The $18B Electric-Car Bubble at Risk of Bursting in China
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Re: The $18B Electric-Car Bubble at Risk of Bursting in China
#2> 486 EV manufacturers registered in China
That's an incredible amount. I can't imagine the complexity of managing engineering a car, manufacturing, sourcing everything needed.
That's a lot of very ambitious people.
Re: The $18B Electric-Car Bubble at Risk of Bursting in China
#3> 486 EV manufacturers registered in China That's an incredible amount. I can't imagine the complexity of managing engineering a car, manufacturing, sourcing everything needed. That's a lot of very ambitious people.
I think you’d have to be fairly naive to believe the tech was all developed in-house, especially in China.
Re: The $18B Electric-Car Bubble at Risk of Bursting in China
#4> 486 EV manufacturers registered in China That's an incredible amount. I can't imagine the complexity of managing engineering a car, manufacturing, sourcing everything needed. That's a lot of very ambitious people.
The barriers isn't as high for EVs as it is for internal combustion engines right? Plus, I doubt they are focused on the consumer market, maybe tractor makers are thrown in there. Then it starts to look a little more reasonable (although it's still nuts)
Re: The $18B Electric-Car Bubble at Risk of Bursting in China
#5> 486 EV manufacturers registered in China That's an incredible amount. I can't imagine the complexity of managing engineering a car, manufacturing, sourcing everything needed. That's a lot of very ambitious people.
I think you’d have to be fairly naive to believe the tech was all developed in-house, especially in China.
I think OC is talking about operational costs, not research.
Re: The $18B Electric-Car Bubble at Risk of Bursting in China
#6> 486 EV manufacturers registered in China That's an incredible amount. I can't imagine the complexity of managing engineering a car, manufacturing, sourcing everything needed. That's a lot of very ambitious people.
I think you’d have to be fairly naive to believe the tech was all developed in-house, especially in China.
Let's say you're half right. Or even 75% right. Or even 90%. That's still a lot of EV companies.
Re: The $18B Electric-Car Bubble at Risk of Bursting in China
#7There's tons of performance bike manufacturers with minimal variation. Reason is its easy - not that many parts, parts easily configured and modular, easy to build, low maintenance.
Maybe EVs are similar. lower complexity than fossil engines (fewer parts and complexity moves down the supply chain). Perhaps such a large number of vehicle producers is sustainable. The real ev companies are the companies making batteries, motors, and ev base tech.
Re: The $18B Electric-Car Bubble at Risk of Bursting in China
#8> 486 EV manufacturers registered in China That's an incredible amount. I can't imagine the complexity of managing engineering a car, manufacturing, sourcing everything needed. That's a lot of very ambitious people.
You could say the same thing about PC manufacturers. Computers are very complicated! But at that scale, I'd wonder if, as with PCs in their heyday, a relatively small number of companies are doing most of the complex work, while the nominal manufacturers were focused more on integration, branding, and tailoring for specific markets.
For what it's worth, the site the link to for that doesn't seem to match their numbers: https://translate.google.com/translate?sl=auto&tl=en&u=https...
I think they just linked to the wrong page, but a quick bit of rummaging didn't turn up anything either, so I'm not sure what we're actually talking about here.
Re: The $18B Electric-Car Bubble at Risk of Bursting in China
#9This article seems light on numbers and high on assumptions.
Plus what if the consolidation is expected? I mean during the formative days of ICE cars there were way more manufacturers than today...
Re: The $18B Electric-Car Bubble at Risk of Bursting in China
#10Note many of these are just forced by policies to "make" EV if they want to continue making traditional vehicles, others are just making money off of policies and subsidies, buyers are mostly forced to buy it due to license plate quotas.
EVs' reputation in China is going downhill ever faster, it's been called "electric daddy".
Urban area is extremely dense so it's lucky to find a place to charge where it hasn't been ocupied, many place refuse to turn on their chargers.
Hope western media can stop praising China's EV industry mindlessly, it's there coz of artificial markets. Just like farmers are banned to use coal, but they are never gonna be able to afford the natural gas heaters required to install.