New Energy Vehicles (NEVs) in China

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SanWenYu

Captain
Registered Member
4Runner said:
This is sad. Baidu started early on lots of technological trend, but always ends up as a laggard eventually. As Chinese call it: 起了个大早，干了个晚集。Baidu AI is not even ranked in top 5 in China at this moment. Apple teams up with BABA Qwen, which is a really smart choice. I guess Tesla is forced into a corner: BABA already teams up with Apple; HW is politically impossible in US; DeepSeek is an R&D shop, not among hyperscalers. Unless Tesla is trying to sneak some Grok stuff into Baidu's LLM development ...
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If I remember correctly, Baidu started working on assisted driving early, probably the very first in China. Even if their solution is not great, they might have built up very sizeable amount of raw data and that might be what Tesla is going after.
 
coolgod

coolgod

Brigadier
Registered Member
4Runner said:
This is sad. Baidu started early on lots of technological trend, but always ends up as a laggard eventually. As Chinese call it: 起了个大早，干了个晚集。Baidu AI is not even ranked in top 5 in China at this moment. Apple teams up with BABA Qwen, which is a really smart choice. I guess Tesla is forced into a corner: BABA already teams up with Apple; HW is politically impossible in US; DeepSeek is an R&D shop, not among hyperscalers. Unless Tesla is trying to sneak some Grok stuff into Baidu's LLM development ...
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TBF they did train and keep a lot of early AI ppl employed in China for quite some time. Baidu did its mission, but its search engine has always been atrocious. Maybe their map is better than Tesla's though.
 
Lethe

Lethe

Captain
mossen said:
Some Chinese EV forecasting. PHEV should peak by early 2027 on current trajectory. Companies which bet everything on PHEV early on will struggle in a few years time since they will enter a structural bear market. By the end of the decade, the only game in town will be BEVs.

Early 2027 should also be when ICE sales hit <20%. By 2029, ICE sales will fall below 5% on current trajectory.
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Projections derived from what principles and assumptions? I would assume that further reduction in cost per watt-hour of battery storage is the major assumption, progressively rebalancing the "value equation" amongst ICE/PHEV/BEV over time, but is there anything else?
 
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supersnoop

Major
Registered Member
hullopilllw said:
The first factory is co-owned/operate with BAIC iirc. 2nd and onwards should be solely Xiaomi's after digesting the expertise and building up inhouse engineering know how.
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I read that the BAIC co-ownership was just a technicality. Chinese regulations require a license to build cars to sell to customers in China, and they were not able to get this ready in time for the production of the Su7. Essentially they paid BAIC to create a JV to sublicense their certification, but did not have any hand in the operations
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hullopilllw

hullopilllw

Junior Member
Registered Member
Just some quick view..

Saw a few GMW tanks over these few months...and tank like Chery. Not very impressed.

Come across Denza D9 and Sealion 07. The sealion 07 cost like USD 44,000 on the road in Medan...kind of costly isnt it, and I cant stand the plasticky accesories they use on the exterior.

Chery Omonda is the most popular EV here...but damn looks so tacky.

Cant wait for the Denza hatchback, CUV and Xiaomi's SU 7 to arrive.
 
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