As the level of intelligence continues to improve, the AI computing silicon area consumed by the automotive industry in the future may even exceed that of the smartphone industry, Jiemian.com reported, quoting LI AUTO-W (02015.HK) -2.600 (-4.301%) Short selling $848.67M; Ratio 35.863% CTO Xie Yan as saying. This means leading automakers already possess the industrial scale required to support the development of in-house AI chips. He envisioned the competitive landscape of the automotive industry will gradually evolve into two models: a small number of companies will follow a deeply integrated self-development path akin to Apple Inc. (AAPL.US) and Huawei; while most companies, constrained by R&D costs, will rely more on procuring general-purpose solutions (off-the-shelf solutions) and complete product development through integration and secondary optimization.Related NewsLatest Broker Ratings, TP and Views on LI AUTO-W (02015.HK)Xie added that LI AUTO hopes to become the former type of company, characterized by high technological barriers, strong competitive differentiation and high profitability. For LI AUTO, not every chip needs to be developed in-house, but the focus will be on AI chips. If a company takes AI as its core competitiveness, then developing its own AI chips is a must. To become an industry bellwether, this is unavoidable.(HK stocks quote is delayed for at least 15 mins.Short Selling Data as at 2026-05-29 16:25.) (Real-time Streaming US Stocks Quote; Except All OTC quotes are at least 15 minutes delayed.)
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