2 ms·
You misunderstand me. The battle is not between US and China, it's between US companies, who want large profit margins and US consumers who want cheap, well ma
by torginus 2y ago
You misunderstand me.
The battle is not between US and China, it's between US companies, who want large profit margins and US consumers who want cheap, well made stuff.
Just look at BYD's palette - their $10k EV, is a tiny car, and would probably not sell well in the US despite the price because US consumers don't buy cars this small, except maybe as a novelty. (Besides, tiny, cheap cars always face a stiff competition from barely used models available at the same price)
Moving up, you have the Dolphin, a mid 20k compact car, it's affordable and good. There was a mid 20k compact car made by an US company - the Bolt. It was also affordable and good. Guess what - GM discontinued it, citing low profit margins. And they won't make another one. It's next-gen EV platform is decidedly aimed at a higher segment with a bigger profit margin.
Higher still, you have the Seal, BYD's Model 3 competitor. First, it's no longer cheap, and that segment of EVs is the most crowded. Second, it's nice, but I don't think it comes together quite as well as a Tesla. What it does have on Tesla is build quality (which is Tesla's weak point), with most people expressing interest in it being the ones who are fed up with Tesla's shitty manufacturing and service.
Based on all this, I don't think China could take the US market to itself, even if free competition would be allowed. This whole thing is about political posturing and enabling continued shitty behavior from US manufacturers.
And if you'd accuse me of being some China shill, personally, I wouldn't buy a Chinese EV, not until they have a proven track record, and service network.