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The size of BYD's factory

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Re: The size of BYD's factory

#151

Earlier quoted context omitted.

BYD has factories in Brazil: https://valorinternational.globo.com/business/news/2024/09/0... https://en.byd.com/news/byd-company-announces-first-factory-...

why does that matter?! :)

When they're locally built, tariffs don't apply. Like Japanese, Korean and European car manufacturers, BYD will do the same in Mexico and eventually the US if necessary.

Re: The size of BYD's factory

#152

Can the west compete?

west can compete. unlike byd’s, which get bricked all the time without infrastructure to maintain and repair them, west (and japan even more so) build cars that last. this is china we are talking about, the last thing I want is a car made by them… :)

People used to say the same things about things made in Taiwan, then Japan, and then China, for things like electronics and white goods. It was true - until suddenly it wasn't.

In engineering you ultimately have to build stuff. Over, and over, and over again. You'll mess it up a lot at first, and then one day you'll realize that you haven't.

China is not stuck in 1965 trying to make an EV out of a saucepan and a backyard forge. They learn, and they keep trying. They have a domestic market that their government allows to be used as a test bed for everything they are doing, which sounds more coercive than it really is, especially given the fierce Sino-centric patriotism they have.

If Xi can last another 20 years without a palace coup, or manage a smooth transition of power that does not whipsaw policy, the West is in serious trouble.

Re: The size of BYD's factory

#153
It's 2024, we can do better than blurry horribly blown out pictures these days. Check for example https://mapper.acme.com/?ll=34.39719,113.94792&z=15&t=SL&mar... for cleaner shot of the site (zoom in few notches for extra details). Google Maps annoyingly cuts half-way through the factory site.

edit: that ACME mapper image looks to be from mid-2023, in more recent imagery the construction on the east side has been completed.

Re: The size of BYD's factory

#154
post #141

Earlier quoted context omitted.

Frightening?

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

We Americans have more to fear from economic and technological dominance than we do from military invasion.

As a budding superpower ready to unseat the US from it's throan. All China has to do is wait for progress and time to run it's coarse and emerge the victor. If anything, the US is the tigger happy country as we watch the inevitable, looking for any excuse to use to stop them.

Remember, why the hell does China give two shits about war if China can surpass the US simply through economic progress. They don't care, in fact they want to avoid war.

Re: The size of BYD's factory

#155

Can the west compete?

Any big grouping can compete if there’s enough will. Look at how eg Russia has rejigged much of its war machine during the Ukraine war. Look at how Ukraine has turned themselves inside out to compete. At some level of pressure, countries transform. How much will it take? Is simple economic pressure enough? Can eg Europe gather enough of its massive educated population to transform?

In economic competition, as with poker, if you don’t know who the sucker is…you’re it. China has been making suckers of many countries and they are slowly waking up.

Re: The size of BYD's factory

#156
post #100

Earlier quoted context omitted.

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-...

China scaling and efficiency is really something else. it seems they've latched on to something that works better than even democracy and capitalism

Re: The size of BYD's factory

#158

Can the west compete?

Define "the west". There was an interesting article here in HN the other day [0] "Almost 10% of South Korea's Workforce Is Now a Robot". China now surpasses all the west-aligned nations in terms of total industrial robots [1], however the west still has the upper-hand in terms of robot to population density ratio. I think it is a matter of strategy and it seems China's strategy is innovation, science and productivity…

Depends if the Chinese need a market to export to.

The main issue with china is a reliance on exports and a declining population...

All work and productivity is ultimately an enabler of consumption.

Re: The size of BYD's factory

#159

Earlier quoted context omitted.

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?

When Trump ups everything from China by 100% I guess US would be able to make something with profit?

I doubt it. It's much easier to either launder or manufacture the goods in a third country, that benefits from most of the same incentives that made Chinese manufacturing go through the roof.

Americans will be buying Chinese goods with "made in Vietnam" or "made in Mexico" stamped on it. The American profit will be in setting up those laundering schemes

Re: The size of BYD's factory

#160
post #141

Earlier quoted context omitted.

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

We Americans have more to fear from economic and technological dominance than we do from military invasion. As a budding superpower ready to unseat the US from it's throan. All China has to do is wait for progress and time to run it's coarse and emerge the victor. If anything, the US is the tigger happy country as we watch the inevitable, looking for any excuse to use to stop them. Remember, why the hell does China g…

why does they have to be a winner and loser. everyone can thrive? except the United States is being buoyed by two main elements.

1) the ability of the internet to extract value overseas while untaxed in the client country 2) The H1B visa which funnels the best talent from struggling countries 3) strong institutions and financial and education centers and 4) military industrial complex that thrives on basically manufacturing conflicts with other countries

#4 is what is scary. not the dominance of any other country itself

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