New Energy Vehicles (NEVs) in China

supercat

supercat

Major
Tyler said:
If the LFP batteries patents expire, does that mean any body can copy the technology?
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While the patent expires, you still have to make the LFP battery's energy density comparable to China's and as long-lasting; you have to make the batteries as safe as the blade batteries; and you have to scale up the production as the Chinese LFP manufacturers do. None of these is easy.

Nio in talks with rivals over licensing electric car battery swap technology​

Chinese start-up has launched in Norway in European expansion drive

Chinese electric vehicle start-up Nio is in talks with several other carmakers about licensing the battery-swapping technology that is at the heart of the group’s strategy to win over petrol-driving motorists in Europe, one of the company’s most senior executives said.
...

The group, which listed in 2018 and has sold 180,000 electric models in China, aims to have 1,000 swapping stations outside the country by 2025. These will be split between Europe and the US, which the business is expected to target after Europe.
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pakje

Junior Member
Registered Member
tphuang said:
Just thinking about what a head start Chinese battery makers got from continuously improving on the density of lfp batteries and lowering the cost of production from all those large factories they built, I don't see how the Koreans can compete.
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It honestly feels like the koreans are suffering from a lack of big domestic EV producers, maybe they should've tried attracting tesla or something.
 
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AndrewS

Brigadier
Registered Member
pakje said:
It honestly feels like the koreans are suffering from a lack of big domestic EV producers, maybe they should've tried attracting tesla or something.
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Tesla doesn't produce batteries. Remember Panasonic and other companies make them.

Plus South Korea only has car sales of 1.4 million cars per year.

Yet Tesla Shanghai is aiming to produce at least 1 million cars per year.

South Korea doesn't really have a big domestic market for cars.
Nor does it have a deep and diverse range of suppliers and skill base.
 
tphuang

tphuang

Lieutenant General
Staff member
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Tyler said:
Maybe BYD can set up factories in Korea.
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Absolutely not, china needs to crush competition, not build them up. The only reason to setup factories in another country would be lower cost and/or gain market access. Neither would be the case here.

This is a strategic industry for china like shipbuilding, aerospace, semiconductor, ai, biotech and renwables.

China has a chance to basically monopolize here. There is no reason to show any mercy.
 
tphuang

tphuang

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gelgoog said:
Tesla bought battery patents from several companies. Including Maxwell.
I think it is a matter of time until they make their own batteries.

South Korea has Kia and Hyundai.
While it has a small internal market its auto industry is pretty decent.
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Right, there is no reason for Tesla to stick with Panasonic if Chinese battery makers can build them cheaper and more quickly. There was a time when Koreans and japanese had a technology advantage over china. I don't think that's the case anymore. Given how china's domestic policies really favor manufacturers and technology sectors, they have major cost advantage vs their east Asian neighbors and a huge cost advantage vs everyone else.

Also, Kia and Hyundai are not competitive in ev space. I see them as major victims of Chinese ev expansion around the world.
 
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sndef888

Captain
Registered Member
Sincho said:
Japan-Battery-Material-Producers-Lose-Spark-as-China-Races-Ahead.
Former market leaders turn to recycling and next-gen tech to regain lost ground.

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(Sorry, i previously made mistake by posting this in Breaking News Thread)
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Article says CATL is set to commercialise sodium ion batteries by next year with initial 160Wh/kg

That's pretty good considering it's higher than both CATL and BYD's LFP batteries (126 and 150 Wh/kg). Wonder if it'll be able to compete on cost
 
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