Li Auto Reportedly Follows Nio and Xpeng Into Tech Sales Revenue Push

Li Auto is reportedly restructuring key technology operations to operate more independently and pursue outside customers. According to CnEVPost, the Chinese automaker is separating its chip and silicon carbide businesses into standalone units, with some of those units planning to raise external capital.

The move would place Li Auto on a similar path to Nio and Xpeng, both of which have already looked to sell technology and components beyond their own vehicles. It reflects a broader shift among Chinese EV makers to turn in-house research into an additional revenue stream rather than a pure cost center.

Details on the exact structure, timing, or scale of the plans were not disclosed in the report. If realized, the effort could mark another step in the maturing of China’s electric vehicle supply chain, where automakers increasingly act as suppliers as well as manufacturers.