NIO Joins Forces With Onsemi To Supercharge Next-Gen 900V EVs
NIO Inc. (NYSE:NIO) announced on Monday an expanded strategic collaboration with ON Semiconductor (NASDAQ:ON) to advance its next-generation 900V electric vehicle platforms.
This partnership leverages onsemi’s EliteSiC technology to enhance efficiency and performance in NIO’s latest EV lineup, including models set to debut at the 2026 Beijing Auto Show.
- Technology Shift: Transition from 400V to 900V architectures.
- Product Launch: New models to debut at the 2026 Beijing Auto Show.
- Performance Gains: Enhanced system output and drivetrain efficiency.
Onsemi’s President and CEO, Hassane El-Khoury, emphasized the importance of system efficiency and scalability in the new phase of electrification. El-Khoury noted that the collaboration with NIO demonstrates the potential of aligned technology roadmaps to accelerate the transition to high-voltage architectures.
Expands 900V EV Platform Partnership
CEO of XPT, Alan Zeng, highlighted NIO’s commitment to pushing the boundaries of intelligent electric mobility. Zeng stated that the collaboration with onsemi is instrumental in delivering high-performance vehicles globally.
The partnership marks a significant shift in the auto industry towards closer integration between automakers and semiconductor companies. This system-level integration aims to bring scalable, higher-performance electric vehicle platforms to market more efficiently, reducing development complexity and accelerating execution.
Why Automakers Partner With Chipmakers For EV Innovation
By supporting this transition, onsemi is helping automakers like NIO to adapt to higher-voltage architectures and more advanced electric drive systems, reflecting broader industry trends towards electrification and energy efficiency. Technical data unavailable. The market data feed failed to return data for this symbol.
Earnings & Analyst Outlook
Looking further out, the next major catalyst for the stock arrives with the June 2, 2026 (estimated) earnings report.
- EPS Estimate: Loss of 24 cents (Up from Loss of 41 cents YoY)
- Revenue Estimate: $3.55 Billion (Up from $1.66 Billion YoY)
Analyst Consensus & Recent Actions: The stock carries a Buy rating with an average price target of $6.17. Recent analyst moves include:
- HSBC: Upgraded to Buy (Raises Target to $6.80) (March 13)
- Freedom Broker: Upgraded to Buy (Raises Target to $7.00) (Nov. 28, 2025)
- Freedom Capital Markets: Upgraded to Buy (Raises Target to $7.00) (Nov. 28, 2025)
NIO Price Action: Nio shares were up 0.24% at $6.22 at the time of publication on Monday, according to Benzinga Pro data.
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