New Energy Vehicles (NEVs) in China

sndef888

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It will be worse for the Japanese auto makers because they stubbornly cling to traditional gasoline auto tech. Even though the Germans are late to the game they are doing whatever they can to improve their EV tech, sometimes partnering with Chinese firms to do so.
Toyota has a cult like status. I think they can keep this up for at least 1-2 years before their brand name disappears if they don't come up with competitive EVs

Honda and especially Nissan are now already on the verge of dying like GM
 

tphuang

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ficker22

Senior Member
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I don't know if BYD does its own brakes for every model, but it definitely develops brakes like this high end carbon ceramic fiber brake for U9.

Ok, thanks.


I just got a hint from german industry, the current VW and BMW insecurities also translates to OEM supply chains.

Bosch and ZF want to hire lots of chinese mandarin speaking engineers which they want to sent over to China to "learn" and forge cooperations with Chinese Automobile companies.

Timeframe 2025-2026 to make a shift similiar to BASF, away from germany and internationalize, South Africa, LatAm and China were mentioned.


All anecdotal as of now, maybe in coming month I can offer more solid plans.
 

tphuang

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Ok, thanks.


I just got a hint from german industry, the current VW and BMW insecurities also translates to OEM supply chains.

Bosch and ZF want to hire lots of chinese mandarin speaking engineers which they want to sent over to China to "learn" and forge cooperations with Chinese Automobile companies.

Timeframe 2025-2026 to make a shift similiar to BASF, away from germany and internationalize, South Africa, LatAm and China were mentioned.


All anecdotal as of now, maybe in coming month I can offer more solid plans.
yeah, they pretty much has to do this, because there just isn't enough software talent in Germany. It's pretty well know that Bosch is busy working with Chinese supply chain to get into EV and AV world.

I've talked about tier 1 supplier issue for a while now. If you look at the tier 1 customers to Horizon, a whole bunch of European suppliers there. They can't move forward without Chinese help here.

Horizon_J6EM-Tier1Customers.jpg
 

gelgoog

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yeah, they pretty much has to do this, because there just isn't enough software talent in Germany. It's pretty well know that Bosch is busy working with Chinese supply chain to get into EV and AV world.
That is pretty much bogus. Germany has a pretty decent software industry. The problem is, you cannot expect to beat people who have been working for 5 years or more in their software product in a highly competitive environment with a new product made in a year or two. Quite often software is about accumulation and in this case of advanced vehicle software it is especially so. You need to have a whole stack from the operating system to the graphical user interface level.

I've talked about tier 1 supplier issue for a while now. If you look at the tier 1 customers to Horizon, a whole bunch of European suppliers there. They can't move forward without Chinese help here.
This is another of Europe's huge fails. Instead of dumping huge amounts of money into building chip fabs the European Commission should have funded EV development instead. Including designing self-driving chips. They are just dumb.
 
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