オン・セミコンダクターとNIO、900V EV開発を加速

オン・セミコンダクター has expanded its long running collaboration with NIO. The focus now is on moving NIO’s next generation electric vehicles to a 900V architecture. This builds on earlier work between the two companies, but the scope is clearly getting bigger.

Until now, the partnership was centered around NIO’s 400V platform. That is changing. The next phase is about shifting to a higher voltage system. At the center of this move is ON Semiconductor’s EliteSiC enhanced M3e technology. This will be used in NIO’s upcoming vehicle lineup, including models expected to appear at the 2026 Beijing Motor Show.

The move to 900V is not just a spec upgrade. It is tied to how EV performance is evolving. Higher voltage systems allow better efficiency. Charging can be faster. Power delivery becomes more stable, especially under real driving conditions where load and speed keep changing.

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EliteSiC plays a technical role in making this possible. It improves switching performance and reduces energy loss during operation. It also maintains reliability, including the ability to handle short circuit conditions. These are not abstract gains. They show up in the vehicle. Less heat in the powertrain. Better range per charge. More consistent acceleration, even at higher speeds or under heavy load. Faster charging is another direct result, which reduces downtime.

What is changing in the partnership is not just the technology, but the level of involvement. Earlier, ON Semiconductor was mainly supplying components for NIO’s 400V systems. Now the relationship is moving closer to system level collaboration. EliteSiC is becoming a core part of how NIO designs its 900V platform. It is already being used in new models, including the ES9 SUV and other vehicles planned for 2026.

This also reflects a broader shift in the EV industry. Carmakers and semiconductor companies are working more closely than before. As vehicles become more complex and power demands increase, it is harder to treat components as isolated pieces. Integration matters more. Efficiency, performance, and scalability depend on how everything works together.

By working at this level, オン・セミコンダクター is helping NIO move faster on high voltage EV platforms while reducing development complexity. This kind of collaboration is likely to become more common as the industry continues pushing toward higher voltage systems and more advanced electric drivetrains.