New Energy Vehicles (NEVs) in China

tphuang · May 4, 2023

More details from all roads lead north to BYD

https://twitter.com/i/web/status/1654292536838553601

pretty exciting times ahead for BYD/Fudi in supplying external clients

Also launching Han, Dolphin & Yuan+ in Ecuador

https://twitter.com/i/web/status/1654180273754460177

tphuang · May 5, 2023

pretty good link that @tokenanalyst posted on semi thread

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good rundown on all the SiC projects in China

tphuang · May 5, 2023

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AccoPower to produce 20 wpm of 6-inch Sic wafers and 20k wpm of 8-inch Sic wafers by end of 2024. The projects are to launch by May, so now basically

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位于长沙高新区被誉为国内首条
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全产业链生产线的湖南三安半导体产业园项目一期建成投产，一旦正式量产，月产能可达30000片6英寸碳化硅晶圆。

another company SanAn producing 30k 6-inch Sic wafers per month. Again, there are other examples from that link

I anticipate mass adoption of SiC going forward

ficker22 · May 5, 2023

sndef888 said:
BYD begin sales in Portugal in May. Still the same 3 models for some reason

BYD also arrived in Germany and I see them more frequently than NIO's. The most Chinese NEV cars I see on the streets are polestars.

Tam · May 5, 2023

BYD Yangwang U8 being tested in the Gobi Desert. Think US$160,000 and 1100hp super SUV.

supersnoop · May 5, 2023

ficker22 said:
BYD also arrived in Germany and I see them more frequently than NIO's. The most Chinese NEV cars I see on the streets are polestars.

I see Polestar everyday now in Toronto
They lowered the price recently in Canada and now it is eligible for the government incentive
I saw the rare Polestar 1 a few weeks ago

tphuang · May 5, 2023

Chinese cars will blow a lot of people's mind. LiAuto is going to sell well because the product is really good

https://twitter.com/i/web/status/1654507206455496704

these are not cars anymore, they are moving homes

supersnoop · May 5, 2023

tphuang said:
Chinese cars will blow a lot of people's mind. LiAuto is going to sell well because the product is really good

https://twitter.com/i/web/status/1654507206455496704
these are not cars anymore, they are moving homes

Just a little trash compartment? The car doesn't incinerate it with a plasma arc?
Total Fail

tphuang · May 5, 2023

https://twitter.com/i/web/status/1654576618101243905

BYD coming out with new lower priced version of Seal. I'm surprised at how low they are going here actually. I don't think the margins are going to be great. But given where sales of Seal is at right now, I'm not surprised they are making this move

mossen · May 5, 2023

Meanwhile Tesla is moving the other direction in China...

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Seems they are throwing in the towel in the price war they themselves started.

New Energy Vehicles (NEVs) in China

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