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Posted by segasaturn 10/24/2024

BYD EV teardown in Japan reveals secrets to its affordability(insideevs.com)
154 points | 284 comments
neuroelectron 10/24/2024|
I think electric cars need to be simpler. They should be more like economy cars of today with the drivetrain simply swapped. No touchscreens, no fancy door handles, no cameras, etc. Those features should be optional with some trims. They need to be reliable and long life to maximize raw material efficiency. Imagine the Chinese electric cars are similar to this but the article is lacking much detail.

I also think it would make a lot more sense to have an auxiliary diesel heating system. This would be much more effective than electric heating and likely generate less carbon emissions (at least until we transition to carbon neutral energy infrastructure). A gallon of diesel would last for months if it was just used for heating the cabin, and it would improve the range. It might even be an effective solution for keeping the battery at optimal temperatures but obviously a lot of math is required here to see if the tradeoff is worth it vs integrated battery heating.

bryanlarsen 10/24/2024||
Touchscreens are how electric cars are simpler and cheaper. Buttons, knobs, their wirings and linkages are surprisingly expensive once you include fully load the cost (ie, wiring is often done by hand).

> Imagine the Chinese electric cars are similar to this but the article is lacking much detail.

No, Chinese cars are usually loaded with gimmicks. Even the $10,000 Dolphin has two screens.

> This would be much more effective than electric heating and likely generate less carbon emissions

Even more efficient is to utilize the waste heat from motors, as a proper heat pump system does.

What really kills the range of an EV in the winter is bringing the battery & cabin up to temperature at the beginning. Once the car is moving, the heat pump can scavenge heat from the motor to relatively efficiently heat things. So if you pre-warm your car while it's plugged in the range loss isn't too bad.

Diesel heat would prevent you from doing this because you can't run a diesel heater in the garage. So ironically, a diesel heater could reduce your battery's range even though it doesn't use battery power.

fy20 10/25/2024|||
In cold climates in Europe, diesel pre-heaters (such as Webasto) are pretty common. Compared to petrol, diesel cars have a harder time starting at low temperatures, and take a long time to warm up.

Where I live (-25c during winter) houses typically don't have garages where cars are kept. Modern apartments have underground parking, but the temperature often stays above freezing.

seanmcdirmid 10/25/2024|||
Nesr the arctic electric block heaters are common. Almost every parking lot in Fairbanks has power outlets at each spot for block heaters.
dangrossman 10/25/2024|||
Coincidentally, Webasto supplies the home EV charging equipment for many of the major brands including VW, Ford, GM.
neuroelectron 10/24/2024||||
That's a good point but I can't understand how it would add up vs servos or other electric air controls vs a manual lever that physically opens the baffle. It really doesn't make sense to me how an lcd can be less expensive than a bit of metal and plastic in a switch but I suppose you're right due to economies of scale.
_ea1k 10/24/2024|||
The touch aspect itself is really cheap. The big benefit of screens over "simpler" instruments is that regulations actually vary quite a bit across the world. Being able to use a screen that can display anything greatly reduces the sku count, simplifying supply chains and assembly lines.

It would be hard to justify not using a screen these days, IMO.

numpad0 10/25/2024|||
I doubt if it's actually cheap. "The touchscreen" aka 2DIN radio/infotainment head unit slot, is required for Japanese market, as Japanese users require one of indigenous options installed for all cars. Google Maps supposedly had gotten better but aren't quite replacing it, so CP/AA doesn't work. I believe this is a unique country requirement, as many Chinese EVs as well as many European low-end cars seem to ignore it.

Not every cars are made for Japanese, far from it, but abolition of LCD based map-radio on a standardized slot is a weird hill to die on, so every cars has it anyway.

And, I think, this is where the actual "it's cheaper to..." argument begins: since every cars will have the standard issue map-radio, it _can be cheaper to move buttons into it_. Differences between the standard version and one with this context is whether the cost of the entire 2DIN screen is included in it or not - if the screen cannot be removed, to shut up whining Japanese or not, it becomes sunk cost and becomes a constant term of equation, which physical buttons have no chance of winning.

tdeck 10/24/2024||||
> It would be hard to justify not using a screen these days, IMO.

Unless you were concerned about the safety of someone having to look at a screen to operate vehicle controls. Otherwise you could just make it a smartphone app and ditch the screen entirely.

_ea1k 10/25/2024|||
I should have been more clear. I meant the gauge cluster. TBH, having physical controls for things like climate, wipers, and lights makes sense. I can't imagine the cost difference is meaningful.
blacksmith_tb 10/24/2024|||
That would be atrocious (but not really much worse than the all-in-one infotainment screens we already have...) But my gut says automakers haven't gone there because it would make support and liability that much more complicated - "the operator was distracted at the time of the collision... but they weren't trying to turn on the defroster, they were watching Youtube!" On the plus side instead of being stuck with a never-upgraded head unit, with an orphaned 3G modem, you'd at least have connectivity that kept working.
AlotOfReading 10/24/2024||||
The cost of the vehicle components is a surprisingly small part of the overall cost of a vehicle. The cost of the line time and the additional tolerances to fit those cheaper components is vastly higher than the cost of stuff they're going to install anyway.

Being able to separate design decision timelines on how the UI works from manufacturing timelines is also very helpful organizationally.

vasco 10/25/2024||
I think these are the right answers. LCDs are already wired and don't need someone's hands to do it. And you can, in software, however late you want in the process, add a button for this or remove a button for that. In software development this is a given, but in real world manufacturing it's like a super power.
XorNot 10/25/2024||||
Try pricing out physical switches at your local electronics shop sometime. How much does say, 20 or 30 of them cost? How much a 7" touch-screen LCD cost?

Then consider how long it takes to wire up and install the LCD versus 20-30 switches (plus mounting brackets, plus functional testing etc.)

sbdhzjd 10/25/2024|||
Regulation forces the manufacturers to have the LCD in the car because rear view cameras are mandatory.

Right off the bat all radio controls are free if tossed into the software.

CMCDragonkai 10/26/2024||||
We are now in an era where physical things are expensive. Making a physical knob that actuates things requires machine tools, skilled labour and standardised parts. Compared to a digital widget which eventually can just be coded by an LLM, we are never going back to physical controls unless safety demands it.
brokenmachine 10/27/2024||
>unless safety demands it

Interesting that the market is so held hostage that you didn't even think to mention that the market could demand it.

Do people actually prefer touch screens? I know I don't. I won't buy a car unless every function I need while driving is on a physical knob or button.

If I have to press on a touch screen every time I start the car, this test drive is over.

singleshot_ 10/25/2024||||
I have this thing called a “furnace” that heats my home using no. 2 home heating oil (more or less: diesel).

How is a diesel heater different than my furnace? Why can’t you run one in your garage?

resoluteteeth 10/26/2024||
Your furnace has a chimney going to the roof. If the diesel heater was part of the car that presumably wouldn't be possible, so you wouldn't be able to use it in a garage.
singleshot_ 10/26/2024||
Got it. Thank you kindly. Wasn't thinking of it that way.
potato3732842 10/24/2024||||
Then why don't all the 3rd world cars use touchscreens?
AnotherGoodName 10/24/2024|||
It’s happening. The mg3 is very common in the third world and has touch screens now in the latest model. They have a few buttons on the wheel but the majority of features are on the tiny touchscreen in the center. If you see cars in the 3rd world without touchscreens they are older models is all. Sometimes it just takes a while for the new cheaper way to do things to become widespread.
sitharus 10/24/2024||||
Firstly, they're often older cars shipped from richer countries if it's a better deal than scrapping.

And for new build cars, they often lack a lot of the entertainment and safety systems required in western countries, so they also don't have the onboard computers that would run the touch screen.

When your car already has a backup camera required, so it _has_ to have a screen, and add at least handsfree bluetooth phone connectivity, bluetooth audio and digital radio since I haven't seen a new car without them for years, you have an onboard general purpose computer already. Switching to a touch screen is a small marginal cost over that, and you can lower costs by removing physical controls which not only removes the part cost, but also labour cost of installing, wiring, and quality control.

Also all the features not found in cars for low-cost markets don't need controls, so even if physical controls cost more per-item than touchscreens the total number of controls is much lower.

catlikesshrimp 10/25/2024||
Where do you live? Everything you said could be a mental exercise in this third world country: It makes sense, but it is not reality.

New cars in here (at least chevrolet, isuzu and toyotas) are being shipped with a touchscreen. As you say, it covers the camera display, the infotaiment and map navigation. Everything else still has manual controls, THANK GOD. For instance AC, lights, wipers.

I currently have a 2017 Mazda Bt50 it didnt have the touchscreen. It does have a rearview camera, and the image is displayed in a little square screen in the central rearview mirror. It also has a frontal camera and both of them can record video continuosly. You can have Features without a "general purpose computer"

The most common transmission is manual, automatic costs around $1000 more. Why? Market preference. We do have some poorly maintained roads, and some dirt roads, mind you.

The only reason to ship all controls in a touchscreen is because it is fancy, and since it is already there, they want to save some money by not including physical buttons.

sitharus 10/25/2024||
Well I _live_ in New Zealand, but the area I'm most familiar with is the pacific islands. The cars there are mostly used exports from Australia, New Zealand and Japan.

That's also true in New Zealand, half of the vehicles registered here every year are used imports from Japan, normally 5-10 years old. We don't get the low-cost models though as our safety standards are higher, though you do see Kei cars and trucks. When they can't be sold here anymore they get re-exported to the islands, and generally they make it back here as scrap.

There _are_ brand new cars of course, with the full suite of touch screens, but they're out of reach for most people. Even here in NZ we get feature-cut models to keep the price down.

As for 2017, the cost of large touchscreens was much higher then, and the general purpose computer that was definitely running it behind the scenes was much slower.

And as I said in my post, it's certainly for cost saving. Manufacturers realised they could save a few cents on controls and dollars in labour per car by using the touchscreen they were going to add anyway and there was enough compute power to make it responsive enough to sell. Plus a touchscreen look shiny and most people won't realise the problems until it's sold...

sn0wf1re 10/24/2024||||
Touchscreens are more expensive than buttons and knobs. But screens are required by law in the USA and EU as they require backup cameras. And a digitizer is a lot cheaper than some buttons and knobs.
Panzer04 10/24/2024||
I'm confused. Are they more or less expensive?

My presumption is you meant cheaper?

sn0wf1re 10/24/2024|||
Screens are more expensive than buttons and knobs.

Making the screen into a touch screen with a digitizer is cheaper than buttons and knobs.

So if you already have a screen, making it a touchscreen is indeed cheaper.

AnotherGoodName 10/25/2024||
They aren’t more expensive to start with though. A small touchscreen is <$10 in large orders. This is why you can buy entire android phones for <usd$30 with no vendor lock-in.

Wiring in a set of buttons and knobs costs more than a small screen. The buttons and knobs are more ergonomic. The real answer to the above question is that it’s happening already. All new cheap Chinese (or anywhere else that caters to the developing world) made cars have a touch screen and fewer hardwired controls.

stavros 10/25/2024|||
He means that you already have a screen, and you might as well put a digitizer on it and save the cost of the buttons.
LunicLynx 10/24/2024|||
Because building software is hard. If you can do it though …
torginus 10/24/2024||||
I think the importance of heatpumps is overblown. If you go for a highway trip, your car consumes 10kW+ and 1kW heating won't matter much. Additionally, on longer trips the cabin's already warm, no need to run the heater that much.
pavon 10/25/2024|||
As an owner of a EV, who regularly sees over 20% of the energy used during the winter goes to heating the cabin, I can't agree.
beAbU 10/25/2024||||
I can real-time adjust my car's range by changing the temperature and fan speed. As I bump up the temperature, the range computer immediately goes down in significant increments. It's not been proper cold here since I got my EV, but at the moment I'm seeing about a 30km range decrease with cabin heating on.
dzhiurgis 10/24/2024||||
Kinda. Im leqd to believe heatpump is a $50 device that manufacturers charge $2k for (must be more to it honestly).

If that saves 10% of range that’s 10% less batteries which cost more than $50. Eventually all these savings add up so much that EV is lighter and cheaper than similar ICE vehicle…

KK7NIL 10/24/2024|||
> Im leqd to believe heatpump is a $50 device that manufacturers charge $2k for (must be more to it honestly).

Turning an AC unit into a heatpump is indeed pretty simple, but that type of heatpump doesn't work well when the temperature gradient is too high.

What you'd need to heat a car during winter is a "high temperature heat pump", which usually requires multiple stages, different thermal fluids, etc.

That's a much more complex and expensive system, not well suited to vehicles.

dzhiurgis 10/25/2024||
AFAIK in cold climates they use different refrigerant like methane, but that’s even more expensive.
Dylan16807 10/25/2024||
Expensive why? Methane itself is dirt cheap.
dzhiurgis 10/25/2024||
Not sure. Maybe higher pressure or corrosion means beefier gear.
panladafrozen 10/25/2024|||
It regularly gets cold enough here that the the temp gauge on my conventional ICE barely rises over an hour without covering the cooling vents manually. We're wasting enormous amount of energy on non-insulation/inefficient temperature control
ClassyJacket 10/24/2024||||
Where on Earth is a Dolphin only 10,000$ ?
segasaturn 10/24/2024|||
Probably mixed up with the BYD Seagull which is indeed USD$10,000 (before tariffs).
saagarjha 10/25/2024|||
The ocean maybe
Groxx 10/25/2024|||
I'm under the impression that electric diesel pre-warmers are relatively common, in cold climates? (Or engine block heaters, basically a fancy electric blanket at cheapest) Every diesel person I knew growing up had one, partly because they needed it when it got truly cold.

For the mid-cold regions though, yeah - I can believe that.

gambiting 10/24/2024|||
>>No touchscreens, no fancy door handles, no cameras, etc.

We own a Volkswagen e-Up, it's exactly like this. We love it too, it's just such a great little car, you can easily get 150 miles out of its 32kWh battery and it fits everything, has no touchscreen, good old buttons for the climate controls and even proper analogue gauges for speed and battery level. I will own it until it falls apart.

>>I also think it would make a lot more sense to have an auxiliary diesel heating system.

I honestly doubt that anyone would like the "convenience" of having to fill up the tank for it with diesel every now and then.

>>and likely generate less carbon emissions

CO2 - yes. But these heaters(and devices like Webasto etc) are hugely polluting because unlike the exhaust from your engine their exhaust isn't filtered or treated in any way, all the bad stuff goes directly outside.

>>A gallon of diesel would last for months if it was just used for heating the cabin

No, it wouldn't - I own two cars with a webasto and they both use about 0.4L of fuel for hour of operation, it's not much but it's not insignificant.

Besides, this is a fixed problem - just use a heatpump instead of a resistive heater. A 500W heatpump will produce as much heat as a 2000W resistive heater.

koksik202 10/24/2024|||
The reason we went with 4y old leaf and not brand new e-up was that it looked like a coffin made out of matchbox. Compared to leaf which is still simple and conventional but has much more space to absorb impact and full of safety features.
gambiting 10/25/2024||
Well....if you don't like the look you don't like the look. But it used to have full 5 stars on NCAP testing until the forward collision avoidance system was made mandatory and it's was never fitted with one by VW. For us the Leaf was a lot more expensive than the e-Up with less range so I wasn't interested.
neuroelectron 10/24/2024||||
I don't understand why your Webasto is using so much fuel. I use one to heat my sunroom in the winter and 2.4 gallons lasts me several days. A small, insulated cabin should require much less.
gambiting 10/24/2024|||
Because it also heats the engine as well maybe? Also I guess a car loses heat much faster than your stationary cabin because the flow of air around it as you drive is very good at taking the heat away. Also there is no insulation anywhere.

Anyway, from its spec sheet it says it can actually use up to 0.6L/h at full load:

https://www.webasto-comfort.com/fileadmin/webasto__media/web...

neuroelectron 10/24/2024||
Full load is way too much unless you're arctic trucking. The lowest setting is plenty for my sun room until it gets below 20f or it's especially windy. This uses about a gallon in 6 hours.

But you're right, without any insulation, the moving vehicle will lose heat much faster. The room has terrible insulation but at least it has bare brick for the bottom 3 feet which probably retains a lot of the heat. I suspect with proper insulation your fuel usage would be drastically reduced.

brewdad 10/24/2024|||
OP's rate of usage equates to using 2.4 gallons in about 23 hours. Assuming you are only using yours during the few hours a day the sunroom is occupied, several days sounds about right.
neuroelectron 10/24/2024||
Yes i run it 6-8 hours a day when I'm using the room. It really surprises me how effective and cheap it is vs a space heater. A solar powered heat pump would be even cheaper, I suppose but this solution was only about $200 to build. I doubt a heat pump would last long enough to pay for itself unless i could figure out away to cheaply acquire and install it.
lotsofpulp 10/24/2024||||
> A 500W heatpump will produce as much heat as a 2000W resistive heater.

Isn’t this highly dependent on the outside temperature?

sitharus 10/24/2024|||
It is. Modern high-efficiency single stage air-source heat pumps will only have a COP of between 2-2.2 in -20°c/-4°F, so your 500W heat pump would output 1000W-1200W of heat.

However at 0°C/32°F this bumps to 3.5-3.8, so you'd be getting much closer to the quoted 2000W.

If you're operating in -20°C or below for much of the year a heat pump might not be the best option, but even in Yellowknife that's only three months of the year and it's still twice the heat per kW.

I guess it's a concern if you live in Norilsk?

floxy 10/24/2024|||
https://www.engineeringtoolbox.com/docs/documents/1117/cop_h...
UncleOxidant 10/25/2024|||
> Volkswagen e-Up

I'm pretty these will never be sold in the US, unfortunately.

tonyedgecombe 10/25/2024||
They have been discontinued now.
GuB-42 10/24/2024|||
> I think electric cars need to be simpler.

Look at the Dacia Spring. The entry level barely has a screen at all, and no camera, not even a backup camera, it doesn't even have a display for it. Also: no A/C, no thermostat, no rear power windows. You have to pay if you want these, and even if you take the "premium" model that has a touchscreen, it is pretty basic, essentially that's just a display for Android Auto / Apple Car Play, and you get a backup camera.

That's what you would expect for an economy car. It is less than €20k. Unfortunately, it also has a pretty bad range and overall performance because of its small battery. Of course, batteries are expensive, and it is a cheap car. It means you won't get far with it. That's unlike "A-segment" gas cars (ex: Fiat 500) that while not the most comfortable, have no problem driving cross-country.

gambiting 10/25/2024|||
The thing is....we have a Volkswagen e-Up as our second car. Gets around 120-150 miles range at most. And you know what? In the 3 years that I owned it, I never got even close to running out. Never had to fast charge it either, simply because we never took it on any journey longer than that range. And yet we use it literally every day. And I suspect for most people in situation similar to ours, the same would be true - you just don't drive more than ~120 miles in a regular day just going to work and back and dropping kids off at school and going shopping. So Dacia Spring is actually fantastic for that segment - it doesn't need to have that long distance capability, because most people don't need it.
badpun 10/25/2024||||
Biggest problem with Dacia Spring might be its 1-star safety rating.
2Gkashmiri 10/25/2024|||
you know indian tata tiago ev and new MG Comet EV?
Animats 10/25/2024|||
Detroit has a "more car per car" kick they go into whenever sales are down. Electric cars were viewed as a premium product in Detroit, and they're still priced that way. This backfired. Batteries got cheaper, US-made but electric cars didn't.

Ford F-150, base price: $39,345, per Car and Driver.

Ford F-150, electric, base price: $49,875, per Car and Driver.

Ford did badly at this. Stellantis did even worse. (Stellantis is the company that ended up with Fiat, Chrysler, Jeep, and Dodge.) Stellantis had a big push into crappy mild hybrids (22 mile electric range). Nobody likes them. A few years ago, the CEO was talking about achieving profit margins as large as as tech companies through higher prices and fees. Now, there are unsold vehicles piled up at dealerships, the market share of Stellantis brands is half what it was a few years ago, and Stellantis is getting a new CEO. SHere's what the dealers have to say about that.[1]

[1] https://s3.documentcloud.org/documents/25136851/letter_to_ta...

tim333 10/25/2024||
There seemed to a bit of a weird thing that happened with covid. Pre covid things were normal, then when covid shut things there were a glut of hire cars etc which people didn't want when locked down so prices and production crashed. Then post covid people wanted cars again but not enough were being produced, there was a shortage, high prices and people were willing to pay $60k for a car with gizmos, base price $40k as there were none of the cheap ones available. Now we are returning to normal and the $60k ones don't sell.

I don't buy often but I occasionally fly to nice airport and have rented fiat pandas. Pre covid they were from £5/day rent, £7000 odd to buy. Post, rental rates went silly the other way like £100/day. Now about £15/day rent, £13k ? to buy. I miss the olden days of 5 years ago with £7k cars.

I'm not sure manufacturing costs have really gone up 2x in that period? I guess they were probably losing money at £7k.

beloch 10/25/2024|||
EV economics are a little bit odd. The difference in cost between a base model and a luxury model is smaller than the difference between a short-range and long-range model, just because of how expensive batteries are. Manufacturers are, no doubt, keenly aware of this.

If a manufacturer released the stripped down, no-frills car you're describing, a competitor would release a competing car with all the bells and whistles and slightly less range at the same price-point.

Panzer04 10/24/2024|||
My presumption is that batteries have been expensive enough up until now that it's been most sensible to target upmarket without sacrificing specs vs ICE. My expectation is as prices continue to fall cheaper and cheaper cars will become commercially viable.

Cheap EVs suffer the most from the drawbacks that make electric kind of suck (smaller batteries reduce range, more sensitive to heating costs, etc). Once you can shove a 60kwh pack in a cheap car, most of those drawbacks go away.

AtlasBarfed 10/25/2024||
Sodium ion is a game changer. 40%the cost of nmc, 2/3 the cost of lfp.
bamboozled 10/24/2024|||
My friend has a Mitsubishi kei van Electric and it’s exactly what you describe. It’s just like a regular kei van but electric. It is a wonderful, wonderful car. Because of the low center of gravity of the heavy battery. It has no roll around corners like a regular kei van. It’s like a sports car. It is as simple as a car could be.

Only thing that’s missing g for me is a 4x4 model.

neuroelectron 10/24/2024||
It seems like all the cars like this are only available in Europe
numpad0 10/25/2024|||
Japan has no particular restrictions on exporting used cars but US does for importing cars younger than 25 years old, famously lobbied by Mercedes to block parallel third party imports of their entry level products from cannibalizing American sales.

Europe do not have that particular import restriction, and if someone wanted to personally import and register a brand new wheeled fuel drum with appropriate paperwork, they can.

IndrekR 10/24/2024|||
Kei cars are a Japanese thing. Mostly unavailable in Europe.

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

danans 10/24/2024|||
> They should be more like economy cars of today with the drivetrain simply swapped.

This is how most first generation EVS from legacy car makers were made, and they dramatically underperformed in range, performance, and comfort due to the assumptions, parts, and manufacturing methods inherited from ICE cars.

aitchnyu 10/25/2024|||
Will purpose built EVs have better ride quality than an ICE platform with electric motor?
gambiting 10/25/2024||
I'm not sure what the ride quality has to do with that - it's 100% down to the suspension setup and choices made by the manufacturer, regardless of the drive train. You can have a small city car with amazing plush suspension, and a big long distance cruiser saloon with break-my-back suspension because for some reason the manufacturer made it "sporty" and "nurburgring tuned" - different strokes for different folks.
danans 10/25/2024||
> I'm not sure what the ride quality has to do with that - it's 100% down to the suspension setup and choices made by the manufacturer, regardless of the drive train

Suspension isn't infinitely adjustable without other tradeoffs, including cost. Batteries are already very heavy compared to ICE drivetrains.

That might be fine for an expensive car like an Audi or BMW that have a high end suspension anyways (probably even driver adjustable), but that probably won't fit into the budgetary constraints of a more affordable vehicle.

cma 10/24/2024||||
New wave of car makers too, Tesla's first was built on a Lotus platform.
olyjohn 10/25/2024|||
First gen EVs also didn't have lithium batteries.
llm_trw 10/24/2024|||
>No touchscreens, no fancy door handles, no cameras, etc.

Those things cost a few dollars now. This isn't the 00 where it was advanced tech. Physical buttons cost more.

cogman10 10/24/2024|||
> This would be much more effective than electric heating and likely generate less carbon emissions

Perhaps in the case of an EV using resistive heating, however, most have moved on to using heatpumps.

Heatpumps have COPs that range anywhere from 2 to 10. Which means for every 1kWh in, you get 2 to 10kWh of heat out. A resistive heater has a COP of 1.

Fossil fuel power plants operate at ~40->60% efficiency, which means that past a COP of ~2 you are going to be more efficient for heating even if your power source is directly from fossil fuels. It's sort of neat.

When talking about generation mixed grids (which most are now) the COP level needed to beat having a diesel burner for CO2 output plummets.

But one more point to consider, a modern EV needs an HVAC to ensure the proper operating temperature of a battery. The thing that killed the old Nissan Leafs was the fact that they didn't have any sort of cooling system for their batteries. Put those in hot climates and you are talking major and fast degradation.

So, it wouldn't even be (much) lighter to omit the heatpump. To convert the HVAC system for the battery into a climate system is pretty much just requires a single valve.

numpad0 10/24/2024|||
EVs are full of gimmicks because battery cost never hit $100/kWh and they have to justify the premium over ICE, that's it.
floxy 10/24/2024|||
I though we hit sub $100/kWh in 2024?

https://www.visualcapitalist.com/charted-lithium-ion-batteri...

AtlasBarfed 10/25/2024||||
That's a stupid number with inflation in the last 3 years.

Anyway, sodium ion will scale to less than that regardless of inflation.

A sodium ion battery should cost 40% of nmc.

baybal2 10/25/2024|||
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csomar 10/25/2024|||
> Imagine the Chinese electric cars are similar to this but the article is lacking much detail.

I've ridden in the dolphin and it has two screens and a bunch of tech attached to it (including gps directions). It's the cheapest BYD car. Two screens + CPU cost probably less than $300. Software doesn't incur extra cost per vehicle.

ex7820le_j 10/26/2024||
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Casteil 10/25/2024|||
Absolutely. Simple, and modular - with wide availability of (perhaps 'universal') replacement parts.

We're observing in real time - mostly via skyrocketing insurance rates - the impact & unsustainability of expensive, all-proprietary parts. Vehicles are getting totaled out now more than ever for things that should be repairable.

Speaking of diesel - what I really want is a simple plug-in hybrid truck or SUV (e.g. a USA Toyota Hilux or 4runner) with ~50-80 miles of battery-only range, and a diesel generator for 'indefinite' range extension.

teleforce 10/25/2024|||
The new EV from car manufacturer Caterham has no entertainment just screen mirroring to reduce its weight [1],[2].

As for air conditioning (heat and cold) there's more efficient heat pump system that's being used by Tesla that's 3 times more efficient than the conventional system [3].

1) Caterham V: Lightweight EV sport car without infotainment (just phone mirroring)

https://news.ycombinator.com/item?id=41719818

2) Caterham Project V:

https://caterhamcars.com/en/models/projectv

3) Heat pumps make new Tesla more efficient:

https://heatpumpingtechnologies.org/heat-pumps-makes-new-tes...

tmm84 10/25/2024|||
Touchscreens, door handles, cameras, etc. are what most of the new car buyers are wanting. "Most" but obviously not "all". If I was a salesperson trying to show off a new EV to a customer and it was like a car from circa 2000 that would be difficult. If they had a car that was low on modern tech they would wonder what is so great about a "new" car? If they have a recent model they would wonder why should I give up my current car for this "lesser" car? Thus EVs try to be as premium as possible to convience buyers the vehicle is better.

The people who would gain the most from EVs will probably get them when they start to be more common and cheap. Think how long it took for cheap Honda Civics to hit the road from when the first Fords rolled off the line. Of course, it'll probably be quicker this time around.

gambiting 10/25/2024||
I don't know, I think most people just want a cheap car. Dacia sold an absolute metric tonne of the Sandero and Duster, and these cars didn't even have AC in the base spec for the longest time. A basic cheap EV would do the same(and in fact it does already - Dacia offers the Spring following the same philosophy, apparently it is selling really well).
seanmcdirmid 10/25/2024|||
All of that would make them more expensive. The digital tech is actually more affordable than the analog tech, and even a backup camera has a huge savings on mirrors and allows for more compact pillars. Old cars are cheaper because they are old, not because they are somehow cheaper to make.
danpalmer 10/24/2024|||
> more sense to have an auxiliary diesel heating system. This would be much more effective than electric heating and likely generate less carbon emissions

Is this true? Honest question. My understanding is that for cars in general (implicitly driving range), electric cars are lower impact on the energy grid as a whole (ignoring last mile) because of how energy intensive oil is to refine.

Is it that diesel specifically is less energy intensive because of how it differs in refinement to petrol? Or is it that because heating is effectively 100% efficient it doesn't matter that you're using the energy in refinement?

travisb 10/24/2024|||
Mostly the latter.

Some of it comes down to the rocket equation because it takes a lot of energy to warm a battery up. If that energy has to come from a battery itself, then the vehicle needs even more battery. Carrying around that extra battery all the time will consume even more energy. And you lose about 8% total electrical energy by putting it through the lithium battery.

In comparison two litres of diesel fuel with a nearly 100% efficiency can absolutely be more efficient from a full-system standpoint.

AtlasBarfed 10/25/2024|||
Might as well do a phev then, if you're going to have a heater engine, get some electric recharge as well.

What in talking about here is a mostly EV with a 100 ish all electric range, and the diesel/Atkinson adds even more tange

jauntywundrkind 10/24/2024|||
Cars should be Being Your Own Infotainment ready and support that.

Software is a cost center. Your car company probably isnt going to win on it. Enable everyone else to compete to be a good infotainment for your base car.

jfim 10/24/2024||
They already are. Android auto and Apple carplay use your smartphone's brains to display on the car's touchscreen.
jauntywundrkind 10/25/2024|||
The point is the car shouldn't have a touchscreen. It should have a spot meant to let you bring a phone or tablet.

I'm curious how much control is offered on these Android Auto systems. Ideally in my mind, there would be protocols for controlling windows, sunroofs, seat controls, HVAC, interior lighting, windshield wipers, defog, maybe even running lights headlights cruise control & those closer to the driving experience aspects. The whole car experience should be BYOD.

olyjohn 10/25/2024|||
Could we just like... have a standard for this already? Instead of two proprietary protocols that do the exact same thing... All it is, is a display and touch screen.
UncleOxidant 10/25/2024|||
Agree on the simpler part. I don't see the point of these fancy door handles that require power to open. I'd much prefer a screenless dashboard with old fashioned analog display of parameters. And buttons and knobs. Cameras, though, are pretty cheap these days.

> I also think it would make a lot more sense to have an auxiliary diesel heating system

I think a heat pump (which some EVs have now) would be better especially if it could pump heat away from the engine and batteries.

beambot 10/25/2024|||
The car you describe is illegal. Backup cameras (and thus a screen too, though needn't be a touchscreen) have been mandatory on all new vehicles since 2018.
gnabgib 10/25/2024||
* In (very) few countries
sidewndr46 10/24/2024|||
Everything you just said can be applied to regular cars as well.
beAbU 10/25/2024|||
Look at what Dacia is doing with their cars. The cheaper models literally come with a phone mount and nothing else. I think there are some buttons for climate etc.
whamlastxmas 10/25/2024|||
If you’re handy you could buy and install your own diesel or gas heater for under $1k. The same type they use for camper vans.
Melatonic 10/25/2024|||
Natural gas seems like a better fit for this.....
dzhiurgis 10/24/2024||
Ah yes, also pedals in case you run out of battery. And a tullock spike so you drive safely.

The only reason Tesla succeeded is by making sexy car.

Sure we are at the cost point where you can making boring EV. It would cost almost the same and only appeal to 1% of market.

TacticalCoder 10/24/2024|||
> The only reason Tesla succeeded is by making sexy car.

I don't think so. They succeeded because the batteries made by Tesla seems incredibly good. A Model S owner I know swapped his batteries after... 280 000 km (175 000 miles). They seem to live long and have better mileage.

But neither the Model 3 nor the model Y nor the model X are "sexy": they just have a weird shape. Although I'll grant you the Model S is good looking.

To me the german, Porsche and Mercedes for example, make way better looking EV cars than Tesla and with much better interiors. But inferior batteries.

dreamcompiler 10/25/2024|||
I don't know whether Tesla batteries are actually better than average. What Tesla absolutely does better than average is their battery management system. Tesla does an exquisite job of keeping their batteries at the optimal temperature and never overcharging them or charging them too fast.

Any lithium battery -- even a bad one -- will last much longer with a great BMS.

SoftTalker 10/24/2024|||
They succeeded by making an electric car that looked like a normal car not a glorified golf cart or a cartoon car. Secondly they had decent/usable range for many use cases, and they had good performance.
gambiting 10/25/2024||||
>>The only reason Tesla succeeded is by making sexy car.

I literally don't know anyone who thinks Teslas look sexy - they are like bars of soap, nothing "sexy" about them. But I also know plenty of people who own them, because of their superior battery tech, crazy efficiency, and the supercharger network. I don't know anyone who bought a car because it's "sexy" maybe other than one friend of mine who bought an Alfa Romeo Gulia because it "looks cool" - the argument that it's just a rebranded Fiat Punto never really worked on her unfortunately.

dzhiurgis 10/25/2024|||
Model S and Roadster are sexy enough - they are the cars that decided teslas fate.

Mind you the competition at the time was only a Prius, which only last year became reasonably good looking.

Model 3 and Y are worlds best selling cars. By definition they have to be boring.

badpun 10/25/2024||||
I don't think Gulia and Punto have much in common. Did you mean a different car?
gambiting 10/25/2024||
Ah yes I meant the Alfa Romeo MiTo, sorry got this wrong.
potato3732842 10/25/2024|||
You're missing the point.

EVs weren't really economically viable at the entry level. Tesla was the first company to figure out how to design, style and market an EV for higher end customers at price points where it could actually compete decently against ICEs both on paper and in actual ownership experience.

neuroelectron 10/24/2024||||
So basically an electric bike?
delfinom 10/24/2024|||
The people buying Teslas must have a absolutely odd definition of sexy. I put them at a 4/10 at best. Shit I put my daily driver Civic at 6/10 because the driver cockpit is phenomenal and has a significant amount of attention to detail for a cheap car, but I have driven many high end 6-figure cars as well.
dzhiurgis 10/25/2024|||
Sexy tech and sexy performance. Buying car for it’s looks is super dumb.

Admittedly i’m talking about first generation cars - roadster and S. Cars that decided Tesla’s fate.

olyjohn 10/25/2024||
Buying a car for straight line performance is what's dumb.
dzhiurgis 10/25/2024||
Less dumb than caring about exterior. I am the one using car - it’s better be comfortable and fit for purpose rather than meet someone’s elses expectations.

I agree we should actually limit top speed and acceleration so people don’t use them as weapons so much.

In a way - nerf and desex the cars.

ninetyninenine 10/25/2024||
Agreed. Sexy cars are used for showing status and attracting women to have sex with you.

This is dumb because you can just have sex with your hand. Logically why even involve women? On this regard, you sir are a genius.

dzhiurgis 10/25/2024||
Arguably it’s the most common form of sex
dreamcompiler 10/25/2024|||
My Model Y accelerates from 0-60 in 4.4 seconds. That to me is sexy. Flooring the pedal in my car feels like being launched into orbit. And my car is among the slower models Tesla makes.

Can your Civic do that?

I'll answer for you: No it cannot.

https://www.zeroto60times.com/vehicle-make/honda-0-60-mph-ti...

We all have different definitions of sexy.

Animats 10/25/2024||
The article is a bit confusing.

The basic concepts here are 1) integrating the motor, rear axle, and differential into one unit, and 2) integrating all the high voltage electrical components and their controls into another unit. This doesn't mean the electronics are down at axle level.

If you look at a modern "E-Axle", it's a wheel and axle assembly with a modestly sized motor mounted on the side of the differential.[1] These are BYD E-Axles for large vehicles. Others integrate those into buses and trucks. The car-sized versions would be smaller. The E-Axle component contains all the "greasy bits", as automakers use the term. Looking at those things, you can see them going together easily on an automated assembly line. No need to work at funny angles, assemble big objects around other objects, or other assembly hassles. No shafting or belts - just wires.

This is reasonable enough. It is, however, a major change from traditional automaking priorites. Traditionally, The Engine was the core vehicle component. Final drive, differential, and axle were way down in priority. GM's worst plant used to be Detroit Gear and Axle. (It was bought in 1992 by a startup guy who made it non-union, wrote a book about it, and then went bankrupt.)

So it's a bit of a shock for auto companies to find that the axle people are now in charge. An electric car needs only an e-axle, a battery, and a HV electronics box as the power train. That comes from the power train supplier. The vehicle manufacturer adds a frame, wheels, body, interior, and dashboard. It all plugs together with CANbus.

[1] https://dotto-tech.ca/byd-e-axle-%26-system

DoingIsLearning 10/25/2024|
I was aware that BYD was initially a battery manufacturer OEM and then went into EV's.

This drive 'unit' that BYD is using across their vehicles is that for internal use only? Or is it also being sold as an OEM part for other manufacturers to produce their own branded vehicles?

Animats 10/25/2024||
BYD's FinDreams unit sells powertrain parts to OEMs.[1] The E-Axle for trucks seems to be available. They don't seem to promote the car-sized version. Mostly, FinDreams sells batteries. Mostly, BYD sells entire vehicles. They're big enough that they don't have to be a parts supplier to others.

Tesla talks big about making a semitruck, but BYD is shipping them in quantity, and DHL is buying them. Range about 200 miles, which is enough for the daily trips of most local trucks. They're not trying to do long-haul trucks yet. Just take over the local trucking market. BYD isn't selling cars in the US much, but they make trucks in Los Angeles.[2]

Quietly, local trucking is going electric. Especially in China and Europe.[3] The US lags in electric medium trucks.

Ford CEO Jim Farley called the BYD Seagull “pretty damn good.” If US manufacturers don't keep up with BYD, “20% to 30% of your revenue is at risk.”

[1] https://www.linkedin.com/company/findreams-technology-co-ltd...

[2] https://en.byd.com/truck/about/

[3] https://theicct.org/wp-content/uploads/2023/12/ID-57-%E2%80%...

DoingIsLearning 10/30/2024||
Very interesting movement in the industry. I can see why European Auto industry is getting up in arms with EV's out of China.
mensetmanusman 10/24/2024||
BYD is a state-backed enterprise with unknown levels of profitability when full subsidies are accounted for.

Tariffs will be needed by countries that refuse to create state backed companies but which also want an automotive industry and a manufacturing base that can make weapons of war.

churchill 10/24/2024||
Which still doesn't solve the problem: the real issue is that Western companies are financialized to the max. That's why Elon repeatedly lies to get a stock bump. Also, why companies like Google, Boeing, and Intel allow product quality to degrade, as long as they can prop up stock price for the next quarter.

So, tariffs won't solve anything. Which is why despite the Jones Act, China builds 200x more ships that the US.

Or, hasn't Tesla received billions in government assistance? what about the major automakers that'd have crumbled around 2008 if not for the US gov. pouring rivers of cash into them?

So, protectionism is only a band-aid: it doesn't change the fact that American businesses have developed a short-termist culture that only cares for the next quarter.

jeffreyrogers 10/24/2024|||
If you want long-term thinking then people have to be able to buy into stories about what's going to happen long-term. When Musk does that, you call it a lie. The benefit of financialization is that it provides cheaper access to capital, which should make long-term investment easier, not harder. America still has lots of capital intensive industries that are capable of thinking long-term. I don't think financialization has much to do with the strategic problems that many American companies face.

At the same time that Intel was allowing product quality to degrade, Nvidia, a 30 year old company, was continuing to innovate.

churchill 10/24/2024||
No, I don't have a personal axe to grind against Musk. I'm just pointing out his persistent, repeated lies. Being an engineer, he should be able to gauge their capabilities accordingly, or at least make those optimistic predictions closer to the finish line.
schiffern 10/25/2024||
"Lies" is pretty charged phrasing for what are explicitly declared as best-case timeline estimates, which the media then loves to (disingenuously) revise into "promises."

The not-so-big management secret is that even if Musk took your advice and sandbagged his timelines, then the timelines still wouldn't be met. However it would move the actual time of completion further to the right! By using best-case predictions, things are actually getting done sooner. Call it the Applied Parkinson's Law.

https://en.wikipedia.org/wiki/Parkinson's_law

Dylan16807 10/25/2024|||
https://motherfrunker.ca/fsd/

A lot of these are promises, and most of the timelines are not "best case", they were clearly not going to happen.

Even if it somehow gets things done faster, lying to your customers is not acceptable.

tweetle_beetle 10/29/2024|||
They've been selling something which doesn't exist for years, as a fixed fee, or subscription. Most large companies end up walking a tightrope of getting away with as much as possible. But FSD can only be described as a lie, a euphemism if you're feeling generous [1].

It's a company worth unthinkable amounts of money. Most people would have less patience with a guy running a Patreon in his spare time who had claimed for years his supporters would have a product soon, let alone an organisation swimming in funding (Twitter debacle aside).

[1] https://www.pocket-lint.com/is-tesla-fsd-worth-it/

ninetyninenine 10/25/2024||||
If you think it’s just a short term ist culture you’re out of touch.

People in China have a work ethic, capability, and intelligence that can eclipse the US.

BobaFloutist 10/25/2024|||
I was wondering what would happen if either

1 The feds told American car makers that they would release the tarrifs if they didn't release an electric car under $xx,xxx (15k? 20k?) in the next x years, or if

2. they made the tarrifs naturally diminish over time (from 10k to 9k to 8k) to give American companies a runway but slowly pressure them to improve their offerings.

I'm far from a policy expert here. I just wish we could put some price pressure on them without entirely ceding the industry.

churchill 10/25/2024||
I can see both policies you suggested working out fantastically, if followed through. Legacy American automakers would panic at first before they get to work. But, if these automakers can lobby for tariffs in the first place, why would they hobble themselves by giving these tariffs a deadline?

They can simply maintain these tariffs till forever, effectively doubling the price of any car out of China. The US population is essentially a captive audience.

Also, judging by America's antagonistic politics, any Party that opens the market to Chinese cars would be branded traitors & enemies of the working man and they'd likely do poorly in state and national elections.

gooosle 10/24/2024|||
> Tariffs will be needed by countries that refuse to create state backed companies

Which countries are those? All western car manufacturers are backed by the state as far as I'm aware.

esperent 10/25/2024||
> All western car manufacturers are backed by the state

As far as I can tell, this is entirely incorrect when it comes to European car companies. In the US, beside bailing out GM in the 2008 crash, they do give government loans to some car companies. But I don't agree that giving loans that equates to being "backed by the state".

croes 10/25/2024|||
Backed by politics not necessarily subsidies.

Do you think the German state of Lower Saxony would hurt its 20% shares of Volkswagen?

Or what about the exemptions for power costs for high usage companies?

Maybe not car manufacturer specific but still a kind of subsidy.

Every country does more or less obvious.

asadotzler 10/25/2024|||
Giving massive subsidies to consumers to purchase said EVs does make them state-backed, however.
esperent 10/25/2024||
In Europe at least, the subsidies are for any electric car, not just European made cars.
KennyBlanken 10/24/2024|||
> BYD is a state-backed enterprise

And Tesla isn't? https://www.latimes.com/business/la-fi-hy-musk-subsidies-201...

GM, Ford, and Chrysler (now Stellantis or whatever they call themselves) could easily be described as the same with all the subsidies and trade protection they get.

For example, aero headlights were not legal in the US for ages until Ford wanted to use them in the upcoming Taurus. European and Japanese companies had to use US-specific headlights, usually sealed beam units.

This nonsense still goes on today. Why do you think CCS has a unique-to-US charge connector? To make things more expensive for foreign car companies.

Then we have the insane "must be built here" restrictions...

mensetmanusman 10/24/2024|||
Chinese subsidies are an order of magnitude larger, which makes it a difference of kind (according to various government treasury departments).
slaw 10/25/2024|||
> China gave BYD $3.7 billion to ‘win’ the EV race.

That amounts to $1k per vehicle, so China subsidies are an order of magnitude smaller than US or EU subsidies.

https://electrek.co/2024/04/12/china-gave-byd-an-incredible-...

Tiktaalik 10/25/2024|||
We're experiencing an existential climate emergency. It's a good thing for a state to heavily invest in green technology for export.

USA and EU should be doing the same.

consp 10/25/2024|||
Looking only at raw subsidies for the main company is bad for both western and eastern manufacturers as it skews to what is published and forgets tax breaks, local subsidies, subsidiary subsidies, subsidies down the supply chain etc.
cma 10/25/2024|||
Tesla got $300million for battery swapping and $1 billion for a Buffalo solar plant. Many other billions total with federal and Nevada, Texas. And various state incentive programs.

Their partner Panasonic is a keiretsu and I think has gotten billions in EV battery related subsidies overall.

BYD I think is similar order of magnitude to the two partners combined.

megaman821 10/25/2024||||
That is a nearly a 10-year-old article with a self-serving definition of subsidy.
eunos 10/25/2024|||
Next thing you know, having affordable and quality state unis pumping out a huge number of engineers annually will constitute a state-backed subsidy :)
downrightmike 10/25/2024|||
At this point we aren't going under 2C, so if they want to make those cars cheaply, I'm all for bringing them here to sell, we bailed out our auto MFG and we are literally in the same spot/ mfg preference, with SUVs as we were when they failed last time. US MFG have not done the work, let the chinese ones who did in. Most US MFG heavily outsourced anyway, it isn't like letting the chinese cars in, is that much different.
mensetmanusman 10/25/2024||
If we were just optimizing for climate yes, but because that policy would decimate the manufacturing base for war machines, it gets more complicated. Either way, the climate gets better because China is the largest influence.
carlosjobim 10/24/2024|||
Lieutenant, I think you forgot one detail: customers.
sidifjfjdidbd 10/25/2024||
The same customers who might now have jobs instead of seeing them shipped offshore?

The purpose of an economy is not to increase shareholder value when the majority of the shares are held by .1% of the population.

carlosjobim 10/25/2024|||
The purpose of an economy is neither to produce things that are so expensive that people cannot afford them. Since Western auto companies have failed, they should admit defeat, the leadership (and shareholders) should admit they are failures, and maybe open the doors to those who can make products which customers can afford.

Car factories have used robots to make cars for decades now. The cars should have become cheaper with time, not several times more expensive. And if the factors making cars unaffordable for the average citizen is beyond the carmakers control, then those factors should be adressed. But tariffs sure won't make cars cheaper.

nehal3m 10/25/2024|||
The purpose of a system is what it does and the economy definitely does what you described. Not saying that ought to be the case but unfortunately it is.
7thpower 10/25/2024|||
While this is a valid argument, it is disappointing the US domestic industry gets a pass after pivoting their assortment heavily toward luxury vehicles.

Tesla has basically been the only domestic automaker taking risks and aggressively pursuing manufacturing efficiencies.

There are all sorts of unacceptable national security tradeoffs that come with allowing domestic industrial capacity to diminish and China to own more of the automotive supply chain, but the industry is also going to be less competitive long term, and consumers are going to have fewer discretionary dollars.

daghamm 10/25/2024||
"Tesla has basically been the only domestic automaker taking risks and aggressively pursuing manufacturing efficiencies."

Sometimes too aggressive which may come back and hunt them.

For example, multiple companies are doing full body casting but Tesla moved very fast and ended up selling cars that now have cracks in them. There is a reason it took others longer time to introduce this in their factories...

https://www.thedrive.com/news/tesla-model-y-owner-finds-scar...

The situation is much worse for Chinese manufacturers. Some of these cars are death traps.

lm28469 10/25/2024||
Imagine if the west was smart enough to have state owned companies that work towards saving our future regardless of the profitability.

But no, we have to buy overpriced pieces of shit because God forbid we touch one hair of the "free" market

blitzar 10/25/2024||
> God forbid we touch one hair of the "free" market

Except for the subsidies, no bid government contracts, tax breaks, loan gaurantees and eventually piles of cash for when they blow through all of the above and run out of money.

Unlike those backwards communists we are proud free market capitalists.

mensetmanusman 10/25/2024||
We have free markets as the ideal. China has collectivism as the ideal.

Both have given up on some parts of ideology in the face of the real world.

jeffreyrogers 10/24/2024||
Relevant: https://www.businessinsider.com/ford-ceo-driving-xiaomi-su7-...

"The CEO of Ford says he's been driving a Xiaomi EV for the past 6 months and doesn't want to give it up"

potato3732842 10/25/2024|
People like that drive cars like that because they're interesting and being forced to live with the thing makes him better understand it and why any given aspect of it is a pro or a con and for who in what situations it has nothing to do with whether it's overall a good car for sale in a particular market at a particular point in time.
ZeroGravitas 10/25/2024||
The CEO of a major car company saying a foreign phone companies car is "fantastic" and he "doesn't want to give it up" is sending a far stronger signal than you are admitting here.
tim333 10/25/2024||
People are saying the secret to Chinese cars is putting bits on the axle or whatever but I remember like 20 years ago stories like this

>...China has pulled way ahead of the U.S. and the rest of the world by one key measure.

>China graduates in excess of three times more engineers — electrical, industrial, bio-chemical, semiconductor, mechanical, even power generation — with bachelor's degrees than the U.S. university system. https://eu.jsonline.com/story/archives/2017/08/02/china-engi...

and now maybe it's bearing fruit.

eeasss 10/24/2024||
When USA and Japan wake up from their gasoline obsession the world would have moved on and Asia, South America and Africa would be on Chinese Evs. Europe will drive EU made cars from Chinese and European brands.
llm_trw 10/24/2024||
Japan has a hydrogen obsession more than a gasoline one.
shiroiushi 10/25/2024|||
Yep, they saw long ago that gasoline was on its way out, and decided hydrogen was the fuel of the future. Unfortunately, it seems they bet on the wrong horse, and now are extremely reluctant to admit this and try to change gears and move to EVs.
Moldoteck 10/25/2024|||
And this obsession relies on their nuclear fleet to generate green h2 cheaper
BobaFloutist 10/25/2024||
If the problem is cheap generation, you could do a lot worse than solar. My understanding is that storage and transmission is a huge obstacle too.
wil421 10/24/2024|||
How much does a scooter cost vs a Chinese EV in Asia?
slaw 10/25/2024||
A scooter is 3k RMB in China.
pragmomm 10/24/2024||
[flagged]
dang 10/26/2024|||
We've banned this account for using HN primarily for nationalistic battle, as well as several of your other accounts doing the same. That's not allowed here, regardless of which country you have a problem with.

Please don't create accounts to break HN's rules with. It will eventually get your main account banned as well.

churchill 10/24/2024||||
>every one of them will fold within the next 3 years

The same way China has been predicted to collapse every year since 1990? No matter how much money you lose, you can grow yourself out of it. Which is why OpenAI can raise $6b at nearly $150b, despite losing $5b annually. So, why do you suggest the CPC will let BYD - their EV golden goose that has thoroughly thrashed Western competitors - to fail?

dehugger 10/24/2024|||
Parent was fairly explicit that BYD won't be allowed to fail, but the rest don't have the same state-funded assurances.
evantbyrne 10/25/2024||||
The idea that an economy with so much production would fully collapse is kind of far-fetched, but it also seemed like there were some major issues last I looked. Their housing bubble did burst and there have been periodic bank runs. I haven't been following Chinese news for a while now though so I couldn't tell you where things ended up.
audunw 10/25/2024||||
Who predicted Chinas imminent collapse back then? It was certainly not a mainstream prediction.

More serious predictions have been made in recent years. And lo and behold we got Evergrande. The news since that has not been great. Some successes, and progress, yes. But also more and more deep fundamental issues brewing under the surface.

Nobody of note has claimed China will collapse over night. This is a process that spans over years if not decades.

The predictions of collapse have had demographics as its primary factor. People don’t go from 40 to 70 overnight. Yet the demographic factors are completely undeniable and its consequences bearing out year by year relentlessly.

And that is on top of a debt to GDP ratio which is utterly insane if you include shadow banking.

“CPC”, eh? Hmmm..

jncfhnb 10/25/2024|||
No, not like that. This is a case where China has offered disgusting subsidies to anyone willing to make an EV. And therefore tons of companies have done so with no intention of ever really being a car company
snowe2010 10/25/2024||
Please do provide a source for these “disgusting subsidies”
tim333 10/25/2024||
Yeah I was thinking the number of them:

>According to Bloomberg, there were 500 Chinese electric car manufacturers in China in 2019. After fierce competition, only 100 manufacturers remained by 2023. According to Wired, as many as 300 manufacturers, both domestic and international, were offering electric vehicles in China in 2023. (wikipedia)

looks more like a capitalist free for all than a few state appointed winners. BYD got a big boost in the early days when it got investment from the US company Berkshire Hathaway, rather than the Chinese govt. Which was because Charlie Munger thought the founder seemed like a new Thomas Edison.

jncfhnb 10/28/2024||
The reason there were 500 manufacturers in the first place was the enormous subsidies.

The Chinese government strategy is to fund a massive number of attempts and then suffer a huge number of failures and consistent end up with far too much production capacity leading to a large number of unprofitable companies.

It’s not a terrible strategy if you can dump vehicles elsewhere. It may or may not work if you can’t.

It’s not stupid but it’s probably a bad strategy.

csomar 10/25/2024||||
Parent account is two months old and looking at his comments, practically all of them are bashing China. 2 Questions: 1. Does your org. really think this works? and 2. How much do you get paid for doing this and where can I apply?
djmips 10/25/2024||
OP means original poster but don't you mean parent?
csomar 10/25/2024||
Sorry my mistake.
toast0 10/25/2024||||
> when the EV company disappears, your car is now a worthless block of metal.

This sounds like a problem, but it doesn't have to be. I've driven cars from brands that no longer exist and some parts were a challenge, but largely you could make everything work. It's unfortunate that new cars aren't like that. :(

ryukoposting 10/25/2024||
EVs (and all newer cars) aren't really comparable to a car from the 90s or early 2000s. Finding spare parts is one thing, dealing with electrical issues is a much bigger beast.

I drive a 24 year old Lexus - mechanically, an absolute tank. Electrically? Well, it's relatively "electronic" by the standards of its time, and it shows. If I coughed up the money to fix the handful of little electrical glitches it's picked up over the years, I'd be paying more than the car is worth. It'd cost more than all the other work I've done on it combined.

The headlights don't switch on automatically anymore, and you have to manually lock all of the doors (except the driver's door which mysteriously still works). I can live with that! The powertrain isn't inundated with electrical stuff, which makes it less susceptible to the weirdness that comes with aging sensors, rotting wire harnesses, corroding electrical contacts, moisture ingress, and so on.

russli1993 10/25/2024||||
losing money because of heavy competition, because of free market, too much competition. not because some evil intent to sell below cost. Every auto exec is complaining the market is too tough.
potato3732842 10/25/2024||||
>and when the EV company disappears, your car is now a worthless block of metal.

If enough people have this problem at once someone will make big bucks solving it.

lmz 10/25/2024|||
Maybe they should try a good US EV, like the Fisker?
torginus 10/24/2024||
Generally I think it's much more useful to link the orignial, rather than the churnalism article written about it.

https://cn.nikkei.com/industry/icar/56879-2024-10-09-09-00-2...

Although it's in Chinese, Google Translate can help you out.

The TLDR version is that BYD integrates many components of the electric drivetrain into a single sub-assembly, and shares said assembly between multiple vehicles to achieve volume cost savings.

Which is fine for bringing the costs down, but keep in mind their cars have zero repairability, which might be a concern, considering the engineers though the components aren't protected well enough agains water ingress.

Although, I admit my skepticism might be unfounded. I've owned the same car for close to a decade, and I haven't replaced anything besides consumables and fluids.

KennyBlanken 10/24/2024||
> The TLDR version is that BYD integrates many components of the electric drivetrain into a single sub-assembly, and shares said assembly between multiple vehicles to achieve volume cost savings.

GM has been doing the same: https://en.wikipedia.org/wiki/Ultium

normie3000 10/24/2024||
How can multiple vehicles share a drivetrain?
gambiting 10/24/2024|||
What do you mean? Multiple vehicles can use the same electric motor and battery, exactly the same as ICE vehicles share the same engines across different model lines.
advisedwang 10/24/2024||||
It means multiple models share the same design and components. It doesn't mean multiple individual cars share literally the same gears and whatnot.
mikedelfino 10/24/2024||||
It was meant to say that multiple vehicles share the same drivetrain model, not the same unit.
ASalazarMX 10/24/2024||
I find your reply even more confusing than the question :P
ClassyJacket 10/24/2024||
They use the same design of part in multiple different models of vehicle instead of designing a new one with small differences
torginus 10/24/2024||||
From the (translated) article:

One of the characteristics of ATTO3 is the promotion of component integration. In the electric drive device "E-Axle", in addition to the motor, inverter, and reducer, a total of 8 components such as the on-board charger and DC-DC converter (DC voltage converter) are integrated. This can reduce component costs and reduce weight.

aragonite 10/25/2024||||
https://en.wikipedia.org/wiki/Type–token_distinction :)
eptcyka 10/24/2024|||
Timeshare.
Kon-Peki 10/24/2024||
This website does not make it seem as though the BYD Atto 3 is so great in terms of efficiency:

https://ev-database.org/cheatsheet/energy-consumption-electr...

ZeroGravitas 10/24/2024|
Seems breadly comparable with the Model Y LFP, slightly less efficient, slightly larger battery, lower price.
Kon-Peki 10/25/2024||
The BYD is less expensive and has the design and tech that people will like.

But it is not comparable with a Model Y. It has half the cargo capacity, cannot tow, has a puny rooftop load capacity, significantly less payload, etc. If you are a small family running around town, the BYD is fine.

If you are taking a trip with adults and luggage, the Model Y will do things the BYD can't.

If you are taking a trip to IKEA and buying things that aren't particularly heavy but are bulky and box-shaped, the Model Y will carry far more than the BYD, with seats folded in a way that has less probability of damage to the longer boxes, etc.

csomar 10/25/2024||
Model Y is more than double the price. Not a fair comparison.
Kon-Peki 10/25/2024||
Goodness, if only someone would enumerate some reasons why the BYD is not broadly comparable to the Model Y.
ZeroGravitas 10/25/2024||
> not great ... in terms of efficiency

Is how this thread started.

And a similar sized car with the same LFP batteries has a similar efficiency to the Model Y. Tesla has generally been regarded as making efficient EVs.

edit: probably worth mentioning that the Teslas with LFP use BYD made batteries.

second edit: and for those unaware, the LFP batteries are safer and cheaper, but their key drawback is that they are less energy dense.

This both explains a key Chinese EV advantage (LFP is about half their market) and why comparing them with non LFP cars on efficiency is misleading.

gigatexal 10/24/2024||
I thought it was because China was subsidizing the cars a ton. Or have they really cracked EVs and economies of scale just got them there. Maybe a bit of both?
ASalazarMX 10/24/2024||
That's how you bootstrap a disruptive technology. The west also subsidizes EVs, but in a weak and disorganized way.
bryanlarsen 10/24/2024|||
Most of the direct subsidies ended in 2022.
tim333 10/25/2024||
Bit of both. But they are cracking along on the tech front, especially the batteries.
avidphantasm 10/24/2024|
What does this high level of integration mean for repairability? Lack of/difficulty in repairability can raise lifecycle costs or reduce longevity. The latter is especially worrying for lifecycle carbon emissions.
DoingIsLearning 10/25/2024||
> Lack of/difficulty in repairability can raise lifecycle costs or reduce longevity. The latter is especially worrying for lifecycle carbon emissions.

Sunsetting ICE's in Human transport (specially in urban environments) is an Environmental and Public Health benefit that far outweighs whatever carbon estimation you make.

beAbU 10/25/2024||
The upside is that parts availability will not be a problem if basically all cars on the road use all the same important bits.
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