Question · Q3 2025
Yingbo Zhu asked about Li Auto's expected technology and product progress in 2026, particularly regarding the M100 chip and embodied AI, and the timeline for significant technological or product jumps. Additionally, Zhu inquired about Li Auto's transition challenges from EREV to BEV, seeking more information on technology reserves and supply chain preparation for BEV.
Answer
CEO Xiang Li explained that in 2026, the company will launch an AI system based on internally developed M100 chips, which will transform user experience from passive to automated and proactive. He emphasized that embodied AI will bring unimagined changes by solving key issues. CFO Johnny Tie Li detailed in-house development in electric drive (efficiency, silicon carbide, motor factory), battery systems (ultra-fast charging, 5C batteries mass production in 2026), and electronic control (hardware/software for driving experience), all supporting BEV transition.
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