BYD’s Eye of God opens the ultimate battle of intelligent driving.

BYD has been working all over again, and 70,000 yuan can be used for high-level intelligent driving, and the whole industry can’t sit still.

Some people say that this is a general benefit for mass consumers, and some people will question the low price as the level of "smart driving for all", but it is undeniable that smart driving is no longer a differentiated product point in today’s cars, and it has become a trend of standardized configuration.

After completing the breakthrough in sales volume, BYD once again started in the field of smart driving. If we set 2024 as the first year of smart driving for car companies, can we call it the year of popularization of smart driving with the development momentum of the opening year in 2025? And when smart driving began to spread and decentralize, who was the most injured? Will the industry rules be changed? Is it a good thing for the future development when Zhijia also begins to involute?

# Popularize smart driving, how lethal is it? #

Why the popularity of national smart driving this time has caused such a high fever in the automobile circle? The core point is that the attribute of smart driving has changed.

For example, when we go to see the competition between car companies, the main thing that is advertised is that people have nothing, which is also the basic element of the differentiated brand positioning. Before 2025, the attribute of smart driving was like this. This is the core technology of arm-wrestling between car companies, and it is also the decisive factor for widening the pricing gap between different levels of products.

However, what BYD did this time was to smooth out such a differentiation. After it announced the national smart driving, the share price of Tesla, another giant of electric vehicle brand, suffered heavy losses. After all, a smart driving product that needs to be subscribed, and it has not yet landed in the China automobile market, makes people worry about its development and later profit. After four days of continuous decline, its market value has evaporated by more than 200 billion US dollars.

Of course, Tesla is not the only one affected. After the popularization of smart driving, the new forces bear the brunt, and the advantages of smart driving labels are directly weakened. For example, Xpeng Motors has always focused on the core competitiveness of smart driving seats, especially last year, through the decentralization of smart driving, the sales of 100,000-class MONA rebounded. However, after BYD’s operation, the high-speed NOA of smart driving has reached 78,800 products, which is more cost-effective than that of Tucki.

At the same time, smart driving is an important factor to support the brand premium of new power brands that take the high-end route, such as Weilai and Huawei, and the ideal of starting to do smart driving. Their prices of hundreds of thousands of dollars are actually supported by a previously scarce technology such as high-order smart driving, but now consumers may not be willing to pay for such a premium after seeing other brands make smart driving standard.

After seeing such a situation, Yu Chengdong began to shout: "Intelligent driving is a completely different realm, which is easy to use and easy to use and safe! Just like making a phone call with Internet, it takes 5G to surf the Internet! This is why many people say that Huawei HarmonyOS Zhixing is leading the generation! " Everyone knows the purpose of saying this, and anyone with a discerning eye who insinuates it can understand it. This also reflects from the side that the operation of popularizing smart driving has had a great impact on the new power brands that focus on high-end.

In addition, the pressure of traditional car companies has further increased. For example, those who sell well on their own will take BYD as the catch-up target, and joint venture brands are also trying to reduce profits and keep themselves at the poker table. However, this strategy of popularizing smart driving has directly impacted other traditional brands.

In fact, many car companies have invested in smart driving now, but the difference is that they have not achieved a popularization in the whole product, mainly relying on external suppliers, or smart driving companies hatched under their own brand system, so when they get on the bus, they may face higher costs.

At the same time, the prices of the main sales models of joint venture products are basically around the price range of 100,000-200,000. Originally, cars like BYD were cost-effective. Now, a smart drive will make them look like products of two eras, and it is difficult for joint venture brands to make up for this disadvantage in a short time.

If the supplier scheme is introduced, the cost will be big, and the accumulation of local data is lacking, and the user experience is unknown. The way to make money by relying on smart driving in the future has been blocked. Now, the top priority has become how to keep up with the popularization of smart driving.

In combination with the above, we can sum up that after the popularization of smart driving, its attribute has changed from a commodity that can make money and profit to a standard on a car. At this time, the impact of such an approach is not only aimed at the automobile field, but also at the whole industry, which makes people question the profit model of smart driving and the premium sustainability of subsequent development. "High added value" has become "basic configuration" and the smart driving industry is about to change.

# Zhijia’s job of making money was smashed #

The market has a unified recognition of the development of the automobile industry, that is, the first half of electrification and the second half of intelligence. After completing the transformation of electrification, everyone is actually looking forward to the arrival of intelligence, because with the increase of software, car companies have seen more profit space.

For example, before Mercedes-Benz needed software to order rear wheel steering, Tesla’s FSD cost $199 a month, and the market analysis judged that the gross profit margin of this kind of software reached 80-90%, which made people lament that they had to make money by software. This also clarifies the development direction of the industry, especially the core intelligent driving in the field of intelligence.

Before the national smart driving, we can see many schemes to make money by smart driving. The most direct thing is to make it a premium factor for high-profile models, which is reflected in many traditional car companies and new power brands. For example, the 30,000 price difference between the ideal high-profile and other versions is supported by high-level intelligent driving.

Secondly, consumers can buy out their own cars. For example, the models that come standard with Huawei’s Gankun Intelligent Driving are actually only the basic versions. For example, its main city’s intelligent driving without a map still needs to buy high-end intelligent driving bags. Huawei itself, its buyout price is 30,000 yuan.

Then there is the subscription mentioned above, the most representative of which is Tesla, but in fact, our daily acceptance is relatively high, such as members of video platforms, members of network disks, etc., according to their own needs to choose the subscription time, although it costs less money in the short term, it is not a small expense in the long run.

It can be seen that there are many ways to make money by intelligent driving, but there is a premise to make money: only you have perfect autonomous driving in the market, and no one else has such ability, but this situation is obviously impossible, and the reality is that intelligent driving is everywhere.

Then, in this case, what BYD has done has actually blocked the above-mentioned ways to make money. What it has spent money on has become the standard without increasing the price, and it is not necessary to increase the price with smart driving. This makes smart driving such a way to make money become one of the directions of involution.

# Smart driving is good, but don’t roll it hard if you can’t move it #

Volume has become a theme in the auto market now. After the operation of popularizing smart driving is ushered in at the beginning of this year, there will be a lot of car companies and suppliers to join in order to keep up with this wave of heat, but this is actually the biggest concern in the market. I am afraid that I will not be able to come up with mature technology to shoddy it.

This kind of atmosphere has been around for a long time in the automobile circle. For example, DeepSeek, which only caught fire in the Spring Festival, is now competing with car companies, and then Huawei, before it, is now a frequent visitor to the car company conference. As long as one company opens its books, other brands must keep up.

But building a car shouldn’t be this kind of heat, right? As long as something with heat gradually becomes one of the configurations in a car, can we understand that we are so keen on combining heat because we don’t have the unique technology that we can’t get rid of?

Moreover, in the context of the price war, the automobile industry is becoming more and more demanding on cost control, and no one can be immune to it, so is smart driving. It is a common phenomenon in the industry that some suppliers are forced to lower their costs in order to get the list of automobile companies.

But at this time, there is a question in front of us. Where have these depressed costs gone? It is good that the price of smart driving is down, but the premise of all this is based on technology, cost advantage and experience. However, it is natural that the market can do this. After all, the market is now full of some "futures and semi-finished products", which makes the products in this respect nominal.