Li Auto's president has confirmed that the company is open to supplying its self-developed Mach chips and silicon-carbide (SiC) power modules to other automakers, a move that would help spread research and development costs. Battery packs, however, will not be offered externally because they are custom-built for Li Auto vehicles and tightly linked to the company's own production planning.
Ma Donghui, president of Li Auto, made the remarks in response to questions about the company's plans for selling self-developed components, according to Chinese outlet Gasgoo. He said the Mach chip and SiC modules are standardised parts with broad compatibility, so other manufacturers can adapt them to their own vehicles. The battery pack, by contrast, is developed to Li Auto's specific vehicle requirements and its capacity planning is tied to the company's own vehicle output, making external supply impractical.
Mach chip and SiC module details
The Mach M100 chip was unveiled in June 2026 and uses a 5nm automotive-grade process. It delivers a single-chip computing power of 1,280 TOPS and a memory bandwidth of 273GB/s. Since the second quarter of 2026, it has been installed in the new Li Auto L9, L8, L6, MEGA and i9 models.
The SiC power modules, a core component of Li Auto's 800V high-voltage platform, have entered mass production at the company's semiconductor base in Suzhou. According to 36Kr, the Mach chip business is operated through Li Auto's wholly owned subsidiary Xinchuang Zhike, while the SiC business is run by Sike Semiconductor, a joint venture between Li Auto and Hunan Sanan. The latter is preparing to bring in outside capital, and Li Auto's range-extender (EREV, an electric vehicle with a petrol generator) system is also signalling that it could be offered to other companies.
Supply chain strategy
The move reflects a broader trend among Chinese EV makers of turning in-house technology into a revenue stream. By supplying standardised components to rivals, Li Auto can lower its per-unit development costs while keeping its most vehicle-specific technology, such as battery packs, proprietary. The company has not disclosed pricing or a timeline for external supply of the Mach chip or SiC modules.
Li Auto, one of China's best-selling makers of EREVs and battery-electric vehicles (BEVs), has been investing heavily in vertical integration. Its semiconductor push is part of a strategy to control key components in an increasingly competitive market, where automakers are racing to cut costs and differentiate through technology.
