New Energy Vehicles (NEVs) in China

mossen said:

Saw this floating on reddit and people are seething that it doesn't show "where cars are made". Instead, it shows sales numbers by where the company is headquartered.

Apple makes most of its products in China yet that's not where the profits are flowing. Mexico makes tons of cars for various foreign manufacturers yet they don't get any of the profits. So showing location of company HQ is a better measure of who actually controls the EV supply-chain. Because profits matters.

I suspect the real reason people are mad is that it shows how far behind America truly is compared to China. It's even underplaying matters since Volvo is 80% owned by Geely. GM gets a decently high score mostly thanks to Wuling.

View attachment 110201

Of course, Japan's late EV entry is known to everyone now but it's still striking how far behind they are. The only criticism I have is that this also includes plug-in hybrids. I would have preferred a pure BEV comparison.

Click to expand...

tphuang said:

https://twitter.com/i/web/status/1641907060756316162

https://twitter.com/i/web/status/1641900008499736576

BYD launching Tang, Han & Atto 3 in both Spain and Mexico. This is expected, but we finally have the prices. a little expensive in both cases. I don't think BYD is that committed to selling cars outside of ASEAN region yet.

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mossen said:

Saw this floating on reddit and people are seething that it doesn't show "where cars are made". Instead, it shows sales numbers by where the company is headquartered.

Apple makes most of its products in China yet that's not where the profits are flowing. Mexico makes tons of cars for various foreign manufacturers yet they don't get any of the profits. So showing location of company HQ is a better measure of who actually controls the EV supply-chain. Because profits matters.

I suspect the real reason people are mad is that it shows how far behind America truly is compared to China. It's even underplaying matters since Volvo is 80% owned by Geely. GM gets a decently high score mostly thanks to Wuling.

View attachment 110201

Of course, Japan's late EV entry is known to everyone now but it's still striking how far behind they are. The only criticism I have is that this also includes plug-in hybrids. I would have preferred a pure BEV comparison.

Click to expand...

siegecrossbow said:

That's because of tariffs I think. If they can get a free trade agreement going then it will be very beneficial.

Click to expand...

supercat said:

The Electric Viking talks about BYD. BYD is already producing electric buses and school buses in the US with local/state support. They are not in a hurry to sell passenger cars in the US because of the hostile attitude of the US' federal government.

Click to expand...

mossen said:

Saw this floating on reddit and people are seething that it doesn't show "where cars are made". Instead, it shows sales numbers by where the company is headquartered.

Apple makes most of its products in China yet that's not where the profits are flowing. Mexico makes tons of cars for various foreign manufacturers yet they don't get any of the profits. So showing location of company HQ is a better measure of who actually controls the EV supply-chain. Because profits matters.

I suspect the real reason people are mad is that it shows how far behind America truly is compared to China. It's even underplaying matters since Volvo is 80% owned by Geely. GM gets a decently high score mostly thanks to Wuling.

View attachment 110201

Of course, Japan's late EV entry is known to everyone now but it's still striking how far behind they are. The only criticism I have is that this also includes plug-in hybrids. I would have preferred a pure BEV comparison.

Click to expand...