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> [BYD snagged] the EV sales crown from longtime leader Tesla in 2023... Does anyone know offhand how many watts of batteries each sold? Tesla's models are la
by specialist 3y ago
> [BYD snagged] the EV sales crown from longtime leader Tesla in 2023...
Does anyone know offhand how many watts of batteries each sold?
Tesla's models are larger and IIRC is also battery supply constrained. Whereas BYD's sells proportionally more smaller vehicals, so can sell more vehicals with the battery supply they have.
Also, which has better margins? Is this competition like iPhone vs Android, where Apple scooped up most of the profit? (Acknowledging that Musk Inc feasts at the trough of govt subsidies. And IIRC the CCP does the same for BYD .)
- thebruce87m 3y agoTesla also use BYD batteries for some variants: https://thedriven.io/2023/05/22/teslas-switch-to-byd-batteries-is-achieving-faster-charging-times/amp/ https://thedriven.io/2023/05/22/teslas-switch-to-byd-batteri...
- DoesntMatter22 3y agoTesla said 2 years ago they are no longer battery constrained and said during thr latest earnings call they were stock piling battery supply