The End of Toyota & VW? How BYD is Leading the EV Charge!
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- เผยแพร่เมื่อ 14 ต.ค. 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.
Wrong!
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.
There will be a lot of kicking, screaming and protectionism. These folks are much bigger than Nokia and Kodak.
This seems like the same situation with Mazda and Subaru
All Japanese automakers didn't believe the EV transformation was going to happen and didn't plan for it. After they got so far behind they had to try to switch to misinformation to try and slow it down.
@@frankcoffey Toyota has been throwing money at Republicans in the US for more than a decade begging them to stop or stall clean air legislation!
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.
That is it!
@@paulo3564the data says otherwise. Their hybrids are the most reliable and sells alot. They suck at EVs though
Toyota has No Problems at all!
Thats Karma for VW diesel gate
*Karma* keeping Very Bad leadership intact at VW ?
Yeah, serve them right for making all the lies in the media.
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.
Hope is not a strategy
Great Duo!
Someone show SMR’s Tesla price predictions he put for Tesla back in 2020. He has been wrong, confident and wrong
In the UK I'm sure Toyota will convince people to buy their junk cars for years to come, I'm not saying your average Brit is gullible but we did vote to leave the EU and get all the benefits, more immigration, higher prices for food and basic goods, less Investment, so Toyota you should be safe in the UK for years to come
Best video of the decade about automobile industry nobody's want to listen. 💯🔥🙈🙉
It will be hard were i live. We have VW factory and the workers agrees with that hat guy.
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
They have more time than 3-4 years. Trust me. The Western people and so backward thinking they are in no rush to adopt EVs line Chinese or Norwegian.
@@i6power30 "backward thinking" is a little harsh. There are large parts of the United States and Canada where a BEV is simply not practical. When the range is improved, and every gas station has added a few charging ports, I think it will be a much better situation. It will also help if EVs come down in price.
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.
They have insane debt, who will forgive that? They basically have no money to retool and switch supply chains to make EVs in volume. Plus, apparently no one at VW knows how to set the time on a VCR. They're completely inept at software and UI design
Toyota Mirai is a dead horse that Toyota keeps beating it...
Imagine how the buyers are going to feel about the Toyota brand after that experience.
The depression will clear the field.
I’ve heard many car reviewers say the BYD dolphin is a great car and shouldn’t be overlooked .
And the US is desperate to keep BYD cars out of N. America.
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.
@@michaelnurse9089 Precisely. The problem is not that VW dont have EVs. It's that they can't manufacture enough nor earn money on them.
Biggest carcompanys in 2030,Toyota number one,Volkswagen group number two and BYD number three!Tesla maybe number eight!
Sorry I must of missed them... what competitive VW EV's?
In China they sell the ID3 for £12,000 but with better Chinese software and there're still not selling enough.
In the UK there're selling the ID Buzz for almost £60,000, if it was £30,000 then I'd call it competitive.
Toyota had designed and produced a manufactured forever house. Maybe they should ramp that up.
Hydrogen car are in high demand in Ukraine. They’re literally using them as bomb. 😂
Death Spiral is the word that describes VW and Toyota. They will be parts stores.
No Its Tesla that is going down!
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👍
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
That's probably Huawei, there's rumors that Huawei is the one that actually created the new lithography machine that can produce 60 nm chips, not the SMEE that everybody previous though. If it's true that Huawei is the one who actually built it, it means their lithography machine breakthroughs are very fast and there's a high hope that they will soon become the true rival of ASML.
@@directxxxx71
Yup. The current dumb trade war is already backfiring as Americans can't buy Chinese EVs which offer superior value. Even American industries are being hurt. American EV makers are pressured not to use or license CATL battery tech which sets back America's EV industry too.
It's very plausible China will catch up in a few years in semiconductors like they have done with every else. Imagine in a few years we can't buy chips from China that are better than we what can produce.
America is basically sanctioning itself from an economy that in the not too distant future will dwarf the size of the American economy.. Rather than just pragmaticlly working with China by letting them set up factories in America, like China did with the US companies for decades, nationalist ego has taken over rather than common sense.
No Its the end for Tesla!
I've heard the forecasted death of Toyota for quite a while on Tesla-inspired channels, and I think they deserve to collapse, given how much they've delayed the transition to EV's. But I'm afraid that we in the US have given them a life line for many years to come.
In the US, we essentially cannot buy a Chinese-made EV, and since both the Trump and Harris administration are all-in regarding tariffs, I don't see that China will penetrate the US market in a substantial way for a long time. That leaves Tesla to provide nearly all the EVs in the US, but right now, I see Tesla focused more on autonomy and less on building a low-cost EV. People in the US are very happy to continue buying and driving polluting vehicles that the rest of the world sees as crazy. I mean, how many pickup trucks are driving around suburban moms' kids, never to see a single brick sitting in their pickup bed?
Tell me I'm wrong, because I hope I am, but after Tesla's event, I see a slowdown in the transition to EVs in the US.
The debt is way more as of today $300million
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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.
Toyota is fine,you better worry about Tesla!
It's going to take longer than you think. In the Western automotive culture, ice still dominates popularism just by looking at the most popular car related TH-cam channels by subsctiber counts.
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.
What is up with wearing the baseball hat the wrong way, indoors? Is the dude bald? The dude comes across as a deluded home schooled hardcore Christian fundamentalist who has adopted another fundamentalism i.e. Elonism.
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
Both of you are like a sports writers...you have your opinions but have no experience playing the game and in the end are always wrong.
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.
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…
@@macioluko9484cars are mandatory,
Movies are not. False comparison
Nokia was the first when IPhone and Android appears...
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.
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.
China went the EV route because western hegemon are badmouthing them being the contributor to climate disaster. China took the bashing silently from the hegemon and excel in the game.
Here in the U.S. Toyota has a strong brand following so doubt they going bankrupt, but with that said Toyota need to get there ev up running and cut there losses on hydrogen it going nowhere.