A lot of insights here 1. The software is gonna play a major role in the EV market, manufacturing & after sale services as well. 2. On the end user perspective the fuel burn cost is drastically reduced 3. This is the right time to provide software services and support to our Auto- manufacturers
19:32 technical correction: It's possible for EVs to have a proper water proofing so they can run even when they're half submerged. This is not possible with ICE vehicles as they have air intake and exhaust valves
Exactly. EVs don't require a supply of oxygen to operate like ICE vehicles which, especially in offroad vehicles, can lead to quite high water wading capacities.
There are ways to solve that problem in ICE though. Most good offroaders have inlet pipe extended till the roof. And exhausts are air tight so only one way movement of gases is allowed and this can be seen in two wheelers also which wade in water levels above the exhaust outlet.
@@shannum23 lol but the roof mounted inlet is not available on Wagon R for regular city use so it's moot. No, exhausts are NOT air tight, if they were no gases could escape lol, they have positive pressure coming from the engine (piston movement pushes the gases out) so they are able to work for a small time when submerged.
Few small suggestions Varun bro....u may consider it.. 1. Swalpa Bgm volume Kammi maadi 2.I know you are making this video for Global audience but Try giving measurements in Kms rather than Miles and Currency in Rupees rathet than in Dollars....becoz we are not used to those and we can't even relate it 3. Don't think about the duration of Video... There are hardcore fans of u who watch the informative Business case studies.... ❤
Bro jo bhi term $ me hai bas uske aage 2 zeroes lagate jao Rs me convert krne ke liye it's that simple (note Considering $=100rs which is soon going to be) And 2km is 1 mile(approx) it is also very simple And 10M cars agr hai example me to bas ek decimal shift kr do i.e. 1 and Cr lagado i.e. 1Cr. Similarly 100M =10Cr (here M=Million,Cr=Crore)
@@ShreyashPatil1811 correction. 1 mile = 1.6 km and 1$ = Rs.83 and no it won't reach Rs.100 anytime soon. And we don't need to use US measurement systems. India has it's own measurement system and in that we use Kms instead of miles and rupees instead of dollars.
Thumba chennagide ee EV business detailed case study Varun Mayya... Bro.... Very must detailed video and don't think about the duration of the breakdown videos here becoz ppl are there to watch these kind of business oriented educative video especially... from u ❤ I STRONGLY THINK THIS CHANNEL WILL TOUCH 1M subs sooner than thr avey tv channel.... Even though i need both the channels to touch 1m subs soon❤ becoz AveyTv is also too good....
There are a lot of EVs even in a town like mine, it has a great future. I'll have to wait for at least 6 years to buy a good one at a low price if Tesla doesn't come soon. One more issue is the internet connectivity for the car, the cost.
Impressive. I disagree on one point of the android model. The ODM's that work on the Android based model, like the ones' mentioned, have been importing (i.e white labeling) without a deeper idea/ control over the parts that are not made in house. Unlike software, hardware will take longer tenure to establish that trust and relationship on the imported parts since any issue currently is only leading replacement of that particular part. Besides majority of the mishaps that have occurred are under the ODM models. Vertical integration in hardware is a sustainable model to have complete technical control on your models. But indeed great insights 1. TCO of EV or ICE 2. Software integration: SOH: could also help in the insurance and close control monitoring 3. Analogy if EVs built like phones or consumer electronics rather than steam engines
6:18 hey there are more moving parts in ice compared to ev or more moving parts in old style ice compared to mordern ice?? 13:02 why ,what's that software problem why we they require a lot of R&D to produce ev for india?
🎯 Key Takeaways for quick navigation: 00:18 Electric *vehicles (EVs) are projected to boom in India, and there are significant commercial opportunities within the EV ecosystem.* 01:28 Building *electric vehicles is different from traditional cars; it's more akin to building a mobile phone. Opportunities within EVs include creating apps for the EV ecosystem, similar to Android or iPhone apps.* 02:15 Electric *vehicles include two-wheelers, three-wheelers, and four-wheelers. The total cost of ownership for two-wheeler EVs has become positive, especially with government subsidies, and is expected to be TCO positive for four-wheelers by 2023.* 03:51 The *cost breakdown of EVs includes down payment, vehicle cost, registration, interest, insurance, energy, maintenance, and salvage value. The significant cost is the vehicle itself, making EVs financially competitive.* 05:13 EVs' *total cost of ownership is decreasing, and by 2030, India is expected to have 12 million two-wheeler EVs, 340k three-wheelers, and a million four-wheeler EVs on the road.* 06:23 The *engineering of EVs is less complicated than traditional vehicles, with fewer moving parts, smaller assembly lines, and a subscription-based approach by OEMs.* 07:20 EVs *might initially cost more (0-60% higher), but this is changing with subsidies, and experts believe costs will decrease by half by 2030.* 08:31 The *key components of an EV include the battery pack (mainly lithium-ion), electric motor, powertrain, and inverter. Battery technology is evolving, with innovations like the BYD blade battery.* 09:42 Battery *health impacts resale value, and Tesla's advanced battery packs maintain over 80% state of health after significant mileage. Battery management systems and safety regulations (ais156) contribute to EV safety.* 11:21 The *cost of battery packs is decreasing, with a projection to be less than half the current prices by 2030, promoting affordability and widespread adoption of EVs.* 12:49 EVs *have fewer parts in the electric motor, making them easier to maintain and replace. The powertrain, which controls energy flow, contributes to the efficiency and comfort of driving an EV.* 14:51 India's *EV industry faced a cold start problem, including the lack of good vehicles, component manufacturers, charging infrastructure, and financing options. However, progress is being made with the rise of OEMs, regulations, and incentives.* 15:49 Charging *infrastructure in India is evolving, with opportunities for app development to locate and manage charging stations. Battery swapping and fast charging are addressing range anxiety.* 16:31 Financing *options are improving with lower interest rates, and data on second-hand EVs is increasing, providing insights into the resale market.* 17:55 Opportunities *for businesses include software development for OEMs, as they transition to more connected and software-dependent vehicles. The lower barrier for entry will lead to more brands, promoting competition and reducing end-product prices.* 18:50 Electric *vehicles (EVs) in India offer features like remote diagnostics, personalization, and better thermal management. Two-wheelers show the fastest EV adoption, mainly due to subsidies.* 19:18 Challenges *specific to India include energy drain from potholes and potential issues with water, making EVs less suitable for flooded areas like Bangalore.* 20:00 The *EV industry presents diverse job opportunities, from manufacturing to servicing, personal commute, and fleet ownership. OEMs can follow either the in-house iOS model or the more flexible Android model for component sourcing.* 21:40 Brand, *distribution, and after-sales service are crucial for EV OEMs, with a shift towards multi-brand dealerships expected due to the variety of EV models.* 22:38 Tesla's *success in EVs is attributed to direct ties with chip suppliers, lower labor costs through automation, and minimal advertising. Branding, distribution, and software play key roles in EV success.* 24:03 EVs *integrate software for telematics, media, entertainment, GPS, navigation, and driver behavior data. On-demand services, security features, and potential for spam ads are part of the evolving EV software landscape.* 25:42 Opportunities *in distribution include the rise of multi-brand dealerships, online sales channels, and the growing importance of software as a selling point for cars.* 27:34 The *charging station sector offers opportunities in aggregation, with companies like Statiq and Electric Pay contributing to the expansion of charging infrastructure. Recycling of degraded battery packs also presents a business opportunity.* 28:14 The *overview of EV insights is derived from a comprehensive 187-slide report by Bloom Ventures, aimed at providing in-depth knowledge about EVs in India. The channel focuses on in-depth breakdowns for a niche audience interested in business and investment.* Made with HARPA AI
I don't know how one can claim that EV is as cost effective as ICE. Here're some of my concerns (I am no expert and don't claim any below info to be 100% true): - Initial Cost: upfront cost of any EV should be compared to other cars in its segment like Nexon EV with Nexon ICE, Sonet, etc and so on. I don't know about two wheelers but 4 wheelers EV are on average 40-50% expensive than their ICE counterparts or vehicles in same segment. - Resale : This if follow up to previous point, We can judge resale of ICE vehicles but one would be very specticle buying a used EV when its out of warrenty. I don't think EV resale would be anywhere closer to ICE models adding more cost on top of initial investement. - Utilization : The extra cost of owning a EV can only be recovered by someone who travel a lot but a person like that would go to different places usually outside city and he have to think about charging stations, etc in the way but still that way you can recover the extra cost of EV but if a person has very little monthly run why would he want to invest in EV, It simply don't make sence even considering mainance, fuel, etc cost of ICE vehicles. - Aspiration: Car is aspiration to us indians why would anyone buy a Tiago EV when he can buy a Nexon ICE at same cost, I mean even if his Tiago is EV it would still be considered small car by other people. There's a reason why Nano didn't sell in indian market. - Practicality : ICE cars can be top up at fuel station in around 5-10 minutes considering traffic, etc but an EV has to stop at dedicated charging spot for atleast an hour and that too when charger is fast one and working perferectly fine. Now imagine when all people had EV and they'll block the charging stations for 1hour each, How much congestion would that create and people are careless they will forgot to charge their cars very often.
17:17 trust me you do not want to overclock your car to charge faster, it can cause various other problems and even cause the battery to catch fire due to thermal over run. there is a specific speed that is tested for a battery to charge at that maufacturers test for so it is not recommended. Also manufacturers can put a screens and all other features in ICE cars eg - mercedes benz s class.
### Slide 1: Current Penetration & Cost of Ownership Reduced **Title:** Electric Vehicle Penetration and Reduced Cost of Ownership **Content:** - *Introduction (**00:04**-**01:01**):* - Electric vehicles (EVs) projected to boom in India. - EVs are a significant part of the future, with a focus on new technology. - EV boom expected to continue, making them a long-term investment. - *Cost of Ownership (**01:14**-**03:39**):* - The report emphasizes a shift in building EVs compared to traditional vehicles. - EVs built with a smartphone-like approach, creating opportunities for app development. - **Key Point:** The total cost of ownership (TCO) for four-wheeler passenger cars is becoming positive, with and without subsidies. - *Government Subsidies and TCO (**03:39**-**07:38**):* - Discussion on government subsidies making four-wheeler EVs TCO positive. - Tata's launch of an affordable EV hatchback contributing to reduced ownership costs. - TCO breakdown highlighting the decreasing costs of various components. - *Engineering Refresher and TCO Trends (**07:38**-**13:00**):* - An engineering refresher on EV components and their impact on TCO. - Challenges faced, including lack of component manufacturers and charging infrastructure. - Trends show a positive shift with more EVs becoming TCO positive. ### Slide 2: Challenges in the Indian Market and Company Responses **Title:** Challenges in the Indian EV Market and Company Responses **Content:** - *Challenges Faced (**13:00**-**14:38**):* - Challenges include difficulty in building suitable vehicles for Indian conditions. - Lack of component manufacturers in India, leading to dependency on China. - Range anxiety due to inadequate charging infrastructure. - Financing challenges due to uncertainty in second-hand EV prices. - *Solutions and Progress (**14:38**-**15:06**):* - Positive changes in the last year, with more OEMs entering the market. - Production link incentive schemes and AIS156 regulations addressing challenges. - Availability of subsidies encouraging OEMs to manufacture components in India. ### Slide 3: Partnership Solutions and Examples **Title:** Partnership Solutions and Hotspots in EV Ecosystem **Content:** - *Partnership Opportunities (**15:06**-**21:40**):* - Opportunities in creating a robust charging infrastructure in India. - Solving the "cold start problem" by encouraging collaboration between OEMs and charging station providers. - Lack of financing options addressed through evolving market conditions. - *Multi-Brand Dealerships and Software (**21:40**-**26:50**):* - The shift towards multi-brand dealerships, offering a variety of EVs. - Importance of software as a selling point for EVs, attracting customers. - The significance of online channels for sales and software-oriented advertising. - *Tesla's Strategic Advantage (**22:38**-**23:07**):* - Tesla's strategic advantages, including direct ties with chip suppliers. - Tesla's ability to modify chips quickly, giving them an edge during chip shortages. - Lower labor costs contributing to a 10% advantage in gross margins. ### Slide 4: Charging Stations and Future Opportunities **Title:** Charging Stations and Future Opportunities **Content:** - *Charging Station Opportunities (**26:50**-**27:19**):* - The need for an aggregator for charging stations to facilitate trip planning. - The growth of charging station networks by companies like StatiC and Electric Player. **Next Steps:** - *Continue Research (**27:19**-End):* - Further exploration of recent developments and partnerships in the EV sector. - Collecting data on TCO reduction trends and penetration statistics over the past 2-3 years. - Identifying specific examples of partnerships and hotspots in the Indian EV ecosystem. This structure provides a comprehensive overview of the current state of electric vehicles in India, challenges faced, responses from companies, and the role of partnerships in addressing these challenges.
You forgot to mention about charging infrastructure currently in India. Your research looks like it till 2020. See Tata EZ Charge they have 5500+ online charging stations. See Tata Nexon EV Max creating new records of travelling 4005 km in 95 hours from Kashmir to Kanyakumari. You're correct with apps, Nexon and other cars already have it.
Would love to have a breakdown of the shipping industry, not in terms of the logistics. But the running of a ship on technical and engineering parameters with the regulations regarding climate change
Also MKBHD just dropped a video on the fully electric Supercar...Rimac Nevera ...which has broken the record to be the world's fastest car. (In terms of pickup speed)
A lot of insights here
1. The software is gonna play a major role in the EV market, manufacturing & after sale services as well.
2. On the end user perspective the fuel burn cost is drastically reduced
3. This is the right time to provide software services and support to our Auto- manufacturers
I am a blooming ux designer, and I am glad I came across this video.
This video is going to be the one of best video I have even seen.
19:32 technical correction:
It's possible for EVs to have a proper water proofing so they can run even when they're half submerged. This is not possible with ICE vehicles as they have air intake and exhaust valves
Exactly. EVs don't require a supply of oxygen to operate like ICE vehicles which, especially in offroad vehicles, can lead to quite high water wading capacities.
Plus breeze in higher altitude
There are ways to solve that problem in ICE though. Most good offroaders have inlet pipe extended till the roof. And exhausts are air tight so only one way movement of gases is allowed and this can be seen in two wheelers also which wade in water levels above the exhaust outlet.
Teslas can survive in water for sure. Water proofing was an old problem
@@shannum23 lol but the roof mounted inlet is not available on Wagon R for regular city use so it's moot. No, exhausts are NOT air tight, if they were no gases could escape lol, they have positive pressure coming from the engine (piston movement pushes the gases out) so they are able to work for a small time when submerged.
Real varun mayya is back ❤❤❤❤
All Varun is real Varun only, except AI Varun
Is he though .
@@Civilclipshe's using that to gain more numbers
How many youtube channel does he has 😂
Now that’s the content the viewers need, not just some random shorts and clickbaits to waste the time 🙌🏼
This is the kind of content I think most of us wanted for so long
Great work bro
Few small suggestions Varun bro....u may consider it..
1. Swalpa Bgm volume Kammi maadi
2.I know you are making this video for Global audience but Try giving measurements in Kms rather than Miles and Currency in Rupees rathet than in Dollars....becoz we are not used to those and we can't even relate it
3. Don't think about the duration of Video... There are hardcore fans of u who watch the informative Business case studies.... ❤
Bro jo bhi term $ me hai bas uske aage 2 zeroes lagate jao Rs me convert krne ke liye it's that simple (note Considering $=100rs which is soon going to be)
And 2km is 1 mile(approx) it is also very simple
And 10M cars agr hai example me to bas ek decimal shift kr do i.e. 1 and Cr lagado i.e. 1Cr. Similarly 100M =10Cr (here M=Million,Cr=Crore)
@@ShreyashPatil1811fantasies at its peak
@@ShreyashPatil1811 correction. 1 mile = 1.6 km and 1$ = Rs.83 and no it won't reach Rs.100 anytime soon. And we don't need to use US measurement systems. India has it's own measurement system and in that we use Kms instead of miles and rupees instead of dollars.
@@aasamspb967Yo . The guy oversimplified calcualtion 😂
you should provide your slides of data also , thank you for a great breakdown ❤
Keep up the good work Varun!!! waiting for many more breakdowns👍
3:59 You need to correct the graph. The above curve must be ICE, and the bottom one must be EV (with subsidy).
Man this is a gold mine
NO matter what anyone says, WE NEED A REVOLUTION IN THE BATTERY TECHNOLOGY
Thumba chennagide ee EV business detailed case study Varun Mayya... Bro....
Very must detailed video and don't think about the duration of the breakdown videos here becoz ppl are there to watch these kind of business oriented educative video especially... from u ❤
I STRONGLY THINK THIS CHANNEL WILL TOUCH 1M subs sooner than thr avey tv channel.... Even though i need both the channels to touch 1m subs soon❤ becoz AveyTv is also too good....
This was great Varun, thank you for producing this 🙏
Quality content. Great editing, great logo, great branding and well-narrated.
There are a lot of EVs even in a town like mine, it has a great future. I'll have to wait for at least 6 years to buy a good one at a low price if Tesla doesn't come soon. One more issue is the internet connectivity for the car, the cost.
This video is such a Masterpiece!! Love It!!
Impressive. I disagree on one point of the android model. The ODM's that work on the Android based model, like the ones' mentioned, have been importing (i.e white labeling) without a deeper idea/ control over the parts that are not made in house. Unlike software, hardware will take longer tenure to establish that trust and relationship on the imported parts since any issue currently is only leading replacement of that particular part. Besides majority of the mishaps that have occurred are under the ODM models. Vertical integration in hardware is a sustainable model to have complete technical control on your models.
But indeed great insights
1. TCO of EV or ICE
2. Software integration: SOH: could also help in the insurance and close control monitoring
3. Analogy if EVs built like phones or consumer electronics rather than steam engines
What is future for retail partners in ev sector as many companies are selling their vehicles online?
Keep it up. Pls come out with more such digged info topics. Thanks a lot. And each week one or two episodes pls come up.
varun never disappoints ❤ thanks for making such high effort content
Bro Thank you For Sharing This Report by Blume Ventures.
Keep Sharing this kind of Reports with us so that we stay knowledgeable just like you.
3:57 is this graph accurate?
6:18 hey there are more moving parts in ice compared to ev or more moving parts in old style ice compared to mordern ice??
13:02 why ,what's that software problem why we they require a lot of R&D to produce ev for india?
Love it !!!!! ❤ more V-TIME
This could be a legit web series. Ready to pay for such content india centric content. Great concept!
🎯 Key Takeaways for quick navigation:
00:18 Electric *vehicles (EVs) are projected to boom in India, and there are significant commercial opportunities within the EV ecosystem.*
01:28 Building *electric vehicles is different from traditional cars; it's more akin to building a mobile phone. Opportunities within EVs include creating apps for the EV ecosystem, similar to Android or iPhone apps.*
02:15 Electric *vehicles include two-wheelers, three-wheelers, and four-wheelers. The total cost of ownership for two-wheeler EVs has become positive, especially with government subsidies, and is expected to be TCO positive for four-wheelers by 2023.*
03:51 The *cost breakdown of EVs includes down payment, vehicle cost, registration, interest, insurance, energy, maintenance, and salvage value. The significant cost is the vehicle itself, making EVs financially competitive.*
05:13 EVs' *total cost of ownership is decreasing, and by 2030, India is expected to have 12 million two-wheeler EVs, 340k three-wheelers, and a million four-wheeler EVs on the road.*
06:23 The *engineering of EVs is less complicated than traditional vehicles, with fewer moving parts, smaller assembly lines, and a subscription-based approach by OEMs.*
07:20 EVs *might initially cost more (0-60% higher), but this is changing with subsidies, and experts believe costs will decrease by half by 2030.*
08:31 The *key components of an EV include the battery pack (mainly lithium-ion), electric motor, powertrain, and inverter. Battery technology is evolving, with innovations like the BYD blade battery.*
09:42 Battery *health impacts resale value, and Tesla's advanced battery packs maintain over 80% state of health after significant mileage. Battery management systems and safety regulations (ais156) contribute to EV safety.*
11:21 The *cost of battery packs is decreasing, with a projection to be less than half the current prices by 2030, promoting affordability and widespread adoption of EVs.*
12:49 EVs *have fewer parts in the electric motor, making them easier to maintain and replace. The powertrain, which controls energy flow, contributes to the efficiency and comfort of driving an EV.*
14:51 India's *EV industry faced a cold start problem, including the lack of good vehicles, component manufacturers, charging infrastructure, and financing options. However, progress is being made with the rise of OEMs, regulations, and incentives.*
15:49 Charging *infrastructure in India is evolving, with opportunities for app development to locate and manage charging stations. Battery swapping and fast charging are addressing range anxiety.*
16:31 Financing *options are improving with lower interest rates, and data on second-hand EVs is increasing, providing insights into the resale market.*
17:55 Opportunities *for businesses include software development for OEMs, as they transition to more connected and software-dependent vehicles. The lower barrier for entry will lead to more brands, promoting competition and reducing end-product prices.*
18:50 Electric *vehicles (EVs) in India offer features like remote diagnostics, personalization, and better thermal management. Two-wheelers show the fastest EV adoption, mainly due to subsidies.*
19:18 Challenges *specific to India include energy drain from potholes and potential issues with water, making EVs less suitable for flooded areas like Bangalore.*
20:00 The *EV industry presents diverse job opportunities, from manufacturing to servicing, personal commute, and fleet ownership. OEMs can follow either the in-house iOS model or the more flexible Android model for component sourcing.*
21:40 Brand, *distribution, and after-sales service are crucial for EV OEMs, with a shift towards multi-brand dealerships expected due to the variety of EV models.*
22:38 Tesla's *success in EVs is attributed to direct ties with chip suppliers, lower labor costs through automation, and minimal advertising. Branding, distribution, and software play key roles in EV success.*
24:03 EVs *integrate software for telematics, media, entertainment, GPS, navigation, and driver behavior data. On-demand services, security features, and potential for spam ads are part of the evolving EV software landscape.*
25:42 Opportunities *in distribution include the rise of multi-brand dealerships, online sales channels, and the growing importance of software as a selling point for cars.*
27:34 The *charging station sector offers opportunities in aggregation, with companies like Statiq and Electric Pay contributing to the expansion of charging infrastructure. Recycling of degraded battery packs also presents a business opportunity.*
28:14 The *overview of EV insights is derived from a comprehensive 187-slide report by Bloom Ventures, aimed at providing in-depth knowledge about EVs in India. The channel focuses on in-depth breakdowns for a niche audience interested in business and investment.*
Made with HARPA AI
Varun Mayya = Value,Quality,Future Proof Knowledge. Man Huge respect for you dedication
needed this type of videos which talk about technology & upcoming opportunities in tech.
So much information, so much quality and so much to talk about. Man I have to watch it again and make notes. Thanks Varun. Keep growing.
Hi Varun!
I am learning a lot from your channels.
Thank you very much.
Please try to make videos on the topic like AI, startup culture etc in depth.
King of long form content 🎉🎉
This is what I've been dreaming of, shit which is specific,detailed and concise . Thank you varun
Quality more than quantity, good work
This new channel looks promising.
The quality you are providing to 😅
us really appreciated 🙏🙏
This is absolutely amazing! Better than Think School even
I’m kinda happy that Varun also uses “Cello Gripper” like me
I am ready to pay for such a well researched content ❤🎉
+1
This in depth long videos is what we subscribe you for❤️🔥. Subscribed!
I don't know how one can claim that EV is as cost effective as ICE. Here're some of my concerns (I am no expert and don't claim any below info to be 100% true):
- Initial Cost: upfront cost of any EV should be compared to other cars in its segment like Nexon EV with Nexon ICE, Sonet, etc and so on. I don't know about two wheelers but 4 wheelers EV are on average 40-50% expensive than their ICE counterparts or vehicles in same segment.
- Resale : This if follow up to previous point, We can judge resale of ICE vehicles but one would be very specticle buying a used EV when its out of warrenty. I don't think EV resale would be anywhere closer to ICE models adding more cost on top of initial investement.
- Utilization : The extra cost of owning a EV can only be recovered by someone who travel a lot but a person like that would go to different places usually outside city and he have to think about charging stations, etc in the way but still that way you can recover the extra cost of EV but if a person has very little monthly run why would he want to invest in EV, It simply don't make sence even considering mainance, fuel, etc cost of ICE vehicles.
- Aspiration: Car is aspiration to us indians why would anyone buy a Tiago EV when he can buy a Nexon ICE at same cost, I mean even if his Tiago is EV it would still be considered small car by other people. There's a reason why Nano didn't sell in indian market.
- Practicality : ICE cars can be top up at fuel station in around 5-10 minutes considering traffic, etc but an EV has to stop at dedicated charging spot for atleast an hour and that too when charger is fast one and working perferectly fine. Now imagine when all people had EV and they'll block the charging stations for 1hour each, How much congestion would that create and people are careless they will forgot to charge their cars very often.
This is great channel. This is the first time I will be following a channel from its very first video. All the best, looking forward for more.
17:17 trust me you do not want to overclock your car to charge faster, it can cause various other problems and even cause the battery to catch fire due to thermal over run. there is a specific speed that is tested for a battery to charge at that maufacturers test for so it is not recommended.
Also manufacturers can put a screens and all other features in ICE cars eg - mercedes benz s class.
Great Video + Great Initiative towards this YT channel 👏🏼👏🏼👏🏼
### Slide 1: Current Penetration & Cost of Ownership Reduced
**Title:** Electric Vehicle Penetration and Reduced Cost of Ownership
**Content:**
- *Introduction (**00:04**-**01:01**):*
- Electric vehicles (EVs) projected to boom in India.
- EVs are a significant part of the future, with a focus on new technology.
- EV boom expected to continue, making them a long-term investment.
- *Cost of Ownership (**01:14**-**03:39**):*
- The report emphasizes a shift in building EVs compared to traditional vehicles.
- EVs built with a smartphone-like approach, creating opportunities for app development.
- **Key Point:** The total cost of ownership (TCO) for four-wheeler passenger cars is becoming positive, with and without subsidies.
- *Government Subsidies and TCO (**03:39**-**07:38**):*
- Discussion on government subsidies making four-wheeler EVs TCO positive.
- Tata's launch of an affordable EV hatchback contributing to reduced ownership costs.
- TCO breakdown highlighting the decreasing costs of various components.
- *Engineering Refresher and TCO Trends (**07:38**-**13:00**):*
- An engineering refresher on EV components and their impact on TCO.
- Challenges faced, including lack of component manufacturers and charging infrastructure.
- Trends show a positive shift with more EVs becoming TCO positive.
### Slide 2: Challenges in the Indian Market and Company Responses
**Title:** Challenges in the Indian EV Market and Company Responses
**Content:**
- *Challenges Faced (**13:00**-**14:38**):*
- Challenges include difficulty in building suitable vehicles for Indian conditions.
- Lack of component manufacturers in India, leading to dependency on China.
- Range anxiety due to inadequate charging infrastructure.
- Financing challenges due to uncertainty in second-hand EV prices.
- *Solutions and Progress (**14:38**-**15:06**):*
- Positive changes in the last year, with more OEMs entering the market.
- Production link incentive schemes and AIS156 regulations addressing challenges.
- Availability of subsidies encouraging OEMs to manufacture components in India.
### Slide 3: Partnership Solutions and Examples
**Title:** Partnership Solutions and Hotspots in EV Ecosystem
**Content:**
- *Partnership Opportunities (**15:06**-**21:40**):*
- Opportunities in creating a robust charging infrastructure in India.
- Solving the "cold start problem" by encouraging collaboration between OEMs and charging station providers.
- Lack of financing options addressed through evolving market conditions.
- *Multi-Brand Dealerships and Software (**21:40**-**26:50**):*
- The shift towards multi-brand dealerships, offering a variety of EVs.
- Importance of software as a selling point for EVs, attracting customers.
- The significance of online channels for sales and software-oriented advertising.
- *Tesla's Strategic Advantage (**22:38**-**23:07**):*
- Tesla's strategic advantages, including direct ties with chip suppliers.
- Tesla's ability to modify chips quickly, giving them an edge during chip shortages.
- Lower labor costs contributing to a 10% advantage in gross margins.
### Slide 4: Charging Stations and Future Opportunities
**Title:** Charging Stations and Future Opportunities
**Content:**
- *Charging Station Opportunities (**26:50**-**27:19**):*
- The need for an aggregator for charging stations to facilitate trip planning.
- The growth of charging station networks by companies like StatiC and Electric Player.
**Next Steps:**
- *Continue Research (**27:19**-End):*
- Further exploration of recent developments and partnerships in the EV sector.
- Collecting data on TCO reduction trends and penetration statistics over the past 2-3 years.
- Identifying specific examples of partnerships and hotspots in the Indian EV ecosystem.
This structure provides a comprehensive overview of the current state of electric vehicles in India, challenges faced, responses from companies, and the role of partnerships in addressing these challenges.
Much underrated creator
OG Varun is back...!!🔥
This channel gonna blow up soon 📈…. Keep creating quality vids brother
Now this is some killer Content. ✨🌼
Impressed!. Good insights of EV market.
This is supreme quality content💯
Thanks Varun!
Man I suspected it was Varun from the thumbnail but I thought maybe it's not but hey I was wrong and that's a nice surprise, good stuff man 🎉
I just realised today that where ever I see Varun I'm subscribing to that channel
What about the cost of replacing the battery?
You missed the Tata Power Charging station efforts 😮
please attach the report also, so that viewers can also read in detail.
Loved it Varun - congratulations on starting this
We need long form content ,🔥🔥🔥
How do I get my hands on reports like these first hand
love varun's passion for educating us with interesting contents
I remember Varun appreciating Tammay Bhats youtube funnel. It’s nice to see Varun implementing a similar model
Can you provide a play list on this channel that has all the breakdown videos of aevy tv
What does it mean to be TCO positive?
You forgot to mention about charging infrastructure currently in India. Your research looks like it till 2020.
See Tata EZ Charge they have 5500+ online charging stations.
See Tata Nexon EV Max creating new records of travelling 4005 km in 95 hours from Kashmir to Kanyakumari.
You're correct with apps, Nexon and other cars already have it.
Thanks sir
Loved the video.
Please update the report link, i am unable to get the report myself for a more detailed study.
This was helpful thankyou varun,missing your CERO sereis.
@breakdown, the link to the report is not working. Please do check and update. Thanks!
Whoa...Things are getting serious with Varun when it comes to in depth research videos.
(Glad to be here before the 10K subscriber mark :)
Very informative, Thanks for sharing.
This channel is the next big thing
15:31 Who else is thinking of solving this problem?
There is already an app called Ionage solving this problem
Would love to have a breakdown of the shipping industry, not in terms of the logistics. But the running of a ship on technical and engineering parameters with the regulations regarding climate change
Cool vdio
23:27 bro INDIA and US markets are different. are you Focussing on Amercian consumer or our countries consumer??
The Blume Report link does not open
I think charging is not a problem as of now. People can charge vehicles on cafes and restaurants with an extension cable and paying them adequet money
Gettign to learn the the engineering perspective is better. Good job man. subscribed
Very good update please tell TATA TO MAKE EV PICKUP
@ 4.58 : the energy cost for EV is listed as Rs 13,420 ( 5 years) which translates to Rs 7.35 per day. Is my understanding correct !
Amazing video but plz give all the sources you refered In the discription
How many youtube channels are you starting ?
@breakdown
COuld you share the Doc link,
The description link is showing Not found.
Hi Varun, Can you please tell which camera are you using to shoot this?
Quality of video is at par. Excellent!
you make sense for india.
Unable to access the blume report, can someone share the link
Brother how many youtube channel do you have/will create ?
Cant click on the document link. Please reshare the report link
Extremely informative !
Awesome video. Hope this starts bringing more creators with in-depth content.
Perfect video length and explanation for a breakdown.
I want more!!
Great in depth insights!
Varun bro make indepth research about BLOCKCHAIN TECHNOLOGY like this version of video
The timing just when Lamborghini unveiled concept EV SUV
Also MKBHD just dropped a video on the fully electric Supercar...Rimac Nevera ...which has broken the record to be the world's fastest car. (In terms of pickup speed)
How many youtube channels have you got ?
Excellent research and perfect presentation ... cheers
Great Video. Keep up the good work!!