Finding
BYD units make nearly every layer of the Han L, and the one foreign part found is the NVIDIA ADAS chip
The ring holds 18 supplier rows across 11 layers: 10 in-house, zero sole source, 17 China-supplied and five with the supplier not disclosed.
The most vertically integrated ring in the set: cells, pack, BMS, motors, 1,500 V SiC chips, onboard charger, software, megawatt chargers and assembly are all BYD units (FinDreams Battery, FinDreams Powertrain, BYD Semiconductor, BYD Auto). The only non-Chinese part found is the NVIDIA Drive Orin X ADAS chip, fabbed by Samsung in Korea; the roof lidar is Hesai. Upstream materials (LFP cathode, graphite, SiC substrate, magnets) are undisclosed but sourced in China by default.
The ring
Who supplies each layer
In-house rows first in each layer, then sole, primary, second and multi-source suppliers. The left border shows the supplier country: red China, gold Japan, Korea or Taiwan, blue the US and Europe, gray not disclosed. Confidence: confirmed (company or filing), reported (credible press), inferred (deduced, not disclosed).
| Supplier | Component | Country | Plant or location | Relationship | Confidence | Evidence and links |
|---|---|---|---|---|---|---|
| Cells | ||||||
| FinDreams Battery (BYD) Parent: BYD | Second-gen short Blade LFP cells (10C flash charge) About 300 cells per pack; 83.2 kWh | China | China (Chongqing, Huizhou and other bases) | in-house | confirmed | teardown (FEV via MarkLines) |
| not disclosed | LFP cathode active material Candidates (inferred): Hunan Yuneng, Shenzhen Dynanonic, Hubei Wanrun, BYD in-house | China | China | reported | inferred | none (industry structure) |
| not disclosed | Graphite anode material Candidates (inferred): BTR, Shanghai Putailai, Shanshan | China | China | reported | inferred | none (industry structure) |
| Pack and BMS | ||||||
| FinDreams Battery (BYD) Parent: BYD | Cell-to-body pack and BMS FinDreams Battery is China's top BMS installer, 32.4% share | China | China | in-house | confirmed | industry ranking (Gasgoo) BYD Battery Platforms |
| Thermal | ||||||
| not disclosed | Battery and cabin thermal system Likely BYD in-house within the 12-in-1 rear e-drive and pack; valve candidates Sanhua, Dunan (inferred) | China | China | reported | inferred | none EV Thermal Management Systems |
| Motor and drive | ||||||
| FinDreams Powertrain (BYD) Parent: BYD | 580 kW rear motor, 30,511 rpm, inside 12-in-1 e-drive 16.4 kW/kg; FinDreams is 27.3% of China motor installs | China | China | in-house | confirmed | company release Traction Motors and Magnets |
| FinDreams Powertrain (BYD) Parent: BYD | 230 kW front motor (AWD) | China | China | in-house | confirmed | press report Traction Motors and Magnets |
| Magnets and rare earths | ||||||
| JL Mag Rare-Earth | Sintered NdFeB magnets BYD is a named JL Mag customer; Han L-specific supply not disclosed | China | Ganzhou, Baotou, Ningbo, China | reported | inferred | company customer list Magnet Manufacturing for Motors |
| Power electronics and SiC | ||||||
| BYD Semiconductor Parent: BYD | 1,500 V SiC power chips and modules 945-1,000 V platform; module confirmed in-house by FEV teardown | China | Ningbo and Shenzhen, China | in-house | confirmed | company release EV Power Semiconductors |
| not disclosed | SiC substrates for BYD Semiconductor Candidates (inferred): SICC, TankeBlue; China is now self-sufficient in 6 and 8 inch SiC substrate | China | China | reported | inferred | none EV Power Semiconductors |
| Compute and AI chips | ||||||
| NVIDIA | God's Eye ADAS SoC (Drive Orin X) Single Orin X at 254 TOPS on Han lidar trim; one US chip in an otherwise China ring | US | Samsung Foundry, South Korea (fab) | primary | reported | press report Vehicle ADAS Hardware |
| Sensors | ||||||
| Hesai | Roof lidar (God's Eye B) Hesai supplies 10+ BYD models from 2025; RoboSense also a BYD lidar supplier (second source inferred) | China | Shanghai, China | primary | reported | press report Vehicle LiDAR Sensors |
| not disclosed | 5 mmWave radars, 11 cameras Candidates (inferred): Huayu (HASCO) radar, Sunny Optical modules, OmniVision and SmartSens imagers | China | China | reported | inferred | press report (counts only) Vehicle Radar Sensors |
| Software and autonomy | ||||||
| BYD | God's Eye ADAS and DiLink cockpit software | China | Shenzhen, China | in-house | confirmed | company release BYD |
| Charging interface | ||||||
| BYD | Dual-gun 1,000 kW megawatt flash charging (vehicle side) About 400 km in 5 minutes | China | China | in-house | confirmed | company release BYD EV Platforms |
| BYD | Megawatt flash-charging cabinets and station network 10,000 stations by Aug 2026, 20,000 target end-2026; storage-buffered sites | China | China | in-house | confirmed | press report EV Charging Equipment |
| FinDreams Powertrain (BYD) Parent: BYD | Onboard charger FinDreams is 29.4% of China OBC installs; Han L unit not itemized | China | China | in-house | inferred | industry ranking (Gasgoo) EV Onboard Chargers |
| Final assembly | ||||||
| BYD Auto Parent: BYD | Vehicle assembly Not sold in US; 100% China ring apart from NVIDIA SoC | China | Shenzhen, Guangdong, China | in-house | reported | press report BYD |
Sources
Sources and scope
- Scope
- BYD Han L (Super e-Platform) supplier ring
- Sources
- ElectronsX flagship machine ring dataset: teardowns, company releases and filings, supplier disclosures and trade press; one source per row
- Updated
- 2026-10