Physix Frontier · News Briefing Card (IT Home · Sep 4, 2026)

Xiaomi Launches Dragon Armor Battery with CALB and Sunwoda

KEY FACTS

Xiaomi has unveiled its Dragon Armor battery, co-supplied by CALB and Sunwoda.
Xiaomi leads product definition, pack design, and end-to-end quality control.
The dual-supplier strategy aims to ensure production resilience and stable vehicle deliveries.
Both battery manufacturers possess top-tier R&D capabilities that complement Xiaomi's strengths.

PHYSIX OBSERVATION

Xiaomi’s shift from simple procurement to deep customization with a dual-supplier model reflects the anxiety among EV newcomers regarding supply chain control. Partnering with leading battery makers serves not only as technical validation but also as insurance against delivery collapses during production ramp-ups. This 'strong control plus redundancy' approach is becoming standard for automakers navigating volatile markets, signaling a redistribution of power from traditional Tier-1 suppliers back to OEMs.

Source: IT Home report