Producer
BYD Company Limited
World's largest EV manufacturer and second-largest battery producer. BYD's Fudi Battery subsidiary manufactures LFP cells, including the 'Blade Battery' prismatic LFP cell used in EVs and increasingly in grid storage. 2024: 153.7 GWh deployed (17.2% global EV battery share). Major facilities in Huizhou (Guangdong) and multiple inland China cities.
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Inputs supplied
2
Goods downstream
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Facilities
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Stories
What they make
3 inputs BYD Company Limited supplies
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manufactured
Grid-Scale Battery Storage (LFP Lithium Iron Phosphate) →
manufactured
Lithium-ion battery cells (prismatic, cylindrical, pouch) →
manufactured
Sodium-Ion Battery Cells (Na-ion, No Lithium/Cobalt/Nickel) →
Where it shows up
Goods downstream
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What else they do
Business segments
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Electric Vehicles (Passenger)
50%Batteries (Fudi / FinDreams)
25%Commercial Vehicles & Transit
15%Electronics & Components
10%
Intelligence
What's known
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Did you know2023
BYD is the world's largest EV manufacturer AND a major battery cell supplier to other EV makers (including Tesla for the Chinese market, Toyota, and European OEMs) AND makes electric buses sold globally from Los Angeles to London to Santiago AND manufactures IGBT power semiconductors through BYD Semiconductor. The same Shenzhen company that competes with Tesla in the EV market also supplies batteries to Tesla's Chinese plants, competes with Siemens Energy for power electronics through its semiconductor division, and displaces diesel buses in US cities. When BYD sells an electric bus to Los Angeles Metro, it is simultaneously competing with US EV brands, supplying battery technology to competitors, and vertically integrating into the power electronics that US grid and defense companies also buy. BYD's vertical integration from raw lithium to finished vehicle spans more of the supply chain than any Western EV company -- making it both a competitor and a supplier to the same Western manufacturers.
BYD Company Limited ↗Origin2023
BYD (Build Your Dreams) was founded in 1995 in Shenzhen by Wang Chuanfu, a chemist and government research institute employee who borrowed $300,000 from a cousin to start a rechargeable battery company. BYD's initial growth came from reverse-engineering Japanese nickel-cadmium and later lithium-ion battery technology, hiring hundreds of engineers to disassemble Japanese batteries and develop alternative manufacturing processes without the expensive automated equipment Japanese manufacturers used. BYD substituted engineering labor for automation -- an approach feasible in China with lower labor costs. The batteries were priced 30-40% below Japanese competitors and won major electronics brand contracts. Wang Chuanfu then pivoted to EVs in the early 2000s based on the conviction that battery technology was the core of future transportation. Warren Buffett's Berkshire Hathaway invested in BYD in 2008 at $1.03/share -- a prescient bet that valued BYD at $230M; the holding grew to over $7B before Buffett began selling in 2022.
BYD Company Limited ↗