Li Auto’s Layout in Electrification, Connectivity, Intelligence and Sharing and Strategy Analysis Report, 2023-2024
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Li Auto overestimates the BEV market trend and returns to intensive cultivation.

In the MPV market, Denza D9 DM-i with the highest sales (8,030 units) in January 2024 is a hybrid electric vehicle (HEV) model. Among the top ten new energy models, Trumpchi E8 PHEV (3,470 units) and Voyah Dreamer PHEV (3,208 units) are also HEV models.   

In 2023, the sales of battery electric vehicle (BEV) models in Chinese market jumped by 24.6% year on year, plug-in hybrid electric vehicle (PHEV) models by 84.7%, and extended-range electric vehicle (EREV) models by 181%. It is absolutely clear which technology route is more accepted by current users. It stands to reason that Li Auto, which is best at EREVs, should launch all-electric and extended-range editions of MEGA simultaneously.       

Why no extended-range edition?

Li Auto's official answer is: “only built on advanced BEV architecture can we get the optimal MPV space solution we think. The space potential of MPVs has already been exploited under existing fuel-powered vehicle architectures. Assuming Li MEGA is an extended-range MPV, the space for components like range extender and fuel tank must be reserved, so there is no way to fully release the space and the styling will not be perfect either. To produce a qualitative change in interior space, the only path is all-electric.”     

“Li MEGA is based on Li Auto’s high-voltage BEV platform and packs Li Auto-CATL Qilin 5C battery, with a CLTC range of 710km and a cruising range of 500km in the fastest 12-minute charge. We are accelerating the construction of the 5C supercharging network, turning supercharging stations into an important configuration of all-electric products including Li MEGA and a range extender for BEV models.”

This explanation is slightly far-fetched. It can be said that Li MEGA is an idealistic product that is far from the actual needs of the public, leading to lower-than-expected MEGA sales.  

Facing the setback, Li Xiang introspected. He emphasized that Li MEGA is in the stage of 0 to 1 (commercial verification period) rather than 1 to 10 (boom period),so he lowered the sales expectation of the whole company which then began to enter the stage of proceeding steadily and step by step and making solid progress.  

In 2024, Li Auto starts large-scale deployment of super-fast charging stations, building more than 2,000 in cities in 2024 and 3,000 in 2025. It will also build 700 supercharging stations on highways in 2024.

In contrast, NIO, an OEM with the most charging stations, has already built 3,740 charging stations and 2,375 battery swap stations nationwide as of March 2024. NIO plans to build 1,000 new battery swap stations (equivalent to Li Auto's supercharging stations) in 2024. It is clear that well-funded Li Auto is more aggressive.  

Frequently push OTA updates and return to intensive cultivation 

Li Auto pushes OTA updates frequently, with a major upgrade to version 5.0 in late 2023, making owners feel as if they’ve gotten a new car.

On March 27, 2024, Li Auto announced that L Series and Li MEGA will start OTA 5.1 push, adding 41 new highlights such as:
?Add IVI hotspot and wireless screen projection
?Add HUD digital rearview mirror image
?Further enhance AEB recognition capabilities and usable scenarios
?Recognize obstacles, e.g., water-filled barriers and construction signs
?Support braking at a maximum speed of 90km/h.
?Freely select intelligent parking from left, center or right 
?Add a full-view driving recorder: five-way viewing angle, 24-hour simultaneous recording
?Enhance truck avoidance function of highway NOA
?Enhance roundabout function of urban NOA
?Add Tuning Master and Task Master Square
?Add second-row sitting position memory

Continuously optimize the management system to maintain team combat effectiveness

In the first few years of start-up, Li Auto was not the most advanced in technology. However, relying on strong product definition capabilities and organizational management capabilities, Li Auto’s team has boasted combat effectiveness stronger than other emerging automakers (except Huawei AITO), and the car sales of a single store is often more than twice that of other emerging automakers. 

For example, to cope with the long-cycle characteristics of the automotive industry, Li Auto upgraded its employee assessment content from OKR to PBC after sales increased. Original performance assessment ratio and assessment cycle were changed accordingly, with the assessment ratio changed from “262” to “271”.   

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“271” reduces the proportion of unqualified employees in performance assessment, which is theoretically friendlier than the previous appraisal system. However, under the new system, the performance assessment cycle has been adjusted to half a year. If both assessment cycles are rated "I/F", it will mean that the employee is more likely to be laid off. Li Auto said that the purpose of lengthening the assessment cycle is to match the automotive industry that has performance output characteristics of long term and complex business, and make employees focus on long-term contributions, while appropriately reducing management costs and lowering the ratio of last places.  
To have the ability to develop multiple models simultaneously, Li Auto introduced the IPD (Integrated Product Development) process from Huawei. Its core is PDT (Product Develop Team), which is responsible for the commercial success and the entire process of a car from definition to sales. The benefit offered by the IPD process is that the company has highly unified ideas in the processes of product definition, design, development and marketing. Li Auto started piloting the matrix management mode from IPD in 2021 and established the first horizontally organized product department.    

Li Auto transformed from a “vertical functional organization” to a “matrix organization” in December 2022, shifting from concentrating all efforts in one place to synchronously coordinating efforts at multiple points. Li Auto will fully start a matrix organization from 2023 to 2025. Based on two horizontal entity departments of strategy and product, five new departments including business, supply, process, organization, and finance will be added to ensure the quality of full-process management. In April 2023, Li Auto added another two departments: one is "CFO Office", where CFO Li Tie is responsible for process, organizational, and financial changes; the other is "Sales and Service Group", headed by former Huawei executive Zou Liangjun which mainly manages sales, delivery, after-sales and charging networks, and reports to Li Xiang.

In September 2023, Li Auto established a capacity delivery team for each manufacturing plant (including Changzhou, Beijing, and range extender plants), which runs through R&D, manufacturing, supply, procurement, and delivery links. 

Precisely because of excellent internal management and external supply chain management, Li Auto does not have big problems with production capacity expansion, ensuring the delivery surged from 132,000 cars in 2022 to 376,000 units in 2023. 

1. Overview of Li Auto
1.1 Profile
1.2 Company Structure
1.3 Development History
1.4 Model Planning
1.5 Delivery in 2023
1.6 Factory Capacity Construction
1.7 Key Components Manufacturing and R&D Layout 
1.8 R&D Investment
1.9 Progress of Intelligent Computing Center
1.10 Cloud Platform Layout
1.11 External Investment

2. Organizational Management and Channel Building of Li Auto
2.1 Performance Management
2.2 Full Introduction of IPD Process Management
2.3 Matrix Organization Management
2.4 Marketing Channels
2.5 Retail Store Development
2.6 Comprehensive Learning from Huawei
2.7 Supply Chain Management

3. EEA of Li Auto
3.1 EEA Evolution Route
3.2 LEEA 2.0
3.3 LEEA 3.0: (1) CCU
3.4 LEEA 3.0: (2) Zonal Controller 
3.5 LEEA 3.0: (3)
3.6 LEEA 3.0: (4)
3.7 LEEA 3.0: (5)

4. Modular Platform and Electrification Layout of Li Auto
4.1 New Energy Modular Platform Planning and Models
4.2 Comparison of Power Performance Parameters between Models
4.3 Electric Technology Layout
4.4 First Generation Extended-Range Electric Solution
4.5 Second Generation Extended-Range Electric Solution
4.6 Second Generation Extended-Range Electric X-Platform: Chassis Control System
4.7 Second Generation Extended-Range Electric X Platform: Other Features
4.8 High Voltage All-electric Whale/Shark Platforms
4.9 Electrification Platform - Thermal Management System
4.10 Thermal Management System Structure and Suppliers of Li One
4.11 Thermal Management System and Drive System Suppliers of Li L9
4.12 Methods of Supplemental Energy
4.13 Charging Facility Development
4.14 Supercharging Network Planning
4.15 All-electric Strategy
4.16 800V SiC High Voltage Electric Drive System
4.17 MEGA Qilin Battery
4.18 Electrification-Related Dynamics

5.Intelligent Chassis Layout of Li Auto
5.1 XCU Central Domain Controller
5.2 Chassis Control System
5.3 Magic Carpet Air Suspension 2.0
5.4 Magic Carpet Air Suspension Features
5.5 Magic Carpet Air Suspension Pro and Max

6. Intelligent Driving System of Li Auto
6.1 Evolution Route for Autonomous Driving Platforms
6.2 Full-Stack Self-development
6.3 Intelligent Driving Team and Product Development Mode
6.4 Autonomous Driving Development Route
6.5 ADAS System Hardware Iteration and Suppliers
6.6 AD MAX
6.7 AD Pro
6.8 NOA
6.9 AD 3.0(1)
6.10 AD3.0(2)
6.11 Development Routes for Automated Parking Systems
6.12 Intelligent Parking and Summoning
6.13 AD3.0
6.14 Technology Layout: Chip
6.15 Technology Layout: Data Closed Loop (1)
6.16 Technology Layout: Data Closed Loop (2)
6.17 Technology Layout: Intelligent Driving Algorithm (1)
6.18 Technology Layout: Intelligent Driving Algorithm (2)
6.19 Technology Layout: Intelligent Driving Algorithm (3)
6.20 Technology Layout: Intelligent Driving Algorithm (4)
6.21 Technology Layout: Intelligent Driving Algorithm (5)
6.22 AD MAX3.0 Algorithm Training (1)
6.23 AD MAX3.0 Algorithm Training (2)

7 Intelligent Cockpit and Internet of Vehicle (IoV) of Li Auto
7.1 Comparison of Cockpit Parameters between Models
7.2 Highlights of Telematics (1)
7.3 Highlights of Telematics (2)
7.4 Highlights of Telematics (3)
7.5 Highlights of Telematics (4)
7.6 Highlights of Telematics (5)
7.7 Highlights of Telematics (6)
7.8 Highlights of Telematics (7)
7.9 Entertainment Ecosystem
7.10 OTA Features
7.11 OTA Update Requirements
7.12 OTA Update History (1)
7.13 OTA Update History (2)
7.14 OTA Update History (3) 
7.15 Game Scenario
7.16 Karaoke Scenario
7.17 Movie Watching Scenario
7.18 Cockpit Upgrade for 2024 Models

8. Voice and Multimodal Interaction of Li Auto
8.1 Voice Benchmarking Models
8.2 In-vehicle Voice Skills
8.3 Vehicle Control Functions
8.4 Voice Self-development and Cooperation
8.5 Foundation Model Implementation
8.6 Smart Space 3.0 Access to Mind GPT
8.7 Progress in Mind GPT
8.8 AI Li Xiang Tong Xue for OTA 5.0
8.9 Interaction Upgrades for OTA 5.1
8.10 In-cabin Interaction Capabilities

9. APP Operation of Li Auto
9.1 Application Service Features
9.2 In-vehicle Information Service: App Store
9.3 Out-of-vehicle Remote Service: Mobile App
9.4 APP User Profile and Homepage Analysis
9.5 APP Functional Section - Community and Message
9.6 APP Functional Section - Vehicle Control
9.7 APP Functional Section - Product Categories and Features of the Mall
9.8 APP Functional Section - My
9.9 APP Operation Strategy and User Growth System
9.10 APP User Growth System - Points Features and How to Get Them 
9.11 APP User Growth System - Points Consumption Methods 
9.12 APP User Growth System - Badge and Membership Level Acquisition

10. Major Models and Suppliers of Li Auto
10.1 Comparison between Configurations of Major Models
10.2 Model Positioning Successes
10.3 Major Suppliers of Li L8/L9 - Intelligent Connectivity Section
10.4 Major Suppliers of Li L8/L9 - Intelligent Cockpit Section
10.5 Core Configuration for 2024 Li L9
10.6 Core Configuration for 2024 Li L8
10.7 Core Configurations for 2024 Li L7 
10.8 Intelligent Cockpit Parameters and Suppliers for Li L7
10.9 Intelligent Driving Configurations and Suppliers for Li L7
10.10 Core Configuration of MEGA

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