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当比亚迪开始往更深处走

李玉鹏 2026-06-03 09:09
李玉鹏 2026/06/03 09:09

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本次比亚迪“敢为”智能化战略发布会的核心干货,主要围绕智能驾驶用户最关心的问题给出了答案,具体内容如下

1. 发布了中国首款车规级4nm智驾芯片璇玑A3,三颗芯片整车算力超过2100TOPS,算力利用率提升100%,技术参数处于行业领先水平。

2. 推出城市领航安全兜底一年的用户政策,解决了普通用户使用智驾最顾虑的责任问题:只要使用这套智驾系统,出问题由企业兜底,不用用户承担责任。

3. 该模式已经过验证:此前比亚迪推出智能泊车安全兜底后,功能使用率从21%提升至93%,事故率几乎为零,可靠性得到了市场验证,普通用户可以放心使用智驾功能。

本次比亚迪的智能化布局,给所有汽车品牌的营销和产品研发带来了多维度的参考,具体干货如下

1. 抓住了智驾行业当前的核心痛点:行业一直卷技术参数和功能体验,但用户真正关心的是出问题后的责任归属,比亚迪通过安全兜底下沉到责任竞争,跳出了参数内卷,建立了差异化优势。

2. 产品研发方向:智能汽车的竞争上限由底层技术决定,比亚迪从二十年前开始布局半导体,打通了智驾芯片从设计到制造封测的全流程,实现全链路可控,这种底层自研的路径值得参考。

3. 用户信任构建:信任不是靠宣传出来的,是靠稳定体验积累出来的,品牌要围绕用户真实需求打造产品和政策,才能真正获得用户认可。

比亚迪本次智能化战略,给汽车销售端带来了新的增长机会和方向指引,具体干货如下

1. 增长机会:当前智驾行业已经从参数竞争转向信任竞争,比亚迪推出的城市领航安全兜底+自研芯片的产品组合,精准切中了用户的核心顾虑,会带动相关车型的终端认可度提升,卖家可以抓住这波趋势获得增长。

2. 销售方向调整:以往卖智驾车型大多堆参数讲体验,现在要重点向用户讲解安全兜底政策,打消用户对责任的顾虑,才能更好促进转化。

3. 机会提示:智能化已经成为电动车的核心增长赛道,拥有底层自研能力的品牌产品竞争力更强,风险更低,卖家可以加大这类车型的推广力度,获得更多长期收益。

比亚迪的智能化布局,给整车生产制造工厂带来了产品研发和数字化转型的多方面启示,具体干货如下

1. 产品生产设计需求调整:过去智能汽车大多比拼屏幕、语音等表层体验,现在竞争已经延伸到底层的芯片、架构、全链路协同,工厂在产品规划阶段就要重视底层能力布局,不能只做表层升级。

2. 核心零部件自研的启示:比亚迪从2002年开始布局半导体,逐步打通了芯片从设计到制造封测的全流程,实现了智驾全链路可控,证明核心零部件自研能够有效提升产品可靠性,建立差异化竞争力,适合有能力的工厂参考。

3. 用户导向的产品设计:智驾产品要围绕用户真实的安全顾虑打造,而不是只卷技术参数,这样的产品才能真正培养用户使用习惯,打开普及空间。

从本次发布会可以看出智驾行业的新趋势和新需求,给汽车行业服务商带来了明确的方向,具体干货如下

1. 行业发展新趋势:智能驾驶已经从早期的功能能力竞争,转向了责任和信任竞争,底层核心技术自研可控成为行业共识,越来越多的品牌会向下延伸布局核心技术,行业对技术服务的需求发生了变化。

2. 当前行业客户的核心痛点:多数品牌缺少智驾全链路的技术整合能力,缺少大规模真实道路数据积累,也缺少构建用户信任机制的经验,这些都是服务商可以切入的方向。

3. 解决方案开发方向:服务商可以围绕智驾信任机制建设、底层技术赋能、真实场景数据训练、安全冗余架构设计等方向开发解决方案,匹配行业新需求,获得新的增长空间。

本次比亚迪发布会透露出智能汽车行业的新变化,给汽车相关平台的运营和招商带来了不少启示,具体干货如下

1. 用户需求变化:当前用户选择智驾车型,最关心的已经不是参数高低,而是出问题后的责任归属和安全保障,平台需要调整运营策略,在车型展示、内容推荐中增加智驾责任保障相关的模块,满足用户的信息需求。

2. 招商和选品方向:行业已经从表层智能化竞争转向底层技术竞争,拥有底层自研能力、愿意为用户安全兜底的品牌,产品竞争力更强,用户认可度更高,平台招商可以重点倾斜这类品牌,降低选品风险。

3. 运营机会:智驾信任已经成为行业新热点,平台可以围绕这个主题推出科普、体验类活动,吸引用户流量,拉动平台交易增长。

本次比亚迪智能化发布会展现了智能汽车产业的新动向,给产业研究提供了新的样本和方向,具体干货如下

1. 产业发展新动向:智能驾驶行业经过多年的能力内卷后,已经进入了新的发展阶段,开始从功能竞争转向责任竞争,信任机制成为智驾普及的核心瓶颈,产业竞争的维度也从表层的用户体验延伸到底层芯片、整车架构、全链路协同的竞争。

2. 新的产业发展范式:比亚迪开创了“用户责任兜底+全链路底层自研”的智能化路径,区别于以往只堆参数、外购核心零部件的发展模式,为行业提供了新的可研究的商业模式。

3. 研究方向启示:未来智能汽车产业研究,需要更多关注责任边界划分、用户信任机制构建、核心技术全链路自研这些新议题,而不只是局限于技术参数和功能体验的研究。

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Quick Summary

This article summarizes the key takeaways from BYD's "Dare to Advance" intelligent strategy press conference, which answered the top questions that most concern intelligent driving (AD) users. The core points are as follows:

1. BYD launched the Xuanji A30, China's first automotive-grade 4nm AD chip. When equipped with three of these chips, a vehicle delivers a total computing power of over 2,100 TOPS, with 100% improved computing power utilization, putting its technical specifications at the leading level of the industry.

2. BYD rolled out a one-year city navigation AD safety guarantee policy, addressing the top liability concern of average users: if any issue occurs while using this AD system, the company will take full responsibility, and users will bear no liability.

3. This model has already been market-validated: after BYD previously launched a similar safety guarantee for its intelligent parking feature, the feature's utilization rate jumped from 21% to 93%, while the accident rate dropped to nearly zero. This proven reliability means average users can use BYD's AD functions with confidence.

BYD's latest intelligent driving layout provides multi-dimensional insights for product R&D and marketing across all automakers. The key takeaways are as follows:

1. BYD identified the core pain point of the current AD industry: while most players have been competing on technical specs and functional experience, what users actually care most about is liability attribution in case of accidents. By introducing its safety guarantee policy, BYD has shifted the competition to liability, broken out of the spec war, and built clear differentiated advantages.

2. For product R&D strategy: the upper ceiling of intelligent vehicle competition is determined by underlying technology. BYD began its semiconductor layout 20 years ago, and has vertically integrated the entire process of AD chip development, manufacturing, packaging and testing, enabling full end-to-end control. This path of in-house development of core underlying technology is a valuable reference for the industry.

3. For building user trust: trust is not earned through marketing hype, but accumulated through consistent, reliable performance. Brands can only win genuine user recognition by building products and policies centered on users' actual needs.

BYD's new intelligent strategy opens up new growth opportunities and clear direction for automotive retail teams. The key takeaways are as follows:

1. Growth opportunity: The AD industry has shifted from spec competition to trust competition. BYD's combination of city navigation safety guarantee and in-house developed chips precisely addresses users' core concerns, which will boost consumer recognition of relevant models. Sellers can capitalize on this trend to drive growth.

2. Sales strategy adjustment: In the past, selling AD-equipped vehicles mostly focused on stacking specs and highlighting functional experience. Going forward, sellers should prioritize communicating the safety guarantee policy to eliminate users' liability concerns and improve conversion rates.

3. Opportunity note: Intelligentization has become the core growth track for electric vehicles. Brands with in-house underlying technology capabilities offer stronger product competitiveness and lower business risk. Sellers can increase promotion focus on these models to capture higher long-term returns.

BYD's intelligent layout offers multiple insights for product R&D and digital transformation for vehicle manufacturing facilities. The key takeaways are as follows:

1. Adjustment to product design and planning requirements: In the past, intelligent vehicle competition centered on surface-level experiences such as infotainment screens and voice control. Now competition has extended to underlying chips, architecture, and end-to-end synergy. Factories need to prioritize underlying capability layout at the product planning stage, rather than only pursuing superficial upgrades.

2. Insight into in-house development of core components: BYD began its semiconductor layout in 2002, and has gradually integrated the full process from chip design to manufacturing, packaging and testing, enabling full control of the entire AD development chain. This proves that in-house development of core components can effectively improve product reliability and build differentiated competitiveness, making it a viable model for capable manufacturers to follow.

3. User-centric product design: AD products should be developed to address users' actual safety concerns, rather than just competing on technical specs. This approach helps build user habits and unlock mass adoption of AD technology.

This press conference reveals new trends and emerging demands in the AD industry, providing clear direction for automotive industry service providers. The key takeaways are as follows:

1. New industry development trend: AD has shifted from early-stage competition on functional capability to competition on liability and trust. In-house development and control of core underlying technology has become an industry consensus, with more brands expanding downward to lay out core technologies. This has reshaped industry demand for technical services.

2. Core pain points of current industry clients: Most brands lack end-to-end AD technology integration capabilities, large-scale real-road data accumulation, and experience in building user trust mechanisms. All these areas represent entry points for service providers.

3. Solution development direction: Service providers can develop new solutions focused on AD trust mechanism building, underlying technology empowerment, real-scenario data training, and safe redundant architecture design to align with new industry demands and unlock new growth space.

BYD's press conference reveals new shifts in the intelligent vehicle industry, offering insights for operation and dealer recruitment for automotive-related platforms. The key takeaways are as follows:

1. Changing user demand: When consumers choose AD-equipped vehicles, their top concern is no longer technical specs, but liability attribution and safety guarantees in case of accidents. Platforms need to adjust their operation strategies by adding modules related to AD liability protection in model display and content recommendation to meet users' information needs.

2. Dealer recruitment and product selection direction: The industry has shifted from surface-level intelligentization competition to underlying technology competition. Brands with in-house underlying technology capabilities and willingness to take responsibility for user safety deliver stronger product competitiveness and higher user recognition. Platforms can prioritize these brands in recruitment to reduce product selection risk.

3. Operation opportunity: AD trust has become a new hot topic in the industry. Platforms can launch popular science and experience-focused events centered on this theme to attract user traffic and drive platform transaction growth.

BYD's intelligent strategy press conference showcases new developments in the intelligent vehicle industry, providing new research samples and directions for industrial research. The key takeaways are as follows:

1. New industry development trends: After years of competition on functional capability, the AD industry has entered a new development stage, shifting from functional competition to liability competition. Trust mechanisms have become the core bottleneck for mass AD adoption, and industry competition has expanded from surface-level user experience to competition in underlying chips, vehicle architecture, and end-to-end synergy.

2. A new industrial development paradigm: BYD has pioneered a new intelligentization path of "user liability guarantee + full end-to-end in-house underlying development", which differs from the traditional model of stacking specs and outsourcing core components. This provides a new, researchable business model for the industry.

3. Direction for future research: Future research on the intelligent vehicle industry should pay more attention to emerging topics including liability boundary definition, user trust mechanism building, and full end-to-end in-house development of core technology, rather than limiting research to technical specs and functional experience.

Disclaimer: The "Quick Summary" content is entirely generated by AI. Please exercise discretion when interpreting the information. For issues or corrections, please email run@ebrun.com .

I am a Brand Seller Factory Service Provider Marketplace Seller Researcher Read it again.

电动化上半场看电池,智能化下半场看芯片。

智能驾驶发展到今天,出现了一个很有意思的错位。

端到端也好,大模型也好,城市NOA也罢,发布会上都能讲得热血沸腾。但车开到真实道路上,普通用户脑子里只有一个问题:这套东西真出事了,算谁的责任?

这个问题,比参数更尖锐。

过去几年,智驾行业一直在卷能力,卷到最后大家都在体验上使劲,但智能驾驶要想真正进入日常生活,还要取得用户的信任,这也是比亚迪“敢为”智能化战略发布会最值得关注的地方。

5月28日,在发布会现场,王传福在现场说了一句很重的话:“电动化上半场看电池,智能化下半场看芯片。”随后,比亚迪发布中国首款车规级4nm智驾芯片璇玑A3。

但如果只盯着芯片,就容易看窄了。

比亚迪这次真正把行业情绪打穿的,是另一件事:继智能泊车安全兜底之后,比亚迪宣布为城市领航安全兜底一年。这件事的分量,在于它把智能驾驶从功能竞争,直接往责任竞争推了一步。

比亚迪首先解决的是信任机制

在比亚迪看来,信任从来不是靠宣传建立的,而是靠一次次真实使用积累出来的。

比亚迪此前已经做过一次验证。去年7月推出智能泊车安全兜底后,天神之眼智能泊车功能使用率从21%提升至93%,智能泊车事故率几乎为零。这个数据背后,其实反映的是用户行为的变化。

很多功能上线容易,真正难的是形成习惯。尤其是在汽车领域,用户不会因为一次技术发布就交出信任,但会因为一次次稳定、安全的体验,逐渐把辅助驾驶变成日常选择。

这也是“城市领航安全兜底一年”最有价值的点,它看上去是一项用户权益,本质上却是在补齐智能驾驶普及过程中最容易被忽略的一环——信任机制。

过去行业更习惯讨论能力边界:哪些路能开、哪些场景不能开、什么时候需要驾驶员接管。但对于普通用户来说,他们更在意另一件事:如果我用了这套系统,企业愿不愿意站在我这一边。

从这个角度看,比亚迪这次谈的其实已经超越了能力边界,现在拓展到了责任边界,这比宣传技术更有意义。当技术人人可享之后,下一步就是人人敢享。

敢兜底,背后靠的是系统能力

当然,敢说兜底,不等于喊一句口号。

智能驾驶不是单点技术,任何一个环节掉链子,整套系统都会被放大考验。感知慢一点,决策犹豫一点,控制延迟一点,这些问题到了真实道路上都可能变成危险的因素。

所以,比亚迪敢兜底,关键不在胆子,而在底座。

天神之眼不是一个孤立的辅助驾驶功能。它背后是比亚迪整车智能的璇玑架构,以及中央大脑、舱驾电合一、海量真实道路数据和安全冗余共同构成的系统。比亚迪对智能驾驶的理解,是让车能够把感知、决策、执行这些环节串起来。

在这套体系里,智驾像左脑,负责驾驶决策;智舱像右脑,负责交互和服务;电驱像小脑,负责精准控制车辆运动;中央大脑则负责统一调度,让不同系统之间协同起来。

比亚迪提出的传感器“卫星架构”,本质上也是在缩短这条链路。传感器原始信号直达中央大脑,贯穿感知链和控制链,减少时延和信息损耗。这件事听起来特别技术范,说到底就是车看到什么,要尽快让大脑知道,大脑做出判断之后,也要尽快让车执行。

数据是另一层底气。比亚迪拥有315万辅助驾驶车型保有量,天神之眼辅助驾驶每天生成超过2亿公里数据。这个数字的价值,让它能把真实世界里的复杂场景不断喂给系统。

真实道路环境中,像是雨天水雾、高反路牌、冰雪路面、夜间静态障碍物等场景,这些都是智能驾驶真正要面对的东西。一个系统要变可靠,需要在海量真实场景里被反复训练、反复修正。

比亚迪全新AI物理大模型所强调的“看得懂、能预测、做得对”,说到底也是这个逻辑。智能驾驶不能只识别物体,还要理解物体背后的行为规律。看到篮球滚过,系统要能预判后面可能有孩子跑出来。这样的能力,才接近日常驾驶真正需要的安全感。

更往后看,安全冗余会成为高阶智能驾驶的硬门槛。比亚迪面向L3、L4规划了传感器、SOC、MCU、算法、电源、制动、通信等十重冗余。

所谓兜底,它后面必须有整车架构、传感器链路、数据闭环、算法能力和安全冗余一起撑住,这才是比亚迪这次发布会真正想传递的底气。从整车到芯片,比亚迪往更深处走

芯片要放到这个逻辑里看,才不会看偏。

璇玑A3当然重要。它是中国首款车规级4nm智驾芯片,支持L3/L4自动驾驶,三颗芯片整车算力超过2100TOPS,并支持芯片与算法深度融合,让算力利用率提升100%。这些参数证明,比亚迪已经把智能化竞争推进到底层算力层面。

但璇玑A3的意义,不只是给比亚迪多添了一个“自己能做芯片”的标签,而是让外界看到,比亚迪正在从整车制造,深入到芯片、算法和整车系统定义。

过去谈智能汽车,很多人更关注屏幕、语音、智驾体验这些浅层的东西。再往深处看,真正决定体验上限的,还得是底层算力、系统架构、算法效率和软硬协同。

芯片不是孤零零的一块硬件。它要服务算法,也要服务整车。算法不能总是迁就芯片,芯片也不能脱离真实车辆场景。好的智能汽车,是让每一层能力都能在整车系统里高效协同,这恰恰是比亚迪与许多车企最大的不同。

过去几年,不少车企都在布局自研芯片,但更多集中在产品定义或芯片设计环节。而比亚迪的布局要更深一层。早在2002年,比亚迪就组建了IC设计部,也就是比亚迪半导体的前身。二十多年来,比亚迪持续投入半导体领域,从IGBT到SiC功率芯片,再到今天的智驾芯片,逐步打通了产品定义、架构设计、电路设计、版图设计、晶圆制造、封装测试等全流程能力,实现了辅助驾驶全链路可控。

在车规级芯片领域,比亚迪已经覆盖13大类、567款产品。所以说,璇玑A3不是从0开始的跨界尝试,而是比亚迪长期半导体能力向智驾时代延伸的一次结果。

这也解释了为什么王传福会说,“电动化上半场看电池,智能化下半场看芯片。”

电池决定了电动车能不能真正普及,芯片则决定智能汽车能不能真正进化。电动化时代,比亚迪把电池电机电控做成体系能力,智能化时代,它要把感知、算法、数据、芯片放进同一套架构里。

一家车企的科技底色

比亚迪过去常被理解为一家规模很大的新能源车企。这个理解没错,但已经不够完整。

这场“敢为”智能化战略发布会释放出的信号很明确,比亚迪正在把自己的能力边界,从整车制造继续向下延伸。一边是璇玑架构,一边是安全兜底。前者代表底层技术能力,后者代表责任边界。

如果只有芯片,它更像一次技术秀;如果只有兜底,它更像一次用户权益升级。但两件事同时出现,说明比亚迪的智能化逻辑已经很清楚。

过去电动化时代,比亚迪建立的是制造能力,进入智能化时代,它建立了另一种能力——从芯片、算法、数据到整车架构的系统定义能力,这也更符合科技公司的思考方式。

某种程度上,比亚迪正在发生一场身份变化。它当然还是一家车企,但竞争维度已经不再只是汽车。因为一家科技公司的价值,从来不只是拥有技术,而是让技术真正走进现实世界。

注:文/李玉鹏,文章来源:钛媒体(公众号ID:taimeiti),本文为作者独立观点,不代表亿邦动力立场。

文章来源:钛媒体

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