Sales surpassed Tesla, BYD really stood up?

Some time ago, domestic and foreign car companies releasedSales volume in the fourth quarter of 2023, very unexpectedly,BYD actually surpassed TeslaIt has become the world's highest-selling pure electric vehicle company.

This matter doesn't seem to have much traffic in China, but the movement abroad is not small, which has caused many overseas ** to start "reflecting", and evenSomeone specifically ran to ask MuskWhat to think about it.

Of course, Musk's reply must have been very calm, he said that Tesla is an AI and robotics company, while BYD is just a car companyThere is no comparison between the two at all

However, Musk's rhetoric must still be difficult to convince the publicBecause everyone now feels that BYD has stood up, and Tesla is already a grasshopper after the autumn, and the decline is fully revealed.

There are also many people who believe that this gap is reflected in the technical levelAfter all, Tesla used to conquer consumers with technology, and BYD's technical strength has always been not bad.

So, has BYD really stood up?Let's take a look at it from a technical point of view, whether there is a gap between it and Tesla.

Is battery technology surpassed?

And if more cells can be stuffed into the same size battery pack, it means that there is a higher capacityThe car's range, charging speed and battery life can also be improved

This is a very important "chance to survive" for lithium iron phosphate batteries, because its energy density is not as good as ternary lithium batteriesBut it's cheap and safe, which is another advantage that everyone likes

Therefore, the advent of blade batteries allows everyone to enjoy cheap and practical trams, including laterKrypton Gold Bricks, Hive Dragon Scale Armorand other short-knife batteries with stronger performance, which can also be seen as an extension of the blade route.

And what about Tesla?It's different from our countryThe overseas camp generally stands in the cylindrical battery camp, while domestic trams basically use square shell batteries, including variants of square-shell batteries like blade and short-knife batteries.

The reason why overseas car companies collectively stand in line with cylindrical batteries is that Tesla definitely plays a big role. BecauseTesla found that cylindrical batteries actually perform better than square shellsAnd with the automated production line, the production capacity advantage will be more significant.

To put it mildly,The charging speed, mileage and safety performance of cylindrical batteries are better than those of square shell batteries, and the production capacity is higher and the production cost is lower, which can shorten the consumer's pick-up cycle and even reduce the purchase of a car**.

From the joint Panasonic research and development of 2170 batteries, to the self-developed 4680 batteries,Tesla is not only improving the performance of cylindrical batteries step by step, but also allowing other battery companies to recognize the advantages and prospects of cylindrical batteries, and then they all joined in.

Even this includes BYD. BYD launched a honeycomb battery the year before lastAlthough it looks like a hexagonal prism in its construction, it is also essentially a variant of a cylindrical battery.

Is the electric drive technology surpassed?

What BYD chose was a "grocery cart" that stood with the broad masses of the peopleAn excellent grocery cart must naturally take into account large space, large torque, multi-function and low quality

For example, large space, here take BYD's eight-in-one electric drive system as an example, one of its major advantages isThe size is comparatively smaller, thus giving more space to the passenger space and storage space.

For example, the permanent magnet of the motor rotor of the eight-in-one electric drive uses a "double V" layout, so farIt is more energetic when starting and speeding up, which is very in line with the scene of a family traveling with full load in China

For example, multi-functional,BYD's eight-in-one electric drive supports boost chargingIn other words, BYD can help you increase the charging power a little more when charging, so that the charging becomes faster.

For example, the stator of the motor of the low**, eight-in-one electric drive only uses 6 layers of flat wire windings, which is not much in today's view, butThe advantage is that the technology is relatively simple and mature, and the car is sold cheaply, also has its share of credit.

As for Tesla, although the positioning of the Model 3 and Model Y is also close to the "grocery car", butTesla is comparatively more after a little bit of performance and technology

For example, the Model 3 and Model Y before the faceliftThe motors all use 10-layer flat wire windings, so many windings will obviously increase the difficulty of motor development and production, but the power performance will indeed be better

In addition, the electric drive system used in the Model 3 and Model Y before the facelift is still the sameOne of the world's first mass-produced electric drive systems for passenger cars using silicon carbide power modules, which is also designed to improve performance.

Has intelligent driving surpassed it?

That year, a Tesla owner suffered a fatal car accident while using the Autopilot feature, which was provided by Moblieye, a leading Israeli company.

Moblieye, a company, was also the world's leading supplier of assisted driving solutions in those years, soIn the face of a "small factory" like Tesla, the attitude will appear to be somewhat tough

At that time, Tesla already had a more long-term plan and higher requirements for intelligent driving, and Mobileye's arrogance and complacency obviously became more and more obstructive.

So in the future,Tesla ended its partnership with Mobileye and switched to in-house development, and even in the process,Tesla has also experienced a technological overhaul, and the cost is quite high

But the end result is that what you can hear today such as data-driven, re-perception routes, pre-fusion algorithms, BEV+transformer, occupancy network, end-to-endAlmost all of these technologies, which are listed on PPT by domestic intelligent driving companies, are the first to be put into R&D and application by Tesla

Of course, the domestic speed is very fast when it comes to following up with these technologies, so you can see,Tesla's FSD is horizontally compared with Xpeng XNGP and Huawei ADS 20 is not an advantage

But if the comparison is BYD, it is obvious that the result will be another one-sided, becauseBYD has indeed not paid much attention to intelligent driving for a long time

For example, the auxiliary driving function installed on BYD models, my leader Zhang Chen has just tested it some time ago, and its performance is relatively conservative.

And on behalf of the current stageBYD's strongest intelligent driving DENZA PILOT, its progress has just opened up the domestic high-speed scene, while Wei Xiaoli, Huawei and other companies have entered the opening stage of the urban scene.

Summary.

And BYD not only has more models, more people-friendly, and the product workmanship is also significantly better, in the place where it can be seen and touched, BYD is more pleasing to everyone.