4 ms·

The real story here is Australia and China. According to some auto blogs, BYD is destroying them in both markets.

boredatoms 2y ago
Australia not having local car manufacturers really makes it easier for BYD, not having to worry about protectionist tariffs like in the US
- fsckboy 2y ago
  yes, they taught us in school that Denmark, which makes no cars, had significantly cheaper cars than... oooh wait a minute, they got sucked into the EU which does make cars... is it still true? how is this handled by EC policy?
  - Symbiote 2y ago
    Denmark has companies making parts for car companies elsewhere in Europe. I don't know the relative size of this industry compared to anywhere else.
  - tossandthrow 2y ago
    Are you proposing that Denmark is a part of the EU because it does not produce its own cars? Cars are incredibly expensive in Denmark (Not quite Singapore levels, but high). This, however, is more grounded in a cultural difference where walkable cities are preferred. The US is incredibly car centric - to an extend where US trips can be directly read in my stress levels as measured on my watch. The US is so incredibly noisy and smelly.
    - fsckboy 2y ago
      >Are you proposing that Denmark is a part of the EU because it does not produce its own cars? where did you get that idea from?
      - tossandthrow 2y ago
        > ... they got sucked into the EU which does make cars. Additional taxing is not handled in the EU. Cars are considerably more expensive in Denmark than Germany because taxes on cars are significantly higher in Denmar.
mvdtnz 2y ago
Anecdotally in New Zealand I have several neighbours with new BYDs. In my same neighbourhood there are two Teslas (Model 3) and both were purchased over 5 years ago. No one in their right mind is buying a Tesla in this market, and not because Elon is a twat (although he very much is). BYD is just better value.
- averageRoyalty 2y ago
  The base model 3 and seal are about $10k difference in AU (not a huge difference in that price range) and the BYD is slower with less range. Personally every time I've rented a BYD (only the Atto admittedly) I've found the UI to be awful. The two Android screens are often out of sync on key information, and the interior looks like it was designed by Homer Simpson making a "future car".
  - mvdtnz 2y ago
    No one is buying the Seal, it's the Atto 3. And 10k is about a quarter of the price, I don't know what you mean by "not a huge difference in that price range".
    - averageRoyalty 2y ago
      Personally I don't think $10k is a massive jump if you're buying in the $40-60k range, but maybe my viewpoint isn't common.
averageRoyalty 2y ago
Is it? They're doing well in AU, but still well behind Tesla[1]. 1. https://evcentral.com.au/2024-australian-ev-sales-tesla-and-byd-still-on-top-mg-slumping-bmw-smashing-benz-and-toyota-a-bit-player-with-bz4x/ https://evcentral.com.au/2024-australian-ev-sales-tesla-and-...
- sleepyguy 2y ago
  Article is from 10/24
  - scarab92 2y ago
    Things haven’t improved for BYD since then. I think BYD makes a great car for a great price, but Tesla is still outselling them 5:1
    - cristiancavalli 2y ago
      Wrong: https://www.drive.com.au/news/byd-revenue-tops-tesla-for-the-first-time/ https://www.drive.com.au/news/byd-revenue-tops-tesla-for-the... It’s very obviously improving for BYD.
      - scarab92 2y ago
        You said wrong, but then provided an article which backs up what I said? That Tesla is still outselling BYD by a large margin in Australia? Are you confusing global revenue $ for Australia sales # ?
        cristiancavalli 2y ago
        > Things haven’t improved for BYD since then. You stated it wasn’t getting better for byd. From the article: BYD revenues in Q3 (July to September) 2024 were 201 billion yuan ($AU42.85 billion) – a record high for the brand and a jump of 24 per cent over the same period in 2023. More on byds ascent from earlier this year: https://www.afr.com/companies/transport/byd-s-hybrid-ute-jumps-to-no-6-in-australia-as-tesla-sales-slide-70pc-20250305-p5lh2f https://www.afr.com/companies/transport/byd-s-hybrid-ute-jum... Going from not having market to be the no. 6 best selling is by definition getting better. So yes you are wrong and sales are improving for byd.
Rodeoclash 2y ago
Anecdotal but I just purchased an Atto3 in Melbourne. Tesla wasn't even considered after Musk's behaviour and the value for money that the BYD provides. The reason I brought the Atto3 was after talking to 4 or 5 Uber drivers with them who swore by them.

Australia not having local car manufacturers really makes it easier for BYD, not having to worry about protectionist tariffs like in the US

fsckboy 2y ago
yes, they taught us in school that Denmark, which makes no cars, had significantly cheaper cars than... oooh wait a minute, they got sucked into the EU which does make cars... is it still true? how is this handled by EC policy?
- Symbiote 2y ago
  Denmark has companies making parts for car companies elsewhere in Europe. I don't know the relative size of this industry compared to anywhere else.
- tossandthrow 2y ago
  Are you proposing that Denmark is a part of the EU because it does not produce its own cars? Cars are incredibly expensive in Denmark (Not quite Singapore levels, but high). This, however, is more grounded in a cultural difference where walkable cities are preferred. The US is incredibly car centric - to an extend where US trips can be directly read in my stress levels as measured on my watch. The US is so incredibly noisy and smelly.
  - fsckboy 2y ago
    >Are you proposing that Denmark is a part of the EU because it does not produce its own cars? where did you get that idea from?
    - tossandthrow 2y ago
      > ... they got sucked into the EU which does make cars. Additional taxing is not handled in the EU. Cars are considerably more expensive in Denmark than Germany because taxes on cars are significantly higher in Denmar.

mvdtnz 2y ago

Anecdotally in New Zealand I have several neighbours with new BYDs. In my same neighbourhood there are two Teslas (Model 3) and both were purchased over 5 years ago. No one in their right mind is buying a Tesla in this market, and not because Elon is a twat (although he very much is). BYD is just better value.

averageRoyalty 2y ago
The base model 3 and seal are about $10k difference in AU (not a huge difference in that price range) and the BYD is slower with less range. Personally every time I've rented a BYD (only the Atto admittedly) I've found the UI to be awful. The two Android screens are often out of sync on key information, and the interior looks like it was designed by Homer Simpson making a "future car".
- mvdtnz 2y ago
  No one is buying the Seal, it's the Atto 3. And 10k is about a quarter of the price, I don't know what you mean by "not a huge difference in that price range".
  - averageRoyalty 2y ago
    Personally I don't think $10k is a massive jump if you're buying in the $40-60k range, but maybe my viewpoint isn't common.

averageRoyalty 2y ago

Is it? They're doing well in AU, but still well behind Tesla[1]. 1. https://evcentral.com.au/2024-australian-ev-sales-tesla-and-byd-still-on-top-mg-slumping-bmw-smashing-benz-and-toyota-a-bit-player-with-bz4x/ https://evcentral.com.au/2024-australian-ev-sales-tesla-and-...

sleepyguy 2y ago
Article is from 10/24
- scarab92 2y ago
  Things haven’t improved for BYD since then. I think BYD makes a great car for a great price, but Tesla is still outselling them 5:1
  - cristiancavalli 2y ago
    Wrong: https://www.drive.com.au/news/byd-revenue-tops-tesla-for-the-first-time/ https://www.drive.com.au/news/byd-revenue-tops-tesla-for-the... It’s very obviously improving for BYD.
    - scarab92 2y ago
      You said wrong, but then provided an article which backs up what I said? That Tesla is still outselling BYD by a large margin in Australia? Are you confusing global revenue $ for Australia sales # ?
      - cristiancavalli 2y ago
        > Things haven’t improved for BYD since then. You stated it wasn’t getting better for byd. From the article: BYD revenues in Q3 (July to September) 2024 were 201 billion yuan ($AU42.85 billion) – a record high for the brand and a jump of 24 per cent over the same period in 2023. More on byds ascent from earlier this year: https://www.afr.com/companies/transport/byd-s-hybrid-ute-jumps-to-no-6-in-australia-as-tesla-sales-slide-70pc-20250305-p5lh2f https://www.afr.com/companies/transport/byd-s-hybrid-ute-jum... Going from not having market to be the no. 6 best selling is by definition getting better. So yes you are wrong and sales are improving for byd.

Rodeoclash 2y ago

Anecdotal but I just purchased an Atto3 in Melbourne. Tesla wasn't even considered after Musk's behaviour and the value for money that the BYD provides. The reason I brought the Atto3 was after talking to 4 or 5 Uber drivers with them who swore by them.