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Traditional automakers largely got trapped in the innovator's dilemma. China had no attachment to ICE technology and skipped straight to BEV. Dieselgate was a blessing to VW because it forced them to discuss BEVs to save face.

Europe leads the world in legislation and regulation, both good and bad. Their labor laws are the strongest in the world. Manufacturing in Europe can't compete on price, and the price disparity will be significant, so they will regulate and tax imports.



Related is that china's manufacturing is more focused on low cost labour, rather than high skill, intricate (and thus higher cost) work.

Surprisingly, an ICE car is more intricate, and has more labour intensive parts that require a high skill labour force. Things like engine block manufacturing (and design), spark plugs, etc.

Battery EV are actually low labour - after all, motors are not "intricate", as they don't need to contain explosions!

I think that china has, prior to BEV, tried to reach the same level of car manufacturing as europe (ala germany), but has found that no matter what economic policies they put in place, the labour and value chain in china just cannot catch up to the well established ones in europe.

It actually makes sense that china abandon the ICE manufacturing sector, because the BEV sector at the time had no competition, and capitalism (and the innovator's dilemma) has prevented ICE car manufacturers from entering until they see the real demand - but by then, china has fully controlled the supply chain of critical components such as the batteries, minerals and capacity.

I do not believe that europe (or the US) can really catchup without a major shift in technology of the battery.


China is imposing a government mandate on its car industry. It is a top-down solution that is reminiscence of the Soviet Union. If you actually looked closely, you'll that there is a mountain of question businesses tried to extract subsidies from the government.

In reality, China's BEV strategy is going to be disrupted and will be wiped out. It is pursuing a dead end technology that few people want. It will only take a zero emissions technology that costs a lot less to finish off their BEV strategy.


[flagged]


You also broke the site guidelines repeatedly and egregiously in this thread. As you can see, we ban accounts that do that. I'm not going to ban you because it doesn't look like you've been making a habit of it, but I did notice your account breaking the site guidelines recently in other threads, and that's bad:

https://news.ycombinator.com/item?id=37637885

https://news.ycombinator.com/item?id=37622043

Please stop doing this.

If you'd please review https://news.ycombinator.com/newsguidelines.html, we'd appreciate it. Commenters here need to stick to the rules regardless of how badly other commenters are behaving or it feels like they are.


And you're just a brainwashed BEV fanatic. Time to give up on Chinese Communist propaganda. The whole thing is a giant scam and it is destined to fail.


We've banned this account for repeatedly breaking the site guidelines and generally abusing HN. Please see https://news.ycombinator.com/item?id=37654244.




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