ICE vs EV, the debate thread

[KhunLA]

transam trolled with that guy back on Dec 5 ... that vid was full of BS also

[4myr]

Gloomy but realistic reporting by Nikkei 

 

[KhunLA]

4 hours ago, 4myr said:

Gloomy but realistic reporting by Nikkei 

Thanks, excellent vid, and yea, gloomy for JP & ICEVs.  Along with sales down, also  brain drain and people are smartly, jumping ship.  

 

CHINA ROCKS 

[josephbloggs]

4 hours ago, 4myr said:

Gloomy but realistic reporting by Nikkei 

 

What's gloomy about it? The Japanese executive admitted they brought old technology to countries like Thailand as they thought they could get away with it. Too complacent as they had almost total market control.

Even the president of Saha group has a Seal.

The consumer is getting much better value, better technology. The employees that are moving to Chinese EV makers are getting paid 50-80% more than they were getting paid at Japanese factories.

Where's the gloom? It's all good. Good for consumers, good for workers.

Sad if beloved old brands die but that happens. Nokia, Kodak, Blockbuster etc. The consumers now have iPhones, Netflix: better products. If you don't keep up to date with developments and adapt in business you die. Even worse is if you spend millions and millions on anti EV propaganda whilst closing your eyes and hoping people will buy it and the competition will have gone away when you open them again then you deserve to die.

Exciting times, not gloomy ones.

 

[4myr]

1 hour ago, josephbloggs said:

What's gloomy about it? The Japanese executive admitted they brought old technology to countries like Thailand as they thought they could get away with it. Too complacent as they had almost total market control.

Even the president of Saha group has a Seal.

The consumer is getting much better value, better technology. The employees that are moving to Chinese EV makers are getting paid 50-80% more than they were getting paid at Japanese factories.

Where's the gloom? It's all good. Good for consumers, good for workers.

Sad if beloved old brands die but that happens. Nokia, Kodak, Blockbuster etc. The consumers now have iPhones, Netflix: better products. If you don't keep up to date with developments and adapt in business you die. Even worse is if you spend millions and millions on anti EV propaganda whilst closing your eyes and hoping people will buy it and the competition will have gone away when you open them again then you deserve to die.

Exciting times, not gloomy ones.

 

Gloomy prospect for the losers of this disruptive process, i.e.

 

1) Japanese, European, Korean and American carmakers that cannot transition and stay competitive
2) Chinese EV startups, joint ventures and state owned carmakers who have customers worldwide, including Thailand, that will not survive. Xpeng CEO expects 7 carmakers to survive. Check these 2025 predictions
3) Thai local suppliers that are not able to transition to become an EV supplier 

Losers are investors, workers and consumers of those car brands, whether ICE or EVs. In 5 years time who will ever remember these brands or companies: Weltmeister, HiPhi, Fisker, Jiyue. Next year a few can be added to the list.

 

On a country and geopolitical scale the Western axis [EU, US, Japan, Korea] can lose 5-7% of GDP of automotive industry, as China tend to monopolize whole supply chains. They already dominate solar panels [80%] and lithium batteries [80%] from the basic materials to the end product. It would not surprise me if this would happen to EVs. German suppliers and OEMs like Bosch and Volkswagen have their main EV R&D already based in China, as there is where the action is. 
And it will not stop at EV manufacturing only, but will move to other advanced manufacturing like commercial aircraft, AI and robotics.

Loss of GDP for a country means less earnings to pay for our security, health and retirement, unless that country can transition to activities that are at least profitable than the industry that was lost.

 

Links:
https://carnewschina.com/2024/12/30/top-10-predictions-for-2025-in-the-chinese-car-market/

https://kr-asia.com/thai-automotive-sector-has-four-years-to-adjust-to-china-evs-says-major-parts-maker

[vinny41]

Interesting videos from owners of Fisker Ocean 

Before  Fisker filed for Bankruptcy cars were selling for $70,000 USD

Once Bankruptcy was annouced cars were selling for $20,000 USD

We Owned a Fisker Ocean for Almost a Year and It Was Rough | Long-Term Test Wrap-Up

https://www.youtube.com/watch?v=8JRP387XpYk

Time To Buy A Fisker? Here's My Take

https://www.youtube.com/watch?v=iW6FjVL_GtQ

Buggy software from day 1 owners were promised updates that would resolved these issues but unlikely to happen now due to Bankruptcy

Only a single car fob and a fob that doesn't always open the doors or start the car as the fob isn't always recognized by the car instead you get message no fob found

Fisker safety recalls costs will be funded by Fisker in the USA only  Europe owners unknown

[Pib]

See Bangkok Post article for full article...partial quote below.

https://www.bangkokpost.com/business/general/2939505/new-us-rules-would-bar-nearly-all-chinese-vehicles

 

 

Quote

 

New US rules would bar nearly all Chinese vehicles

Final decision to be left up to incoming Trump administration

PUBLISHED : 14 Jan 2025 at 18:10

WRITER: Reuters

 

WASHINGTON - President Joe Biden’s outgoing administration is finalising rules that will effectively bar nearly all Chinese cars and trucks from the US market, as part of a crackdown on vehicle software and hardware from China.

 

 

 

 

[josephbloggs]

4 hours ago, Pib said:

See Bangkok Post article for full article...partial quote below.

https://www.bangkokpost.com/business/general/2939505/new-us-rules-would-bar-nearly-all-chinese-vehicles

 

 

 

Ridiculous political grand standing and protectionism from the self proclaimed free market leader of capitalism.

Poor Americans forced to pay more for inferior products but, you know, USA! USA! USA! The rednecks will be happy. Pay more for a terrible Ford than get a great BYD.

I hope China bans Teslas, Apple and other American products in response. Trade wars don't end well for anyone but if Trump or Biden is dumb enough to start one then let them fail. 

And of course I am sure Musk has no hand in this, no siree, no conflicts of interest there.

Meanwhile the rest of us will be able to buy superior products at good value prices. Let America drown in its own nationalist excrement.

[Yellowtail]

8 hours ago, josephbloggs said:

Ridiculous political grand standing and protectionism from the self proclaimed free market leader of capitalism.

Poor Americans forced to pay more for inferior products but, you know, USA! USA! USA! The rednecks will be happy. Pay more for a terrible Ford than get a great BYD.

I hope China bans Teslas, Apple and other American products in response. Trade wars don't end well for anyone but if Trump or Biden is dumb enough to start one then let them fail. 

And of course I am sure Musk has no hand in this, no siree, no conflicts of interest there.

Meanwhile the rest of us will be able to buy superior products at good value prices. Let America drown in its own nationalist excrement.

Go with God brother.