New Energy Vehicles (NEVs) in China

SteelBird

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This is just the beginning and China should be prepared for these dirty tricks.

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Not that alone, the Taiwanese mouth piece also speculate the US may block car Chip and BYD will Huawei v2. General car Chip might use mature technique for manufacturing like 90nm but self driving may require higher tech which subjects to blockage from the US.
 

tphuang

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This is just the beginning and China should be prepared for these dirty tricks.

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that's just North American lithium. There is really nothing Biden can do about China importing lithium for Argentina or Chile or Bolivia. Again, even Australia is shipping most of its lithium to china for refining!

Not that alone, the Taiwanese mouth piece also speculate the US may block car Chip and BYD will Huawei v2. General car Chip might use mature technique for manufacturing like 90nm but self driving may require higher tech which subjects to blockage from the US.
BYD uses Horizon Robotics Journey 5 SoC, which can be produced by 16nm process. There is no risk on that. It is also integrating with Nvidia Orin SoC, but that's likely for just certain higher end models or for exports.

Long term, it's going to be designing its own chips and I wouldn't be surprised if it eventually gets into chipmaking.

BYD is not Huawei. It's just really hard to sanction BYD.
 

supercat

Colonel
This is just the beginning and China should be prepared for these dirty tricks.

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It seems that China has more lithium reserves than the U.S. and it invests far more than the U.S. in lithium mining.
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Gotion Hi-Tech and its European partner will built a 40 GWh battery factory in Europe.
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tphuang

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The first TailG electric bike using harmony is going on sale for 3899
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still wild to me that even e-bikes are getting "smart"
配备 72V23AH 石墨烯电池、1000W 云动力电机、GPS 定位系统,极速可达 53km / h,可前后碟刹,具有 App 操控、NFC 解锁、里程预测、智能设防、智能车检等功能。
uses graphene battery, 1kw engine, GPS navigation, top speed of 53 km/h, with app control, NFC lock and various functions.
 

supercat

Colonel
Not that alone, the Taiwanese mouth piece also speculate the US may block car Chip and BYD will Huawei v2. General car Chip might use mature technique for manufacturing like 90nm but self driving may require higher tech which subjects to blockage from the US.
Forget about cutting China off the global EV supply chain. Guess where GM is developing its solid-state battery? A lab in Shanghai:
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In 2022, 6 of the 10 largest EV battery makers were from China. They shipped a total of 313 GWh battery cells, a global market share of 60%.
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BYD Seagull looks like a cute Kei car. They will sell tons of these in China, Japan, and other global markets.
Y2iNNbN.jpg


2023 MG4 gets a bigger battery pack.
 

tankphobia

Senior Member
Registered Member
Tesla has real demand issues now, even after price cut.
as I said in there, it's shocking how little the price cut actually helped them.
Market in China seems to be way too competitive for Telsa's approach, they really have wasted their first mover advantage. You can't ride off consumer goodwill forever and not modify/change your lineup according to market demands.

They will only be left in the dust as up and coming Chinese brands are moving and Innovative at break neck pace, while Tesla is moving barely faster than legacy ICE makers.
 
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