Huawei also unveiled Luxeed R7
New Energy Vehicles (NEVs) in China
- Thread starter supercat
- Start date
Huawei also unveiled Luxeed R7
The global supercar/hypercar community would be pretty stunned if China manages to roll out a Bugatti Chiron-beating hypercar.
BYD launches M6 in Thailand at pretty decent price.
Golden September Silver October. I think BYD sandbagged August sales a little. And with the momentum of new models with upgraded technologies, I think they are confident in hitting 4mil.
We predicted the trend here many months ago in which these two occurrences are happening right now.
I believe executives at BBA and VW know this is coming for awhile, at least since Shanghai Auto Show in April 2023. Yet again inertia and German domestic politics are obstructing them from adopting proper medicines before they slip further into abyss.
My prescription for VW and BBA is fairly simple and straight forward:
VW/Audi acquires Xpeng.
Benz acquires Nio.
BMW sign up Yin Wang with 5%~10% stake.
Get CATL factories in Germany for whatever it takes.
Get HIMA backend in Germany for whatever it takes.
The race is no longer about vehicles. BBA produce best vehicles. It is end-to-end digital experience with AI in every aspect of what we called "cars". And this is by far the biggest industrial transition since Benz invented car. But this time only Tesla plus Chinese auto companies are in the driving seats.
I don't think acquisitions will solve BBA's problems. While Nio cars would probably sell better with a Benz badge, Benz and other automakers are not behind enough to warrant the need for acquisitions. I think Volkswagen and Stellantis type deals with Xpeng and Leapmotor makes more sense.
HIMA partnership is almost impossible imo with the US looming over every European country. I can easily see US threatening to ban any German automaker that partners with Huawei due to 'national security'.
I am not trying to debate here. And I am not certainly trying to pontificate here either.
The distance between ICE gang {BBA, VW, Toyota, GM, Ford, Stellantis} and NEV camp {Tesla, BYD, Li Auto, Seres} is much wider than MSM has been portraying. When autonomous driving is added to party, the gap is even wider. If you had been through market transitions (industrial or commercial) driven by technological advancements, you would naturally have a sense of seriousness or even despair. History has proved again and again that western companies have a very poor record of successfully transforming themselves during that kind of transitions. I am absolutely not personal here. It is part of capitalistic history since the first industrail revolution.
Back to the subject of ICE-NEV in the context of AI-aided autonomous driving. If any of those companies had exhibited any level of competence on this subject, they would not have been on the other side of the news in the last few years.
So when I wrote above, I was very generous in trying not to be personal or political. There are already enough insurmountable technical barriers to them to overcome. If you really wanted to add political dimensions, then they would have no chance. You can mark my words here.
I agree.
Ford, GM, and Stellantis should follow suit and partner up with Chinese companies too. Idk how they do it or how they hide it, but plz get me a BYD Han in the states.
Plz.
At the very least, they need to get the battery tech and start a plant in US. Even if US Congress puts up a bajillion barriers.
This is the only way it'll work really IMO. Legacy automakers are just way too behind at this point.
While Chinese automakers are pushing the limits in tech & price, Volkswagen continue to offer the same old and keep prices high. It's kind of astonishing they are selling as much as they are.