Li Auto, BYD, Nio, and Xpeng have all built custom autonomous driving silicon. Nvidia's dominance in China's largest auto market is under threat.

Carmakers strive for more control over computing hardware to reduce reliance on Nvidia and Horizon Robotics.

Li Auto, BYD, Nio, and Xpeng have all built custom autonomous driving silicon. Nvidia's dominance in China's largest auto market is under threat.