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Who can catch Tesla ? They seem to be experiencing exponential growth…..
- Thread starter Stuart Watson
- Start date
i agree customer service can be poor and that is its weakness for sure. It seems most issues with thier cars are minor ones and they just dont have enough SC locally to meet the demand.
What we do is make friendships with service manager and the service guy assigned to us and go see them personally when we have an issue and have them set up a date to bring it in. Service has not been bad for us at all..minor stuff...and we wont leave it overnight so we try to arrange it to be same day. And i wait for it in the waiting room all day if needed as i can work from there with my laptop
What we do is make friendships with service manager and the service guy assigned to us and go see them personally when we have an issue and have them set up a date to bring it in. Service has not been bad for us at all..minor stuff...and we wont leave it overnight so we try to arrange it to be same day. And i wait for it in the waiting room all day if needed as i can work from there with my laptop
BYD has passed Tesla in EV (BEV + PHEV) unit sales. They may very well pass Tesla in BEV sales alone in 2023, depending on the demand situation in China.
Really? BYD has access to more batteries than Tesla? Which other battery suppliers does BYD use?
You know BYD is supplying batteries to Tesla, right?
Yeah, so you're telling me BYD can make batteries faster than it can put it into cars? Or is it more profitable for them to sell the battery than to make cars or any other finished products requiring batteries (Power Wall, MegaPack, Hybrids, or BEVs)?
I do not have insights into what is a more profitable endeavor for BYD. A comment was made about Tesla being the EV leader for the foreseeable future. I provided a fact about a competitor (BYD) and also a fairly reasonable prediction for 2023 (I don't know that I buy it, but I can at least see the math of the people who do) and you responded with a question about batteries for some reason. I replied with a fact about BYD supplying Tesla with batteries and now you're coming across quite defensive about BYD's profitability with their batteries?
Maybe I'm just not understanding your line of questioning, I don't know. If you're that concerned about BYD's profitability and battery usage you can certainly Google it.
BYD is outselling Tesla 3-to-1 in China so far in 2023 and they've also started shipping to Europe.
BYD did over 1.86m in NEV sales in FY2022 at a roughly 51% PHEV / 49% BEV split. If they grow at 62% for the year (as they did in January, YoY), that would put their 2023 unit sales at over 3m. And at a 50/50 split, that'd obviously be around 1.5 BEVs and hot on Tesla's tail.
BYD to begin construction of 543 MWh energy storage system in Las Vegas in Q2
BYD has launched the deployment of the project, which will begin construction in the second quarter and is expected to be in commercial operation by the end of the year.
cnevpost.com
Not super familiar with all of the ins and outs of BYD, but from a competitor perspective, I think they are the closest to Tesla and may catch them in BEV unit volume alone in 2023 or 2024.
zoomer0056
Active Member
Why isn't anyone talking about GM. Both Biden and Scary Mary say GM is THE EV leader. 
Here's another one of many countries with very low EV penetration.
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Mexico makes lots of electric cars, but few Mexicans drive them
With Tesla Inc's plan to open a $5 billion Gigafactory in Mexico, the country should soon become a hub of electric vehicle (EV) production, but the zero emissions cars remain too expensive for most Mexicans and they are impractical to drive in much of the country, which lacks enough charging...
www.reuters.com
Even folks on chevybolt.org mock Mary Barra and GM's EV "leadership".Why isn't anyone talking about GM. Both Biden and Scary Mary say GM is THE EV leader.
voyager
Active Member
Big difference is that the Chinese Government is in support of BYD and many other local manufacturers of EV.
In the US, Tesla has a uphill battle. Biden only wants to support Union Labor businesses. They shut Tesla down during Covid, while China allowed BYD to continue producing. China provides tremendous loan support to BYD, while USA is rapidly increasing interest rates. China provides easy and inexpensive land, while in USA there is a constant drumbeat from environmentalist to find one way after another to stop the building of factories.
Lots of reasons for why China production has thrived, while USA production faces headwinds.
In spite of all this, Tesla has become, by far, the American leader in EV innovation. Without the success of Tesla, GM, Ford or Stelantis would not be venturing into the EV field.
In the US, Tesla has a uphill battle. Biden only wants to support Union Labor businesses. They shut Tesla down during Covid, while China allowed BYD to continue producing. China provides tremendous loan support to BYD, while USA is rapidly increasing interest rates. China provides easy and inexpensive land, while in USA there is a constant drumbeat from environmentalist to find one way after another to stop the building of factories.
Lots of reasons for why China production has thrived, while USA production faces headwinds.
In spite of all this, Tesla has become, by far, the American leader in EV innovation. Without the success of Tesla, GM, Ford or Stelantis would not be venturing into the EV field.
Here's yet another country where I suspect substantial EV adoption will face huge headwinds.
I'd read South Africa fights to keep phone networks up as lights go out and then found stuff ilke these citing up to 10 to 12 hour/day blackouts:
www.cnn.com
apnews.com
I'd read South Africa fights to keep phone networks up as lights go out and then found stuff ilke these citing up to 10 to 12 hour/day blackouts:
Dead chickens and decomposing bodies: Inside South Africa's power blackout 'pandemic' | CNN
Car crashes, opportunistic criminals, rotting food, decomposing bodies, bankrupt businesses, and water shortages. Welcome to life under South Africa's power blackouts.
www.cnn.com
South African leader grapples with ever-worsening power cuts
South Africa’s ever-worsening power crisis — putting homes and businesses without electricity for up to 10 hours per day — is strangling Africa’s most developed economy.
apnews.com
Clearly, South Africa's biggest contribution to EV adoption was to drive one of their young nerds to immigrate to the US in desperation so that he could fulfill his many ambitions.
Domestically, they will adopt EVs just like they adopt other things - in the secondary or tertiary markets, after the 1st world has commoditized them and thrown them out as used materials.
In most of Africa, that seems to be considered "good" service.
About five years ago, a fellow from Poland drove a 30 kWh Leaf from South Africa to Morocco. Took nearly three months. He recently put up a video series documenting the trip. In a lot of places, the ONLY time there was power was from like 6 PM to midnight. He even had to carry some gasoline along with him - so he could offer it for use in peoples generators. Here is his youtube channel:
https://www.youtube.com/@ArkadyFiedler3
MontyFloyd
Member
But SA is smaller, much less important that countries like China, USA, and Europe where 99.9 % of cars are used.
There needs build up of SA grid of course, that should start now (PV is likely easiest and fastest to start, with wind next, and nuclear long term.)
MontyFloyd
Member
Except their cars are exploding.
If this report is credible, 7 BVD cars a day are catching fire, occasionally exploding.
China's Electric Explosions: 7 EVs catch fire each day - Electric Vehicle Info
In recent years China recorded several fire-related incidents involving new energy vehicles. China's Electric Explosions: 7 EVs catch fire
e-vehicleinfo.com
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How Much Should You Worry About EV Fires?
Fires involving electric cars often make the news, but let's take a look at how frequent they actually occur—and whether you should fret over their possibility.
www.autoweek.com
“A better way of looking at electric vehicle fires is to compare the number of fires per 100,000 vehicles sold. Researchers from insurance deal site Auto Insurance EZ compiled sales and accident data from the Bureau of Transportation Statistics and the National Transportation Safety Board. The site found that hybrid vehicles had the most fires per 100,000 sales at 3474.5. There were 1529.9 fires per 100k for gas vehicles and just 25.1 fires per 100k sales for electric vehicles.”
