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Tesla BEV Competition Developments
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so basically nothing new / remotely interesting until 2027? Or am I reading this wrong?
Yes. Until then (at least) they're just going to be cell/battery customer.
Somewhat Tesla until Tesla can successful ramp 4680 in a way that gives them a broad advantage or at least makes them competitive enough with other manufacturers. Tesla's been gradually working its way down the battery component chain since its started:
1) Roadster 18650: Buy commodity cells and build a battery
2) Model S/X: Order bespoke cells and build a battery
3) Model 3/Y (Ni): Host a cell manufacturer and try to figure out some ways to improve the manufacturing process, build the battery
4) 4680: Manufacture in-house designed cells, build structural battery
5) Add lithium processing.
6) ?
Toyota's wants to catch up by leapfrogging, in the same way that Tesla leapt to Autopilot, and octovalve. Its hybrids and PHEVs buy it time in many markets with tightening emissions standards and fuel economy targets.
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BYD on track to sell 500k+ BEVs this quarter.
Doggydogworld
Active Member
I'm surprised Nov overall sales (BEV+PHEV) were flat with Oct at ~300k. They produced 307k in Oct and 317k in Nov, so it's not a production issue. They need to deliver 317k this month to hit their (reduced) 3m full year goal. So far it seems they've just offered normal incentives, will they get more aggressive as the month progresses?
I posted a video a couple of weeks ago about the EVs just parked in fields in China. There is a ride share program there with government incentives. Scammers have bought tens of thousands of EVs on the program, but there is little demand for the ride share programs so they just dump the cars after getting the incentives. A lot of those cars are BYD.
The government incentives probably top out at some max per month or quarter, so there is no incentive for the scammers to buy more cars. The same guy who put up that video also had a video from a few months ago about EVs catching fire all over China. Chinese EVs catch fire around China daily.
I don't know if it's still the case, but someone posted an article on the forum about 5 years ago about how li-ion batteries were made in China vs other countries like South Korea, Japan, or the US. In the developed countries the production process is highly automated with precision machines doing a lot of the work. In China a lot of cells, especially those made by companies like BYD are mostly assembled by hand.
I think the article was written when Gigafactory Shanghai was under construction and Tesla/Panasonic were bucking Chinese trends putting in the western precision equipment.
navguy12
Active Member
Another EV skeptic in my wife’s knitting group used this story as another excuse that EVs are just too dangerous:
www.stuff.co.nz
NZ's cheapest EV recalled over concerns it can electrocute people
More than 500 GWM Oras have been recalled in New Zealand and another 1600 in Australia.
www.stuff.co.nz
Toyota FT-Se Electric Sports Car: Everything We Know
The Toyota FT-Se concept previews a production electric sports car, and it could have some amazing features.
www.motor1.com
Great News: There's a Wedge-Shaped Honda On The Way
Honda will unveil a new electric vehicle at CES on January 9, and the first teaser image reveals the vehicle's razor-sharp lines.
www.motor1.com
DanCar
Active Member
Small bolt EV will not return only EUV, electric utility vehicle.
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GM EVs: Cadillac Lyriq, Hummer EV, and GMC Sierra EV. Chevy is building a trio of Ultium-built EVs, including the Silverado EV, Blazer EV, and Equinox EV.
- Why would you buy this Volkswagen in 2023?
TeslaBjørn on the lack of over the air updates while testing battery degradation on an ID.3:
TeslaBjørn on the lack of over the air updates while testing battery degradation on an ID.3:
RobStark
Well-Known Member
Gauss Guzzler
Safety Score = 42
New Bolt could end up being nothing more than a re-badged Equinox, so 190" x 75" x 64"
navguy12
Active Member
Doggydogworld
Active Member
Pretty sure it's just Bolt EUV with a LFP battery and updated drive unit. I expect a couple of fascia/light changes (a la Highland) to freshen the look as well.
Smart move by GMSmall bolt EV will not return only EUV, electric utility vehicle.
GM EVs: Cadillac Lyriq, Hummer EV, and GMC Sierra EV. Chevy is building a trio of Ultium-built EVs, including the Silverado EV, Blazer EV, and Equinox EV.
Doggydogworld
Active Member
Serpentza used to live in China and post "on the scene" videos. Since leaving he can no longer shoot original content, so he caters to the ready-made China bashing audience. As with any good troll, he spews a mix of truth and lies.
The "fields of cars" clips are from 2019. China redid their EV rules in mid- 2019, making many existing models obsolete. Lower end EV makers expected to get the new rules delayed. When that failed they were stuck with 100k++ soon-to-be-illegal EVs. They hastily "sold" them to (related-party) ride-sharing ventures. Some of these dubious ventures collapsed before they could even put the cars to use, leaving them in fields.
The huge fields are Kandi K27s, Hozon Netas, etc. Serpentza spliced in a few seconds of 600 newly built 2021 BYDs "waiting for processing" (see white on red text at 0:12). 600 cars is about an hour's worth of BYD output today, but two years ago it was maybe half a shift's worth.
Even Teslas catch fire. There are 20 million EVs in China, of course there are fires. It's just TSLAQ-style sensationalism.
Panasonic is not involved in Shanghai.
RobStark
Well-Known Member
Doesn't fit neatly anywhere. Thought I would post here.
Google Searches.
Google Searches.
I strongly suspect it will also have the new Google-based infotainment system and GM’s updated vehicle controller architecture which will finally enable over the air software updates to all vehicle components and not just the infotainment computer. That would mean the updated Bolt would finally have built-in charging-aware navigation.
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