Clarification on Rumors of Gree-GAC Chip Collaboration

[Collaboration Clarification] Dong Mingzhu 'joked' about supplying half of GAC’s chips, prompting GAC to swiftly deny the claim.

Core Development: Executive Interaction Misinterpreted as Commitment

On January 15, Feng Xingya, Chairman of GAC Group, led a delegation to visit Gree Electric Appliances, where both parties discussed integration into the 'human-vehicle-smart home' ecosystem. During the meeting, Feng mentioned that the Hyper A800 model is equipped with 1,004 domestically produced chips. In response, Dong Mingzhu remarked with a smile, 'In the future, 500 of them will be mine.' This offhand comment was misinterpreted by some media outlets as a concrete commitment to collaboration.

Key Data: Gree's Silicon Carbide Chips to Enter Mass Production in 2026

Gree Electronics Components Co., Ltd.—a subsidiary of Gree—plans to begin mass production of silicon carbide chips for photovoltaic energy storage and logistics vehicles in 2026. To date, Gree has sold over 3 billion chips cumulatively, though none have yet entered the automotive-grade pre-installed market.

Industry Impact: Appliance Giant's Automotive Foray Still in Early Stages

Although Gree began investing in power semiconductors as early as 2010 and established a dedicated silicon carbide company in 2023, GAC explicitly stated that the claim about 'half of its chips being supplied by Gree' is unfounded. The two companies remain in the stage of technical exchanges only.