'China Inside': How Chinese EV Tech Is Reshaping Global Auto Design (yahoo.com)
- Reference: 0179164964
- News link: https://tech.slashdot.org/story/25/09/11/1542239/china-inside-how-chinese-ev-tech-is-reshaping-global-auto-design
- Source link: https://autos.yahoo.com/ev-and-future-tech/articles/china-inside-chinese-ev-tech-010336597.html
Renault and Ford plan to develop global models on Chinese platforms, according to Reuters. The licensing deals provide Chinese automakers additional revenue amid domestic price wars. Ready-made Chinese EV chassis and software can save billions of dollars and years of development time, industry experts told the publication. CATL and other Chinese suppliers are expanding chassis production for domestic and international customers.
[1] https://autos.yahoo.com/ev-and-future-tech/articles/china-inside-chinese-ev-tech-010336597.html
long-term support is questionable (Score:5, Interesting)
I bet that the Chinese designs are probably pretty good. Let's be honest, EV drivetrain design isn't exactly cutting-edge science. Batteries, motors, and controls. Basic electromechanical engineering at this point. Bead-and-butter stuff nowadays. And the EV industry in China is heavily bankrolled by the Chinese government, so they've basically taxed their citizens in order to throw hordes of money and people at the problem to develop the designs as fast as possible. No surprise that they've made quick progress.
Why shouldn't we leverage their work, especially for something that totally isn't at the cutting edge any more?
The main issues here is long-term replacement parts. They have a history of developing whizzy auto models, and then dropping all support a few years later. There's no time for a secondary parts market to develop, so people wind up with a 5 year old car but no replacement parts are available. They're practically throwaway items. If western car companies want to adopt Chinese designs, they better be making their own plans for replacement parts.
When I buy my first EV, I'll stick with US or Japanese. Those companies know how to keep a car alive for 15-20 years. It's part of the reason why they're more expensive. Supply-chains are not cheap, but without them, your expensive piece of tech turns into a paperweight.
Re: long-term support is questionable (Score:3)
It may not be cutting edge, but if any western brand had done it they would sell it as a disruptive innovation based on pure genius. Let's give credit where credit is due; the Chinese have built systems of production and a skilled workforce that is hard to compete with. It's not possible to do in a purely capitalist economy. It requires centralized planning and collaboration across industries. It requires companies not maximizing profits today, so that an industrial ecosystem can emerge in the future that i
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This is a classical example of disruption from a technology transition. The incumbents treat the new technology cautiously because they don't want to cannibalize their existing products. They get pushed aside by new companies that don't have that concern.
China saw that EVs were the future and embraced them. The western car companies were making lots of money from their conventional cars, so they tried to keep that going and argued people didn't really want EVs. Guess which strategy will be better in the
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You have no idea what you are talking about. The Chinese mode of production for supply chains is actually more decentralized than in the US. Industry heavyweights in the US that have pricing power exert more control over their suppliers than their Chinese counterparts do over theirs.
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All a central planning system does is take a very small number of incredibly greedy people and put them in charge of everything, with no way to swap them out.
That it is not a workable approach should be obvious from a computational standpoint. How much processing power would be required to "solve" economic questions for a billion people? More than exists. Certainly, more than can be computed by a planning committee. You'd need a billion people spending most of their day on the problem. In other word
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> All a central planning system does is take a very small number of incredibly greedy people and put them in charge of everything, with no way to swap them out.
> That it is not a workable approach should be obvious from a computational standpoint. How much processing power would be required to "solve" economic questions for a billion people? More than exists. Certainly, more than can be computed by a planning committee.
All true, which is why China's system isn't completely centralized like that. Centralization is a matter of degree, not a binary on/off switch. The Chinese government mandates the broad strokes, and leaves the detail work decentralized, to be handled by the market. They've got a lot more capitalism in their system at this point than they'd probably care to admit.
Re:long-term support is questionable (Score:4, Insightful)
I bet the Chinese programmers are pretty good. Let's be honest - programming isn't exactly cutting-edge science. Variables. Classes. Methods. Basic software engineering at this point. Bread-and-butter stuff nowadays. And the programming industry in China is heavily bankrolled by the Chinese government, so they've basically taxed their citizens in order to throw hordes of money and people at the problem to develop the designs as fast as possible. No surprise they've made quick progress. Why shouldn't we leverage their work, especially for something that totally isn't at the cutting edge any more? Answer: Because if you want to have ANY jobs left in the Western World it's time to start rejecting slave labor wages and 108 hour+ work weeks along with living IN the factory that China manages. And once you lose the ability to manufacture and support the basics, you quickly lose the impetus to have the advanced development here either. You might have a little design studio where they paint pretty pictures of new models before they send them to the Chinese to make.
And shortly thereafter, the Chinese take that too.
Wake up. Look at how many foreign cars are in your parking lots folks. Those 'industry experts' they are quoting are almost certainly only worried about short term profits. After all, that's what our higher education teaches all those MBA's.
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You make some valid points, but I'm not losing any sleep at night that the Chinese system will overtake the west. For starters, they're completely dependent on the whims of their emperor, which change every few years. If Xi wakes up one day and decides to curbstomp the EV manufacturers because they've become a threat, the industry will get the same treatment as the Chinese internet giants did in 2021. Second, government subsidies are a zero-sum game. They're sucking the vitality out of other industries in o
Re:long-term support is questionable (Score:4, Insightful)
> You make some valid points, but I'm not losing any sleep at night that the Chinese system will overtake the west. For starters, they're completely dependent on the whims of their emperor, which change every few years. If Xi wakes up one day and decides to curbstomp the EV manufacturers because they've become a threat, the industry will get the same treatment as the Chinese internet giants did in 2021.
Are you talking about China and Xi or the USA and Trump?
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While I understand your sentiment, there's really no comparison.
Trump is really powerful, and has a lot of influence in US society, and he's using his power in ways that I don't approve of. But, here's a list of a few things that he explicitly DOESNT control: The congress. The courts. The state legislatures. The state courts. The state national guards. The local governments. The local police departments.
Here is a list of things that Xi doesn't explicitly control in China: *insert null set here*
T
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Screen shotting this for a later post to reddit's r/agedlikemilk
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> Trump is really powerful, and has a lot of influence in US society, and he's using his power in ways that I don't approve of. But, here's a list of a few things that he explicitly DOESNT control: The congress. The courts. The state legislatures. The state courts. The state national guards. The local governments. The local police departments.
What? Republicans in congress vote with Trump in lock step. The supreme court rubber stamps nearly every case he appeals. Cheeto appointed tons and tons of loyal judges who favor his cases [1]https://en.wikipedia.org/wiki/... [wikipedia.org]
Lately the only person speaking out is Rand Paul and that says a whole hell of a lot when I agree with Rand Paul on something.
[1] https://en.wikipedia.org/wiki/List_of_federal_judges_appointed_by_Donald_Trump
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That's an age old argument that doesn't hold water.
Yes - foreign automakers have plants here. They employee hourly workers, and some engineers to keep it running. The majority of the engineering, design, and testing (the hard stuff) for foreign automakers happens in foreign countries. That's where the profits go.
So, yes, a some Toyotas are made here. But the engineering expertise is mostly overseas. Where do you want those nice white collar engineering and management jobs? China? Or here?
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The question being: Will you be able get an U.S. or Japanese EV then which is not based on Chinese technology? And does it make sense to keep up a mindset adapted to internal combustion engines in an era of electrical cars? Do you know which parts usually wear out and fail in EVs, and after which time? The Nissan Leaf is not a good example. It was prone to battery wear far above the expected rate. Newer EVs have battery wear far below the expected rate. And do you know when the innovation in EV design slows
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> they better be making their own plans for replacement parts
And that appears to be the case, the Chinese are merely providing the IP under license.
The EU automakers are "looking to use Chinese intellectual property to roll out new models rapidly". "Chinese automakers sell EV technology in a box". It will be a "licensing and royalty service".
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> They have a history of developing whizzy auto models, and then dropping all support a few years later.
> [snip] When I buy my first EV, I'll stick with US or Japanese. Those companies know how to keep a car alive for 15-20 years.
What do you actually base this on? Where's this history you speak of? China has well known brands that not only have been around for over a decade, but you can still source parts for BYD's earliest cars. This sounds like a baseless trope which has been repeated.
Even better the world is actually well known for supporting cars better than their manufacturers. When my Clio glearbox sensor died the original Siemens part was not longer manufactured. I had no problem sourcing a replacement from ... China. It's th
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> Let's be honest, EV drivetrain design isn't exactly cutting-edge science.
LOL. A simple EV drivetrain is easy. A modern EV? It's an engineering work of art, with specialized power electrics, electric motors with power density that is insane, etc.
A lot of complexity is not apparent to classic mechanical engineers, but it's no less real. If anything, it's the gasoline engines that require no real expertise anymore.
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There is legal requirement for availability of spare parts on each major market. Also, specs need to be open so that OEMs can produce them (even in case original manufacturer ends support).
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You vastly under-estimate the technology that goes into EV drivetrains. Compare early models like the Leaf and Tesla Roadster/S to modern ones. The modern ones are vastly more efficient, despite the cars being larger and heavier. Everything from the mechanical parts of the drivetrain, to the motors, to the motor driving electronics, to the regen, to the throttle and brake response, to the cruise control, or the battery thermal management, has all been heavily optimized, and continues to be.
Same with batteri
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Sounds like a problem for capitalism.
Most western companies refuse to invest (Score:4, Interesting)
They only care about quarterly results, not long term planning. Thats why the all grow through acquisitions. That short term thinking is a core societal problem
Ford's future cheap truck (Score:2)
I'm super curious about the smaller truck that Ford announced, [1]https://www.caranddriver.com/n... [caranddriver.com]. There is a lot of news but EVs are not all about China.
[1] https://www.caranddriver.com/news/a65653978/ford-affordable-platform-ev-truck
EV won't change the world (Score:2)
Self-driving .. that will change the world dramatically. We're probably about a decade away from the first truly self-driving car being on the road, but when it happens it will trigger a slow revolution such that by 2050 a majority of vehicles will be self driving.
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> Self-driving .. that will change the world dramatically. We're probably about a decade away from the first truly self-driving car being on the road, but when it happens it will trigger a slow revolution such that by 2050 a majority of vehicles will be self driving.
Self driving will happen when the manufacturers are willing to assume the insurance liability. So not anytime soon.
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How does Waymo and Zoox do it?
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By operating in only a very small subset of The Real World (tm).
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That only explains why they are only in a few cities, but not how they handled the insurance issue.
Steal this tech (Score:2)
Chinese manufacturers are well known for licensing western technology, then stealing it.
Now...
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So, Ford will soon steal Chinese tech.
American car companies suck (Score:2)
It's crazy how we're both affluent and the most car oriented culture in the world and yet for almost half a century our auto manufacturers have basically ceded most of the global market as well as a significant part of the American to Asian companies. Tesla had a good thing going for a bit but then Musk put it on autopilot to go into politics and now they're playing catchup in a world where Musk has managed to piss everyone off.
For how innovative our country can be in general our car companies really just s
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Not really crazy. It is how it has worked for centuries. The new innovative society gets fat dumb and happy, outsources the labor to another group, and then is surprised with the other group suddenly becomes the master. China is replacing the US, just as the US replace Great Britain. What did Darth Vader say, "The student is now the master".
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We were still world leaders in innovation in the 80's and 90's when this first started happening though. Some of the biggest companies in American today either didn't exist or were a tiny fraction of their current selves when this was first happening.
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Were you driving US made cars in the 70's 80's? The Japanese were eating us alive with innovation.
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Yes, that's exactly my point.
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The Corvette is every bit as capable as a Ferrari these days but I'm hearing reports of brand new ones needing engine rebuilds. Typical GM quality.
Reinvent the wheel (Score:3)
The question is do these companies want to invest to reinvent a wheel or just get to market as fast as possible to remain relevant in the market segment that is eroding away? The writing is already on the wall and the way how the CCP subsidies Chinese companies is much different than the way things are done in the west. You could in theory compare CCP to Amazon in that the most important thing is to deliver value to the customer so that they are happy customers to want to come back to do more sales. In doing so, while profits are important, if there are no customers, or in this case, happy customers (happy/content citizens) then there is no profit to extract value from.
What is the quickest way to get a product to market of something you don't already have but you desperately need? Since they can't steal it, at best is to just license it and make tweaks to it to satisfy whatever regulatory bodies that govern a particular region/nation and you make it work. The sooner you're to the market the more time you'll have to come up with something that is truly unique on the second go around. The first one doesn't have to be perfect but it has to not completely suck so bad that you're seen as a complete failure. As long as the product is functional it is a start.
Licensing deals ... (Score:2)
> The licensing deals provide Chinese automakers additional revenue amid domestic price wars. Ready-made Chinese EV chassis and software can save billions of dollars and years of development time, industry experts told the publication.
As long as they are license manufacturing chassis, plan to replace the software with domestic products and not buying knock down kits from China that should work out well for everybody ... except Americans, they'll be stuck with gigantic pickup trucks that start at 80.000 USD and underwhelming and overpriced ICE powered passenger cars due to protectionist import restrictions.
Chinese EV tech or Chinese EV subsidies? (Score:1)
The CCP is trying to monopolize the world's EV industries. They are doing it with massive subsidies in many industries including EVs.
\o/ (Score:2)
Maybe the US can license its economic sanctions tech? Or directly hook people up: ESaaS ?
Few Add. Info: Little Chat With A Didi Driver (Score:2)
Last time we went to Guangzhou, we (French) could use Weixin (WeChat) pay for the first time. This unlocked the possibility to use the local Uber, Didi.
One of them was driving an X-Peng P7+, or Xiao Peng (pronounce shiao pong).
The car was so impressive we had a little chat with the driver.
I let you dig the Internet for the specs of the car, or Youtube for some reviews.
What was almost jaw dropping :
- 180000 yuans, or +/- 23000 € in May. I know, no doubt that in France, after taxes and resellers m
Xpeng Test driving (Score:2)
The P7 is a run of the mill Tesla 3 clone with small cargo area. The G6 and G9 are however interesting, because they compete with the Model Y, Enyaq, EQC, instead.
The correct mindset to look into your statement, is to look at what it would cost to buy the lowest spec Tesla Model 3, when it was possible to get some heft subsidies in USA. Its not that far off. It gives a indication of how much of the vehicle is taxes, and how much is the internal markup for not being the smallest ecobox to the OEM.
In the end
Good. (Score:2)
Such fear mongering and fud. It's more than a little pathetic.
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> Such fear mongering and fud. It's more than a little pathetic.
Such vagueposting.
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It's baseball season.