Table of Content

1. Profile and Overview of Li Auto
1.1 Profile
Development History
Sales Volume and Revenue (2024)
Sales Breakdown and Gross Margin (2024)
Factory Capacity Construction
Key Parts Manufacturing and R&D Layout
R&D Investment and Direction (2023)
Foreign Investment

1.2 Organizational Management and Channel Construction
Performance Management: Upgrade from OKR to PBC
Comprehensive Introduction of IPD Process Management
Matrix Organization Management
Matrix Organization Management
Marketing Channels
Retail Store Development
Learn all about Huawei
Adjust the Organizational Structure and Release L6
Organizational Structure Adjustment: Integration of Products and Businesses
Organizational Structure Adjustment: Integration of Products and Businesses


2. Product Planning and Development Strategy
2.1 Vehicle Model Planning
Vehicle Model Planning Summary & Spectrum
Vehicle Model Platform Planning
Introduction to Vehicle Models Launched
Development Planning

2.2 Key Vehicle Models and Suppliers
Configuration Comparison Between Key Vehicle Models
Success of Vehicle Model Positioning
Main Suppliers of L8/L9 - Intelligent Connectivity
Main Suppliers of L8/L9 - Intelligent Cockpit
Intelligent Cockpit Parameters and Suppliers of L7
Intelligent Driving Parameters and Suppliers of L7
Other Suppliers of L7


3. Architecture and Domain Integration
EEA Evolution Roadmap
Sales Volume and Penetration Rate of Models with LEEA 2.0
Functional Modules and Supply Chain of LEEA 2.0 & LEEA 3.
Supply Chain of LEEA 2.0 - Autonomous Driving Domain Controller
Supply Chain of LEEA 2.0 - XCU and VIU
Supply Chain of LEEA 2.0 - TSN Protocol Stack
Design of LEEA 3.0: Central Computing Platform + 4 ZCUs
Supply Chain of LEEA 3.0 - CCU (1)
Supply Chain of LEEA 3.0 - CCU (2)
Supply Chain of LEEA 3.0 - ZCU
Supply Chain of LEEA 3.0 - PCIE Switch & TSN Switch Communication Architecture (1)
Supply Chain of LEEA 3.0 - PCIE Switch & TSN Switch Communication Architecture (2)
Supply Chain of LEEA 3.0 - SOA Software, Definition and Deployment of Multi-Level Services
Supply Chain of LEEA 3.0 - Real-time Operating System: LiOS


4. Basic Software
4.1 Software Layout
Software Business Layout
R&D centers
Intelligent Driving Software Business Layout
Li OS

4.2 OTA
Development and Evolution of OTA
Latest OTA Technology Features
OTA Update Requirements
OTA Update History: L Series Models of Li Auto
Details of OTA Updates
OTA 6.0: The AD MAX Version Fully Pushes Map-free NOA
“Lixiang Tongxue” Supports Scenario Creation
L Series/MEGA Optimizes Human-Computer Interaction, Intelligent Driving NOA, etc.
Comprehensive Entertainment System Upgrade


5. Cloud Data and Foundation Models
5.1 Cloud Service Platform
Cloud Platform Layout
Cloud World Model of End-to-end Intelligent Driving
IoV Cloud
Data Storage Solution
Progress of Intelligent Computing Center

5.2 Foundation Models
AIGC Application: Application of Foundation Models in Autonomous Driving
AIGC Application: Smart Space 3.0 Is Connected to Mind GPT
Lixiang Tongxue: Building Multiple Scenes
Mind GPT: Building AI Agent as Core of Foundation Model
Mind GPT: Multimodal Perception
Foundation Model Training Platform Adopts 4D Parallel Mode
Cooperate with NVIDIA to Land Inference Engine
Mind GPT Is Included In National Registration
Iteration of Mind GPT
Features of Mind GPT-3o


6. SOC and Domain Controllers
Cockpit Platform Evolution
Evolution of Cockpit SoCs
Cockpit Chips of Li ONE
Li Ai OS
Intelligent Driving SoC: Development Background and Progress


7. Intelligent Cockpit
7.1 Cockpit Platform
Cockpit configuration
Intelligent Cockpit Evolution
Cockpit-driving Integration Planning
Next-generation Cockpit Software System
Li AI Intelligent Cockpit Space System
Intelligent Cockpit Suppliers

7.2 Cockpit Design
Cockpit Design Features of Main New Models: 2024
Intelligent Cockpit Design of Li L6
Intelligent Cockpit Design of Li MEGA
Intelligent Cockpit Configuration of Li MEGA

7.3 Multimodal Interaction
Intelligent Cockpit Solution: IVI
Featured Multimodal Interactive Applications in the Cockpit
Intelligent Cockpit: Multi-modal Perception + Mind GPT
Multimodal Interactive OTA Content
AD Max Adds AI Smart Bluetooth Key and Other Functions

7.4 Intelligent Voice
“Lixiang Tongxue” Module Design Empowered by MindGPT
Flagship Model Equipped with Voice: MEGA Ultra
Application Scenarios of Mind GPT in “Lixiang Tongxue”
Skills of “Lixiang Tongxue” (1)
Skills of “Lixiang Tongxue” (2)
Skills of “Lixiang Tongxue” (3)
Details of Voice OTA


8. Comfort and Sound System
8.1 Audio
Sales of Models with Different Speakers
Audio of Li L6
Speakers of L Series
Audio of Li Mega
Typical Models with Next-generation audio systems
In-vehicle Entertainment Experience Upgrade

8.2 Comfort System
Installation of Automotive Fragrance and Air Purification System
Fragrance and Air Purification System
Comparison between Air Purification and Fragrance System of All Models
Smart Child Safety Seats Launched in the Mall


9. Automotive Display
9.1 Multiple Screens/Combined Screens
Installation: Models/Sales Volume
Typical Models with Multiple Screens/Combined Screens
Novel Display

9.2 XR/VR
Automotive XR Layout
Features of Rayneo Air AR Glasses
Features of the Latest AR Glasses


10. Internet of Vehicles and Infotainment System
10.1 IVI
Iteration of IVI System
Latest IVI System
Typical Models with IVI Systems
Next-generation Infotainment System
XX Music Login

10.2 Automotive Ecology
Vehicle-phone Interconnection: Cooperate with Multiple Suppliers to Make Mobile Phones Control Vehicles
Vehicle-watch Interconnection: Cooperate with Multiple Suppliers to Make Watches Control Vehicles
Vehicle-home interconnection: Cooperate with Mobile Phone Vendors to Realize Vehicle-home Interconnection

10.3 Automotive Gaming
Xpeng & Automotive Gaming Layout
Announcement of Hardware Configuration for 5A E-sports Room Mode


11. Intelligent Driving System
11.1 ADAS and NOA
Intelligent Driving Algorithm Evolution Planning
ADAS Iteration Route
Iteration of NOA
Hardware Iteration and Suppliers of Intelligent Driving 1.0
AD Max System and L9
AD Pro System
Intelligent Driving 2.0: From AD MAX 2.0 to AD MAX 3.0
Intelligent Driving 2.0: Architecture of AD Max3.0
Intelligent Driving 3.0: End-to-end + VLM Dual System Architecture
Automated Parking System Development Route
Intelligent Parking and Summoning
Accelerate L3/L4 Layout, and Extend to AGI in the Future
L4 Autonomous Driving Planning

11.2 Intelligent Driving Technology Layout
Intelligent Driving Team and Product Development Model
Technical Layout: Chips
Technical Layout: Data Closed Loop
Intelligent Driving Algorithm: NPN
Intelligent Driving Algorithm: TIN
Intelligent Driving Algorithms: Occupancy Network Model
Algorithm Architecture of AD 3.0 - End-to-end Algorithm Architecture Based on Foundation Models
Perception Algorithm: BEV+Transformer+OCC
planning and Control Algorithm: Spatio-temporal Joint Planning + MPC Model
Autonomous Driving Training Platform: Poseidon Training Platform
Technical Layout: Data Closed Loop
L4 Autonomous Driving Technology Base

11.3 End-to-end
End-to-end Solution Evolution
End-to-end Solution Evolution: System 1 + System 2
End-to-end Solution Evolution : Reconstruction + Generation Of World Models
Underlying Technologies of End-to-end Intelligent Driving Algorithms
End-to-end Solutions: DriveVLM - Architecture
End-to-end Solutions: DriveVLM - Rendering Effects
End-to-end Solutions: DriveVLM - Processing of BEV and Text Features
End-to-end Solutions: L3 Autonomous Driving
End-to-end Solutions: Build a Complete Foundation Model from AD Max 3.0
Intelligent Driving Training Process and Computing Power

11.4 Progress in Intelligent Driving in 2024
Integrate BEV Perception Architecture with Lidar to Improve AEB Performance
Push All-round Low-speed AEB for Parking and Low-speed Driving Scenarios
Push Mapless NOA to AD Max Users
Intelligent Driving Mobility Report
Initiate In-depth Cooperation with Tsinghua University in Intelligent Vehicle Technology R&D
Intelligent Driving Mileage in 2024

12. Electrification
12.1 Electric Drive and Power Domain
Electric Drive System: Independent R&D and Production Strategy
Development History of Main Electric Drive Technologies for Battery-electric Platforms

800V SiC Electric Drive System
SiC Module and Electric Drive Projects Are Put into Production

12.2 Electrification Layout
Comparison between Models on Sale in Dynamic Performance
Electric Technology Layout
The First-generation Extended-range Electric Solution
The Second-generation Extended-range Electric Solution
The Second-generation Extended-range Electric X Platform: Chassis Control System
The Second-generation Extended-range Electric X Platform: Other Features
High-voltage Battery-electric Whale/Shark Platform
Energy Replenishment Modes
Battery-electric Strategy
Electrification Dynamics
Establish a Joint Laboratory with XXXXXX

12.3 Hybrid Power and Range Extension
Hybrid Route Planning
Intelligent REV 3.0
Extended Range System 2.0


13. Power Supply, Energy Replenishment and Thermal Management
13.1 Thermal Management
Development Stage of Automotive Thermal Management System
Thermal Management System of Li MEGA
Thermal Management System Suppliers of Li L9

800V wide-temperature-range thermal management system
Four-way Valve Thermal Management System Solution
Thermal Management System Patents
Thermal Management System Structure and Suppliers of Li One
Thermal management system and drive system Suppliers of Li L9

13.2 Charging and Swapping
Charging Facility Development
Super Charging Network Planning
Super Charging Stations
Charging Network
20kW DC Household Piles
Promote the Construction of 5C Super Charging Stations with XXXX
Signed a Cooperation Agreement with XXXX to Establish a Super Charging Energy Technology Company
Cooperate with Sinopec inr charging


14. Chassis Layout
Chassis Control System
Magic Carpet Air Suspension 2.0: Two Modes and Six Options
Magic Carpet Air Suspension Features
CDC Suspension 2.0
Intelligent Chassis Control System Solution: XCU
Intelligent Chassis Control System Application Cases
Integrated Die Casting Technology Solution
Cooperation in Integrated Die Casting