Li Auto has initiated a strategy to supply its core automotive technologies to external partners. The company is currently offering its proprietary Mach chips, silicon carbide modules, and range extenders to third-party clients.
To facilitate this expansion, Li Auto has established independent legal entities for its chip and silicon carbide businesses. The company is actively seeking external customers for these components, and its silicon carbide subsidiary, SiC Semiconductor, is preparing to raise additional capital from outside investors.
The Mach M100 chip, launched in June, is a key part of this initiative. Built on a 5nm process, the chip delivers 1280 TOPS of computing power. Since the second quarter of this year, it has been integrated into several Li Auto models, including the L9, L8, L6, MEGA, and i9.
Li Auto is also exploring opportunities in the robotics sector, having held discussions with embodied AI companies regarding the potential use of its Mach chips. However, the company has no plans to supply its self-developed batteries, citing the high level of customization required for battery systems.
