Giga Casting Technology Sparks Industry Debate

[Technical Approach] Wei Jianjun of Great Wall Motor questions the cost and repairability of giga casting, while Li Auto counters that it enhances efficiency and performance.

Core Development: Sub-$15,000 Vehicles Become Flashpoint in Giga Casting Debate

Wei Jianjun bluntly stated that for vehicles priced around $15,000, this technology brings "more drawbacks than benefits," stressing that total lifecycle costs are critical for mainstream consumers. He noted that a 7,000-ton casting machine costs over $7 million per unit, while a 12,000-ton system can reach as high as $14 million. Moreover, current yield rates for cast parts range only between 65%–80%, far below the 98% typical of conventional stamped components.

Strategic Divide: Manufacturing Philosophies Clash Between Legacy Automakers and New EV Players

Li Auto responded by asserting that giga casting enables lighter weight and greater integration, improving body rigidity and energy efficiency, citing international examples such as the Volvo EX90. The fundamental conflict lies here: traditional automakers prioritize post-accident repair costs for users, whereas new EV makers bet on manufacturing efficiency and product performance.

Industry Impact: Widespread Adoption Still Hampered by Cost and Ecosystem Constraints

Aluminum castings tend to become brittle upon collision—"shattering at impact"—leading to higher repair complexity and insurance premiums. In the short term, the technology is unlikely to penetrate the market segment below $15,000, meaning its benefits may remain limited to premium or high-volume models.