De-CATL-ization Is Reshaping Battery Procurement: Automakers Seek Supplier Optionality
Automakers are reducing reliance on single-source battery supply without walking away from CATL. This article examines how Li Auto, Xiaomi and Huawei are building supplier alternatives, why CATL remains a major force, and how second sourcing, strategic investment and in-house battery-system capabilities are changing EV battery procurement.
Oct 19, 2026