According to Chinese media Kuaikeji, China's major electric vehicle (EV) maker BYD expressed the view at an extraordinary general meeting held on October 29 that semiconductors and software will become more important than batteries.

When asked about its views on the semiconductor business, BYD referred to the fact that its automotive battery business, once not considered a strength, has now grown to lead the world, and expressed the view that "semiconductors are even more important and are involved in all industries. Our company does not intend to remain just an assembly plant; we will certainly master core technologies. This is because in the latter half of the intelligentization of the EV industry, semiconductors and software will become more important than batteries."

BYD has continuously advanced the technological improvement of its "Blade Battery," establishing a large-scale external supply system for automotive batteries. While prioritizing the securing of supply necessary for its own finished vehicle production, it also supplies products to many other automakers. According to official test data, the second-generation Blade Battery, which has evolved, can be charged from 10% to 70% in just 5 minutes at room temperature, and even in extreme cold conditions of -30 degrees Celsius, the additional time required to charge from 20% to 97% is approximately 3 minutes.

Its subsidiary, BYD Semiconductor, is the company with the most comprehensive lineup of automotive chips in China, possessing comprehensive development and manufacturing capabilities as a vertically integrated entity. Hundreds of types of automotive chips have been installed in mass-produced vehicles to date, and China's first 4-nanometer process automotive autonomous driving chip, "Xuanji A3," announced in May, has also entered large-scale mass production. Furthermore, the company's independently full-stack developed large-scale AI model, "Xuanji AI," is said to be capable of covering more than 300 application scenarios in finished vehicles.