Question · Q3 2025
Tina Hu inquired about the progress of Li Auto's in-house developed SOC (System-on-Chip) and operating system, specifically regarding open source initiatives and future development plans.
Answer
CFO Johnny Tie Li explained that in-house designed controller hardware and operating system (Halo OS) have reduced development time and cost. Halo OS has been open-sourced to enable collaborative development with partners, and a technical steering committee was established in September. He also mentioned ongoing development of a vehicle foundation model for physical AI and that the M100 chip, co-designed with the foundation model, is undergoing large-scale system testing for commercial development next year, aiming for three times the performance-to-cost ratio of current high-end chips.
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