Comment by pixl97
8 hours ago
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.