Di Yi Cai Jing·2025-07-29 12:11Core Viewpoint - BYD is merging its cockpit and intelligent driving teams to address the trend of integrated cockpit and driving systems, highlighting its commitment to smart technology in the automotive sector [1][4]. Group 1: Internal Structure and Competition - The BYD New Technology Research Institute was established in 2017 to focus on cutting-edge technologies, including advanced driver assistance systems [3]. - The internal competition culture at BYD promotes rapid development in smart technology, with a "racehorse mechanism" that encourages teams to compete for the best technical solutions and user experiences [3][4]. - The merger of the cockpit and intelligent driving teams aims to enhance collaboration and accelerate the integration of hardware and software, transitioning from Ethernet to board/chip-level integration [4]. Group 2: Market Positioning and Strategy - BYD's research institute emphasizes competition with industry leaders like Tesla and Toyota, rather than just internal competition, to drive innovation and development [4]. - The focus is on achieving superior performance metrics and functionalities, with teams encouraged to pivot if initial efforts do not meet desired standards [4]. - Future plans for self-developed computing chips are not prioritized, as the company believes that data and algorithms will be more critical for competitive advantage in smart connected vehicles [5]. Group 3: Collaboration and Development - BYD will continue to collaborate with companies like NVIDIA and Horizon to optimize computing power deployment, focusing on "large model miniaturization" with a target of 500 TOPS computing power for BEV models [5]. - The organization structure of the New Technology Research Institute remains unchanged, with dual-mode technology and intelligent development departments working together [5].