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比亚迪明确智能化发展路径:与电动化与深度融合 尚无自研智驾芯片计划
Xin Lang Cai Jing·2025-07-29 08:53

Core Viewpoint - BYD is focusing on the deep integration of electrification and intelligence in its development strategy, emphasizing the importance of safety and user experience in its technological advancements [1][2]. Group 1: Technological Development - BYD has implemented a large-scale OTA upgrade for its "Heavenly Eye" system and has made a commitment to cover all users in China for safety and loss in smart parking scenarios [1]. - The integration of electrification and intelligence is based on BYD Chairman Wang Chuanfu's statement about the transition from the first half of electrification to the second half of intelligence [1]. - The "Heavenly Eye" system utilizes a complete vehicle-level control system that connects sensors to actuators, reducing accident risks in extreme scenarios like tire blowouts and low-traction surfaces [1]. Group 2: Focus on Safety and Maturity - BYD prioritizes the maturity and profitability of its intelligent technologies, aiming to enhance vehicle safety and user experience through its VLA technology [2]. - New technologies must meet strict safety and humanization standards, surpassing previous generations and undergoing rigorous testing before mass production [2]. Group 3: Collaboration and Optimization - In the context of increasing industry focus on high computing power, BYD is optimizing algorithms rather than developing them in-house, collaborating with companies like NVIDIA and Horizon [2]. - The "Heavenly Eye" A platform is fully self-developed, while the B platform adopts an open cooperation model, allowing BYD to maintain control over vehicle definition and electronic architecture design [2]. Group 4: Market Impact and User Adoption - The number of "Heavenly Eye" assisted driving vehicles has exceeded 1 million, with an increase in automatic parking usage from 40% to over 60% due to a responsibility coverage mechanism that builds user trust [3].