Just after the Spring Festival holiday, BYD began to "strengthen" its friends. On February 19th, BYD launched the glory version of Qin PLUS and destroyer 05, and set the starting price of the two models at 79,800 yuan. A week later, BYD Han and Tang glory models also came on the market. Among them, BYD Han DM-i glory version started at 169,800 yuan, Han EV glory version started at 179,800 yuan, Tang DM-i glory version started at 179,800 yuan, and there were also 2024 Han DM-p God of War versions with a price of 259,800 yuan. Obviously, for the whole automobile market, this price reduction is not only an operation of "lifting the table", but also a blow to all friends in the price range of 100,000-150,000 yuan.
According to the sales data in the first two weeks of March, BYD achieved 38,600 vehicles and 49,100 vehicles respectively. At the same time, thanks to the continuous expansion of the glory family, BYD’s sales in the second week (March 4-March 10) finally returned to more than 40,000 vehicles, which not only surpassed Volkswagen in sales, but also increased by more than 27% from last week. Analysis of the reasons: First, the price war effect of the core product line is remarkable. Up to now, BYD has launched more than 10 glory versions of new cars, from Qin PLUS glory version, Han EV glory version to Seagull glory version, etc., and the main models of BYD Dynasty series and Ocean series have basically completed the annual change.
Secondly, BYD used "all-category layout+energy revolution+cost control+intelligent upgrade" to fundamentally rob the user population of the joint venture brand. In the past, independent brands wanted to break through the blockade of joint venture brands on the mainstream household market, mostly relying on a single category to break through. The most common one was to make a "flat replacement" for CR-V or RAV4 models. However, with the continuous deepening of BYD’s "vehicle intelligence" strategy, the core advantages of its products no longer rely solely on price, but have achieved a comprehensive breakthrough in driving comfort, economy and intelligence, especially BYD, which has always been considered by the outside world as lacking intelligence. With the cooperation between the 2024 BYD Han EV Glory Edition and Horizon (equipped with Journey 5), BYD, a "top student", has opened the road of high-level intellectual driving.
Therefore, if BYD’s strategy of "electricity is lower than oil" only makes the joint venture car companies "complain repeatedly", then it is even more painful for friends that this top student whose annual sales just broke 3 million will continue to make progress in 2024.
There is no time to be quiet, and the intelligent track only has to be rolled up.
On the 2024 BYD Dream Day held on January 16th this year, Wang Chuanfu announced a new strategy for the intelligent development of enterprise cars — — The whole vehicle is intelligent, and it shows the intelligent strength and future strategic layout to the outside world.
Taking the automatic driving section as an example, BYD divides the existing DiPilot intelligent driving platform into two systems and multiple gears, among which the L2-oriented auxiliary driving system is uniformly named DiPilot 10 and 30 platforms, while the L2+-oriented high-order intelligent driving system is uniformly named DiPilot 100, 300 and 600, and the newly launched BYD Han EV Glory Edition Eye of God intelligent driving model is built based on DiPilot 100 platform.
According to official information, the glory version of Han EV with a price of 249,800 yuan is the first model of Yadi Dynasty equipped with the "Eye of the God" DiPilot 100 platform. Its hardware adopts a high-order intelligent driving special computing scheme from the horizon, with a computing power of 128TOPS. Based on the L2+ intelligent driving assistance function, it has upgraded the high-speed navigation NOA and AVP parking service functions of high-speed and urban expressways. It can also achieve driving tasks such as intersection traffic (straight, left turn, right turn, U-turn, etc.), traffic light traffic, overtaking, intelligent obstacle avoidance, merging, lane keeping, cruising driving, lane switching and pedestrian-non-motor vehicle courtesy in urban areas, and the intelligent driving strength has been improved obviously.
Wang Chuanfu believes that vehicle intelligence can solve two major pain points: First, at present, the industry equates automobile intelligence with intelligent cabin driving, which leads to the narrowing of the concept; Second, most systems of smart cars are purchased and assembled by different suppliers, which leads to the failure of linkage and integration between systems and the inability to truly meet the diverse needs of users.
Speaking of this, Journey 5 is also the first computing solution in the industry that integrates high-order automatic driving and intelligent interaction. It not only has a computing power of 100, but also has a computing performance of 1718FPS, a delay speed of 60 milliseconds, and a power consumption of 30 watts. From the book data evaluation, it has indeed achieved the characteristics of high computing power, high performance and low power consumption, and hand in hand with BYD Han EV Glory Edition with an annual sales volume of 220,000+. It will also promote NOA’s high-level intelligent driving function to continue to explore models below 250,000 yuan, especially in the face of the core demands of NOA’s "opening the city", "scale" and reducing costs and increasing efficiency in 2024, and the cooperation with Horizon will also help BYD to go more smoothly on the road of high-level intelligent driving.
Horizon makes BYD’s road to high-level intellectual driving smoother.
Why choose the horizon? From a macro perspective, Horizon is currently the largest intelligent driving computing solution provider in China, and it is also the first intelligent driving computing solution provider in the industry that can support L2~L4 full-scene intelligent driving pre-installation mass production. According to the latest Market Share List of NOA Calculation Scheme for Passenger Cars Front-mounted in China Market in 2023 released by the Institute of Intelligent Automobile of Hi-Tech, Horizon has become the head player after NVIDIA, accounting for 35.49% of the market, and NOA models equipped with Horizon calculation scheme are in the lead at present.
Obviously, from the perspective of industry status and mass production capacity, Horizon and BYD can be called "suitable".
Secondly, judging from the bottleneck of NOA track development, the breakthrough of NOA high-level intelligent driving needs to go through three hurdles, namely, cost hurdle, scale hurdle and daily hurdle; At the same time, for car companies, the demand for smart driving products is developing differently. The essence of volume value and volume price comes from the bottleneck of efficiency. The key to solving the problem lies in the reconstruction of the computing base, and all of this is to reduce costs and increase efficiency. The computing scheme based on unified hardware architecture, tool chain and software stack will be the ultimate answer.
The brand-new ecological model proposed by Horizon, which is soft and hard full-stack empowerment and cooperation between car companies, is in line with the intelligent demands of the current head car companies. First, Horizon is one of the few players in the industry who have the full-stack capability of software and hardware. In addition to launching Journey 5 and Journey 6 series for high-level intelligent driving, Horizon also has world-class algorithms and leading software technology stack, which realizes the rapid deployment of high-performance algorithms by combining the advantages of software and hardware of Horizon. Second, Horizon is committed to creating an "ARM+Android" model in the era of smart cars through various empowerment methods such as open software IP authorization and BPU IP authorization. Based on the technical scheme of "chip+tool chain+reference algorithm", it will build a software and hardware shelf for intelligent driving, which will help the development and landing of differentiated intelligent driving schemes between car companies and industrial chain partners.
It can be found that Horizon can not only provide a smart driving calculation scheme covering low, middle and high levels, but also provide a flexible and affordable smart driving scheme, which is just in line with "vehicles that need to travel" like BYD Tang, Song and Seal, and from the user’s point of view, in the future, high-speed pilot-assisted driving functions should also be standard for mid-to high-end brands.
Obviously, the urban NOA is much more complicated than the high-speed NOA, so it puts forward higher requirements for the ability of the intelligent driving system. At present, only a few car companies have this ability, and with the listing of BYD Han EV Glory Edition, it undoubtedly means that BYD’s "intelligent second half" has taken a step forward successfully, and the platform cooperation of the horizon will also help BYD speed up its intelligence. It is worth mentioning that BYD has officially announced that it will be the first batch of mass-produced intentional cooperative car companies of Horizon Journey 6 series. Based on the cooperation of Journey 6, the two parties will jointly open a new stage of the development of smart driving. (Text: Yang Xiaohong Figure: Horizon BYD)
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