more independent on developing own chips so this way Nio and chinese companies will not depend and worry that U.S will banning them to buy and a lot more on your video that i believe Nio is for sure the future of EV... thanks again!!

  • @Fliptop95
    @Fliptop95 3 месяца назад +5

    Thank you for the video Marcel! Nio is killing it!!!!! Maybe Nvidia mass produces this chip once US President changes? They met out in CA awhile back... Anyways.... Industry standard maybe.... coming from the only true GREEN EV COMPANY!!!!! NIO IS KILLING IT!💪💪💪💪💪💪💪💪💪

  • @walker675
    @walker675 3 месяца назад +19

    Nio will be a trillion dollar company. Fact.

    • @martcouz
      @martcouz 3 месяца назад +2

      Do you know what a fact is ?

    • @walker675
      @walker675 3 месяца назад

      @@martcouz yes. Do you know how to enter into civil discussion?

  • @onetwothreefour-s1n
    @onetwothreefour-s1n 3 месяца назад +3

    Great recap, thank you. It'll be interesting how this all comes together over the next few years

  • @questx411
    @questx411 3 месяца назад +4

    I've always liked the Nio concept and vision. The execution has yet to catch up.

  • @DenG611
    @DenG611 3 месяца назад +6

    hope my $Nio shares recover soon :)

  • @jholzherr
    @jholzherr 3 месяца назад +7

    Thanks Marcel, appreciate your time..

  • @patrickfitzpatrick1600
    @patrickfitzpatrick1600 3 месяца назад +2

    Great news Marcel! When do u think the innovations and good news will eventually be reflected in the stock price? We all know NIO has been suppressed by shorts but it does seem crazy that they can keep it so low when the company has otherwise doing well!!

    • @fsarabchi
      @fsarabchi Месяц назад

      Seems time of flourishing is arrived

  • @Clim35
    @Clim35 3 месяца назад +3

    Great video, thank you!!

  • @martcouz
    @martcouz 3 месяца назад +3

    Any thoughts why investor confidence still isn’t showing ? I’m amazed about Xpeng holding strong while Nio is below 5$. What do institutional investors know that we don’t ?

    • @ДенисПерфильев-х8ц
      @ДенисПерфильев-х8ц 3 месяца назад +2

      У NIO большие затраты на разработки. NIO потратила 398 млн $ на разработки, xpeng 190. Так же у NIO большие затраты на остальное, около 415 млн $
      Как только NIO завершит исследования и закончит строительство станций зарядки обмена, то компания будет работать только в прибыль

  • @johnwilliamson9982
    @johnwilliamson9982 3 месяца назад +3

    Fantastic presentation! Share price to $3.50😂!

  • @AntonioLopez-2050
    @AntonioLopez-2050 3 месяца назад +3

    10$ minimum value but who knows perhaps nio is 20$ again someday

  • @dennista42069
    @dennista42069 3 месяца назад +5

    The future of NIO is very exciting. Lots of risks but lots of opportunities. Idk if NIO will make it outside of China but they can be a top brand in China itself and I am not olny talking about the cars.

  • @rubberduck6543
    @rubberduck6543 3 месяца назад +2

    Thank You 🙏🙏

  • @rainerluthershelley5131
    @rainerluthershelley5131 3 месяца назад +2

    Thank you.

  • @Phuture33
    @Phuture33 3 месяца назад +2

    Will these chips be used in all NIO vehicles moving forward?

  • @niosanfrancisco
    @niosanfrancisco 3 месяца назад

    Thank you Marcel ❤• Go NIO

  • @AndreaDeBernardi
    @AndreaDeBernardi 3 месяца назад +3

    all from a company that 10 (TEN) years ago ware a little more than an idea.

  • @NomadWalker-io3ne
    @NomadWalker-io3ne 3 месяца назад +1

    Samsung would be imposed by any sanctions tsmc is imposed by as well

  • @Fordance100
    @Fordance100 3 месяца назад

    If they could sell these chips, that would include the new SkyOS. These chips probably won't run on other OS.

  • @bigtobistyle
    @bigtobistyle 3 месяца назад +3

    🚀🚀🚀🚀🚀

  • @ДенисПерфильев-х8ц
    @ДенисПерфильев-х8ц 2 месяца назад

    Стоит так же ожидать что первое поколение выйдет неудачным

  • @mOhAn5677
    @mOhAn5677 3 месяца назад +3

    Whatever they announce the stock keeps going down and down.

  • @rise_and_shinestar7897
    @rise_and_shinestar7897 3 месяца назад

    Do you think if US restricting their business to the USA market will stop nio from expanding to the globe? Investor barrier often looks it as chinese company and very reluctant to invest with chinese business that is out from the us.

    • @DONGXiiTheChinaOpportunity
      @DONGXiiTheChinaOpportunity  3 месяца назад +2

      the truth is the US is a tiny market and not leading in EV. There is lots of room to explore elsewhere. but ultimately they will open up too

  • @KrzysztofBok-z4g
    @KrzysztofBok-z4g 3 месяца назад +1

    Nice Powerpoint presentation but the share price says it all

    • @Fliptop95
      @Fliptop95 3 месяца назад +1

      We're not that stupid!

  • @YTKrzysztof
    @YTKrzysztof 3 месяца назад

    They have owne chip but it isn't produced by they. Am i wrong?

  • @Wavetheory85
    @Wavetheory85 3 месяца назад

    You can see it in the chart already. Wave 2 is massive in duration so I wouldn’t be surprised to see wave 3 run beyond 1.618

  • @brianwallace3949
    @brianwallace3949 3 месяца назад

    👍

  • @pongvuthtamrongyouth2115
    @pongvuthtamrongyouth2115 3 месяца назад +5

    To bad is a penny stock 😅 below $5

    • @Sidekick618
      @Sidekick618 3 месяца назад +11

      If you are smart, you take this opportunity to load the tanker if not already.

    • @Ematz1234
      @Ematz1234 3 месяца назад +1

      Negative Nancy 😢

    • @mauricioedmarlima
      @mauricioedmarlima 3 месяца назад +2

      Depends how you look,i see as an opportunity

    • @cameroncollins9241
      @cameroncollins9241 3 месяца назад

      He has no money to buy any, broke ass

    • @Fliptop95
      @Fliptop95 3 месяца назад +2

      😂 Were not that stupid shorty!

  • @AKAlex66
    @AKAlex66 3 месяца назад

    Do you know where they manufacture it? There is no one factory in all China that can manufacture 5 nanometer chip thickness.

    • @DONGXiiTheChinaOpportunity
      @DONGXiiTheChinaOpportunity  3 месяца назад +4

      I talked it about in the video. There are Chinese local firms like SMIC who already do 5nm but I think there will be more of them. Another option will be Samsung or TSMC.

    • @RosMyster
      @RosMyster 2 месяца назад +1

      @@DONGXiiTheChinaOpportunity do you think SMIC will purchase ASML machine to do that or they have machine of their own for 5nm?

    • @fsarabchi
      @fsarabchi Месяц назад

      ​@RosMyster good question any answer for that? Unfortunately it is in news that netherland bans asml to sell thier machine to China

    • @Buckzoo2030
      @Buckzoo2030 26 дней назад

      @@RosMyster China can still buy DUV but the not more advanced versions now under export control. SMIC uses multiple patterning techniques with the DUV to made 5nm chips.

  • @watatoi1515
    @watatoi1515 3 месяца назад +2

    Also watched 👍👍👍🪫🔁🔋🏁