The dispute between the king of electric vehicles: Teslabian offensive and defensive swap

Wen | Wang Xinxi

Source | Hot micro -reviews

The new energy vehicle market seems to have a subtle change of wind direction -BYD's upward, Tesla's fatigue. From the perspective of domestic attention to the two car companies, BYD's popular index and attention began to become higher.

Data show that BYD's sales of new energy vehicles in the first half of 2022 were 641,400, an increase of 315%year -on -year. BYD has become a brother in the domestic new energy vehicle market, surpassing Tesla (560,000 vehicles), and becoming a global new energy vehicle sales crown.

From the perspective of this year's monthly performance, BYD's sales of March, April, May, and June have exceeded the 100,000 mark. In July, BYD's passenger car sales reached 16,2530, which rose 183.1%year -on -year. The sales volume has exceeded 800,000 units, and in the domestic market, there is a limelight.

In addition to being surpassed by BYD in the Chinese market, Tesla's performance in the European market is not optimistic. Anton Wahlman, an analyst of the electric vehicle industry, issued a document quoted EU-EVS.com's data. Data show that Tesla's sales in 14 European countries in the second quarter of this year fell from 59502 in the first quarter to 26,154, a 56%decrease from the previous month.

Of course, the reason behind this is also related to the influence of the decline in the production capacity of Shanghai Super Factory in April this year. Tesla not only declined in China in April and May, but the export volume of Chinese domestic Tesla once fell to zero. This It directly leads to the company's dilemma in Europe sometimes appears in the dilemma of "no car can be sold".

To this day, BYD and Tesla are more and more like Apple Huawei in the automotive industry.

From the perspective of growth rate, BYD's momentum is even more fierce, Tesla's growth rate is 46%, BYD's growth rate is 315%! Tesla and BYD, a global electric vehicle boss, has gradually grown into a leader in the Chinese electric vehicle market. Judging from the current competitive situation, the two sides are on attack and defensive swap.

BYD's car giants that have not been paid attention to from the past to Muskfa's eyes. After all, from the perspective of strength, BYD today has to let Musk look up.

Three major trams, Teslabyi each have their own Qianqianqiu

BYD's development also benefits from its technical autonomy. In fact, domestic consumers have always been more or less technological worship. From Tesla's popularity to the rise of BYD, most of them have returned to this kind of domestic domestic in China The mentality of technical worship.

If the high -end brand premium of technology products is shaped by technology+product innovation capabilities+product comprehensive experience+service, then domestic consumers are undoubtedly the first place.

In the eyes of Chinese people, Tesla, Huawei, and BYD are all technical factions, while Tesla is the founder of the industry and a representative of technology+innovation.

We know that the three major pieces of the engine, gearbox, and chassis are compared to the fuel vehicle. The three major pieces of electric vehicles are motors, electrical control and batteries. Tesla is a self -developed electrical control system, and motors and batteries integrate suppliers' technology, while BYD is comprehensive self -research control.

Looking at the single disassembly, the current mainstream motor is the AC asynchronous motor and permanent magnet synchronous motor. Tesla uses the former and BYD is the latter. The former is characterized by simple structure, more convenient manufacturing, use and maintenance, and lower costs.

The asynchronous motor has a high operating efficiency. It is reflected in the car experience level to speed up the speed, which is in line with Tesla's high -end and high -speed product brand positioning. support.

The advantage of BYD permanent magnet synchronous motor is that the volume and high power density, but the disadvantage is that the development cost is high, but the volume is small, and the output power is slightly weaker. It reached 18000 rpm. The motor speed of BYD Han EV is about 15500 rpm, but in general, the gap is not large. Due to the small advantages of the volume, the potential for upgrading in the future is even greater.

The motor has its own advantages, but compared to Tesla's purchase, BYD has the advantages of patented and independent manufacturing in motor technology.

The electrical control system is undoubtedly the core advantage of Tesla and one of Tesla's core technologies independently developed.

The electrical control system is like the gearbox of fuel vehicles. The main function is to collect various signals such as throttle, brake pedal, steering wheel steering. With the BMS battery management technology independently developed, its electrical control system can make Tesla charging fast, utilization rate High, the conversion of torque during frequent climbing and start and stop. Of course, whether it can extend the mileage of the mileage, there is still controversy. After all, the battery attenuation is mainly related to the battery performance and material.

BYD has an efficient Bayi -One Drive System (Huawei is a seven -in -one electric driver system, which is said to be smaller in size). Both are from advanced IGBT technology. BYD is also the only domestic one with the IGBT complete industrial chain Car companies.

The PK of the electronic control technical level needs to return to the product level, and BYD is not inferior to the level of electrical control technology. From the perspective of the energy recycling process of BYD Han EV in the industry, there is no obvious braking sensation. The process is relatively linear. To meet the public driving feelings. But objectively, Tesla is better overall.

The biggest cost of three major pieces is the battery.

After BYD pushed the battery of iron phosphate lithium -phosphate and the battery to the market in 2020, the consumer's attention was successfully brought back to the safety level of the electric vehicle. It is better to solve the safety of pure tram batteries. At present, BYD's blade batteries have been applied to independent brands such as Hongqi and Changan. Foreign -funded brands such as Toyota, Honda, BMW, and other foreign -funded brands have planned to introduce blade batteries into their own new energy products.

At present, the Han EV is equipped with a lithium iron phosphate chip battery. BYD may use the "blade battery" in the future. At present, it has also been successfully reformed through the module. Battery.

BYD's breakthrough at the battery level solves a major safety pain point for consumers.

Not long ago, news also reported that Tesla also wanted to purchase BYD's blade batteries, of course, the news was denied.

On the whole, Tesla and BYD have their own advantages. The motor is difficult to win and defeat. The electrical control Tesla is stronger. BYD is undoubtedly better at the battery level.

And BYD, as the only new energy company in the world's only core technologies such as "San Electric" (battery, motor, electrical control)+chip (IGBT6.0 high -end chip, 90 nanometer process), from the current sales of BYD, the current BYD's sales, the current sales volume of BYD, the current sales volume of BYD, Its technical layout is ushered in the harvest period.

In the past few months, new energy manufacturers have been bitter because of chip shortage, unstable supply chain, and rising raw materials. BYD benefits from the self -sufficient supply chain model. Except for car tires and glass, everything is made by BYD itself. Essence

This enables BYD to get rid of the influence of supply chain capacity. When the entire industry is crisis in the supply chain capacity crisis, more consumer demand has also flowed in.

The brand premium Tesla is victorious, the industrial chain controls and the product line, BYD is better than BYD

As the founder of the electric vehicle industry, Tesla has a halo of star car companies, and the Musk technology madman set up a blessing. In terms of autonomous driving, it is almost the only one. In addition to the high -priced lithium lithium lithium, Tesk Automobile is Outside the battery, every product involved in the car is equipped in accordance with certain standards.

For example, the steering wheel of Tesla Model S and Model X purchased at Mercedes -Benz device vendors. Selling a car also avoided traditional dealers' gameplay. Playing the "online direct sales+offline experience" model, BYD has been positioning low -end markets in the past for a long time, not good at marketing, and the model is still a traditional dealer model. Tesla's high -end brand premium capacity is undoubtedly better than BYD.

From the perspective of the industrial chain, Tesla has a strong industrial chain control ability. Tesla has a fully automated factory in manufacturing production, which has laid a solid foundation for his large number of delivery. On the whole, Tesla rely more on the Chinese supply chain than Apple. Almost half of Tesla's output comes from the Shanghai factory and the Shanghai factory's supply chain, and most of them come from China.

At the same time, Tesla is also constantly supplementing its shortcomings such as power batteries, but BYD Sheng has a stronger anti -risk capacity in a complete new energy vehicle core industry chain. This is also the base that supports future Biyidi production capacity and increase in sales.

The control chain's all -controllable capabilities are actually more blessing for product lines. Under the control of Samsung's vertical integrated industrial chain, it can carry out a sea tactics in the early stage of smartphones. Therefore, compared to Tesla's few product lines, BYD's product line is richer -the product line formed the marine network biological+warship+dynasty network. In addition to the Han Dynasty, the Ming and Qing dynasties, BYD has frigates 07, seal, Teng, Teng, Teng Great D9, Haiou and other high -end brands continue to expand product camps.

It is more likely to cover more consumer groups with preference for product design through continuous new products, pulling monthly orders from 100,000 to 200,000, or even 300,000 orders, which is not impossible in the next few years. Judging from the more and more rigorous workmanship, materials and design of its three electricity systems, BYD's probability of moving up.

Tesla's product line is too single. It has been the two models of Model S and Mode X for a long time, and the production capacity has just climbed the Model 3, a total of 3 production models. Other industries are still in the planning stage, which limits the expansion of its sales and the diversified layout of the product line, thereby pulling into more consumer groups.

Tesla has an opponent and needs a new story

From the perspective of market expansion, BYD overseas markets account for low proportion, but from the current market strategy of BYD, the chess pieces in overseas markets are falling for the second time. Outside the Japanese market, BYD will enter the Netherlands and Singapore. Tesla has always been a global market layout.

Therefore, one is already globalization, but one has not yet made power, and BYD's overseas market potential is also worth looking forward to. Judging from today's market, BYD is undoubtedly one of Tesla's most powerful opponents in the future. For Tesla, new stories are needed.

Judging from the current development rhythm, BYD is a 2 -year platform for replacement, a one -year model replacement, and a number of new models is issued every year. Judging from the rhythm of the new car release and update, BYD is much faster to Bitsla, which has also helped BYD to seize more market share. Next, it depends on whether BYD can open the potential of overseas markets.

Tesla is still a well -deserved king in the field of electric vehicles. As a founder's brand, it is difficult for other manufacturers to surpass its influence and brand premium, but we clearly feel that Tesla's innovation and star halo are weakening. Essence Musk needs a new story. Whether it is the Mars immigration plan or the star chain plan, it is an old story of consumers who listen to it. At present, it is difficult to support Tesla's further imagination. How to make the main business of the electric vehicle business well. Take out good products with more innovative and stability, and make up for the shortcomings of their own batteries and other aspects. Perhaps Tesla needs to work more.

Generally speaking, Bia's technology reserves are becoming more and more mature. Compared with Huawei in the mobile phone field, BYD is manufactured by the entire industry chain. The overall anti -risk ability is also relatively strong.

Tesla creatively uses IT concept to build a car. It is a majority and pioneer of software -defined cars. It has innovative genes and better software advantages, creating a new sales concept of users -centered. Tesla's business model is also more flexible, with greater capabilities and potential in the field of assisting driving and autonomous driving.

Compared to Tesla's emphasis on software capabilities, BYD is more hardware to manufacture genes. In its "intelligent" planning, Nvidia and Horizon are responsible for supplying large computing chips. In the field of assisting driving, it is also necessary to rely on third parties such as Baidu and Nvidia. Long board.

Although the BYD product line is fully rolled out and the release of the new car is also like dumplings, the more the electric vehicle pays attention to the software capacity, the more the shortcomings at the intelligent level may also become a stumbling block for its sales breakthrough and bottleneck in the later stage.

Tesla and BYD are two different models, but it seems that it cannot fully compare the development model of Apple and Huawei. Tesla is more like Apple, but Apple's product stability is not available, although Apple is in At present, it is becoming more and more weak, but it has always been very stable at the product experience and system level, with higher product reputation and trust.

Tesla's product stability and product design experience and product design experience are different from Apple. In the past, the disputes over human design on the fault of the brakes, the disputes between the anti -human design of the single pedal mode, and the argument of the battery safety problem caused by the fire of Lin Zhiying in the car accident. No calm.

In addition, at the level of supply chain control and the control of key technologies, Apple undoubtedly performs more stable. The above of them are the uncertainty of Tesla's stable development in the future. This is also an important reason for Tesla's downward trend.

On the whole, BYD is a qualified opponent of Tesla. In the future, the battle between the two kings cannot infer the future growth from the cards of the two sides today. There are still many suspenses, but 3 to 5 years may be 3 to 5 years. See you to know.

Author: Wang Xinxi TMT senior commentator.

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