New Energy Vehicles (NEVs) in China

tphuang said:

Well, there is risks to every market. Many foreign companies were also outraged by china forcing them into jvs and transfer technology. But they still did it. In the end of the day, they are going to be India. They are doing ckd to save on tariffs. If it works out that they make less money this way, then they will go back to selling directly into India.

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There is risk, certainly, but at the minimum there should be return on investment for somebody after all these years. But we see the same thing happen year after year, with Walmart, Amazon, etc. doing their best to crack into the Indian market only to get butchered and nothing to show for all the effort.

The reason that foreign companies are willing to invest in China is because despite the "forced tech transfers" and "political kowtowing", at the end of the day, they make killer profits they can't make anywhere else in the world. In India they are lucky to even get the ROI.

PeoplesPoster said:

anyone have a list of brands and sub-brands under BYD? I find their market stratagy baffling with the dilution of its brand name and frankly baffling naming systems.

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BYD isn't exactly a strong *premium* brand name. They were known as Toyota copycat not too long ago - in fact, within one car update cycle.

Especially in English-speaking countries, where "build your dreams" will(and is) often be seen as tasteless - and any background is nil(BYD enters most export markets as we speak). So it's probably quite prudent to setup new name, which will be only associated with *premium*(and recent BYD news, which are mostly praises) when someone will google it.

supercat said:

Sometimes I have to scratch my head why NIO hasn't done better, especially in Europe

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Prices haven't been competitive enough. It's the same problem for BYD. The Chinese brands really need their own factories before they can compete. Those who do well either have factories (Volvo) or they follow a "loss-leader" strategy like MG.

BYD's proposal to set up shop in India is perhaps in anticipation to Tesla's similar move. The Electric Viking speculates that Tesla may build Model 2 in India. Not to be outdone, BYD probably plans to build both some cheap model(s) and battery in India.

A Chinese autonomous-driving truck company is aiming to enter the Japanese market.

Over 45 percent of drivers in Japan's transportation sector were aged over 50 last year, TuSimple noted, citing Japanese government figures. According to an official plan, Japan’s government will build autonomous driving lanes on some sections of the Tomei Expressway next year, the firm added.

Popularizing autonomous driving will effectively alleviate the shortage of drivers in the Japanese logistics industry, TuSimple's chief executive officer Lu Cheng said. The company will actively cooperate with Japanese partners to provide safe, energy-saving, and efficient self-driving truck solutions, Lu noted.

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BYD becomes the first Chinese car brand to receive the clean energy vehicle subsidy in Japan.

btw, I recommend others to check this out

BYD Fudi's presentation on SIB.

BYD tried 2 different approaches/chemistry (Layered Oxides & Polyanionic) with SIB and they each have advantages in cost and # of charges and safety vs each other vs LIB

siegecrossbow said:

There is risk, certainly, but at the minimum there should be return on investment for somebody after all these years. But we see the same thing happen year after year, with Walmart, Amazon, etc. doing their best to crack into the Indian market only to get butchered and nothing to show for all the effort.

The reason that foreign companies are willing to invest in China is because despite the "forced tech transfers" and "political kowtowing", at the end of the day, they make killer profits they can't make anywhere else in the world. In India they are lucky to even get the ROI.

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Companies like Amazon, Best Buy, and Home Depot also tried to penetrate the Chinese market, but they utterly failed. They couldn't compete and just don't understand the Chinese consumer.

Maybe it's the same story in India?

tphuang said:

https://twitter.com/i/web/status/1679271413386035200

suppliers to Li Auto. A lot of foreign chipmakers in there. Basically, all notable chips using Wetsern vendors

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So with a stroke of a Pen Washington can make them disspear from the map then.

henrik said:

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How are they going to market such a brand name overseas?

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I dont know who came up with such a name for them to appeove it and actially use it for their luxure car brand. Seems they dont realise a cool name actually matters for such luxury products as well.

HighGround said:

Companies like Amazon, Best Buy, and Home Depot also tried to penetrate the Chinese market, but they utterly failed. They couldn't compete and just don't understand the Chinese consumer.

Maybe it's the same story in India?

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Their failures in the Chinese market weren’t caused by the government

henrik said:

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Is BYD really going to make batteries in India?

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Depends on if India doesnt force them to hire all their top management team with local staffs and transfer their critical tech to local players and hand ownership to THE LOCAL PLAYER.
To be fair, India now has such a large market and huge population(now the worlds largest) that its difficult for foriegn companies not to be tempted despite any inconvenience or setback. Similar to China when the country opened up and liberalised in the 90s despite requirements for foreign to transfer tech to local player, forced JV with local player being majority owners etc etc Foriegn companies still flocked to make money and got hooked. Win-Win.