New Energy Vehicles (NEVs) in China

supercat

supercat

Major
Tesla isn't doing well lately while BYD beats it in SE Asia.

Tesla stock tumbles after its profit plunged​

Telsa profit in the second quarter plunged more than 40% from a year ago, as the electric vehicle company has faced both more EV competition from established automakers and a slowing of overall EV sales growth.
Click to expand...
Please, Log in or Register to view URLs content!

China's BYD widens EV lead over Tesla in Singapore, Southeast Asia, data shows​

BYD's EV sales in Singapore jumped 83% in the first half of this year from the entire 2023 level to 2,587 units, while second-ranked Tesla sold just 28 more cars during the period than last year, putting 969 Teslas on the roads.
Click to expand...
Please, Log in or Register to view URLs content!

It seems that LG Energy Solution still can't make LFP batteries by themselves and they need Chinese partners.
https://twitter.com/i/web/status/1816010770506793341
 
C

CMP

Senior Member
Registered Member
supercat said:
Tesla isn't doing well lately while BYD beats it in SE Asia.

Please, Log in or Register to view URLs content!


Please, Log in or Register to view URLs content!

It seems that LG Energy Solution still can't make LFP batteries by themselves and they need Chinese partners.
https://twitter.com/i/web/status/1816010770506793341
Click to expand...
TBF, building out a mass production line for any kind of Lithium batteries (regardless of the specific chemistry) is very hard to do with very high yield (low/negligible defect/reject rates). I would put it at two tiers down below chip manufacturing, in terms of challenge. Maybe only just one tier below aerospace or pharmaceuticals.

Also, Finland sounds like a retarded place to build an LFP production line. Hungary would be the smarter move.
 
Last edited:
H

henrik

Senior Member
Registered Member
CMP said:
TBF, building out a mass production line for any kind of Lithium batteries (regardless of the specific chemistry) is very hard to do with very high yield (low/negligible defect/reject rates). I would put it at two tiers down below chip manufacturing, in terms of challenge. Maybe only just one tier below aerospace or pharmaceuticals.

Also, Finland sounds like a retarded place to build an LFP production line. Hungary would be the smarter move.
Click to expand...

Why make LFP batteries for LG, when you can promote using your own brands?
 
You must log in or register to reply here.
Top