The ONVO L90, launched two weeks ago, is currently tackling the dual challenges of ramping up deliveries while ensuring an optimal energy replenishment experience for users.
On August 14, ONVO CEO Shen Fei announced via Weibo that the company is intensifying efforts to scale production and delivery of its L90 electric vehicle (EV), while simultaneously deploying 85kWh battery packs across battery swap stations in key cities and transportation corridors nationwide to enhance energy replenishment efficiency.
Since its July 31 market debut, the ONVO L90 has garnered rapid traction with a starting price of RMB 265,800 ($36,600) and a standard 85kWh battery configuration. However, supply chain constraints have emerged as a critical challenge. Recent online rumors indicate delivery timelines for some customers have extended to two months due to insufficient 85kWh battery production capacity.
To address production bottlenecks, industry sources report ONVO will adopt a dual-source supply strategy in September, integrating CATL-manufactured 85kWh batteries alongside existing supplier CALB to alleviate current shortages.
This strategic move follows ONVO’s proactive deployment of 85kWh batteries at swap stations ahead of the L90’s official launch, ensuring seamless energy replenishment for new vehicle owners.
Shen emphasized that despite persistent 85kWh battery supply challenges, the company remains committed to expanding battery swap station reserves to balance delivery efficiency and user experience.
To mitigate short-term delivery pressures, ONVO introduced a 60kWh battery (BaaS) scheme on August 11—earlier than NIO’s initially projected timeline.
This initiative specifically targets Southern Chinese users who primarily rely on home charging for urban commuting, enabling faster vehicle handovers through “battery capacity downgrades.”
With CATL’s battery production lines set to commence operations in September, a fundamental breakthrough in the L90’s production capacity constraints is expected.
It is worth noting that ONVO previously faced significant order cancellations for its inaugural L60 model due to extended delivery timelines caused by battery supply shortages. This current production capacity battle will serve as a critical test of NIO’s brand ecosystem resilience and operational growth.
Preliminary sales data from August 1-10 shows cumulative L90 deliveries exceeding 4,000 units, with 2,093 deliveries in the past week alone.
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