New Energy Vehicles (NEVs) in China

tphuang said:

More new factory from BYD

Please, Log in or Register to view URLs content!

I have honestly never heard of this place before. Then again, I'm not from Anhui. BYD is building a large plant at Fuyang! It will invested 10 billion RMB in a new factory that will produce NEV parts/components for 1 million cars. It will build a precision work centers, precision injection molding parts for motors, wheel speed lines, wheel hub bearings, seat cover and other parts. It will employ over 10000 people. Again, BYD will easily be the largest private employer in a 4th or maybe even 5th tier city.

You may remember in end of June, BYD started producing cars at its Hefei plant. That's not its only Anhui province endeavor in the past few months. More recently, it signed a JV with JAC Motors, Ankai Auto and Zhezhu grouop for a new battery plant Anhui.

Please, Log in or Register to view URLs content!

I don't think this is related to that JV.
I do think this will make BYD the largest and most influential private company in Anhui, which is actually quite the automobile powerhouse in China.

Click to expand...

Anhui is setting up to be the next major industrialized center in China as Jiangsu and Shanghai become saturated. Not exactly NEV related, but semiconductor related, is that and has AutoChips, an Anhui used to be one of the poorest provinces in China.

FairAndUnbiased said:

Anhui is setting up to be the next major industrialized center in China as Jiangsu and Shanghai become saturated. Not exactly NEV related, but semiconductor related, is that

Please, Log in or Register to view URLs content!

and has AutoChips, an

Please, Log in or Register to view URLs content!

Anhui used to be one of the poorest provinces in China.

Click to expand...

This is industrial distribution done right, taking advantage of lower costs compared to more developed areas while upskilling the local populace in poorer regiins

tphuang said:

NIO is building a new Adam supercomputer with 4 Nvidia Orin chips

Click to expand...

Idiots. You'd think they'd learn by now but apparently some Chinese firms never do.

mossen said:

Idiots. You'd think they'd learn by now but apparently some Chinese firms never do.

Click to expand...

NIO is but one out of hundreds of major players in the tech industry relating to automobiles. In NIO's case, they are also a tech player in battery design for their vehicles (stuff like chasis for swapping and the swapping itself), chip design, and associated car electronics (autonics?) and many more I haven't mentioned... possibly many fields they don't care to mention just now. lol if we have avionics why not autonics since cars are getting insanely deep in digital connectivity and software. We've got lidar, SAR, integration of all things not limited to IoT, radars, cameras, various types of chips and machine learning to process everything. Today's upper end NIOs, Xpengs, Hongqis, BYDs, Li Autos, Geelys, Weys, Baidus, Human Horizons, Aitos, Changans... and I'm sure many more I'm not even aware of, are essentially driving, mid spec supercomputers from yesteryear.

Many state owned firms and their subrands are using Chinese designed and made chips. Most are using Chinese designed but Taiwanese/Korean made chips. So what if NIO (but one tiny player) is currently using Nvidia? It's a private company. Will they appear on entity list? Probably not unless they start dominating western markets AND have proven affiliations to CCP and/or PLA. Which they don't. If they did, they can switch to Chinese chips from any of the many dozens of alternatives that would exist and be commercially available then if not the several that are already available now.

The nvidia chip is one of the best for the purpose. NIO is a business. It has no strategic obligation to use xyz when abc suffice and are the optimal financial choice. No less than UK companies buying Chinese abc and American F-35s using Chinese xyz components. It is important to not have dependency and in this case NIO does not have any dependency. Maybe their choice in this case has a lot more to do with finding the right component for their product which btw is quite an upmarket and expensive product - NIO basically a step above Xpeng and certainly well above BYD in the passenger EV market. Would the latest Oppo flagship phone be competitive around the world and in China if it had to use one whole generation old chips?

sunnymaxi said:

Please, Log in or Register to view URLs content!

Click to expand...

Besides enough lithium for 300 millions NEVs, China also has a lot of other mineral deposits for NEV batteries:

Tesla's market share of pure battery EVs in China dropped from 26.4% in Q1 2020 to 9.0% in Q2 2022.

supercat said:

Besides enough lithium for 300 millions NEVs, China also has a lot of other mineral deposits for NEV batteries:

https://twitter.com/i/web/status/1573854531477155841

Click to expand...

China definitely does not have enough Cobalt and Nickel deposit domestically. That's why it's mining them abroad and bringing them back to China for processing. That's also why Chinese firms are moving aware from lithium ternary batteries.

Which Chinese company has the best next-generation battery technology? The three ethnic Chinese Harvard scientists who developed the solid lithium battery that can be charged in three minutes can't be counted on to turtle back home.

tphuang said:

China definitely does not have enough Cobalt and Nickel deposit domestically. That's why it's mining them abroad and bringing them back to China for processing. That's also why Chinese firms are moving aware from lithium ternary batteries.

Click to expand...

The Japanese are so smart that they are pivoting to hydrogen. China should also install hydrogen as fallback energy.

tphuang said:

China definitely does not have enough Cobalt and Nickel deposit domestically. That's why it's mining them abroad and bringing them back to China for processing. That's also why Chinese firms are moving aware from lithium ternary batteries.

Click to expand...

Luckily This is one major reason why China shouldn't allow Russia to fall. They are not just an energy supplier, they have control of the world's supply of advanced industrial metals too such as nickel, titanium, palladium, etc. They don't just mine ore either like Australians do. they have . .

Then China has control of global tungsten and rare earths. Basically, except iron, copper and cobalt, just China and Russia have a rigid grip on the foundations of global industrial economy: oil, gas, rare earths, noble gases and advanced metals.