Comment on Chinese Carmaker Overtakes Tesla as World’s Most Popular EV Maker
NotMyOldRedditName@lemmy.world 10 months agoI think you’re really discounting the engineering lead that Tesla still has, especially against legacy manufacturers, and it’s that lead and vertical integration, which is why their profits are higher than others, and others won’t be able to match. I don’t think it’s naive to think VW or Stellantis can’t make an EV as cheap as Tesla. All of legacy auto has been high volume lower profit cars. Even after price cuts, Tesla still makes more on their cars (excluding trucks which are high profit). That’s not a bad strategy and you can make a good business on it, but Tesla has really changed how cars are manufactured and they figured out how to make a high volume high profit vehicle. You can’t compete with that without following, and following means you’re always behind.
A few years ago VW said it took Tesla 10h to make a car, and it takes them 30h. They haven’t matched Tesla on that yet. They would need to implement giga castings among other things to do that for example. In 2022 they said they were working on giga castings for their trinity factory which would start production in 2026, and now that’s delayed until 2030. Most of legacy is repeatedly delaying things like this. Ford is cutting back F150 Lighting production in half. GM is delaying things. They need to get economies of scale going to be profitable, but they’re pulling back because it isn’t profitable. They must commit to scale to make it work, but they aren’t.
There’s a lot of innovations like the castings inside the cars that people just don’t see that lead to Tesla’s high margins. Tesla’s power electronics are leagues ahead of the legacy automakers as well, almost all designed in house on the CT even, and they just leapfrogged everyone by moving to 48v. Then they do things like steer by wire with no backup in the Cybertruck which no one has done in production (they all have backups). Put aside what you think of the Cybertruck itself, and it’s really an engineering marvel underneath. Underneath it’s the future of where Tesla is going, and others will again, need to follow, but it’s going to take years and years. I imagine the Chinese will follow the quickest cementing their lead over legacy. I’ll be surprised if any other legacy manufacture makes a high volume 48v car by 2030. Someone like Porsche might in the meantime?
And Tesla is doing all of this and more again in Gen 3. Maybe VW finally gets their 30h car down to 15h, but Tesla gets their Gen 3 to 5.
Obviously we won’t know until we see what happens with Gen 3, but the Cybertruck is a glimpse into that which I think shows enough to not dismiss this possibility.
If you’re actually interested in how things are engineered, I’d recommend you watch these two Cybertruck videos for a glimpse of what’s going on. They include a lot of the leads at Tesla and are super informative and get into a lot of detail on things. They aren’t short though so if you’re not interested in that kinda thing that’s understandable.
www.youtube.com/watch?v=J5zDNaY1fvI (Q/A and then a look at exterior and internal parts) www.youtube.com/watch?v=GFgGnhRZarY (walk through factory and how they work with the stainless steel)
The engines VW already uses in their ID series are way better engineered than Tesla
That’s cool about VW’s new motor for the I7, I hadn’t seen that, hopefully we get to see a tear down in the near future. It also only comes (for the time being) in a car more expensive than a Model 3, but they say it will work on other models, so I’m curious to see what happens with that. Tesla isn’t resting on their laurels there either, they have their carbon wrapped motors for performance vehicles which I’m hoping to see trickle down to the performance 3, and they’re working on cheaper to mass produce motors for the Gen 3 platform using no rare earth metals.
Batteries
Those sodium ion batteries are cool, but don’t expect to see those outside lower range commuter cars anytime soon due to their low energy density. There’s definitely a market for cheaper cars like that which don’t make sense with higher cost batteries. A lot of people won’t want one as their only car though. As a second car they’re probably perfect though. Sodium Ion batteries are probably going to shake up the storage business, and we might even see Tesla adopt them there?
BYD literally makes their own cells and batteries for their own cars and is a supplier to Tesla, so they were always going to lead in that. That’s why they’ll probably pass Tesla for pure BEV sold in 2024. Those blade batteries are definitely cool.
If Tesla can pull off their 4680 batteries though as described at battery day, they’ll join be joining BYD on that stage. Legacy isn’t doing what Tesla is on this front, and that’s again another reason why they won’t be able to match Tesla on margins. If they can’t realize their 4680 goals, that probably ruins their 10-20 million car goals as well though.
high prices
I’m not sure what’s going on over there that’s a little fishy, maybe they think they can get more money out of you guys and charge less elsewhere? A 2013 Corolla cost $15,450.00 CAD vs $22,690 for a 2023. Inflation adjusted would be $19,946, so about 13.5% more?
Buffalox@lemmy.world 10 months ago
This actually shocked me! That EVs were ever made that only used 12V, even our garden tools on Lithium batteries use higher voltages than that! popularmechanics.com/…/battery-powered-chainsaws/ Here you see even Chainsaws averaging about 40v. Because you can make better designs with higher voltages, because of lower resistance, you can make more compact wiring, carrying the same amount of energy. This isn’t new, and it isn’t a “break through”. The typical working power of a Lithium battery is from 3.8 to 4.2V some can go slightly higher and lower, but this is the typical safe area. So stacking 3 gives you a 12 Volt average battery. But if you stack 12 instead, you get 48V. It’s not that hard, although the charging needs to be controlled differently, the principle of 12V and 48V is the same, and everybody can do it. Even garden tools.
hyundai.news/…/hyundai-48-volt-mild-hybrid-system…
…org.uk/…/how-it-works-vws-48v-mild-hybrid-system And of course Both Hyundai and VW have been using this for several years, already in Hybrid cars. The more surprising thing is why anybody ever used 12v? insideevs.com/…/2025-volkswagen-id7-first-drive/
en.wikipedia.org/wiki/Tesla_Model_3
I can’t find any information on this, on the surface it looks like Tesla should be 3 times as efficient at making cars as one of the world leading car manufacturers, and I fin that hard to believe without evidence.
Good point, and I agree they are not 100% committed on EV yet except a few Chinese makers that started all electric like Tesla, but that’s because ICE cars are still very relevant for many reasons. But they are moving more and more towards EV, and as they do, they will compete harder.
Are you aware that Cybertruck isn’t street legal in most countries, because the safety is horrible?
No it really isn’t, maybe the production side of it is, IDK about that, I know Musk spewed some bullshit about “demanding” Micron precision because the it was horrible. but the Cybertruck is riddled with poor engineering decisions. Claiming the car is bullet proof? For Christ sake, that’s just about the most useless feature a car can have!! It’s too rigid for safety, both for passengers and people outside. It’s too tall and poorly designed to see what’s going on in front of the car, this actually causes accidents in peoples own driveway! Accidents are simply waiting to happen in so many ways with this car, it’s a crime against humanity.
You are aware that Porsche is VW right?
I don’t see why a thicker battery should be anything special, It’s just bigger, that’s it. I’m sure other makers are doing things that are similar, because they are cheaper per Watt and easier to package. The weird thing is more that it was better to make the smaller 2600 batteries they started with. When bigger standard form factors already existed at that time. the 4680 is 6 times bigger than the 2170, AFAIK Tesla claims 6 times power, which is directly in line with the bigger size, but they only claim 5 times the energy, meaning the battery is actually not quite as good. But probably close enough to make the savings worth it.
Absolutely, maybe they found out they make more money by selling fewer but more expensive cars? Maybe they have a sort of silent agreement to not ruin when they have something “good” going. And they certainly can use the money for development of EV cars. So my guess is that that’s what they are doing.
NotMyOldRedditName@lemmy.world 10 months ago
No one has tried to make a fully 48v vehicle because suppliers don’t want to commit to making parts unless auto commits. Auto doesn’t want to commit unless suppliers commit. It’s a chicken and an egg problem, and Tesla just forced the transition by saying fuck all this bullshit, were doing it even if we have to make more of the parts ourselves. Doing hybrid systems just increases complexity even if they do get some of the benefits. I know Porsche is VW, I just called them out specifically because they are low volume high margin and could take the risk. That’s why I said high volume. Porsche might be able to do it as an engineering test bed before 2030.
The 48v system will save them a lot of money on copper, simplify the wiring harness, enables things like steer by wire without super chonky wires and I’m sure there’s other hidden benefits like being able to get rid of, or make smaller heat sinks. Smaller parts as well as they don’t need to handle as much current? There are all sorts of cost savings by doing it.
You really aren’t looking past what you see on the Cybertruck unfortunately, and the majority of people aren’t and never will. I can’t convince you otherwise, but it IS a engineering marvel even ignoring the stainless steel. Even the stainless steel stuff has some amazing engineering behind it (they actually did get micron precision on the laser cut parts by creating a new cutting laser), even if it is a terrible idea in the end. You’re dismissing steer by wire but that’s nothing to do with the CT, it’s them leap frogging others in engineering that’s going to be in all their future cars which will have large cost savings and be safer in an accident.
Here’s VW talking about the 30hv10h - reuters.com/…/giga-casting-robots-how-volkswagens…
The thing with the 4680 cells isn’t the size (although it’s apparently the ideal size for volumetric density for a single layer battery, but the size isn’t special). It’s the tech inside the battery. They have dry coated electrodes and are working on dry coated cathodes (I might have that backwards) which is tech special to them. Everyone else uses a wet slurry that then needs to be dried out in huge areas and involves harsh solvents. It cuts down on the space and time to make a battery. Making the dry coating work at high volumes has been a problem point for them. It keeps getting better each quarter as they figure out the problems as they come up, but it’s not where it needs to be yet, and they thought they’d be further along.
It also uses a new tabbed technology which allows them to better manage heat within the battery working around some of the problems you encounter with larger cells. Instead of all the power going through a single tab, there are numerous tabs in the cell spreading the heat out vs 1 point. Tesla has patents on the dry coating, but not sure where things stand on the tabbed structure. My guess is anyone making 4680’s for Tesla (others will make them too) will also be using the tabbed tech. I don’t know if Tesla will give them the dry coating tech.
They also are working on special ways to get silicon into the battery but they haven’t done it yet, it’s just part of their future plans to stay competitive, but that’ll be a key piece to watch.
The goal of them though isn’t to be the absolute best cell on the market, but to be designed in a way they can scale it and make terawatt scale factories that are smaller footprint than the gigawatt factories of today. They might not have the best wh/kg of the most modern cells, but they’ll be the cheapest and most easily mass produced. Thats the plan anyway.
It’ll be more years until it’s realized and we know if they can pull it off. IMO if they can’t pull that off, there’s no way they’ll be able to make the 10+ million vehicles they want to make at the costs they are thinking. Even the 5+ million with Gen 3 would probably be at risk without success on these cells.
I think the biggest threat to that is going to be solid state batteries. They always seem to be around the corner, Toyota has been saying a few years from now for like a decade, and even then they talk about only having supply for 50k cars for years once in production. I do believe were going to see them in 2024 in a Chinese EV, but the real issue is getting the costs down, and making them easy to mass manufacture. We don’t know what that looks like yet for that Chinese company as not enough info has been released. Keep your eyes on this one if you’re interested in battery tech.
I can’t imagine Tesla isn’t researching them behind the scenes as well, but an unexpected breakthrough in being able to cheaply manufacture them at scale could upend their 4680 plans. It would really upend everyone if that happens, BYD included.
Buffalox@lemmy.world 10 months ago
Toyota is full of shit regarding EV, they are not competitive at all on EV, so they try to make people not by an EV now, but wait until the next car. Toyota has wasted their research on Hydrogen, and that’s going nowhere fast, that’s a point where Musk was right already 10-15 years ago. But that was before he got weird.
I read the article from the link you provided, apparently VW plans to build 40 million cars on the new “platform”, so Tesla making 20 million will not make them surpass VW and Toyota.
Apparently VW can already make a car in 14 hours, so not that far from the 10 claimed by Tesla, and apparently there are downsides to using the big body parts Tesla uses, in for instance a car is more expensive to repair, and therefore also more easily totalled. AFAIK the machines Tesla use to press those big parts are from Italy, and I bet they tried to sell it to other car makers too.
Regarding the 48V, I would still claim it’s a non issue, you could easily go to 48V, and then use voltage regulators to correct locally if necessary. Voltage regulators are dirt cheap today, and are probably already used in most places inside the electronics. So in most cases it’s merely a matter of using another regulator, at about zero cost.
NotMyOldRedditName@lemmy.world 10 months ago
Got a huge laugh from me lol. Well said.
The 30 vs 10 was specifically for EVs. They haven’t figured it out yet on their electric vehicles.
A lot of people say what you have about the castings having problems on repairs, but what actually happens is if the accident is big enough to reach the casting, the car is totaled anyway castings or not. They have replaceable crush bars for smaller accidents. It’s not as big a problem as people think. Everyone is going to switch to castings to stay competitive, and some already have.
You might think that, but legacy has been talking about it for decades now, and hasn’t. One of Tesla’s leads in the video I linked shows a circuit board which handles many things, and on it, they talk about stepping down to 24v for the audio amplifiers which are on the same board, which they also want to make 48v in the next iteration. The thing is, those are custom in house designed circuit boards. Legacy outsources most of that stuff, they aren’t as vertically integrated on the power electronics and can’t just do that easily.
That’s why it’s a chicken and egg problem for them with their suppliers.