New Energy Vehicles (NEVs) in China

supercat

supercat

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China's NEV penetration rate may reach 50% in 2025 or 2026, 10 years earlier than expected.
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For November, China's NEV whole sale increased 29% YoY while Tesla's EV sales in China decreased 17.8% YoY.
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Tesla's China-made EV sales fall 17.8% in Nov, biggest drop since Dec 2022​

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Xpeng X9 demonstrates autonomous driving.

That's quick. BYD's first car carrier already underwent a sea trial.
https://twitter.com/i/web/status/1731483148847079762
 
tphuang

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Expect SiC prices to come down big time over next 3 years. BYD is ramping up production on it and imo will be the largest customer & producer of SiC modules

https://twitter.com/i/web/status/1731801030285767143

FocusLight getting major contract from EU auto customer on its VCSEL module, 500k actually for Lidars. With Ga sanction, all the demand should be for Ga added value products like laser chips and modules

https://twitter.com/i/web/status/1731747058271277220

Lidar is great. U8 had the best performance in testing when it came to detecting stopped car at winter night time and stopping in time
Only cars with Lidar stopped in time. Model 3 didn't even complete the challenge. Model Y didn't even attempt braking
https://twitter.com/i/web/status/1731688969220280797

BYD & Tencent video launching a documentary on aliens

https://twitter.com/i/web/status/1731670544691425421
 
Lethe

Lethe

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BYD Australia recorded 1257 sales in November, the best result for the brand since June when it sold 1532 vehicles (which is also the high-water mark of the brand in Australia to date). The result places BYD as the #21 brand for the month, basically tied with Honda (1258 sales). As BYD only launched in Australia late last year, this is the first month for which we have YoY data and sales are up 49% from November 2022, when 845 vehicles were sold. The November 2023 sales mix consisted of 668 Atto 3s and 589 Dolphins. For comparison, MG sold 835 MG 4s across the month (plus an indeterminate but undoubtedly much smaller number of MG ZS EVs and MG HS PHEVs, unfortunately FCAI data doesn't distinguish between EV/PHEV/ICE variants of a given model). BYD Australia continues to assert that the first Seals will be delivered to customers by the end of the year so one assumes they will begin to show up in next month's sales figures.

Luke Todd, CEO of EVDirect which is the local distributor of BYD vehicles in Australia,
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, claiming that they are aiming to become a Top 5 brand by 2025 and to dethrone Toyota as Australia's #1 car brand by 2030. The former goal would require BYD sales to achieve at least 70k sales in 2025, compared to a likely 2023 finish of ~12k. I don't see that happening. If BYD sales were to triple over the next two years that would place them around #12-13, where GWM and Nissan are today.

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tphuang

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BYD's 2nd collaboration with Toyota to be launched in 2025. It's a sport crossover
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Toyota moves so slow

Carfans market report. Not a surprising here that store visits are down. We see that in the sales, especially in the sub 200k segment
https://twitter.com/i/web/status/1731999676902117607

BYD launches Song+ DM-i in Paraguay
https://twitter.com/i/web/status/1732017889941610665

Dongchedi winter testing continuing. U8, N7, ET7 and Avatr-11 are the only ones to pass the 40km/h ACC backlit heavy snow testing
https://twitter.com/i/web/status/1732047535257305497

BYD put VCSEL/laser chip in their cars for scanning
https://twitter.com/i/web/status/1732055531215282222
 
U

Umut

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The first table shows the 11-Month and November car sales in Turkey. Considering that it includes only large SUV models such as TIGGO-7 PRO, TIGGO-8 PRO and OMODA-5 and only 6-month sales, cherry is doing quite well. Sales will increase even more next year with the arrival of the TIGGO 4 PRO and some electric models.

The second table shows the 11-Month total and November electric car sales. BYD started selling in November. There were 20,000 orders before the sale started. They said they will bring 1500 atto 3 by the end of this year. More vehicles and models will arrive in 2024.

TOGG is a domestic brand of Turkey that started selling this year. Our government has increased the customs duty of electric cars produced in China to protect the TOGG. This is also a factor that affects some sales.

"KASIM"="NOVEMBER", "OCAK"="JANUARY"

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tphuang

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4Runner

4Runner

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This is an "old" news. Yet it is a watershed event. The hands behind this JV are "huge". It is becoming a mainstream view in the China EV circle that the Chinese EV ecosystem is transitioning from "EV" to "IV". If "EV" is dominated by BYD, then "IV" is going to be dominated by Huawei and its brand new JV.

Funny US politicians are still earnestly enacting spanking new restrictions on Chinese EV batteries etc., while China has already started playing at a new level in the global EV competition.

If you watch some informed videos on TikTok or Douyin about Aito M7/M9 or Luxeed S7 or Avatr 12, you would get some taste on what is coming to the Chinese EV theme in the coming months (NOT years).

I have pitched a few posts here in the past about China EV transition vis-a-vis global auto competition. This transition of "EV" to "IV" is actually exceeding my previous predictions.

Put recent Huawei Mate 60 Pro chipset and Ascend 910 AI chipset into this "IV" context, and I can see a predominantly Chinese supply chain in a hybrid ecosystem of automobile, new energy, 5G and AI. Even BYD is in danger of holding up its pole position (funny I am actually saying it here). Think about it: why would Elon said in front of main NY elites that future auto theme would be Tesla+China9? Tesla has FSD backed by AI on Nvidia, so he has good reason to be confident. Who else is even close outside Tesla and China?

We are indeed living in an interesting time ...
 
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supersnoop

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4Runner said:
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This is an "old" news. Yet it is a watershed event. The hands behind this JV are "huge". It is becoming a mainstream view in the China EV circle that the Chinese EV ecosystem is transitioning from "EV" to "IV". If "EV" is dominated by BYD, then "IV" is going to be dominated by Huawei and its brand new JV.

Funny US politicians are still earnestly enacting spanking new restrictions on Chinese EV batteries etc., while China has already started playing at a new level in the global EV competition.

If you watch some informed videos on TikTok or Douyin about Aito M7/M9 or Luxeed S7 or Avatr 12, you would get some taste on what is coming to the Chinese EV theme in the coming months (NOT years).

I have pitched a few posts here in the past about China EV transition vis-a-vis global auto competition. This transition of "EV" to "IV" is actually exceeding my previous predictions.

Put recent Huawei Mate 60 Pro chipset and Ascend 910 AI chipset into this "IV" context, and I can see a predominantly Chinese supply chain in a hybrid ecosystem of automobile, new energy, 5G and AI. Even BYD is in danger of holding up its pole position (funny I am actually saying it here). Think about it: why would Elon said in front of main NY elites that future auto theme would be Tesla+China9? Tesla has FSD backed by AI on Nvidia, so he has good reason to be confident. Who else is even close outside Tesla and China?

We are indeed living in an interesting time ...
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At the risk of sounding stupid, what is "IV"? Information-Vehicles?

Vehicle automation was always supposed to be a bedrock of 5G application. Low latency was touted as a key enabler of Vehicle-to-Vehicle communications. If enough systems feature always on 5G or similar beacons, then it can enhance navigation and even traffic flow. For fleet applications, it could report charging state, dispatch replacement in case of breakdown or low-range, or supplementary vehicles like a busy bus route.

The Chinese government is subsidizing 5G service nationwide as essential to national growth. @KYli made the comparison, western governments are using 5G spectrum auctions to generate revenue, but in turn the costs are passed down to the consumer, hampering growth.

Those Chinese companies are terrible. They make you have unrealistic expectations for EVs, then you realize you can only have those expectations inside China...
 
4Runner

4Runner

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supersnoop said:
At the risk of sounding stupid, what is "IV"? Information-Vehicles?
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My creation "Intelligent Vehicle" after "Electric Vehicle". In Chinese, the current popular wording is "智能驾驶"， which is "Intelligent Driving". I don't like use "smart" or "AI" or "autonomous vehicle", which I consider widely abused in various areas. But the essence is unmistakable in China EV theme right now. Along this line, I believe China will be the first country to achieve L4 equivalent on public roads, in terms of consumption scale as well as government regulation. It is pretty much a 2-house race right now, Tesla vs Huawei. And I think Huawei will come out on top while Tesla will do well with its FSD (Full Self-Driving).
 
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