乘联分会·2025-03-05 09:06Core Viewpoint - BYD has officially launched its "Universal Intelligent Driving" strategy, introducing the "Tianshen Eye" technology matrix across its entire vehicle lineup, aiming to cover mainstream price ranges from 70,000 to 200,000 yuan [1][10]. Group 1: Tianshen Eye Technology Matrix - The "Tianshen Eye" technology matrix consists of three versions: "A" for the Yangwang brand targeting high-end users, "B" for Tengshi and BYD's premium models balancing cost and performance, and "C" for BYD's mainstream models focusing on affordability [2]. - The Tianshen Eye C features advanced hardware and algorithms, including a front-facing three-camera system and end-to-end control algorithms, with plans for future upgrades via OTA to unlock additional functionalities [3]. Group 2: Background of Intelligent Strategy - BYD has been conservative in implementing intelligent driving features but has recently surpassed the industry average in equipping such technologies, with high-level intelligent driving functions increasingly appearing in mid-to-high-end models [4]. - The introduction of the Tianshen Eye system across 21 models aims to democratize high-level intelligent driving technology, making it accessible in vehicles priced below 100,000 yuan [5]. Group 3: Market Comparison and Challenges - Compared to new entrants like Hongmeng Zhixing and Weilai, BYD's Tianshen Eye C is positioned as a Pro version, while Tianshen Eye A is akin to a Max version, with Tianshen Eye B estimated to fall in between [6]. - The aggressive push for "intelligent driving equity" may face challenges from technological, consumer, and competitive market perspectives [7]. Group 4: Future Industry Trends - The year 2025 is anticipated to mark the beginning of a "Universal Intelligent Driving" era, with other brands like Changan and Geely also planning to launch intelligent driving models priced around 100,000 yuan, potentially leading to intensified price competition in the market [8][10]. - BYD's strategy of adding features without increasing prices is expected to compel other manufacturers to follow suit, which could create a new form of price war in the intelligent driving segment [10].