New Energy Vehicles (NEVs) in China

Blade 2.0 will first appear on U7. But to be fair, they've been making steady improvements for a while now. So, it's kind of hard to think of things as just 1 leap.

Keep an eye on the Sea Lion launch on Friday. This is when the BYD e Architecture will come out

May week order status, pretty robust for the top brands


NEV shift in van sales is pretty pronounced also

big events this month expected from BYD. Probably biggest improvements of their platform since 2021. Rest of the market will be behind BYD again after this

Denza N7 reported 8322 orders during the May 1st period


Geely Galaxy E5 being unveiled

tphuang said:

BOE is definitely the king of supplying screens to NEVs

https://twitter.com/i/web/status/1787544051606077731

They got product for everyone, it seems like

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TCL CSOT supplys the 16.1 inch console screen on the Xiaomi SU7, while BOE supplys the dashboard screen. Zejing Tech supplys the HUD.

By the way, both console screen and dashboard screen on the SU7 are LCD, unlike many cars that uses OLED.

Tesla is not doing well recently. If you believe electrek.co, their layoff may approach 20%, doubling the announced 10%.

Tesla (TSLA) launches another round of layoffs​

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Tesla's China-made EV sales fall 18% y/y in April​

Deliveries of China-made Model 3 and Model Y vehicles slid 30.2% from March.

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BYD's vehicle carrier is going to South America, with the imminent launch of the Shark pickup in Mexico and globally.

BYD’s First Ro-Ro Ship Sets Sail on Maiden Voyage to South America

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BYD beat LG Energy Solution in Q1, 2024.

CATL continues to be No. 1, but with a slightly reduced share from Jan-February. BYD is back in second place, overtaking LG Energy Solution.

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“We believe that Western auto firms (including Tesla) have come to a unanimous and simultaneous realization: China has won the contest for EV supremacy,” writes the Morgan Stanley auto analyst Adam Jonas in a new note to clients.
"

4Runner said:

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"
“We believe that Western auto firms (including Tesla) have come to a unanimous and simultaneous realization: China has won the contest for EV supremacy,” writes the Morgan Stanley auto analyst Adam Jonas in a new note to clients.
"

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How could they have ever competed? Half the political class in the US banks on climate change denial as a vote getter. You can't become a market leader in a technology if half the population actively hates EVs. Tesla is an outlier when it comes to popularity and it was due to the cult of personality built around Musk, once they saw initial success all attempts at innovation basically stopped, the cyber truck is a joke compare to what's coming out of China.

Meanwhile the Chinese government as a whole recognised the potential, promoted the vision and supported ev industry growth while still allowing healthy competition. As a result you have some of the most competitive cars on the planet. If the EU, themselves giants of car manufacturing, is begging Chinese brands to set up EV factories, how could US car manufacturers, only surviving because of blatant protectionism and subsidies even come close?

supercat said:

Tesla is not doing well recently. If you believe electrek.co, their layoff may approach 20%, doubling the announced 10%.

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Only if you view layoffs as a bad thing.

Inefficiencies should be cut, and Tesla spent a lot of money investing (their Capex has been steadily going up every year).

What people should really be concerned by is the revenue drop, and that's probably what Musk is also concerned about.

tankphobia said:

How could they have ever competed? Half the political class in the US banks on climate change denial as a vote getter. You can't become a market leader in a technology if half the population actively hates EVs. Tesla is an outlier when it comes to popularity and it was due to the cult of personality built around Musk, once they saw initial success all attempts at innovation basically stopped, the cyber truck is a joke compare to what's coming out of China.

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The Democrats hate Musk and Tesla. Because they don't use unionized labor.

Nio sub-brand Onvo to use BYD batteries, report says​