The peak production capacity of the three factories in Zhaoqing, Guangzhou and Wuhan can reach nearly 500,000 vehicles, according to the minutes of the Q1 2021 conference call of XPeng Motors.

无法透露具体数据,但订单数已达历史高位。目前正在采取多种措施从供应链角度应对芯片短缺,同时与合作伙伴加强沟通协调,尽力减轻影响。在二季度中,我们将尽最大努力解决芯片短缺问题,并努力提高交付量。“`markdown
The second quarter may be the most challenging quarter for chips. The relief is expected to come as early as the third quarter of this year or as late as the first quarter of next year. XPeng Motors has done a lot of work to mitigate the impact. The issue was predicted by last year’s third quarter, and XPeng Motors planned ahead by placing orders, communicating with suppliers, and flexibly responding to challenges with confidence.

Q: Are there any extra measures to ensure sufficient supply of other critical components in the second half of the year?
It takes a quarter to ramp up the battery cell production, and a more comfortable situation is expected in the third quarter. The second quarter will bring challenges, but we’ve already taken into account the impact.

Q4: Payment for Xpilot 3.5 and 4.0
Other payment methods are being considered, and will be announced in due course.

Q: What are the differences between Xpilot 3.5 and products from Baidu and Huawei?
The specific functions of Xpilot 3.5 will be shared at the P5 official launch event. In comparison with autonomous driving, a comprehensive evaluation system for autonomous driving should take into account hardware and software costs, available range and scenarios, and user feedback from good experiences. Some abilities in certain systems may only be available within a limited range, and at a higher cost. Xpilot 3.5 and 4.0 strive for balance.

Q: About the mid-term facelift of G3:
There is no targeted improvement in intelligence, but we are confident to improve gross margins.

Q: About the lithium iron phosphate battery:
We plan to raise supplier capacity in the second and third quarters, and strive to meet the capacity requirements in the third quarter. In the long run, we will further increase the proportion of lithium iron phosphate and gross margin.
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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.