BYD WKN: A0M4W9 ISIN: CNE100000296 Kürzel: BY6 Forum: Aktien Thema: Hauptdiskussion

Positiv wird sich das mit Israel nicht auswirken, die Frage ist, ob negativ.

ADAS w/o Lidar? Comparing Lidar to front facing 4D radar Lidar has better much better horizontal angular resolution & full 360 deg coverage, but shorter range 1 Frontal + 4 side radars can achieve 360 deg coverage In 2022, 1/3 of BYD cars had 3R config 5R config more common now w/ N7, D9, N8, Han, Seal & Tang Based on N7 presentation, BYD believes HW NOA can be achieved w/ 5 MMWs, high resolution cameras, USS & 80 to 100 TOPS Remains to be seen if City NOA can be achieved w/o Lidar & its high angular resolution for those busy city streets. Altho, future innovation in radar tech & lower cost may allow so 1 frontal 4D + 4 side radar cost can be lowered to $300 by next yr, add in $600 for computation platform & ADAS chip, $300 for cameras & USS -> $1200 or 8500 RMB needed for HW NOA at least Adding in 1 Lidars + using Nvidia Orin-X ADAS chip & more power computation platform would probably raising ADAS package cost to 20k RMB My guess is 170-250k RMB cars can at most support HW NOA

BYD took the spotlight at Busworld 2023 in Brussels, Belgium. Two groundbreaking eBus innovations were unveiled, the BYD B12 eBus and the world-premiere BYD-UNVI DD13 double-decker coach. Let’s continue to redefine the future of eco-friendly transit.

Energy Storage Systems Market -Market Size in 2022: 429.9 Billion (USD) -Forecast Period 2023 to 2032 CAGR: 15.1% -2032 Value Projection: 1,729.8 Billion (USD) Asia Pacific energy storage systems market value is anticipated to surpass USD 900 billion by 2032, owing to the escalating power consumption in the region. As per statistics from the IEA, in 2021, electricity demand was set to grow by 8% in the APAC region.

Es geht um ess nicht um ev. https://cnevpost.com/2023/09/05/global-ev-battery-market-share-jan-jul/

https://carnewschina.com/2023/10/07/dolphin-leads-byds-export-for-three-consecutive-months/

https://carnewschina.com/2023/10/07/china-accounted-for-65-of-the-worlds-new-energy-vehicle-sales-in-august-2023/

Zusammen haben die beiden jetzt einen Marktanteil von ~30% vs 36% CATL ich finde das auch 🔨 🎉

~14% müsste LG haben wenn ich richtig recherchiert habe?

Was für einen Marktanteil hat LG am Gesamtmarkt? Weißt Du das?

https://carnewschina.com/2023/10/07/dolphin-leads-byds-export-for-three-consecutive-months/?fbclid=IwAR1ZatRtoYSkpxGegHEGEqKBGspVNWqEatwhr513snIXDZKAEVieUyhFMFk

Prominent and global renowned car designers that have joined Chinese automakers over the past decade+ (I'm sure there are more): Klaus Zyciora: global head of design at Chang'an (formerly design chief at Volkswagen Group) Stefan Sielaff: EVP of design of Geely Auto (former design chief at Bentley) Wolfgang Egger: global head of design at BYD (former design chief at Audi) The late Peter Horbury: EVP of design of Geely Auto (former design chief at Volvo Cars), later succeeded by Sielaff. It's safe to say Geely and BYD would not be where they are right now without Horbury and Egger purely from a design and styling perception point of view.

Interessanterweise ist die „Bande“ des Volkswagen-Konzerns Klaus, Wolfgang und Stefan mittlerweile Designchefs bei drei verschiedenen chinesischen Autoherstellern/Marken.

6.5B RMB BYD investment of auto parts in Dongguan has started production eet-china.com/mp/a256357.html Built 11 factories, 7 dorms & ancillary facilities Fudi will be producing motors, electronic controls, power supplies, engines, transmissions & axles Also doing R&D of powertrains

BYD opened up 1st store in Nagoya, Japan jnocnews.co.jp/news/show.aspx… Sojitz Auto Group is BYD's partner in Central Japan BYD has now opened up 12 stores in Japan w/ goals of 30 by EOY Toyota has 4900 stores & Honda has 2300 in its homeland For BYD to compete, it needs more stores Japan is a tough market for any foreign automaker When I talk abt export infrastructure, it's not just figuring out shipping & rail freight logistics, but also having enough local stores Not every country will be like Thailand & Brazil, just lining up for Chinese EVs.

Hier scheint es mehr um ESS zu gehen