How soon will BYD be the largest BEV manufacturer in the world?

[kpanda17]

We will see
Btw, our vehicles into China 42% tariff
China vehicles info usa currently 25% tariff
We need to add 17% for China into usa
EU is loosing now as China entered their market without the right protection
Ex ID3 factory build paused

 

[hooty]

With a middle of the road operating margin under 10% (as will be reported in a fortnight), I don’t think there’s any drooling going on

Tesla Operating Margin now under 10%, as predicted

 

[hooty]

BYD's battery joint venture with FAW sees 1st battery pack roll off line

The project, which is expected to go into operation in September, is designed to have a total capacity of 45 GWh, which will meet the demand for one million NEVs.

cnevpost.com

 

[ZenRockGarden]

Tesla Operating Margin now under 10%, as predicted

Which is fine since just about everyone else are losing money on making electric cars, with a few like BYD maybe approaching break-even (again, on making electric cars - no fair bringing in your hybrids, washing machines, etc)

 

[oldsport]

byd is gonna be a good example of what china really is currently... economically politically and innovatively...

potential is severely hindered and continues to be unrealized bc of poor political leadership of the country as a whole...

point in case? skorea, japan, singapore, and of course taiwan...

this is good for america and europe and those nearby countries bc china will always be playin catchup...

 

[hooty]

BYD sells record 262,161 NEVs in Jul, exceeds 1.5 million units in Jan-Jul period

BYD aims to sell at least 3 million vehicles this year and strives to reach 3.6 million, the company's chairman previously said.

cnevpost.com

BYD killing it again

 

[kpanda17]

Never underestimate China
As long as we let them copy USA intelligence and they keep buying our debt, it’s sleeping with the enemy
Tough

 

[oldsport]

china world top exporter

Never underestimate China
As long as we let them copy USA intelligence and they keep buying our debt, it’s sleeping with the enemy
Tough

case in pt? here ya go - while western nations pull out of russia china jumps in to fill the vacuum... morally corrupt...

 

[kpanda17]

For balance of power, we hope India and non China Indonesia become a stronger manufacturer.

 

[ZenRockGarden]

BYD sells record 262,161 NEVs in Jul, exceeds 1.5 million units in Jan-Jul period

BYD aims to sell at least 3 million vehicles this year and strives to reach 3.6 million, the company's chairman previously said.

cnevpost.com

BYD killing it again

BYD again mixing hybrids with full electric car counts

 

[Alset Srotom]

BYD again mixing hybrids with full electric car counts

If you actually read the article you'll see sales of more than 130,000 BEV in July, 128,000 in June, so BYD is right there with Tesla in terms of deliveries of BEV.

Then taking into account the great margins BYD is making off of their PHEV the logical conclusion is they will be able to invest enough to scale their manufacturing technologies far past Tesla and overtake them on BEV sales.

 

[kpanda17]

For us in rhe USA, pro USA, we are rooting for Tesla, Ford, GM, and Rivian. But BYD is a leading force that copied and mastered everything Tesla has and is doing, to the point where they might get into their own uncharted territory in front.
Amazing times where BYD could end up being the global dominator.

I’ve said this before, we need another 17% tariff on Chinese vehicles to level rhe pricing before China gets here in bigger way.

Btw, remember when Toyota shuned Elon years back. Toyota and Japan are in desperate trouble, let USA not get there.

 

[ZenRockGarden]

If you actually read the article you'll see sales of more than 130,000 BEV in July, 128,000 in June, so BYD is right there with Tesla in terms of deliveries of BEV.

Then taking into account the great margins BYD is making off of their PHEV the logical conclusion is they will be able to invest enough to scale their manufacturing technologies far past Tesla and overtake them on BEV sales.

I agree inside the article there are -accurate- numbers for BEV production that are not meaningfully higher than what Tesla has been doing all year, and which don't match the article's title line that purposely gives the wrong impression. For reference, Tesla Q2 rate was around 140k per month

 

[Msicario]

Agree that BYD is not the BEV leader today, but very soon!

BYD posts record electric vehicle sales in May as it chases down Tesla

BYD had record month of EV sales in May, doubling its numbers year on year as it chases down Tesla as the biggest seller of electric vehicles.

thedriven.io

Musk no longer cares; He’s already took our money while they continue to lose value. Tesla no longer a prestigious name brand.
If he needs more money, he’ll drop the prices once again…

SpaceX is what really matters most to him and AI .

 

[hooty]

PEV manufacturer. Don't include PHEV with EV. BEV is just a way of clarifying EV.

Probably soon. Not as profitable as Tesla though, and I think will have more difficulty getting good profits in premium developed markets.

Evidence suggests that BYD possibly outsold Tesla worldwide on BEVs in July.
FYI - Teslas are full of fossil fuel parts (seats, trims, wheels, wiring insulation, etc, etc) & in the lifecycle produce a large amount of CO2 emissions

 

[RobStark]

Evidence suggests that BYD possibly outsold Tesla worldwide on BEVs in July.
FYI - Teslas are full of fossil fuel parts (seats, trims, wheels, wiring insulation, etc, etc) & in the lifecycle produce a large amount of CO2 emissions

1) Never. There is no evidence. India, the most populous country on Earth, wants Tesla. And wants no part of BYD passenger cars. Tesla will keep going down market with Model 2 or Whatever they call the $25k car to first be built in northern Mexico.
2) If they are parts they are not fuel. Carbon that is not burned is not a climate change problem. Anything manufactured can be done with clean renewable energy. This will be increasingly so in the future.

 

[ItsNotAboutTheMoney]

Evidence suggests that BYD possibly outsold Tesla worldwide on BEVs in July.
FYI - Teslas are full of fossil fuel parts (seats, trims, wheels, wiring insulation, etc, etc) & in the lifecycle produce a large amount of CO2 emissions

"Worldwide". BYD exported 18,169 vehicles.

I don't see the relevance of the 2nd point.

 

[cwerdna]

Btw, remember when Toyota shuned Elon years back. Toyota and Japan are in desperate trouble, let USA not get there.

Define "Toyota" being in "desperate trouble". They still seem to be doing ok:

Toyota's global sales rise 5.1% to 4.9 million in first half of 2023

Japanese automaker Toyota Motor said on Friday it sold 5.1% more vehicles in the first half of 2023 compared with the same period a year earlier, helped by an easing of semiconductor supply constraints and especially stronger demand in Japan.

www.reuters.com

Toyota nearly doubles Q1 profit, China remains challenging
"The world's top-selling automaker said operating profit for the three months through June totalled 1.12 trillion yen ($7.85 billion), an increase of 94% from a year earlier, beating the average 945.22 billion yen profit estimate in a poll of 10 analysts by Refinitiv.

Last year's operating profit was 578.66 billion yen in the first quarter."

 

[hooty]

"Worldwide". BYD exported 18,169 vehicles.

BYD sells record 262,161 NEVs in Jul, exceeds 1.5 million units in Jan-Jul period

BYD aims to sell at least 3 million vehicles this year and strives to reach 3.6 million, the company's chairman previously said.

cnevpost.com

 

[Unclepaul]

People that rely on China released data are often mis-guided.

They have a reputation for cheating in every way possible.

Think Tesla is doing awsome.