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I think the substance of the story: the cyber risk, has to be discussed. But, the assumption we're the beneficiary of Chinese dumping and it relates simply to U
by ggm 2y ago
I think the substance of the story: the cyber risk, has to be discussed. But, the assumption we're the beneficiary of Chinese dumping and it relates simply to US Tariffs is just .. well its back-fitting the world to the narrative you want.
Chinese cars have been sold in Australia for over a decade, from MG, Great Wall and other sources. Chinese assembled cars have been sold for even longer.
Battery electric vehicles at scale are important and an important market segment and for whatever reasons Tesla and Polestar and the europeans as sold here in Australia refused to break below the premium tax bracket. GWM, BYD, MG have all directly addressed the sub $40,000 AUD pricepoint, with both physically smaller and obviously cheaper vehicles. This in turn has led to massive diversification in the supply with the Hyundai Ioniq EV, the Kia (same backend manufacturing complex as Hyundai) Kona EV, the Toyota Camry Hybrids, as well as the prestige european and the Tesla.
China's domestic EV market is huge. Australia is a tiny market, and we stopped paying GM and Ford and Mitsubishi enough offset grant for them to assemble vehicles here, there is no onshore car manufacture here. A great shame and a strategic risk in the coming world of higher risk of military need.
China may indeed be snooping on our drivers. BMW has been snooping on our drivers for a long time, I know an owner who was instructed to drive to his nearest BMW shop for urgent repairs which the 2G monitoring SIM had indicated to the German car company needed attention.
He didn't get a warning light, he got a call from the manufacturer from the diagnostic snitch.
- markus_zhang 2y agoI wish Canada can do the same -- getting more assembly factory is always good for employment.
- defrost 2y ago> there is no onshore car manufacture here. Well, not at scale at least ... as a point of history, Oka has resurrected and returned to local manufacture having ditched the off shore builds of the past that dropped quality. https://www.oka-atv.com/about-oka https://www.oka-atv.com/about-oka Also, less a car and more a post apocalyptic rover but there's a market for that. https://www.youtube.com/watch?v=fchq6F-gKkQ https://www.youtube.com/watch?v=fchq6F-gKkQ ( will go where cybertruck won't, but that's a low bar )