So if Baidu beats GPT 4.5 any company in China can do it?
New Energy Vehicles (NEVs) in China
- Thread starter supercat
- Start date
So if Baidu beats GPT 4.5 any company in China can do it?
supercat
Major
Mercedes-Benz's global LiDAR supplier and US-blacklisted Hesai plans to open an overseas factory in 2026.
BYD considers to built a factory in Germany. It will be BYD's 3rd factory in Europe, after Hungary and Turkey.
BYD officially unveiled their 1000 kW (1 MW) charger. The first 2 cars that can use this charger are Qin L and Tang L. BYD will build 4,000 of this kind of charging piles initially.
Huawei and Chery's super-factory in Shenzhen is huge.
BYD considers to built a factory in Germany. It will be BYD's 3rd factory in Europe, after Hungary and Turkey.
BYD officially unveiled their 1000 kW (1 MW) charger. The first 2 cars that can use this charger are Qin L and Tang L. BYD will build 4,000 of this kind of charging piles initially.
Huawei and Chery's super-factory in Shenzhen is huge.
Hesai is no longer blacklisted.
Yeah charging is winning but I think swapping should still be a good option for large commercial vehicles.
There is no "best approach" and China never "bets" on winners, in practice China always build them all, because China can, and it's not just swapping, its also hydrogen.
In NIO's case as far as users are concerned their swapping system is just a fast charger, it's more a business play on defered battery cost than anything.
For EV in general heavy vehicles benefit a lot from swapping as it'll take tens of megawatts of charging power to achieve swapping speed, and if 10MW chargers comes online, there will be applications that require 100MW chargers, then gigawatt chargers etc.
There's a lot of controversy going on with the USA LiDAR company Luminar recently. A former NASA engineer uploaded a video claiming that a car equipped with LiDAR from Luminar outperformed Tesla FSD. Luminar claimed the tests were conducted without financial compensation, and then shared this video all over their social media networks to pump up their stock price. The video has 14M+ views at the time of writing.
There's many levels of this scam to unravel. First, I'm 100% the video was paid for by Luminar. Luminar's bleeding cash and only have 1% market share. At one point they were worth over $2B+, which shows how big of a scam they are. On a technical level, they are behind Chinese brands Huawei, Hesai, and Robosense and cost way more. Chinese brands have roughly 70% global EV market share, and that will grow in the future. No Chinese car company will buy LiDAR from an American company when cheaper, better performing domestic alternatives are available. Even non-Chinese automakers like Mercedes (Hesai), BMW (Huawei), and Audi (Huawei) are using Chinese LiDAR, which leaves barely any customers for Luminar, hence their, let me emphasize again, 1% market share. Also, an analysis last July showed that they had 14 months before bankruptcy. They've gotten more investment since then, but it's only a matter of time before they are dead. Thus, I'm sure they released this video to pump up their stock prices ahead of their earnings call in 2 days, which will surely disappoint.
Also, comparing to Tesla FSD is rather pointless, given that FSD is worse than literally all Chinese self-driving platforms. It looks impressive to uninformed investors, but it says nothing that we don't know already. We've known for ages that LiDAR + cameras beats cameras alone.
The funny thing is that we've seen this play out many times before. Even in clean energy, Solyndra and Northvolt come to mind as Western companies that were hailed as future leaders only to go bankrupt after being exposed as scams. I'm sure Luminar will be the next example, and there will be many more in fields such as hydrogen energy and solid state batteries.
There's many levels of this scam to unravel. First, I'm 100% the video was paid for by Luminar. Luminar's bleeding cash and only have 1% market share. At one point they were worth over $2B+, which shows how big of a scam they are. On a technical level, they are behind Chinese brands Huawei, Hesai, and Robosense and cost way more. Chinese brands have roughly 70% global EV market share, and that will grow in the future. No Chinese car company will buy LiDAR from an American company when cheaper, better performing domestic alternatives are available. Even non-Chinese automakers like Mercedes (Hesai), BMW (Huawei), and Audi (Huawei) are using Chinese LiDAR, which leaves barely any customers for Luminar, hence their, let me emphasize again, 1% market share. Also, an analysis last July showed that they had 14 months before bankruptcy. They've gotten more investment since then, but it's only a matter of time before they are dead. Thus, I'm sure they released this video to pump up their stock prices ahead of their earnings call in 2 days, which will surely disappoint.
Also, comparing to Tesla FSD is rather pointless, given that FSD is worse than literally all Chinese self-driving platforms. It looks impressive to uninformed investors, but it says nothing that we don't know already. We've known for ages that LiDAR + cameras beats cameras alone.
The funny thing is that we've seen this play out many times before. Even in clean energy, Solyndra and Northvolt come to mind as Western companies that were hailed as future leaders only to go bankrupt after being exposed as scams. I'm sure Luminar will be the next example, and there will be many more in fields such as hydrogen energy and solid state batteries.
The S.E.C. will be coming to knock on their doors pretty soon.
It’ll be so funny if the execs pulled a MACH Industries and sourced critical components from some third rate Chinese company.
