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Tesla issues with the Cybertruck has nothing to do with it beeing an EV. Tesla manufactures more EVs then any other company from China, outside of maybe BYD. A

by nickik 3y ago

Tesla issues with the Cybertruck has nothing to do with it beeing an EV. Tesla manufactures more EVs then any other company from China, outside of maybe BYD. And EV companies in China are not magical, and most arent incredibly good at EV manifacture. Many of them are losing money just as in the West. And there is consolidation in that market, just as in the West. And EV account for like 25% of new cars, so they are not that far ahead. And of course, in China they often have much smaller cars, so pure numbers arent a great comparison depending on what you are analysing.

aurareturn 3y ago
>Tesla manufactures more EVs then any other company from China, outside of maybe BYD. The highest Gigafactory output is Shanghai, by far. To me, this demonstrates China's EV manufacturing prowess, if we didn't know already. >And EV companies in China are not magical, and most arent incredibly good at EV manifacture. Many of them are losing money just as in the West. And there is consolidation in that market, just as in the West. I'm not saying that many of them aren't losing money. What shocked me the most was the relentless pace of EV adoption in China along with just how many different companies design and make EVs there. >And EV account for like 25% of new cars, so they are not that far ahead. And of course, in China they often have much smaller cars, so pure numbers arent a great comparison depending on what you are analysing. The 25% seem to match my observation in non-Shenzen areas, which I mentioned in my original post. But the 25% isn't what is impressive. It's the pace of adoption. SCMP reported the 25% number in May 2023, which is probably where you got it from. But it was only 12.5% in 2022. It doubled within one year. Would it impress you if it's 50% in 2024?
- seanmcdirmid 3y ago
  > The 25% seem to match my observation in non-Shenzen areas, which I mentioned in my original post. Doesn't Shenzhen have similar regulations as Beijing? If they are providing different and larger quotas for people to register EVs, you'll see more EVs simply because that is what the government is allowing people to buy.
  - aurareturn 3y ago
    I gave you a reply to a similar post of yours above. In my opinion, it isn't what the government is doing to encourage people to buy EVs that is impressive. It's the fact that they can fill the demand.
    - seanmcdirmid 3y ago
      China being able to rapidly ramp up on production to meet demand shouldn't be that surprising at this point.
- nickik 3y ago
  > The highest Gigafactory output is Shanghai, by far. To me, this demonstrates China's EV manufacturing prowess, if we didn't know already. Its the first costume built factory. And has been expanded. Its hard for the others to catch up.

by nickik 3y ago

aurareturn 3y ago

>Tesla manufactures more EVs then any other company from China, outside of maybe BYD. The highest Gigafactory output is Shanghai, by far. To me, this demonstrates China's EV manufacturing prowess, if we didn't know already. >And EV companies in China are not magical, and most arent incredibly good at EV manifacture. Many of them are losing money just as in the West. And there is consolidation in that market, just as in the West. I'm not saying that many of them aren't losing money. What shocked me the most was the relentless pace of EV adoption in China along with just how many different companies design and make EVs there. >And EV account for like 25% of new cars, so they are not that far ahead. And of course, in China they often have much smaller cars, so pure numbers arent a great comparison depending on what you are analysing. The 25% seem to match my observation in non-Shenzen areas, which I mentioned in my original post. But the 25% isn't what is impressive. It's the pace of adoption. SCMP reported the 25% number in May 2023, which is probably where you got it from. But it was only 12.5% in 2022. It doubled within one year. Would it impress you if it's 50% in 2024?

seanmcdirmid 3y ago
> The 25% seem to match my observation in non-Shenzen areas, which I mentioned in my original post. Doesn't Shenzhen have similar regulations as Beijing? If they are providing different and larger quotas for people to register EVs, you'll see more EVs simply because that is what the government is allowing people to buy.
- aurareturn 3y ago
  I gave you a reply to a similar post of yours above. In my opinion, it isn't what the government is doing to encourage people to buy EVs that is impressive. It's the fact that they can fill the demand.
  - seanmcdirmid 3y ago
    China being able to rapidly ramp up on production to meet demand shouldn't be that surprising at this point.
nickik 3y ago
> The highest Gigafactory output is Shanghai, by far. To me, this demonstrates China's EV manufacturing prowess, if we didn't know already. Its the first costume built factory. And has been expanded. Its hard for the others to catch up.