Industry Revenues:

• Electronics Manufacturing: 60%
• Automotive Components: 25%
• Energy Storage Solutions: 15%

TOP 3 Markets:

• China: 45%
• USA: 25%
• Europe: 20%

BYD Electronic (International) Company Limited generates the majority of its revenues from electronics manufacturing, followed by automotive components and energy storage solutions. The Chinese market is the largest revenue contributor, attributed to its strong presence and demand in the domestic market. The USA and Europe are also significant markets served through the export of electronics and automotive components.

Production Sites: China, India, Vietnam

BYD Electronic (International) Company Limited mainly produces its products in China, where it operates several large manufacturing plants. These sites are strategically located in different provinces to optimize logistics and keep production costs low.

In addition, the company has expanded its production capacities in India and Vietnam in recent years. This expansion serves not only to diversify supply chains but also to tap into new markets and leverage local advantages, such as lower labor costs and trade benefits.

Revenue Growth: Estimated 10-12% annually (2025)

Focus on Electromobility and Battery Technology:

BYD Electronic (International) Company Limited is pursuing a strategy of diversification and expansion in the fields of electromobility and battery technology. The company is heavily investing in the development of new battery technologies to solidify its position as a leading provider in the e-mobility industry.

Expansion of Production Capacities:

Another strategic focus is on expanding production capacities, especially in new markets outside of China. BYD plans to modernize its production facilities and build new plants to meet the increasing demand for electric vehicles and electronic components.

Boosting R&D Investments:

Furthermore, BYD is increasing its investments in research and development to develop innovative products and achieve technological advancements. This includes both enhancing existing products and developing new technologies to support the company's future growth.

Main raw materials: Lithium, Nickel, Cobalt, Copper

Countries of origin:

• Lithium: Australia, Chile
• Nickel: Indonesia, Philippines
• Cobalt: Democratic Republic of the Congo
• Copper: Chile, Peru

BYD Electronic (International) Company Limited sources a variety of raw materials crucial for the production of batteries and electronic components. Lithium, essential for the manufacturing of lithium-ion batteries, is mainly imported from Australia and Chile. These countries are leading in lithium production and provide stable supply chains.

Nickel, also necessary for batteries, primarily comes from Indonesia and the Philippines, which are among the world's largest nickel producers. Cobalt, another key component of batteries, is mainly sourced from the Democratic Republic of the Congo, responsible for a significant portion of global cobalt production.

Copper, indispensable in many electronic applications, is predominantly imported from Chile and Peru, known as leading copper producers. These raw materials are vital for BYD's competitiveness in the electric vehicle and consumer electronics sectors.

Market share in electronics manufacturing: 8% (2024, estimate)

R&D expenses: 10% of revenue (2024)

BYD Electronic (International) Company Limited has established itself as a significant player in the electronics manufacturing industry, particularly through its strong presence in the production of mobile phone components and other electronic parts. A key competitive advantage of the company lies in its vertical integration and close connection to its parent company BYD Company Limited, enabling it to leverage synergies in production and research and development.

The continuous investments in research and development, accounting for approximately 10% of revenue, underscore the company's commitment to innovation and technological advancement. This strengthens its position in the market as it is able to offer advanced and cost-effective solutions.

Furthermore, BYD Electronic benefits from the growing demand for electronic devices and expansion into new markets, further enhancing its competitiveness. The company's competitive advantage is reinforced by its ability to quickly respond to market changes and deliver tailored solutions to its customers.

Institutional Investor Share: 45% (estimated, 2025)
Insider Buys/Sells: No significant transactions in the last quarter (2025)

The institutional investor share in BYD Electronic is estimated to be around 45%. This indicates a strong interest from institutional investors in the company, reflecting confidence in the company's strategy and growth potential.

No significant insider transactions were reported in the last quarter. This could suggest that the management is satisfied with the current valuation of the company or does not expect any significant changes in the company's strategy or performance.

Market share of BYD Electronic (International) Company Limited: Estimate: 5-7% (2025)

Main competitors and their market shares:

1. Foxconn (Hon Hai Precision Industry Co., Ltd.): Estimate: 40-45%
2. Pegatron Corporation: Estimate: 15-20%
3. Wistron Corporation: Estimate: 10-12%
4. Flex Ltd.: Estimate: 8-10%
5. Jabil Inc.: Estimate: 7-9%

Moat of BYD Electronic:

BYD Electronic has a moderate moat, mainly driven by its vertical integration and the support from its parent company BYD Company Limited. This integration enables cost efficiency and quick adaptation to market changes. Additionally, the company benefits from BYD's strong position in the electric vehicles sector, potentially creating synergies and new business opportunities.

In comparison to competitors like Foxconn, which have immense production capacity and long-standing relationships with major technology companies, the moat of BYD Electronic is less pronounced. Foxconn holds a significant advantage due to its size and experience, especially in mass production and supply chain management.

Pegatron and Wistron also benefit from established customer relationships and a wide product portfolio, giving them a certain competitive edge. Flex and Jabil excel in their global presence and manufacturing flexibility.

Overall, BYD Electronic has a solid but not outstanding moat compared to its larger competitors. The competitive advantage could be enhanced through further innovations and a stronger diversification of the customer base.

Revenue Growth: 18% (2024)

Profit Growth: 14% (2024)

Market Share in Electronics Manufacturing: 12% (2024)

BYD Electronic (International) Company Limited recorded strong revenue growth of 18% in 2024, driven by increasing demand for electronic products and expansion into new markets. The company has expanded its production capacities and invested in new technologies to strengthen its competitiveness.

The profit growth of 14% during the same period indicates that BYD Electronic is not only able to increase revenue but also operate efficiently and control costs. This suggests solid financial health and a good management strategy.

With a market share of 12% in electronics manufacturing, BYD Electronic holds a strong position in the industry. This market position allows the company to benefit from economies of scale and strengthen its bargaining power with suppliers and customers.

In summary, BYD Electronic represents a promising investment due to its robust growth, market position, and strategic investments. However, potential investors should also consider external factors such as market trends and geopolitical developments that could impact future performance.

Dividend payment: No dividend (as of 2025)

BYD Electronic (International) Company Limited has not paid any dividends in the past. Instead, the company focuses on reinvesting its profits into the growth and expansion of its business.

This strategy is typical for companies in the technology and electronics industry that require high investments in research and development. Therefore, it is unlikely that BYD Electronic will pay a dividend in the near future, as the focus remains on expanding market share and technological innovation.