New Energy Vehicles (NEVs) in China

tankphobia

tankphobia

Senior Member
Registered Member
tamsen_ikard said:
Looks like you assume every country has China's level of infrastructure and funding to be able to develop masssive electricity production network and also HSR. Obviously that is not the case. For global south even an ice vehicle that doesn't require a charging infrastracture is a massive upgrade compared to walking. You can easily transport oil in a truck and load up on an ice vehicle, electric vehicles need extremely sophisticated charging network. Which makes it only rich countries can afford it.
Click to expand...
A good charging network requires a robust electrical network able to handle large spikes in demand, this is not a luxury afforded to most countries. Especially in developing countries where occasional brownouts occur, the mass adoption of EVs can even worsen the reliability of the grid as a whole. (Unless vehicle to grid tech is utilised to stabilise the grid)

This makes hybrids a no-brainer in high traffic, limited infrastructure countries such as Phillipines or Vietnam, as the massive fuel savings in gridlocked start stop traffic will quickly add up, the fact that hybrids don't really cost all that much more than a normal ICE card doesn't hurt either.
 
C

curiouscat

Junior Member
Registered Member
Please, Log in or Register to view URLs content!
TAIPEI -- U.S. chipmaker Nvidia is expanding its partnership with Chinese EV maker BYD to include AI training, auto manufacturing and in-car computing, even as the company is barred from selling some of its most powerful chips to China.

BYD, the world's top EV maker, will use the latest generation of Drive Thor, Nvidia's next-generation in-vehicle computing chip platform designed for AI and autonomous driving applications, the chipmaker said on Monday at its GPU Technology Conference. The automaker will also use Nvidia's AI infrastructure to train AI models for autonomous driving.

Drive Thor is powered by Nvidia's latest AI chipset, Blackwell, which was unveiled on the same day. The chipset is designed for large language models and generative AI workloads.

The partnership will extend beyond cars to "entire workflows," said Danny Shapiro, Nvidia's vice president of automotive. BYD will use Nvidia's platform to develop and deploy "intelligent robots" within its manufacturing facilities for factory planning and use its Omniverse real-time 3D graphics platform to improve the shopping experience for car buyers.

Nvidia is the world's most valuable chipmaker, known for its powerful AI training chipsets. In addition to BYD, it announced that several other Chinese automobile makers will adopt its Drive Thor as the "AI brain" for their next generation of EV fleets. These include Xpeng and Hyper, a premium luxury brand owned by Gac Aion.

Geely's luxury EV brand Zeekr and Li Auto were among the first to include Drive Thor in their roadmap for future models. The first cars using the platform m will be launched in 2025.

Nvidia's automotive technology is gaining traction with major global players. Mercedes-Benz, Jaguar Land Rover, Volvo and SAIC all use Nvidia's current-generation automotive chipsets for their in-car computing systems. Chinese EV manufacturers Nio and Geely use Nvidia's large language models and computing platforms to train their AI capabilities.

"Every single automaker that is training any kind of AIs, and now generative AI, is adopting Nvidia's systems," Shapiro said.

The announcement of a closer partnership with BYD comes just months after the Chinese automaker surpassed Toyota and Volkswagen as the largest automaker in China last year. It has grown significantly in overseas markets, and overtook Tesla as the world's top EV maker in 2023.

BYD's rapid rise in the auto industry also drew the attention of foreign authorities. The European Union in October last year launched an anti-subsidy investigation into imports of EVs from China, including BYD's, to determine if there is an illegal subsidization that threatens the EU's makers.

The competition in the automotive chips arena is also heated as the car industry embraces more smart features, from autonomous driving to sensing.

Nvidia said it would partner with MediaTek, the world's biggest mobile chip developer by shipments, which will integrate Nvidia's GPU into MediaTek's Dimensity Auto Cockpit to run large language models, allowing vehicles to support functions like chatbots, AI-based safety and entertainment apps. Earlier this year, U.S. chipmaker Qualcomm also partnered with Bosch on a central vehicle computer for running infotainment and advanced driver assistance system (ADAS) functionalities.

Washington has curbed shipments of Nvidia's flagship AI chips to China due to national security concerns. The company redesigned its offerings to meet the regulations, but Washington later tightened those restrictions further and has
Please, Log in or Register to view URLs content!
if Nvidia attempts something similar.
Click to expand...
 
tphuang

tphuang

Lieutenant General
Staff member
Super Moderator
VIP Professional
Registered Member
BYD, Hyper & XPeng are all picking Nvidia Thor for future EVs. Not a huge fan of this for any one of them, but especially BYD. I don't really care about using Thor itself, since I think only the Yangwang models are likely to use it. It's more concerning to me that they are going to use Nvidia AI infrastructure. That seems ripe to be cut off. At a time when US govt has its eyes on BYD.

Now, I've been told BYD has no interest in entering US PV market any time soon. This comes from WCF himself. But relying on Nvidia infrastructure is just not wise.

https://twitter.com/i/web/status/1769907165983076617
 
Blitzo

Blitzo

Lieutenant General
Staff member
Super Moderator
Registered Member
tphuang said:
BYD, Hyper & XPeng are all picking Nvidia Thor for future EVs. Not a huge fan of this for any one of them, but especially BYD. I don't really care about using Thor itself, since I think only the Yangwang models are likely to use it. It's more concerning to me that they are going to use Nvidia AI infrastructure. That seems ripe to be cut off. At a time when US govt has its eyes on BYD.

Now, I've been told BYD has no interest in entering US PV market any time soon. This comes from WCF himself. But relying on Nvidia infrastructure is just not wise.

https://twitter.com/i/web/status/1769907165983076617
Click to expand...

TBH this kind of tracks in context of BYD's other overseas engagements and pursuits in western nations.

It's rather consistent with their sense (or lack of) risk mitigation.
 
You must log in or register to reply here.
Top