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The size of BYD's factory

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Re: The size of BYD's factory

#121

US/German manufacturers just do assembly, they don't manufacture parts, so they only need assembly plants. BYD is a vertically integrated manufacturer. They make everything in-house which helps drive down costs. This huge footprint results in having all those different manufacturing lines under one roof. They depend on no one for finished parts, the only supply chain is raw materials.

People are waking up, and to be fair, Tesla really led the way in the US for the last few years because they had no choice(no one would take them seriously). The question is can the West turn the ship around before its too late?

Depends if we keep the CHIPS act and the IRA. https://www.atlanticcouncil.org/blogs/econographics/the-ira-...

Re: The size of BYD's factory

#122

US/German manufacturers just do assembly, they don't manufacture parts, so they only need assembly plants. BYD is a vertically integrated manufacturer. They make everything in-house which helps drive down costs. This huge footprint results in having all those different manufacturing lines under one roof. They depend on no one for finished parts, the only supply chain is raw materials.

Don't forget USA auto companies also outsource their design work, CAD, etc. My understanding is that TATA used to have a whole floor at Chrysler.

Re: The size of BYD's factory

#123
post #77
post #25

All this to produce machines of 2T to displace 80kg of human on average (think about it, the battery weight more than what it actually need to move on average) and maintain/develop car dependency infrastructures. This is the worst way of improving our efficiency and progress toward a more optimized, efficient economy and reducing massively our climate and biodiversity impact. I want those kind of factories to produce…

For the 1000th time here, even extremely well developed public transport by US standards and various financial punishments for owning cars is simply not enough for people to drop them, the convenience is simply too high. Look at Switzerland, it has all you want - one of the best rail networks in the world, its tiny, rest of public transport is as good as western Europe can get yet... folks still keep buying new cars,…

I don't think anyone envisions having no cars; public transportation make it so we don't need cars, and other nudges make it so we have fewer cars than we would otherwise have.

Re: The size of BYD's factory

#124
post #100

The number of construction vehicles doing something versus sitting around waiting for labor in that shot is impressive.

Yeah, I have never seen something like that in America in my life. Always plenty of machines sitting around, and every few weeks some guys will hop on them for the day, but other than that they just sit there. It almost looks AI generated how densely packed those are - though I assume that this is real footage.

With China's real estate sector stagnating (because they've built enough housing for future demand to an excess, broadly speaking), all of that capacity is moving towards clean energy manufacturing.

https://en.wikipedia.org/wiki/Made_in_China_2025

https://thediplomat.com/2024/04/how-china-became-the-worlds-...

Re: The size of BYD's factory

#125

US/German manufacturers just do assembly, they don't manufacture parts, so they only need assembly plants. BYD is a vertically integrated manufacturer. They make everything in-house which helps drive down costs. This huge footprint results in having all those different manufacturing lines under one roof. They depend on no one for finished parts, the only supply chain is raw materials.

Not entirely correct. Boeing, despite all the bad press, actually reversed course on this recently. 787's wing was made by a supplier, but 777X's wing is actually built in-house, right next to the main factory, starting from carbon fiber fabric.

How much can Boeing do this though? My understanding is in the past they used moving some of their production to a country as leverage to win contracts. They are a company that moved their headquarters to DC because management treats the product as secondary as if they make widgets. Until they reverse that they aren't moving in the right direction.

Re: The size of BYD's factory

#126
post #76
post #32

Earlier quoted context omitted.

It's not that expensive to put down a bike lane.

It is outrageously expensive. "Building 101km of cycleways across Christchurch to cost $301m", population 405000, So that is $750 per person, which is about 1% of median earnings for a year. That is paid for mostly by car owners (via petrol tax and car tax) and a bit by home owners. And the new infrastructure is visibly under-utilised - at best a few % of traffic. You could force people to bike using laws and economi…

This seems to be the source of that quote: https://www.stuff.co.nz/the-press/news/124611551/building-10...

Note that this is NZ dollars, and that spend is over ~16 years. I.e. ~NZ$46/year/person ≈ US$27/year/person at current rates. The article compares the costs to road and motorway costs in Christchurch.

Re: The size of BYD's factory

#127
post #113

Earlier quoted context omitted.

At least 80% of urban car trips could be replaced since the invention of the e-cargo bike. That doesn’t mean it works everywhere, of course, but there are millions and millions of people driving a single digit number of miles, usually at slower than bicycle doors-to-door speeds, and are never carrying 3+ kids and hundreds of pounds of cargo.

Think roads, not cars.

I am. Most of our road costs are for suburban car commuters and for subsidized car storage. If it was business usage and transit we’d need far fewer lanes, especially since businesses would use rail transportation more if the roads weren’t so heavily subsidized.

Re: The size of BYD's factory

#128

Can the west compete?

I don't believe so anymore - at least not in California. https://www.hoover.org/research/californias-businesses-stop-... "Between January 2022 and June 2024, employment in US private businesses increased by about 7.32 million jobs. Of these 7.32 million jobs, about 5,400 were jobs created in California businesses—representing about .07 percent of the US figure. Put differently, if California private-sector jobs grew…

Didn't California shut down surfboard blank production? You can't even make traditional surfboards in California anymore. They don't want jobs that produce environmental waste. Not all states are like that.

Re: The size of BYD's factory

#129
post #32

Earlier quoted context omitted.

It's not that expensive to put down a bike lane.

Bike lanes and bikes aren't alternatives to most of what motorized transport is providing.

30% of the US can’t drive, whether because of disability, age, financial hardship, immigration status, or any number of other reasons. Why don't you hold the current system of "motorized transport" to the same impossible standard of solving all transportation needs as you expect of bikes?

Re: The size of BYD's factory

#130
post #95
post #76

Earlier quoted context omitted.

It is outrageously expensive. "Building 101km of cycleways across Christchurch to cost $301m", population 405000, So that is $750 per person, which is about 1% of median earnings for a year. That is paid for mostly by car owners (via petrol tax and car tax) and a bit by home owners. And the new infrastructure is visibly under-utilised - at best a few % of traffic. You could force people to bike using laws and economi…

301 million dollars for 101km of infrastructure is cheap compared to building highways [0]. The price of the usual infrastructure is a burden on everyone as well, not just car owners. You shouldn't have to force anyone to choose any particular mode of transport. I think people choose what is most convenient and that happens to be cycling in urban areas where there is safe infrastructure for it. Your question reads pr…

> is cheap compared to building highways

How about cycleways are cheap compared to building airports?

Cycle lanes are not substitutes for highways nor airports.

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