BYD delays Great Tang as preorders outrun Blade Battery 2.0 supply
CarNewsChina reports the refreshed Tang SUV launch has slipped after preorders hit 100,000 and newer Blade cell output could not keep pace.
Yair Knijn
Founder & editor-in-chief
- BYD
- Blade Battery
- China EV
- supply chain
Chinese automaker BYD has pushed back the launch of its refreshed Great Tang SUV, according to CarNewsChina. The same outlet says preorders reached 100,000 units and that Blade Battery 2.0 supply could not keep pace with that demand. CarNewsChina had earlier flagged a June 8 launch window for the model in its own reporting. The delay is short on paper. The signal it sends about cell capacity is louder than the slip in the calendar.
What the report says
Per CarNewsChina, the postponement is a battery supply issue rather than a vehicle issue. Pre-sales opened, demand ran ahead of forecast, and the Blade Battery 2.0 packs needed for early deliveries are the constraint. No new launch date is given in the source. Customers who placed deposits should expect staggered deliveries rather than a single ship date.
The number worth marking is 100,000. CarNewsChina frames it as the proximate cause of the slip, and it is a large order book for a single nameplate refresh. AutonomyEV has not seen an independent confirmation from BYD, a Chinese regulatory filing, or a second newsroom. The 100,000 figure, the delay, the prior June 8 date, and the framing of Blade Battery 2.0 as a distinct newer pack all rest on CarNewsChina's reporting alone for now. Treat the entire story as single-sourced until BYD or its corporate site publishes a statement or specifications.
AutonomyEV's opinion
A delivery slip on a high-demand SKU is not a crisis. It is the predictable result of opening preorders on a vehicle whose cell line has not finished ramping. The interesting question is whether BYD keeps doing it. If subsequent launches open order books before newer Blade output catches up, the company is effectively using customer deposits as a forecasting tool. That works once. It erodes trust the second and third time.
There is a competitive read too. Any rival LFP cell maker that can deliver comparable energy density at volume in the second half of 2026 gets a real opening while BYD rations its newest packs across its own nameplates. We have not seen public confirmation of which other BYD models share the same cell line, so treat the internal-queue argument as inference rather than fact. The technical positioning of Blade Battery 2.0 against the original Blade also belongs in the inference column until BYD publishes specifications. The Tang delay by itself is small. The capacity story implied behind it is the one to track, and it needs a second source before it can be called more than a single-outlet report.
Source notes
- BYD Great Tang launch delayed as 100,000 preorders strain Blade Battery 2.0 supply, report says, supports: Great Tang launch postponed after preorders reached 100,000 units and Blade Battery 2.0 supply could not keep pace, per CarNewsChina; same outlet had previously flagged a June 8 launch.
- BYD Company official site, supports: BYD is the Chinese automaker that produces the Tang SUV family and the Blade Battery product line.
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