New Energy Vehicles (NEVs) in China

mossen

Junior Member
Registered Member
I think BYD's and Tesla's decision to vertically integrate as much as possible are key reasons why they are so successful. Tesla's insistence on its own charging network and now even its own AI chips for self-driving will continue to pay dividends for years to come. BYD's battery integration is giving it unique advantages.

For legacy carmakers, they got used to a business model where almost everything that could be outsourced was also outsourced. The only real key differentiator was the engine. That's no longer a viable strategy in the EV era.
 

mossen

Junior Member
Registered Member
Many of you already know this but still worth pointing out:

batteries.png

I don't know how Western policymakers plan to unseat China's dominant position. A lot of the battery investment in the West comes from Chinese OEMs.

CATL is investing big in Hungary and Germany. Ford is teaming up with them in the US. Gotion is making investments in Europe. So even as the non-China share will increase, a lot of that will be driven by Chinese firms.
 

SDtom

New Member
Registered Member
Many of you already know this but still worth pointing out:

View attachment 110613

I don't know how Western policymakers plan to unseat China's dominant position. A lot of the battery investment in the West comes from Chinese OEMs.

CATL is investing big in Hungary and Germany. Ford is teaming up with them in the US. Gotion is making investments in Europe. So even as the non-China share will increase, a lot of that will be driven by Chinese firms.

Chinese battery makers, relative to many other foreign ones, might have a leading edge on battery tech and production atm. However, one problematic possibility is that a foreign entity might acquire China's battery tech through buy out, co-production, or simple bribery/corruption. I hope the Chinese government will make some laws that will/can prevent high tech transfer to other countries.
 

sndef888

Captain
Registered Member
Huawei should just make their own car or try to cultivate a relation with one or two dedicated car companies, even if they have to finance them.

Google also only had one or two phone companies use Android when they started out.
At this point, Huawei's brand name in the auto industry is already tarnished due to stupid statements in the past and the wishy washy attitude with the AITO cooperation.

Carmakers dislike Huawei because they want to take over everything, including the drivetrain which is the core technology of a car. There's also the fear of sanctions resulting in your whole car being unsellable overseas without huge changes.
Customers no longer understand the appeal of Huawei tech, they basically view it as just installing a Matepad on the dashboard which means there's no real reason to choose it over a non-Huawei involved car

Huawei's best bets for the future would be to exit the drivetrain part entirely and focus on:
-creating a fully domesticized ADAS solution including the algorithms, LIDAR/cameras, steering control, brake control
-expanding Hicar so that all Androids can use it
-voice control solution including algorithms, interior motor/lighting control

These areas (heavy software) are the areas that traditional automakers aren't worried about since they're usually outsourced anyway (and plug and play so they can be easily replaced/removed in case of sanctions).

And customers can easily understand the product and want it in their car (eg Hicar is much loved because of how much smoother it is compared to Android Auto / Baidu Carlife)


As for more commoditized parts like 5G chips, auto chips, infotainment unit, power electronics, they can simply be another supplier in the sea of suppliers without all the hoohaa about Huawei inside
 
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tphuang

General
Staff member
Super Moderator
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Yuanwang U9 to be displayed at Shanghai Motor Show, which is probably the world's most important auto show of this year

It is also bringing T-4K light truck to the korean market. Interesting that BYD is trying to establish brand in Korea before bringing PVs there

Qin+ EV is also unveiled. Uses E 3.0. BYD is basically unchallenged in the sub 200k market, Especially after it adds Seagull
 

henrik

Senior Member
Registered Member
Chinese battery makers, relative to many other foreign ones, might have a leading edge on battery tech and production atm. However, one problematic possibility is that a foreign entity might acquire China's battery tech through buy out, co-production, or simple bribery/corruption. I hope the Chinese government will make some laws that will/can prevent high tech transfer to other countries.

Chinese government already has laws preventing CATL from selling its best battery technology.
 

siegecrossbow

General
Staff member
Super Moderator
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Model-wise, over Q1 2023 the BYD Atto 3 spectacularly takes the lead and a frank one at the with 5.3% share. It sold 2,865 units in January for a 6.1% market share. The Mazda2 (+42%) follows at 3.2% of the market while the Geely Geometry C (+313%) rounds out the podium above the Hyundai Tucson (+5.1%) and i10 (+340.8%). The Chery Tiggo 8 Pro makes it three Chinese nameplates in the Top 6. The Kia Niro (+17.1%), Hyundai Elantra (+24%) and i20 (+189.5%) all outpace the market in the remainder of the Top 10 whereas the Kia Picanto (-50.8%) sinks.
 
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