New Energy Vehicles (NEVs) in China
- Thread starter supercat
- Start date
supercat
Major
The now bankrupt Northvolt actually used Chinese equipment to make EV batteries, but they could never scale up the production.
China is also ahead in the technologies of solid-state battery as far as I know.
very interesting bit here. BYD's major core platform innovation projects of E4f and E3f took 5 years to go from forming project to appearing on production models.
Prius-type hybrids shouldn’t be counted since they use gas engine to drive the car. Only enhanced range EV should.
Chevy Volt sold well enough to warrant a second generation, but the future was determined to be the Ultium BEVs. They announced the end of the Volt with the Ultium introduction. This was mainly a profitability calculation. As you mentioned, GM might be now looking at a revival.
Yes, you are correct that US manufacturers were caught off guard with the difficulty, you can see by the delays in the Ultium scale up. However, as I pointed out there were already deals with Chinese companies in the works, so that definitely was one of the issues still.
B is just “rah rah fire up the troops” talk. GM have joint ventures in China, they have suppliers in China, they are making EVs themselves there. They are not totally clueless like that. Ford is exporting cars from China, they know what Chinese manufacturers are capable of. I would say that it is more accurate to say that they didn’t think the Chinese EVs would catch the world’s attention so quickly.
Again, let’s roll it back to PHEVs since that was clearly what you meant.
F-150 no PHEV
Ford has 2 PHEV platforms (Escape and Explorer) and the Explorer derived Maverick, so 3 vs 2 really. Let’s not count the Lincoln badge jobs.
Audi bajilion = 1 Q5e
BEV - eTron GT, Q4, Q6
BMW “all the e’s” = 5, 7, XM
Vs BEV 4, 7, iX
I won’t go through everything because this is not meant to be some insulting “told you so” post, just trying to show that the NA market doesn’t have far more PHEVs than BEVs, and again to the OP’s original point, most of the manufacturers want to go in the all BEV direction. For example, you were probably counting the X3e for BMW, but they are discontinued. PHEV is simply expensive to build and difficult to sell at a high premium. The Hornet you mentioned was actually just an Alfa Romeo Tonale that got rebadged to improve Dodge’s CAFE compliance.
BYD is such a savage. Demanding another 10% discount starting next year for their parts.
This is the problem facing BYD suppliers. You work hard to get in for the volume and they keep squeezing you or replace you internally.
How about toyota's solid state batteries, which they have been bragging about?
BYD better not cut corners by forcing the suppliers to reduce quality. BYD cannot even make the parts themselves cheaper and maintain the same quality.