Also license the Trumpchi name
New Energy Vehicles (NEVs) in China
- Thread starter supercat
- Start date
For EV makers like BYD, Geely and xiaomi, what is the percentage of tooling and production robots come from China at this point? If not totally localized yet, then they should avoid the same thing from happening as in the semi-conductor industry.
Eh, I wouldn't call this clickbait. It's a real problem happening right now, and publishing a story on it is legitimate reporting. The fact that it's a natural problem arising from EV strength doesn't make it any less of a problem. Suffering from success is still suffering. Nor can you accuse FT of reporting only on the negative aspect, since they have published many stories about said EV strength.
You can’t really take over the whole supply chain over night.
Dump all those ICE vehicles on Russia. They don't have the infrastructure for EVs there yet anyway. And start working on a strategy to move production to EVs long term. ICE is going to die for cars over the next decade. People need to accept it.
depend factories are different.
BYD for example uses its own AGVs and AMRs now. It's forklift have been paired with Cyngn tech for sales outside of China, not sure about within China.
Geely uses AGVs/AMRs from HikRobot (which is robotics division of Hikvision)
For robots, it's a combination of Kuka, ABB, Estun, Fanuc and Inovance probably. I wouldn't worry about it. The domestic market share is already 50% (not counting Kuka). BYD claims it uses the world's best spray robot for painting its cars. Does it really need to use the best? probably not.
oh and it builds its own robots
These are all different kind of smart forklifts/AMRs that BYD has in operation. Also the one below. they are moving pretty fast here
meh, some of my pictures are too large, but yeah. They make a lot of their own stuff. And these things are pretty advanced.
Stamping Press: Jier dominates this market
Die casting/gigapress: several players like
Haitian, Lijin, yizumi working on 10000 ton gigapresses.
Robots: numerous domestic players rapidly gaining market share in painting, welding and AGV
Machining centers: more complicated landscape. German and Japanese machine tools dominate ICE factories, especially grinding/milling machines for molds, engine parts and gears in gearboxes, but EVs give domestic machine tool makers new opportunities. Chinese players also doing well in new niche tools like laser cutting and 3D printers and doing not so well in old niche areas like EDM
Key components: sensors like interferometers, encoders and gratings are unexpectedly doing well thanks to advances in domestic semiconductor industry. Domestic servo motor/drives and reduction gears (both RV and harmonic type) for industrial robots now occupy over 50% market share, a rapid improvement from a few years ago. However, domestic key components for machine tools still lag far behind. Spindles, milling heads, ultra precise bearings have been indigenized only recently.
you usually ignore these type of posts but please read this time .. very informative for you..
this is DREAMPRESS 9000-TON GIGA PRESS DIE-CASTING MACHINE made by Chinese company ''LK Machinery'' .. this is the most important machine for automobile companies ..
China have many giants in this department..
Hongtu Technology Holdings
LK Machinery
Neta
Haitian
Neta, LK Technology to jointly develop 'world's largest' die-casting machine
Guangdong Hongtu Technology Holdings soared by the exchange-imposed limit today after the Chinese developer and operator of aluminum alloy die-cast equipment said that the world's largest set of machinery that makes very large molded components for new energy vehicles, which it developed together with a partner, is now in operation.
NIO/Xpeng and Tesla Model ''Y'' in Shanghai using their machines.. Hongtu Technology Holdings
for Stamping Press:- Chinese company JIER Machine-Tool Group Co., Ltd dominate the market
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for industrial robot. please read my recent post on ''Robotic'' thread. very information and will clear your doubts. Chinese domestic brands captured 50 percent domestic market. and break into high end components of industrial robots. decisively broke Japan monopoly. also successfully build local supply chain ..
for high end machine tools in ICE, Japan and Germany dominated for long. milling , grinding , CNC controller. but Chinese companies recently made huge progress in this sector. completely localized all core parts like milling heads, ultra precise bearings. domestic share of high end CNC machine went from 2 percent to 35 percent as of 2022..
This is ''HuazhongCNC'' High end CNC milling machine..
this Chinese made high end CNC milling machine cutting combustion engine inside part .. very rare feat.
these machine usually dominated by Japan and Germany .. this Chinese made machine is as good as '' FANUC CNC milling controller'' as per the company's own statement ..
By the way, Hong Kong's LK Technologies also owns Italy's IDRA, which makes gigapress for tesla factories.