Here come the Chinese EV makers to Europe....
Discussion
https://www.bloomberg.com/news/articles/2020-06-11...
I have no doubt that China will play. They are the leaders in battery technology by miles at this stage...much of which ends up in Western brands. However, the Chinese brands will not be far behind. Interesting article,
I have no doubt that China will play. They are the leaders in battery technology by miles at this stage...much of which ends up in Western brands. However, the Chinese brands will not be far behind. Interesting article,
Edited by RDMcG on Friday 12th June 14:01
West is seeing it as a race between Tesla and old auto (VW, Ford etc).
In reality Tesla is keeping a step ahead of the Chinese with old western auto way way behind.
China is scaling up like crazy and in a few years will flood the rest of the world with quality EVs at cheaper than the west can make ICE or EV cars.
In reality Tesla is keeping a step ahead of the Chinese with old western auto way way behind.
China is scaling up like crazy and in a few years will flood the rest of the world with quality EVs at cheaper than the west can make ICE or EV cars.
RobDickinson said:
West is seeing it as a race between Tesla and old auto (VW, Ford etc).
In reality Tesla is keeping a step ahead of the Chinese with old western auto way way behind.
China is scaling up like crazy and in a few years will flood the rest of the world with quality EVs at cheaper than the west can make ICE or EV cars.
I would agree that Tesla is ahead in terms of product...but they are relying on china for a lot of their battery technology. I think this is where the valuable IP is and the West as a whole is lagging badly in investing in the future. I also agree that the traditional auto manufacturers are in trouble.In reality Tesla is keeping a step ahead of the Chinese with old western auto way way behind.
China is scaling up like crazy and in a few years will flood the rest of the world with quality EVs at cheaper than the west can make ICE or EV cars.
It does feel like the perfect opportunity for the Chinese car manufacturers to enter the mainstream market in Europe. They've been slowly but steadily improving their exported cars from being joke copies of Western vehicles a decade ago to being at or around the bottom of the budget market in Europe; and by and large what's stopped them competing fully with the budget European brands has been their power-trains. The fact everyone is starting from scratch with EVs should, if they play their cars right, propel them fully into the mainstream budget car market and from there they can move upwards into the high volume mainstream EV market in much the same way Kia and Hyundai have with their ICE vehicles.
Article here not very encouraging for VW EV strategy..and there is trouble the boardroom:
https://www.bloomberg.com/opinion/articles/2020-06...
https://www.bloomberg.com/opinion/articles/2020-06...
RobDickinson said:
West is seeing it as a race between Tesla and old auto (VW, Ford etc).
In reality Tesla is keeping a step ahead of the Chinese with old western auto way way behind.
China is scaling up like crazy and in a few years will flood the rest of the world with quality EVs at cheaper than the west can make ICE or EV cars.
China certainly has the potential to decimate the 'old boys' in the car industry if the political will is behind it.In reality Tesla is keeping a step ahead of the Chinese with old western auto way way behind.
China is scaling up like crazy and in a few years will flood the rest of the world with quality EVs at cheaper than the west can make ICE or EV cars.
In the same amount of time it took Telsa to get past all the red tape and start clearing trees in germany, they found a site in china, built it and started production
i believe this is one delivery of EV Buses, i can just imagine Khan trying to organise this lol
https://www.youtube.com/watch?v=mR6-E-wusYg
Edited by Dave Hedgehog on Friday 12th June 15:19
Dave Hedgehog said:
RobDickinson said:
West is seeing it as a race between Tesla and old auto (VW, Ford etc).
In reality Tesla is keeping a step ahead of the Chinese with old western auto way way behind.
China is scaling up like crazy and in a few years will flood the rest of the world with quality EVs at cheaper than the west can make ICE or EV cars.
China certainly has the potential to decimate the 'old boys' in the car industry if the political will is behind it.In reality Tesla is keeping a step ahead of the Chinese with old western auto way way behind.
China is scaling up like crazy and in a few years will flood the rest of the world with quality EVs at cheaper than the west can make ICE or EV cars.
In the same amount of time it took Telsa to get past all the red tape and start clearing trees in germany, they found a site in china, built it and started production
i believe this is one delivery of EV Buses, i can just imagine Khan trying to organise this lol
https://www.youtube.com/watch?v=mR6-E-wusYg
Edited by Dave Hedgehog on Friday 12th June 15:19
RDMcG said:
I would agree that Tesla is ahead in terms of product...but they are relying on china for a lot of their battery technology. I think this is where the valuable IP is and the West as a whole is lagging badly in investing in the future. I also agree that the traditional auto manufacturers are in trouble.
Wait what? Its only now that the mic teslas are using Chinese batteries otherwise its been Panasonic all the way with serious tesla input. They'll be making their own cells very soon RDMcG said:
https://www.bloomberg.com/news/articles/2020-06-11...
I have no doubt that China will play. They are the leaders in battery technology by miles at this stage...much of which ends up in Western brands. However, the Chinese brands will not be far behind. Interesting article,
No way Norway at 5M people is "one of the largest EV markets in Europe". I have no doubt that China will play. They are the leaders in battery technology by miles at this stage...much of which ends up in Western brands. However, the Chinese brands will not be far behind. Interesting article,
Edited by RDMcG on Friday 12th June 14:01
There is a high percentage take up there because the government have shares in Tesla, own and operate one of the largest Hydro electric systems in Europe (if not the world?) and subsidise EV purchase and running costs a LOT!
No consideration of other none US or Chinese EV manufacturers and Renault is not the only Europe EV company.
Very American centeric article which misses a lot of info on where the European EV market is and who's supplying to it
China is probably THE largest EV market in the world and they WILL export their product.
They are already here
Volvo and the London Taxi Co are Chines owned
I couldn't read the article, but did read recently BYD already sell 20% of electric buses in Europe? Seems like China are deliberately neglecting the city car market for some reason, but are active in public transit. EU incumbents are going to get a bit of a reality check when they turn on the fire hose
I still wonder if there will be an “anti china” backlash when things settle down after both the virus and what is happening to Hong Kong. Living here in HK I know of many local people who are refusing to buy anything “made in china” as they are terrified of them becoming even more dominant globally. Much as the new EVs may be better than those from the west, will people buy them? Over here I don’t think so - will Europe and USA feel the same?
tvron said:
I would have thought after all the grief and hardship and ongoing situation we should all be looking to buy as much non Chinese goods as possible and supporting our own and European products
Whilst that is a nice idea people won't pay the premium required to support local manufacturingmikey k said:
tvron said:
I would have thought after all the grief and hardship and ongoing situation we should all be looking to buy as much non Chinese goods as possible and supporting our own and European products
Whilst that is a nice idea people won't pay the premium required to support local manufacturingREALIST123 said:
Some will and some already are. Including me. It’s interesting searching for local alternatives and I’ve already bought a few things that, whilst being more expensive, certainly prove the idea that lots of what comes from China is junk.
What kind of things?If they can make an iPhone to spec they can build a copy of any car you care to name
Edited by tattarrattat on Saturday 13th June 17:54
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