BYD "Eye of God" Supplier

Computing power layer: NVIDIA (NVDA.US) and Horizon Robotics** NVIDIA: Exclusive share of BYD's high-end car chip orders, with shipments expected to exceed 1.5 million pieces in 2025, bringing in $600 million in revenue. Horizon Robotics: Entering BYD's mid- and low-end models through the J6 M chip, shipments may exceed 3 million pieces in 2025, and market share will increase to 25%. 2. LiDAR: Hesai Technology (HSAI.US)/Robot Robotics (02498), order breakthrough: expected to receive BYD's LiDAR order, A/B version models are equipped with AT512 radar (unit price $300), and shipments are expected to exceed 500,000 in 2025. Technical collaboration: Cooperating with BYD to develop FMCW LiDAR, it is expected to achieve frequency band fusion with millimeter wave radar. 3. Domain controller: Desay SV Automotive (002920.SZ), order received: Developing IPU04 domain controller based on NVIDIA Orin X for BYD, with a value of RMB 6,000 per vehicle, contributing more than RMB 8 billion in revenue in 2025.