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I think e-car shipments has been growing faster still, but they have not been getting more expensive. Eg this says the e-bikes YoY growth has been only 10% ish

• kibwen 3y ago
  According to this, e-bikes are outselling EVs in the US: https://electrek.co/2022/01/26/electric-bicycles-are-now-outselling-electric-cars-and-plug-in-hybrids-combined-in-the-us/ https://electrek.co/2022/01/26/electric-bicycles-are-now-out... And that's despite the fact that the US lags behind the Asian and European markets when it comes to e-bike demand: https://electrek.co/2022/02/08/us-electric-bicycle-sales-tracking-towards-1-million-annually-global-market-heading-to-40b-with-a-b/ https://electrek.co/2022/02/08/us-electric-bicycle-sales-tra... Without more data, I think it's too soon to conclude that EVs are outselling e-bikes, at least in terms of units shipped. And the fact that EV subsidies are expiring around the globe puts downward pressure on EV demand in a way that doesn't apply to e-bikes.
  • fulafel 3y ago
    Right.. but isn't the relative growth of the respective EV classes more relevant to the hypothesis that it's demand outstripping supply? The prices and battery sizes are a tiny fraction of e-cars so the unit volume doesn't strike me as a like a weighty argument. If it were the other way around, with e-car prices rising faster, we could speculate that it was because of eg cosntrained battery supply.