Finding
Automakers are designing their own autonomy chips, and Nvidia's Thor is the default for everyone else
Tesla, Rivian, NIO and XPeng now design their own autonomy processors, and China's Horizon Robotics sells to most domestic brands. Tesla's AI5 taped out in April 2026 and will be built by both Samsung in Taylor, Texas and TSMC in Arizona, with volume expected in mid-2027. For automakers without their own silicon, Nvidia's DRIVE AGX Thor is the standard platform, used by Mercedes-Benz, Volvo, BYD, Toyota and others and priced at roughly $3,500 per chip.
The reasons are cost, control and supply. An in-house chip is designed around one company's neural networks, cuts the per-vehicle cost at volume, and reduces exposure to a single supplier or to export controls. China's makers are also responding to US limits on advanced chips: Horizon's next Journey 7 series targets performance above Nvidia's Thor-X, and NIO's M97 benchmarks against Horizon's J6P. The trade-off is that a chip program takes years and hundreds of millions of dollars, and HW3 owners learned that compute set the ceiling on what their cars could do. Samsung's Taylor fab is profiled on AustinIO.
Chips
Autonomy processors
| Chip | Designer | Fab | Status |
|---|---|---|---|
| Tesla AI5 | Tesla | Samsung (Taylor, TX), TSMC (Arizona) | Taped out April 2026; volume mid-2027; also for Optimus and data centers |
| Nvidia DRIVE AGX Thor | Nvidia | TSMC | In production; Mercedes, Volvo, BYD, Toyota, Zeekr |
| Horizon Journey 6 / 7 | Horizon Robotics | TSMC and others | J6P 560 TOPS; J7 targets 2027 |
| Rivian RAP1 | Rivian | Not disclosed | Dual chip, 1,600 TOPS, Gen 3 platform |
| NIO M97 | NIO with Axera | Not disclosed | 700+ TOPS |
| XPeng Turing | XPeng | Not disclosed | In XPeng cars; supplied to Volkswagen China models |
| Mobileye EyeQ6 | Mobileye (Intel) | TSMC | Camera-based ADAS for many Western OEMs |
| Qualcomm Snapdragon Ride | Qualcomm | TSMC, Samsung | ADAS and cockpit; BMW and others |
Sources
Sources and scope
- Scope
- Onboard autonomy compute for vehicles and robots
- Sources
- Tesla (AI5 tape-out, April 2026); Nvidia (CES 2026, earnings); CnEVPost (Horizon, NIO, March 2026); Rivian; AustinIO
- Updated
- October 2026