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【联合发布】2025年8月OTA监测月报
乘联分会· 2025-09-23 08:39
Core Insights - The article discusses the significant growth in Over-The-Air (OTA) updates in the automotive industry, particularly highlighting the contributions from BYD and its sub-brands, which accounted for 54% of the total updates in August 2025 [4][13]. Industry Overview - In August 2025, the total number of updated features reached 1,403, a substantial increase from 1,031 in the previous month, marking the highest level since monitoring began [4]. - The increase in OTA updates is primarily driven by the BYD brand, focusing on "smart driving" and "vehicle-to-vehicle connectivity" [4]. New Forces - New force brands updated a total of 261 features in August 2025, a decrease from 382 in the previous month, indicating a shift in focus from new generation smart driving architectures to a more balanced distribution across smart driving and smart cabin modules [6]. Domestic Brands - Domestic brands collectively updated 1,079 features in August 2025, up from 631 in July, with a notable emphasis on smart driving capabilities, representing the highest proportion of smart driving upgrades in 25 years [13]. Joint Venture & Luxury Brands - Joint venture and luxury brands updated 63 features in August 2025, a significant increase from 18 in July, with seven brands participating in OTA updates, the highest number in a year. However, the updates were mostly routine, focusing on basic "ecosystem applications" and "system settings" [12]. OTA Iteration Speed - The article highlights the rapid iteration speed of OTA updates across various brands, showcasing the competitive landscape in the automotive sector [15]. OTA Operational Activities - Tengshi has initiated OTA experience camps for internal testing, with a stable incentive mechanism for participants, indicating a proactive approach to enhance user engagement and feedback [20][23]. - The company has also launched a long-term discussion topic on its app to encourage user interaction regarding OTA experiences, emphasizing the brand's commitment to innovation and customer satisfaction [25]. Upcoming OTA Updates - A detailed schedule of upcoming OTA updates for various brands and models is provided, indicating a robust pipeline of enhancements aimed at improving user experience and vehicle functionality [28][29]. User Feedback - User feedback from brands like Wei and Zeekr indicates mixed experiences with new features, particularly regarding the effectiveness of smart driving capabilities and the usability of new functions like memory parking and vehicle-to-vehicle navigation [31][33][42].
比亚迪杨冬生:向外部竞争,“没必要两个团队只干一件事”
第一财经· 2025-07-30 05:06
Core Viewpoint - BYD is significantly focusing on the development of intelligent driving technologies and has established a competitive internal culture to drive innovation and efficiency in its new technology research institute [2][4]. Group 1: Establishment and Purpose of the New Technology Research Institute - The New Technology Research Institute was established in 2017 to focus on systematic research and development, addressing previous limitations in team integration and focus [3]. - The institute promotes competition not only internally but also against industry leaders like Tesla and Toyota, aiming to enhance product performance and user experience [4]. Group 2: Internal Competition and Development Strategy - Internal competition is encouraged to ensure that projects meet high standards; if a team cannot achieve desired outcomes, another team is selected to continue the project [5]. - The integration of cockpit and intelligent driving teams is a response to the trend of combined functionalities, with a focus on hardware evolution and collaborative projects [5]. Group 3: Technological Focus and Future Plans - BYD is prioritizing data and algorithms over self-developed computing chips, collaborating with companies like NVIDIA and Horizon to optimize computing power [5]. - The company maintains a dual-mode technology and intelligent development structure within the New Technology Research Institute, ensuring a cohesive approach to innovation [6].
比亚迪杨冬生:向外部竞争,“没必要两个团队只干一件事”
Di Yi Cai Jing· 2025-07-29 12:11
Core 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].