China’s BYD is Catching up to Tesla

My talk with Robert Llewellyn is titled “Artificial Intelligence, Microchips & the Electric Revolution – can we harness progress, or is it beyond our control?” and will be held on the 9th of February at 10:30 AM.

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[markdavid]

Remember when people laughed at Japanese cars in the US?

[ottovio]

Watching this yesterday (from Brazil) and I thought to myself "how the hell is BYD gonna sell electric cars in Brazil? we dont even have charging stations."

Lo and behold, I just came across a news article saying that just today BYD announced the construction of a charging station just a couple of miles from my home

[ecumenicalheretic]

Here in Brazil Tesla hasn't done much because of their luxury positioning on our market and lack of support. BYD however is allegedly the reason we no longer have tax exemptions on imported EVs. They are stirring the market and annoying the big brands.

[CaptainVita]

Here in SEAsia they are gaining a lot of popularity. Literally from one month where I didn't see any of those BYD cars to the next where I saw then quite often until now where I see those cars every day multiple times.

[hectors]

Here in brazil they bought a closed Ford factory, supposed to start operations in mid-late 2024.
And in Brazilians car market they probably will push all the prices down.

[hurleymacfar]

Cold fusion should narrate everything- nature shows, docs, the news etc... perfect voice and delivery for it

[cmd]

Here in Brazil BYD is dominating! The Dolphin is everywhere, being priced cheaper than many SUVs available on the market. There are reports of people using them at Uber with almost 100.000 kilometers without problems. GWM is also growing up over here, and Volkswagen is left behind offering zero hybrid cars. Do I think BYD will take over? I think it already took!

[LucasRodmo]

Here in Brazil, they are growing in Uber drivers with the Dolphin. They are comfortable, low taxes, and most important: they don't run on fuel, which is the main cost of driving Uber here, since our fuel prices are so high. Brazil has 1.6 million app drivers.

[digitalbladeca]

All those comments before mine were sent seconds into the video while the video only was shared 8 minutes age to me and is 21 minutes long. The bias is real

[Danger_mouse]

As an Australian motor mechanic, I think that BYD will do well here if/when they have a good warranty record and support from the factory.
Most current legacy ICE vehicle companies are becoming very difficult to extract warranty claims out of, the most notable exceptions being Hyundai and Kia who are easy to deal with.
The BYD pricing is compelling, as long as the long perceived 'poor Chinese quality' becomes a thing of the past, they'll grow here.

[strieken]

I was a material planner for a leading electric agri mfg in 2021 and we were heavily considering their blade battery designs. Safety being the biggest pro. Would have been a good move but then you become entirely dependent and that wasn't ideal for us.
Great vid. Thanks!

[johnhorner]

The rise of BYD reminds me of Hyundai automotive in the 1980s. A very similar story arc. On a related note, it would be interesting for you to look into Geely. Geely owns the Volvo and Lotus car brands as well as having major relationships with Daimler and Renault. Its business strategy is very different from BYD, but it shares the low-cost Chinese manufacturing base and deep history in both ICE and electric vehicles. BYD's advantage selling into North America and Europe is that is already owns brands with a rich history and positive customer image. Volvo-BYD is rolling out an all-electric lineup over the next few years. Whether it will go after the $30, 000 and under market in the US is unknown.

[hqcart]

Keys to success:
1. First Copy
2. Then Learn
3. Lastly Innovate

[MortyMortyMorty]

4:17 That is wrong. The first European BYD factory is already being built in Hungary right now.

[stevekim]

I started to see BYD buses in South Korea too.. BYD is growing faster than any other EV brands.

[durdynq]

18:00 although yes the seal is heavily relying on touchscreen but its has a physical gear selector compared to the refreshed tesla Model 3

[Cloudnine]

I already drive a Lynk & Co 01, another Chinese car (Volvo collaboration). The car is amazing value for the price.

I'd get another Chinese car in a heartbeat.

I don't get the distrust by some people. China makes great products, including cars.

I'm not a nationalist, I'm a consumer.

I just want the best value my money can buy.

If European or US manufacturers want me to buy their cars, they need to step up their game, and give me a good reason to do so.

[claymorexl]

I was in Mexico City less than a month ago, and was absolutely stunned by how commonplace these Chinese TVs are there. They really are having a huge impact in a short time.

[afrikaazanialuti]

In South Africa, electric vehicles come with a hefty price tag, making them unaffordable for many. Those committed to reducing vehicle emissions should closely examine BYD's competitive market pricing.

[michaelantonsen]

Got a BYD Atto 3, 5 months ago. My first EV after upgrading from a Hyundai I10. Very satisfied so far. Absolutely no issues so far and it more or less drives itself on the highway with the adaptive speed control