New Energy Vehicles (NEVs) in China


KYli

Senior Member
Kirin 710 used with SMIC 14nm is already used on a Huawei tablet so its possible Huawei will still survive using low to medium ranged phones for a while.
SMIC has said that it couldn't provide chips to Huawei. So unless SMIC got sanctioned also, I doubt Huawei could rely upon SMIC.
 

galvatron

Junior Member
Registered Member
They need to promote Chinese brands of EV as much possible. Local brands like Nio, Li Xiang and BYD are way better than Tesla, whose battery technology depends on Panasonic anyways. Besides the Tesla platform is vulnerable to US sanctions. Who knows if there are spying stuff on these Tesla cars? Maybe they can even easily deactivate the whole car.
 

KYli

Senior Member
That is straight out wrong.

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Unless the Chinese government demands SMIC to keep supplying Huawei or SMIC got sanctioned. It doesn't look like SMIC could continue to supply Huawei. Kirin 710A was contracted last year. If Trump didn't widen the ban, Huawei would have contracted 720 in 10nm to SMIC for test production this year.

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SMIC says it 'will abide by local law,' in response to US trade ban

China's Semiconductor Manufacturing International Corporation (SMIC) said it will "abide by local laws on business and operate accordingly," in response to an investor inquiry about the company's ability to produce high end chipsets for Huawei, after the US banned any company that uses US equipment from supplying Huawei.

According to sns.sseinfo.com, a public forum for investors and companies listed on the Shanghai Stock Exchange, several investors have asked the company about its ability to make the HiSilicon chipsets based on 14nm technology. Despite repeated inquiries from investors, this is the first time that SMIC has directly responded to the question.

There have been high hopes that SMIC could replace Taiwan Semiconductor Manufacturing Company (TSMC), after TSMC was restricted by the US from supplying Huawei under a ban that was expanded to cover all companies that use US equipment.

The US ban, which was introduced on May 15, said that all suppliers using US equipment have to attain a license before providing anything for Huawei. According to media reports, TSMC will have to finish all existing orders by September 14. The company is reported to have already stopped taking new orders from Huawei.

In a previous response, SMIC said it has reached mass production of the 14nm chipsets.

SMIC was recently listed in Shanghai after its Hong Kong listing. It witnessed a staggering 246 percent jump in its share price earlier in July, following its debut on Shanghai's Sci-Tech innovation board.

Global Times
 

Tam

Colonel
Registered Member
Unless the Chinese government demands SMIC to keep supplying Huawei or SMIC got sanctioned. It doesn't look like SMIC could continue to supply Huawei. Kirin 710A was contracted last year. If Trump didn't widen the ban, Huawei would have contracted 720 in 10nm to SMIC for test production this year.

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SMIC says it 'will abide by local law,' in response to US trade ban

China's Semiconductor Manufacturing International Corporation (SMIC) said it will "abide by local laws on business and operate accordingly," in response to an investor inquiry about the company's ability to produce high end chipsets for Huawei, after the US banned any company that uses US equipment from supplying Huawei.

According to sns.sseinfo.com, a public forum for investors and companies listed on the Shanghai Stock Exchange, several investors have asked the company about its ability to make the HiSilicon chipsets based on 14nm technology. Despite repeated inquiries from investors, this is the first time that SMIC has directly responded to the question.

There have been high hopes that SMIC could replace Taiwan Semiconductor Manufacturing Company (TSMC), after TSMC was restricted by the US from supplying Huawei under a ban that was expanded to cover all companies that use US equipment.

The US ban, which was introduced on May 15, said that all suppliers using US equipment have to attain a license before providing anything for Huawei. According to media reports, TSMC will have to finish all existing orders by September 14. The company is reported to have already stopped taking new orders from Huawei.

In a previous response, SMIC said it has reached mass production of the 14nm chipsets.

SMIC was recently listed in Shanghai after its Hong Kong listing. It witnessed a staggering 246 percent jump in its share price earlier in July, following its debut on Shanghai's Sci-Tech innovation board.

Global Times

It says abide by local law. That is Chinese law. It didn't say it will abide US law.
 

KYli

Senior Member
It says abide by local law. That is Chinese law. It didn't say it will abide US law.
It also reported that SMIC has stopped taking Huawei orders. In addition, SMIC CEO mentioned in quarterly report that the US sanctions would affect its sales to a major client. Huawei's Consumer Business Unit CEO was quoted saying Kirin couldn't be produced after September 15.

I am not saying SMIC couldn't supply chipsets to Huawei in the near future. I am saying in the short term SMIC might choose to stop taking orders from Huawei to reassess its equipment, process and the impact of the sanction before making any move. The US election would also dictate what China and SMIC would do. SMIC is at the stage of major expansion so it is understandably that it wouldn't like to be put in the entity list.

It is also likely Huawei could work with Hua Hong Semiconductor since Huahong has less to lose and more to gain to cooperate with Huawei.


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"From Sept. 15 onward, our flagship Kirin processors cannot be produced," Yu said, according to Caixin. "Our AI-powered chips also cannot be processed. This is a huge loss for us."
 

supercat

Junior Member
  • Thread Starter Thread Starter
  • #67
Notice that the car sales record for the U.S. was less than 19 million a year. In contrast, by 2035, China hopes to sell 20 million NEVs out of a total of 40 million units, as well as 1 million fuel-cell commercial vehicles.
Half of All Cars Sold in China by 2035 Will Be NEVs, Industry Group Says
(Yicai Global) Oct. 28 -- New energy vehicles will account for more than half of all new cars sold in China by 2035 as the world’s biggest auto market is embracing cleaner transport options, according to an industry group.

The NEV sales ratio will be 20 percent by 2025, the China Society of Automotive Engineers also predicted in a report published yesterday. China-SAE, which is involved in creating domestic vehicle policies, surveyed 1,000 experts in the sector.

Such an increase would be major. Last month, NEVs made up about 5 percent of total car sales at 130,000 units, according to the China Association of Automobile Manufacturers.

The total number of vehicles made and sold in the country each year should total 32 million units by 2025, 38 million by 2030, and 40 million by 2035, the report said. Last year, the figure was 25.8 million, an 8.2 percent drop from a year earlier amid a rare downturn in the sector, according to CAAM data.

China-SAE added that more than 95 percent of the NEVs will be battery-electric by 2035. The rest will be hybrids. At that point, China should also have about 1 million hydrogen fuel cars as commercial vehicles turn increasingly emission-controlled.
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Crang

Junior Member
Registered Member
China’s Homegrown Electric Car Market Isn’t Ready to Travel

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Another doom and gloom article. Very America-centric. It says China's EV makers will fail abroad because they will fail in America. I mean, I'm pretty sure the EV makers wouldn't bank on USA because USA would say Your Chinese electric vehicle is a National Security Threat. On the other hand, Europe and other regions are good places to expand, since the compact EVs that many Chinese EV manufacturers produce would suit European cities. But the article concluded that because Chinese EVs won't work well in USA, they won't be able to expand outside China. Very doom and gloom.

Even then, there are vehicles like BYD's Han and Tang with the range to travel long distances.

EV startup XPeng begins exports to Norway
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BYD launches Tang electric SUV in Norway, plans expansion in Europe
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  • It’s all going to start with the new Tang EV. The new version of the vehicle is going into production in November 2020 and customer deliveries in Norway are expected in January next year.
  • The current version starts at 260,000 Yuan before incentives, which is the equivalent of $36,000 USD or 350,000 Norwegian Krones.
  • It is equipped with an 82.8 kWh battery pack, which they claim is good for over 300 miles (482 km) of range on a single charge.
 

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