With electric vehicle giant BYD taking its driver assistance system seriously, analysts expect suppliers to benefit. The Hong Kong-listed automaker’s stocks have been a record in the past week after the company launched a variety of cars’ driver assistance systems, including one of its low-cost models (approximately $9,600) that falls below 70,000 yuan. It recorded a high. BYD also said it integrates DeepSeek’s artificial intelligence capabilities. Companies selling parts for BYD’s new driver assist system “are likely to enjoy solid growth ahead,” Nomura analysts said in a memo on Tuesday. “On the other hand, we believe more [car manufacturers] According to analysts, they need to accelerate their smart driving upgrades to keep up with their colleagues. Autonomous driving components, chip maker Horizon Robotics traded in Hong Kong, and supplementary BYD electronics listed in Lidar developers’ Lidar stands for Driver Assist Systems. 3D map around the car. BYD’s driver assistance deployment. Beijing-based Horizon Robotics is one of BYD’s leading chip suppliers. BYD founder and chairman Wang Chuanfu said at last year’s Horizon Robotics event that the future of electric vehicles will depend on semiconductors. Goldman Sachs analyst Allen Chang on Monday raised his price target to Hong Kong dollars (89 cents) to Hong Kong dollars (89 cents) (89 cents) (89 cents) from the previous 6.10 hkd. Based on higher revenue expectations. The company bought shares. “Another push by a major car [manufacturers] To bring smart driving to low-cost cars, we are positive about the capabilities of Horizon Robotics as one of China’s leading smart driving tip providers, and more with the Journey 6 New Chipset series Get a design win,” the report states. Chang expects to grow from 3% of the chip company’s revenue this year to 40% in 2027. Goldman analyst Jen raised the price target for bi-rate BYD electronics to 58.46 HKD from the previous 51.02 HKD. More than 3 million BYD vehicles will use advanced driver assistance this year, and the system will be the car He pointed out that it is more expensive than speakers, which means that BYD’s “Dipilot” drivers can generate more revenue. The ASIST system uses a variety of components depending on the price range. According to Nomura’s research, the most basic one uses the Horizon Robotics chipset along with Nvidia’s Orin, while the more advanced versions use only other Nvidia chips. The driver-assisted version that supports driving on city streets uses LiDAR from companies such as HESAI, Nomura pointed out. HESAI has challenged the US government’s allegations that it supports Chinese military, but in mid-January, Goldman Sachs analysts listed in the US, citing the company’s new product cycle, according to FACTSET. The stocks have been upgraded to purchases from neutral. Analysts have raised HESAI price target from $5.50 to $18.40. – CNBC’s Michael Bloom contributed to this report.
