BYD Seal Tests Horizon Super Drive 2.0, Vying for NVIDIA Domain Controller Market Share

BYD Chairman Wang Chuanfu and Horizon Robotics CEO Yu Kai jointly test-drove the BYD Seal electric sedan on June 29 to evaluate the not-yet-released Horizon Super Drive 2.0 driving assistance system; the test took place after completing a joint vehicle inspection. April China market data shows NVIDIA's market share in the passenger car domain controller market reached 50.9%.

Wang Chuanfu and Yu Kai Test-Drive Seal to Evaluate Horizon Super Drive 2.0

The focus of this engineering evaluation is to deploy the not-yet-released Horizon Super Drive 2.0 into the Seal model architecture. Technicians are configuring local communication paths to connect camera inputs directly to the central domain controller module. This hardware integration aims to achieve real-time performance optimization before the introduction of the next-generation internal computing node.

By using an external cabin fusion processor, manufacturing costs per passenger vehicle can be reduced by 1,500 to 4,000 yuan (approximately $220 to $588), directly supporting the expansion of intelligent driving systems in entry-level models. Horizon Robotics has previously delivered 2.5 million processors to BYD to support broader advanced driver assistance technology programs.

BYD's Self-Developed 4nm Xuanji A3 Chip Scheduled to Debut in High-End Denza in 2027

BYD previously launched its self-developed 4nm Xuanji A3 chip, with a single-platform performance of up to 700 TOPS; after the news was released, stock markets of external hardware suppliers fell by 7%. However, according to Late Auto's corporate tracking information, the mass production integration plan for the Xuanji A3 is scheduled to debut in high-end Denza models in 2027. This timeline provides independent chip suppliers with a sufficient operational window to support high-volume production lines.

High-volume vehicle assembly still requires standardized external chips to ensure component continuity and avoid production bottlenecks.

April China Market Data: Passenger Car Domain Controller Installations Reach 600,000 Units, NVIDIA Market Share 50.9%

April domestic tracking data in China shows total passenger car domain controller installations reached 600,000 units; NVIDIA continues to maintain market leadership with a 50.9% market share, delivering over 300,000 computing components; Horizon Robotics supplied over 80,000 components, expanding its market share to 13.6%.

FAQ

What is the specific technical content of the BYD Seal testing Horizon Super Drive 2.0?

The core of this test is to deploy the not-yet-released Horizon Super Drive 2.0 into the Seal model architecture. Technicians are configuring local communication paths to connect camera inputs directly to the central domain controller module, achieving real-time performance optimization before the introduction of the next-generation internal computing node.

What is the mass production timeline for BYD's self-developed Xuanji A3 chip?

According to Late Auto's corporate tracking information, the mass production integration plan for the Xuanji A3 architecture (4nm process, single-platform performance 700 TOPS) is scheduled to debut in high-end Denza models in 2027. After the news was announced, stock markets of external hardware suppliers fell by 7%.

What is the current status of NVIDIA in the Chinese passenger car domain controller market?

According to April China market data, total passenger car domain controller installations reached 600,000 units, with NVIDIA's market share at 50.9% (over 300,000 units) and Horizon Robotics' market share at 13.6% (over 80,000 units); Horizon Robotics has cumulatively delivered 2.5 million processors to BYD.

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