BYD电动化、网路化、智慧化、共享化布局及策略分析（2023-2024年）

考察：BYD将部署车载无人机，自动驾驶充电机器人市场可望蓬勃发展。

BYD和Dongfeng M-Hero将跨国部署无人机。

近年来，随着车辆智慧化和民用无人机技术和法规的成熟，越来越多的主机厂提及无人机。他们透过与无人机公司的跨界合作来进行布局。近年来，BYD、Tesla、Dongfeng等都相继发布了基于量产车型的无人机解决方案。

2024年1月，BYD与DJI宣布合作无人机解决方案，并计画投资50亿元人民币，将在未来几年内分阶段实施。第一个安装的机型是Yangwang U8 Player Edition。导航系统、感测器技术和智慧控制演算法使这款无人机能够实现自动起降、自动巡航控制、智慧避障等功能。

BYD和DJI共同开发的专用无人机模组在车顶提供了一个着陆平台。在这里，无人机可以飞行、侦测路线，也可以成为越野车的伴侣，随时查看路况。恢復时，打开屋顶上的无人机机库即可露出机场。回收装置透过机械结构固定无人机并更换电池，使无人机能够连续使用。

Yangwang U8 Player Edition将配备此无人机系统，并将配备三个备用电池、车载视讯监视器以及用于在车外为无人机电池充电的机库。该系统由机库组件、无人机、电池、遥感模组、遥控手柄和车辆飞行控制应用程式组成。具有一键起飞、智慧跟随、一键拍摄、一键降落等多功能。

起飞后，无人机将自动锁定车辆并进入智慧追踪状态，最大追踪速度为50km/h，并且还具有自动全向避障功能。拍摄模式方面，配备了冒险、轻量、史诗三种相机操作模板。

2023年8月，Dongfeng M-Hero宣布与GDU Technology合作推出无人机解决方案。 M-Hero 917配备Oriental Hawkeye无人机系统。凭藉红外线和可见光双通道以及道路监测能力，GDU科技的S400无人机可以测量道路地形、坡度、角度等环境资讯。支援同步智慧路径规划，承载能力3kg。

本报告提供了BYD的研究和分析，并提供了该公司在电动化、网联化、智慧化和共享化方面的产品和策略资讯。

目录

第1章 BYD汽车平台

第2章 BYD的 EEA

第3章 BYD电动化布局

第4章 BYD底盘布局

第5章 BYD智慧驾驶系统

第6章 BYD智慧座舱及车联网

第7章 BYD娱乐舒适系统

第8章 BYD主要车款及供应商

第9章 BYD其他业务及海外布局

Insight: BYD deploys vehicle-mounted drones, and the autonomous driving charging robot market is expected to boom.

BYD and Dongfeng M-Hero make cross-border layout of drones.

In recent years, as vehicle intelligence and civilian drone technology and regulations became mature, drones have also been mentioned by ever more OEMs. They have made the layout by way of cross-border cooperation with drone companies. Recently, BYD, Tesla and Dongfeng among others have announced their drone solutions based on their production models.

In January 2024, BYD and DJI announced a cooperative drone solution and a plan of investing RMB5 billion, which will be implemented in phases in the years to come. The first model to be equipped is Yangwang U8 Player Edition. With the navigation system, sensor technology and intelligent control algorithms, the drone enables such functions as autonomous takeoff and landing, automatic cruise control, and intelligent obstacle avoidance.

The exclusive drone module co-developed by BYD and DJI provides a landing platform on the vehicle roof. The drone can be flown here to detect routes, and can also become a companion of off-road vehicles to check road conditions at any time. During recovery, the drone hangar on the roof is opened to reveal the landing platform. The recovery device will fix the drone, and also replace its battery through the mechanical structure to achieve continuous use of the drone.

Yangwang U8 Player Edition will be equipped with this drone system, with 3 backup batteries, in-car video monitoring and a hangar for charging the drone battery outside the car. This system consists of hangar assembly, drone, battery, remote sensing module, remote control handle, and vehicle flight control APP. It has multiple functions such as one-button takeoff, intelligent follow, one-button photography, and one-button landing.

After taking off, the drone will automatically lock the vehicle and enter the intelligent following state, with a maximum following speed of 50km/h, and also has automatic omnidirectional obstacle avoidance function. As for the photography mode, it carries three camera movement templates: adventure, lightness, and epic.

In August 2023, Dongfeng M-Hero announced a drone solution in cooperation with GDU Technology. M-Hero 917 is equipped with Oriental Hawkeye drone system. With dual infrared and visible light channels and the road monitoring function, GDU Technology's S400 drone can survey environmental information such as road terrain, slope and angle. It supports synchronous intelligent path planning, and has a mounting capacity of 3 kg.

Table of Contents

1. BYD's Automotive Platforms

• 1.1 New Energy Modular Platform Planning
• 1.2 Modular Platform - Development History of Major Technologies
• 1.3 Modular Platform - BYD New Architecture (BNA)
• 1.4 Modular Platform - e4 Technology Platform
• 1.6 Electric Technology Platform - e Platform (1)
• 1.6 Electric Technology Platform - e Platform (2)
• 1.6 Electric Technology Platform - e Platform (3)
• 1.6 Electric Technology Platform - e Platform (4)
• 1.6 e Platform 3.0
• 1.7 Software Platform for e Platform 3.0 - BYD OS
• 1.8 BYD OS Realizes Decoupling of Hardware and Software
• 1.9 Data Closed-Loop System Construction
• 1.10 Big Data Accumulation
• 1.11 Data-Driven Foundation Model R&D Route
• 1.12 Next Step: Full-process Data-Driven Foundation Model

2. BYD's EEA

• 2.1 EEA Evolution Route
• 2.2 3.0 EEA: e Platform 3.0 - System Design
• 2.3 3.0 EEA: e Platform 3.0 - Multi-Domain Computing Ideas
• 2.4 3.0 EEA: e Platform 3.0 - Integrated Left and Right Body Controllers
• 2.5 3.0 EEA: e Platform 3.0 - Intelligent Power Domain (1)
• 2.6 3.0 EEA: e Platform 3.0 - Intelligent Power Domain (2)
• 2.7 4.0 EEA: Xuanji Architecture
• 2.8 4.0 EEA: Xuanji Architecture - One Brain, Two Ends
• 2.9 4.0 EEA: Xuanji Architecture - Three Networks
• 2.10 4.0 EEA: Xuanji Architecture - Four Chains
• 2.11 4.0 EEA: Xuanji Architecture - Vehicle Intelligence
• 2.12 4.0 EEA: Xuanji Architecture - Dual Gigabit Ethernet Ring Communication Networks
• 2.13 4.0 EEA: Xuanji Architecture - Security Redundancy and Perception Protection

3. BYD's Electrification Layout

• 3.1 Development of Battery Technology
• 3.2 CTP Product: Blade Battery
• 3.3 Cell To Body (CTB) Technology
• 3.4 Features of CTB Technology
• 3.5 Vehicle Models with CTB Technology
• 3.6 Cell To Chassis (CTC) Technology
• 3.7 Subsidiary: FinDreams Battery
• 3.8 Battery Capacity Planning
• 3.9 Eight-in-one Powertrain
• 3.10 Eight-in-one Powertrain Dismantling
• 3.11 Self-developed Power Domain Controller
• 3.12 Power Domain Controller: Integration of Drive, Brake and Steering Functions
• 3.13 Intelligent Power Domain: Intelligent Control and Intelligent Customization
• 3.14 Intelligent Power Domain: Intelligent Monitoring and Challenges
• 3.15 Power Domain Controller of BYD Dolphin
• 3.16 Introduction to Thermal Management for New Energy Vehicles
• 3.17 Development Stages of Automotive Thermal Management System
• 3.18 Electrification Platform - Charging Facility Development
• 3.19 Electrification Platform - 800V High Voltage Flash Charging Technology
• 3.20 Electrification Platform - Denza D9's Dual Charging Technology

4. BYD's Chassis Layout

• 4.1 Wholly-owned Subsidiary - FinDreams Powertrain
• 4.2 Self-development History of Braking Products
• 4.3 Self-developed Brake-by-wire Products
• 4.4 Intelligent Chassis Fusion Control (1)
• 4.5 Intelligent Chassis Fusion Control (2)
• 4.6 Intelligent Chassis Fusion Control (3)
• 4.7 Intelligent Chassis Fusion Control (4)
• 4.8 DiSus Intelligent Computing Control Center
• 4.9 DiSus Technology Matrix (C/A/P/X)
• 4.10 DiSus-C (First Available to Han EV models)
• 4.11 Upgrade DiSus-C: Intelligent Damping Body Control System
• 4.12 DiSus-A
• 4.13 DiSus-P
• 4.14 DiSus-P: Chassis Parts
• 4.15 DiSus-P: Chassis Performance
• 4.16 DiSus-X
• 4.17 e4 Technology Platform

5. BYD's Intelligent Driving System

• 5.1 ADAS Development History
• 5.2 Overall ADAS Layout
• 5.3 ADAS Team
• 5.4 ADAS Development Route
• 5.5 ADAS: DiPilot
• 5.6 High-level ADAS: Eyes of God
• 5.7 ADAS: All-scenario Parking
• 5.8 Typical ADAS-enabled Models
• 5.9 Chip Layout
• 5.10 ADAS Hardware Layout: Domain Controller
• 5.11 ADAS Software Layout
• 5.12 ADAS Algorithm Layout: Data Driven
• 5.13 ADAS Algorithm Layout: Perception Algorithm
• 5.14 ADAS Algorithm Layout: Planning & Decision Algorithms
• 5.15 Autonomous Driving Test
• 5.16 ADAS Cooperation Ecosystem Layout

6 BYD's Intelligent Cockpit and Telematics

• 6.1 Intelligent Cockpit Development
• 6.2 DiLink Intelligent Cockpit 2024 Platform and Name
• 6.3 Introduction of DiLink
• 6.4 Development History of Telematics Systems (1)
• 6.4 Development History of Telematics Systems (2)
• 6.5 Installations and Installation Rate of Telematics System
• 6.6 DiLink System Function Iteration
• 6.7 Functions of DiLink 4.0 System
• 6.8 Models with DiLink 4.0 (1)
• 6.9 Models with DiLink 5.0 (2)
• 6.10 Cockpit Software Architecture
• 6.11 Cockpit Chip Configuration of Major Models
• 6.12 Intelligent Cockpit Ecosystem
• 6.13 Dynamics in Telematics Services

7. BYD's Entertainment and Comfort Systems

• 7.1 Greening System
• 7.2 Fragrance System
• 7.3 Intelligent Entry System (Digital Key, Biometrics)
• 7.4 All-scenario Intelligent Voice & Xuanji AI Foundation Model
• 7.5 Decoupling Game Vehicle
• 7.6 Vehicle-mounted Drone
• 7.7 Automotive APP
• 7.8 Cockpit Entertainment Ecosystem

8. BYD's Major Models and Suppliers

• 8.1 Passenger Car Brand Layout
• 8.2 Sales Volume
• 8.3 R&D Centers
• 8.4 Technology Planning (1)
• 8.4 Technology Planning (2)
• 8.4 Technology Planning (3)
• 8.4 Technology Planning (4)
• 8.5 Sales of BYD (Dynasty & Ocean) Brand Models
• 8.6 Positioning of BYD (Dynasty & Ocean) Brand Models and Production Plants
• 8.7 Typical BYD Brand Models (1)
• 8.8 Typical BYD Brand Models (2)
• 8.9 Denza Brand Model Planning
• 8.10 Typical Denza Brand Models (1)
• 8.10 Typical Denza Brand Models (2)
• 8.11 Yangwang Brand Model Planning
• 8.12 Fangchengbao Brand Model Planning
• 8.13 Parts Suppliers of Song L (Part)
• 8.14 Parts Suppliers of Yangwang (Part)
• 8.15 Parts Suppliers of Han (Part)

9. BYD's Other Businesses and Overseas Layout

• 9.1 Overseas Development History
• 9.2 Overseas Plant Layout (1)
• 9.3 Overseas Plant Layout (2)
• 9.4 Overseas Channel Construction
• 9.5 Overseas Strategy
• 9.6 Overseas Sales
• 9.7 Overseas Flagship Model Layout
• 9.8 Vehicle-mounted Drone Hanger