New Energy Vehicles (NEVs) in China

tphuang

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ThatNiceType055

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No idea if it will ever make it to production, but this golden sunflower concept looks SICK from this angle

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interestedseal

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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.
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Latest update regarding high end 5-axis cnc machine tool situation. NEV replaced aerospace as the largest market for 5axis machine tools in 2023. Also 5 of top 10 5axis cnc machine makers are domestic, with Jingdiao being the top seller
 

broadsword

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Latest update regarding high end 5-axis cnc machine tool situation. NEV replaced aerospace as the largest market for 5axis machine tools in 2023. Also 5 of top 10 5axis cnc machine makers are domestic, with Jingdiao being the top seller

For anyone interested to know more about the capabilities of Jingdiao's CNC machines:
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tphuang

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supercat

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The West really worries about China's EV industry. They write about it almost on a daily basis.
The original article was published on the New York Times.

China’s electric cars keep improving, a worry for rivals elsewhere​

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Even Tesla is on shaky ground.

Elon Musk Can’t Solve Tesla’s China Crisis With His Desperate Asia Visit​

Tesla’s deal with Baidu isn’t new, the mapping data Tesla will collect likely can’t leave China, and Full Self-Driving can’t compete with the more advanced Chinese alternatives.
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SAIC-GM-Wuling's Baojun Cloud, which looks like the BYD Dolphin, is going to Indonesia.
hTEn4yb.jpg

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In-cabin lidar is coming.

No more warts on EVs: Hesai brought in-cabin lidar to Beijing, mass production to start in Q2 2025​

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