Comment by coryrc

That's why I said they're not necessarily out of the running, like Mazda or Subaru. But that technology isn't quite right; it's two motors, connected to a planetary gearset and in a conventional location to a gasoline engine. They're still thinking "engine here, transmission there, differential in this part" and not working on "how can we reduce cost if we don't have one prime mover that gets really hot". Their motors aren't the most efficient technology and so they aren't learning as much as their competitors are who are shipping lighter, more-powerful motors.

And they could still be right. The future could be 100-mi-EV PHEVs with ever-smaller engines and they'd be the best at it. But I think BYD will prove that wrong outside the USA.