The End of Toyota & VW? How BYD is Leading the EV Charge!
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- Опубликовано: 14 окт 2024
- Episode No. 7: The End of Toyota & VW? How BYD is Leading the EV Charge!
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Stellantis is a canary in the coal mine. The days of 20 companies making 200 different models is over. High volume vertical manufacturing is the future.
This seems like the same situation with Mazda and Subaru
This makes total sense to me and is totally the way I see things going. They are all going the way of the Dodo and whilst the legacy fumble any decisions and refuse to embrace the EV, many other companies Tesla, BYD, Kia, Hyundai, Geely and the other Chinese companies that have emebraced EV's will have taken their customers and therefore the profits.
Toyota could default on the loan. Then the debtholders become shareholders. Fixed costs are normally sunk costs - in other words, they money has all been paid. Plant, R&D - these dwarf things like rent and fixed staff. None of this helps with not having a competitive EV - which is the real problem.
Hard to know if Toyota and VW will go belly up, I really hope they do as they have done fraudulent activities. They are still very big manufactures so will be interesting to see if they can turn their slow-moving transition to EVs around.
Best video of the decade about automobile industry nobody's want to listen. 💯🔥🙈🙉
Thats Karma for VW diesel gate
*Karma* keeping Very Bad leadership intact at VW ?
Toyota had designed and produced a manufactured forever house. Maybe they should ramp that up.
The problem with Toyota isn't that they are focusing on hybrids, it's just that their hybrids aren't good enough and they are not offering any decent EV offerings. If they can actually release a decent EV, they'll be back on a path towards growth. If not, they'll continue to decline over time.
Classic case of denial by the legacy automakers…I am just buying my new car from BYD the fact is legacy car manufacturers are behind the curve there costs are too high and there tech is simply outdated Bye Kuga hello Sealion👍
Great Duo!
Well, that was depressing! For the next 3-4 years, though, Toyota will ride the PHEV wave and stay profitable. The question is, will they use this time to (1) pay down debt and (2) invest in competent homegrown EVs?
No. Every major manufacturer is a jobs for votes program designed to transfer government money into jobs for loyal voters. Ford, GM, VW, Toyota, Stellantis. All are circling the drain in the face of real competition. i.e. Tesla and China
I’ve heard many car reviewers say the BYD dolphin is a great car and shouldn’t be overlooked .
There is a big gap between Toyota and VW. VW already has competetive EVs thanks to Mr. Dies. At this moment not as good or cheap as Tesla but way more better than BYD. I testet both. Toyota has nothing!!!!!!!!!
You can't just look at the model. You have to also look at the profit on the model.
@@michaelnurse9089 ...and without the incredible subsidies from the CCP BYD will collapse. They could fix quality issues, but some of thier core engineering is terrible. Software needs a redo. Blade batteries... complete joke.
VW have more of a chance to turn things around, but they have a massive China problem with demand crashing there. At least they aren’t in denial like Toyota.
Toyota Mirai is a dead horse that Toyota keeps beating it...
I'm not that familiar with VW's problems, but I don't think Toyota will go out of business. They've looking at regional and worldwide markets and still seeing strong demand for ICE vehicles in those areas. How is a developing country supposed to transition to EVs when no money available for the transition? THE USA and Europe both have strong infrastructure to support ICE vehicles and that's not going to change overnight. Toyota's taking a long view and pushing out hybrids right now in the USA since that's what the consumers want, with only one true BEV to keep their hand in the game. They've got the knowledge and tech for BEVs but seem to be waiting to see what else comes along (hydrogen ICE, fuel cells, or ???) and should be able to jump into those pretty quickly if needed. China is under authoritarian rule so they can force their domestic market to go EV, but the consumer-driven markets of the Western world are in flux and still experimenting with transportation options. Toyota might just be the sly fox waiting to pounce when the opportunity comes along. EVs are probably here to stay, they'll have solid market share but won't dominate the vehicle market.
I might have some sympathy for these companies but given the dishonesty, particularly Volkswagen, I don’t really care. Both of them could, and should, have made the decision years ago to make cleaner more affordable cars.
One problem with every EV and ICE maker outside of China is they can't currently compete with China in battery technology. Another problem is of course price. China became the manufacturing capital of the world on the back of cheap labour. Today though it isextending its lead on the back of automation and innovation.. China got into this position because today it has more engineers and physicists than there are in America, Japan, South Korea, and Europe combined.
The future looks grim for established car makers in other countries but there is hope. The rise of AI has the potential to one day even the playing field. Smart robots building factory equipment will become common,. AIs to crack physics and material sciences problems will also make up for intellectual labour shortfall. US still has a processing power advantage over China which probably means they are going to stay ahead in AI race for at least a few more years..
Chinese government is aware of this potential Achilles heal though especially since US trade restrictions on semiconductors. , Semiconductor Industry Association estimates China has spent around 140B in developing their semiconductor industry these last few years. And they are currently building more fabs than the US despite American government subsidies with CHiPs act. Cutting edge chip fabs are the most technological advanced factories in the world. It takes years and billions of dollars to create them. Only a handful of companies can do it. Even Intel has struggled to build one that can compete with Taiwanese based TSMC. Neither AMD or Nvida have fabs. Whomever has the most advanced fabs, will have the best chips. At the heart of any cutting edge fab is its lithography machines. At the moment there is only one game in town, Dutch based ASML. So Chinese government is no doubt also focused on building a homegrown competitor to ASML
The debt is way more as of today $300million
So why would anybody take note of an individual who does not know how to wear a peaked cap?
If we were to dress a monkey in a suit and groom it meticulously, would you then take note?
L😂L
Wait until you meet American basketballers who leave the tags on as the fashion, that will really do your head in. The chap wearing the cap backwards is probably much more successful than you (he is far wealthier than I am). Best not to point fingers at him.
@@michaelnurse9089 Of course marketing carries weight. That is why people buy Audi instead of VW.
EV dreamworld 🤪
Kodak and Nokia thought the same thing once.
It's no dreamworld, EVs are here to stay and taking over buddy.
Bad mouth everyone but Tesla. I know where your money is. Good luck.
He invests everything in Tesla which gives him credibility. Have you invested everything in Toyota/VW? If, not, you lack credibility.
@@michaelnurse9089 No, all that proves is that he (both of these guys) are on the Tesla payroll.
I think the best move for Toyota would be if the shareholders challenge Akiro Toyoda in court and proclaim him insane. I think he is the epitomy of x-generation spoiled brat of the founders. Lived too much in luxury, experienced little difficulties in childhood, which caused his irrational behavior today. They are indeed toast.
Toyoda must be like Hitler when he dreamed of the new weapons that should save his regime from defeat. Keep dreaming.
VW has no such issue, but they're killing themselves by the family feud of Porsche family (Piëch family is Porsche daughter), at first Porsche fam wanted to swallow VW, they lost big time, instead VW Piëch branch of their family swallowed Porsche. But at the end of it both companies are financially exhausted, a black hole with no substance, and their astronomical debt isn't possible to ever repay. On top pf it, their bureaucracy, time for changes is planned more than five years before it happens, which can never compare to Tesla or BYD. At the same time, I suspect that BYD is also trying to gobble up too much too fast, so who knows who is the winner in few years time?
BYD has an blank cheque when it comes to EVs. The CCP is putting all their spare cash into EVs.
THE guest is far from being able to comment on Toyota ..Not knowing Toyota history and capability ..
Nope.
He's right.
Death wil b slow.
It's a matter of time.
Look at Sony, Nikon, Fuji Film.
They managed to survive because they adapted.
Toyota, now runned by the 3rd generation in the family, is holding on, due to pride, & the tot of invincibility because they held the title of no 1 for 2+ decades.
Even Mike Tyson had to give way one day
If Sony had stuck to Trintron, Nikon, Fuji Film to Celluloid Film, they're history now.
Kodak, Rollei, Grundig, Westinghouse, Teac, amongst others, now exists as memories
On the contrary, he knows very well what they're doing. I think the best move would be if the shareholders challenge Akiro Toyoda in court and proclaim him insane. I think he is the epitomy of x-generation spoiled brat of the founders. Lived too much in luxury, experienced little difficulties in childhood, which caused his irrational behavior today. They are indeed toast.
VW has no such issue, but they're killing themselves by the family feud of Porsche family (Piëch family is Porsche daughter), at first Porsche fam wanted to swallow VW, they lost big time, instead VW Piëch branch of their family swallowed Porsche. But at the end of it both companies are financially exhausted, a black hole with no substance, and their astronomical debt isn't possible to ever repay. On top pf it, their bureaucracy, time for changes is planned more than five years before it happens, which can never compare to Tesla or BYD. At the same time, I suspect that BYD is also trying to gobble up too much too fast, so who knows who is the winner in few years time?
You’re talking about Toyota’s history, and historical capabilities.
They were discussing Toyota’s future.
It’s not looking good.
History means Jack shit.. the U.K. motor industry had prestige and history, the largest motorcycle manufacturer in the world..Japan won’t have the luxury of a slow deindustrialisation, the industry is so entwined with the economy there will be shockwaves felt across the world
Ad hominum
it's getting hard to keep count of all the reasons not to get an EV.... but the main reason is that overall they are worse for the environment the normal cars.
Show your work.. That is total FUD.
@@anad44 Show your work Fud. EVs don't last long enough to cover their own build foot print and are way to easily written-off,
@@RoverIAC
How long do they last?
🤣 Another oil industry fanboy that clearly know nothing about EV's or is intentionally spreading lies.
@@RoverIAC They are only written off too easily because insurance inspectors aren't properly trained (or have a personal agenda) this will change as EV's become more common.
Who is this dude? Can you just do this stuff yourself?
follow
StevenMarkRyan. He has three first names - how many do you have?
I like your videos Sam but don't know why you have this bloke on. I'll stick my neck out here and say I think Toyota will get the market right. Volkswagen probably won't make it, their engines aren't reliable.
Who is this dude? So many childish behaviors while trying to expose his thoughts.
No idea who he is. But you’re right, he does have a lot of childish mannerisms.
SMR has a large following of like-minded people (nearly all guys) as he’s always been very aggressive with his views on Tesla and the automotive industry. His ‘colourful’ language and views attract a certain type of person. I used to subscribe for his Tesla content but stopped as he is borderline Andrew Tate.
Toyota 11.23m units 2023.
Ford 1.99m units 2023.
Tesla 1.8m units 2023.
Toyota is still the number 1 car maker!
Yes, and they are doing very well in fact in EU and USA. But that doesn't mean they aren't backwards looking and is falling far behind in the current wave of EV/PHEV technological shift. They are already selling rebadged BYD in China(bz3), they could very well do that elsewhere if things starts getting tight.
As was Blockbuster a couple years before implosion…