Geely: Can the Smart Driving Battle Shake BYD?

Geely will hold an AI smart technology launch conference on March 3, 2025. Consistent with Dolphin Research's previous analysis after the BYD smart driving launch conference titled “Can 'Smart Driving Equality' Really Recreate BYD?,” Geely's launch conference also proposed a plan to benchmark BYD's Tian Shen Zhi Yan, but there is still a technical time lag compared to BYD's "Smart Driving Equality":

1. Dolphin Research's judgment on Geely's smart driving launch conference:

① Currently, Geely's low-tier smart driving can only be applied to vehicles priced at 150,000 yuan:

From the two models released at this Geely smart driving launch conference: the upgraded pure electric model Galaxy E8 and the newly launched Xingyao 8 EMI equipped with the new generation of Thunder God hybrid, both models only use Geely's H1 smart driving solution (100 TOPS), which benchmarks against BYD's Tian Shen Zhi Yan C, while BYD's Tian Shen Zhi Yan C has already been applied to vehicles priced at 80,000 yuan;

② Low-tier smart driving will continue to be applied to new Geely models in the second half of 2025, but no specific timeline was given:

In the second half of this year, Geely's entire new product line will fully cover the H1 - H9 solutions. Starting from the second half of this year, the Galaxy facelift models will also be equipped with different levels of smart driving solutions, and Geely plans to launch flagship products equipped with the H7 high-tier solution.

③ In the first half of the year, Geely can only rely on price reductions of existing models to cope with the impact of BYD's "Smart Driving Equality":

The Galaxy has introduced price reductions ranging from 3,000 to 6,000 yuan based on existing models;

2. Core information extraction from the launch conference

Smart driving solution configuration

Benchmarking BYD's Tian Shen Zhi Yan C: Geely H1+H3 solution (100 TOPS)

H1: 10V5R+100TOPS smart driving chip, capable of achieving high-speed NOA+automatic parking APA functions.

H3: 11V3R+100+TOPS smart driving chip, high-speed NOA+urban commuting NOA+memory parking HPA functions.

Benchmarking BYD's Tian Shen Zhi Yan B: Geely H5 solution (254 TOPS)

H5: 11V3R1L+single Orin X chip (computing power 254 TOPS), based on E2E, achieving high-speed NOA, memory parking HPA, urban no-map NOA, and full-scene D2D functions.

Benchmarking Tian Shen Zhi Yan A: Geely H7+H9 solution (500/1000 TOPS)4) H7: 11V3R1L + dual Orin X chips (computing power 508 TOPS), based on E2E + VLM + digital precognitive network, achieving high-speed NOA, parking valet VPD, city map-less NOA, and full-scene D2D functions.

H9: 13V5R(X) L, using dual Thor chips (computing power 1000+ TOPS), fully redundant, fully backed up, top-level L3 architecture (VLA + digital precognitive network), supporting full-scene D2D + city map-less NOA + high-speed NOA + parking valet VPD functions, is the company's L3-oriented solution.

In the implementation of the "Qianli Haohan" intelligent driving system, the H1 solution is currently standard on the Galaxy Starry 8 EM and E8. In the second half of this year, Geely's entire new product line will fully cover the H1 - H9 solutions, with flagship models equipped with the top-level computing power H7 solution, accelerating the popularization of intelligent driving technology across various models.

Current progress in intelligent driving:

The company is developing D2D parking space to parking space navigation assistance functions, which will achieve full-scene connectivity coverage for community roads, ETC, ramps, highways, etc., and plans to launch on a large scale in March 2025.

2. New product launch - two models fully equipped with Qianli Haohan H1 (currently can only bring the intelligent driving solution down to models priced at 150,000 yuan)

New model: The new C-class flagship pure electric sedan Galaxy E8 is launched, equipped with a 45-inch long screen, fully equipped seats, priced at 149,800 - 198,800 yuan, which is 16,000 yuan cheaper than the old model, equipped with Qualcomm Snapdragon 8295 chip, using 5 millimeter-wave radars + 12 ultrasonic radars + 12 cameras + lidar for intelligent driving perception solution;

The C-class flagship plug-in hybrid sedan Starry 8 EM is unveiled, equipped with the new generation EM-P super electric hybrid technology.

3. Galaxy brand adjustment:

Geely's Galaxy series is officially upgraded to the Geely Galaxy brand, while Yizhen Automobile is officially merged into Galaxy, becoming the high-end MPV series of Galaxy, with the first car L380 pre-priced starting at 339,900 yuan.

The Geely Galaxy product matrix is further expanded, covering the intelligent boutique small car GEOME series, mainstream boutique car series, and high-end MPV Yizhen series4. Price Reduction: Current selling models are promoted at a discount of 3,000 to 6,000 yuan compared to the guide price, in response to the impact of BYD's intelligent driving equality.

The price of Xingyuan is 68,800 to 97,800 yuan, with an actual reduction of 1,000 yuan, down 3,200 yuan from the guide price;

The price of Galaxy E5 is 107,800 to 143,800 yuan, with an actual reduction of 2,000 yuan, down 4,200 yuan from the guide price;

The price of Galaxy Starship 7 EM-I is 97,800 to 130,800 yuan, with an actual reduction of 2,000 yuan, down 3,200 yuan from the guide price;

The price of Galaxy E8 is 149,800 to 198,800 yuan, down 3,200 yuan from the guide price;

The price of Galaxy L7 EM-I is 115,800 to 148,800 yuan, down 3,200 yuan from the guide price;

The price of Galaxy L6 EM-I is 79,800 to 106,800 yuan, down 2,200 to 3,200 yuan from the guide price.

5. Geely Intelligent Driving System:

Since 2021, it has built an "One Network and Three Systems" intelligent technology ecosystem, including:

Intelligent Architecture: The GEA architecture supports the integration of multi-modal AIGC, AI digital chassis, and other technologies to empower the automotive manufacturing system with AI.

Intelligent Cockpit and Intelligent Driving: The next-generation cockpit operating system is planned to be launched within the year, with self-developed AI Drive large models in the intelligent driving field, covering end-to-end, VLM, world models, etc.

Intelligent Energy: The Xingrui AI Cloud Power 2.0 version further reduces fuel consumption by 5% and increases battery life by 15%.

Xingrui Intelligent Computing Center and AI Large Models: The comprehensive computing power of Xingrui Intelligent Computing Center 2.0 reaches 23.5 EFLOPS, with cloud computing power reserves at the forefront of the industry.

The company will collaborate with Jieyue Xingchen and Qianli Technology to empower AI from intelligent driving and cockpit to foundational large models (from language large models to multi-modal models to general world models):

Supernatural Human-Machine Interaction (such as multi-modal interaction and emotional voice systems): Next-generation cockpit operating system Agent OS.

Integration of Autonomous Driving and Automatic Execution (achieving robotic-like behavior based on VLA models and world generation models): Qianli Haohan Intelligent Driving System.

Elevation of the Internet of Vehicles large model scale (enhancing computing power and data efficiency based on Scaling Law): Xingrui Intelligent Computing Center 2.0, currently equipped with 23.5 EFLOPS computing power