Li Auto has begun an external supply plan for its in-house developed Mach chips, silicon carbide modules, and range extenders. The company is establishing independent business entities for these technologies to seek external customers and capital. While these components are being marketed to third parties, the company has no current plans to supply its self-developed batteries.
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The coverage focuses on the strategic shift toward commercializing proprietary automotive technologies and the establishment of independent entities for these business units.
The potential challenges or competitive risks associated with entering the external component supply market.
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