BYD’s supply chain: the Chinese company might have handled the design and assembly of the final product while relying on subcontractors for manufacturing and assembling sub-devices.
Twice a month, Yole SystemPlus analysts share the noteworthy points from their automotive Teardown Tracks. Following a deep dive into BYD 8-in-1 powertrain, Yole SystemPlus continues to track the cutting-edge solutions developed by the Chinese automotive system manufacturer. Today, Arnaud Morillon and Maël Fontaine, Technology & Cost Analysts from Yole SystemPlus, present the Denza D9 DMS supplied by BYD.
Since 2018, the integration of DMS in Chinese passenger cars has surged, led by the quest for enhanced user experience and safety. From 2024, the C-NCAP (China New Car Assessment Program) will evaluate the DMS (including fatigue monitoring and attention monitoring) with a score of two points. Although DMS is not yet mandatory, the coveted NCAP five-star safety rating will certainly further encourage its adoption by OEMs.
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Highlights from Yole SystemPlus Teardown Tracks
The BYD system analyzed monitors both driver fatigue and attention. The report details the lens module and PCB cross sections (with dimensions of the copper layers), revealing a straightforward design when compared to external cameras. It features fewer lenses and a basic lens holder. The system incorporates the OmniVision CMOS image sensor OV9284, previously observed by Yole SystemPlus in a DMS manufactured by Sunny SmartLead, and based on OmniVision’s popular OmniPixel®3-Global Shutter technology.
The use of a very simple processor in the DMS suggests that driver fatigue/inattention signals are processed by a more powerful CPU external to the system. This aligns with the ongoing trend of centralizing most of the car sensor processing in a single unit.
Yole SystemPlus goes further by providing the cost of each component and mechanical part. The material cost breakdown shows that the lens module constitutes nearly one-third of the total expense.
Although some key part manufacturers have been clearly identified (GEO Semiconductor for the processor, Omnivision for the CIS, Maxim for the serializer and Shenzhen Lianchuang Electronics for the PCBs), the supply chain analysis raises uncertainties. Based on the teardown and market insights, Yole SystemPlus presumes that BYD might have handled the design and assembly of the final product while relying on subcontractors for manufacturing and assembling sub-devices.
Stay tuned for our next What’s in the box? review!
Yole SystemPlus Automotive Teardown Tracks are the result of detailed physical and costing analyses. They are carried out by experts with academic and industrial backgrounds in the semiconductor domain. Yole SystemPlus Automotive Teardown Tracks offer a clear and fruitful understanding of the technical choices made by the leading manufacturers. It also reveals accurate insights related to manufacturing costs.
The company covers the overall supply chain from the components to the system. Based on daily technical and industrial monitoring, Yole SystemPlus has significant expertise to support innovation.
About the authors
Arnaud Morillon is a Technology & Cost Analyst at Yole SystemPlus, part of Yole Group.
With solid expertise in the analysis of electronics boards, Arnaud produces reverse engineering & costing analyses while also working on custom projects for the electronic systems teams. His mission is to identify and analyze the components during the disassembly of the device and cutting of the electronic boards and so determine the final manufacturing cost.
Prior to Yole SystemPlus, Arnaud worked in an ECU low-layer validation laboratory in Velizy-Villacoublay.
Arnaud holds a license in Embedded Systems in Transport and Automobiles from Rennes 1 University (France).
Maël Fontaine serves as a Technology & Cost Analyst at Yole SystemPlus, part of Yole Group.
With solid expertise in the analysis of electronics boards, Maël produces reverse engineering & costing analyses while also working on custom projects for the electronic systems teams. His mission is to identify and analyze the components during the disassembly of the device and cutting of the electronic boards and so determine the final manufacturing cost.
Prior to Yole SystemPlus, Maël worked in an electrification system engineering office in Tours. Maël holds a license in Design, Study and Production of Digital and Analog Electronics at Tours University (France).
This article has been developed in collaboration with Anas CHALAK, Technology & Market Analyst, from Photonics & Sensing Division at Yole Intelligence, and Peter Bonanno, PhD., Technology & Cost Analyst from Yole SystemPlus.