[Gasgoo Express] BYD Semiconductor BMS AFE Chip Shipments Exceed 100 Million Units; Official Denies Rumor That NEV Smart Driving Chip Localization Rate Must Not Be Lower Than 70% - Gasgoo

On July 7, 2026, BYD Semiconductor announced that cumulative shipments of its automotive-grade Battery Management System (BMS) Analog Front-End (AFE) chips have exceeded 100 million units. Since launc... Read original →

BYD Semiconductor’s shipment of over 100 million automotive-grade BMS AFE chips signals China’s transition from 'marginally viable' to 'mainstream' in analog power ICs. This milestone pressures foundries to refine high-voltage BCD processes and pushes battery pack integrators toward consolidated BMS architectures. The MIIT’s denial of a mandatory 70% localization rule for smart driving chips reflects a calibrated approach: promoting self-reliance without triggering supply chain ruptures. In response, Infineon and TI may deepen JVs with Chinese OEMs, while domestic players like Horizon Robotics must accelerate ISO 26262 ASIL-D certification through co-development. Over the next 18 months, AFE chips will evolve toward higher cell-channel counts and lower quiescent current, driven by 12V lithium adoption and zonal E/E architectures—where full-stack functional safety validation becomes the ultimate competitive moat.