It turns out that in addition to the fifth-generation DM-i, BYD is still holding back its "big move"?

With the recent disclosure of news related to BYD Qin L, the discussion about BYD has reached a high point again, but in fact, it is not the BYD Qin L car that sparked the discussion, but the fifth-generation DM-i technology that the Qin L is equipped with.

According to the news, BYD's fifth-generation DM-i technology has been officially implemented, and will be the first to be installed in BYD Qin L and BYD Seal 06 two new cars. Recently, it was also reported that BYD's core management said at a recent internal communication meeting that the fuel consumption of BYD's fifth-generation DM-i system is only 2.9L per 100 kilometers, and the battery life can reach nearly 2,000 kilometers when it is fully fueled and fully charged.

Although there is no exact news about how far the fifth-generation DM-i can run and how low the energy consumption is, according to the previous leaked fifth-generation DM-i patent drawing, it can be found that this system has indeed undergone a lot of changes in structure compared with the past. Specifically, the fifth-generation DM-i system adopts the structure of double planetary gears, and the system is composed of engine + motor A + motor B to form the power core, and the three are connected by two sets of planetary gears, canceling the clutch structure.

As for the advantages, simply put, it is to improve the strength of the connection, improve the transmission efficiency, reduce the overall volume of the system, and make the power allocation of the system more flexible. All in all, the fifth-generation DM-i has a higher degree of integration, a more complex structure, a higher cost, and a certain degree of improved functionality compared to previous systems.

Judging from the facts, from the release of the fourth-generation DM-i technology in 2021, BYD has really been at the forefront of the new energy field in terms of technology. No, the major domestic car companies have just caught up with BYD's fourth-generation DM-i, and BYD has once again "rushed" in advance, and the fifth-generation technology has been released, leaving everyone behind. If the fifth-generation DM-i is really as mentioned earlier, it can achieve a fuel consumption of 2.9L/100km and run 2000km with full fuel and full power, then the market share battle can basically be "finale" in advance.

In addition to the fifth-generation DM-i, BYD, which will start a price war at the beginning of 2024, actually has a lot of "bullets" that have not yet been used. According to relevant statistics, BYD's market share in the field of key components for new energy passenger vehicles in 2023 (domestic) has reached a comprehensive leading level.

Specifically, in addition to the installed capacity of batteries is lower than that of CATL, BYD's market share is the first in China in terms of installed capacity of PACK, BMS, OBC, drive motor, drive motor controller, DHT, drive system, dual electronic control, generator and passenger power module (semiconductor), and the average market share has reached more than 30%.

While other car companies do not have the ability of full-stack self-sufficiency, BYD has almost completely realized the operation of "making its own parts", and has also achieved the market share to the head of the industry, which not only avoids the situation of "being made by middlemen", but also improves the company's own anti-risk ability;

In addition, under the reversal of the annual sales of 3 million models, BYD has formed a huge scale effect from raw material procurement, parts processing to loading, which can better share the costs of vehicles, and then allow BYD to have more initiative in pricing.

Write at the end

Today's BYD has completed the layout of the whole industry at the same time, but also has a very large scale system, coupled with the power battery raw materials whose prices have fallen to the freezing point, today's BYD can really be said to be able to reduce the price if it wants to.

As for the fifth-generation DM-i technology, the author believes that BYD should not roll out a large number in a short period of time, but will adopt the strategy of simultaneous sales of fourth-generation and fifth-generation models, and models equipped with "old technology" will naturally usher in a wave of price reductions.

All in all, it can only be said that the "Glory Edition" presented by BYD for everyone at the beginning of the year is just an appetizer, and then BYD's opponents are afraid that they will have a hard time for a while!