'Self-Driving Cars Will Take Time:' Munster Explains What Nvidia's Q4 Automotive Revenue Slide Means For Future Of EVs
'Self-Driving Cars Will Take Time:' Munster Explains What Nvidia's Q4 Automotive Revenue Slide Means For Future Of EVs
Nvidia Corp. (NASDAQ:NVDA) delivered impressive quarterly results after the bell on Wednesday, exceeding analyst expectations across most segments. However, one area of concern was the 4% year-over-year decline in automotive revenue, raising questions about the adoption of self-driving technology in electric vehicles (EVs).
英偉達公司（納斯達克股票代碼：NVDA）在週三收盤後公佈了令人印象深刻的季度業績，超出了大多數細分市場的分析師預期。但是，一個令人擔憂的領域是汽車收入同比下降4％，這引發了人們對在電動汽車（EV）中採用自動駕駛技術的質疑。
What Happened: Gene Munster, fund manager at Deepwater Asset Management, weighed in on the segment's performance and its implications for EVs.
發生了什麼：深水資產管理公司的基金經理吉恩·芒斯特權衡了該細分市場的表現及其對電動汽車的影響。
"I'm a huge believer in autonomy, and I'm disappointed that the segment is down 4% YoY," he said. He saw the performance as a leading indicator for the adoption of self-driving tech. "Self-driving cars will take time and have a GPT momentum."
他說：“我堅信自主權，我對該細分市場同比下降4％感到失望。”他將表現視爲採用自動駕駛技術的主要指標。“自動駕駛汽車需要時間，並且具有GPT的勢頭。”
Despite the decline, Nvidia's Automotive segment reached an annual revenue run-rate of $1 billion in fiscal year 2024, according to Munster, indicating continued interest from some automakers, even with the slower-than-expected growth.
芒斯特表示，儘管有所下降，但英偉達的汽車板塊在2024財年仍達到10億美元的年收入增長率，這表明儘管增長低於預期，但一些汽車製造商仍表現出興趣。
See Also: Best Electric Vehicle Stocks
另請參閱： 最佳電動汽車股票
Why It's Important: Self-driving technology offers potentially higher margins through a software-as-a-service model, appealing to EV manufacturers seeking to improve profitability.
爲何重要：自動駕駛技術通過軟件即服務模式可能提供更高的利潤，吸引了尋求提高盈利能力的電動汽車製造商。
However, concerns remain regarding safety and regulatory hurdles. Public apprehension and lack of clear regulations could significantly impact the timeline for widespread adoption.
但是，對安全和監管障礙的擔憂仍然存在。公衆的擔憂和缺乏明確的法規可能會對廣泛採用的時間表產生重大影響。
Nvidia on the post-earnings conference call talked about the continued adoption of its "DRIVE" platform and said the next-generation "Drive Thor" would offer advanced AI capabilities "including autonomous driving and parking, driver and passenger monitoring and AI cockpit functionality."
英偉達在業績後的電話會議上談到了其 “DRIVE” 平台的持續採用，並表示下一代 “Drive Thor” 將提供先進的人工智能功能，“包括自動駕駛和停車、駕駛員和乘客監控以及人工智能座艙功能”。
Currently, Nvidia supplies self-driving chips to several Chinese automakers like Li Auto, Inc. (NASDAQ:LI), Great Wall Motor, Geely Automobile Holdings Limited's (OTC:GELYF) Zeekr premium subsidiary, and Xiaomi Corporation (OTC:XIACY). Their progress and commitment to the technology will be crucial indicators for the future of self-driving EVs.
目前，英偉達向幾家中國汽車製造商提供自動駕駛芯片，例如理想汽車公司（納斯達克股票代碼：LI）、長城汽車、吉利汽車控股有限公司（場外交易代碼：GELYF）的極客高級子公司和小米公司（場外交易代碼：XIACY）。他們對這項技術的進步和承諾將成爲自動駕駛電動汽車未來的關鍵指標。
Tesla, also an Nvidia customer, is working towards reducing its reliance on the chipmaker by developing an in-house supercomputer named Dojo. CEO Elon Musk said on the second-quarter earnings call last year that Tesla is using a lot of Nvidia hardware, which processes massive data collected from its fleet of EVs to perfect its self-driving technology.
特斯拉也是英偉達的客戶，正在努力通過開發一臺名爲Dojo的內部超級計算機來減少對這家芯片製造商的依賴。首席執行官埃隆·馬斯克在去年第二季度業績電話會議上表示，特斯拉正在使用大量英偉達硬件，這些硬件處理從其電動汽車車隊收集的大量數據，以完善其自動駕駛技術。
The KraneShares Electric Vehicles and Future Mobility Index ETF (NYSE:KARS) closed Wednesday up 0.51%, according to Benzinga Pro data, suggesting broader EV market optimism.
根據Benzinga Pro的數據，KraneShares電動汽車和未來出行指數ETF（紐約證券交易所代碼：KARS）週三收盤上漲0.51％，這表明電動汽車市場普遍持樂觀態度。
Check out more of Benzinga's Future Of Mobility coverage by following this link.
通過以下方式查看更多本辛加的《出行未來》報道 點擊這個鏈接。
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譯文內容由第三人軟體翻譯。