New Energy Vehicles (NEVs) in China
- Thread starter supercat
- Start date
broadsword
Brigadier
Maybe Xpeng can find its home in robotaxis.
I think Xpeng's XNGP would be quite sought after by any traditional automaker in the scenario if they go under. Their operating system as well.
Seems GWM has landed in Europe. I hope they can succeed, because they are rapidly losing sales in the Chinese domestic market due to chip scandal and terrible marketing.
The big news from yesterday was the official unveiling of the yangwang high end brand.
on top of that, there is also launching of a highly specialized and personalized new brand
It is getting confusing to me why they need so many brand.
IIRC, they are launching 1 new dynasty series model and 1 new ocean series model soon.
also, there is some kind of announcement for Brazil tomorrow. No idea what.
on top of that, there is also launching of a highly specialized and personalized new brand
It is getting confusing to me why they need so many brand.
IIRC, they are launching 1 new dynasty series model and 1 new ocean series model soon.
also, there is some kind of announcement for Brazil tomorrow. No idea what.
Well, their cars are really appealing as products. Probably the most attractive Chinese brand rn. And that counts for something.
Others in this list are cool, too, but oh gosh they're expensive. :x
Auto Makers Shift to Lower-Cost Batteries for Electric Vehicles
[Comments]
This is significant. WSJ published this piece for the US domestic audiences. It sounds grudgingly that Chinese battery vendors had the foresights in advancing LFP use cases in automobile. And it accepts grudgingly that US will have to reply on Chinese battery vendors to supply LFP batteries to the US EV makers. Now with IRA in the middle, how would those US EV makers square this circle?
I guess US will find necessary "exceptions" that allow the US EV makers to go on before they can find any alternative. Huh, decoupling ...... from China or BYD or GM or Ford ???
1800 D1 orders in Mexico. I think they got 1000 earlier this year from Vemo so this is a big jump.
Also XPeng is considering blade battery on their 600 km range of G9. I don't see XPeng lasting much longer so not sure if this is meaningful. However, BYD buying out XPeng in the future might make sense for their self driving technology.
US administration is clueless. Now, they've moved onto securing supply chain by locking up lithium or finding cobalt/nickel mining assets. The technology is way beyond that now. This is not oil. It's up to private companies to develop new technology, supply chain and metal processing. We are going to move to sodium ion battery for cheaper cars and energy storage. you don't need to lock up lithium mining for that.
supercat
Major
Guoxuan (Gotion High-tech's parent company) will start mass production of a 230Wh/kg LFP battery this year. Gotion High-tech will build a $2.3 billion battery plant in Michigan.
China's NEV battery production may more than double by 2024.
China's NEV charging pile doubled YoY.
A little more on BYD semiconductor direction.
As posted a while back, BYD has fabs in Ningbo, Changsha and Jinan
Jinan is their major one with 3 phases. All except the 3rd phase has been planned with 8-inch wafers. The Changsha fab only started operations 2 months ago.
The Jinan one started earlier this year and will have capacity of 30k wpm by the end. Not sure about phase 2 and 3 capacity yet.
Here is two article looking at their decision to give up on BYD semiconductor listing.
What's interesting is how their revenue has jumped
They are committed to building their semiconductor base in Jinan and have now registered a firm to do technology development.
The other interesting part is their investment into Chengdu. Back a couple of months ago, BYD met with Sichuan party chief to discuss semiconductor production and then they registered a new subsidiary in Chengdu for 100 million RMB. It looks like they are taking over the former fab location of Tsinghua Unigroup (紫光集团) who had a dram fab out there. Given that 1.59 billion RMB has been transferred here for the ownership of this place, it seems like BYD is taking over a pretty large fab and need to invest a lot more money to ramp up production here. It's not clear to me if this represents BYD intention in getting into non-auto chip sectors (or at least areas outside of MCU and IGBT)
As posted a while back, BYD has fabs in Ningbo, Changsha and Jinan
Jinan is their major one with 3 phases. All except the 3rd phase has been planned with 8-inch wafers. The Changsha fab only started operations 2 months ago.
The Jinan one started earlier this year and will have capacity of 30k wpm by the end. Not sure about phase 2 and 3 capacity yet.
Here is two article looking at their decision to give up on BYD semiconductor listing.
What's interesting is how their revenue has jumped
so it seems like they are really expanding quickly. the revenue has grown really fast in first half of the this year. and they really need to invest to expand their production since they are buying a lot from Silan and other chip makers.
They are committed to building their semiconductor base in Jinan and have now registered a firm to do technology development.
The other interesting part is their investment into Chengdu. Back a couple of months ago, BYD met with Sichuan party chief to discuss semiconductor production and then they registered a new subsidiary in Chengdu for 100 million RMB. It looks like they are taking over the former fab location of Tsinghua Unigroup (紫光集团) who had a dram fab out there. Given that 1.59 billion RMB has been transferred here for the ownership of this place, it seems like BYD is taking over a pretty large fab and need to invest a lot more money to ramp up production here. It's not clear to me if this represents BYD intention in getting into non-auto chip sectors (or at least areas outside of MCU and IGBT)