NIO Accelerates Innovation with New Models, Cost-Cutting Chips, and Delivery Growth Outlook
Apr 29, 2025 (1 days ago)
Positive
NIO is advancing its product lineup and cost efficiency with new models and self-developed technology, aiming to boost deliveries and margins in 2025.
Product Expansion and Strategy
- NIO plans to launch 10 new models in 2025, clearing older inventory by mid-May to make way for four new 5/6-series vehicles, enhancing product lineup competitiveness.1
- The company will introduce its self-developed ADAS chip by late May, replacing Nvidia’s Orin, potentially reducing per-vehicle BOM costs by RMB10,000, improving margins.1
Delivery and Financial Outlook
- Citi analysts project Q2 deliveries of ~63,000 (+50% QoQ), with Q3/Q4 targets of 100,000–150,000 units, signaling strong recovery in production and sales momentum.1
