Quote:
Originally Posted by GXP08jrf
Poeple said the same thing about the Japanese in the '70s, and then the Koreans in the '90s. Now the same consideration is being given to the Chinese over the past decade. There are already a slew of Chinese suppliers serving the industry across manufacturers with facilities in the US in addition to the small handful of vehicles sold under non-Chines brands that are manufacturered in China and shipped here for sale. It's only a matter of time. I've seen comments on this very forum speaking the praises of the Kia Stinger. Who would've thought that people would be cross shopping MB, BMW and Genesis? We're going to sit here and deny that BYD and their ilk could be a game changer?
So yes, gm and Ford need to be prepared for what could be a wave of Chinese EVs entering the market. These will be cheap enough and optioned enough with sufficient quality to capture appreciable quantity of consumers. Once the footprint is established, it'll be difficult to regain those sales. They start out small and cheap, add more size and luxury over the years, just like the Koreans have. gm cannot continue to market vehicles that have small market penetration and nil profit margin. Camaro somewhat defines this statement
The only saving grace (if it can be considered as such) is that US/China relations continue to be somewhat sour, and the Chinese economy is volitile enough that manuhfactureres there may not be ready to make the investment right away. But if Cali continues to push, they will welcome and even court BYD as much as any other manufacturer domestic or otherwise.
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I can only hope US businesses get out of China ASAP, which is happening, and our leadership imposes tariffs on Chinese EVs, which they will no matter who is in charge.
Then there's also the fact that EV fever is breaking and they are not selling as well, and their resale value is extremely poor which makes them even less attractive. Chinese EV resale is going to be as bad as a 6-figure luxury car or worse.
Cali is trying to force things, maybe with good intentions but I'm not sure the cure is better than the disease.
The future is EV, but it seems to work out a lot better for bikes and city cars with current tech... I think battery energy density and charging infrastructure, as well as overall upfront cost to manufacture, need to improve before widespread adaption is feasible for longer range car and truck applications. I love my ebikes though, they're genius.
