New Energy Vehicles (NEVs) in China

Tam

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Economist just called BYD the Toyota of EVs. I think they saw my posts here and copied my messages.

More justly, BYD should be called the Samsung of EVs. Why Samsung? Samsung has an integrated parts chain of its own --- SOC, memory, camera sensor, 4G/5G modem, display screen, battery --- that is can create a smartphone entirely with Samsung labeled parts. I think that is what BYD can do with its own parts chain.

Despite its size and brand, Toyota doesn't have an integrated parts chain, as it still sources parts from different suppliers.
 

henrik

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More justly, BYD should be called the Samsung of EVs. Why Samsung? Samsung has an integrated parts chain of its own --- SOC, memory, camera sensor, 4G/5G modem, display screen, battery --- that is can create a smartphone entirely with Samsung labeled parts. I think that is what BYD can do with its own parts chain.

Despite its size and brand, Toyota doesn't have an integrated parts chain, as it still sources parts from different suppliers.

How about the byd brand tires for the cars? Since byd already makes its own chips, the sand can be used to make its own car glass windows.
 

supercat

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Economist just called BYD the Toyota of EVs. I think they saw my posts here and copied my messages.
The Economist just can't help themselves. Even in a supposedly positive article about a Chinese company, they have to put the menacing dragon caricatures there to vilify China.

China will electrify all vehicles in the public sector eventually. The first stage will be 2023-2025.
The public sector vehicles in the document include public service vehicles, city buses, cabs, sanitation vehicles, express delivery vehicles, logistics and distribution vehicles, and airport vehicles, and the pilot period is from 2023 to 2025.
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Volvo will launch a lot of EVs in the next couple of years, including an electric MPV based on Geely's Zeekr 009. Volvo is planning to be an all NEV automaker by 2030.
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tphuang

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I like it, German press are doing some positive reporting on BYD Atto 3 and blade battery. Showing the nail test.
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Not only that, you can win a prize of Atto 3. Last year a BMW/Mercedes were raffled off and this year a BYD, times have really changed.
 

tphuang

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Denza D9 EVs are getting delivered in February
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before this, all deliveries were DM-i version

And this is great for BYD. All the commercial vehicles in China are going to become electrified by 2025. Given BYD's full lineup, they should be able to compete everywhere.
 
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