3 Comments

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.

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

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Meant to ask TXN, ON, NXPI, etc, etc, ie the western players

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