Comment by amelius

9 hours ago

Meanwhile China has dark factories.

I think this is a myth - Chinese factories don't seem to be automated to a higher degree than European ones, and in any case are still full of Kuka, Fanuc and ABB robots.

I think there's a domestic brand or two that's gaining marketshare, but they're not there yet.

There's a myth of Chinese high-tech (esp in cars), that is not to say their stuff isn't technologically advanced, but the characterization that Chinese tech has left Europeans' behind just does not pass muster when one looks at mechanic videos of Chinese EVs.

Their cars look fancy and are full of futuristic screens and sensors, but the suspension setup and lot of engineering behind them is not exactly cutting edge.

That's why a lot of car reviewers say that a lot of their EVs don't drive particularly well

  • This take might have been true years ago, especially for cheaper makes, but modern EVs from china use high-quality components and designs that often surpass european automakers. The premium brands - Nio, Zeekr, Polestar, Lotus, etc - have design and R&D offices in Europe, and source parts from suppliers all over the world. Nio uses Nvidia Orin chips, Qualcomm SoCs, Brembo brakes, Bosch controllers, ZF suspension systems, Continental/Pirelli tires, and ClearMotion (in their flagship model); can't get any better than that.

    The driving feel is definitely a thing, the chinese cars are very soft and 'boaty' which is not as desirable elsewhere. They are also on average much larger and heavier than their western counterparts, cities in China have road infrastructure built in the past 20-30 years with spacious lanes.

In a sense BMW has factories in China too (through Brilliance). I once heard the story that they built a 1:1 clone of the Dingolfing plant there.

The owner family did the right thing at the right time. If the Europe and US business tanks they will be fine. BMW as a brand not necessarily.