Hans Joachim Friedrichkeit’s Post

■ EMobility Update■ 1️⃣ Fiat unveils five electric concept cars, providing a glimpse into its electric future. These concepts are set to hit the market as production models by 2027, all built on Stellantis' multi-energy platform. Stay tuned for the reveal of the first model, possibly the E-city car Pandina, promising to be larger than the current Panda! 2️⃣ Mercedes-Benz puts a hold on its EQE SUS plans for China. Despite the ambition for a sedan-SUV blend, the complexity and cost seem to have deterred the project. Nonetheless, Mercedes assures its commitment to the Chinese market with its existing range of nine electric vehicles. 3️⃣ BYD showcases new electric models at the Geneva Motor Show, including its first plug-in hybrid for Europe. While this hybrid will be selectively available, BYD's presence at the show marks its second appearance in Europe following the IAA Mobility in Munich. 4️⃣ Ford halts deliveries of the 2024 F-150 Lightning due to quality control issues. Despite being available for order since September 2023, deliveries of the new model have been paused for unspecified quality concerns. 5️⃣ Hyundai shifts gears towards electrification under its N performance label, discontinuing production of combustion engine N models for Europe. The focus now shifts to electric vehicles, starting with the Hyundai Ioniq 5 N, as the brand prepares to electrify its lineup. #emobility #electricfuture #automotiveinnovation #greendriving https://lnkd.in/eiMResAh

Around 1.2 million electric cars are currently on the roads in Germany. Their numbers have increased by 55 percent within a year. Leading the way are VW and Tesla. However, it seems that the government's goals for 2030 will not be achieved. VW and Tesla are market leaders in electric cars. The Renault Zoe is the most registered model. The German government falls significantly short of its electric car targets. According to the annual "Electromobility Report" by the Center of Automotive Management (CAM), based on data from the Federal Motor Transport Authority (KBA), the number of electric cars in Germany has increased by 55 percent to nearly 1.2 million as of June this year. However, with a total of over 49 million cars, this still represents a relatively small share of 2.4 percent. #evcharging #electricvehicles

Hydrogen BMW and Toyota: United in their belief in the fuel cell October 26, 2023 In the passenger car segment, most automakers have now turned their backs on the fuel cell. Not so Toyota and BMW: both brands want to continue to present themselves as emphatically open to drives. In Asia in particular, the fuel cell is intended to complement electric drives and internal combustion engines. But it's not quite that simple. Whether it's early in the morning or in the turbulent afternoon traffic, anyone traveling by car in Tokyo, a city of 30 million people, has to look a long time before they encounter the first electric car. Yet the drive spectrum of models in the Tokyo city is highly diverse. Here a diesel from BMW or Mazda, there a hybrid model from Toyota or Nissan, plus a cuddly Daihatsu with a traditional engine and, time and again, the small kei cars - tax-subsidized, popular and usually powered by highly supercharged micro engines. However, it is even rarer to encounter a charging station or even an entire charging park in the urban canyons beyond the Rainbow Bridge than an electric car - electric mobility in Japan has not even arrived in the Olympic metropolis of Tokyo, not to mention other cities such as Osaka, Nagoya or Nagasaki. Fuel cell: Toyota and BMW go their own way Most manufacturers have dropped out of fuel cell development, at least for passenger cars. Not so the odd couple Toyota and BMW. This year, the two brands from Japan and Germany can look back on ten years of cooperation in the field of drive systems. This came about not least because the then CEOs Norbert Reithofer and Akio Toyoda liked each other so much, both in business and in their private lives, that it became more than just a brief Japanese-Bavarian flirtation. Reithofer was more than taken with the production quality of the Japanese. And Toyoda always looked to Munich with appreciation when it came to brand image and sportiness. Both had and still have high-tech aspirations. So the cooperation in the field of fuel cells was more obvious than the dynamic duo of Toyota Supra and BMW Z4 with the cooperation of development partner and manufacturer Magna. Series production of the fuel cell? It is therefore more important than ever that Toyota and BMW are now often alone in the field, because the Hyundai Group with its three brands Hyundai, Kia and Genesis, like Honda, now seems to be concentrating more than ever on the electric drive in order to bundle investments here in a sensible way. The currently available Hyundai Nexo is getting on in years as a hydrogen vehicle; a successor is not in sight. The situation is different at Toyota and BMW. Every now and then, a second-generation Mirai comes under one's nose on the streets of Tokyo, while BMW emphasizes that the current small-series iX5 can be turned into a production vehicle in a short time.

My current subjective BEV ranking. There is a lot of discussion about Chinese BEVs, and rightly, because they are ahead on many points. Advanced software, many different battery variants, new customer functions already in the wide range of vehicles and all this at a reasonable price. Currently, only Tesla can follow suit, and technically we are not doing too badly in the USA with Lucid, Rivian, etc. Not to be forgotten in my view are the Koreans, especially Kia/Hyundai. 800V platform already standard, good equipment and prices, very efficient vehicles and good selection.   1. China (BYD, Geely, XPeng,...) 2. USA (Tesla, Rivian, Lucid,...) 3. Korea (Hyundai, Kia) 4. Europe (not specific) 5. India (not specific)   And as for new mobility, not to forget:   1. Singapore 2. Netherlands 3. USA (San Francisco)   How do you see it and what good examples can we still learn from?   #mobility #BEV #ranking https://lnkd.in/eFn-FEYW

BYD Germany: An attack? So at least a provocation. The Chinese manufacturer BYD has opened a showroom in the cradle of the automotive industry. Stuttgart, best location. The question now is: Is the competition stimulating the business – or is it taking it over? By Tobias Bug, Max Ferstl, Roland Muschel and Jan Schmidbauer January 11, 2024 Marc Noppenberger knows what a sensible car is. In the past, when he drove through the city in his BMW M3 or his Mercedes S-Class, people would watch him. That was a good sign for him. Marc Noppenberger is a car dealer. For years he sold German cars to Germans, first BMW and later Mercedes. He was always convinced that there was nothing better. That's why he was somewhat surprised when his boss asked him a year ago whether he could also imagine selling BYD cars. All Noppenberger actually knew about BYD was that it was a Chinese manufacturer that his colleagues at the Torpedo car dealership group tiredly laughed at: cheap, unknown, no competition. But because he was curious, Marc Noppenberger wanted to at least sit in a Chinese car like this. In a car dealership in Mannheim he got into the BYD Han. And he still remembers how surprised he was by the good workmanship and the elegant steering wheel. How he sat in the driver's seat and thought: "Man, this is a good place to sit." So he went to his boss and said: I'll do it. BYD, which stands for Build Your Dreams, build your dreams. The slogan is now even on the taillights. And a dream has already come true for the Chinese manufacturer: BYD has sold the most electric cars since the end of 2023, more than Tesla and more than all German manufacturers anyway. There were 526,409 worldwide in the fourth quarter. They sell most of them in China, but that is about to change. BYD wants to go to Europe, to Germany. And yes, also in Stuttgart, where there has been more concern than enthusiasm since the Chinese opened a large showroom here two months ago. Not somewhere out in Möhringen, but in the Calwer Passage. Best location. The Stuttgarter Zeitung wrote about a “declaration of war”. An attack? So at least a provocation. Stuttgart is the unofficial car capital of Germany, perhaps even the world. This is where Gottlieb Daimler invented his “high-speed internal combustion engine with uncontrolled glow tube ignition” almost 140 years ago. Not only Mercedes and Porsche have their headquarters here and in the surrounding area, but also suppliers such as Bosch and Mahle, without whose parts hardly any modern car runs. Without their jobs the region would not be so rich. The people of Stuttgart are attached to their cars. And they pride themselves on building the best engines in the world. The six-cylinder boxer from Porsche. The indestructible diesels from Mercedes. Source: sueddeutsche #autohaus #byd #automotive #retail #Hedin https://lnkd.in/dUhenUXt

MAXMORE Monday: Happy new year to everyone! Starting the year with interesting news - The American car manufacturer #TESLA has had to cede its leading position in the global market for electric vehicles to its Chinese competitor #BYD. In the fourth quarter of 2023, TESLA delivered 484,507 cars - an increase of eleven percent compared to the same period last year. However, this was not enough to defend the top position. Chinese car manufacturer BYD sold 526,409 vehicles in the same period, according to figures released earlier this week. Overtaking competitors is often unexpected - but you can prepare yourself. If you want our experts to take a look into your portfolio for further optimizations, let us know! Write a email to Info@maxmore.asia or our technical experts in Europe at ag@maxmore.eu. Source: https://lnkd.in/d9J3EMQG

Conversion to an all-electric plant in #Emden Volkswagen #ID 7 200 to 300 vehicles per day According to the works council, only a good dozen ID 7s will be coming off the production line in Emden in the first few days. This is expected to change in the coming weeks and production will ramp up. By the beginning of 2024, there should then be between 200 and 300 vehicles. In total, Volkswagen is currently producing around 800 cars a day in Emden, of which around 300 are electric cars. The Passat and the Arteon are still being built in East Frisia in parallel as internal combustion vehicles. "We know that we are in a difficult phase at the moment, in electromobility in general," said Manfred Wulff, head of the Emden works council. In order to counteract the weakening demand, Volkswagen and the works council would like to see suitable framework conditions and support from politicians. "This includes charging infrastructure, but also an electricity price for the company that encourages people to buy an electric car," said Daniela Cavallo, head of the central works council. VW core brand boss Thomas Schäfer also warned, "The transformation will certainly not succeed with the principle of hope alone." He added that policymakers need to think about competitive electricity prices and specific purchase incentives for private and commercial customers. "For this, we need decisions - and we need them now," Schäfer said. Minister President Weil has already pleaded for further government incentives for the purchase of electric vehicles and for the continuation of the so-called company car privilege. https://lnkd.in/gsV8C74D

Plans for producing JLR #electricvehicles in tandem with Tata Motors Avinya #evs on Jaguar’s 800 Volt Electric Modular Architecture (EMA) platform in India are closer to reality. Parent company #tata is expected to build a new #electricvehicle assembly facility in Ranipet, in Tamil Nadu, with an initial capacity of of 200,000 vehicles per year. With production expected to be split between 1/3 Tata Avinyas and 2/3 Jaguar #bevs, its clear that the #jlr EVs are destined for export. The announcement comes as #tesla CEO Elon Musk prepares to visit Indian Prime Minister Narendra Modi at the end of April. Tesla is expected to to announce their commitment to to building a Gigafactory in India whose output will be dedicated primarily to to export. Almost instantly, India will go from producing a handful of EVs per month to becoming a major export hub for two multinational electric vehicle #oems. This development comes as India is finalizing its own free trade agreement with the United Kingdom, which would all but guarantee that Indian-produced Jaguar #batteryelectricvehicles return an immediate profit. #automotiveindustry #ev #oemsuppliers #batteries #automobilindustrie #india #forecasting #autoforecastsolutions https://lnkd.in/enEkyKee

"Denza was founded in 2010 as a joint venture between BYD and Daimler, each holding a 50 percent stake at the time. In February 2022, the Daimler brand was rebranded as Mercedes-Benz. BYD's stake in Denza increased to 90 percent in 2022." Excellent reason not to buy $MBG stock. This is unfolding story, across multiple market segments, of the death of Western arrogance. Of course, it won't just lay down and die, but the outcome is already clear. China EV is now unstoppable. There will be 100% tariffs in the USA, but China does not give a shit. That market is not the future. With the benefit of greatly simplified EV chassis platforms and mass battery manufacture the price point will just keep going lower. That opens up a truly massive unfulfilled opportunity in emerging markets. The car market in aggregate, is about to grow massively in unit terms. It needs to as the price point sweet spot is 75% lower. China can meet that target. The West does not stand a snowflake's chance in hell of hitting it.

German Automotive Industry is being disrupted on so many levels 2024-2025. 11k USD EVs, 25k USD for 500km range middle-class EVs. Brace for impact. https://lnkd.in/esEtEyiX