BYDの電化、コネクティビティ、インテリジェンス、シェアリングにおけるレイアウトと戦略の分析（2023年～2024年）

考察：BYDが車両搭載型ドローンを展開し、自動運転充電ロボット市場の活況が予測されます。

BYDとDongfeng M-Heroがドローンの国境を越えた展開を行います。

近年、車両インテリジェンスと民生用ドローンの技術と規制が成熟するにつれ、ドローンに言及するOEMもますます増えています。彼らは、ドローン企業との境界を越えた協力によってレイアウトを行っています。近年では、BYD、Tesla、Dongfengなどが生産モデルをベースにしたドローンソリューションを発表しました。

2024年1月、BYDとDJIは協力的なドローンソリューションと50億人民元を投資する計画を発表し、今後数年間で段階的に実施する予定です。最初に搭載されるモデルはYangwang U8 Player Editionです。ナビゲーションシステム、センサー技術、インテリジェント制御アルゴリズムにより、このドローンは自動離着陸、自動巡航制御、インテリジェント障害物回避などの機能を実現します。

BYDとDJIが共同開発した専用のドローンモジュールは、車両の屋根上の離着陸場を提供します。ドローンはここで飛行して経路を検出できるほか、オフロード車のコンパニオンとなっていつでも道路状況を確認できます。回収時、屋根のドローン格納庫を開けると離着陸場が現れます。回収装置はドローンを固定し、機械構造を通じてバッテリーを交換し、ドローンの継続的な使用を実現します。

Yangwang U8 Player Editionには、このドローンシステムが搭載され、3つのバックアップバッテリー、自動車用ビデオモニター、車外でドローンのバッテリーを充電するための格納庫が装備されます。このシステムは、格納庫アセンブリ、ドローン、バッテリー、リモートセンシングモジュール、リモートコントロールハンドル、車両フライトコントロールアプリで構成されています。ワンボタン離陸、インテリジェントフォロー、ワンボタン撮影、ワンボタン着陸などの多機能を備えています。

離陸後、ドローンは自動的に車両をロックし、インテリジェント追従状態に入り、最大追従速度は時速50kmで、自動全方位障害物回避機能も備えています。撮影モードについては、冒険、軽快、エピックの3つのカメラ動作テンプレートを搭載しています。

2023年8月、Dongfeng M-HeroはGDU Technologyとの協力によるドローンソリューションを発表しました。M-Hero 917はOriental Hawkeyeドローンシステムを搭載しています。赤外線と可視光のデュアルチャネルとロードモニタリング機能を備えたGDU TechnologyのS400ドローンは、道路の地形、傾斜、角度などの環境情報を調査できます。同期インテリジェント経路計画をサポートし、3kgの積載能力を持っています。

当レポートでは、BYDについて調査分析し、電化、コネクティビティ、インテリジェンス、シェアリングにおける同社の製品や戦略に関する情報を提供しています。

目次

第1章 BYDの自動車プラットフォーム

第2章 BYDのEEA

第3章 BYDの電化レイアウト

第4章 BYDのシャシーレイアウト

第5章 BYDのインテリジェントドライビングシステム

第6章 BYDのインテリジェントコックピットとテレマティクス

第7章 BYDのエンターテインメントと快適性システム

第8章 BYDの主要モデルとサプライヤー

第9章 BYDのその他の事業と国外レイアウト

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