There is going to be some EV production issues from factory shutdown in Sichuan. Tesla has already complained about it.
We will see how this affects the end of month numbers. I don't think this affects BYD, but we will see. I think BYD should make sure it has enough of its own battery storage and backup power in all its plants.
That doesn't help your argument. We've got too much uncertainty about EV employment numbers versus output to compare companies directly. But we can compare other specifics which are proxies for labour requirements.
you made your argument based on some theories about automations. I provided you solid numbers and you just ignore it and continue to believe your thoughts are more important than actual numbers.
900k by the end of next year is a lot of people. You should reflect on that. I've already demonstrated the number of employees the largest chip maker, battery maker, truck/bus maker hire in China. They are all a tiny fraction of that.
Yes. Tesla and BYD are deliberately trying to starve their competitors in the supply chain.
For example, BYD recently started buying power semiconductors from outside companies instead of only using their own.
Apparently they have bought up all spare supply of power semiconductor chips in China, so other companies (like Geely) find it really difficult to ramp up.
That is not relevant to your assertion that increased BYD production will increase the number of overall auto industry jobs.
BYD has been buying power chips since end of 2021. BYD's new fab will come online at some point. It strives for self sufficiency. If Geely and Chery can't get enough chips, they need to be run better.
BYD should build more gigafactories like what tesla has done, rather than building a large number of smaller factories.
Absolutely not. BYD has its own business model. It builds factories in a lot of 2nd/3rd/4th tier cities where it can get cheap land, tax subsidies and much cheaper labor. That's why it's not obsessed with automating stuff like Tesla. It has just much lower cost labor.
Remember, BYD gets preferential treatment and red carpet reception everywhere it goes, because all the provinces are vying for its factories. This is hugely different from the companies that only build factories on the Shanghai, Zhejiang, Jiangsu and Anhui area.
It has also proven itself to run a really great construction company that can build plants capable of outputting 400k cars a year in very short. It has also got logistics figured out in China. It can somehow build EVs without disruption despite having plants all across the country.
This is quite different than Tesla that does not understand Chinese regional politics and have to concentrate its factories in a couple of places. Even Tesla will need to build another factory in China. Shanghai giga is running out of land.
The Chinese government should prevent byd from buying all the power semiconductor chips in China, as this would slow down other Chinese makers effort in displacing the foreign makers.
hmm, this is a competitive world. If BYD can ramp up production and its competitors can't, then those competitors will go out of business and BYD takes over their plant on the cheap.
So far, we have actually seen the opposite. Legacy JVs are suffering and closing factories. Chinese EV companies are ramping up. Chery and Geely have shifted their focus to export market. As a result of this, import/JV sales are way down, export numbers are way up. You will see by end of this year how many cars BYD can export abroad. Remember, BYD sells cars much more expensively than Chery.
