most BYD vehicles come with DiLink-150 now, which is actually leading for NEV industry.
New Energy Vehicles (NEVs) in China
- Thread starter supercat
- Start date
Well, I'm not sure Canada is a great example. I often thought of the country as an appendage to the US, even more so than Europe. What is clear is that legacy Western automakers are facing a crossroads.
The detroit legacy automakers seem to be content with just going for petrolcars and lobbying the US govt to prevent any Chinese competition. Europe's approach is better, although I would have preferred no tariffs at all.
I still think some legacy OEMs will make it. Toyota seems to be doing best of them all. VW actually does ok in terms of sales but their profits are collapsing. Tesla seems to have just given up and instead is starting to focus on robotics.
The one company I keep an eye on is Togg. Which is Turkey's attempt at creating an EV "national champion". They have a JV with a Chinese company which supplies them the batteries. Will be interesting if something comes out of it. Outside of Tesla and the Chinese EV start-ups, I have seen very few real attempts at creating new companies.
I guess VinFast is still alive? I haven't tracked them for some time now.
In Vietnam. Yeah definitely alive as it should be. It top selling brand. Look like is star align moment for Vinfast. Get most charge infrastructure across country, the product is decent (but their electric bike still toy like if you look closer), get massive policies boost from top. The most important is it succeeded make government bet on EV look like genius move. So unless VCP get throw then Vinfast will stay for foreseeable future.
From What I have heard/res, vinfast group has huge debts issues and their cars are not really competitive globally despite that they have the backing of local authorities and Vietnamese government which keeps them afloat with billions capital inflows and cheap/easy credits but it’s not sustainable. I’m afraid if things continue like that they will face huge financial issues and even bankruptcy this coming years .
It will have huge consequences for Vietnam since they are big enough (especially the parent company vingroup ) to affect the country’s entire economy .
it could be similar to evergrandes default in China, but only that China is too big to have its economy derailed by a company defaults (albeit a huge company)
For most models, the DiLink-150 requires an additional 10,000 RMB to add the autonomous driving hardware package. Furthermore, on this year’s new models, the infotainment system comes with only 8GB of RAM and 64GB of storage after adding the package, and the system itself takes up 30GB of that space. This storage capacity is pitifully small, and infotainment apps can only be installed within the remaining 30GB.
As the OP points out, the slump in BYD’s sales isn't just because of the competition. It is more about how they have cluttered their own lineup to the point that it is now backfiring. With so many overlapping models, customers are getting confused and demand is being spread too thin, which ultimately dilutes the impact of their flagship cars. It has also become a massive burden for dealers who have to manage excessive inventory and explain minor differences that don't really matter to the average buyer.
The real issue is that BYD is essentially tripping over its own feet by making things unnecessarily complicated. To turn this around, they need to trim the fat and focus on their core models. Clearing out that noise is the only way to help customers make faster decisions and give the sales network the breathing room it needs to perform.
The real issue is that BYD is essentially tripping over its own feet by making things unnecessarily complicated. To turn this around, they need to trim the fat and focus on their core models. Clearing out that noise is the only way to help customers make faster decisions and give the sales network the breathing room it needs to perform.
DiLink and DiPilot are different things.
The core of DiLink-150 is BYD-9000 SoC which uses LPDDR5X DRAMs and 165k DMIPS computations & ~20TOPS of NPU.
In order to add Lidar, you will like need DiPilot-300, which comes with ADAS chips and allows supporting City NOA. Without it, you get DiPilot-100, which comes with Highway NOA and 100 TOPS computation.
It is funny to always see random people online who aren't in the Chinese EV industry come up with conclusive answers on why xyz doesn't sell well and are so confident about it.
Why don't you go talk to Stella and Wang and teach them how to run our company?