Prices cuts imply price wars, Western chip subsidies are against strategy spending in China. Full stack margin at Chinese Automotive makers means China should win.
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?
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.
Interesting. But does TXN, ON, NXPI, etc sell to Chinese OEMs?