New Energy Vehicles (NEVs) in China

siegecrossbow

siegecrossbow

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antiterror13 said:
It has happened many times in the past
* Solar panels
* CNC
* Smartphone
* Satellites
* Cars
* OLED TV
* etc

Soon .... SSD, Memory, CPU, O/S, AI, Graphic card, Lithography, etc
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All of those things you listed are garbage tier tech easily mastered by third world countries. They are incomparable to true core technologies like step mom/sis pron, which China cannot master in 10,000 years.
 
A

AndrewS

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tamsen_ikard said:
The more China gets stronger in these high tech sectors. The more poorer the west will get.

People think China can only catchup to US and EU by growing. Nope, they can also catchup by pulling the guys on top down as well. There is also a thinking that China can never be rich cause it will require too much resources. But they do not realise, China could also take away existing resources and money from the west who consumes too much.

The more China move up the value chain, there will be economic crisis and downturn in the west.
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I don't think resources will actually be an issue.

Electricity costs are trending towards zero.
The latest solar electricity bid in Saudi is just $0.017 per kWh. Coal is a minimum of 4x more expensive.

I also see an analyst house forecasting that solar+storage will be at grid parity in China in 2025

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If you have large amounts of cheap energy + robots, you can effectively extract and process unlimited resources.

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So whilst China may outcompete hi-tech companies from the West, this will be more than counterbalanced by cheap energy + robots, which will result in even more production at lower prices.
 
tphuang

tphuang

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siegecrossbow

siegecrossbow

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Bill Ford Jr., executive chairman of
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, warned about China’s EV makers earlier this year,
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, “They developed very quickly, and they’ve developed them in large scale, and now they are exporting.” U.S. automakers, he added, are “not quite yet ready” to compete against them.

In America, subsidies in the Inflation Reduction Act offer carmakers some protection from Chinese EVs. “But they will come here we think at some point and we need to be ready,” Ford said.

“We see the Chinese as the main competitor, not GM or
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,” Ford CEO Jim Farley said at a finance event in May, looking ahead to an EV future. “The Chinese are going to be the powerhouse.”
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mossen

mossen

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I just don't see how the legacy American legacy automakers can compete with the Chinese. Even Tesla is falling behind (look at how much more expensive Cybertruck became once available, and how delayed). I hope I'm wrong, but I suspect that the call to ban imports even from Chinese-owned factories in Mexico will grow louder as it becomes clear that US legacy automakers can't easily catch up despite gobs of cash thrown at them.

Ultimately, some of them will have to either go bankrupt or merge.
 
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