As far as I can tell, BYD standards are still very high.
New Energy Vehicles (NEVs) in China
- Thread starter supercat
- Start date
As far as I can tell, BYD standards are still very high.
Huawei putting AITO M7 into market. The M5 is already up to over 7000 units a month, so doing pretty well.
This was already reported on Electric Viking's channel, but BYD's entry into Australia has been delayed due to production.
It sounds to me like BYD's customer service (at least the communication part of it) needs a lot of improvement. Ideally, they will have this all sorted out when they enter a much larger market like the North American one. Western markets aren't like the Chinese one. BYD management needs to hire more people needed to be able to reply to customer emails/phone calls in local languages.
More from Brazil.
25 stores established already and 45 to be established by the end of the year. Looking to bring on Song+ DM-i, Qin+ DM-i or Destroyer 05.
So here is the dilemma facing any auto manufacturer in China. There seems to be unlimited demand for EVs. Therefore, you want to increase your production rate as quickly as possible. But everyone else is doing the same. So at the end of the day, you have to delay delivery if you cannot ramp up to the numbers you were hoping for. As impressive as BYD's June production was, it's still lower than what they planned for in the optimistic ramp up. As such, customers are facing long delays and placing orders with Huawei or legacy ICE cars. At this point, I'd be very concerned about Huawei if I were BYD.
Anyhow, on to battery front. It seems to me China has selected LFP as the type they want for energy storage.
This was already reported on Electric Viking's channel, but BYD's entry into Australia has been delayed due to production.
It sounds to me like BYD's customer service (at least the communication part of it) needs a lot of improvement. Ideally, they will have this all sorted out when they enter a much larger market like the North American one. Western markets aren't like the Chinese one. BYD management needs to hire more people needed to be able to reply to customer emails/phone calls in local languages.
More from Brazil.
25 stores established already and 45 to be established by the end of the year. Looking to bring on Song+ DM-i, Qin+ DM-i or Destroyer 05.
So here is the dilemma facing any auto manufacturer in China. There seems to be unlimited demand for EVs. Therefore, you want to increase your production rate as quickly as possible. But everyone else is doing the same. So at the end of the day, you have to delay delivery if you cannot ramp up to the numbers you were hoping for. As impressive as BYD's June production was, it's still lower than what they planned for in the optimistic ramp up. As such, customers are facing long delays and placing orders with Huawei or legacy ICE cars. At this point, I'd be very concerned about Huawei if I were BYD.
Anyhow, on to battery front. It seems to me China has selected LFP as the type they want for energy storage.
My read is that BYD should be more concerned with Tesla than Huawei
I read that as a negative list against Ternary or sodium-sulphur batteries.
For grid-storage, I would expect Sodium-ion batteries to be preferred over LFP. They might only be half the cost. But assumes sodium-ion batteries are available in large quantities.
broadsword
Brigadier
Why has LFP been selected over sodium for storage?
Sodium sulfur batteries operate at high temperature, so there are inherent safety risks there. They use sodium metal as well, I'm sure you remember the high school chemistry demos where the teacher dumped a lump of sodium into a beaker of water.
Sodium ion batteries are very different, they operate analogously to lithium ion batteries. Already CATL's first generation sodium ion batter has specific energy density comparable to LFP. Better yet, its anode and cathode materials are readily available - charcoal and an easily produced organic compound. Grid storage is a very promising application for them; I consider lithium too valuable to waste on something like grid storage.
Maybe internationally. I think Tesla is getting increasingly uncompetitive in China due to its lack of investment in smart driving. Long term, there is really not many players who can potentially compete against BYD in power chips, autonomous driving, electric train. They can always use CATL batteries and get a bunch of struggling/start up manufacturers to use their technology.
But I did just read that the new Huawei AITO M7 is using a bunch of BYD semiconductor technology (smart key, AC compressor and PTC?). So maybe they are not that afraid of Huawei competition. They just built their 10 millionth smart key
FinDream (BYD battery unit)'s Jinan factory phase 1 (15 GWh) coming online on July 15th. This is mainly for external customers. Maybe for Tesla?
No question Sodium-ion battery would work also. At this point, I'd say LFP is quite far along in commercialization. Even though sodium-ion battery should be cheaper than LFP battery in terms of materials, all the LFP factories that have already been built points to lower cost/higher volume LFP energy grid storage for a while. If you look at something like this.
It'd take a while for sodium-ion batteries to gain market acceptance. At this point, LFP energy storage's main competitor is still ternary batteries.
Hendrik_2000
Lieutenant General
I don't understand how ternary batteries can still be competitive against LFP for grid-storage applications.
They are higher cost, more dangerous and don't last as long as LFP batteries.
Weight isn't an issue if they are stationary
broadsword
Brigadier
Actually, I was referring to Sodium-ion for grid storage. China did not choose it because it is still new?