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Li Xiang, CEO of Ideal Auto, wrote that recently there is an argument that self-research means “de-XX” and that is to oppose suppliers. I think the opposite is true. Apple's A series chips, Nvidia, and Qualcomm's flagship chips are mostly self-developed by the manufacturer and manufactured by TSMC. Tesla's self-developed batteries are also produced in collaboration with Ningde Times, LG, and Sunwoda. This model not only did not weaken TSMC, the Ningde Era, and Sunwoda, but instead made them stronger and stronger. “De-XX” is a zero-sum game mentality. Ideal Auto will never use this kind of thinking to define our self-development strategy. I believe that excellent Chinese smart electric vehicle companies will never use such a narrow way of thinking to define their own strategy.

Zhitongcaijing·09/28/2026 06:17:15
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Li Xiang, CEO of Ideal Auto, wrote that recently there is an argument that self-research means “de-XX” and that is to oppose suppliers. I think the opposite is true. Apple's A series chips, Nvidia, and Qualcomm's flagship chips are mostly self-developed by the manufacturer and manufactured by TSMC. Tesla's self-developed batteries are also produced in collaboration with Ningde Times, LG, and Sunwoda. This model not only did not weaken TSMC, the Ningde Era, and Sunwoda, but instead made them stronger and stronger. “De-XX” is a zero-sum game mentality. Ideal Auto will never use this kind of thinking to define our self-development strategy. I believe that excellent Chinese smart electric vehicle companies will never use such a narrow way of thinking to define their own strategy.