Very informative, thank you. I live in Brazil and it’s impressive how many BYDs you see on the street. They absolutely took over and it’s pretty obvious their low price strategy. If you compare the tech, visuals, motor and price, they are unbeatable.
The issue w all this is also reliability. BYD has the best battery. That counts for a lot.
Software is a more interesting subject. Not the software itself but the chipset implementation into the CPU of the car. More complexity, more that can and more importantly WILL go wrong. This is the issue with modern cars/ EVs and it's still reliability coupled with cost. And it's not the purchase price. It's what comes after.
Id be reluctant buying ANY new car. Car mechanics know the score. 700 euro for a 5 year old car in which the automatic handbrake stopped working. New chipset made by the car company.
Good. We now need Europe, possibly Germany do here what they have done for decades in China: joint ventures.
An example could be Volkswagen setting up a joint venture in Germany with Xpeng and use their platform and technology to go to market with new models in 18 months instead of 4/5 years and go to market cheaper by reducing time and costs with more tech advanced models.
This will be the only way for legacy car manufacturers to keep their relevance after years of not modernising their factories.
This might sound crazy but it’s working and good enough for Volkswagen to do just that since June 2026 in China. Why can’t they do the same in Europe? And so all others legacy manufacturers.
Gute Analyse ✌️zurück ins Englisch: one thing you could have added is BYD's debt issue and dependency on supplier financing which increases the financial risk exposure
Very informative, thank you. I live in Brazil and it’s impressive how many BYDs you see on the street. They absolutely took over and it’s pretty obvious their low price strategy. If you compare the tech, visuals, motor and price, they are unbeatable.
The issue w all this is also reliability. BYD has the best battery. That counts for a lot.
Software is a more interesting subject. Not the software itself but the chipset implementation into the CPU of the car. More complexity, more that can and more importantly WILL go wrong. This is the issue with modern cars/ EVs and it's still reliability coupled with cost. And it's not the purchase price. It's what comes after.
Id be reluctant buying ANY new car. Car mechanics know the score. 700 euro for a 5 year old car in which the automatic handbrake stopped working. New chipset made by the car company.
Good. We now need Europe, possibly Germany do here what they have done for decades in China: joint ventures.
An example could be Volkswagen setting up a joint venture in Germany with Xpeng and use their platform and technology to go to market with new models in 18 months instead of 4/5 years and go to market cheaper by reducing time and costs with more tech advanced models.
This will be the only way for legacy car manufacturers to keep their relevance after years of not modernising their factories.
This might sound crazy but it’s working and good enough for Volkswagen to do just that since June 2026 in China. Why can’t they do the same in Europe? And so all others legacy manufacturers.
I thought they will never let BYD look worse than Tesla
Gute Analyse ✌️zurück ins Englisch: one thing you could have added is BYD's debt issue and dependency on supplier financing which increases the financial risk exposure