BYD's "Eye of the Gods" strategy: High end intelligent driving enters the 70000 level market

Starting from this year, BYD's first batch of 21 models will be fully equipped with the "Eye of the Gods" advanced intelligent driving system On February 10th, Wang Chuanfu officially announced at the BYD Intelligent Strategy Conference that he hopes to use BYD's "Eye of the Gods" system to enable everyone to enjoy advanced intelligent driving. This includes 100000 yuan new energy vehicles.

 

Starting from this year, BYD's first batch of 21 models will be fully equipped with the "Eye of the Gods" advanced intelligent driving system On February 10th, Wang Chuanfu officially announced at the BYD Intelligent Strategy Conference that he hopes to use BYD's "Eye of the Gods" system to enable everyone to enjoy advanced intelligent driving. This includes 100000 yuan new energy vehicles such as the Dynasty series (Qin, Song, Yuan), the Ocean series (Seal (parameters | inquiry), Sea Lion, Dolphin), etc.

 

In fact, as early as four days ago when the news was disclosed, the capital market had already shown great enthusiasm. On that day, BYD's stock surged to the limit up in the A-share market; In the Hong Kong stock market, BYD's stock has risen by over 9%, while BYD Electronics has surged by 17%. The soaring stock price reflects the optimistic attitude of the capital market towards BYD's future development.

 

In the past two years, BYD has seized market share by launching a price war. However, according to insiders, BYD will face significant public pressure if it increases its price competitiveness in the near future due to the "window guidance" from the regulatory authorities. So, at the beginning of 2025, BYD changed its strategy and implemented a "value competition" - popularizing intelligent driving systems on a large scale in its mainstream models, and adding them without increasing the price.

 

Industry insiders are surprised by BYD's rapid transformation. If BYD's self-developed intelligent driving solution can be delivered smoothly in the short term, it will be a sudden "lightning battle" that will catch many competitors off guard. Its impact is so profound that other car companies' intelligent driving teams have to follow suit and work overtime during the Spring Festival to catch up with the work.

 

Can BYD maintain its leading position in this "value competition" and promote the innovation of intelligent driving technology in the entire industry? What impact will BYD bring to the market in this intelligent racing race?

 

 

From 'Electrification Overlord' to 'Intelligent Leader'?

 

The market is quietly undergoing changes, as "equal pricing for oil and electricity" becomes a standard in the industry, and "technological equality" is becoming a promotional slogan for manufacturers. The increasing usage of Tesla FSD and the accelerated implementation of urban assisted driving by Chinese new energy brands indicate that intelligent driving technology, user acceptance, and business models are entering a triple turning point.

 

At the same time, advanced intelligent driving technology is no longer exclusive to high-end car models and is gradually penetrating into the lower tier market. Xiaopeng Motors MONA M03 is equipped with XNGP intelligent driving system with a starting price of less than 150000 yuan; Changan Automobile recently announced that it will equip 100000 level models with LiDAR starting from 2025, and will also launch the Avita 07pro+model in the near future, equipped with Huawei Qiankun intelligent driving system.

 

The advanced driving assistance function, which used to only appear in models priced at 250000 yuan and above, has gradually been reduced to the standard configuration of vehicles priced below 150000 yuan or even 100000 yuan. BYD has also sensed a crisis. As the new energy market becomes increasingly saturated, more high-end intelligent vehicles will be added to low-priced models in the future, which will undoubtedly move BYD's basic market.

 

Previously, BYD was considered too conservative in its level of intelligence by the industry, with low-end models typically only equipped with basic intelligent driving functions such as adaptive cruise control, lane centering, and automatic parking. This has kept BYD in the second and third tier of the industry in the field of intelligence, with a significant gap compared to its competitors.

 

At the beginning of 2025, BYD's narrative logic suddenly shifts: "intelligence" replaces "electrification" as the new keyword. Wang Chuanfu no longer adheres to the old saying that "autonomous driving is just a scam." He emphasized again at this press conference, "There may have been a misunderstanding in the past that BYD does not attach importance to intelligence. In fact, we are doing technology, and we have always been doing more but talking less. If the technology is not mature, we will not release it. Therefore, many technologies that we present will greatly exceed the expectations of many people

 

BYD has unveiled the "Eye of the Gods" advanced intelligent driving system, aiming to bring advanced intelligent driving into ordinary people's homes. In 2024, less than 10% of vehicles sold in China will have advanced intelligent driving, while 70% of Chinese car consumers will purchase cars for less than 200000 yuan. I believe that good technology should be accessible to everyone, and the popularization of intelligent driving must take care of everyone, "Wang Chuanfu said at the press conference.

 

 

Eye of the Heavenly God opens up 'equal rights for intelligent driving'

 

BYD's strategy in the field of intelligent driving is essentially no different from its strategy in other technological fields, both adopting a "market for technology" model. Through cooperation with intelligent driving suppliers, BYD quickly filled its own shortcomings in intelligent driving functions. After gradually mastering the technology, it will turn to comprehensive self-developed.

 

For example, the BYD Tengshi N7 is equipped with Momenta's end-to-end intelligent driving solution, while the Equation Leopard 8 uses Huawei's ADS 3.0 system. This cooperation model has shown results in a short period of time.

 

However, with the widespread application of intelligent driving functions, traditional car manufacturers have to make a trade-off between cost of scale and production speed. Choosing a cooperative supplier solution means that the enterprise needs to bear high platform development costs, vehicle adaptation costs, and software licensing fees for each vehicle. Taking high-speed navigation assisted driving (NOA) as an example, the software licensing fee for bicycles is about 1000 yuan, which is undoubtedly a significant expense for manufacturers with annual sales of millions.

 

People who know about BYD know that BYD's pursuit of vertical integration is ingrained in its bones. Basically, except for glass and rubber, BYD will try its best to develop everything else independently. The result is that "the prices of internal suppliers will make external suppliers uncomfortable, and if external suppliers take orders at this price, they are likely to lose money," said an insider from BYD.

 

In BYD's eyes, only by mastering core technologies can the gross profit of products related to these technologies be fully absorbed into their own system.

 

BYD's self-developed "Eye of the Gods" intelligent driving system is a manifestation of this concept. The system is based on multi-sensor fusion technology, combined with BYD's self-developed high computing power intelligent driving computing platform and end-to-end algorithm architecture, which can achieve highly integrated perception of various sensors in the entire vehicle.

BYD's pioneering distributed control algorithm layout greatly improves the response speed and driving experience of intelligent driving of the entire vehicle, achieving early recognition, rapid correction, and precise control before potential hazards occur.

 

 

As BYD Chairman Wang Chuanfu once said, "Vehicle intelligence is true intelligence." This technology architecture is based on the integration of vehicle intelligence and smart electronics, and through stronger hardware support and Xuanji architecture's vehicle fusion perception, it achieves the regulation of a superhuman safety net and promotes the widespread application of BAS 3.0 and superhuman driving assistance.

 

In fact, BYD's intelligent driving team has undergone multiple integrations in the past year and gradually increased its research and development efforts. At present, BYD's intelligent driving solutions are mainly divided into three types: Tianshen Eye C (DiPilot 100), Tianshen Eye B (DiPilot 300), and Tianshen Eye A (DiPilot 600), with computing power below 100Tops, 250Tops, and 500Tops respectively.

 

The 100 adopts a pure visual solution, without laser radar, consisting of 12 cameras, 5 millimeter wave radars, and 12 ultrasonic radars. It has a self-developed computing platform, with Nvidia Orin N as the main intelligent driving chip, and other features including Black Sesame and Horizon. It can achieve high-speed NOA, proxy parking, and other functions.

It is mainly installed in models priced between 100000 and 150000 yuan, and even models priced below 100000 yuan. This solution is also a key focus of BYD's self-developed delivery, such as the Song L DM-i Intelligent Driving Edition, the second-generation Qin PLUS DM-i Intelligent Driving Edition, the Sea Lion 06 DM-i Intelligent Driving Edition, and the 70000 yuan Seagull.

 

 

It is reported that self-developed algorithms are mainly used for high-volume vehicle models. For models with a tight market pace and immature self-developed algorithms, other lower priced algorithm suppliers may be sought as supplements. The algorithms for 300 and 600 computing power products currently mainly rely on external supplier Momenta.

 

300 consists of 1 laser radar, 13 cameras, 5 millimeter wave radars, and 12 ultrasonic radars. The computing platform is supplied by Momenta, and the intelligent driving chip adopts NVIDIA Orin X chip, which can achieve high-speed and urban NOA. It is mainly used for mid to high end models, such as the flagship model of Dynasty Ocean, Han DM-i intelligent driving version, Song L EV intelligent driving version, as well as mid to high end models such as Tengshi and Equation Leopard.

The 600 is based on Nvidia's dual Orin X chips, 3 laser radars, 5 millimeter wave radars, 12 ultrasonic radars, and 12 high-definition cameras. It focuses on urban area image free NOA (end-to-end large model+parking space to parking space) and is equipped on high-end models such as Look Up.

 

It is worth mentioning that Yang Dongsheng, the director of BYD Auto New Technology Research Institute, said during the Easter egg segment, "The Eye of Heaven C, which supports high-speed navigation, will also support urban memory navigation function in the future. This function is planned to be OTA pushed before the end of the year

 

 

Does' smart driving equality 'trigger ecological reconstruction?

 

BYD dares to lift the table, there is a lot of confidence behind it.

At the strategic level, Wang Chuanfu has stated plans to invest 100 billion yuan in a long-term, all-round layout of intelligent driving.

 

In terms of algorithms, as leading players in the industry gradually shift towards end-to-end+large model intelligent driving algorithms, newcomers can reduce the exploration time in the early stage. With the popularity of DeepSeek, R1 can be distilled into small models for autonomous driving vehicles to adapt to their needs, which will inevitably bring about a new revolution in intelligent driving. It can be said that BYD enjoys the advantage of being a latecomer.

 

BYD embraces DeepSeek, "Yang Dongsheng said when introducing the Eye of Heaven C solution." Based on cloud based VRM models, utilizing the powerful knowledge expression and reasoning capabilities of DeepSeek, it greatly improves the efficiency and quality of automated data generation, helping us quickly achieve 1:10000 data iterations and solve more conventional scenarios

 

 

At the level of computing power, according to insiders, BYD has established an advanced technology research center, and the computing power card forms a computing power platform through purchase and leasing. Currently, several P-level computing power have been purchased, and the plan is to reach E-level computing power by 2025 to meet the demand for data volume growth.

 

The competition of intelligent driving is ultimately data-driven. Although BYD lags behind new forces such as Huawei in algorithm and computing power, BYD is expected to achieve catch-up within 1-2 years by leveraging its scale to bring data accumulation capabilities. In Wang Chuanfu's original words, "If a car's data is like a drop of water, then BYD has a sea

 

2025 is the year for BYD's intelligent driving to climb hills. Previously, the proportion of products in the 100, 300, and 600 schemes was less than 5%, and by 2025, it will climb from less than 5% to 80%, covering 40-50% of the annual vehicle models throughout the entire climbing process. Based on a sales volume of 5 million units, it can sell approximately 2 to 2.5 million units.

 

According to insiders, "After stabilization, the 100 plan can account for about 60% -70%, the 300 plan can account for about 10%, and the 600 plan can account for about 10%." According to BYD's internal plan, all models will be switched within one and a half to two years.

BYD's aggressive strategy is triggering a chain reaction.

 

 

In the past, consumers believed that "smart driving is exclusive to new forces", while BYD redefined market perception through "technological equality". Once 100000 yuan car owners can also use the high-speed NOA, "cost-effective intelligent driving" will become BYD's new brand label, posing a direct threat to players who rely on intelligence.

 

Wang Chuanfu once said, "Every technological breakthrough of BYD was forced out." This time, it is not only the market that is forcing it, but also the era.

 

However, it should be noted that when the price war escalates into a "technological competition", if competitors are forced to follow the standard of smart driving, the R&D costs of the entire industry will sharply increase, and consumers' willingness to pay for smart driving has not yet formed a consensus, which may eventually evolve into a vicious cycle of "losing money and making noise".

It can be foreseen that the intelligent "BYD model" may make the Chinese car market in 2025 even more bloody and interesting