New energy car giant hegemony: deep analysis of BYD / Tesla

In the past two years, the most popular topic in the automotive industry has been new energy vehicles. Since Tesla has set off an electric car boom in the United States, the attention of new energy vehicles has skyrocketed. BYD, who has been working on electric vehicles for many years, has also been valued as a representative of local enterprises. At the 2014 Beijing Auto Show, the Minister of Science and Technology Wan Gang went to BYD's booth and went to the ground to see the "Tang" motor and rear suspension.

In the market sales, Tesla completed China's first delivery ceremony, the first batch of cars to buy are local tyrants; and BYD's Qin borrowed to buy Dongfeng, also achieved the best sales of China's new energy vehicles in history. For the Chinese market, Tesla and BYD are both propellers of electric vehicles, but in the public's impression, the gap between the two is huge. Is this really the case?

New energy car giant hegemony: deep analysis of BYD / Tesla

Where is the Tesla cow?

Tesla is not the first electric car, nor is it the first high-performance electric car. Ten years before the launch of Tesla, Japan developed an eight-wheel electric vehicle with better performance than Bitsla. It was smashed by Chinese netizens with various PS techniques. "Koizumi Junichiro" also took the car.

However, the Tesla Model S is the first one to be sold on a large scale in the market.

Technically, Tesla Cattle is in battery management technology, although this technology is also acquired by it. However, there was no big problem in the mass production of the project. Tesla was the first.

Because of the battery management technology, Tesla dares to use a ternary lithium battery with high cost performance and high battery capacity. And used nearly 7000 standard 18650 batteries. Compared with other manufacturers, Tesla has achieved relatively large power with a relatively small weight, ensuring a long battery life, and good acceleration performance. Battery management is Tesla's core technology advantage. I haven't seen a production car that can surpass it yet.

In addition, Tesla has a good market position, and it finds consumer groups with high and handsome, investment, and technology concepts. These people have money and villas, as well as a second fuel car.

Electric vehicles have high cost, inconvenient charging, incomplete infrastructure, and few shortcomings that can't be long-distance. They are not a problem for the wealthy people in the Tesla market. The high price is also the level of BBA. The rich don't care; charging Inconvenience, rich people have no need for a villa; long distances are difficult to charge, and rich people can drive their own fuel cars long distances.

Target customers can solve their own shortcomings, so Tesla has achieved success before the electric car.

In addition, Tesla's boutique awareness and technological awareness are also worth mentioning. As with the car, Tesla used high-strength steel and aluminum alloy to protect it. The car was so strong that it broke the machine during the test. Good results broke the record. Because the design did not protect the bottom enough to cause several collisions, Tesla simply used a bulletproof material to reinforce the chassis. This kind of consciousness is not found in traditional enterprises.

In terms of car specifications, Tesla tires, body, and air suspension are high-end goods. Although the skills combined together may not be passed, the impression of high-end goods will be planted first, which will establish a high-end brand image.

Therefore, in terms of technology, Tesla has only one battery management technology in the world, and other advantages are brought by this technology, and more things are provided by suppliers, and they do not have the ability to vertically integrate. Tesla's market positioning and quality awareness are better than technology.

However, under the magic of capital, Tesla is building its own vertical integration capabilities, such as making batteries on its own. This and the iPhone itself design processor is a truth, when developed to a certain extent, as long as there is capital, it will naturally extend to the upstream and downstream of the industry chain.

In the future, Tesla will popularize electric vehicles from the top down. However, the popularization of electric vehicles is not only a problem of cars, but a series of problems such as charging and housing. If the poor do not have a second car in the villa, Tesla will have a long road to popularization in the future.

Where is the BYD cow?

Compared with Tesla, who is rich and handsome, BYD is a native of grassroots. Wang Chuanfu was the first to make batteries. The car was acquired by Qin Chuan, and the car has long been positioned at low-end products. burden.

But for new energy vehicles, BYD's accumulation is very bullish. The three major parts of the car are the chassis, the engine and the gearbox. The three major parts of the electric car are the motor, the battery and the electric control. Tesla is actually technically managing a battery and is part of the electronic control. And BYD is a battery starter, electronics OEM, these three are not weak.

Wang Chuanfu University is a battery, the research institute is a battery, and the last is a battery. BYD has considerable accumulation in battery technology, and it is regarded as an industry giant. It has a profound understanding of the advantages and disadvantages of various batteries. Tesla wants to buy batteries.

In electronic control, BYD is one of the largest electronic foundry companies, Foxconn's competitors. A variety of novel electronic gadgets, BYD has OEM production, and has completed considerable technical accumulation. Automotive electronics is actually a step in the slow IT industry. BYD is the OEM of the IT industry to make electronic control and electronic equipment for the automotive industry. BYD actually has advantages. Therefore, BYD's car electronic configuration is high and scary. There is a famous joke that buying BYD's car is "buy a computer to send a car."

On the motor, BYD began to have no advantage, but after several years of development has done a good job, the motor above "Qin" has a good power-to-quality ratio, and the E9 motor under development has been benchmarked to the world-class level. Tesla is buying the motor of Taiwan's Futian, and there is no self-research.

Therefore, than the internal strength of electric vehicles, BYD's comprehensive strength is not weak, but there is no such thing as a Tesla battery management.

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