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

BYD ist eh nicht mehr aufzuhalten, nur noch eine Frage der Zeit bis sie die Nr.1 sind.

Die eu beschließt gerade Sonderzüge gegen China wegen Förderungen, die in China an alle Autobauer gingen, und dann macht man das selbe viel extremer? Unmöglich. Die Förderungen werden an alle gehen und teslas Verkaufszahlen schnellen in die Höhe. Wenn sie das machen sollten sie anfangen bevor byds Werk in Ungarn fertig ist. Denn Vw wird mal wieder nicht genug gute e Autos bauen.

Schon bekannt? https://www.autobild.de/artikel/toyota-bz3c-neues-elektroauto-fuer-china-26457481.html

https://www.derstandard.de/story/3000000237458/e-auto-von-byd-um-9000-euro-wird-topseller-in-china

Denke grundsätzlich auch so, aber immer öfter kommt es mir in den Sinn, dass es womöglich nur Wunschdenken ist, so manches spricht ja auch dafür 😢

https://youtu.be/k6KZfYVkyjs?si=PyMD_w8MgQ3dBY3F

Früher oder Später explodiert die Aktie, da beißt die Maus den Faden ab. Garantiert !!!! Muss man wie einen Sparvertrag sehen.

Warte mal ab, hab meine Position am oberen Kursbereich eröffnet. Das wird

Bei der Entwicklung von byd ist der Kurs ein Witz. Und sollte Trump Präsident werden dürfte es hier auch erstmal wieder bergab gehen. Es ist ein Trauerspiel mit chinesischen Werten. Komplett unterbewertet

Die BYD-Aktie befindet sich nun schon seit sechs Wochen im Aufschwung und notiert nur noch hauchdünn unter ihrem Jahreshoch. Werden diese Meldungen den chinesischen Autokonzern auf einen neuen Höchststand katapultieren? https://www.finanznachrichten.de/nachrichten-2024-09/63302228-byd-aktie-mit-tempo-zu-neuen-hochs-486.htm

Ceva kauft 4 ETH8 BYD Lkw https://www.cevalogistics.com/en/news-and-media/Newsroom/press-release/ceva-logistics-byd-showcase-european-ground-decarbonization-efforts-at-iaa-transportation-hannover

36% MA BYD https://cnevpost.com/2024/09/19/china-nev-retail-445000-sept-1-15-2024/ #läuft

Von TP's Subtrack kann ich wirklich jedem nur ans Herz legen, der Mann hat sehr viel Ahnung und bereitet es immer wieder sehr schön auf, anmeldung unter: https://tphuang.substack.com/subscribe?utm_medium=email&utm_source=post&utm_content=149034801&utm_campaign=email-checkout&next=https%3A%2F%2Ftphuang.substack.com%2Fp%2Fbyd-has-a-master-long-term-plan-in&r=165k2d

Horizon proudly announced itself as the largest supplier of ADAS chips to BYD and this is likely to expand further in the future. For now, BYD’s ADAS chip efforts are likely to first replace main AI chips used in cars that need 10 to 30 TOPS computation or for front view cameras that need 5 to 10 TOPS of BEV transformation. As I discussed here, if Axera can snag orders with an entry level AI chip like M55H, there is no reason BYD cannot design its own lower end AI chips to process Vision data and combine it with radar data. No need to rely on having 2 Journey 3 chips for those low end cars, when you can use 1 of your own chip. The fact that Journey 6 series’ entry level chip J6B did not have BYD as an initial customer tells me that BYD is moving away from Horizon for entry level stuff. All of this makes a lot of sense from the context of BYD as a large conglomerate. It likes to do everything in house. It is so large that it can scale up production and lower cost with just internal demand. It can have the cheapest Camera module, Lidar, CMOS chips, MMW Radar, Ultrasonic sensors, computation platform and AI chips because its subsidiaries don’t need to make high margins on BYD cars. As long as they contribute to an overall 20-25% gross margin for BYD auto division as a whole, their own margins don’t matter all that much. BYD is also supported by its own electronics subsidiary BYDE that does contracting working as one of world’s larges EMS. As such, they can assemble the computation platforms, the PCBs and all the modules more cheaply than any of BYD’s automotive competitors. The end result is that BYD will bring L2+ ADAS to the mass market at a lower price point than anyone else. While some have offered Vision only L2+ (like Mona M03) or Lidar supported L2+ ADAS (like Leapmotor C16), it remains unclear whether those can be done in a sustainable manner. If BYD offers a Vision only ADAS to something like Song+ EV or Lidar supported ADAS to something like Seal 06 EV, you know they are doing so at a price point that still generates good margins. That makes these development entirely sustainable. I feel like BYD is probably 3 years away from deploying ADAS everywhere and probably 5 years away from internalizing all the parts that go into its ADAS platform. But as we’ve seen in its EV development, all of these things will happen. And the large R&D team makes all of this possible.

It’s going through multiple different path in employing algos for its ADAS program. Aside from this JV with Momenta, it also recently announced cooperation with Huawei to using their ADS 3.0 for FangchengBao Bao-8 as well as some other mass market brand models. It will likely also seek for low cost and high value solutions with DJI Auto and others. Only the Denza and Yangwang brands will only be using self developed ADAS (likely in JV with Momenta) But ADAS as a whole goes beyond just the algo. BYD has a huge R&D team for ADAS because it started late and is behind Huawei. As such, it needs to pour in more resources to get better at everything. Another place where this is obvious is in the AI chip. BYD announced partnership with Horizon Robotics on Journey 5 series chips in 2023. However, it has also been expanding its chip design since 2022 with the goal of developing its own autonomous driving chips and possibly cockpit chips. As BYD showcased in May, it already has self developed 80% of the chips for cars. It’s certainly working on developing the remaining 20%, which also tend to be the hardest to get into. BYD has also announced using Nvidia Thor for future vehicles. This is likely for Yangwang series vehicles designed to support L4 or L5 ADAS in the future. Since Horizon has developed Journey 6 series of chips and announced BYD as the launch customer, it is likely that the majority of BYD models that support Lidar will be using J6P chips (~600 TOPS) going forward. The Vision only models will likely use either J5 or J6E/M variants (~100 TOPS).