BYD Increases ADAS Prices Amid RAM Crisis

BYD has announced a 21% price increase for its advanced driver-assistance system (ADAS), DiPilot 300, driven by substantial rises in global hardware and memory costs. Specifically, the price of the LiDAR-equipped system has escalated from 9,900 to 12,000 yuan, as the company cannot absorb these costs amidst a critical shortage of DRAM and flash memory driven by high demand in AI data centers. The move marks a significant shift in the affordable EV segment, where features like LiDAR were previously expected to remain accessible to the broader customer base.

This price adjustment has potential strategic implications for both BYD and the autonomous vehicle market at large. With over 2.85 million cars equipped with its