On December 6, Zhang Zhongmou, the founder of TSMC, lamented at the ceremony for the first equipment to enter the factory in Phoenix, Arizona, “27 years have passed, and the world is very different from what it was then. Globalization is close to death, and free trade is about to disappear. “. Three days later, at the Global Investment Promotion Conference in Shenzhen, Wang Chuanfu announced that “the industrial output value in Shenzhen has increased by 96% year-on-year since the beginning of this year.” The joys and sorrows of the world are not interlinked. In Wang Chuanfu’s heart, he does not have a strong feeling that globalization is dying. Because BYD is even a beneficiary of a certain anti-globalization trend.
The rise of BYD in the past two years has two rocket-like boosts. One is the shortage of cores sweeping the world. BYD has been criticized for its high cost in the past. The inefficient vertical integration model suddenly glows with strong vitality, ensuring the User’s Delivery. Wang Chuanfu himself admitted to the media, “We are relatively less affected.” The other is the high oil price platform period after the Russo-Ukrainian War, which greatly changed user preferences. The penetration rate of new energy in the Chinese market increased sharply, pushing a large number of users who were not ready to buy new energy vehicles to BYD. BYD’s success is an atavistic phenomenon, adopting the common pattern of car companies before globalization.The big car giants in those days, such as General Motors Ford, from the rubber plantations needed for tires, to the source mines of various metal parts, the exquisite leather goods in the interior, and the financial companies that support the needs of users to buy cars in installments, the scope of business All inclusive. However, after the arrival of the wave of globalization, the industrial chain has been continuously migrated from the inside of the car companies to the outside, which greatly increased the length of the industrial chain and reduced the cost of the car companies. The Toyota production method, which is generally adopted by global car companies, is pursuing zero inventory of parts and components. It is best not to stay on Toyota’s production line for parts required for vehicle assembly. The time between procurement and delivery The shorter the better. Taiichi Ono, the former president of Toyota Motor, explained the principle of the Toyota production method, “just in time” is “to get the required items at the required time and in the required quantity”. In the past 40 years, from Wei Dejin to Ghosn, the ambitious plan of every car company head is nothing more than reducing costs and increasing production efficiency. The essence is to learn from Toyota and do outsourcing.Today, whether it is Volkswagen Toyota or BBA, there are not many technology stacks in their hands. They are more about integrating the industrial chain, judging the supplier’s technology, and providing it to users after integration. This gives BYD a huge opportunity to surpass them, that is, the core technology is fully self-developed. So last week’s BYD looked up at the press conference, and the Yi Sifang platform with four-wheel independent motors shocked many audiences. This BYD technology was first prototyped nearly 20 years ago. By controlling the four wheels separately with a separate motor, the layout of the front and rear axles in the past is changed, so that four-wheel independent vector control can be realized without any restrictions. For traditional structures such as differentials and drive shafts.
The independent power output of each wheel also gives us more imagination. Not only can we switch between front-wheel drive, rear-wheel drive, and four-wheel drive according to the driving scene, but theoretically even through the positive and negative torque, increase and decrease , to achieve more delicate adjustments in handling, off-road, and energy consumption.
On this basis, the power response will be further improved, and through the first integrated design of the motor and electronic control box and a new generation of SiC, the single motor 220-240kW system power and 320-420Nm power will be released with higher efficiency. The maximum speed exceeds 20,000 rpm, the vehicle horsepower exceeds 1,100 horsepower, and the efficiency is as high as 97.7%. In terms of power, it is not inferior to Tesla Model S/X Plaid and Lucid Air Sapphire, which belong to the power ceiling of electric vehicles. Even such a square shape with a length of more than 5 meters and a width of more than 2 meters still has a 3-second level 100-kilometer acceleration results. At the same time, Yisifang can also rely on the motor to monitor the wheel state more accurately. Compared with the traditional wheel speed sensor, it has more than 300 times the perception accuracy and 20 times the adjustment speed for the vehicle state. Cooperating with the electronic and electrical architecture of the central computing platform and distributed controllers, the system has stronger control over the posture and stability of the vehicle body, and the dual redundancy of the braking system and steering system further improves the safety of the vehicle. Now you can drive at a speed of 120km/h even if you have a high-speed tire blowout.
Wang Chuanfu said at the scene, “Safety is the biggest luxury of electric vehicles.” He used to say many years ago, “This is the beauty of electronics, do you need a spare? No spare. You take this car out and the fucking front wheel blows out, take it off and throw it away” . At that time, many people laughed at it, but today, everyone may seem a little moved. This is the consistent persistence in the technical route. So looking forward to the day when the brand was released, many BYD people felt that their dreams had come true in their circle of friends, “We can finally make a million-dollar luxury car.” With the launch of the Yangwang product line, BYD has built a product matrix including “Ocean + Dynasty + Tengshi + Looking Up”, covering the price market below 100,000 to one million. It can be said that BYD is the most widely covered current price consumption zone car company.
But we can’t expect that BYD will be able to succeed in sales immediately after launching such a product. Users’ pursuit of Range Rover and Porsche will still be an inertia for quite a long time. Before 2020, BYD’s annual sales have hovered at 400,000 units for a long time, until the recent three-year outbreak of the epidemic. But the main value of “Looking Up” should be to show technical reserves and enhance brand value. Through the “Looking Up” sci-fi version of the product concept conference, the “Easy Square” technology is fully demonstrated, and the characteristics of new energy vehicles are fully reconstructed from the three dimensions of perception, decision-making, and execution. At the same time, more consumers are familiar with BYD’s technology. Bring quality improvement.
According to the financial reports released by BYD and Tesla, in the first three quarters of last year, BYD’s net profit was 9.311 billion yuan, while Tesla’s net profit in the same period was as high as 8.869 billion US dollars (about 60.8 billion yuan). The level is about 15% of Tesla. Obviously, BYD needs to make more achievements in the mid-to-high-end market, compared to cultivating cheap models with small profit margins. Therefore, the positioning of U8 and U9 is a bit similar to the Model S/X, two million-level luxury cars that Tesla pioneered in the global market back then. It is worth mentioning that in the past 2022, BYD has officially announced price increases four times. In general, BYD’s high-end road is not like Geely Group, which absorbs Volvo through acquisition and integration, and rearranges its product line. It’s also not like Great Wall, which follows and imitates international first-tier car companies, slavishly smashes core technologies, and creates products with extreme cost performance. Instead, it is to find another technical path and seize the commanding heights of the topic. This is destined to be a more difficult and controversial path…
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