Very informative video! Makes me even more curious about the approach NIO will take for the Firefly brand, I'm guessing it will be fully separate swap stations where they will further collab with CATL & others. We'll see soon! Also it appears that Tomorrow will be NIO Power Up day!
I think the idea is good because to have separate battery stations because NIO is a premium EV and offers many benefits if ONVO and firefly captures the market as expected and uses the same battery swapping stations like NIO then this will increase the waiting time to swap the battery and contra productive for NIO owners as well as the different batteries to be stored.
@@asazax Patience is a virtue Rome was not built in a day neither Tesla.I believe in Nio they have made mistakes yes but now the strategy is starting to show results which is going to bear fruits
Thanks Marcel for breaking it down on the battery type of Onvo vs other Nio's battery. Always appreciated your informative videos. Could you find some time during UAE expansion if possible.
Very hopeful for the Onvo brand and hopeful the profit margin is good. Skeptical about the Firefly brand and european expansion though. I guess time will tell.
Old news, we knew forever that onvo has slimmer batteries which is why they will only be compatible with gen 4 swap stations. Hopefully nio et5 and et5t will also switch to this slimmer battery
You getting BAAS mixed up with swapping. When users buy cars with BAAS , Nio sells the battery to the battery asset management. Batteries in swap stations are owned by Nio. They pay for all batteries in swap stations.
I think the main difference is that the current NIO packs are a design from 2018. The ONVO packs are the new 3.0 packs. The main question is if the new ONVO packs will fit the next gen NIOs like ET9😊
@@DONGXiiTheChinaOpportunity right but with Firefly they want to build also different swap stations. That does not sound very scalable to me. Anyway I hope they think with their heads as all I have to do is wait few years.
Will have to see what the firefly actually is going to be, probably it’s just a small grocery getter, the type of car used in city’s because of the small dimensions and short distance driving, and mostly is a car you don’t use for heavy highway driving. So in this case it would make sense to make smaller swap stations in cities where these cars will be mainly driven and less so where Nio stations are already deployed. You see this everywhere around the world, people from the city buy different cars then people who live downtown, because their usage is so different.
To be able to charge any battery, the Voltage of the Power Supply Side has to be slightly higher than the Voltage of the battery side, and since the two batteries have different voltage (400V and 900V), the battery swap has to deliver two different voltages.
It’s not a good idea to have different types of batteries. They needed to setup a standard for all car producers and now they need to split batteries for nio and for onvo is very sad to hear this…
onvo can't use the same batteries not even the all swap stations... if we can't sell 20,000 a month onvos we are done... I don't see how NIO will survive...
wow i would think these different batteries are a downside unfortunately... i would think universal would be the way to go with batteries, less problems less combinations, less real estate, easier at swap
What an IN EFFICIANTE way of doing things. Are they going to make a separate battery swap station for every sub brand? As if they have enough money, to even entertain that idea. I think that just sucks. Stupid idea.
Good observation, that means ONVO will not share NIO battery swap stations, and they need more money to deploy more swapping stations, hope those swap stations could be shared with fireflys. There are is another concerns, how many battery packs can be hosted in each swap stations. based on current size and charging time, 23 packs is the limit.
WOW a great video love it. Exciting times for Nio as every day we get closer to our mass market car launching
Fingers crossed!
Thanks Marcel! 👌The best content you can get!!!
Thanks
Definitely 💯
100% agree 👍
Very informative video! Makes me even more curious about the approach NIO will take for the Firefly brand, I'm guessing it will be fully separate swap stations where they will further collab with CATL & others. We'll see soon!
Also it appears that Tomorrow will be NIO Power Up day!
I think the idea is good because to have separate battery stations because NIO is a premium EV and offers many benefits if ONVO and firefly captures the market as expected and uses the same battery swapping stations like NIO then this will increase the waiting time to swap the battery and contra productive for NIO owners as well as the different batteries to be stored.
So what you say is Nio should invest in EVEN MORE to battery swap stations for onvo? Then good luck waiting for the profitability
@@asazaxit's take time and cost...but when this whole infrastructure gives revenue it will go fast!
@@asazax Patience is a virtue Rome was not built in a day neither Tesla.I believe in Nio they have made mistakes yes but now the strategy is starting to show results which is going to bear fruits
They’re using the same swap stations just different batteries.
@@ohasli38 But Rome was destroyed in day and it can happen to any company at any time.
Thanks Marcel for breaking it down on the battery type of Onvo vs other Nio's battery. Always appreciated your informative videos. Could you find some time during UAE expansion if possible.
Let's goo more good things about NIO
Very hopeful for the Onvo brand and hopeful the profit margin is good. Skeptical about the Firefly brand and european expansion though. I guess time will tell.
Old news, we knew forever that onvo has slimmer batteries which is why they will only be compatible with gen 4 swap stations. Hopefully nio et5 and et5t will also switch to this slimmer battery
Thanks Marcel, always oké to hear youre infomation.
You getting BAAS mixed up with swapping. When users buy cars with BAAS , Nio sells the battery to the battery asset management. Batteries in swap stations are owned by Nio. They pay for all batteries in swap stations.
Thanks friend
Any time
Thanks for the update
No problem 👍
I think the main difference is that the current NIO packs are a design from 2018. The ONVO packs are the new 3.0 packs. The main question is if the new ONVO packs will fit the next gen NIOs like ET9😊
interesting thought
Feature not bug. It allows nio to have an excuse when they need to bump onvo users back in line to accommodate a nio swapper
I dont really understand how are they going to scale this thing. Different batteries, different swapstations, wtf? Looks more and more blurry.
different batteries, same swap station.
@@DONGXiiTheChinaOpportunity right but with Firefly they want to build also different swap stations. That does not sound very scalable to me. Anyway I hope they think with their heads as all I have to do is wait few years.
Will have to see what the firefly actually is going to be, probably it’s just a small grocery getter, the type of car used in city’s because of the small dimensions and short distance driving, and mostly is a car you don’t use for heavy highway driving. So in this case it would make sense to make smaller swap stations in cities where these cars will be mainly driven and less so where Nio stations are already deployed. You see this everywhere around the world, people from the city buy different cars then people who live downtown, because their usage is so different.
Singapore stock market price for Nio is $4.19 for 04/19/2024
That's meant will be 2.16 for 02/16/25
Great content Marcel!
not sure its a good idea or not... it will increase cost... it would be good if both same system
That's all they do is increase cost. Really wondering if it will ever pay off frustrating
Thanks Marcel!
🙌
To be able to charge any battery, the Voltage of the Power Supply Side has to be slightly higher than the Voltage of the battery side, and since the two batteries have different voltage (400V and 900V), the battery swap has to deliver two different voltages.
So Onvo will be able to charge faster with its 800v ?
Yes, and Onvo has 900V architecture which will also be used for Nio NT3.0 platform the first one being the upcoming ET9.
Yes, Onvo actually uses a 900V architecture, same as the NIO NT3.0 platform that first will be used with the upcoming ET9.
It’s not a good idea to have different types of batteries. They needed to setup a standard for all car producers and now they need to split batteries for nio and for onvo is very sad to hear this…
batteries have different requirements between segments. So it makes sense to split it into different standards.
Why insiders sell nio?
onvo can't use the same batteries not even the all swap stations... if we can't sell 20,000 a month onvos we are done... I don't see how NIO will survive...
wow i would think these different batteries are a downside unfortunately... i would think universal would be the way to go with batteries, less problems less combinations, less real estate, easier at swap
wow first?
almost ;)
@@DONGXiiTheChinaOpportunity 😅
What an IN EFFICIANTE way of doing things. Are they going to make a separate battery swap station for every sub brand? As if they have enough money, to even entertain that idea. I think that just sucks. Stupid idea.
Good observation, that means ONVO will not share NIO battery swap stations, and they need more money to deploy more swapping stations, hope those swap stations could be shared with fireflys. There are is another concerns, how many battery packs can be hosted in each swap stations. based on current size and charging time, 23 packs is the limit.
no those packs can be used in current swap stations.
My god, I haven't heard you in almost 4 years, and here you are advocating the same company 😅