晚点Auto·2025-05-16 10:50Core Viewpoint - After more than two years of adjustments, BYD's intelligent business structure has entered a relatively stable phase, reflecting the company's strategic focus on intelligent driving and related technologies [2][3]. Group 1: Organizational Changes - Recent personnel changes at BYD's intelligent business unit highlight the company's strategic decisions and investments in intelligent driving, with key figures like Liao Jie and Tang Minxin leaving their positions [3][5]. - Liao Jie, who joined BYD in August 2023, was involved in the self-research of intelligent driving algorithms and has now returned to Horizon Robotics [3][5]. - The restructuring has led to a clearer division of responsibilities within the intelligent business unit, with a focus on integrating intelligent driving and cockpit functions under single management [6]. Group 2: Strategic Focus on Intelligent Driving - BYD has elevated intelligent driving to one of its core strategies, with significant investments and rapid recruitment aimed at catching up in the market [5][6]. - The company has formed two major self-research teams, "Tianxuan" and "Tianlang," which were later consolidated into a single team to streamline operations [5][6]. - The integration of intelligent driving and cockpit management is seen as a way to reduce costs and improve efficiency, aligning with the trend of combining these functionalities into a single computing chip [6]. Group 3: Technological Development and Market Position - BYD is focused on the self-research and mass production of the "Tianshen Zhi Yan B" platform, which aims to implement advanced driving features at a lower cost by replacing supplier solutions with in-house developments [6]. - The company has successfully validated this strategy with the "Tianshen Zhi Yan C" platform, demonstrating its capability to integrate advanced features into more affordable vehicle models [6]. - Unlike other emerging car manufacturers, BYD, as the world's top-selling new energy vehicle company, balances its desire for technological leadership with cost and return considerations, setting a sales target of 5.5 million vehicles for the year [6].