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I believe that this has to do with the model count model health, @ 12 models with 308 hp per model individual models are still pretty vulnerable to getting one shot by alot of the popular SEM's. 280 Ap damage is not unheard of on alot of the popular really good SEMs like Star dragons, Shaggoths, necrosphinxes, HPA's, Arachnaroks, Terrorgheists, Feral carnasaurs, and Ancient stagadons all have 280 ap damage minimum and with 100+ non ap damage I dont think its uncommon for them to hit that 308 damage threshhold.
I suggest perhaps -reduce armour by 10 -increase 25% physical resist -Add 5% missile parry, -Double the unit size -reduce hp per model by 98. - Reduce BVI by 15 - Increase BVL by 13 - Increase AP damage by 2 -Increase speed by 4 -Add helmets to all models.
These changes will bring them more in line with cavalry that exist at a similar price point such as demigryph halberds and Dragon princes in addition to helping them fight back against the monsters they suffer most against by having BVL and physical resistance. Also good gods they have some ugly mugs. adding helmets should increase their pick rate by about 84%
In addition apocalyptic charge kind of blows on account of the fact it only seems to trigger once, it even seems to trigger when not charging enemies, and triggers any time someone comes close or flies overhead. Perhaps it should become a map wide passive that is constantly on and is disabled permanently once a units first charge bomus wears off.