New Energy Vehicles (NEVs) in China
- Thread starter supercat
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supercat
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It's alleged that VW bought Xpeng G9's electronic and electric architecture (E/E architecture). G9:
I'm just glad NIO is not alone in its effort to build battery swap stations.
No more choke points for oil transports to China?
I agree that XPeng is a good match for VW.
I will say that after I posted that rumor, some people are getting really offended by the idea that Western automakers have to work with 2nd tier Chinese EV makers.
I will say that after I posted that rumor, some people are getting really offended by the idea that Western automakers have to work with 2nd tier Chinese EV makers.
Dolphins are quite popular in Thailand and Malaysia.
BYD really needs to get launched in Vietnam & Indonesia soon. Com'on, those markets need Dolphins too
this btw should show the importance of building up sales network abroad. Even if you have the most in demand product but don't have enough stores & staff, you just can't setup enough appointment slots for people to come, do test drives & fork over their money. Even with Tesla, people still need to come to Tesla stores, do test drives and decide if they want to accept the car or not. They can always decline & wait for later delivery. The money doesn't come through until they drive it away.
Now just imagine doing with dealers, this is even more old school. So if you just have 4 stores in Malaysia and they are all full, that's the most you can sell. So they need to increase their sales network all across the world
Now just imagine doing with dealers, this is even more old school. So if you just have 4 stores in Malaysia and they are all full, that's the most you can sell. So they need to increase their sales network all across the world
It’s a lose-lose deal in the long run for VW&Xpeng ,Especially for VW&Audi,it will damage their brands and capabilities (tech and manufacturing)they gain in this trade will not be transportable, Xpeng software and ADAS will be a fatal problem when it comes to the NA market.
Such short sighted decision-making is what took them here in the first place. VW can build a decent electric platform if they fire a decent amount of employees, it’s the manufacturing and supply chain issue they cannot deal with, and this trade changed absolutely nothing at all.
Such short sighted decision-making is what took them here in the first place. VW can build a decent electric platform if they fire a decent amount of employees, it’s the manufacturing and supply chain issue they cannot deal with, and this trade changed absolutely nothing at all.
My read is that Ford and GM have given up on the Chinese market.
But the Inflation Reduction Act means Japanese/Korean automakers are going to be screwed in the US market, and all those sales will go to GM and Ford instead
EDIT. And of course, to Tesla as well
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Yeah and the American need to cough out $100k to buy one.
To be fair, outside of China Korean car manufacturers position themselves as such.
Not without success, their sales are booming.
I don't see it this way
Volkswagen only sells 10% of its cars to the USA. The other 90% is far more important, and remember China alone is around 40-50% of VW group sales.
Overall, the US market is small and only accounts for about 1 in 6 vehicles sold globally. Focusing on the demands of the small US market will screw any automaker with global ambitions.
That is why GM and Ford are retreating from the world and becoming local carmakers that only operate in the US.
And remember future cars are becoming software-defined smartphones with electric powertrains.
And we can look at how Germany's software and smartphone industry has fared very badly