After Nvidia Pauses China Outlook, Top Chinese Automakers Race To Ditch Foreign Chips, Aim For 100% Domestic Supply By 2027: Report
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jun 17 2025
0mins
Source: Benzinga
Chinese Automakers' Shift to Domestic Chips: Major Chinese automakers are planning to eliminate foreign semiconductors from their vehicles by 2027, with some brands aiming for 100% domestic chip production by 2026, driven by government initiatives and recent U.S. export restrictions affecting foreign chip access.
Impact of U.S. Export Controls: The push for self-reliance in semiconductor production comes as Nvidia announces it will exclude China from future revenue forecasts due to significant losses attributed to U.S. export controls, highlighting the growing concerns over component availability for Chinese electric vehicle manufacturers.
Analyst Views on LI
Wall Street analysts forecast LI stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for LI is 21.12 USD with a low forecast of 17.00 USD and a high forecast of 32.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
11 Analyst Rating
2 Buy
8 Hold
1 Sell
Hold
Current: 16.690
Low
17.00
Averages
21.12
High
32.00
Current: 16.690
Low
17.00
Averages
21.12
High
32.00
About LI
Li Auto Inc is a holding company primarily engaged in the design, development, manufacturing, and sales of smart electric vehicles. The Company’s main products include the Li L9, Li L8, Li L7, Li L6, and Li MEGA, encompassing six-seat sport utility vehicles (SUVs), five-seat SUVs, and multi-purpose vehicles (MPVs). The Company is also engaged in research and development activities relating to intelligent vehicle technologies, the design, development and manufacturing of various components and systems for new energy vehicles, and the provision of value-added services such as charging, vehicle maintenance and repair. The Company mainly conducts its businesses within domestic market.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
