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Comment by appplication

11 hours ago

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.

Then again, it's been done before.

- Japanese consumer goods were perceived as junk until the tipping point was reached, and then they were perceived as high-quality, easily equalling or surpassing Western goods. That took ~30 years (1950 to 1980, say). Older readers will recall the controversy over Akio Morita's (Morita-san being the founder of Sony) statements in the book "The Japan that can Say No" (edit: see [0]), which seems strangely prescient in the sense that it ignited a lot of (US) debate around dependence on foreign semiconductors.

- Then there was Taiwan, again, a 30 year cycle from about 1970 to 2000. Taiwan used to be known for cheap textiles, consumer dross, and suchlike. Not now...

My point is that the way to get better at products is to make them and make them and make them, and eventually an export-led country reaches a tipping point where the consumers flip over, and their perception changes.

[0] https://en.wikipedia.org/wiki/The_Japan_That_Can_Say_No

  • Exactly, I grew up during the beginning if the Japanese auto boom in the US. My grandfather was one of the first people in his group to buy one of the Japanese cars when they became highly reliable and his friend heckled him about it for awhile. Until that is he wasn't constantly repairing the thing. It got much better gas mileage. Wasn't getting ate up by rust. And it ran well over 150k miles, when US cars typically fell apart before 100k miles.

    • Rinse and repeat for Korean cars. And now China are deep into their cycle too. They're already producing high quality, at half the price, and I've noticed that the quality narrative is changing.

      Regardless of where they are perception wise, the long term lesson is clear - local manufacturers may ride the "quality" bandwagon for a while, but ultimately it's a losing strategy.

      ICE cars, and manufacturers who don't gave an EV strategy are already inside their Kodak moment. It's fairly obvious that at some point "all" cars will be EV, just like "all" cameras are digital. Those who remain ICE only will fade into obscurity.

      Unfortunately the politicians in the US right now are driving a narrative away from EVs (and Tesla has become semi-toxic). Which in turn affects local manufacturers planning near term sales. By the time the mood swings it may be hard to catch up.

      Or maybe not. Maybe they come late to the party simply skipping a bunch of iterations, going straight to great, cheap, reliable. Time will tell I guess.

Yeah I still don't understand this argument. The only cars I ever hear of (in Europe) with issues are German or French cars (not all brands). (Don't see many American brands here).

Where are you based that you hold this impression? Because globally BYD is perceived as having much better build quality than Tesla, rightly or wrongly.

You realize this change by country, right? At least in my country (Brazil), Chinese cars already have a reputation for quality lol

Unless you live under a rock, China has more than worked around this, look at Volvo.