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Ni Jun: Battery yield must reach one in a billion, becoming the "energy foundation" of automotive software platforms

MarsBitNews
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Caijing News Report, June 23 — Ningde Times Chief Manufacturing Officer Ni Jun stated at the 2026 Summer Davos that batteries are the most difficult industrial product to manufacture, in his view. Unlike the semiconductor industry's pursuit of Six Sigma (a defect rate of 2-3 parts per million), power batteries require an extremely strict yield rate of one in a billion (ppb), because a single vehicle involves thousands of battery cells and has zero tolerance for defects. Currently, AI has deeply penetrated the entire chain, including material research and development, process design, and lifecycle management. He emphasized that as cars become software platforms, the role of batteries has evolved from merely a power source to an "energy foundation." Traditional fuel vehicle batteries cannot support high-performance chips and vehicle systems' energy consumption; only high-performance batteries can support intelligent cockpits and autonomous driving. Furthermore, future cars will be key nodes in distributed energy storage networks, requiring software-driven intelligent scheduling of vehicle-grid interactions, which presents new reconstruction requirements for battery performance and management systems. (Wide-angle observation)
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