Discussion about this post

User's avatar
AY's avatar

Hi Doug! When referring to BYD's vertical integration & PMIC, does BYD design its PMIC or does it both design & fabricate its PMIC chips. In the latter case it will have its own semiconductor fabs.

Have you noticed similar vertical integration outside of BYD, both in auto & non-auto sector?

Thanks in advance.

Expand full comment
Aperture230's avatar

Interesting. But does TXN, ON, NXPI, etc sell to Chinese OEMs?

Expand full comment
1 more comment...

No posts