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From smart cockpit systems to long-range batteries with fast charging, Guangdong-made NEVs are redefining global mobility. These innovative vehicles now serve drivers across continents, blending technology, comfort, and sustainability. With BYD leading global EV sales, Guangdong’s auto industry is showcasing both cutting-edge innovation and real-world performance.XPENG GAC BYD BYD...

95,134 views • 6 months ago •via X (Twitter)

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People who say BYD is beating Tesla in China are most likely the same ones saying Samsung is beating Apple bc of market share. The reality is BYD sells more units largely by flooding the market with cheaper, lower margin cars. While Tesla sells fewer units, but they focus on higher quality vehicles, better software, global scalability, and profitability. Tesla still generates FAR more profit per vehicle, has world leading margins, and owns the full ecosystem from hardware, software, AI, charging, data, and manufacturing technology. Market share without profit is just volume for volume’s sake, and in my opinion, that’s not winning. This is the same story as Samsung vs Apple. Samsung often leads in unit shipments by selling tons of low and mid range phones. And Apple sells fewer phones, yet captures the majority of the entire industry’s profits. This is bc Apple has premium products and the ecosystem locks in customers with software dominance and customer & brand loyalty. Trust me, no serious investor thinks Samsung is beating Apple just bc it ships more phones. Even Elon called this out years ago saying scaling volume is much easier than building great products that people love, make real profits, and at scale. This is excruciatingly hard. So when someone tells me that BYD is beating Tesla bc of market share. What they’re really telling me is they are clueless on how businesses actually succeed. Tesla is the clear winner vs BYD.

Teslaconomics

55,143 views • 6 months ago

CBS Sunday Morning went to a London auto showroom and interviewed British car owners, traditional dealers and industry experts about the rise of Chinese EVs in Europe. What they found quietly destroys a lot of American mythology. British car owner Justin Watson is replacing his Lexus with a BYD. He described the ride as “like sitting on a throne” and said its technology, comfort and handling surpassed anything he had driven before. His conclusion was blunt: The era of “cheap Chinese cars don’t last” is over. A London dealer with more than 50 years in the business, long associated with Volkswagen, said he never imagined he would one day sell Chinese cars. Then he saw the quality, the technology and the sales growth. He changed his mind. Ben Nelmes of New Automotive explained why. Chinese EV makers now hold major advantages across batteries, supply chains and manufacturing integration. BYD started with batteries and built upward, controlling far more of its own production chain and allowing it to make cars at least 25% cheaper than Western competitors. And the technology is no longer “cheap imitation.” Chinese EVs are producing the things Western social media keeps going viral over: 360-degree tank turns. Emergency floating capability. Ultra-long range. Charging from 10% to 70% in minutes. The old stereotype of “Made in China = cheap and inferior” is collapsing in real time. Then comes the American part. The Biden administration imposed a 100% tariff on Chinese EVs. Trump kept the wall in place. In practical terms, Chinese EVs are shut out of the U.S. market. When CBS asked whether that protects American jobs, Nelmes gave the more uncomfortable answer: protectionism may protect jobs in the short term, but over time it kills competition, slows innovation, weakens consumer choice and leaves domestic automakers sheltered from the very future they are supposed to compete in. If the future of cars is electric, then blocking the world’s strongest EV competitors does not prepare American automakers for that future. It protects them from it. The irony gets worse. Before the segment ended, the British owner laughed that he had relatives in New Jersey who were “absolutely jealous” that he could drive such a good Chinese car. And here is the fact protectionists cannot explain away: BYD is effectively shut out of the U.S. market behind a 100% tariff wall, while Tesla is allowed to sell normally in China. And BYD still became the world’s top-selling battery-electric vehicle maker. China did not need to ban Tesla to compete with it. It let Tesla enter. Build locally. Sell freely. Fight for Chinese consumers. The United States looked at BYD and chose a wall. Yet even without access to the American market, BYD still outsold Tesla globally. That says more about competitiveness than a thousand speeches about “fair competition.” If your company needs its biggest rival excluded from your home market while that rival beats you everywhere else, you are not defending competitiveness. You are hiding from it.

𝘊𝘰𝘳𝘳𝘪𝘯𝘦

15,184 views • 3 days ago

Elon Musk says BYD is about to match Tesla's quarterly sales. Tesla had been the world's largest EV maker for a decade. Cybertruck. Model Y. Model 3. Millions of cars shipped, every product line profitable. "BYD is reaching Tesla production or sales in quantity." Then Musk explained why BYD was the leading edge of a bigger wave. "There's going to be a massive flood of Chinese vehicles and basically most manufactured things." Musk named the wave: **the Chinese flood**. Musk, who had toured BYD's factories and seen their cost curves up close, knew the math wasn't theoretical. A flood of Chinese vehicles meant BYD, Geely, Nio, Xpeng, Li Auto, Zeekr, and a dozen more companies each shipping a million-plus units a year into export markets at price points Western manufacturers could not match without losing money on every car. BYD. Geely. Nio. Xpeng. Li Auto. Each one growing 30 to 50 percent year over year. Every shipping at a price point Detroit could not survive. After Musk drew the curve, every global automaker's 2030 forecast became a question of survival, not market share. Musk, on what scaling really meant: "China is extremely competitive in manufacturing." Which player in your industry is one quarter from making you the second-largest? P.S. I made a playbook breaking down 100+ most powerful decision making mental models used by history's greatest thinkers. 5,000+ downloads. 113 five-star reviews. Grab a free copy here: If you're new here, GeniusThinking is a gallery for the greatest minds in economics, psychology, and history. Follow along for more similar content. — Elon Musk ( Elon Musk ), CEO of Tesla and SpaceX, on Dwarkesh Patel's ( Dwarkesh Patel ) podcast

GeniusThinking

98,324 views • 2 months ago