BYD took the ＂Eye of the Gods＂ to make a scene and drove the industrial chain into a key supplier ＂Little Partner＂ to actively follow up.
China Securities Network News () All models are equipped with "Eye of God" advanced intelligent driving, which is regarded as further expanding the competitive advantage. The reporter was informed that Geshi Automobile Research Institute has raised BYD’s sales forecast in 2025. At the same time, some brokers also believe that BYD is expected to start a new round of strong product cycle.
As a directly related field, the intelligent driving industry chain has recently performed well in stock prices. Sagitar Juchuang, Hesai Technology and other companies have disclosed the progress of cooperation with BYD in smart driving. If BYD can further develop with the strategy of standard smart driving, core suppliers such as Li Yuan Heng are also expected to catch the "express train".
Smart driving standard expands BYD’s advantages
A few days ago, BYD announced that all models will be equipped with the "Eye of the God" high-level intelligent driving, and all models above 100,000 yuan will be standard, and most models below 100,000 yuan will be equipped. The first batch of 21 models will be listed. In addition, BYD announced that the Xuanji architecture will be fully connected to DeepSeek to enhance AI capabilities.
In response to the above news, Goldman Sachs commented in its latest report that BYD has once again widened the technical gap with most automakers in the market and further enhanced its competitive advantage among peers through the large-scale introduction of autonomous driving function to mass-market models.
Wang Xianbin, vice president of Geshi Automobile Research Institute, told reporters that BYD has successfully attacked the entry-level models of joint venture brands through the strategy of "the same price of oil and electricity" and "electricity is lower than oil". A few days ago, BYD launched the strategy of high-end intelligent driving as standard, which is essentially "increasing the quantity without increasing the price" and expanding the price war from explicit to implicit.
The above-mentioned people further stated that even if we don’t talk about the technicality of the "Eye of the God" high-level intelligent driving, BYD has achieved the pattern of "no one has me" through the standard of the whole department, and further distanced itself from its competitors, especially for the joint venture entry-level models.
Guosheng Securities believes that BYD, as a leader in new energy sales, has obvious scale advantages and is expected to further reduce the cost of intelligent driving configuration. Under the background of technological innovation and cost advantage, the company is expected to start a new round of strong product cycle.
Wang Xianbin is also optimistic about the impact of smart driving standard on BYD’s sales. He said that based on BYD’s strong competitive advantage, Geshi Automobile Research Institute raised BYD’s sales forecast of new energy vehicles in 2025, with the main increase brought by entry-level models.
The intelligent driving industry chain has attracted much attention.
"In the past, we used the penetration rate of new energy vehicles to measure the speed of industry development. Starting this year, we should use high-level smart driving to promote the high-quality development of the industry. " In Wang Chuanfu’s view, 2025 will be the first year of intelligent driving for all. He said that buying a car to see smart driving in 2025 will become an indispensable configuration in the next two to three years. At that time, cars without safe smart driving will become a minority.
Robin Li, founder of Baidu, said at the World Governments Summit 2025 held in Dubai, United Arab Emirates that Robotaxi can greatly reduce the death rate of traffic accidents. Judging from the actual record of radish running, the accident rate is only 1/14 of that of human drivers. The equal rights of smart driving will set off the competition of comprehensive cost performance of mainstream products in China automobile market in 2025, and further lower the technical threshold of smart driving.
Guotai Junan Research Report shows that "Eye of the God" comes out and is optimistic about the industrial chain of intelligent driving lidar. It is understood that BYD’s "Eye of God" platforms A and B will be equipped with lidar. With "intellectual driving and equal rights" becoming an important trend in the development of the industry, the laser radar industry may usher in a new round of outbreak.
At the same time, the market expects that as the price of lidar continues to drop, more and more models with lower prices will come standard with lidar in the future.
The reporter learned that at present, the lidar carried by BYD’s medium and high-end smart driving scheme is mainly supplied by Hong Kong stock company Sagitar Juchuang, accounting for more than 80%, involving 11 models. In addition, BYD’s upcoming two new cars, Sea Lion 07EV Intelligent Driving Edition and Song LEV, are equipped with Sagitar Juchuang lidar.
According to the announcement of Wo Sai Technology on February 11th, the company will deepen its cooperation with BYD in intelligent driving, and will soon enter the stage of mass production. In 2025, BYD’s more than ten models will be equipped with Hesse lidar.
In terms of smart driving solutions, () on the interactive platform, the cooperation between the company and BYD includes the most cost-effective smart driving solutions, data compliance, high-precision positioning, car-level chips and many other fields. Among them, the smart driving solution has been mass-produced and shipped to a scale of 1 million units. According to the current fixed-point order statistics, it will accompany its domestic and foreign models to mass-produce and go to sea in the above-mentioned directions, and continue to help the industry’s high-level smart driving enter the era of equal rights.
It is worth noting that intelligent driving has other technical paths. For example, Tesla does not use any sensor except the camera, adopts a pure vision scheme, and relies on neural networks and algorithms to gradually transition from assisted driving to fully automatic driving, and finally to a completely unmanned stage.
Supplier "small partners" actively follow up.
In addition to the laser radar link that is most directly affected in the smart driving scheme, several BYD suppliers have updated their cooperation with BYD. Due to the optimistic sales expectation brought by BYD’s smart driving standard, the supplier "small partner" is expected to "catch up" with BYD’s rapid development.
The reporter learned from Li Yuan Heng that Li Yuan Heng has established a strategic cooperative relationship with BYD since 2014, and jointly signed a number of important agreements, such as Strategic Cooperation Agreement for Automation Equipment and Cooperation Agreement for Preferred Suppliers, and became its core supplier. Up to now, the company has provided BYD with high-end equipment or automated production lines in many fields, including power lithium batteries, consumer lithium batteries, intelligent storage and auto parts, and delivered them to 40 bases in 18 provinces in China and overseas bases in Brazil and Hungary.
In the recent interactive platform or investor relations activity record, many companies also responded to the cooperation with BYD.
"The company’s data cable products include 10 Gigabit Ethernet cables, coaxial cables and other products. In recent years, some of the company’s data cable products have been applied to various models of BYD. " () Said on the interactive platform.
Yu Taiwei said in the record of investor relations activities that in terms of vehicle data transmission, the company can choose to use 100 megabits or gigabit physical layer chip products according to the requirements of different intelligent driving systems for data volume and transmission speed, and it has been applied to BYD’s Looking Up and Tengshi series. At the same time, the company’s car Ethernet switch chip has also been jointly tested at the client, and it is expected to be sold to customers in complete sets with the car Ethernet physical layer chip in the future.
In addition, () on the interactive platform, BYD is currently supplied with color-changing skylight glass intelligent controllers and high-voltage electrical distribution modules, etc. In the future, the company will actively explore customers and products and obtain more new high-quality projects. (Li Zijian)