The European Commission will launch an anti-subsidy investigation against Chinese automakers, which may result in higher import duties on electric vehicles.
The Thing about electric cars is at least threefold…
First, the drivetrain. Legacy carmakers are already ahead or closing the Gap. Its mostly Standard hard engineering.
Seconds: battery. It is the Most expensive Hardware component. While VW, Stellantis and US legacy Starts Bildung battery plants, it is way cheaper in China to source the battery modules from CATL, the industry Leader. Subsidized in China and for Chinese manufacturers.
Third: Software and Infotainment. Legacy Cars suck at this, but its the Most important Factor, at least in China itself.
Fourth: the Combination of everything in an underlying Platform. Here, legacy struggles too,but they are not that far behind (and Tesla ahead). The Problem ist, Chinas manufacturers are, again, heavily subsidized in developement of These platforms.
Third: Software and Infotainment. Legacy Cars suck at this
They were pretty good around 2017ish and earlier models when they had enough physical buttons and dials for everything… And tesla have the worst infotainment in the world… They don’t even have a separate gauge cluster…
Yup, Software in chinese EVs offers more. German car manufacturers also struggle in the EV Market in after-sales. Why should i buy an ID3 for 45K and then spend another 15 to get all the features if the BYD has all features from the get go at 45K. Its less features in total and they arent as finetuned but they are all there.
All thanks to subsidies.
The Thing about electric cars is at least threefold…
First, the drivetrain. Legacy carmakers are already ahead or closing the Gap. Its mostly Standard hard engineering.
Seconds: battery. It is the Most expensive Hardware component. While VW, Stellantis and US legacy Starts Bildung battery plants, it is way cheaper in China to source the battery modules from CATL, the industry Leader. Subsidized in China and for Chinese manufacturers.
Third: Software and Infotainment. Legacy Cars suck at this, but its the Most important Factor, at least in China itself.
Fourth: the Combination of everything in an underlying Platform. Here, legacy struggles too,but they are not that far behind (and Tesla ahead). The Problem ist, Chinas manufacturers are, again, heavily subsidized in developement of These platforms.
They were pretty good around 2017ish and earlier models when they had enough physical buttons and dials for everything… And tesla have the worst infotainment in the world… They don’t even have a separate gauge cluster…
Yup, Software in chinese EVs offers more. German car manufacturers also struggle in the EV Market in after-sales. Why should i buy an ID3 for 45K and then spend another 15 to get all the features if the BYD has all features from the get go at 45K. Its less features in total and they arent as finetuned but they are all there.
All thanks to subsidies.