News: Passenger Cars, Minivans, and SUVs

2020-08-23

How Does Market Brace for Low Speed EV Impact?

By August 12, after 20 days of product launch, SGMW’s MINI EV will hit a sales record of 15,000 vehicles, making it the world’s fastest car model reaching the threshold of 10,000 units.

Source: D1 EV      Read The Article

Qin Fen
Qin Fen

PSR Analysis: Consider BYD’s electric bus, SGMW’s MINI EV, as well as premium car brands like Tesla: These traditional and emerging automotive OEMs are reformulating rules of the auto game, with their own proprietary technology. 

As a matter of fact, it’s not just the automotive market that needs to brace for the impact of electrification, the off-road market also is trending toward electrification.  The changing markets include passenger car, light commercial vehicle, medium and heavy duty vehicle, forklift, and lawn mower. Will this wave continue to expand to other off-road applications?  How much more will it change the rules of the game?     PSR

Qin Fen is Business Development Manager for Power Systems Research

2020-08-16

Taiwan Audi Teams with Noodoe To Create Pure Electric Living Space

To continue to promote the deployment of electric vehicles in Taiwan, Taiwan Audi officially entered the pure electric vehicle market at the end of 2019 and launched the “E-tron Future” reservation project.

Erik Martin
Erik Martin

To meet the pure electric future, Taiwan Audi has joined hands with strategic partner Noodoe to accelerate the deployment of Taiwan’s charging network. Evaluating home charging station installation and a cloud-based charging operating system paired with Taiwan Audi’s charging solution aims to realize a pure electric mobile life.

From north to south, Taiwan spans only about 500 kilometers.  At the same time, the main population centers are concentrated in the seven largest metropolitan areas. These cities–while clearly defined–are connected by a comprehensive road network that provides excellent advantages in the development of electric vehicles.

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2020-07-26

Hyundai Plant Can Produce 300,000 Car Engines Annually

Hyundai VIA has begun construction on an auto engine plant near St. Petersburg.

Maxim Sakov
Maxim Sakov

The enterprise initially plans to make 240,000 engines per year. Then, the capacity will increase, and the plant will make 300,000 Gamma I engines of 1.6 liters.

The project has been established under a special investment contract. The investors “injected” US$185 million  (13.1 billion Rubles) into the project. The plant will bring about 500 jobs to the city.

Test launch of the plant is planned in Q1 2021, and mass production is scheduled to start in October 2021.     Read The Article

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Hyundai Exports Fuel Cell Trucks To Europe

South Korea’s Hyundai Motor announced on July 6 that it has begun exporting commercial hydrogen fuel cell vehicles (FCVs) to Europe. The company shipped 10 trucks to Switzerland, and it plans to export 1,600 units by 2025 using a long-term lease contract system.

Akihiro Komuro
Akihiro Komuro

Hyundai has set up a joint venture company to build a hydrogen infrastructure in Switzerland; it also plans to develop hydrogen stations and other infrastructure in cooperation with a local company. They plan to use Switzerland as a base for expanding their exports throughout Europe.

The South Korean government is also focusing on the spread of the hydrogen-based society and will appeal to the governments of other countries. The trucks exported this time will be used by the food distribution industry. The route for these trucks is fixed, making it easy to set up the infrastructure for refueling.

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National Grid Joins Switch-on Mode Team

Qin Fen
Qin Fen

In July, MIIT (Ministry of Industry and Information Technology summoned a meeting with local governments, industry associations and automotive companies on battery switch-on implementation.  People attending offered thoughts on implementing battery switch-on operations, sharing recommendations for policy and discussing challenges of proposed actions.

Source: D1 EV     Read The Article

PSR Analysis: Electric vehicle development is facing several different technology road maps.  While the automotive industry prefers plug-in and charging, grid companies are more inclined to favor the battery switch-on mode based on grid reliability. 

Such debate is good for advancing electrification in the auto industry, it is vital to have all participants’ input before promoting electric vehicles on a larger scale. PSR

Qin Fen is Business Development Manager – China, for Power Systems Research

2020-06-29

Autotor Plant To Suspend Assembly of BMW Cars

Autotor’s Kaliningrad plant plans to suspend assembly of BMW cars from the middle of June to the beginning of July because of a components shortage. This is told by CEO of the plant Ruslan Sadykov.

Stephen Teichert, head of BMW Russia, claims Autotor production capacity has been reduced by about 70%; however, in July the OEM plans to increase production to pre-COVID-19 level.     Read The Article

PSR Analysis: The Autotor plant in Russia assembles passenger cars kits for BMW, Hyundai and Kia, and trucks for Hyundai, Daewoo, and Ford. Currently, the problems are claimed only for BMW components. The supply chain problems have been caused by COVID-19 lockdowns. PSR

Maxim Sakov Is Market Consultant, Russia, for Power Systems Research

2020-06-18

Thoughts on Battery Change for New Energy Vehicle, using Big Data

Qin Fen
Qin Fen

The symposium of battery change mode for new energy vehicle was held June 15 in Xuzhou, Jiangsu.  Data from National Big Data Alliance of New Energy Vehicles suggests that over 3 million new energy vehicles were in the system in 2019 and 900,000 vehicles are running daily.  Data also suggest that new energy vehicle GVW range primarily falls under 4.5 tons.

Source: Sohu  Read The Article

PSR Analysis: Many numbers are in the article, some contradictory.  As one of the truck OEMs, XCMG does make some excellent points on the daily use of the battery-powered vehicle, using data collected from end-users, such as working hours, range anxiety and surprisingly, maintenance and downtime.

But I want to point out one potential issue that might travel under the radar: operating cost, more specifically, fuel cost.  For large fleet owners like JD.com Inc. or SF Express, fuel cost might be a key factor in choosing a battery-powered vehicle over ICE-powered vehicle for urban delivery.

There are energy companies already working with large industrial businesses to install wind or solar power onsite to address their electricity bill issue.  Once completed, giant companies like JD or SF Express will significantly cut down their operating expenses on fuel, in this case, electricity.

There is one game changer out there now.  How will ICE-powered light duty trucks compete with battery-powered vehicles, when the latter runs free of charge and free of emission?  What will happen to all the components suppliers for light duty trucks, especially urban delivery trucks?  PSR

Qin Fen Is Business Development Manager in China for Power Systems Research.

2020-06-12

The EV Story in Post-COVID Era

Roughly three months of countrywide lockdown, combined with zero sales and the post-pandemic uncertainty, has resulted in further degrading the health of the already struggling Indian automotive sector. 

Aditya Kondejkar

Though it has disrupted the entire value chain of the automobile industry, there is a silver lining to this Covid-19 pandemic: It has stimulated growth in renewable and eco-friendly transportation.

The Indian market has high potential for EVs since most commuters opt for two-wheelers, three-wheelers, and buses. There are numerous latent growth factors in place, and the pandemic might have set them in motion

While the pandemic has disrupted the transportation ecosystem, EV technology has the potential for rapid adoption, driven by an increased awareness towards a greener and cleaner transportation. 

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SOUTHEAST ASIA REPORT: Southeast Asia Auto Sales Drop 80% in April

The Southeast Asian auto industry continues to suffer from the effects of the new coronavirus. New car sales in April were down 80% year-on-year due to restrictions on activity in each country. New car sales in the six major countries were down 82% in April from a year earlier to 51,063 units.

Akihiro Komuro
Akihito Komuro

The biggest declines were in Malaysia and the Philippines, where sales were down 99.7% and 99.5%. Both countries began restricting activity in March, with production and sales of cars almost completely halted in April. Indonesia, the largest market, was down 91%. Thailand sales slumped 65%, although car dealerships operated under a declared state of emergency.

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2020-06-05

Pandemic Disruptions Hinder Auto Battery Adoption

My other article in this month’s issue of PowerTALK News describes how home battery systems, even though they are not themselves viable products for most consumers, still benefit from a virtuous cycle of product improvement and investment because of the relative success of battery-powered vehicles and other battery-powered products.

Tyler Wiegert
Tyler Wiegert

But the COVID-19 pandemic has not missed those drivers. Venture Beat magazine reports that investors are largely avoiding lithium this year, preferring to safeguard cash until the economy starts to improve. The delay in funding could have several knock-on effects.

One is consolidation in the industry. Ganfeng Lithium is picking up a lithium project from Lithium Americas, a smaller operation. Fewer, larger players in the market later on might have price consequences for lithium adoption after the economy improves and demand for those goods increases.

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