BYD電動化、網路化、智慧化、共享化佈局及策略分析（2023-2024年）

考察：BYD將部署車載無人機，自動駕駛充電機器人市場可望蓬勃發展。

BYD和Dongfeng M-Hero將跨國部署無人機。

近年來，隨著車輛智慧化和民用無人機技術和法規的成熟，越來越多的主機廠提及無人機。他們透過與無人機公司的跨界合作來進行佈局。近年來，BYD、Tesla、Dongfeng等都相繼發布了基於量產車型的無人機解決方案。

2024年1月，BYD與DJI宣布合作無人機解決方案，並計畫投資50億元人民幣，將在未來幾年內分階段實施。第一個安裝的機型是Yangwang U8 Player Edition。導航系統、感測器技術和智慧控制演算法使這款無人機能夠實現自動起降、自動巡航控制、智慧避障等功能。

BYD和DJI共同開發的專用無人機模組在車頂提供了一個著陸平台。在這裡，無人機可以飛行、偵測路線，也可以成為越野車的伴侶，隨時查看路況。恢復時，打開屋頂上的無人機機庫即可露出機場。回收裝置透過機械結構固定無人機並更換電池，使無人機能夠連續使用。

Yangwang U8 Player Edition將配備此無人機系統，並將配備三個備用電池、車載視訊監視器以及用於在車外為無人機電池充電的機庫。該系統由機庫組件、無人機、電池、遙感模組、遙控手柄和車輛飛行控制應用程式組成。具有一鍵起飛、智慧跟隨、一鍵拍攝、一鍵降落等多功能。

起飛後，無人機將自動鎖定車輛並進入智慧追蹤狀態，最大追蹤速度為50km/h，並且還具有自動全向避障功能。拍攝模式方面，配備了冒險、輕量、史詩三種相機操作模板。

2023年8月，Dongfeng M-Hero宣布與GDU Technology合作推出無人機解決方案。 M-Hero 917配備Oriental Hawkeye無人機系統。憑藉紅外線和可見光雙通道以及道路監測能力，GDU科技的S400無人機可以測量道路地形、坡度、角度等環境資訊。支援同步智慧路徑規劃，承載能力3kg。

本報告提供了BYD的研究和分析，並提供了該公司在電動化、網聯化、智慧化和共享化方面的產品和策略資訊。

目錄

第1章 BYD汽車平台

第2章 BYD的 EEA

第3章 BYD電動化佈局

第4章 BYD底盤佈局

第5章 BYD智慧駕駛系統

第6章 BYD智慧座艙及車聯網

第7章 BYD娛樂舒適系統

第8章 BYD主要車款及供應商

第9章 BYD其他業務及海外佈局

Insight: BYD deploys vehicle-mounted drones, and the autonomous driving charging robot market is expected to boom.

BYD and Dongfeng M-Hero make cross-border layout of drones.

In recent years, as vehicle intelligence and civilian drone technology and regulations became mature, drones have also been mentioned by ever more OEMs. They have made the layout by way of cross-border cooperation with drone companies. Recently, BYD, Tesla and Dongfeng among others have announced their drone solutions based on their production models.

In January 2024, BYD and DJI announced a cooperative drone solution and a plan of investing RMB5 billion, which will be implemented in phases in the years to come. The first model to be equipped is Yangwang U8 Player Edition. With the navigation system, sensor technology and intelligent control algorithms, the drone enables such functions as autonomous takeoff and landing, automatic cruise control, and intelligent obstacle avoidance.

The exclusive drone module co-developed by BYD and DJI provides a landing platform on the vehicle roof. The drone can be flown here to detect routes, and can also become a companion of off-road vehicles to check road conditions at any time. During recovery, the drone hangar on the roof is opened to reveal the landing platform. The recovery device will fix the drone, and also replace its battery through the mechanical structure to achieve continuous use of the drone.

Yangwang U8 Player Edition will be equipped with this drone system, with 3 backup batteries, in-car video monitoring and a hangar for charging the drone battery outside the car. This system consists of hangar assembly, drone, battery, remote sensing module, remote control handle, and vehicle flight control APP. It has multiple functions such as one-button takeoff, intelligent follow, one-button photography, and one-button landing.

After taking off, the drone will automatically lock the vehicle and enter the intelligent following state, with a maximum following speed of 50km/h, and also has automatic omnidirectional obstacle avoidance function. As for the photography mode, it carries three camera movement templates: adventure, lightness, and epic.

In August 2023, Dongfeng M-Hero announced a drone solution in cooperation with GDU Technology. M-Hero 917 is equipped with Oriental Hawkeye drone system. With dual infrared and visible light channels and the road monitoring function, GDU Technology's S400 drone can survey environmental information such as road terrain, slope and angle. It supports synchronous intelligent path planning, and has a mounting capacity of 3 kg.

Table of Contents

1. BYD's Automotive Platforms

• 1.1 New Energy Modular Platform Planning
• 1.2 Modular Platform - Development History of Major Technologies
• 1.3 Modular Platform - BYD New Architecture (BNA)
• 1.4 Modular Platform - e4 Technology Platform
• 1.6 Electric Technology Platform - e Platform (1)
• 1.6 Electric Technology Platform - e Platform (2)
• 1.6 Electric Technology Platform - e Platform (3)
• 1.6 Electric Technology Platform - e Platform (4)
• 1.6 e Platform 3.0
• 1.7 Software Platform for e Platform 3.0 - BYD OS
• 1.8 BYD OS Realizes Decoupling of Hardware and Software
• 1.9 Data Closed-Loop System Construction
• 1.10 Big Data Accumulation
• 1.11 Data-Driven Foundation Model R&D Route
• 1.12 Next Step: Full-process Data-Driven Foundation Model

2. BYD's EEA

• 2.1 EEA Evolution Route
• 2.2 3.0 EEA: e Platform 3.0 - System Design
• 2.3 3.0 EEA: e Platform 3.0 - Multi-Domain Computing Ideas
• 2.4 3.0 EEA: e Platform 3.0 - Integrated Left and Right Body Controllers
• 2.5 3.0 EEA: e Platform 3.0 - Intelligent Power Domain (1)
• 2.6 3.0 EEA: e Platform 3.0 - Intelligent Power Domain (2)
• 2.7 4.0 EEA: Xuanji Architecture
• 2.8 4.0 EEA: Xuanji Architecture - One Brain, Two Ends
• 2.9 4.0 EEA: Xuanji Architecture - Three Networks
• 2.10 4.0 EEA: Xuanji Architecture - Four Chains
• 2.11 4.0 EEA: Xuanji Architecture - Vehicle Intelligence
• 2.12 4.0 EEA: Xuanji Architecture - Dual Gigabit Ethernet Ring Communication Networks
• 2.13 4.0 EEA: Xuanji Architecture - Security Redundancy and Perception Protection

3. BYD's Electrification Layout

• 3.1 Development of Battery Technology
• 3.2 CTP Product: Blade Battery
• 3.3 Cell To Body (CTB) Technology
• 3.4 Features of CTB Technology
• 3.5 Vehicle Models with CTB Technology
• 3.6 Cell To Chassis (CTC) Technology
• 3.7 Subsidiary: FinDreams Battery
• 3.8 Battery Capacity Planning
• 3.9 Eight-in-one Powertrain
• 3.10 Eight-in-one Powertrain Dismantling
• 3.11 Self-developed Power Domain Controller
• 3.12 Power Domain Controller: Integration of Drive, Brake and Steering Functions
• 3.13 Intelligent Power Domain: Intelligent Control and Intelligent Customization
• 3.14 Intelligent Power Domain: Intelligent Monitoring and Challenges
• 3.15 Power Domain Controller of BYD Dolphin
• 3.16 Introduction to Thermal Management for New Energy Vehicles
• 3.17 Development Stages of Automotive Thermal Management System
• 3.18 Electrification Platform - Charging Facility Development
• 3.19 Electrification Platform - 800V High Voltage Flash Charging Technology
• 3.20 Electrification Platform - Denza D9's Dual Charging Technology

4. BYD's Chassis Layout

• 4.1 Wholly-owned Subsidiary - FinDreams Powertrain
• 4.2 Self-development History of Braking Products
• 4.3 Self-developed Brake-by-wire Products
• 4.4 Intelligent Chassis Fusion Control (1)
• 4.5 Intelligent Chassis Fusion Control (2)
• 4.6 Intelligent Chassis Fusion Control (3)
• 4.7 Intelligent Chassis Fusion Control (4)
• 4.8 DiSus Intelligent Computing Control Center
• 4.9 DiSus Technology Matrix (C/A/P/X)
• 4.10 DiSus-C (First Available to Han EV models)
• 4.11 Upgrade DiSus-C: Intelligent Damping Body Control System
• 4.12 DiSus-A
• 4.13 DiSus-P
• 4.14 DiSus-P: Chassis Parts
• 4.15 DiSus-P: Chassis Performance
• 4.16 DiSus-X
• 4.17 e4 Technology Platform

5. BYD's Intelligent Driving System

• 5.1 ADAS Development History
• 5.2 Overall ADAS Layout
• 5.3 ADAS Team
• 5.4 ADAS Development Route
• 5.5 ADAS: DiPilot
• 5.6 High-level ADAS: Eyes of God
• 5.7 ADAS: All-scenario Parking
• 5.8 Typical ADAS-enabled Models
• 5.9 Chip Layout
• 5.10 ADAS Hardware Layout: Domain Controller
• 5.11 ADAS Software Layout
• 5.12 ADAS Algorithm Layout: Data Driven
• 5.13 ADAS Algorithm Layout: Perception Algorithm
• 5.14 ADAS Algorithm Layout: Planning & Decision Algorithms
• 5.15 Autonomous Driving Test
• 5.16 ADAS Cooperation Ecosystem Layout

6 BYD's Intelligent Cockpit and Telematics

• 6.1 Intelligent Cockpit Development
• 6.2 DiLink Intelligent Cockpit 2024 Platform and Name
• 6.3 Introduction of DiLink
• 6.4 Development History of Telematics Systems (1)
• 6.4 Development History of Telematics Systems (2)
• 6.5 Installations and Installation Rate of Telematics System
• 6.6 DiLink System Function Iteration
• 6.7 Functions of DiLink 4.0 System
• 6.8 Models with DiLink 4.0 (1)
• 6.9 Models with DiLink 5.0 (2)
• 6.10 Cockpit Software Architecture
• 6.11 Cockpit Chip Configuration of Major Models
• 6.12 Intelligent Cockpit Ecosystem
• 6.13 Dynamics in Telematics Services

7. BYD's Entertainment and Comfort Systems

• 7.1 Greening System
• 7.2 Fragrance System
• 7.3 Intelligent Entry System (Digital Key, Biometrics)
• 7.4 All-scenario Intelligent Voice & Xuanji AI Foundation Model
• 7.5 Decoupling Game Vehicle
• 7.6 Vehicle-mounted Drone
• 7.7 Automotive APP
• 7.8 Cockpit Entertainment Ecosystem

8. BYD's Major Models and Suppliers

• 8.1 Passenger Car Brand Layout
• 8.2 Sales Volume
• 8.3 R&D Centers
• 8.4 Technology Planning (1)
• 8.4 Technology Planning (2)
• 8.4 Technology Planning (3)
• 8.4 Technology Planning (4)
• 8.5 Sales of BYD (Dynasty & Ocean) Brand Models
• 8.6 Positioning of BYD (Dynasty & Ocean) Brand Models and Production Plants
• 8.7 Typical BYD Brand Models (1)
• 8.8 Typical BYD Brand Models (2)
• 8.9 Denza Brand Model Planning
• 8.10 Typical Denza Brand Models (1)
• 8.10 Typical Denza Brand Models (2)
• 8.11 Yangwang Brand Model Planning
• 8.12 Fangchengbao Brand Model Planning
• 8.13 Parts Suppliers of Song L (Part)
• 8.14 Parts Suppliers of Yangwang (Part)
• 8.15 Parts Suppliers of Han (Part)

9. BYD's Other Businesses and Overseas Layout

• 9.1 Overseas Development History
• 9.2 Overseas Plant Layout (1)
• 9.3 Overseas Plant Layout (2)
• 9.4 Overseas Channel Construction
• 9.5 Overseas Strategy
• 9.6 Overseas Sales
• 9.7 Overseas Flagship Model Layout
• 9.8 Vehicle-mounted Drone Hanger