I kind of suspect this is how it will turn out, not saying I am right just my personal belief from an investment point of view;
1. EV's are more simple to manufacture than ICE much like "toy" remote control cars and trucks, entry into the field will be much easier than it was with ICE vehicles. For propulsion all you need is an electric motor and controllers that can be easily made by anyone and batteries. Put it together in a package and your in the EV business. After all current EV's do not generate their own power, it stores power generated off location.
2. Vehicles with ICE much more complicated and they generate their own power, much more labor intensive, entry into the field is one big wall and why the status quo for decades. If H2 vehicles come to market I suspect even though they will generate their own electricity it will still be more simple to manufacture than in ICE vehicle.
3. Just like the new Chinese brands and the new American brand Tesla it's going to be a whole new ball game for 20 to 35% of vehicle production 10 years down the road which I think will be electric. Those electrics will come from anyone who can put a package together.
Which leads me to wonder who is next, except to know the Chinese already have multiple brands rolling out of factories. (I have no idea what they are)
To the speculation of the Apple car in a joint venture.
To the now factual joint venture of Honda and Sony = "Sony Honda Mobility"
The paradigm shift has started and I suspect its going to be wonderful for the consumer. Almost anyone will be able to undercut anyone else in price around 10 years or less, also lets not forget the giants in the ICE industry and electronics industry arent going to sit back and do nothing.
https://www.foxbusiness.com/markets/sony-honda-sell-electric-cars-2025
1. EV's are more simple to manufacture than ICE much like "toy" remote control cars and trucks, entry into the field will be much easier than it was with ICE vehicles. For propulsion all you need is an electric motor and controllers that can be easily made by anyone and batteries. Put it together in a package and your in the EV business. After all current EV's do not generate their own power, it stores power generated off location.
2. Vehicles with ICE much more complicated and they generate their own power, much more labor intensive, entry into the field is one big wall and why the status quo for decades. If H2 vehicles come to market I suspect even though they will generate their own electricity it will still be more simple to manufacture than in ICE vehicle.
3. Just like the new Chinese brands and the new American brand Tesla it's going to be a whole new ball game for 20 to 35% of vehicle production 10 years down the road which I think will be electric. Those electrics will come from anyone who can put a package together.
Which leads me to wonder who is next, except to know the Chinese already have multiple brands rolling out of factories. (I have no idea what they are)
To the speculation of the Apple car in a joint venture.
To the now factual joint venture of Honda and Sony = "Sony Honda Mobility"
The paradigm shift has started and I suspect its going to be wonderful for the consumer. Almost anyone will be able to undercut anyone else in price around 10 years or less, also lets not forget the giants in the ICE industry and electronics industry arent going to sit back and do nothing.
https://www.foxbusiness.com/markets/sony-honda-sell-electric-cars-2025
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