By the time when European countries start banning Chinese EV companies, China will be independent in nearly all technologies. China will then ban most European products in retaliation.
New Energy Vehicles (NEVs) in China
- Thread starter supercat
- Start date
SteelBird
Colonel
Yes, it's USD 40K+.
Whatever retail price in China, when it comes to Cambodia, you just multiply it by two, you'd get retail price in Cambodia.
Bro, Every country need to protect their industries, it's hypocrisy not to do so BUT who need who, The Collective West found out the hard way in the Ukraine War that they need Russia and especially China. We lived in a Globalized World that is heading for a messy and ugly divorce with rising tension , everything is possible especially as the West is holding a very weak hand. Regarding your point as China receives a lot of sanction why the Chinese didn't retaliate, did they need to? use of indiscriminate sanction is self defeating, unless you planned and prepare for the consequences. The Dual Circulate strategy is one of them, the other is self sufficiency in food and in semiconductor while working with Russia to circumvent a possible blockade of raw materials and such. And also the most important financial decoupling and divesting of investment from the Collective West economy all of which will take time to accomplished, my take by 2025. And note none of them targeted any Western Company unlike the US, ohhh!!! again I'm getting old, there is an exception Boeing!...lol
You don't live in America, that's why you don't realize Huawei's reputation problem here. America for the past few years have created this narrative that Huawei is CCP's tool to spread influence around the world and to spy on them. None of the Chinese automakers or battery makers have that reputation at the moment. That's why BYD/NIO/Polestar/MG have been able to export abroad and get warm reception from Western EV enthusiastic and how CATL/Gotion/BYD have been able to lock down contracts with all the German automakers. Even Hyundai and Toyota are using Chinese battery suppliers.
The world is way too focused on chips. If you look at what has happened this year, China has effectively already won in the EV world. From what I can see, only automakers that rely on Chinese batteries will survive this upcoming transition to EVs. The car industry is the largest industry of all the major manufacturing powers.
5g is a very tiny part of EV/AV revolution. Think of BYD as apple and Huawei as Android. BYD might not have the best of component, but because it is fully integrated and plugged together, it could have the best car despite not having the best subsystems. And similarly, NIO and XPeng and Li Auto are not going to use Huawei.
You can read my summary of BYD's plans on auto OS here
#2,552
They've done a lot of thoughts on what needs to be added to their cars to provide the API that software companies can use to enhance the driving experience. And more importantly, they are closing in on 40% of domestic NEV market this year. The combined NEV market share of domestic automakers that would be open to Huawei is less than that. So BYD's path to winning is by continuing to scale up production faster than everyone else, continue to increase control of all relevant technologies and make sure it moves fast enough in this EV/AV transition. BYD moves an order of magnitude faster than everyone else in this industry. over the space of 2 years, it will have a product covering every segment of the auto market. Its goal is to have a competitive car for everyone out there.
It wants to beat CATL in batteries
beat Wuling mini in minicar segment
beat Geely/Chery in the Dolphin segment
beat Tesla in sedan/SUV segment
beat Germans in the luxury sedan/SUV segment
beat Americans in pickup trucks
beat everyone in electric buses/trucks
but why though? Is it because of import tax? The transportation from China to Cambodia via rail should be pretty cheap. Why is the price so high?
Looks like I'm wrong. China to Cambodia trade can't go through rail. That's a disappointment. I hope they fix that soon. That will increase trade between China and Cambodia.
Sir sorry to be rude BUT Huawei here is still King and we're waiting for its Return in 2023 and even without the US market the ROW sufficed. They had grown hugely without the US market so your thesis is debatable, the restricting factor is Chip BUT that will be solve within the year.
Sir EV run on 4 critical component, battery , chips , power train and OS without one of them the NEV won't function properly.
Its the future evolution and BYD is ill equipped.
Sir NO objection there, what I'm contesting is your assertion that BYD main competitor is Huawei cause it ain't as both core business are different from each other in fact they complement each other.
USA will definately ban Chinese car 10 years from now when Chinese EV will become mainstreme. Already, EV companies are already treated as a tech company more than just a auto company. What is chinese company gonna do when consumer wants a LVL 3,4,5 autonomy in their car ? USA can simply ban any chinese product/software just on the premise of CCP equipment spying on the american citizen and collecting american personal data. US banned huwawei just because CCP can listen to you. Now imagine a whole computer inside your Chinese car. I haven’t even mentioned human right concers. Any chinese product using Uighur labor is a forbidden fruit.
And US doesn’t even need to ban Chinese EV vechicle sales. Cutting off Chinese EV OEM from western software eco-system is enough to kill chinese product from the globe. Everybody want apple map/google map to navigate or Apple car play in their car for multimedia consumption. Every body want to streme spotify, apple music or youtube music in the car during long drive.
Its basically same huawei 2.0. again. Chinese making good hardware but western nation dominating software side.
And US doesn’t even need to ban Chinese EV vechicle sales. Cutting off Chinese EV OEM from western software eco-system is enough to kill chinese product from the globe. Everybody want apple map/google map to navigate or Apple car play in their car for multimedia consumption. Every body want to streme spotify, apple music or youtube music in the car during long drive.
Its basically same huawei 2.0. again. Chinese making good hardware but western nation dominating software side.
Why must China sell ev to western countries？
The question isn't whether or not Huawei is growing, but whether or not Huawei is regarded as a security risk here in America and NATO countries. There is no question that's the case. As such, if you are exporting to these countries, you don't want Huawei components in your car.
hmm, the chips used in cars are not that advanced for the most part. As a whole, it's just a small part of NEV cost. Holistically, you need to look at the impact of auto industry for a country. It supports more employment than anything else. That's why every provincial government leader are lining up to talk to BYD.
Again, 5g is small part of EV.
No, they don't complement at all. Huawei is encroaching on one of BYD's core business which is the power train and OS. BYD builds all of this stuff internally. It doesn't need to ensure that it necessarily has better parts than Huawei everywhere, but it needs to make sure its cars are more competitive than "Huawei cars" (cars that use Huawei stuff). Otherwise, it's going to lose market share in China.
That's why you don't see BYD cooperating with Huawei anymore. They are working on autonomous driving with pretty much everyone else.
None of the Chinese automakers have factories in Xinjiang. Please look these things up first. I have no idea what other countries might do to restrict Chinese exports and with what methodology, but Western countries aren't ready for anything more than L2 right now from a legal perspective. So, this is not going to be an issue for the foreseeable future.
What are you talking about? The Atto 3 doesn't have that integration right now and they are selling great in Australia and New Zealand. Do you think Tesla uses Google map or apple software? Have you ever driven a Tesla in your life?
superdog
Junior Member
I remember you said BYD was a tier above everyone else? I can agree with that. But when it comes to the risk of getting banned, you seem to imply BYD would just be "as successful as" other Chinese EV players? Otherwise I don't understand how you're so sure that BYD would not get picked out alone. I guess we can agree to disagree.
I mentioned the banning risk of BYD (instead of NIO or Xpeng or whatever) precisely because BYD is on a trend to stand out just like Huawei did. BYD still doesn't have the level of international presence Huawei had, but it could get there in a few years, and the risk of "becoming a Huawei level security risk" could rise accordingly. Like I said earlier, the US didn't attack Huawei because it was caught spying, but because it was too successful. AND they did it to contain China, not just to protect their domestic market (that's why they didn't just use tariff or market ban). Huawei had surpassed Apple in European marketshare and was going to enter via mainstream US carrier if not for political intervention. How do you think they achieved that with "terrible reputation in Western countries"? The answer is they didn't have a terrible reputation, they were well received and sought after by many in Western countries (just like BYD of today), that's until the US used State Power to engage Huawei in a world-wide smearing campaign, as well as cutting them off from fabs and GMS. Feel free to do your fact check, I didn't make this up because I'm "obsessed" or "passionate about Huawei".
I think a wise person should be able to learn from history, not just seeing how things are going today. Especially when this "history" just happened a couple years ago under our own eyes.
Anyways, aside from this stuff.
Yuan Pro production has stopped. BYD is moving all it's production for the very in demand Yuan+ (Atto 3 for foreign markets)
BYD is producing a d class luxury sedan targeting Mercedes EQS, BMW i7. This will be produced in a new production base in Shenzhen.
Xiaomi's first car will be similar Zeekr 001, NIO E7 C class BEV sedan, 800V, 4 wheel drive, 3 Lidar
Xiaomi has a requirement right now for 200 GWh of battery supply over 4 years.
Xiaomi has close cooperation with BYD.
Denza pr-order has exceeded 30k. It will go on the market on Aug 23rd.
ChangAn Shilan is looking to deliver 17724 cars in Aug/September. Currently, doing 35 JPH.
Yuan Pro production has stopped. BYD is moving all it's production for the very in demand Yuan+ (Atto 3 for foreign markets)
BYD is producing a d class luxury sedan targeting Mercedes EQS, BMW i7. This will be produced in a new production base in Shenzhen.
Xiaomi's first car will be similar Zeekr 001, NIO E7 C class BEV sedan, 800V, 4 wheel drive, 3 Lidar
Xiaomi has a requirement right now for 200 GWh of battery supply over 4 years.
Xiaomi has close cooperation with BYD.
Denza pr-order has exceeded 30k. It will go on the market on Aug 23rd.
ChangAn Shilan is looking to deliver 17724 cars in Aug/September. Currently, doing 35 JPH.