捲速感
捲速感
小捲|陳奕宏
EP014|Computex也跟車有關?Nvidia與鴻海Robotaxi計劃揭曉!台灣車市五月掛牌數,Tucson L車型售價調整,BMW iX3預售價流出
33 minutes Posted Jun 7, 2026 at 4:53 pm.
0:00
33:00
Download MP3
Show notes
節目摘要
這週台灣車壇的焦點跟科技圈高度重疊。Computex 期間,NVIDIA 宣布將與鴻海合作在高雄推動 Robotaxi 計畫,預計 2028 年正式投入營運,台灣離無人自動駕駛計程車的時代又近了一步。5 月掛牌數出爐,全月 33,076 輛,月增 5.3%,電動車市場表現更是亮眼,前五月累積創下歷史同期新高。現代 Tucson L 進行年式更新,車型重整並調降售價;BMW iX3 預售價格從經銷端流出,豪華電動休旅的價格區間正式浮上檯面。
本集重點 / Episode Highlights
這集從科技展的車壇訊號出發,帶到月銷數據解讀,再拆解兩款車型的市場策略,資訊量相當密集。每一條線索背後,都指向台灣車市正在經歷的結構性轉變。
🤖 NVIDIA × 鴻海 Robotaxi 計畫正式曝光:NVIDIA 執行長黃仁勳於 Computex 展前活動宣布,將與鴻海合作在高雄推動 Robotaxi 無人自動駕駛計程車服務,以機場到市區、高鐵站接駁為首發場景,目標 2028 年正式商業營運。鴻華先進負責電動車平台整合,NVIDIA Drive Hyperion 提供自動駕駛運算核心,高雄橋頭廠區同步作為研發與生產基地。
🏭 Computex 智慧移動展區觀察:聯發科展出已打入鴻華先進供應鏈的天璣座艙 CX1 方案,小捲推測此套三螢幕數位座艙架構更可能出現在未來 Model D 量產版。鴻海也在展區揭示 Smart EV 智慧電動車運算平台與 FoxBrain AI 概念,軟體定義汽車的台灣佈局輪廓日漸清晰。
📊 5 月台灣車市掛牌數解析:全月 33,076 輛,月增 5.3%、年增 3.7%,主因工作天數增加及 Tesla 結束交車空窗。然而前五月累積掛牌數仍較去年同期下滑 2.3%,整體買氣尚未明顯回溫。電動車表現則是亮點,5 月單月 3,112 輛較去年同期大增 108.4%,前五月累計 14,247 輛年增 43.7%,創歷史同期最佳紀錄。
🚗 Ford Territory 掛牌數下滑、Ford 全面換代在即:Territory 5 月僅繳出 857 輛,較過去連月破千明顯收斂,新車蜜月期訊號值得關注。Kuga 與 Focus 舊款去化完畢,Ford 台灣正式進入新世代產品交替空窗期。
🔄 Hyundai Tucson L 年式更新、售價調降:2026.5 年式重整車型架構,汽油渦輪版全面採客貨車認證並降價 2 萬元,入門價下探至 99.9 萬元;Turbo Hybrid 三款車型改回純小客車認證,更名為 Premium A/B/C,售價區間調整為 111.9 至 125.9 萬元,同步新增環景顯影、盲區偵測等主動安全配備,並以選配 Premium Package 取代部分標配,直接回應 Kia Sportage 小改款與即將上市的 Honda CR-V 小改款競爭壓力。
⚡ BMW iX3 預售價格首度曝光:經銷端流出 40 M Sport 與 50 xDrive M Sport 兩款車型,分別為 280 萬元及 325 萬元,預計 10 月在台發表、第四季首批交車。採用 BMW 全新 800V 純電平台,此價格帶同時也為同級競品 Mercedes-Benz GLC Electric 與 Volvo EX60 的到來提前標定市場座標。
Episode Highlights (English)
This episode connects the dots between Taiwan's tech and auto worlds — from NVIDIA's robotaxi announcement to a May sales recap and two significant model updates.
🤖 NVIDIA × Foxconn Robotaxi Initiative Unveiled: NVIDIA CEO Jensen Huang announced at a Computex pre-show event that NVIDIA and Foxconn will co-develop a robotaxi platform in Kaohsiung, targeting commercial launch in 2028. Initial routes focus on airport and HSR station transfers. Foxconn's Hon Hai Advanced Technology provides the EV platform; NVIDIA Drive Hyperion handles autonomous driving compute. Foxconn's Qiaotou facility in Kaohsiung serves as both R&D base and production hub.
🏭 Computex Smart Mobility Takeaways: MediaTek showcased its Dimensity Auto CX1 cockpit solution, already embedded in Foxconn's supply chain — likely destined for the upcoming Model D production version. Foxconn also revealed its Smart EV computing platform and Foxconn Brand AI concept, sketching out its broader software-defined vehicle roadmap.
📊 May Taiwan Auto Market: 33,076 Units Registered: Up 5.3% MoM and 3.7% YoY, driven by more working days and Tesla's Q2 delivery ramp-up. However, the January–May cumulative total is still down 2.3% versus 2025, signaling cautious consumer sentiment. EV registrations surged — 3,112 units in May alone (up 108.4% YoY), with the January–May EV tally hitting 14,247 units (+43.7% YoY), the best H1 start on record.
🚗 Ford Territory Momentum Softens; Full Model Transition Underway: Territory slipped to 857 units in May — the first month below 1,000 since launch — raising questions about post-honeymoon demand. With Kuga and Focus inventory cleared out, Ford Taiwan is now in a full product generation transition gap.
🔄 Hyundai Tucson L 2026.5 Model Year Update: Petrol turbo variants switch entirely to commercial vehicle registration, dropping NT$20,000 to start at NT$999,000. Turbo Hybrid trims revert to passenger car registration, renamed Premium A/B/C at NT$1,119,000–NT$1,259,000, with new standard safety features including surround-view camera and blind-spot monitoring. A Premium Package add-on (NT$60,000) restores previously-standard comfort features on the top trim. The update is a direct competitive response to the Kia Sportage facelift and the upcoming CR-V facelift launch.
⚡ BMW iX3 Pre-Sale Prices Leaked: Dealer sources indicate the 40 M Sport at NT$2,800,000 and 50 xDrive M Sport at NT$3,250,000, with a Taiwan launch expected in October and first deliveries in Q4. Built on BMW's new 800V EV platform, the iX3's pricing effectively pre-marks the bracket for the upcoming Mercedes-Benz GLC Electric and Volvo EX60 as well.
--
Hosting provided by SoundOn