Tesla opens R&D center and data center in China
#16
Great article. Basically, Tesla is teaching the Chinese how to make EVs and the Chinese have nothing to lose by doing it Tesla's way so they are lock-in-step with Tesla and their practices. In the meantime, GM and Ford have a huge ICE business they are unwilling to cannabalize and the Japanese don't even believe in BEVs. At least the Germans and Koreans have realized that they could be out of business if they don't change so have ramped up BEV development significantly but still have all that ICE legacy that they have to manage.
I could see a big Chinese company go global soon with an EV brand. The Chinese government is so calculated...pretty scary.
I could see a big Chinese company go global soon with an EV brand. The Chinese government is so calculated...pretty scary.
#17
I think this is inevitable. Sandy Munro says going forward there will be Tesla, EVs from China, VW then everyone else lagging.
And are not dragged down by bureaucratic stupidity. In the U.S. we are seeing corruption at the highest level coming from the highest office. Regulators will do everything in their power to kneecap Tesla in what I am confident will be a failed attempt to prop up legacy auto.
And are not dragged down by bureaucratic stupidity. In the U.S. we are seeing corruption at the highest level coming from the highest office. Regulators will do everything in their power to kneecap Tesla in what I am confident will be a failed attempt to prop up legacy auto.
#18
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tesla's doing great although still so manufacturing limited, but is working like crazy to bring on plants all over.
#19
Sandy's "China is coming" apocalypse prediction is just silly. China itself is not a single company, it has numerous different car companies and is oversaturated with numerous brands that all have to compete with one another just to survive, nevermind dealing with outside competition from global brands. Even if one Chinese car company magically gets solid state batteries tomorrow, their main priority won't be going to Europe or America to compete with those established brands by wasting millions of dollars on setting up a dealer network and taking decades to gain brand recognition, but to use their advantage to fend off other Chinese brands because they are their immediate competition.
#20
#21
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Sandy's "China is coming" apocalypse prediction is just silly. China itself is not a single company, it has numerous different car companies and is oversaturated with numerous brands that all have to compete with one another just to survive, nevermind dealing with outside competition from global brands. Even if one Chinese car company magically gets solid state batteries tomorrow, their main priority won't be going to Europe or America to compete with those established brands by wasting millions of dollars on setting up a dealer network and taking decades to gain brand recognition, but to use their advantage to fend off other Chinese brands because they are their immediate competition.
#22
ah this is where i think you've got that wrong. it could well happen that TESLA becomes primarily a chinese manufacturing company more than anywhere else and exports from china all over. at that point it doesn't matter a whole lot what the other chinese companies do. although nio and others are not going away. plus any one of those companies could 'go to europe or america to compete' to quote you, by simply selling through an existing u.s. brand. for example, buick selling a nio ev. could definitely happen.
#24
#25
ah this is where i think you've got that wrong. it could well happen that TESLA becomes primarily a chinese manufacturing company more than anywhere else and exports from china all over. at that point it doesn't matter a whole lot what the other chinese companies do. although nio and others are not going away. plus any one of those companies could 'go to europe or america to compete' to quote you, by simply selling through an existing u.s. brand. for example, buick selling a nio ev. could definitely happen.
And there are already Chinese-built cars sold here in the U.S. (i.e. all of Volvo's products), but the brands themselves are not Chinese. A Chinese brand coming here and being successful would take decades like Toyota or Hyundai/Kia.
#26
Nio is a startup, not a large corporation like Geely, or state-owned by the Chinese Government like GAC so they are quite literally in the same boat as Lucid and others, except they have the most competitive car market in the world in their backyard. Have you ever wondered why Nio seems so desperate to sell itself in other markets? It's because it's own home market is literally too competitive. Nio's startup status makes it one of the most vulnerable Chinese car companies.
And there are already Chinese-built cars sold here in the U.S. (i.e. all of Volvo's products), but the brands themselves are not Chinese. A Chinese brand coming here and being successful would take decades like Toyota or Hyundai/Kia.
And there are already Chinese-built cars sold here in the U.S. (i.e. all of Volvo's products), but the brands themselves are not Chinese. A Chinese brand coming here and being successful would take decades like Toyota or Hyundai/Kia.
#27
China wants its own brands to succeed, but they have to finish the free-for-all gladiator death match in their home country before they can expand overseas en masse.
#28
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I think the Berlin and Austin factories will actually produce more than the Shanghai units so we'll see if it turns out like this. I suspect that one major OEM will arise from China in the global market but the others will mainly sell to mainland China. I wouldn't be surprised if one or two Japanese manufacturers die in this transition to EVs though.
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