These S800 are in the same class as Maybach, so they are not expecting to sell as many worldwide.
New Energy Vehicles (NEVs) in China
- Thread starter supercat
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These S800 are in the same class as Maybach, so they are not expecting to sell as many worldwide.
This is BYD's response to the leak of its demand for 10% discount. This is just starting of negotiation for pricing next year.
Volume for lower price. that's normal.
FangChengBao Bao-8 has been a huge revelation since it's been launched. Taking market share away and gaining sales from top rivals.
Z9 deliveries will start on Dec 1, let's see how it does
Z9 deliveries will start on Dec 1, let's see how it does
Sensetime is getting into offering ADAS products from 80 TOPS to 200+ TOPS. Again, keep this in mind for BYD's low cost ADAS solution.
Exclusive: China's Hesai to halve lidar prices next year, sees wide adoption in electric cars
- Next-generation lidar product to be under $200 next year
- Price drop may make use of lidar appealing for even budget EVs
- Use of self-developed chips, more output to enable price cuts
- Shares up 44% Tuesday after break-even forecast for this quarter
"Chery Automobile Co. Ltd. has become the first Chinese automaker to produce cars in Europe. The Ebro S700, which started rolling off the production line in Barcelona Saturday, is the first model that Chery is making with its joint venture partner EV Motors SA. The Spanish carmaker signed a joint venture agreement with Chery in April to develop electric vehicles together. EV Motors owns the Ebro brand. The two companies are manufacturing the S700 in a former Nissan Motors Co. Ltd. factory that shut down in 2021. Producing vehicles for the local market in Spain will help Chery sidestep the EU’s recently raised tariffs on China-made EVs."
why does this need to be given an "exclusive" report? It's been reported for a while now from Robosense and Hesai that cost will come below 1500 RMB. BYD has said it can lower lidar cost to 900 RMB.
BYD's proposed plant in Turkey sparks vision of "Chinatown" there
Shark 6 has nearly 4000 orders in Australia already. That's pretty good. It's probably going to take a few months for this initial orders to be delivered.
Shark 6 has nearly 4000 orders in Australia already. That's pretty good. It's probably going to take a few months for this initial orders to be delivered.
Your thoughts on this...
Hesai and Robosense are the obvious dominant LIDAR suppliers with Seyond third (didn't even hear of them until now).
Hesai and Robosense are Chinese companies, while Seyond is US-domiciled but most of the leadership and funding is Chinese/Asian.
Since the EV growth in China has been cutthroat, and semi-autonomous driving a key customer demand, this has driven the 3 companies marketshare growth.
That being said, LIDAR/ADAS is not strictly tied to EVs, rather it was that ADAS development was converging with EV mandates. With Biden's bans on Chinese auto electronics, most likely Hesai and Robosense will be shut out. Furthermore, EV plans by western automakers are basically all being walked back.
Is there any inherent advantage in using an EV platform ADAS? Perhaps higher potential power output?
Is there any hope for western companies like Valeo and Luminar to gain marketshare with a captive market? (Or perhaps ADAS in the west is simply walked back as well, and leadership ceded to Chinese companies)
I'm not really sure your question here. EV platforms are more optimized for ADAS if that's what you are asking since you already have wire across your EVs and an efficient electrical system. You don't need to duplicate that.
There is no hope for western companies in ADAS related stuff for China. Lidar is just one part of that.
this is the market share current for front facing MMW radar
Notice how Bosch and Continental are at top and Cheng Tech, Huawei, WHST and Fudi account for just 18% of the market?
Well, I would bet a year from now, Chinese suppliers will be at 50%.
Once we ramp up production at Fudi, no one else really has a chance.
Remember, a lot of the automakers still using Western ADAS sensors are actually the foreign JVs as well as Tesla. Or incompetent Western worshipper like NIO.