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Not ahead of Chinese automakers. And Tesla is paying for the privilege of that foothold. Meanwhile, Toyota is firing up battery supply in Thailand. Not to menti

Not ahead of Chinese automakers. And Tesla is paying for the privilege of that foothold. Meanwhile, Toyota is firing up battery supply in Thailand. Not to mention that Panasonic and Chinese suppliers are the real source of Tesla batteries.

xedeon 8y ago
>Not ahead of Chinese automakers. And Tesla is paying for the privilege of that foothold. The context was the barrier to entry in China. That was already implied? No other foreign auto maker was able to cut the same deal as Tesla in China. >Toyota is firing up battery supply in Thailand. Toyota/Lexus have zero plans for electrification in the near future. In fact, they have instead doubled down on Hydrogen with the Mirai. http://www.thedrive.com/news/22429/toyota-to-double-down-on-hydrogen-fuel-cell-vehicles-as-industry-goes-electric http://www.thedrive.com/news/22429/toyota-to-double-down-on-... https://corporatenews.pressroom.toyota.com/releases/toyota+doubles+down+zero+emissions+heavy+duty+trucks.htm https://corporatenews.pressroom.toyota.com/releases/toyota+d... >Not to mention that Panasonic and Chinese suppliers are the real source of Tesla batteries. Not really sure what point you're trying to make here. Tesla is probably the only automaker (outside of china) that builds their own cells and battery packs in-house.
- nihonde 8y ago
  You’re wrong about Toyota. They’re just not in the habit of rushing to market with empty promises. https://www.toyota-global.com/innovation/environmental_technology/electric_vehicle/ https://www.toyota-global.com/innovation/environmental_techn... The point about Panasonic is pretty self-evident: Tesla isn’t going to win Asian markets if its upstream suppliers are all in Asia. They’re effectively a middleman and they’re paying for the right to be in-country. It’s not hard to see them being squeezed out by local firms.

xedeon 8y ago

>Not ahead of Chinese automakers. And Tesla is paying for the privilege of that foothold. The context was the barrier to entry in China. That was already implied? No other foreign auto maker was able to cut the same deal as Tesla in China. >Toyota is firing up battery supply in Thailand. Toyota/Lexus have zero plans for electrification in the near future. In fact, they have instead doubled down on Hydrogen with the Mirai. http://www.thedrive.com/news/22429/toyota-to-double-down-on-hydrogen-fuel-cell-vehicles-as-industry-goes-electric http://www.thedrive.com/news/22429/toyota-to-double-down-on-... https://corporatenews.pressroom.toyota.com/releases/toyota+doubles+down+zero+emissions+heavy+duty+trucks.htm https://corporatenews.pressroom.toyota.com/releases/toyota+d... >Not to mention that Panasonic and Chinese suppliers are the real source of Tesla batteries. Not really sure what point you're trying to make here. Tesla is probably the only automaker (outside of china) that builds their own cells and battery packs in-house.

nihonde 8y ago
You’re wrong about Toyota. They’re just not in the habit of rushing to market with empty promises. https://www.toyota-global.com/innovation/environmental_technology/electric_vehicle/ https://www.toyota-global.com/innovation/environmental_techn... The point about Panasonic is pretty self-evident: Tesla isn’t going to win Asian markets if its upstream suppliers are all in Asia. They’re effectively a middleman and they’re paying for the right to be in-country. It’s not hard to see them being squeezed out by local firms.