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I was aware that BYD was initially a battery manufacturer OEM and then went into EV's. This drive 'unit' that BYD is using across their vehicles is that for in
by DoingIsLearning 2y ago
I was aware that BYD was initially a battery manufacturer OEM and then went into EV's.
This drive 'unit' that BYD is using across their vehicles is that for internal use only? Or is it also being sold as an OEM part for other manufacturers to produce their own branded vehicles?
- Animats 2y agoBYD's FinDreams unit sells powertrain parts to OEMs.[1] The E-Axle for trucks seems to be available. They don't seem to promote the car-sized version. Mostly, FinDreams sells batteries. Mostly, BYD sells entire vehicles. They're big enough that they don't have to be a parts supplier to others. Tesla talks big about making a semitruck, but BYD is shipping them in quantity, and DHL is buying them. Range about 200 miles, which is enough for the daily trips of most local trucks. They're not trying to do long-haul trucks yet. Just take over the local trucking market. BYD isn't selling cars in the US much, but they make trucks in Los Angeles.[2] Quietly, local trucking is going electric. Especially in China and Europe.[3] The US lags in electric medium trucks. Ford CEO Jim Farley called the BYD Seagull “pretty damn good.” If US manufacturers don't keep up with BYD, “20% to 30% of your revenue is at risk.” [1] https://www.linkedin.com/company/findreams-technology-co-ltd/about/ https://www.linkedin.com/company/findreams-technology-co-ltd... [2] https://en.byd.com/truck/about/ https://en.byd.com/truck/about/ [3] https://theicct.org/wp-content/uploads/2023/12/ID-57-%E2%80%93-ZETs-China_Final.pdf https://theicct.org/wp-content/uploads/2023/12/ID-57-%E2%80%...
- DoingIsLearning 2y agoVery interesting movement in the industry. I can see why European Auto industry is getting up in arms with EV's out of China.