Li Bin responds to NIO's mobile phone business issue: No need to change phones within a year.

What is the progress of NIO Phone?

At the face-to-face meeting on November 27, NIO’s CEO William Li responded to various questions about the company’s phone business:

“Currently, NIO has teams in Shanghai and Beijing, and things are going smoothly.”

“For users who plan to change their phones within a year, there is no need to switch now. They can wait for NIO’s phone, especially for Android users.”

One reason for NIO to make phones is to achieve complete ecological integration between their phones and vehicles. Currently, Android and Apple have certain limitations in software and hardware. For example, UWB chip that NT 2.0 platform is equipped with cannot be called or recognized by current mobile phones when used with NIO’s vehicles.

Therefore, one can feel the confidence in NIO’s phone from William Li’s words.

However, it’s difficult to say that it can compete with Apple’s level, especially in terms of animation effects, based on the current state of the car’s system. So, let’s wait for next year’s NIO DAY.

When will NOP+ be released?

NOP+ was originally scheduled to be released in Q3 this year, but since half of Q4 has already passed, William Li mentioned a new schedule that it will be released in Q4 this year.

As for whether NOP+ will be free, William Li also gave an answer:

“NOP+ is part of the assisted driving and automatic driving systems on the NT 2.0 platform. We are still discussing internally and have not made a final decision.”

Technically, NOP+ cannot be said to be included in NAD. However, from a commercial and regulatory perspective, it is difficult to define clearly, so NIO is still discussing it internally.On the other hand, the purchasing policy of NP will also affect the discussion in this regard. Whether old car owners will become “leeks” probably depends on whether NOP+ will be free or not.

This article is a translation by ChatGPT of a Chinese report from 42HOW. If you have any questions about it, please email bd@42how.com.