Nio will have a hard time surviving until 2025 let alone have a successful lower end brand.
They try to move 5 steps when they can only move 1.
New Energy Vehicles (NEVs) in China
- Thread starter supercat
- Start date
They try to move 5 steps when they can only move 1.
Did we miss something and they're collapsing worse than xpeng?
Because predicting something steadily growing to fall within less than two years is a major claim.
a couple of pieces of news this morning
BYD wins a 600 MWh energy storage contract in Xinjiang
Shenshan rail from BYD plant to Xiaomo port is now complete
BYD wins a 600 MWh energy storage contract in Xinjiang
Shenshan rail from BYD plant to Xiaomo port is now complete
03/30 big day for BYD. They always seem to start production at end of the months for some reason. This time, we have 1 car plant and 2 battery plants starting at the same time. Huge capacity expansion coming in Q2.
Has BYD production capacity finally caught up to sales?
I'm hearing reports that Qin Champion edition has ready cars, or takes about a week to arrive. Or is this just a small initial inventory?
The January drop was expected but still kinda sad. Was too used to seeing BYD steady growth every month
I'm hearing reports that Qin Champion edition has ready cars, or takes about a week to arrive. Or is this just a small initial inventory?
The January drop was expected but still kinda sad. Was too used to seeing BYD steady growth every month
Huawei Auto CEO was very confident in his interviews
basically, they want to control the process. They believe they offer all the components that will make a brand successful. Automaker becomes just the manufacturer/OEM in this process. Don't want to go after the sub 200k RMB market. Don't want to work with BBA or Toyota because they don't want to loose control of this process.
Basically, they want a situation where automakers are relegated to just producing cars for them while they provide all the high profit add-ons. In exchange, they believe this will keep their partners from going under.
basically, they want to control the process. They believe they offer all the components that will make a brand successful. Automaker becomes just the manufacturer/OEM in this process. Don't want to go after the sub 200k RMB market. Don't want to work with BBA or Toyota because they don't want to loose control of this process.
Basically, they want a situation where automakers are relegated to just producing cars for them while they provide all the high profit add-ons. In exchange, they believe this will keep their partners from going under.
no, production has not caught up to backlogs.
January drop was not sad. It's just what happens when there is COVID raging and then CNY.
There are some models with available inventory like Qin, but the price cut has since changed that situation.
As I said, BYD has managed to lower its cost on DM-i products and can just undercut competitors and squeeze them out. It's quite brutal actually.
The whole point of carmaking is to create competitive advantage by holding some core technologies (engine, powertrain) yourself and integrating different suppliers well for less critical parts. Huawei wants carmakers to abandon that and become modern day coachbuilders. I don't think any respectable carmakers will go for that, only small companies that will also abandon that model if they manage to become large. The biggest issue is DriveOne, Huawei's electric drive system, which is so far off Huawei's core business and rubs too many automakers the wrong way.
What they should have done is just focus on auto chips/in-car connectivity/self-driving, which was their strength anyway. Instead they're talking about selling their self driving division to VW.