New Energy Vehicles (NEVs) in China

ansy1968

Brigadier
Registered Member
Do you have a list of these projects?
@Tyler bro sorry I can't find the list (all 16 of them) BUT I have here an excerpt from our esteem member @superdog from his post 2 years ago (all his prediction is accurate to the tee, so Bro I hope you post more...lol) and an add bonus a mainland article about the 02 project.

antiterror13 said:
It doesn't say that the license is cancelled .... If it is it would force China to focus the resources to create similar technology and I have no doubt China would be successful doing it

Remember
* Top supercomputer after The US govt banned Intel to China .. China was in the top using its CPU
* Israel AWACS for China (stopped by the US) ... China developed KJ-2000, etc
* Arm embargo to China since 1989 ... Chinese indigenous weapon system developing so fast and now one of the most advanced
* CNC machine embargo ... you see who produce the most CNC? ..... yes China for about 80%
* Ban of China participation to Galileo ... China developed Baidou, now already global challenging GPS while Galileo still stuck
* Ban of China participation in ISS .... China go ahead with Tiangong 2 and soon Chinese large modular space station
* Etc, etc
* EUV embargo ...... guess what would happen ?
Click to expand...
Climbing the lithography tech tree requires decades of intensive research work, reacting after an embargo would be way too late.

The good news is that this has been in China's plans for decades.

The bad news is that the catch up game will still go on for many years, if not decades.

The saving grace is that if the semiconductor embargo intensifies, they will pour much more resources into this and catch up quicker.

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is China's ASML, it has been working on lithography machines since the 10th 5-year plan (2001-2005). If you go to its website you can see its most recent lithography product (SSB600 series) supports ArF light source dry lithography. This was announced in 2016, and machines with similar specification are typically used for making chips with process nodes of 130-65nm.

The SSB600 series was not commercially successful and still depended on some important foreign components. It was more of a research milestone rather than a business one.

The current product being developed by SMEE is said to be the SSB800 series, which is an ArF light source immersed lithography machine. This was funded by the "28nm node immersive lithography machine" topic, under the "02 project" and the 13th 5-year plan (2016-2020). Expected delivery is 2021. It can also be expected that the machine will have less foreign dependency, as local upstream suppliers (Beijing Guowang Optical Tech,
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, Changchun Institute of Optics etc.) are providing key components such as the light source, the optical system, and the "dual wafer stage" design, all of which are sub-topics in the 02 project.

It is important to understand that one generation of lithography machine corresponds to multiple generations of chip process nodes. How far the machine can be pushed also depends on the technical know-how of the foundry. For example, SMIC owns the same model of ASML ArF immersed lithography machines that TSMC used to make 1st gen 7nm chips, but SMIC only just started 14nm production. Getting a great sculpting knife doesn't mean you can immediately become a great sculptor.

We don't know what is the process node limit of the SSB800 series. It is technically in the same generation of ASML's DUV machines that TSMC pushed up to 7nm, but that took the most advanced foundry and a much more mature lithography product line to achieve. My guesstimate is that for the SSB800, 28nm would be a good initial trial target (also required by the national plan), and 10-14nm should be within reach after some adjustment and improvement. 7nm is questionable, I think it depends on how long China will get stuck on DUV.

To go beyond 7nm, it is necessary up a generation and get EUV lithography machines. I heard they've made good progress in EUV light source (which is a key technical challenge), otherwise little is known about the progress of a domestic EUV machine. I don't expect to see it soon, but it is in their plan for sure.

The difficulty to catch up in semiconductor manufactoring must not be underestimated, and China is one player that don't underestimate things. You know, the full name of the 02 project is "The project of manufacturing technology and complete sets of technology for very large scale IC's", but why do people call it the 02 project? Because it is considered the 2nd most important in all of China's 16 long term tech development projects.

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To establish a complete domestic chip industry chain, it must have its own light source and lens. Therefore, the 02 special project also established a ...
 

supercat

Major
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Yep, Geely is jumping in now:

Geely, Lifan form joint venture to tap battery swap market​

The joint venture plans to have more than 5,000 battery swap stations by 2025, covering more than 100 core cities, according to a December 31 report by Sichuan Daily.

The company will offer solutions including battery swap products and services to the cab market as well as to the general consumer, according to the report.

Its models will be built on the GBRC (Global Battery Rapid Change) platform, which can accommodate models with a wheelbase range of 2,700 to 3,100mm, covering cars, SUVs, MPVs, logistics vehicles, and light trucks, according to the report.
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BYD will start trading foreign exchange derivatives to hedge against fluctuations in exchange rate and interest rate.

BYD plans to conduct up to $4.3 billion in foreign exchange derivatives transactions as RMB appreciates sharply​

The varieties of foreign exchange derivatives transactions to be carried out by the company are all simple foreign exchange derivatives closely related to the underlying business, and such foreign exchange derivatives match each other with the underlying business in terms of variety, scale, direction and maturity, it said.

The RMB has appreciated sharply against the dollar over the past year, with the USD/RMB exchange rate appreciating from about 6.97 to about 6.4 at the start of the year, or about 8 percent.

Since this month, despite hawkish signals from the US Federal Reserve and a simultaneous cut in the benchmark interest rates by China's central bank, the RMB is still appreciating, with USD/RMB currently at about 6.34.
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CATL may expand its battery factory near Tesla's giga Shanghai:

CATL reportedly building new factory next to Tesla Giga Shanghai besides existing pack assembly plant​

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supercat

Major
The "solid state" battery mentioned is probably hybrid solid state, or semi solid. Full solid state battery is probably still at least 5 years away from mass production.

Hopefully, the policy-making morons in the U.S. will not kill BYD's school bus projects over there. Here is the type A school bus that was just unveiled by BYD:
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BYD's type D school bus:

Up to 6 Chinese auto makers, including Nio and Xpeng, will start to use made-in-China integrated die-casting machines to make chassis. The largest one may generate a pressure of 12,000 tons. In comparison, Tesla is using Italy made 6,000 ton machines for model Y, and is planning to use a 8,000 ton machine for its Cybertruck (its production is probably delayed to 2023).
 
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