Eight Automakers Summoned Over OTA Battery Capacity Limitation

[Regulatory Action] Eight new energy vehicle manufacturers have been summoned over OTA-based 'battery capacity limitation' practices, with three placed under formal investigation.

Core Development: Widespread Consumer Complaints Prompt Regulatory Intervention

In March this year, China’s national 12315 consumer complaint platform received more than 12,000 complaints regarding OTA battery capacity limitation—a 273% year-over-year surge. Regulators promptly summoned eight automakers, of which three are now under investigation for suspected violations. Additionally, two companies have already withdrawn the controversial software update and pledged to restore original vehicle performance.

Strategic Rationale: Battery Capacity Limitation as a Cost-Cutting Measure

A former BMS (Battery Management System) algorithm engineer revealed that 'locking battery capacity' is essentially a 'zero-cost fix.' By restricting battery depth of discharge and power output, automakers can reduce failure rates and slow battery degradation. Under national regulations, if battery capacity drops by more than 20% within 8 years or 120,000 kilometers, manufacturers must replace it free of charge. Battery capacity limitation significantly cuts warranty expenses—potentially saving tens of billions of yuan annually for automakers selling one million vehicles per year.

Industry Impact: Eroding Consumer Trust and Testing Regulatory Boundaries

Since WM Motor’s EX5 first implemented battery capacity limitation following a spontaneous combustion incident in 2021, such practices have persisted despite repeated bans. This latest wave of summonses signals heightened regulatory scrutiny and may accelerate the establishment of transparent OTA protocols and mandatory user consent mechanisms.