BYD quarterly sales beat Tesla for first time

Post by bluGill » Wed, Oct 30, 2024, 9:14 PM UTC

Kon5ole wrote: post #63

echelon wrote: post #31

Earlier quoted context omitted.

> Only reason they wouldn't take off outside China is the astronomical tariffs the West are putting on Chinese cars (100% in the US). They're dumping domestic overproduction on foreign markets. You do that long enough and you can weaken your foreign competitors in their domestic strongholds. This can destroy high-value domestic jobs, lead to atrophy of expertise, and is especially bad to "strategic" sectors of the do…

VW's former boss mentioned in an interview that it took VW 3 times as long to make a car than it does for Tesla. So I think that while there may be some dumping as well, the main explanation is efficiency. A company that builds a robotic factory from scratch and that only makes electric cars will be able to make cheaper cars than one who already has a huge headcount of combustion car workers. Auto workers are unionis…

Post by bluGill » Wed, Oct 30, 2024, 9:20 PM UTC

daedrdev wrote: post #10

I think the wave of tariffs is showing that fundamentally cars are becoming low margin businesses with the rise of electric cars, which is good for consumers and bad for producers.

Post by zoover2020 » Wed, Oct 30, 2024, 9:22 PM UTC

darknavi wrote: post #69

linkgoron wrote: post #23

I've been happily driving a BYD Atto 3 for ~6 months now. Very happy with it, its got a lot of nice software and hardware features, carplay/android auto works well, driving is nice and very smooth (especially on sport mode), and my daughter loves playing with the "strings" on the doors. The most glaring issue is the battery which is really its weakest part. Is it better than a Tesla? Probably not - there are clearly…

> (e.g. the "360" parking view which IMO could be a bit better, although I feel like I'm parking in gta 2) FWIW Tesla doesn't have 360 parking camera support. They have a digital visualization and a few cameras pop up, but no full 360 camera setup.

Post by tonyedgecombe » Wed, Oct 30, 2024, 9:32 PM UTC

bluGill wrote: post #81

Kon5ole wrote: post #63

Earlier quoted context omitted.

VW's former boss mentioned in an interview that it took VW 3 times as long to make a car than it does for Tesla. So I think that while there may be some dumping as well, the main explanation is efficiency. A company that builds a robotic factory from scratch and that only makes electric cars will be able to make cheaper cars than one who already has a huge headcount of combustion car workers. Auto workers are unionis…

VW has also learned a lot about making cars over the years. Fit and finish is reportedly better on VW vs Tesla. (this is very hard to measure though - once someone buys something as expensive as a car they are not emotionally willing to admit they made a mistake and so they will tend to ignore problems with their own while piling on perceived problems with the other)

Post by tivert » Wed, Oct 30, 2024, 9:34 PM UTC

thefaux wrote: post #73

tivert wrote: post #58

Earlier quoted context omitted.

> Only reason they wouldn't take off outside China is the astronomical tariffs the West are putting on Chinese cars (100% in the US). Yeah, due to Chinese state subsidies and other assistance, China has a competitive advantage in automobile manufacturing as well as in many other areas. The US needs to show its commitment to free market principles and lets its auto industry die already.

That seems crazy to me unless we're prepared to rebuild our infrastructure to allow a majority of the populace to live car free. Otherwise completely eliminating our auto industry would be an enormous national security risk.