New Energy Vehicles (NEVs) in China

CMP said:

It's neither bizarre nor without reason. A poorly designed or poorly manufactured battery pack can do such a thing VERY easily. It shows Li Auto's battery pack supplier was either cutting major corners or had a critical failure in their quality control process. It also suggests poor selection of battery chemistry. They most likely prioritized cost and range over safety.

I think it's funny. Due to China's massive industrial success, everyone somehow thinks modern batteries are childsplay or primitive technology. In reality, although it is much simpler than producing a chip, it is a lot more like producing a bomb. One flaw and the whole thing could in theory take out your building, assuming you parked a bad EV in your detached house's indoor garage. If I owned one, I would never park it indoors or adjacent to other EVs.

When a single chip goes bad, it doesn't take down the whole rack, cluster, or data center. When a single battery within a large battery pack goes bad, it can take out an entire level of EVs on your cargoship or an entire section of your parking lot of EVs if parked tightly together. A chain reaction of one setting off everything else.

Click to expand...

Proteus said:

I think the battery pack is CATL Qilin, I don't know if Li Auto package itself has recently.

Click to expand...

CMP said:

I don't follow CATL but it sounds like Qilin can be both LFP and non-LFP. If I was a betting person, I would guess the latter for this case.

Click to expand...