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比亚迪天神之眼ADAS放眼全球市场革新
Counterpoint Research· 2025-04-09 13:01
| Specifications | God's Eye A (DiPilot 600) | God's Eye B (DiPilot 300) | God's Eye C (DiPilot 100) | | --- | --- | --- | --- | | Computing Power | 600 TOPS | 300 TOPS | 100 TOPS | | Number of LiDARs | 3 | 1 | | | Ultrasonic Radars | 12 | 12 | 12 | | Number of Cameras | 14 | 14 | 12 | | NOA Supported Areas | Highway & Cities | Highway & Cities | Highway | | Availability | Premium segment | Mid-tier segment | Entry & Budget segments | 数据来源:Counterpoint Research Note: NOA (Navigate on Autopilot) 比亚迪近日发布全新自动驾 ...
比亚迪天神之眼ADAS放眼全球市场革新
Counterpoint Research· 2025-04-09 13:01
Core Viewpoint - BYD has launched a new autonomous driving system called "God's Eye," which will be integrated into its entire range of vehicles, including its sub-brands like Tengshi, Fangchengbao, and Yangwang [2][4]. Group 1: Product Specifications - The "God's Eye" series includes three versions with varying specifications: - God's Eye A (DiPilot 600) offers 600 TOPS computing power, 3 LiDARs, 12 ultrasonic radars, and 14 cameras, targeting the premium segment [2]. - God's Eye B (DiPilot 300) provides 300 TOPS computing power, 1 LiDAR, 12 ultrasonic radars, and 14 cameras, aimed at the mid-tier segment [2]. - God's Eye C (DiPilot 100) features 100 TOPS computing power, no LiDAR, 12 ultrasonic radars, and 12 cameras, designed for entry and budget segments [2]. Group 2: Market Strategy - BYD plans to apply the God's Eye A system in high-end models like the Yangwang U9 to compete in the premium autonomous driving market [3]. - The God's Eye B system will be used in mid-range models, competing against brands like Leap Motor, Xiaomi, Huawei, Tesla, NIO, Xpeng, Li Auto, and Zhi Ji [3]. Group 3: Competitive Advantage - The integration of BYD's self-developed SoC chip with strategic partnerships with NVIDIA and Horizon Robotics creates a cost-effective ADAS solution, intensifying market competition, especially in China [4]. - The God's Eye C version is expected to disrupt the entry-level market, being offered for a starting price of 69,800 RMB (approximately 9,555 USD), significantly lower than previous models with L2 ADAS [5]. Group 4: Global Expansion Plans - Although primarily targeting the Chinese market, BYD aims to expand the "God's Eye" system to Southeast Asia, particularly Thailand, with plans for over 10% of sales to come from exports in 2024 [7]. - Collaborations with ride-hailing giant Grab in Southeast Asia may lead to the deployment of BYD's autonomous driving technology in ride-hailing services, enhancing BYD's market presence [7].