On the Sandy Munro videos, he's benchmarking against the cars from legacy automakers available in the US.
In terms of manufacturing, I'd say Tesla China and Tesla Germany are comparable to the
New Energy Vehicles (NEVs) in China
- Thread starter supercat
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On the Sandy Munro videos, he's benchmarking against the cars from legacy automakers available in the US.
In terms of manufacturing, I'd say Tesla China and Tesla Germany are comparable to the
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On the Sandy Munro videos, he's benchmarking against the cars from legacy automakers available in the US.
In terms of manufacturing quality and efficiency, I'd say Tesla China and Tesla Germany are comparable to the leading Chinese firms.
In terms of physical performance, I'd rate Tesla about 20% better than anyone else. But since car batteries are grossly oversized to handle occasional long journeys, the vast majority of drivers will not notice any difference for the vast majority of the time because it's just daily commuting and local journeys. And this applies especially in China where trips are shorter and long road trips are not the norm. This also translates into cost, but a difference of 20% in terms of electricity costs isn't really noticeable.
But the key difference is in electronics, where Tesla lags behind the Chinese EV leaders. For example, back when lidars cost over $10K, it made sense to only rely on cameras. But now? You see lidars being offered for $500-$2000, and prices will continue to drop.
For that sort of money, lidars will become standard in mid-range cars very shortly and will usher in self driving capabilities faster (and better) than going with Tesla's camera only route.
Self driving capability is arguably the most important technology and feature you can imagine in a car.
On the Sandy Munro videos, he's benchmarking against the cars from legacy automakers available in the US.
In terms of manufacturing quality and efficiency, I'd say Tesla China and Tesla Germany are comparable to the leading Chinese firms.
In terms of physical performance, I'd rate Tesla about 20% better than anyone else. But since car batteries are grossly oversized to handle occasional long journeys, the vast majority of drivers will not notice any difference for the vast majority of the time because it's just daily commuting and local journeys. And this applies especially in China where trips are shorter and long road trips are not the norm. This also translates into cost, but a difference of 20% in terms of electricity costs isn't really noticeable.
But the key difference is in electronics, where Tesla lags behind the Chinese EV leaders. For example, back when lidars cost over $10K, it made sense to only rely on cameras. But now? You see lidars being offered for $500-$2000, and prices will continue to drop.
For that sort of money, lidars will become standard in mid-range cars very shortly and will usher in self driving capabilities faster (and better) than going with Tesla's camera only route.
Self driving capability is arguably the most important technology and feature you can imagine in a car.
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Denza looking to export D9/N7s, which might rescue its' flagging sales in China. I think N7 might do better abroad, just like Seal
BYD is really good at building stuff, Jinan has been under production for a while including its new production base as well as semi fab. But more ahead, parts factory and world class race track test center are coming.
More on BYD is really good at building stuff, Hefei plant is also coming along really nicely
Had 1300 Seal orders in just 4 days in Malaysia after launching. Doing quite well in that market. Will start delivery this month
Had 1300 Seal orders in just 4 days in Malaysia after launching. Doing quite well in that market. Will start delivery this month
AssassinsMace
Lieutenant General
Western car reviewers that review Western cars, I never see them include any Chinese cars in the mix. So it's safe say they aren't including any Chinese cars whatsoever.
Reviewers in Great Britain and Australia/New Zealand do. For US/Canada there isn’t any Chinese brand car yet so no reviews is normal. Even then you see Jalopnik talking about their impressions with test drives of token vehicles.
Tesla interior also lacks premium bells and whistles like fridges, massage seats, additional screens, materials are not nice, fit and finish are not consistent. Those bells and whistles may not have any real impact on the car, but can definitely enhance the “premium-ness”
This video is emblematic to US EV struggle vis-a-vis China. Most of mentioned issues by which EV sales in US are falling are less acute or already resolved in China. The top issue is pricing and charging. For one example, the next generation charging technology Mercedes-Benz was developing before dropping EV development was 400V. Today, 400V charging in China is common in budget EVs. New generations of EV in China are going from 800V to 1000V. Huawei super charging is getting step-by-step closer to the gas station refueling time.
So let's try to list EV adoption barriers in the US vis-a-vis China.
(1) EV is significantly more expensive during the whole life cycle while choices are limited.
(2) Battery cost and safety and maintenance matters. LFP is the way to go. Battery supply chain is key.
(3) Lack of public charging infrastructure that is getting faster and easier for drivers on the way.
(4) Lack of advanced plugin hybrid technologies.
(5) Self-driving availability and reliability is limited.
(6) User experiences in mobility and comfort matter. 冰箱沙发大彩电 matter. NFC/5G/Sat integration matters.
BYD is wiping the floor with EV under USD 30K. Huawei alliance is going to be Gorilla for EV above USD 30K. Then you count Nio, Xpend and Li Auto in luxury segments. You count Geely, Chery (奇瑞), SAIC, GAIC, Changan etc. in mass market segments. By the end of this year, there will be at least 3 more auto makers with Huawei intelligent EV platform and at least 3 state-owned auto makers with Huawei Hi EV platform, while Huawei is likely going to introduce 1000V super charging solutions.
This coming global EV war is getting real sooner rather than later ......
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