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Tag: Nio

  • Chinese EV Makers Face Rising Component Costs as AI Drains Supply

    Chinese EV Makers Face Rising Component Costs as AI Drains Supply

    Chinese smart electric vehicle manufacturers are battling component deficits of up to 30 per cent, driving steep price surges across circuit boards and basic electronic parts.

    Prices for printed circuit boards and multilayer ceramic capacitors have more than tripled over the past twelve months as global semiconductor makers reallocate production capacity to artificial intelligence data centres.

    Surging Hardware Prices

    Printed circuit boards now cost roughly 330 yuan ($49) per sheet, up threefold in a year according to data from the India Printed Circuit Association. Multilayer ceramic capacitors, essential for regulating electrical currents across vehicle power systems, jumped from 10 yuan per 1,000 units to 40 yuan in early 2026.

    Memory chips needed for autonomous driving features are delivering the heaviest financial blow. Nio chief executive William Li reported that rising raw material expenses, led by memory chips, added 20,000 yuan to the build cost of every single vehicle.

    Carmakers cost pressure mainly comes from memory chips. But a lack of PCBs and MLCCs disrupts production and prevents assemblies from running smoothly.

    Supply Chain Squeeze

    Component makers in manufacturing hubs like Zhejiang province are giving order priority to AI data centre operators over automotive assemblers because computing chips yield higher margins. Carmakers must now pay hefty premiums to keep assembly lines running.

    Geely Auto, China’s second-largest automaker, confirmed that while small passive components represent a modest fraction of total expenditure, physical shortages threaten assembly continuity. The bottleneck across global component production lines will take at least twelve months to resolve.

    The margin squeeze arrives just as Chinese carmakers rely on software and autonomous driving capabilities to win buyers in an increasingly crowded domestic auto market. Nio and Geely are renegotiating vendor contracts to lock in deliveries for the second half of 2026.

  • China EV Maker Nio Says It Has No Plans To Raise Prices In Short Term

    China EV Maker Nio Says It Has No Plans To Raise Prices In Short Term

    Chinese electric vehicle (EV) manufacturer Nio said on Monday that it had no intentions to raise prices in the short term, but that it would be flexible on its decision making given evolving circumstances.

    Nio said in a statement that raw material prices and chip supply and demand were causing large changes to supply chain costs.

  • Following Amazon’s Footsteps, China’s JD.com Launches In-Car Delivery

    Following Amazon’s Footsteps, China’s JD.com Launches In-Car Delivery

    JD is launching a service in China where online shoppers can have their purchases delivered to anywhere they can park their cars.

    The Chinese e-commerce giant has launched an ‘in-car delivery service’ in partnership with electric vehicle maker NIO, a similar concept to that unveiled by Amazon in the US in April.

    The JD In-Car Delivery Service will use connected car technology that automatically locates customers’ cars, then enables JD’s delivery personnel to pop the trunk of  the car using a Personal Digital Assistant to the car, deposit the consumer’s order, and lock the trunk again.

    To maximise security, the device is programmed so only the specifically authorised JD delivery person will be able to open the car trunk, while the entire delivery process can be monitored using in-car cameras.

    JD, which boasts 90 per cent of its orders can be delivered same- or next-day, will deliver to vehicles parked at home, at the office, or in a range of other approved areas.

    “The offering adds a new, convenient option for consumers with cars who may not be available to accept deliveries in person, such as office workers who park their cars in the company lot during the day, or commuters who leave their cars in their driveways while they are out,” said Bing Fu, head of planning and development, with JD Logistics.

    “Imagine the convenience of finishing work for the day and knowing that your orders are already waiting in your car for you, ready to drive home. You can have the peace of mind that, even when you’re not at home, your JD orders have been stored securely in your trunk. JD In-Car Delivery makes that possible.”

    The company plans to partner with other leading automakers in China to expand the service across connected car models in coming months.

    To use in-car delivery, JD consumers who own compatible car models can link their JD account with their account on the automakers’ connected car platforms.

  • China’s Changan forms electric car JV with local startup Nio

    China’s Changan forms electric car JV with local startup Nio

    China’s fourth-largest automaker Chongqing Changan Automobile Co Ltd and Nio, an electric car startup formerly known as NextEV, will form a joint venture to cooperate on researching and selling electric cars, Nio said on Sunday.

    China is aggressively promoting electric cars to combat urban smog and push the industry to the forefront of automotive technology, loosening rules in recent years to allow startups like Nio to flood the industry and challenge established Chinese automakers.

    The Changan-Nio JV will focus on research, sales and service for green cars, although under a broader partnership the two sides will also share resources related to smart vehicle technology, manufacturing and other areas, according to a statement from Nio.

    Financial terms of the partnership were not disclosed.

    A Changan spokesman said the company had no further information to release regarding the partnership.

    Chinese tech giant Tencent Holdings Ltd was an early backer of Nio, and rival internet company Baidu Inc last month said it was leading a new round of investment into the startup.

    Nio has also partnered with Anhui Jianghuai Automobile Group Corp Ltd to produce electric vehicles on a contract basis.

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