Li Bin Calls for Standardization of Batteries and Chips to Reduce Costs

[Technical Initiative] NIO CEO Li Bin has called for advancing battery standardization and chip unification to address the industry's cost challenges.

Core Development: Standardizing Batteries and Chips Could Save Over RMB 100 Billion

Li Bin stated at the High-Level Forum on Intelligent Electric Vehicle Development on April 11, 2026, that batteries and chips together account for over 50% of the cost of intelligent electric vehicles, and their current lack of standardization severely hampers efficiency. Non-unified cell specifications and fragmented chip types cause significant supply chain volatility, trapping automakers in a "new model death valley"—where demand plummets shortly after a new vehicle’s successful launch, often wasting hundreds of millions of yuan per model.

Strategic Foundation: Technology Convergence Creates a Window for Standardization

Li Bin emphasized that battery technology has largely converged, creating conditions suitable for implementing standardized cells. Meanwhile, chip unification is a critical pathway to boosting domestic production rates and mitigating global geopolitical risks. Together, these two measures could unlock over RMB 100 billion in cost-saving potential across the industry, alleviating the widespread dilemma of "rising volumes without rising revenue, and rising revenue without rising profits."