Media Is Lying About Chinese EVs—And Here's the Proof

There really is not much of our auto industry left.
General Motors, long time survivor so far.

Other than that, the majority of cars on the road came from a foreign corporation.

Yeah, we got Ford and Tesla, but they pretty much focus on a niche part of the market

Many decades ago, the Japanese did it to our auto industry and it hasn’t recovered since.

If China ever makes it to our coast you can bet the same will happen with one exception this time. Since China is a communist country maybe they will have a rough time. I just don’t know
Most auto companies have turned into full time lenders and part time assemblers. It is business, nothing to see here.

Just don't ask me to bail them out when they try to sell me a 60k pick up truck and I only want a 30k hybrid sedan they don't have, and shame me for not being loyal.
 
Respectfully, this has changed and remains moving in the wrong direction. Well, depends upon who's vantage point is taken. China does not have the large number of youthful workers willing to move from the country to the manufacturing cities for low wages. They simply do not have the birth rate required for worker replacement. They grew a substantial middle class due to manufacturing profits and with that growth came demand for higher wages.

Future of "cheap" labor manufacturing is central Mexico. Sustainable birth rates and cheap labor costs. Key overtime is whether manufacturers will develop a reliable robotic infrastructure and whether they can keep the working class from growing paychecks too quickly.
Future of cheap labor is AI + remote control worker from foreign country. I'd say wherever is running call centers today for the industry you need is where the future of cheap remote labors would be in.

Like, Philippine for Waymo emergency control drivers.

Edit: forgot to mention the cheapest labor is self service or no labor involved. Ikea like self assembly, self checkout, online app that fill in your info, cars that come to your home and then remotely turn on and off certain feature, and then a box delivered for you to click in a part they didn't assembly in the factory, etc.
 
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Didn't China recently pass a new law requiring companies to disclose passwords to sensitive tech to the CCP on demand?
We also saw the USA stop the sale of Chinese Routers (I believe) in the USA.
There is a Cold War of sorts brewing between the USA and China.

China will not permit USA entities to have administrative offices in their Universities, yet they have them here. They will not permit free access to their media to spread Western ideology, yet Chinese media dominates in the USA. China probably has more distribution middle men and warewhouses in America now than Americans do. Western government has done a very poor job of protecting Western interests imo. There's a big difference between having a free market where freedom exists on BOTH sides vs what we have which is a free market open to China but not open to the USA.
Not saying it is right or good, but every country is doing this nowadays or even 10 years ago.

I was told by my employers to never fly through France or bring corp laptop to France, and if I must travel there I had to bring a loaner laptop with no trade secret on it. That was back in 2009-2016.

US also recently force foreigners to unlock phones / social media etc. Again not saying this is right or wrong or political, but it is what it is. Loaner phones and delete your social media if you want to be safe is the policy.

Now China, we know what they are doing and we are expecting that. The devil we know. Anything else I missed?
 
I thought that was for tracking what % of a car is sourced from North America(not including Mexico) and final point of assembly. Before Tesla came along(albeit with a bit of Chinese parts like suspension and the interior bits(Tesla might make most of the compute in the US, but the HMI has to come from Foxconn/Pegatron/Wistron and glass)), Toyota had more American-made content in the Camry, but buy a truck(or even a car) from the Detroit 3, that North American content was between 60-70%.
It used to be USA content went on the Monroney sticker.

It changed in 1994 long before Tesla existed.

Why should anyone give one rip about “North America”? Is a Canadian part somehow better than a German or Japanese part? Again no disrespect to Canadians. Anything made by Canadians means one less American working.

My Nissans are all about 80% USA content.
 
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Most auto companies have turned into full time lenders and part time assemblers. It is business, nothing to see here.

Just don't ask me to bail them out when they try to sell me a 60k pick up truck and I only want a 30k hybrid sedan they don't have, and shame me for not being loyal.
Doesn’t that go for bail outs for all companies, including the $450 billion given to banks, or the possibility there would be no Tesla today because of Tesla‘s own exclusive bail out?
As we get close to two decades, you’re going to have to give up that argument someday🙂

https://www.statista.com/statistics/1346573/great-recession-tarp-expenditure-total/

https://www.npr.org/sections/thetwo...ment-sells-last-shares-in-gm-loses-10-billion
 
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Cold weather performance is becoming a concern. Chinese models struggle more than expected. 30-40% loss in winter. Sales growth to weaken due to saturation. 50 Chinese brands could face closures.



Why is this even a topic as no Chinese EVs are sold in the US? Besides it's not like the Japanese and Korean makes were over performer's when they initially came to market in the US
 
Doesn’t that go for bail outs for all companies, including the $450 billion given to banks, or the possibility there would be no Tesla today because of Tesla‘s own exclusive bail out?
As we get close to two decades, you’re going to have to give up that argument someday🙂

https://www.statista.com/statistics/1346573/great-recession-tarp-expenditure-total/

https://www.npr.org/sections/thetwo...ment-sells-last-shares-in-gm-loses-10-billion
Yeah I agree.

This is why from now on I am just going to buy gold.
 
I think all the automakers see BYD as a threat. My guess.
The 3 remaining bus makers in the US/Canada - Gillig, New Flyer(who grew out of M&A via buying out MCI, NABI and Orion Bus Industries - Orion was bootstrapped by the Ontarian(Canada, not California) government alongside UTDC) and NovaBus(owned by AB Volvo but subsidized by Quebec) are more afraid of BYD than Ford and GM is.
 
This video provides a number of valid and useful observations on the state of the Chinese auto industry as well as its likely near-term future.
In no way does it prove that the media is lying about Chinese EVs.
I would think that if and when they become available in the US market, a BYD product would be a pretty safe choice.
The only caveat would be that once that BYD is brought into compliance with US safety standards it might not be all that cheap, in which case you might as well buy a Tesla, since Tesla isn't fading out of the US market in the foreseeable future and so will be around to support its cars while a Chinese manufacturer might come and go based upon the vagaries of trade policy and an owner could be left with no product support.
Really an academic discussion at this point, since I don't currently see Chinese vehicles coming to this country.
 
It’s easier to sell cheap cars when your R&D budget consists of stealing technology from your carmaker “partners”…carmakers once had to “partner” with Chinese carmakers if they wanted to sell cars in the Chinese market, but I believe those regs have now eased.
 
Cold weather performance is becoming a concern. Chinese models struggle more than expected. 30-40% loss in winter. Sales growth to weaken due to saturation. 50 Chinese brands could face closures.




Hard to imagine that people who are paid to say nice thing about specific products, do.

Media lies outright with false claims, and they lie by omission of critical detail.
For example they almost never talk about the air conditioning/ fast charging compromises in EV's that run ads in their mags.

Sites run by magazines are particulalry bad as are nearly every site thats sponsored by the product they are reviewing.
This is all part and parcel why magazines are dying - they just arent good info sources any more.

I can typically go find a real review from a third party that specializes in EV's thats loaded with all kids of actual detail, as well as run timed known routes so as to give real world performance.
 
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This video provides a number of valid and useful observations on the state of the Chinese auto industry as well as its likely near-term future.
In no way does it prove that the media is lying about Chinese EVs.
I would think that if and when they become available in the US market, a BYD product would be a pretty safe choice.
The only caveat would be that once that BYD is brought into compliance with US safety standards it might not be all that cheap, in which case you might as well buy a Tesla, since Tesla isn't fading out of the US market in the foreseeable future and so will be around to support its cars while a Chinese manufacturer might come and go based upon the vagaries of trade policy and an owner could be left with no product support.
Really an academic discussion at this point, since I don't currently see Chinese vehicles coming to this country.
BYD already passes European safety standards which are already as strict or stricter than the US. Yugo met US standards.
 
I'd be more concerned about the "little things" that go into building cars that BYD can't have much experience with. Proper rustproofing. Access to fasteners and repairability. Getting body work or glass done well and within a budget. Would be great if they licensed what they're good at to an established automaker.

Does anyone remember the Hyundai Pony? They only sold them in Canada and they rusted to bits. Hyundai learned from them, though, and the fwd Excel earned it $4995 msrp. I see BYD at about this stage of evolution.
 
BYD already passes European safety standards which are already as strict or stricter than the US. Yugo met US standards.
Yugo met US standards forty years ago.
Not sure I'd agree about EU safety standards being on the level of those required in the US.
 
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