What changed
SEE RIGHT FOR PROLIFERATION OF LIDAR & CITY NOA AMONG EVEN SUB 150K MODELS. BYD LEADS THE WAY W/ SEAGULL, SONG PRO, SEA LION 05/06, YUAN+, SEAL 06 & SONG ULTRA.
USING NON-NVDA CHIPS + LOW COST LIDAR -> ADVANCED ADAS IN LOW COST EVS — VIA @TPHUANG
Why it matters
BYD, Tesla, NIO, XPeng, and Li Auto releasing proprietary ADAS chips signals industry-wide shift away from Nvidia.