Comment by bnchrch
20 days ago
While the headline is interesting.
I think the table at the end of the article is more so.
- Worldwide sales -10% YoY
- China sales -26% YoY
And when you cross compare Porsche saying they sold more EV powertrains than their gas equivalents against China's new found foothold as the market leader in consumer electric cars (BYD, NIO, Xiaomi, etc...)
Then I think you see an early indication not just of electric car dominance, but of the (very potential) rise of China as the premier automotive super power.
> Then I think you see an early indication not just of electric car dominance, but of the (very potential) rise of China as the premier automotive super power.
It’s done man. Americans are stuck in ICE engines because they’ve been told they’re “car enthusiasts” while the Chinese have been developing EV technology for years. Meanwhile, European makers are stuck not knowing what to do, make Americans happy or compete with the Chinese. The result: nothing has been done properly. And let’s be real, “car enthusiasts” are going to disappear in one or two generations. Practicality beats enthusiasm for 95% of car use.
Perhaps people in the future will visit the US for the dieselpunk nostalgia, the same way people like seeing classic cars in Cuba.
I strongly doubt any current car will stand longevity of those cars. The maintenance entry cost of anything with integrated electronic is just several order of magnitude in complexity.
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Ain't gonna be any diesel in the future. Peak oil has passed, now it's only going downhill.
Feels bad faith to shit on people from your ivory tower, just because they can't afford to ditch their reliable beaters and buy a new car. Have you seen wage growth vs car price increases lately? Not everyone is on a remote six figure US tech job. Try to view and judge things from outside your bubble as well.
I'd also dump my ol reliable ICE car that's now probably worth less than a fancy electric bicycle, if someone just gave me an EV for free ;)
But since I'm poor and can't afford EV prices with decent range, nor can I afford a home with a parking place with charger, then ICE it is. European here btw, not american.
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Yes, not to mention the fact that Chinese EVs can't be sold here... protectionism for weak American companies that can't compete globally. We've gone from an automotive superpower and the land of Henry Ford to the government propping up automakers and depriving Americans of free choice. If Chinese cars would actually be allowed to sold here they would sell like Toyota Camrys.
Until very recently, tariffs on American cars sold in China were much higher than vice-versa. The new US tariffs were an attempt to even the playing field.
I think most people would agree that no tariffs would be good, but China is more protectionist than any other major economy, including recent changes in US policy.
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Interesting that Canada agreed to break with the US on EV tariffs.
https://news.ycombinator.com/item?id=46648778
It's limited but I feel like Canada aligning themselves at all with China over the US is an interesting development.
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This is the outcome when your corporations bow down to wall Street. Tax payers money is just used to prop up their private profits and without exposing them to the actual competition. Short term profit seeking. Who foots the bill, the US tax payer who have to pay for the corporate profits and drive overpriced underperforming vehicles.
Protecting automakers can be considered a vital business for national security. This is not good for consumers, but relying on China for everything also carries many risks.
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Car enthusiast here. I raced in Formula Ford in Europe in my younger days. I still dream about the day I drove a 911 GT2. Nearly every car I’ve ever owned has been a manual.
But with the ridiculous tax incentives here in Australia (at least while they last), my new car turned out to be an EV. Specifically the Hyundai Ioniq 5 N. And let me tell you, while the logical part of my brain knows that the gear shifts and the exhaust notes and everything about it is “fake”, when I’m driving it around a track or a challenging B road, every part of my body is fooled into thinking it’s real. And reluctant as I might be to admit it, it might just be the most fun car I’ve ever had
Is it perfect? No. I wish it was 10cm lower to the ground. I wish it was at least 600kg lighter. But it has completely disabused me of the notion that electric cars can’t be fun.
The Ioniq 5N is extremely funny on paper. It's not wildly expensive, nor is it greatly modified from stock, but the engineers decided to just completely overspec the torque on what is otherwise an ordinary family car. So you get a 0-60 time of about three seconds.
I'm slightly surprised there aren't more cheap electric "hot hatches", but I think that market is dead even in ICE cars - young people don't have much free cash, aren't interested, and the insurers won't let them either.
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And that’s based on a family car platform—wait until you drive something more purpose-built. Take a look at the Renault 5 Turbo E, the work-in-progress electric A110 and 718, or the more affordable SC01. Fun EVs are definitely coming in the next 5 to 10 years.
I can 100% confidently say the average US buyer is not an auto enthusiast. Cars are appliances to the vast majority of people here.
There are multiple other factors for the relatively low adoption of EVs compared to China.
Automobile buyers who buy American or European cars are more likely to be auto enthusiasts.
Then there's the utility / practical / recreational crowd who goes for SUVs and pickup trucks.
Those whose primary aim is utility are already in (non-EU) foreign markets or used. Those are invisible to new-car US/EU sales.
It's a classic Innovators Dilemma dynamic (Clayton Christensen), where chasing higher-end market niches torpedoes development of disruptive tech within the same firm.
<https://en.wikipedia.org/wiki/The_Innovator%27s_Dilemma>
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> I can 100% confidently say the average US buyer is not an auto enthusiast. Cars are appliances to the vast majority of people here.
Only like 1-2% of new cars are manual transmission here. A lot of the enthusiast market complains that everything is an automatic these days, even high end sports cars.
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Auto enthusiasts no, but cars are definitely not appliances in the US.
Cars are a way people mark their social status - whether they will admit it or not. A big, luxurious SUV with a small mountain of space, the latest tech, etc is not an 'appliance'. It's a luxury people are choosing to buy.
The difference is in priorities. Americans wanted a very different kind of car than China is/was making.
They are in the sense that most of them are buying cars that represent their identity. For example nearly every pick up truck is an "auto enthusiast", because almost none of them are used for their primary purpose more than a few times mes a year.
Many Americans base their identity off that appliance though, buying big trucks to drive around the suburbs and commute in. It needs to go vroom, so no e trucks allowed. I'd say it's more like a form of narcissism than enthusiasm.
Explain to me why I should want an electric car?
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EVs are sold as a luxury product in the US. ICE cars are familiar, convenient (no need to figure out how to install a home charger), and otter cheaper (lower initial cost, service is cheaper, value maintains for much longer, etc). I bought electric, but I recognize it's a privilege to be able to do so.
If competitively priced EVs hit the market, consumers would buy them in much bigger numbers. Manufacturers want to use EVs as a way to redefine themselves and make more money and seemingly the industry is colluding to keep them premium with a shorter shelf life.
I'm a "car enthusiast" and even I understand that holding onto ICE is like holding onto horses because cowboys look cool. It is a distilled macho culture like those old Marlboro ads.
I have a lot of ICEs - they are collectors items I keep in the shed unless there is a parade. My EVs are the daily drivers, not as fun, but more practical.
The above isn't quite true - there are some "daily" ICEs yet because EVs aren't in all niches and I don't replace things instantly even if they were. The idea is the future that is coming closer and closer to reality.
You are wrong - it is like holding onto horses because cars require carrying a mechanic to get anywhere. BEVs aren’t ready for every use and every place and every one in the US by at least a decade, so keeping an ICE / buying one today is the pragmatic choice.
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I am in Portugal right now. You know something we don’t have often here? Garages.
For example in my neighborhood most cars are parallel parked, people are living in centuries old houses converted into high density condos, there are no garages.
So what is more practical, charging your car overnight without an electric plug or going to the gas station for a few minutes?
>>So what is more practical, charging your car overnight without an electric plug or going to the gas station for a few minutes?
100x charging your car overnight with a plug. I don't think people who don't own an EV realize how great that is. Imagine if your petrol car magically got refilled with fuel every single night - add up all of those "few minutes" spent at a petrol station over your lifetime, and realize how much time you're getting back.
>> people are living in centuries old houses converted into high density condos, there are no garages
And yeah, that's a problem everywhere, not just in Portugal. Here in the UK a lot of people wouldn't have anywhere to charge at home.
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You use kerbside charging. Unlike petrol, electricity comes to you.
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I do have a garage and 'fuel' is half the cost of my previous, smaller ICE. We're considering solar power to get it practically free.
There's some nicer differences like leaving the air-conditioning on constantly because there's no pollution and it's also practically free. It's nice to have a giant battery instead of requiring an engine to constantly recharge it to run the electronics.
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With batteries reaching 800-1000km per charge and most people doing around 30km a day of driving (way less for people living in dense areas), you basically only need to charge your car once every two weeks.
EU automaters fail at making modern cars. They just put a bunch of screens in there with awful software. If you go all screens, just commit like Tesla. If you can't beat Tesla, just stick with minimal screens and use buttons.
Somewhere between 2010 and 2020, most automakers went crazy with their designs and it went all downhill from there.
I have a 2020 Fiat 500 Abarth, and it is absolutely perfect: There is a screen (I think 7") for Android Auto/CarPlay/radio/nav, and every single other function in the car has a physical button. It is also absolutely gorgeous - pinnacle of design, IMO
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From this year all EU cars will have physical buttons for heater controls, media etc.
Not sure why would you think EU automakers fail at making modern cars, also, you're generalizing 40+ car automakers in one basket.
> And let’s be real, “car enthusiasts” are going to disappear in one or two generations.
Not sure if you have realized this, but we have a pretty decent numbers of horse enthusiasts now.
Sure, but compared to an era when horses were used as a practical form of transport the number is effectively zero. Horses are a novelty that wealthy people play with. ICE cars will go the same way.
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Maybe you’re the kind of person who believes the glass is always full if you can make the glass arbitrarily small.
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This is exactly so. Not only is the USA hurting itself by distancing itself from it's former allys in policy and trade but it's forcing the rest of the world including EU to look more towards east for trade partners and temporarily for military support until Germany rearms itself.
Canadians already took the lead and are now taking steps to let Chinese EV manufacturers into the Canadian markets with less tax/tariff.
Meanwhile Europe is still struggling a lot with coming to terms with new world order. They've been sucking up to the USA too long since the WW2. German economy is largely dependant on car manufacturing and China is threatening this. But something is going to have to give now.
Are you talking about ICE car enthusiasts only? For general car modders and enthusiasts, it may take a few more generations of production releases before more crop up, but I think more EV car enthusiasts will emerge after more and lower cost EV powered systems come out from factory systems optimized for higher volume. With that sheer amount of gear accessible over time, custom makers and mod products will find ways to modify and reassemble it.
I get the impression that what the Chinese want out of a car is different and, realistically, a bit more aligned with the trajectory of human progress as well.
I remember the (UK) Top Gear episode, which I'd guess must be at least 15 years old now, where they were talking about Chinese car brands, like Roewe, and they were ripping on them for being a bit crap in various ways (performance, not that fun to drive, etc.), but they also highlighted that what's important to Chinese car buyers is equipment level and having the latest tech[0] so, even though the cars at the time weren't the best, they were packed with gadgets and creature comfort.
Add 15 years of rapid progress onto that and it's not surprising that China is dominating in the EV space, because it aligns so well with what Chinese buyers might be looking for in a vehicle.
[0] And having seen what traffic jams in Chinese cities can look like it entirely makes sense to optimise for comfort and engagement whilst sitting still or in stop go traffic, than for driving experience when you're never really going to experience the handling anyway.
> Americans are stuck in ICE engines because they’ve been told they’re “car enthusiasts”
actually I think there are two strange things going on.
Tesla has completely dominated acceleration vs ice cars. The model S can dor 0-60 in (admittedly fudged) 1.99 seconds. The model 3 performance has 500 or 600 horsepower.
This has created lots of EV enthusiasts.
BUT - they have also been screwing things up.
By taking away displays like the dashboard in model 3, or controls like drive select, turn signals and putting everything on the touchscreen... there's a really terrible UI. Who can be an enthusiast without being part of the car control equation?
as a wannabe "car enthusiast", I'd happily buy a fun EV if one existed for a reasonable price. the xiaomi su7 for example looks incredible, and I'd jump on that if sold here in the US in a heartbeat.
but for the majority of people, yeah, I don't think they really care either way. if we had the infrastructure and EVs were sold at the prices that people are seeing for the Chinese EVs, I think they'd switch away from ICE fairly easily.
I want that throaty Lotus Exige shame only 260s legal in US. No electric for me not because I'm against it but I love that sound, real sound. I know Tesla Plaid can do 0-60 in 1.9 but so can Corvette C8. Not that Exige is that powerful but it's a sexy car.
This is awesome to me https://youtu.be/0c9prOTdp_M?si=r0q3vqohdVNw7HpF&t=181
How many generations are we even into cars?
Maybe 4ish? Most kids alive but not yet driving are likely to own only hybrid ma or electrics.
Seems like a relatively short term problem overall.
The top selling vehicle in the world is a US EV? I think we're behind the point where all vehicles can be EV's, we still need ICE for certain things, but the US is arguably the only other country in the world where we produce EV's competitive with China
Car enthusiasts never disappear, but they will be a small part of the market just like always.
Maybe it's naive of me, but I think the enthusiast will still have a place in the future, just as they can now own cars without 3-point seatbelts, catalytic converters, traction control, ABS, airbags, crumple zones, etc. all of which have been mandated for many decades.
EU car manufacturers decided that cheaper-to-make electric cars must be sold as luxury vehicles and failed to achieve economies of scale China did with their underwhelming initial models they kept improving relentlessly every year.
The corner is turning on this, with e.g. the Renault 5 EV being extremely popular: https://bestsellingcarsblog.com/2026/01/france-full-year-202...
I've test driven one, fun little car, decent provision of some non-touchscreen controls.
Ironically I think Tesla really opened up the EV market at all in the West by starting as a luxury option and working downwards. People don't want to feel they're taking a "hair shirt" option. "EVs are for rich people" has probably sold more cars than "EVs are for poor people" messaging would have.
The VW ID4 is winning the middle of the range family SUV market: https://electrek.co/2025/02/28/volkswagen-id-4-best-selling-...
It's not to my taste that bonnet lines have got higher, SUV style, but it appears to be what the public wants to buy.
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Well, currently US _are_ ICE enthusiasts, lamentable as that may be.
The US controls the oil monopoly, where as China controls battery minerals.
The US can’t compete in electric vehicles solely due to lack of control over the complete supply chain.
Nothing is done ever. Remember when the U.S. deeply feared Japan's rapidly growing economy?
Whenever I read or hear definitive statements like that I heavily bet on the other side.
> Remember when the U.S. deeply feared Japan's rapidly growing economy
They DID fear them and took action to gimp their industry. Read the Plaza Accord and the aftermath to the Japanese economy.
I'm not a car enthusiast. Unfortunately, I'm also not a phone-on-wheels enthusiast either.
Not that many Americans are car enthusiasts. The most popular cars have been basic commuters for decades.
While that is true, the new car market has narrowed to the point where most of the buyers want something overpowered for their money. The most popular cars are actually buying these when they are 10+ years old.
(I śaw recently that the USA market is about 16M cars.. this would have been low figure years ago. But they are barely selling 'basic commuter cars'.)
I guess it depends on how you define car enthusiast.
A lot of Americans spend far more on their vehicle than they need to and so I would classify them as enthusiasts even if they couldn't tell you how many cylinders their engine has.
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It's hard to get basic commuter without overload of tech these days
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Aren't the most popular "cars" in the US actually SUVs and light trucks?
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It has everything to do with regulation and almost nothing to do with "car enthusiasts".
> Practicality beats enthusiasm for 95% of car use.
About two years ago I rented an electric car for a few days. I felt like I wasted a ton of time finding a charging station, jumping through phone app hoops to get the charging process started, and then waiting for the car to charge. I've stayed away from electric rentals since, even though they're often cheaper.
Comparing renting a new type of car when you have to figure everything out for 2 days then return it, to owning a car, where you also have to figure everything out, but only for the first days, not the 600 days afterwards, is not really comparable.
Also, when you own a car you charge it at home and work, so you don't really wait for the car to charge very often.
And the next time you rent a car, it will be a bit simpler as you have done it once before. And even quicker/simpler the time after that etc.
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This is the equivalent of setting up a developer environment for charging a car. Once you have a car that's working, and you know how to connect to the app and charge it, almost all these problems go away. If you're in a place that has a lot of public chargers near your destination that you're already going to, then it's even easier, and it just becomes trivial.
That being said, I don't think I would want to rent a car that didn't have a place to charge it or a very easy-to-use fast charger nearby.
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> jumping through phone app hoops
The very idea you effectively need a mobile phone to charge your car is mind boggling. The mess of proprietary charging networks and registrations is needless complexity that puts people off hiring (and ownership) of EVs.
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For rentals I get that. We own 2 EVs and a charger at home. Easiest driving experience ever. We just plug it in.
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Where are you based?
Here is a different narrative: https://www.reddit.com/r/technology/comments/1qh5kdg/us_pres...
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“Americans are stuck in ICE engines because they’ve been told they’re “car enthusiasts”
Who told them?
The marketers of the same companies that aren't trying to sell them small, cheap, practical EVs and want everyone to pay for high margin trucks and SUVs.
> Meanwhile, European makers are stuck not knowing what to do, make Americans happy or compete with the Chinese.
Huh? This comment sounds extremely America-centric to me. Porsche sells more cars into Europe than North America, despite taking a bigger there (-13-16% vs 0%)!
In general I don't think Porsche is representative of the car market as a whole, given their cars are all premium sports cars to at least some degree.
If you want more representative numbers look at more mass-market manufacturers. Notably, the Volkswagen group has a huge 20%+ market share in the EU, while it is below 5% in the USA. Renault is another example of a strong EU-centric brand and manufacturer with over 10% market share, even over 25% at home in France. Ford is a good example of the opposite, having 13% market share in the USA and only 2-3% here. Stellantis is strong in both markets, but has significant differentiation, even having different brands in both markets.
The technologies were developed in Europe and the USA.
It's been a bizarre watch. The automotive industry (and nations that rely on it) has sabotaged itself for a good decade. Unsurprisingly, China has caught up. Classic case of 'we've tried nothing and we're all out of ideas'.
Unions sabotaged automation efforts and limited hours worked. Quarterly financial pressures kept research investments to a minimum. Nations refused to scale up nuclear, and cost of electricity kept rising. The one well-run EV company (Tesla) decided to destroy its brand value overnight. Toyota went on a pig-headed hydrogen tangent and Honda still hasn't tried to make an EV. Korea has done surprisingly well. But, they're the exception that proves the rule.
China's rise as a manufacturing superpower was inevitable. But its rise as an automotive superpower involved major capitulation by the primary competition.
Please share how unions sabotaged automation efforts. As far as I can tell, unions are losing every fight these days.
Unions in countries like Germany and France are much more powerful. Especially VW is extremely unionized, half of the seats on the Supervisory Board are allocated to worker representatives. These employee representatives are elected or selected by the workers (usually via union and works council processes), so VW employees indirectly influence board decisions through these seats.
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> Unions sabotaged automation efforts and limited hours worked.
It's completely rational for unions, and the workers, to prevent automation. The short term results of automation are only negative for workers, and positive for every other part of the market (customers, suppliers, capitalists). The results might be positive in the long run, but why should only one group suffer.
Perhaps, the capital-owning class could make the deal positive for the workers by giving the workers ownership of a substantial portion of the firm. Then whats good for the firm would become good for workers, and the union would not oppose automation so much.
> but of the (very potential) rise of China as the premier automotive super power.
It's done. They're already the premier automotive superpower now. It might not seem like it in Europe and USA, but anywhere else in the world they are dominating. I live in Morocco and I am not exaggerating when I say that every week I see a new Chinese brand on the road. Not just cars of the same brand, completely new brands. Dacia and a lot of PSA cars are built in Morocco, so naturally they always had a strong positioning here, but now I'm seeing more BYDs than DACIA's most popular car, the Duster. It's anecdotal but it's quite telling considering the foothold French brands have always had here.
Here's a chart showing the sheer dominance of Chinese brands on the EV market in Morocco. 6 out of 10 models are Chinese.
https://www.wandaloo.com/files/2026/01/aivam-bilan-marche-au...
>every week I see a new Chinese brand on the road
And I think the difference is going to be apparent 15-20 years from now when new parts are needed for these models.
With the big boys like Ford, Toyota etc I can trust that they manufactured (and still manufacture) parts with warehouses full of them and I can always find the part I need to repair a vehicle.
I very much doubt that we will see the same thing with Chinese auto companies, even premier ones like BYD.
> And I think the difference is going to be apparent 15-20 years from now when new parts are needed for these models.
Perhaps unstated, but this is going to be like trying to find parts for my Nokia 3210 (current age: 27). EVs are still in the "rapid improvement" phase, and by the time the battery warranty expires (5-7 years) the cars available on the current market will be significantly better in all respects.
On the other hand, they just have far fewer "parts" in the first place. Early indication is very good for lifetimes of the non-battery parts.
I expect the median EV of today to have a shorter life than a corresponding ICE, but the EV of 10 years time to have a much longer one. Which is going to make all the stupid issues around infotainment and subscription issues more acute.
The average age of all cars on UK roads has just hit 10 years: https://www.racfoundation.org/media-centre/average-car-in-th... ; EVs skew young because they're new.
No EV is going to run 20 years from now unless replacing batteries will start costing significantly less.
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In Europe there's plenty of Chinese cars to be honest.
And they often outsell European cars price-to-price, even through tariffs. It's crazy.
The whole topic of tariffs on their cars is also very complicated that European automakers aren't in favour of, because large parts of their sales come from outside Europe.
And Chinese brands are more than willing to tank the prices to absorb those tariffs
thanks, how is the consumer response ? they love it ? quality is good ? and prices too ?
in the australian market theres often comparison between how BYD/(chinese brands) may unseat Tesla (as the scale EV first mover), but I haven't seen what I think is the prize, which is BYD want to take on Toyota as the de facto king of global car making. They want the whole car market, not just EV and are already setup to take that on.
Especially as Toyota seems structurally unable to create a good EV. They produced one completely bare-bones model 30 years ago and never expanded past that. At least they're keeping some knowledge of the parts by having PHEVs, but I don't think they're on the leading edge of anything. Maybe they don't need to be and can buy everything from other suppliers, but they're going to be doing a whole lot less than they currently do and not sure they'll keep their profit margin.
Toyota hybrids are full hybrids however, not mild hybrids like other manufactures, so all you really need is a bigger battery and charger. My 10 year old RAV4 Hybrid (not plug-in) can deliver 160kW just from the electric motors, without the engine. That's 3x a Dacia Spring. They have the technology for motors and control electronics, and they know it works long term without issues.
Most of the European EVs are basically just electric city cars, unable to drive long ranges due to small batteries and limited fast charging. And most of them after 100,000km will need a new battery. Doesn't really fit in with Toyota's 'long term reliability' stance.
I can't blame Toyota for waiting for the technology to mature before they go all in on EVs. Plus they do have the bz4x / RX which are full EVs you can buy today.
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I've been pondering this, especially given that Japan is not an oil-producing country, and concluded: it's the internal politics of the engine group.
That is, the people who design engines and run the engines division have sufficient heft within the organization that they can prevent a good car being made that doesn't have an engine in it.
It's sort of worked out for them as they have a big niche in the taxi market, and other high milage users who've not taken the EV plunge yet. If you want the most efficient vehicle that still uses petrol, buy a Toyota.
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>Then I think you see an early indication not just of electric car dominance, but of the (very potential) rise of China as the premier automotive super power.
I thought we were there already tbh. Chinese cars have gone from laughably bad to quality parity in less than a decade. Like even 2 years ago, I was still hearing "the paint the paint" as the last remaining issue. But I dont hear that anymore.
Have you seen the paint schemes on new Chinese cars? Wow. Embedded glitter, chameleon colors, while the European car industry is doing boring primer like paint schemes. I always joke that they applied clear coat onto primer. And that's on >60k models.
The "greige" colour appalls me. Not only does it look like primer, it looks like the grey of old PC cases under a brown of smoke. Either basic white or basic black would be better. Or classic metallic silver.
Parity? Their EVs are streets ahead, doubly so for the price.
Other than price, in what ways are they streets ahead? I’m a bit of an EV nerd and that would not be my assessment at all. Unfortunately for Western manufacturers price/volume is probably the most important thing right now, so they are still in serious trouble.
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I dont drive one of their EV's, but the 20+ year veteran Diesel Engineer who took my DPF filter complaint escalation does and thats really all I need to know. After I run my current vehicle into the ground, that will probably be next.
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Have you ever ridden in a BYD? It's super loud, horrible suspension, seats are extremely uncomfy, everything is cheap with a fancy looking facade. If you need a car to go from point A - B and can't afford any luxury, it's fine. But it's a bare minimum vehicle with looks to appeal to status.
I have ridden in a BYD and it was the opposite experience: excellent suspension, unusually smooth ride, great seats. A few things on the dashboard did look a bit tacky. But overall, massive difference from where Chinese cars were even 5 years ago.
Replying from a BYD now. I wish HN could attach photos.
It's literally quieter than a bicycle, except for a whirring when the car powers up. We've come across people and animals standing in the middle of the road because they didn't realize the car was right behind them.
Soundproofing is good too. It comes with karaoke built in and it's more sound proof than many karaoke rooms.
Suspension is much better than my previous car but I'll reserve judgement until it's also 5 years old.
Seats are comfortable enough to sleep in - some people are even using it as an alternative to a hotel, because you can keep the air-conditioning on all night and the seats go all the way down to a horizontal position. There's a window up top so you can watch the stars at night too.
Also the seats have air-conditioning in case your back is hot too.
Havent ridden in a BYD, but I absolutely abhor the Tesla interior, its like riding around in a rickety iPad.
BYD's seem (super subjective) to make less road noise outside of the vehicle. I still get snuck up on by them in car parks, but I have tuned in to the Tesla hum and can hear them a while off.
Tesla has shown that you can buy usd100K cars with dubious quality and terrible materials.
That makes it easier for brands who sell cheaper models imho. It is all about status, and right now having an EV and a fricking 17" TV on the dashboard trumps everything else.
I think you are a few years out of date. Certainly they used to be not great. They are way better now.
Most of what you’re describing applies to Teslas too, tho.
In terms of quality they are there, now it's expansion. I, for one, am quite excited for all this competition. I don't care who makes my level 4/5 self driver, I just want it now.
China's 2025 numbers are out: https://en.wikipedia.org/wiki/List_of_countries_by_motor_veh...
They're up roughly 10% over last year and will likely hit 35% of global production. The big shift over the last decade (beyond their growing market share) is that their overall quality has caught up to (and in many cases surpassed) the traditional incumbents.
Barring a global war, I think they're unstoppable at this point.
I remember when Japan was supposed to take over the world in the '80s, to the point that "back to the future 2" had Americans speaking Japanese to their managers.
Toyota did become the dominant producer, but American and European car makers (and now Koreans and Chinese) are still around. I wouldn't bet on total domination from China anytime soon.
Well, China is not accepting/going through a Plaza Accord kind of an agreement. So history might not replay itself this time.
Yes I remember, too. The crucial difference is that Japan's population is one third of the US while China's is 4 times the US (and 3x the EU).
Basically Japan never had the numbers to "take over the world" while China has them even if natality is way down.
If China had the same clout relative to population as Japan, Germany, Korea, or the US it would dwarf everyone else, and that's why the US are in a panic about China.
And funny thing, all three countries car industries were started by the USA.
> the (very potential) rise of China as the premier automotive super power.
This is dangerous, geo-politically, should China ever go to war with the West in any capacity.
In WW2, America's car factories gave it a decisive advantage, as part of the war machine.
Ford’s Willow Run plant produced one B-24 bomber every ~63 minutes at peak output. General Motors built tanks, aircraft engines, trucks. Chrysler: tanks and artillery.
The West de-industrialised, as a result of our globalist policy (thanks to the WTO, WEF and other supranational organisations). We have decimated our own military industrial production capability.
Meanwhile China has taken exactly the opposite approach.
https://www.ft.com/content/6474a1a9-4a88-4f76-9685-f8ccb080d... : "Renault to team up with French defence group to make drones for Ukraine"
I don't think the deindustrialization narrative is quite as bad as the doomers would have it, although it's notable that both sides in the Ukraine war depend on Chinese drone electronics.
(we've also forgotten the nuclear war narrative of the 80s: it's irrelevant if you can build a bomber in 63 minutes if it only takes the ballistic missiles 43 minutes from launch to arrival, at which point the war or at least industrial society is over)
China spent a lot of money for this position in the market.
What's in the mind of European political oligarchy really?
What do you mean?
great analysis
I don’t think anyone is going to keep an advantage in car manufacturing. The way we build them might totally change in a short duration with the rapid advancement in robotics
Most advancements in robotics have been for highly generalized robots. We’ve been using robotics to build cars for like 50+ years. They’re extremely good.
Most practical advancements in robotics have been in and will be in highly specialized systems. Generalized robots are still mostly experimental.
China may become the superpower on volume but I would be surprised if the upper quartile (by price) of western buyers were interested in Chinese vehicles. Too much quality issues across the board on Chinese made products, unless you have a trusted non-Chinese company with stringent quality control (e.g. Apple model).
I’m sure they can handily win the lower end of the market though. And yes I’m aware many western manufacturers are shit tier quality.
I don’t think this is accurate, Chinese firms are increasingly moving up the quality chain. You might want to look at some of the reviews of Xiaomi’s recently launched car. Also, Tesla Shanghai is one of their best factories, much better quality scores than Fremont iirc.
Having a totally local, integrated supply chain pays dividends in a lot of ways, as does leading in production volume. Tim Cook also gave that interview where he was just talking about the incredibly deep bench of industrial talent that you just can’t find outside China at this point - that labor cost wasn’t why they produced there.
The issue is not actual quality, it’s perceived quality. Chinese companies will fight decades of history and negative perception to reach top of the market consumers, a segment obsessed with perception.
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it took Japan about 25 years of very directed industrial strategy to take the "made in Japan" label from indicating junk to the average American, to indicating a premium/reliable product. China might get there in even less than 25 years but you'll probably still find people holding onto old "chinesium" beliefs long after they should
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From what I've heard, the quality is pretty good. The problem is when something breaks, you can be waiting for (sometimes very expensive) parts for months while not being able to use your car.
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The (potential, no experience) quality issues are to me far outweighed by the enabling of yet another country to become a superpower which will then sooner or later result in yet another confrontation. Russia should have taught at least Europe that this sort of trade can only backfire in the longer term. Yes, I realize, China is the world's factory now, but there is no reason that can not change. I'm trying really hard to buy European made products and to use European services where possible. There are still a couple of hard nuts to crack but I'll get there.
> I'm trying really hard to buy European made products and to use European services where possible.
European companies are trying even harder to outsource to China.
In the past months I’ve seen an increase and it feels like almost everything is made in China, from books to Christmas trinkets to clothes and kitchen utensils, it’s a pain the ass to find locally produced goods.
This has a lot to do with the energy crisis triggered by decoupling from Russia, which was never properly put into context and evaluated from an economical perspective.
In the US for example, most of the US brands are already made in China. They will copy the tooling and put a different brand name on it and you'll have a tool of the same quality for way less cost.
Simply put China is an unrecognized superpower at this point with the investments they've already made. The amount of infrastructure they've built in a decade dwarfs what the West has done in decades.
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Nothing to do with quality. It's all image.
When Americans discover again how crappy their cars are compared to what's available elsewhere, like we did with Japan, there will be a reckoning once more. And again American cars will become the laughing stock they really are.
In the meantime, this incredibly short sighted protectionism will end just like the last round did. Further hollowing out our industrial base and permanently giving away large parts of a massive market.
And I'm sure all of the people involved in this insanity will want a bailout too.
>When Americans discover again how crappy their cars are compared to what's >available elsewhere, like we did with Japan
No, that's not what happened. Japanese manufacturers made cars in the US, to match US tastes. Japanese cars as sold in Japan, were not models Americans would buy.
>In the meantime, this incredibly short sighted protectionism will end just like >the last round did.
It'll end with...Chinese cars made in US factories w/ American workers? Chinese V8 pickup trucks failing to win market share against the US competition?
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Chinese electronics manufacturing now is like Japan in the 60s/70s - I give it like a decade max before "Made in China" is widely understood to mean "High Quality" rather than the "Cheap Junk" connotation it still has today.
https://www.youtube.com/watch?v=fxYjsZr1PwM
If you read Calvin and Hobbes you can learn that Taiwan used to be known for making... shirts.
It's like that with tools if you know what to buy, and costs well below the US brands.
For my primary tools I'll have hundreds of hours of use I still buy the more expensive brands, but on tools I'll use much less commonly I'll pick up a Chinese unit in a heartbeat for 1/10th the price.
Selling the most cars will eventually translate into making the best cars, with the compounding experience and network effects.
At the time the US was making the most cars in the world...quality varied widely, to be generous.
You'd think so, but also, Tesla.
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> Selling the most x will eventually translate into making the best x
It’s a theory for sure, but I don’t think that’s a common strategy for modern capitalism.
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No its the other way. In 4x4 They cannibalised the GM-Holden Colorado chassis production line in Thailand when GM exited that market, have refitted it with chinese made electronics and shell, and have complete quality parity. Actually a few people think the engine is better, and I am forced to agree. One of the colorado downstream models I tested had a better turning circle. They also tend to pack in all the "extras" other brands put on as standard. Consumers face a choice between cheaper and better vs tried and true brand loyalty. And brand loyalty has a limit tbh.
This was once said about Japanese cars. I don’t want a Chinese car now, but I probably will not too long from now.
The quality angle was true 10 years ago, but that's no longer the case. Chinese cars are now superior in some areas and inferior in others (you can feel that some finishing is incomplete), but on average (and especially considering the price) they're better. The gap in the inferior areas is very small, and I wouldn't be surprised if they fully surpass European cars this year, given the new models they're releasing.
I grew up hearing the same thing about the Japanese back in the 60s and 70s. That didn't last though.
People are buying £60000 BYD cars left and right. That's quite an expensive car.
The upper quartile are in the US and they're not allowed to buy Chinese cars, so you are right by default.
That notwithstanding, Xiaomi cars are nicer than Teslas. They're called "the Apple of China" for a reason.
They can't buy Chinese cars now, but I imagine the next Democratic president might want to knock Elon musk down a peg or two.
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