BYD - Presselinks WKN: A0M4W9 ISIN: CNE100000296 Kürzel: BY6 Forum: Aktien User: Morpheus33

https://carnewschina.com/2024/02/12/byd-seal-will-land-in-the-indian-market-with-a-pre-order-price-of-about-60300-usd/

CATL, BYD, others unite in China for solid-state battery breakthrough BEIJING -- China's battery and car makers have united as part of a government-led drive to commercialize all solid-state batteries, challenging Japan and the West in an area of technology that could revolutionize the electric vehicle market. https://asia.nikkei.com/Business/Technology/CATL-BYD-others-unite-in-China-for-solid-state-battery-breakthrough#:~:text=BEIJING

https://carnewschina.com/2024/02/12/byds-yangwang-u9-dancing-car-to-launch-on-february-25-with-nearly-1300-hp/

BYD likely to land in Korea in Q3 It is preparing to launch at least 3 EVs, w/ 1 sedan type BYD has only been selling buses, light trucks in SK thus far PVs will encounter fierce competition from Hyundai & Kia in their home turf src https://ithome.com/0/750/091.htm

https://www.nytimes.com/2024/02/12/business/byd-china-electric-vehicle.html

https://twitter.com/_mm85/status/1756681741572411492?t=ECCoZ-ItZIUykxwMr7PO3Q&s=19

More on Yuan up youtu.be/0-lcpSjDUWU?si… 元up expected to be in Dolphin px range Comes w/ E 3.0 Apple/Android NFC CTB 12.8-inch display 8-inch W-HUD Hard to beat that level of infotainment Safety/torsional control/space saving w/ CTB NFC convenience BYD industrialized CTB, screen, HUB & NFC support to such a pt that even SUV @ 100k RMB can support them all Vertical integration & cost control @ its best This & Qin L will be huge volume drivers this yr Expect all new BEVs to come standard w/ these features

2023 Hybrid motors in China Looks to include non-plugin also Fudi motor captured 44% share followed by Toyota, SVolt, Honda & Geely BYD really dominates China's hybrid market W/ DM-i 5.0 this yr + DM-S & DM-O It will likely see even higher share As Toyota/Honda lose out

This is well shocking Peugeot 5008 price in Europe starts from €43,550 While now in China it cuts price down to 120,000 RMB (€15,000) Why? Bit background info: French cars market share in China is minimal, you barely see them on streets, but my family does have 2 French cars.

https://www.electrive.net/2024/02/10/borgwarner-baut-nfz-batteriesysteme-mit-byd-zellen/

Was für ein brutales Gerät 🤘

https://twitter.com/tphuang/status/1756361255030292693?t=q0J5tDFZQb0_eu9tpXQhaA&s=19 ❤️❤️❤️

Hong Kong BEV sales for January BYD was 2nd w/ 900 I'm surprised BYD isn't doing better here given HK's proximity to BYD HQ Maybe they need to launch more models src 源之头

https://twitter.com/CCL2K30/status/1756301840075899049?t=nPtGWqr_-k4J8AbVDBgstQ&s=19

BYD was #3 in BEV sales in Ireland in January Seal was #3 among BEV models BYD currently has 6 stores open in Ireland Song+ EV (Seal-U) will be launched soon here for Q2 delivery Seagull, Song+ DM-i & Yuan Up to be launched later src 源之头

China Auto Power chip module installation 2022 vs 2023 Infineon fell from 25 to 14.5% ST from 8.6 to 7.5% Onsemi from 5.9 to 3.2% Bosch, BorgWarner & Hitachi feel out of top 10 BYD grow from 22.9 to 28.9% New top 10 w/ UAES, Silan & SMEC Foreign chipmakers fell in absolute # aside from ST BYD basically supplies itself Outside of BYD, SMEC & Silan market share really swallowing up foreign chipmakers SMEC fab for others & also sell its own modules It's the major heavyweight in China's power chip industry It will likely be China's largest SiC producer this yr Significant investment in 2022 due to power chip shortage -> huge capacity increase in past yr No foreign chipmaker advantage in tech Chinese power modules are cheaper & sanction proof Unless Infineon & Onsemi start to fab in China, their share will drop further Keep in mind that what we see in SiC/IGBT right now will play out in more advanced auto chip market like SoC & MCUs going fwd For all the talks of Chinese mature chips flooding the market, it really is just abt supply chain security If we didn't have auto chip shortage in 2021/2022 & this huge NEV demand in China, we wouldn't have seen this huge surge in IGBT/SiC capacity