New Energy Vehicles (NEVs) in China

ansy1968

Brigadier
Registered Member
It seems that they have already lost. They placed all their bets on NCM batteries and didn't even consider LFP batteries

S.Korean companies simply need to "git gud" , pay more attention on their strategic direction and take into account their supplies availability, risk assessments and diversification strategies
@Overbom bro sometimes it gets me angry for what the American sanction had done to Chinese company, BUT it's a blessing in disguise due to the restriction they had become more resilient, adaptive and sanction proof. The side effect of being complacent and being a vassal , your dependency is your downfall.
 

ansy1968

Brigadier
Registered Member
I reckon if Biden's BBB fails to get off the ground, then she will be stuck with ICE vehicles for much longer much to the relief of Japanese car makers as well as ICE vehicle adherents all around the world.
@B.I.B. bro the ICE lobby is strong aside from Car manufacturer you have to include the oil industries. And the viability at this stage is not ideal due to lack of necessary infrastructure. And brother Biden is playing lip service with his "Let's go Brandon theme" :p , that bill is dead before it started.
 

Overbom

Brigadier
Registered Member
@Overbom bro sometimes it gets me angry for what the American sanction had done to Chinese company, BUT it's a blessing in disguise due to the restriction they had become more resilient, adaptive and sanction proof. The side effect of being complacent and being a vassal , your dependency is your downfall.
Competitiveness is your strength. Do you see anyone daring to sanction BYD or CATL?

If companies don't want to be destroyed then they need to become Huawei-like.

As for the S.Koreans, they are still very good. That they have such high market share while being a small country shows how capable they are. True, they made a bad bet by not even having a presence on LFP batteries, but that's life, sometimes you win, sometimes you lose

What's more important, is to keep going while learning from your mistakes. Like Huawei:)
 

Jiang ZeminFanboy

Senior Member
Registered Member
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