I think the table at the end of the article is more so.
- Worldwide sales -10% YoY
- China sales -26% YoY
And when you cross compare Porsche saying they sold more EV powertrains than their gas equivalents against China's new found foothold as the market leader in consumer electric cars (BYD, NIO, Xiaomi, etc...)
Then I think you see an early indication not just of electric car dominance, but of the (very potential) rise of China as the premier automotive super power.
> Then I think you see an early indication not just of electric car dominance, but of the (very potential) rise of China as the premier automotive super power.
It’s done man. Americans are stuck in ICE engines because they’ve been told they’re “car enthusiasts” while the Chinese have been developing EV technology for years. Meanwhile, European makers are stuck not knowing what to do, make Americans happy or compete with the Chinese. The result: nothing has been done properly. And let’s be real, “car enthusiasts” are going to disappear in one or two generations. Practicality beats enthusiasm for 95% of car use.
Yes, not to mention the fact that Chinese EVs can't be sold here... protectionism for weak American companies that can't compete globally. We've gone from an automotive superpower and the land of Henry Ford to the government propping up automakers and depriving Americans of free choice. If Chinese cars would actually be allowed to sold here they would sell like Toyota Camrys.
Until very recently, tariffs on American cars sold in China were much higher than vice-versa. The new US tariffs were an attempt to even the playing field.
I think most people would agree that no tariffs would be good, but China is more protectionist than any other major economy, including recent changes in US policy.
It's a good point but imo not really surprising when the President of the United States essentially threatened to invade Canada and Greenland.
This is classic multipolar politics, trade the two behemoths against each other so they don't roll over one day and just squish you. By alienating Canada and Europe we've handed China a great gift.
>Then I think you see an early indication not just of electric car dominance, but of the (very potential) rise of China as the premier automotive super power.
I thought we were there already tbh. Chinese cars have gone from laughably bad to quality parity in less than a decade. Like even 2 years ago, I was still hearing "the paint the paint" as the last remaining issue. But I dont hear that anymore.
Have you ever ridden in a BYD? It's super loud, horrible suspension, seats are extremely uncomfy, everything is cheap with a fancy looking facade. If you need a car to go from point A - B and can't afford any luxury, it's fine. But it's a bare minimum vehicle with looks to appeal to status.
I dont drive one of their EV's, but the 20+ year veteran Diesel Engineer who took my DPF filter complaint escalation does and thats really all I need to know. After I run my current vehicle into the ground, that will probably be next.
Have you seen the paint schemes on new Chinese cars? Wow. Embedded glitter, chameleon colors, while the European car industry is doing boring primer like paint schemes. I always joke that they applied clear coat onto primer. And that's on >60k models.
In terms of quality they are there, now it's expansion. I, for one, am quite excited for all this competition. I don't care who makes my level 4/5 self driver, I just want it now.
in the australian market theres often comparison between how BYD/(chinese brands) may unseat Tesla (as the scale EV first mover), but I haven't seen what I think is the prize, which is BYD want to take on Toyota as the de facto king of global car making. They want the whole car market, not just EV and are already setup to take that on.
Especially as Toyota seems structurally unable to create a good EV. They produced one completely bare-bones model 30 years ago and never expanded past that. At least they're keeping some knowledge of the parts by having PHEVs, but I don't think they're on the leading edge of anything. Maybe they don't need to be and can buy everything from other suppliers, but they're going to be doing a whole lot less than they currently do and not sure they'll keep their profit margin.
Toyota hybrids are full hybrids however, not mild hybrids like other manufactures, so all you really need is a bigger battery and charger. My 10 year old RAV4 Hybrid (not plug-in) can deliver 160kW just from the electric motors, without the engine. That's 3x a Dacia Spring. They have the technology for motors and control electronics, and they know it works long term without issues.
Most of the European EVs are basically just electric city cars, unable to drive long ranges due to small batteries and limited fast charging. And most of them after 100,000km will need a new battery. Doesn't really fit in with Toyota's 'long term reliability' stance.
I can't blame Toyota for waiting for the technology to mature before they go all in on EVs. Plus they do have the bz4x / RX which are full EVs you can buy today.
They're up roughly 10% over last year and will likely hit 35% of global production. The big shift over the last decade (beyond their growing market share) is that their overall quality has caught up to (and in many cases surpassed) the traditional incumbents.
Barring a global war, I think they're unstoppable at this point.
I don’t think anyone is going to keep an advantage in car manufacturing. The way we build them might totally change in a short duration with the rapid advancement in robotics
Most advancements in robotics have been for highly generalized robots. We’ve been using robotics to build cars for like 50+ years. They’re extremely good.
China may become the superpower on volume but I would be surprised if the upper quartile (by price) of western buyers were interested in Chinese vehicles. Too much quality issues across the board on Chinese made products, unless you have a trusted non-Chinese company with stringent quality control (e.g. Apple model).
I’m sure they can handily win the lower end of the market though. And yes I’m aware many western manufacturers are shit tier quality.
I don’t think this is accurate, Chinese firms are increasingly moving up the quality chain. You might want to look at some of the reviews of Xiaomi’s recently launched car. Also, Tesla Shanghai is one of their best factories, much better quality scores than Fremont iirc.
Having a totally local, integrated supply chain pays dividends in a lot of ways, as does leading in production volume. Tim Cook also gave that interview where he was just talking about the incredibly deep bench of industrial talent that you just can’t find outside China at this point - that labor cost wasn’t why they produced there.
The issue is not actual quality, it’s perceived quality. Chinese companies will fight decades of history and negative perception to reach top of the market consumers, a segment obsessed with perception.
- Japanese consumer goods were perceived as junk until the tipping point was reached, and then they were perceived as high-quality, easily equalling or surpassing Western goods. That took ~30 years (1950 to 1980, say). Older readers will recall the controversy over Akio Morita's (Morita-san being the founder of Sony) statements in the book "The Japan that can Say No" (edit: see [0]), which seems strangely prescient in the sense that it ignited a lot of (US) debate around dependence on foreign semiconductors.
- Then there was Taiwan, again, a 30 year cycle from about 1970 to 2000. Taiwan used to be known for cheap textiles, consumer dross, and suchlike. Not now...
My point is that the way to get better at products is to make them and make them and make them, and eventually an export-led country reaches a tipping point where the consumers flip over, and their perception changes.
Exactly, I grew up during the beginning if the Japanese auto boom in the US. My grandfather was one of the first people in his group to buy one of the Japanese cars when they became highly reliable and his friend heckled him about it for awhile. Until that is he wasn't constantly repairing the thing. It got much better gas mileage. Wasn't getting ate up by rust. And it ran well over 150k miles, when US cars typically fell apart before 100k miles.
Rinse and repeat for Korean cars. And now China are deep into their cycle too. They're already producing high quality, at half the price, and I've noticed that the quality narrative is changing.
Regardless of where they are perception wise, the long term lesson is clear - local manufacturers may ride the "quality" bandwagon for a while, but ultimately it's a losing strategy.
ICE cars, and manufacturers who don't gave an EV strategy are already inside their Kodak moment. It's fairly obvious that at some point "all" cars will be EV, just like "all" cameras are digital. Those who remain ICE only will fade into obscurity.
Unfortunately the politicians in the US right now are driving a narrative away from EVs (and Tesla has become semi-toxic). Which in turn affects local manufacturers planning near term sales. By the time the mood swings it may be hard to catch up.
Or maybe not. Maybe they come late to the party simply skipping a bunch of iterations, going straight to great, cheap, reliable. Time will tell I guess.
Where are you based that you hold this impression? Because globally BYD is perceived as having much better build quality than Tesla, rightly or wrongly.
From what I've heard, the quality is pretty good. The problem is when something breaks, you can be waiting for (sometimes very expensive) parts for months while not being able to use your car.
Maybe I got lucky, but I drove a 2011 model Ford from 2013-2025, and the worst part delay I experienced in that time was when they had to get next-day parts from a nearby city.
It's worth pointing out that the F150 has been the best selling truck for 40 years and the best selling consumer vehicle for most of them as well. There's bound to be plenty of parts for them sitting around.
I've got one from 2011 that I'm still driving myself, and aside from one minor thing, I've not had a single problem with it, despite putting it through its paces.
it took Japan about 25 years of very directed industrial strategy to take the "made in Japan" label from indicating junk to the average American, to indicating a premium/reliable product. China might get there in even less than 25 years but you'll probably still find people holding onto old "chinesium" beliefs long after they should
A key for Japan is also that for various product categories, they don't export (or maybe manufacture at all - I'm just not really familiar with their non-export goods) low-quality goods - I assume because it isn't economical to compete at the low end of the market.
Even though China can compete at the top of many markets, they still also compete at the bottom, which taints their reputation.
Japan never was a threat during that time to countries around it. China is very much a threat to other countries around it and I would feel pretty bad about materially financing yet another war.
If we add up "damage to countries around it" in the previous hundred years, I think Japan doesn't look so great.
China conducted one several-week war against Vietnam and annexed Tibet, both over 50 years ago. Other than the longstanding dispute with Taiwan, who are they threatening? Some quibbles over a few Himalayan mountains with India?
I'm beginning to feel this way about the US. Much more comfortable with Chinese foreign policy at this point. At this point, going on the past 50 years or so, it would take something quite extraordinary on China's part to convince me they are going to abuse their power as much as the US has so far. Hopefully I'm not simply being naive.
You need to pay better attention. I hate what Trump is doing to US foriegn policy - but it is still better than China, and there is hope that things will change in the future as elections continue. China doesn't even have that hope.
China is clearly supporting Russia in Ukraine. China is clearly making plans to invade Tiawas (that alone makes them just as bad as the US, even if it hasn't happened yet).
Haha that little 'during that time' is doing some heavy lifting there. You don't think there might have been some slight lingering resentment and fear that the slouching monster that Japan was during WWII would come back? I think Japan's neighbors might have felt 'pretty bad' too, but it didn't matter. In the end the money wins.
The (potential, no experience) quality issues are to me far outweighed by the enabling of yet another country to become a superpower which will then sooner or later result in yet another confrontation. Russia should have taught at least Europe that this sort of trade can only backfire in the longer term. Yes, I realize, China is the world's factory now, but there is no reason that can not change. I'm trying really hard to buy European made products and to use European services where possible. There are still a couple of hard nuts to crack but I'll get there.
In the US for example, most of the US brands are already made in China. They will copy the tooling and put a different brand name on it and you'll have a tool of the same quality for way less cost.
Simply put China is an unrecognized superpower at this point with the investments they've already made. The amount of infrastructure they've built in a decade dwarfs what the West has done in decades.
Sorry, the country with nukes, nuclear submarines, a massive navy and a permanent member on the UN Security Council isn’t recognized as a superpower? By whom?
No its the other way. In 4x4 They cannibalised the GM-Holden Colorado chassis production line in Thailand when GM exited that market, have refitted it with chinese made electronics and shell, and have complete quality parity. Actually a few people think the engine is better, and I am forced to agree. One of the colorado downstream models I tested had a better turning circle. They also tend to pack in all the "extras" other brands put on as standard. Consumers face a choice between cheaper and better vs tried and true brand loyalty. And brand loyalty has a limit tbh.
Chinese electronics manufacturing now is like Japan in the 60s/70s - I give it like a decade max before "Made in China" is widely understood to mean "High Quality" rather than the "Cheap Junk" connotation it still has today.
It's like that with tools if you know what to buy, and costs well below the US brands.
For my primary tools I'll have hundreds of hours of use I still buy the more expensive brands, but on tools I'll use much less commonly I'll pick up a Chinese unit in a heartbeat for 1/10th the price.
They don’t sell anywhere near the most cars, and their market share is shrinking. They also are a very VERY young manufacturer. This isn’t the right example to use imo.
Maybe Jeep? Very popular, dogwater quality. They take nearly half of the Consumer Reports “top 10 worst cars on the road” almost every year.
The quality angle was true 10 years ago, but that's no longer the case. Chinese cars are now superior in some areas and inferior in others (you can feel that some finishing is incomplete), but on average (and especially considering the price) they're better. The gap in the inferior areas is very small, and I wouldn't be surprised if they fully surpass European cars this year, given the new models they're releasing.
When Americans discover again how crappy their cars are compared to what's available elsewhere, like we did with Japan, there will be a reckoning once more. And again American cars will become the laughing stock they really are.
In the meantime, this incredibly short sighted protectionism will end just like the last round did. Further hollowing out our industrial base and permanently giving away large parts of a massive market.
And I'm sure all of the people involved in this insanity will want a bailout too.
>When Americans discover again how crappy their cars are compared to what's >available elsewhere, like we did with Japan
No, that's not what happened. Japanese manufacturers made cars in the US, to match US tastes. Japanese cars as sold in Japan, were not models Americans would buy.
>In the meantime, this incredibly short sighted protectionism will end just like >the last round did.
It'll end with...Chinese cars made in US factories w/ American workers?
Chinese V8 pickup trucks failing to win market share against the US competition?
I never understood the big push for full EVs over hybrid. Roughly speaking, a hybrid gets double the MPG of an ICE car, and a BEV gets double the MPGe of a hybrid. But BEVs require you to add a plug to your garage to get a rapid refuel, when your whole neighborhood gets them it strains the grid, you are range limited, etc...
My hunch is there are some laws or regs somewhere that kept hybrids from really taking off (or rather, they were taking off.. then suddenly were suppressed). Which is why I don't interpret headlines like these to mean "consumers have crossed the tipping point" - in many cases it is incentive-driven, not pure consumer demand.
The EU is committed to the full EV route and that is not changing. But it's not taking hold in the US, and over the next few years the big thing we will see being sold is actually EREVs, which are BEVs with a gas generator attached to charge the battery (yes, really).
Every time an EV driver charges their car at home, a gas station loses a customer.
Eventually this compounds and gas stations start closing.
That accelerates the switch to EVs because gas becomes hard to find. Which accelerates gas station closures, and so on.
The point at which it becomes impractical to drive a gas-fuelled car is approaching. It will hit different countries at different times, but it's there. 10 years, 30 years, whatever, but it's coming.
Long before that point, a hybrid is just an EV that has to carry around a chunk of useless engine that is hard to fuel.
> I never understood the big push for full EVs over hybrid.
Being able to shed the ICE bits from the car's powertrain eliminates multiple entire classes of maintenance burden. With hybrid and EREV you get the problems of both types of powerplant and drivetrain, and even though ICE has evolved to be fairly reliable, it's still a very complicated assembly and basic wear-and-tear still is still a challenge.
There will probably be parts of the country where hybrid or EREV make sense for some period of time due to the distances involved and the incredible energy density of gasoline, but a lot of the driving that happens day to day can already be handled with pure EVs as long as you have a 120V plug accessible to your car.
>> I never understood the big push for full EVs over hybrid
Weight, space and reliability.
Dragging that generator (and fuel) around costs weight and space, reducing range. Exhaust, fuel tank, radiator- all the support systems the ICE motor needs.
Which leaves less space for batteries, which reduces range.
Plus, the maintenance burden is still there. All those ICE parts still need all the maintainence etc that full ICE needs. One of the joys of EV is that maintainence is sooo much simpler.
So yes, hybrid is much more efficient than gas only, but a poor cousin of full EV.
By contrast full EV has range limitations. And yes distances in Europe are much shorter than the US. No that's less of an issue there. But even there we're seeing range go up, and charging come down.
Don't most people already have a plug in their garage? All mine certainly have. There's no need to get full EVSE for most people, a 2.4kW outlet as found almost everywhere outside North America will easily handle daily driving needs for anyone who's not in a travelling job.
Also if everyone in your neighbourhood turning on a space heater strains the grid you have bigger problems.
Utilities have plenty of ways to solve that. We already have electric water heaters on demand controlled circuits and electricity billing that incentivises off-peak use.
And as for range? 400km is plenty for all but one trip a year, if that's an issue for your use perhaps EVs are not for you.
Probably not 7 days a week, but a couple days a week, sure.
And of course not everyone. Maybe 10%?
Not that it matters. What do I care about the needs of some Texans? (I mean that non perjorativly). I mean just because ranchers still need horses doesn't mean the rest of us have to use them.
The world will go EV, even much of the US will go EV, regardless of what some folks need.
A bit sad that you're in the industry and you don't understand why pure EVs are better than hybrids.
Full EVs:
Less moving parts = less maintenance required = less issues to worry about (think no oil changes, no timing belt changes, no spark plug replacements, no belt/filter changes, no exhaust system checks, etc).
Also zero emissions = better air quality around you.
Bonus: it's like waking up with a full take of gas every morning
I've owned my full EV for almost 10 years now and had 0 maintenance done whatsoever (apart from tire rotation and window wiper fluid replacement). I would never go back to an ICE vehicle.
My uncle works in the industry and was getting a new car recently. His two options were all electric or all ICE, because from his experience, EHEVs have the problems of both ICE and BEV vehicles.
The main issue will always be price. Whether that's purchase price, resale, or maintenance. Even the budget brand cars from South Korea and Ford can figure out the basics of interior/exterior design where customers are happy. That mostly just leaves the price and it's only gone up.
Car prices have increased well above the rate of inflation over the last decade and even used cars are more expensive than ever. Average new car price is $50k, mostly because EVs are so expensive https://www.caranddriver.com/news/a69047202/average-new-car-...
You're right. There isn't a single legacy auto manufacturer in the US (Ford, GM, Stellantis) that can profitably sell an EV. Yet they make them anyway, and sell them for huge losses ($billions per year) because they have to meet mandates.
For foreign (read Chinese) cars a big piece of the price charged to US customers is the tarrifs (taxes) which US customers pay.
Elsewhere in the world EV prices are steadily coming down. They're not as low as ICE yet, and maybe never will be, but a nice entry level ICE car here is circa $15k, and a nice EV entry level is circa 25k.
Factor in fuel and maintenance costs and the real price is getting very close....
On this note: It was recently reported that Electrified vehicles in general outsold conventional ICE powered vehicles in Australia, claiming it has reached a 'tipping point' with consumers:
Consumers don't realize they are getting the worst of both worlds with added weight, complexity, repairs, inefficiency, and costs along with potential reliability (ex-Toyota) Not to mention studies that show PHEV owners frequently don't plug in.
Well those owners are idiots. That says nothing about the car. You can't exclude Toyota when you make the claim that hybrids are unreliable and inefficient either. They have proven that they can be reliable and efficient.
Hybrids aren't running around doing 30 miles a day with a 300 mile battery like most EVs. Talk about inefficient!
My main goal with buying an EV is to give the middle finger to the oil industry as they have meddled with the world too much.
They screwed public transit and entire nations just for profits. I love my Subbie and I'll keep that until it breaks apart and replace it with an EV. Maybe today there's many downsides to an EV, but I hope it evens up and maybe becomes even better to get one.
About 2/3 of these are BEVs and the other 1/3 are PHEVs:
> In 2025, 34.4 per cent of Porsche cars delivered worldwide were electrified (+7.4 percentage points), with 22.2 per cent being fully electric and 12.1 per cent being plug-in hybrids.
If we're comparing notes, I traded in my Model 3 for a BMW i4 and I couldn't be happier. It's a nicer car and more fun to drive!
JD Power and Consumer Reports both rate BMW above average.
BTW, my impression of BMW maintenance from prior decades is expensive and not great reliability. I care about it less now with EVs because there is so much less regular maintenance. No oil changes, no brake pad changes, etc.
Yep. EVs are a once in a lifetime chance for EU and Chinese manufacturers to catch up again or even leapfrog Toyota. Until recently Toyota was 20 years ahead wrt reliability and upkeep.
Soon, battery weight and performance will be the main differentiator of vehicles.
Counterpoint. After driving my Model 3 in 2022, a colleague bought his first non-BMW: a Tesla Model 3. His only complaints were the seat and the handling. Everything else he liked better about the Tesla.
You can get a BMW for $40k or $120k. Big spectrum. As another datapoint, I have one of those higher tier BMWs and even the top trim Lucid's interior feels like a downgrade compared to my car. The $50-80k BMWs also feel cheap and crappy to drive when I've tested them. Tesla can't compete on anything except their ADAS which is superior.
If you're transitioning from a barebones 330i then yeah the Tesla is probably better. But it's not even close when you compare to the top end German vehicles.
Porsche / Audi are selling a lot more cars then they were 10-15 years ago. I think they will be okay. Chinese brands will cut into all establish automaker sales, but the German cars have strong brands that symbolize luxury. Look at Land Rover. There are cars are completely unreliable and they are selling more than ever at increasingly ludicrous prices.
I agree with you, but luxury car manufactures largely sell leases. So they are designing their cars for that market.
I am very much interested in electric cars that look like normal cars. I understand the battery changes things. But why they have to shit up the design of 75% of electric cars is nonsensical to me
The E-GMP Hyundai/Kia EV platform is also unreliable. Around 1 in every 50 of these cars will suddenly lose power while driving due to ICCU failure. Search any forum for the EV6 or Ioniq 5 and this is all over. Mine broke down and got towed back to the shop so many times, where it sat for ages because my dealer was sharing a single EV-qualified tech with 2 other dealers. I eventually had the car Lemon Law'd. As far as I know this issue is still unsolved after 4+ years. (The software recall made no difference.) I loved the car when it was working though.
Maybe just anecdotal evidence, but i'm noticing a lot of Kias with no brake lights. I'm suspecting bad body control modules are going to become more of a thing as these cars age.
I noticed when GMT800 trucks were blowing DRLs constantly and lo and behold there's a TSB for that. So I don't think I'm imagining things.
I don't mind paying more for a European product, and as for the 'poor long term reliability': we don't know what the long term reliability of Chinese vehicles is yet.
Not that it really matters, my car is 27 years old this year and I won't be getting another one but that has to do with wanting a car that is doing what I want it to do rather than what it wants to do.
I don't know if this is paranoia, but one fear I have for high-tech Chinese products is that if a world war were to start with China, that they'd have the ability to remotely disable these kinds of products.
After the Israeli attack using pagers I think this is no longer paranoid at all.
The same goes for Chinese built cloud connected hardware, especially if it is grid connected, contains heater elements or batteries. Inverters, solar panels, vehicles, 3D printers, the list is endless and all of these are either potential fire starters or ways to destabilize the grid. Used maliciously the potential for misery is pretty large. All this crap that wants to connect to the cloud from a country where your average citizen has very limited access to the internet should give you pause: if the Chinese government thinks these connections are A-ok then they must see some advantage, especially if all the services are supposedly free of charge.
China is much less likely to attack civilians. Don't project america and israel's way of war onto others. I would imagine part of their strategy is to win hearts ad minds. America just kills and kills and kills and wonders why we arent loved.
Hmmm, what’s your sample size? Which wars has China been involved with and how have they treated civilians?
If Taiwan is invaded how do you think things will go if some number of Taiwanese people are defending the island mixed in with the local populace? Will the PLA call in an airstrike on an apartment with a sniper, or do you think they’ll go the hearts and minds route?
Part of the problem with your statement here, in my view, is you’re suggesting that the United States or Israel’s “way of war” is. It the default, or that in comparison to how other countries treat civilians may actually be more humane. I don’t think there’s a large sample size, or any particularly strong evidence to suggest how China will treat civilians.
And if you take into account how China has treated its own people, it’s not much better or worse than the United States. Maybe worst, actually, since Americans do have a legal right to protest.
in case of war, you cannot know that; if they can blow up millions of phones or routers (setting houses on fire) or ignite cars? i agree with you that currently there would be no reason to even project such an image: better to win with trade and trinkets and dialog. I would say thats always the case but he ho.
They were pretty happy to attack their own civilians, I see no reason to think why that would be different abroad.
> Don't project america and israel's way of war onto others.
I'm not projecting, merely being cautious. Besides, I have no illusion about either America or Israel doing something similar, especially not with their current upper cadre but this subthread is about China).
> I would imagine part of their strategy is to win hearts ad minds.
I would imagine it isn't. See also: partnering with Putin in the war with Ukraine.
> America just kills and kills and kills and wonders why we arent loved.
> They were pretty happy to attack their own civilians, [...]
Yes.
> [...] I see no reason to think why that would be different abroad.
Well, you can look at the history of the PRC so far.
> I would imagine it isn't. See also: partnering with Putin in the war with Ukraine.
It's not all that much of a partnership. They are mostly squeezing Russia dry with cheap oil, and press territorial concessions out of the Tsar in the East, when he's busy in the West.
I do not think it is paranoia. But we can have this from anywhere. American devices, EU devices; if I cannot analyse the firmware, ICs etc, what is going to guarantee these are not remotely exploitable. Even if Porsche never built such a thing on purpose, the car is connected so someone can break in, hack it and do stuff including possible overhead the battery so it ignites.
It does not have to be on purpose quality wise either: I had 2 spicy pillows in my life (and I have a lot of gadgets, including fully Chinese ones); a Samsung flagship phone and a macbook air. Both just unannounced got very hot and broke open: no fire but still... So I would say it is possible for a state actor to remotely hack, take over and ignite your Samsung and Macbook as apparently it can already almost happen without hackers.
What to do about it? Without just fully open sourcing hardware and software, I do not know. I mean that would not help a lot if no one reads it and finds the issues/vulnerabilities, but at least we stand a chance, vs now. Unplugging from internet is not really a thing, although, when it comes to cars and airplanes i would rather see it mandatory non connected.
Meh, often the LiPo protection logic is hardware based to prevent just this sort of mistake/sabotage. Some protection chips are software-configurable or reprogrammable, but the parameters are again limited (by design). Perhaps you could cause long-term damage by programming it to manage the battery poorly, like repeatedly charging/discharging it deeply.
I think "every device" is just fearmongering. No software Apple/Huawei push could immediately make a phone or laptop combust. Electric cars, 3D printers, etc... I'm not so sure.
You cannot (I don't know) use the cpu, gpu etc to overheat it quick enough, during charging, to get it over the threshold?
But even if that is not possible, de-activation would he possible; finding a 0 day as nation state and using it to disable all iPhones currently connected in the US?
chips with backdoors which would allow exactly something like that (or many other things) have been found more then once in recent years AFIK
through a fancy personal car stopping working is the least relevant target. Network backbone, smart phones, and other core infrastructure is a much more relevant target. And even for cars all the non-personal vehicles (e.g. ambulance, trucks, police ...) are much more relevant targets.
Certainly anything that downloads over the air updates. I'm not mad that our government turned down import of EVs from a country that became an adversary
The reverse is clear for Chinese people. Do you remember when, in the early 2000s, the US sold a Boeing 767 intended for Chinese presidential use, and Chinese authorities later reported finding numerous hidden listening devices on board? There is a Chinese Wikipedia article about the incident [1], but no dedicated English one. More information in English can be found here [2].
yes, because when cars were bad and chinese brands were cheap, it was virtuous to pinpoint human rights vs 'chinese cars are yucky and i want to look cool'.
No one cared to begin with. Just look up the horrors involved with Apple phones. People want their fancy devices. Doesn't matter if slave labor is involved. Doesn't matter if we need to add nets to prevent laborers from killing themselves instead of putting up with the horrible conditions we force them into.
no OP, but as someone who comes from a family where German cars were king for several reasons, who have all become disillusioned and now buy Asian cars, where the reason is simple. American style corporate greed infested German auto-manufactures and it shows at every level.
It is most obvious with things like subscription services for basic function, like acceleration or the seat heaters you already paid for, but it has been present in a more insidious way for far longer, like intentionally breaking good design so that small cheap and easy to mass manufacture parts break at predictable schedules. These are then quoted to you at $900+ for a part that will cost you 60 through china, for what is a plastic mould, some magnets and a wire. The cheap replacements work just fine and last just as long.
So, over time, we've become so fed-up with it, and it is a problem present from bmw, vw, audi and beyond, that we just started going with Toyota/Hyundai or Chinese EV's etc, and no one has a gripe since. Repairs when required are cheap and easy, often easily done at home, cars drive almost if not just as well, mileage is comparable, joy of driving is comparable, overall there is simply no value left in German cars beyond the status symbol, something we care little for.
I haven't bought German ever, but everything I hear seems pretty negative.
Some of the recent models have plastic timing chain guides and have turned the engine around so that the timing chains are in the back. The only innocent explanation is that the car is only meant to last 10 years at most, so saving the money on plastic instead of metal and screwing whoever owns the car when the timing chains need to be redone (or ruining the engine when the chain fails) is out of scope for their quality team.
There were many older models of BMW that had an electric water pump. If that sounds silly, well, it is. And it failed frequently and was again, very difficult to replace.
I just don't have any respect for German automotive engineering. Reliability is job #1. And the company's themselves, well, "collusive" is a pretty good term. I saw an estimate that German auto industry collusion resulted in about $10k of additional cost per vehicle to U.S. buyers. The cases have somehow been kept quiet, but they've at least been caught holding back innovations until the other automakers have a competitive response, and gaslighting regulators into allowing higher emissions from diesels in the name of reducing the size and filling frequency of the AdBlue tank. I've also heard that there's another layer of this in the parts suppliers. Explains how a wiper motor or wiper body module is somehow hundreds of dollars.
The majority of German Luxury cars are leased more often than bought outright. I think it was Audi where 80% of new car purchases were leases. They are not building the car for long term ownership. They are building the car for people that want to change cars every 3 years.
Hey. He has ancedtoal evidence he used to make a sweeping generalization about all cars based on country even though that grouping has little to no value in the cars themselves.
I’m not anti-EV but the electric Macan and Cayenne look awful. They are under equipped technologically relative to their Chinese peers (heck basically anything).
Porsche sort of sold its soul for this tech-forward design but it doesn’t deliver any meaningful benefits, these cars don’t even have level 2+ highway cruise control. In the meantime I get a bunch of crap screens and lose all the glorious physical buttons and I don’t even have a fun engine rumble to make up for it?
So, the cars are ugly and uncool (I grant a matter of taste), aren’t selling in their target market (China) won’t sell meaningfully in their backup market (US) and they’re behind GM, Tesla and BYD in all regards on quality of life stuff.
I wanted to replace my gas Macan with the new EV one. After a test drive I decided to just keep the gas one.
As an EV it is excellent. But Porsche is known for engaging driver's cars, and without the visceral sounds and vibrations of an engine it is bland and boring. The flaws in a gas engine's power curve give it character. Letting the driver manage that power curve is fun. A perfectly linear sub-3s 0-60 with fake electric sport sound played through the speakers does nothing for me.
I'd have probably bought it at $75K, but at $125K it needs to be more special. Especially considering the rate at which they depreciate. Its not a surprise to me that their EVs aren't selling as well as hoped. The Taycan sure is pretty though.
I keep seeing "underequipped technologically relative to their Chinese peers" on HN. What kind of stuff is missing? This is not a loaded question, I only drive a couple times a month, and the vehicle I'm driving is an older Prius, so I probably lack imagination. EVs are supposed to be technologically pretty simple, most of an EV's value being in the battery packs. I've been thinking about upgrading, perhaps to a Nissan Sakura (which probably doesn't have a lot of bells and whistles either).
Now I kinda wish my Prius had a 3.5mm aux-in jack but I get by with an FM transmitter.
In terms of features I see on high end cars… (no clue if these are available in Chinese cars, just to help you get an idea of what exists)
1. Backup camera with lines that move as you turn the wheel
2. Camera setup that lets you see how close you are to curbs, other cars, etc. from a plethora of unexpected angles (you can get a top-down view of your car! Pretty cool.)
3. Automatic parking when parallel parking
4. “Reverse actions” feature, where you press a button after very carefully getting into a spot, and the car replays it in reverse to get you out of said spot
5. Lots of remote features tied to an app. The ability to look through cameras, auto-record videos when people get close, lock and unlock and view status of the car. Remote tracking via GPS in case it’s stolen.
6. Turn on your turn signal, your dash changes to a live video feed of that side of the car
7. Chairs with heating and cooling, massaging, and auto-inertia-damping features
8. Bluetooth and Apple CarPlay plus Android auto
9. Road-scanning cameras which adjust suspension live based on upcoming road conditions
10. Crash preparation features like Benz’s Pink Noise or auto-recording a minute of video to assist with crash investigations
> 5. Lots of remote features tied to an app. The ability to look through cameras, auto-record videos when people get close, lock and unlock and view status of the car. Remote tracking via GPS in case it’s stolen.
This is akin to spyware, since inevitably it is a cloud service using an onboard cellular modem.
I would personally rather have none of 1-10. What I do want in a high-end vehicle is things that are there for my benefit (heated steering wheel, heated/ventilated seats, spacious cupholders, etc.) not the manufacturer's.
Backup cameras have been legally required on new vehicles for like a decade. It is well understood to prevent accidents.
There are hundreds of millions of drivers with new ones entering and old ones exiting the roads all the time.
If you want to practically improve safety you have to make the vehicles safer, you can't just hope pointing fingers at bad drivers is gonna do anything.
The rear window in trucks and SUVs is above the head height of a small child. w/o a backup camera there is literally no way to see if a small child is behind you.
So many parents ran over their own child that backup cameras are now mandatory in the US.
I have a 2022 Porsche 911. It has a lot of physical controls for things in the cabin like climate control, suspension settings, cruise control, dashboard view, and audio. The car also has an auto steer and cruise control option which will accelerate and brake for you while also keeping the car in the lane. It can go from a stop to whatever speed you set it to. It’s great for traffic on the highway. That’s not too shabby for a 2022 non EV car. Current model Mercedes have level 4 driving automation where you can take your eyes off the road. I don’t think Tesla even has this level of driving automation yet.
It very much is! (no offense) And EV vs ICE doesn't make a difference, the manufacturers put the same ADAS systems regardless of the powertrain.
BMW has had radar cruise control + lane keeping since 2016 I think? In 2019 they added full hands-free operation in highway traffic (up to 40 mph) as well as auto lane change when you tap the turn signal. In 2023 they have full hands free up to 85 mph on highways, plus auto lane change w/ navigation integration and auto-overtaking (car promps you to check the mirror, then changes lane completely touchless).
A frickin' 2020 Honda Civic has the same ADAS functionality as your '22 Porsche, even on the base trim ($21k). Porsche is way, way behind. And that's before you even get to all of the non-ADAS drivers assistance systems for parking, reversing, etc., which again the other Germans trash Porsche on.
Porsche buyers don't want self driving. The button thing is industry wide MBA group think that is being walked back. Their haptic buttons are actually not bad. Car manufacturers are shit at software, presumably because they don't feel the need to pay top euro for talent. Again an industry wide syndrome. Heck GM think it's smart to delete Apple carplay from their vehicles. The only electronics feature all buyers want.
I hate touch/sensor buttons and sliders. Give me back my physical buttons and spinning controls. Also, same for electrical speedometers/tachometers, etc
I don't want to make an exhaustive list, the summary is that standard features on many new cars are expensive options on Porsche's. And that's if they're available at all. Adaptive cruise control is one example.
Where I live, luxury cars are just status now. I don't think that's enough to keep gen Z and gen A interested.
Watched it! I know it's from a US perspective, but where I live (Japan), $42000 is quite a lot! Definitely premium car territory. (E.g., Lexus RX base model)
IMO the car has a lot of bells and whistles that many drivers (probably!) don't really care about. But I guess car fans like this kind of stuff. The active noise cancelling feature might be nice, but wouldn't be surprised if we see regulation on that matter at some point. You kind of need to be alert of your surroundings, etc.
What is crazy about some of these old car brands is that they have some IP that would sell like hotcakes. Aircooled 911s went from 30k cars to 130k cars on the used market over the last 10 years. If they managed to work around crash regulations, maybe with some stroking of Donalds ego right now, they'd be making money hand over fist off those old designs.
I can't exactly remember the situation but I'm pretty sure there was a car company that did something like this in recent history, restarting a production run on a classic model and selling it out.
There's probably still plenty of value in the name, who knows if the audience who are impressed if you say "I've got a Porsche" vs "I got a Zeekr/BYD/Xiaomi" is growing or shrinking, if it shrinks fast enough, then Porsche is in trouble.
It's like bragging about having a Hermes bag vs a Temu brand bag. Yeah it's all irrational, but if the world was a rational place we'd not have a man-child threatening wars and invasion because he didn't get the peace prize he wanted...
We are in the transition phase from ICE to an Electric motor. It's too early to call who can nail it. Currently the Chinese cars are cheap and have long range. But in India Tatas and Mahindra makes cheap EVs that may not be as reliable but people are still buying them a lot. In US gas is still cheap compared to income, so hybrids like Camry are always going to be preferred over a low end EV like the model 3.
It all depends on service network and value for money. And now charging network and range. People who find a way to give you value for money will probably nail it.
I just buy japanese cars/vehicles these days. With that being said a lot of them are manufactured stateside - especially larger vehicles.
I had a Mitsu I was very happy with.
I've also purchased Hyundai made in Korea and it is wonderful but not much better that what was built in Iowa.
I grew up by the assembly plants in Ohio and worked there on various temp jobs in the late 80s/early 90s. There was (maybe still is) a lot of local pride in the product that comes out of those plants, the amount of energy that was put into quality control was boggling to my young mind. This included the motorcycle plant, where I had a few jobs correcting supplier parts that were just a smidge out of spec before bolting them on to the ATVs they were cranking out at the time.
Made me realize quality is a process that requires investment and commitment, and not some magic quality imbued upon the product by the locale in which it's made.
German cars have lost their technological edge. They can't even build their own infotainment systems anymore. They're paying billions to China to do it for them.
I can't overstate how catastrophically stupid this is. Paying what they consider smaller competitors real cash to build core software, instead of developing that capability in-house or acquiring a few startups with decent engineering talent.
This isn't just a bad decision. It reveals a completely dysfunctional decision-making process and a total absence of technical ambition.
People who say but "Porche/Mercedes/etc.." has this design. Luxury segment is not coming from nowhere. This is the same reason british luxury cars are gone essentially. It will take some time, but EU built cars will be in a constant decline.
What's even more fun, they don't want to protect their own market the same way chinese did.
> instead of developing that capability in-house or acquiring a few startups with decent engineering talent.
It's usually the former and their infotainment stuff is usually nothing to get excited about. When they buy startups they get bogged down and burn off the talent quickly.
Maybe the solution is not having the same small set of car companies trying to pull off the survival balancing act as we did a century ago, maybe that's why China is progressing quicker.
Their biggest brand, BYD, is also relatively the "oldest."
It's the governemt priorities, local gov in China is building EV companies, AI companies. EU governemnt, US local gov is building shelters, or people who kick out people from a shelter on a voters mood swing.
A friend from the EU visited recently. He said, "At least the Netherlands is doing much better than 10 years ago...we have lights, roads."
That one sentence captures the entire mindset gap.
The bitter irony: Philips literally built ASML and TSMC, then sold both. Now those companies dominate global semiconductor supply chains while Philips sells... healthcare equipment at a loss.
And ASML is about to lose it's dominance too.
But yeah...lights on the streets. Built with Chinese LEDs. Powered by Chinese solar panels. Bought using budget deficits. In debt.
And the deficit keeps growing. Some EU countries faster, some slower. But the trend is unmistakable.
My homecountry the Netherlands is the worst. The push for becoming 'small America' had us sell of everything we could possibly be proud off to other countries, including the US (mostly Blackrock and Vanguard) and India and China. Privatize everything because it works so well in the US, sell it all (private and public) off to the highest bidder and hope for globalization and the market. NL is doing well economy wise still, but I wonder how much better we could've done if we kept it all to grow.
I studied math at the University of Eindhoven which, at the time, basically meant you would work at Philips or one of its companies. I did not and in hindsight I don't think I could've handled the downfall of that company up close.
That generation is the worst across Europe. They sold out entire industries, bought up all the land, let in millions of immigrants. Then they demanded to be kept alive during COVID, leading to massive overspending and health care premiums rising.
In return, they raised rents and health care premiums are still rising. And they are the last generation with massive egos (early boomer and before).
The US didn't privatize everything: it was largely private to begin with. The US had a near laissez-faire economy until the WW1-WW2 era. The 1850 to 1910 era is incredibly devoid of government regulations on the economy, which was of course undergoing a gigantic industrial expansion. European states were not formed in any manner similar to the US. The modern European nation was largely constructed in the post WW1 and post WW2 environment, they were heavily remade by the wars and what came after, including their social welfare structures and their various private/public ownership models. If you go back and look at the governing structures of most any of the European powers prior to WW2, they were nearly all: kingdoms or fascist. The US is floating on centuries of continually accumulating cruft, whereas most of the European nations have had hard break points where they reset the board and started fresh.
I did not mean that; i meant NL thought all privatised would be better looking at the US so they did (mostly). So they took the US as blueprint rather than repeat their steps.
It hasn't happened yet. However China has demonstrated they can make the same thing now and just need some improvements. Time will tell but it isn't looking good for them long term.
Amen. This is some of the best descriptions of the current mid to upper class mentality in Europe. Frankly, I think only the common man feels what is really happening here.
> They can't even build their own infotainment systems anymore. [...] I can't overstate how catastrophically stupid this is
Car manufacturers have for a very long time acted mostly as integrators and outsourced a vast amount of components, from braking systems to windows, lights, gearboxes alternators starters and other engine parts, electronic harnesses, suspension systems, seats, buttons and others. Lots of conglomerates nowadays even use common frames and engines ("platforms") across brands, developing engines is so expensive that they're sometimes shared across brands that aren't even part of the same groups. Infotainment and electronics are practically never built in-house, but instead purchased from Bosch, Samsung and the likes.
This makes sense, this isn't their specialty, the core market of vehicle buyers buy it for the car, not the infotainment system. Especially when talking about German cars, what they specialize into is the actual power train and quality of assembly. Not the radio.
Is this shocking? Obviously including PHEVs helps a bit, but even outside of this it is exactly what should be happening. Their biggest sellers are SUVs, and at these price points, the EVs can be substantially than their ICE counterparts. For 2026, they probably won't even need the PHEVs to get there, since the Cayenne EV is the best EV that they've built so far.
Given that they walked back many of their BEV goals in mid-to-late 2025, some may find this surprising. The K1 was supposed to be all electric vehicle when it was announced, and they are now going to release it as a gas & PHEV first instead.
I think a lot of people are missing a point here. Cars are not (just) use-values. They are expression of desire. They are, for some brands, classic Veblen Goods.
Porche possibly could sell more by putting the price up
They put their marque behind EV and Hybrid. It worked. Their brand sold well. This is in contradistinction to vendors who won't think about this market niche in positives, but are being dragged into it.
This is true for quite a number of brands of vehicles. Also I don't understand what a modern Porsche is. Porsche to me was always a Rear Engined, (normally) RWD sports car i.e. the 911. I am personally on the look for a 944 (believe it or not they are cheaper than JDM cars of a similar vintage).
When I see a Porsche SUV, to me that isn't a Porsche. It looks like any other SUV on the road with Porsche badge on it. It akin to someone putting a Apple Sticker over Dell Logo on their laptop.
The same happens when you see a Bentley or Rolls Royce SUV.
> They put their marque behind EV and Hybrid. It worked. Their brand sold well.
They are losing money. Sales are down and they are planning to move back to ICE and are postponing or cancelling EV projects.
Did it work? I'm not sure the financial or car community would agree. They already walked back their BEV strategy:
"Due to market conditions, the new SUV series above the Cayenne, which was previously planned to be fully electric, will initially be offered exclusively as combustion engine and plug-in hybrid at market launch. In addition, current models such as the Panamera and the Cayenne will be available with combustion engines and plug-in hybrids well into the 2030s."
Yeah, such a weird comment. A 911 Turbo S is over $300k now. This car used to be low 200s for a well optioned one.
They're taking some kind of Nvidia strategy where they just charge more money for the new generation rather than making the new generation just objectively better than the previous for the same cost. The new GTS basically is a replacement for the old 911 Turbo - and at the same cost...
I was considering putting in an order for the new generation until the prices were announced. $300k is purely in exotic territory and if I am going down the exotic path, I'll gladly get something far more ridiculous. (Which is now the plan - just waiting for a carb legal one to appear on the market)
> where they just charge more money for the new generation rather than making the new generation just objectively better than the previous for the same cost.
Well, the new T-hybrid thing is really cool. But I'm not someone who spends $100k+ on a car.
This is pretty much exactly what they’re doing. They even admit in TFA that their dedication to the customer experience is part of the reason for declining sales - spending time on quality action rather than immediately profitable ones.
They can try selling me an electric sports car the day they get the weight back under ~1500kg. Electric cars are fast in straight line, but that extra inertia is a killer in curves. I want a long range go-kart.
Believe it or not, people aren't buying Audis in China because they're thrifty.
China was a huge market for Audi in the past as luxury status symbol. However, now Chinese buyers are so enamored with new tech-heavy Chinese luxury cars that Audi had to go make a whole sub-brand specific to the Chinese market just to stay in the game[1].
The Phantom is the Royal Oak of cars. The grille only works as a bit of countersignaling in an otherwise perfectly executed product, if you strip out the rest it's just bad.
I used to really be into cars up to a few years ago.
These days, I think it is just far better to do without a car. I like being very local, and if I really need to go somewhere outside my city (SF) I'll just not lol.
I'll take a flight to visit my parents or my closest friends. Everyone else, we can just meet online.
I have no friends in SF, so I'm just sorta dissolved into the neighborhood. When I did have a car, I'd go on long drives but looking back that was just a waste of time. Maybe I'll drive again when I've "made it" but until then, gimme some Brooks lol.
This does read/interpret a bit odd, because the Hummer H2 doesn’t strike me as a reliable vehicle and I’ve generally heard of them to be cost sinks (completely disregarding the horrible efficiency).
Why not start off looking at the cheapest EV or PHEV that you can find without high mileage that’ll fit your daily driving habits, then give it a test drive?
Consider how much monthly expenses will cost (might save ~90% on fuel) and then consider if you like the driving characteristics more.
I’ll be honest, kind of tired of every automotive-related thread turning into blowing smoke up China’s ass. It’s become almost as predictable as what goes on in Windows-related threads.
I think the table at the end of the article is more so.
- Worldwide sales -10% YoY
- China sales -26% YoY
And when you cross compare Porsche saying they sold more EV powertrains than their gas equivalents against China's new found foothold as the market leader in consumer electric cars (BYD, NIO, Xiaomi, etc...)
Then I think you see an early indication not just of electric car dominance, but of the (very potential) rise of China as the premier automotive super power.
It’s done man. Americans are stuck in ICE engines because they’ve been told they’re “car enthusiasts” while the Chinese have been developing EV technology for years. Meanwhile, European makers are stuck not knowing what to do, make Americans happy or compete with the Chinese. The result: nothing has been done properly. And let’s be real, “car enthusiasts” are going to disappear in one or two generations. Practicality beats enthusiasm for 95% of car use.
I think most people would agree that no tariffs would be good, but China is more protectionist than any other major economy, including recent changes in US policy.
https://news.ycombinator.com/item?id=46648778
It's limited but I feel like Canada aligning themselves at all with China over the US is an interesting development.
This is classic multipolar politics, trade the two behemoths against each other so they don't roll over one day and just squish you. By alienating Canada and Europe we've handed China a great gift.
I thought we were there already tbh. Chinese cars have gone from laughably bad to quality parity in less than a decade. Like even 2 years ago, I was still hearing "the paint the paint" as the last remaining issue. But I dont hear that anymore.
Most of the European EVs are basically just electric city cars, unable to drive long ranges due to small batteries and limited fast charging. And most of them after 100,000km will need a new battery. Doesn't really fit in with Toyota's 'long term reliability' stance.
I can't blame Toyota for waiting for the technology to mature before they go all in on EVs. Plus they do have the bz4x / RX which are full EVs you can buy today.
They're up roughly 10% over last year and will likely hit 35% of global production. The big shift over the last decade (beyond their growing market share) is that their overall quality has caught up to (and in many cases surpassed) the traditional incumbents.
Barring a global war, I think they're unstoppable at this point.
I’m sure they can handily win the lower end of the market though. And yes I’m aware many western manufacturers are shit tier quality.
Having a totally local, integrated supply chain pays dividends in a lot of ways, as does leading in production volume. Tim Cook also gave that interview where he was just talking about the incredibly deep bench of industrial talent that you just can’t find outside China at this point - that labor cost wasn’t why they produced there.
- Japanese consumer goods were perceived as junk until the tipping point was reached, and then they were perceived as high-quality, easily equalling or surpassing Western goods. That took ~30 years (1950 to 1980, say). Older readers will recall the controversy over Akio Morita's (Morita-san being the founder of Sony) statements in the book "The Japan that can Say No" (edit: see [0]), which seems strangely prescient in the sense that it ignited a lot of (US) debate around dependence on foreign semiconductors.
- Then there was Taiwan, again, a 30 year cycle from about 1970 to 2000. Taiwan used to be known for cheap textiles, consumer dross, and suchlike. Not now...
My point is that the way to get better at products is to make them and make them and make them, and eventually an export-led country reaches a tipping point where the consumers flip over, and their perception changes.
[0] https://en.wikipedia.org/wiki/The_Japan_That_Can_Say_No
Regardless of where they are perception wise, the long term lesson is clear - local manufacturers may ride the "quality" bandwagon for a while, but ultimately it's a losing strategy.
ICE cars, and manufacturers who don't gave an EV strategy are already inside their Kodak moment. It's fairly obvious that at some point "all" cars will be EV, just like "all" cameras are digital. Those who remain ICE only will fade into obscurity.
Unfortunately the politicians in the US right now are driving a narrative away from EVs (and Tesla has become semi-toxic). Which in turn affects local manufacturers planning near term sales. By the time the mood swings it may be hard to catch up.
Or maybe not. Maybe they come late to the party simply skipping a bunch of iterations, going straight to great, cheap, reliable. Time will tell I guess.
I've got one from 2011 that I'm still driving myself, and aside from one minor thing, I've not had a single problem with it, despite putting it through its paces.
Even though China can compete at the top of many markets, they still also compete at the bottom, which taints their reputation.
China conducted one several-week war against Vietnam and annexed Tibet, both over 50 years ago. Other than the longstanding dispute with Taiwan, who are they threatening? Some quibbles over a few Himalayan mountains with India?
China is clearly supporting Russia in Ukraine. China is clearly making plans to invade Tiawas (that alone makes them just as bad as the US, even if it hasn't happened yet).
Simply put China is an unrecognized superpower at this point with the investments they've already made. The amount of infrastructure they've built in a decade dwarfs what the West has done in decades.
For my primary tools I'll have hundreds of hours of use I still buy the more expensive brands, but on tools I'll use much less commonly I'll pick up a Chinese unit in a heartbeat for 1/10th the price.
If you read Calvin and Hobbes you can learn that Taiwan used to be known for making... shirts.
Maybe Jeep? Very popular, dogwater quality. They take nearly half of the Consumer Reports “top 10 worst cars on the road” almost every year.
It’s a theory for sure, but I don’t think that’s a common strategy for modern capitalism.
That notwithstanding, Xiaomi cars are nicer than Teslas. They're called "the Apple of China" for a reason.
When Americans discover again how crappy their cars are compared to what's available elsewhere, like we did with Japan, there will be a reckoning once more. And again American cars will become the laughing stock they really are.
In the meantime, this incredibly short sighted protectionism will end just like the last round did. Further hollowing out our industrial base and permanently giving away large parts of a massive market.
And I'm sure all of the people involved in this insanity will want a bailout too.
No, that's not what happened. Japanese manufacturers made cars in the US, to match US tastes. Japanese cars as sold in Japan, were not models Americans would buy.
>In the meantime, this incredibly short sighted protectionism will end just like >the last round did.
It'll end with...Chinese cars made in US factories w/ American workers? Chinese V8 pickup trucks failing to win market share against the US competition?
The Japanese made cars for the US that were different than local cars, but they were also different from what the US was making.
My hunch is there are some laws or regs somewhere that kept hybrids from really taking off (or rather, they were taking off.. then suddenly were suppressed). Which is why I don't interpret headlines like these to mean "consumers have crossed the tipping point" - in many cases it is incentive-driven, not pure consumer demand.
The EU is committed to the full EV route and that is not changing. But it's not taking hold in the US, and over the next few years the big thing we will see being sold is actually EREVs, which are BEVs with a gas generator attached to charge the battery (yes, really).
Source: in the industry
Eventually this compounds and gas stations start closing.
That accelerates the switch to EVs because gas becomes hard to find. Which accelerates gas station closures, and so on.
The point at which it becomes impractical to drive a gas-fuelled car is approaching. It will hit different countries at different times, but it's there. 10 years, 30 years, whatever, but it's coming.
Long before that point, a hybrid is just an EV that has to carry around a chunk of useless engine that is hard to fuel.
Being able to shed the ICE bits from the car's powertrain eliminates multiple entire classes of maintenance burden. With hybrid and EREV you get the problems of both types of powerplant and drivetrain, and even though ICE has evolved to be fairly reliable, it's still a very complicated assembly and basic wear-and-tear still is still a challenge.
There will probably be parts of the country where hybrid or EREV make sense for some period of time due to the distances involved and the incredible energy density of gasoline, but a lot of the driving that happens day to day can already be handled with pure EVs as long as you have a 120V plug accessible to your car.
Weight, space and reliability.
Dragging that generator (and fuel) around costs weight and space, reducing range. Exhaust, fuel tank, radiator- all the support systems the ICE motor needs. Which leaves less space for batteries, which reduces range.
Plus, the maintenance burden is still there. All those ICE parts still need all the maintainence etc that full ICE needs. One of the joys of EV is that maintainence is sooo much simpler.
So yes, hybrid is much more efficient than gas only, but a poor cousin of full EV.
By contrast full EV has range limitations. And yes distances in Europe are much shorter than the US. No that's less of an issue there. But even there we're seeing range go up, and charging come down.
You hardly ever need a rapid refuel in your garage though. That's where your car spends most of its hours.
And most of the world has 220/240v mains supply: https://en.wikipedia.org/wiki/Mains_electricity_by_country. Regular wall outlets can charge a car fast enough outside North America.
Also if everyone in your neighbourhood turning on a space heater strains the grid you have bigger problems.
Utilities have plenty of ways to solve that. We already have electric water heaters on demand controlled circuits and electricity billing that incentivises off-peak use.
And as for range? 400km is plenty for all but one trip a year, if that's an issue for your use perhaps EVs are not for you.
Good point, most people without garages should continue buying hybrid or ICE, because EVs aren't for them yet.
Not to mention parking garages for daytime parking at work.
Not to mention mall parking lots.
The garage is an obvious starting point, because your car spends a lot of time there, but there are lots of opportunities elsewhere.
Once upon a time 44 million households didn't have electricity. Things change.
Welcome to Texas.
And with Texas a 200 mile+ driving day is just more common than people from smaller places experience.
Probably not 7 days a week, but a couple days a week, sure.
And of course not everyone. Maybe 10%?
Not that it matters. What do I care about the needs of some Texans? (I mean that non perjorativly). I mean just because ranchers still need horses doesn't mean the rest of us have to use them.
The world will go EV, even much of the US will go EV, regardless of what some folks need.
Full EVs: Less moving parts = less maintenance required = less issues to worry about (think no oil changes, no timing belt changes, no spark plug replacements, no belt/filter changes, no exhaust system checks, etc).
Also zero emissions = better air quality around you.
Bonus: it's like waking up with a full take of gas every morning
I've owned my full EV for almost 10 years now and had 0 maintenance done whatsoever (apart from tire rotation and window wiper fluid replacement). I would never go back to an ICE vehicle.
Car prices have increased well above the rate of inflation over the last decade and even used cars are more expensive than ever. Average new car price is $50k, mostly because EVs are so expensive https://www.caranddriver.com/news/a69047202/average-new-car-...
You're right. There isn't a single legacy auto manufacturer in the US (Ford, GM, Stellantis) that can profitably sell an EV. Yet they make them anyway, and sell them for huge losses ($billions per year) because they have to meet mandates.
Elsewhere in the world EV prices are steadily coming down. They're not as low as ICE yet, and maybe never will be, but a nice entry level ICE car here is circa $15k, and a nice EV entry level is circa 25k.
Factor in fuel and maintenance costs and the real price is getting very close....
https://www.drive.com.au/news/electrified-vehicles-have-offi...
Hybrids aren't running around doing 30 miles a day with a 300 mile battery like most EVs. Talk about inefficient!
They screwed public transit and entire nations just for profits. I love my Subbie and I'll keep that until it breaks apart and replace it with an EV. Maybe today there's many downsides to an EV, but I hope it evens up and maybe becomes even better to get one.
[1] https://www.carscoops.com/2025/10/toyota-accuses-rivals-of-s...
> In 2025, 34.4 per cent of Porsche cars delivered worldwide were electrified (+7.4 percentage points), with 22.2 per cent being fully electric and 12.1 per cent being plug-in hybrids.
Does this mean that a non-plug-in hybrid would be in the "pure combustion-engined" bucket, or that they don't make those?
It’s probably just an incredibly small number of sales?
The end is in sight for German cars as Chinese made electric cars take over.
I have had several German cars. Never again ! Sticking to Japanese and probably Chinese cars in the future.
German cars were decent once. Now they are notorious for poor long term reliability.
Japan doesn't produce many strong competing EVs at the moment.
Why are you sticking with Japanese cars? why not American? But yes definitely Chinese EVs in the future when they come to America.
JD Power and Consumer Reports both rate BMW above average.
BTW, my impression of BMW maintenance from prior decades is expensive and not great reliability. I care about it less now with EVs because there is so much less regular maintenance. No oil changes, no brake pad changes, etc.
Soon, battery weight and performance will be the main differentiator of vehicles.
This from someone who owned three or four BMWs.
If you're transitioning from a barebones 330i then yeah the Tesla is probably better. But it's not even close when you compare to the top end German vehicles.
I agree with you, but luxury car manufactures largely sell leases. So they are designing their cars for that market.
Hyundai used to be synonymous with "garbage".
I noticed when GMT800 trucks were blowing DRLs constantly and lo and behold there's a TSB for that. So I don't think I'm imagining things.
Not that it really matters, my car is 27 years old this year and I won't be getting another one but that has to do with wanting a car that is doing what I want it to do rather than what it wants to do.
The same goes for Chinese built cloud connected hardware, especially if it is grid connected, contains heater elements or batteries. Inverters, solar panels, vehicles, 3D printers, the list is endless and all of these are either potential fire starters or ways to destabilize the grid. Used maliciously the potential for misery is pretty large. All this crap that wants to connect to the cloud from a country where your average citizen has very limited access to the internet should give you pause: if the Chinese government thinks these connections are A-ok then they must see some advantage, especially if all the services are supposedly free of charge.
It goes even more for American built or American influenced hardware.
If Taiwan is invaded how do you think things will go if some number of Taiwanese people are defending the island mixed in with the local populace? Will the PLA call in an airstrike on an apartment with a sniper, or do you think they’ll go the hearts and minds route?
Part of the problem with your statement here, in my view, is you’re suggesting that the United States or Israel’s “way of war” is. It the default, or that in comparison to how other countries treat civilians may actually be more humane. I don’t think there’s a large sample size, or any particularly strong evidence to suggest how China will treat civilians.
And if you take into account how China has treated its own people, it’s not much better or worse than the United States. Maybe worst, actually, since Americans do have a legal right to protest.
They were pretty happy to attack their own civilians, I see no reason to think why that would be different abroad.
> Don't project america and israel's way of war onto others.
I'm not projecting, merely being cautious. Besides, I have no illusion about either America or Israel doing something similar, especially not with their current upper cadre but this subthread is about China).
> I would imagine part of their strategy is to win hearts ad minds.
I would imagine it isn't. See also: partnering with Putin in the war with Ukraine.
> America just kills and kills and kills and wonders why we arent loved.
Yes, but they're not alone in that.
Yes.
> [...] I see no reason to think why that would be different abroad.
Well, you can look at the history of the PRC so far.
> I would imagine it isn't. See also: partnering with Putin in the war with Ukraine.
It's not all that much of a partnership. They are mostly squeezing Russia dry with cheap oil, and press territorial concessions out of the Tsar in the East, when he's busy in the West.
It does not have to be on purpose quality wise either: I had 2 spicy pillows in my life (and I have a lot of gadgets, including fully Chinese ones); a Samsung flagship phone and a macbook air. Both just unannounced got very hot and broke open: no fire but still... So I would say it is possible for a state actor to remotely hack, take over and ignite your Samsung and Macbook as apparently it can already almost happen without hackers.
What to do about it? Without just fully open sourcing hardware and software, I do not know. I mean that would not help a lot if no one reads it and finds the issues/vulnerabilities, but at least we stand a chance, vs now. Unplugging from internet is not really a thing, although, when it comes to cars and airplanes i would rather see it mandatory non connected.
I think "every device" is just fearmongering. No software Apple/Huawei push could immediately make a phone or laptop combust. Electric cars, 3D printers, etc... I'm not so sure.
But even if that is not possible, de-activation would he possible; finding a 0 day as nation state and using it to disable all iPhones currently connected in the US?
chips with backdoors which would allow exactly something like that (or many other things) have been found more then once in recent years AFIK
through a fancy personal car stopping working is the least relevant target. Network backbone, smart phones, and other core infrastructure is a much more relevant target. And even for cars all the non-personal vehicles (e.g. ambulance, trucks, police ...) are much more relevant targets.
[1] https://zh.wikipedia.org/zh-cn/%E6%B1%9F%E6%BE%A4%E6%B0%91%E...
[2] https://www.flightglobal.com/chinese-vip-jet-was-bugged/4121...
https://en.wikipedia.org/wiki/BYD_Brazil_working_conditions_...
https://www.amnesty.org/en/latest/news/2024/10/human-rights-...
https://www.bbc.com/news/articles/c3v5n7w55kpo
https://en.wikipedia.org/wiki/Instrumental_and_intrinsic_val...
It is most obvious with things like subscription services for basic function, like acceleration or the seat heaters you already paid for, but it has been present in a more insidious way for far longer, like intentionally breaking good design so that small cheap and easy to mass manufacture parts break at predictable schedules. These are then quoted to you at $900+ for a part that will cost you 60 through china, for what is a plastic mould, some magnets and a wire. The cheap replacements work just fine and last just as long.
So, over time, we've become so fed-up with it, and it is a problem present from bmw, vw, audi and beyond, that we just started going with Toyota/Hyundai or Chinese EV's etc, and no one has a gripe since. Repairs when required are cheap and easy, often easily done at home, cars drive almost if not just as well, mileage is comparable, joy of driving is comparable, overall there is simply no value left in German cars beyond the status symbol, something we care little for.
Some of the recent models have plastic timing chain guides and have turned the engine around so that the timing chains are in the back. The only innocent explanation is that the car is only meant to last 10 years at most, so saving the money on plastic instead of metal and screwing whoever owns the car when the timing chains need to be redone (or ruining the engine when the chain fails) is out of scope for their quality team.
There were many older models of BMW that had an electric water pump. If that sounds silly, well, it is. And it failed frequently and was again, very difficult to replace.
I just don't have any respect for German automotive engineering. Reliability is job #1. And the company's themselves, well, "collusive" is a pretty good term. I saw an estimate that German auto industry collusion resulted in about $10k of additional cost per vehicle to U.S. buyers. The cases have somehow been kept quiet, but they've at least been caught holding back innovations until the other automakers have a competitive response, and gaslighting regulators into allowing higher emissions from diesels in the name of reducing the size and filling frequency of the AdBlue tank. I've also heard that there's another layer of this in the parts suppliers. Explains how a wiper motor or wiper body module is somehow hundreds of dollars.
I’m not anti-EV but the electric Macan and Cayenne look awful. They are under equipped technologically relative to their Chinese peers (heck basically anything).
Porsche sort of sold its soul for this tech-forward design but it doesn’t deliver any meaningful benefits, these cars don’t even have level 2+ highway cruise control. In the meantime I get a bunch of crap screens and lose all the glorious physical buttons and I don’t even have a fun engine rumble to make up for it?
So, the cars are ugly and uncool (I grant a matter of taste), aren’t selling in their target market (China) won’t sell meaningfully in their backup market (US) and they’re behind GM, Tesla and BYD in all regards on quality of life stuff.
Not a recipe for endurance.
As an EV it is excellent. But Porsche is known for engaging driver's cars, and without the visceral sounds and vibrations of an engine it is bland and boring. The flaws in a gas engine's power curve give it character. Letting the driver manage that power curve is fun. A perfectly linear sub-3s 0-60 with fake electric sport sound played through the speakers does nothing for me.
I'd have probably bought it at $75K, but at $125K it needs to be more special. Especially considering the rate at which they depreciate. Its not a surprise to me that their EVs aren't selling as well as hoped. The Taycan sure is pretty though.
Now I kinda wish my Prius had a 3.5mm aux-in jack but I get by with an FM transmitter.
1. Backup camera with lines that move as you turn the wheel
2. Camera setup that lets you see how close you are to curbs, other cars, etc. from a plethora of unexpected angles (you can get a top-down view of your car! Pretty cool.)
3. Automatic parking when parallel parking
4. “Reverse actions” feature, where you press a button after very carefully getting into a spot, and the car replays it in reverse to get you out of said spot
5. Lots of remote features tied to an app. The ability to look through cameras, auto-record videos when people get close, lock and unlock and view status of the car. Remote tracking via GPS in case it’s stolen.
6. Turn on your turn signal, your dash changes to a live video feed of that side of the car
7. Chairs with heating and cooling, massaging, and auto-inertia-damping features
8. Bluetooth and Apple CarPlay plus Android auto
9. Road-scanning cameras which adjust suspension live based on upcoming road conditions
10. Crash preparation features like Benz’s Pink Noise or auto-recording a minute of video to assist with crash investigations
There are probably may I’m forgetting.
This is akin to spyware, since inevitably it is a cloud service using an onboard cellular modem.
I would personally rather have none of 1-10. What I do want in a high-end vehicle is things that are there for my benefit (heated steering wheel, heated/ventilated seats, spacious cupholders, etc.) not the manufacturer's.
There are hundreds of millions of drivers with new ones entering and old ones exiting the roads all the time.
If you want to practically improve safety you have to make the vehicles safer, you can't just hope pointing fingers at bad drivers is gonna do anything.
So many parents ran over their own child that backup cameras are now mandatory in the US.
and, this is not a joke, truly: the seat gave me a massage.
1. They do not have robust self-driving capability. At this level of expense I expect hands-free major highway driving.
2. They’ve removed a lot of physical buttons that improve quality of life, the level of technology in the cabin is simply overwhelming.
3. They’ve done a great job with the driving experience of the EVs but they have poor range relative to the competition.
It very much is! (no offense) And EV vs ICE doesn't make a difference, the manufacturers put the same ADAS systems regardless of the powertrain.
BMW has had radar cruise control + lane keeping since 2016 I think? In 2019 they added full hands-free operation in highway traffic (up to 40 mph) as well as auto lane change when you tap the turn signal. In 2023 they have full hands free up to 85 mph on highways, plus auto lane change w/ navigation integration and auto-overtaking (car promps you to check the mirror, then changes lane completely touchless).
A frickin' 2020 Honda Civic has the same ADAS functionality as your '22 Porsche, even on the base trim ($21k). Porsche is way, way behind. And that's before you even get to all of the non-ADAS drivers assistance systems for parking, reversing, etc., which again the other Germans trash Porsche on.
Where I live, luxury cars are just status now. I don't think that's enough to keep gen Z and gen A interested.
https://youtu.be/Mb6H7trzMfI
IMO the car has a lot of bells and whistles that many drivers (probably!) don't really care about. But I guess car fans like this kind of stuff. The active noise cancelling feature might be nice, but wouldn't be surprised if we see regulation on that matter at some point. You kind of need to be alert of your surroundings, etc.
I can't exactly remember the situation but I'm pretty sure there was a car company that did something like this in recent history, restarting a production run on a classic model and selling it out.
It's like bragging about having a Hermes bag vs a Temu brand bag. Yeah it's all irrational, but if the world was a rational place we'd not have a man-child threatening wars and invasion because he didn't get the peace prize he wanted...
(NYTimes - Why Porsche Is No Longer a ‘Premium’ Sports Car in China)[https://www.nytimes.com/2025/02/17/business/porsche-china-ge...]
It all depends on service network and value for money. And now charging network and range. People who find a way to give you value for money will probably nail it.
That’s the top seller. So… you end up with more electric than gas — because you don’t sell it.
Made me realize quality is a process that requires investment and commitment, and not some magic quality imbued upon the product by the locale in which it's made.
I can't overstate how catastrophically stupid this is. Paying what they consider smaller competitors real cash to build core software, instead of developing that capability in-house or acquiring a few startups with decent engineering talent.
This isn't just a bad decision. It reveals a completely dysfunctional decision-making process and a total absence of technical ambition.
People who say but "Porche/Mercedes/etc.." has this design. Luxury segment is not coming from nowhere. This is the same reason british luxury cars are gone essentially. It will take some time, but EU built cars will be in a constant decline.
What's even more fun, they don't want to protect their own market the same way chinese did.
VW has a JV with Rivian. I'd consider that to be similar to what you suggest.
https://rivianvw.tech/
It's usually the former and their infotainment stuff is usually nothing to get excited about. When they buy startups they get bogged down and burn off the talent quickly.
Maybe the solution is not having the same small set of car companies trying to pull off the survival balancing act as we did a century ago, maybe that's why China is progressing quicker.
It's the governemt priorities, local gov in China is building EV companies, AI companies. EU governemnt, US local gov is building shelters, or people who kick out people from a shelter on a voters mood swing.
A friend from the EU visited recently. He said, "At least the Netherlands is doing much better than 10 years ago...we have lights, roads." That one sentence captures the entire mindset gap.
The bitter irony: Philips literally built ASML and TSMC, then sold both. Now those companies dominate global semiconductor supply chains while Philips sells... healthcare equipment at a loss.
And ASML is about to lose it's dominance too.
But yeah...lights on the streets. Built with Chinese LEDs. Powered by Chinese solar panels. Bought using budget deficits. In debt.
And the deficit keeps growing. Some EU countries faster, some slower. But the trend is unmistakable.
I studied math at the University of Eindhoven which, at the time, basically meant you would work at Philips or one of its companies. I did not and in hindsight I don't think I could've handled the downfall of that company up close.
In return, they raised rents and health care premiums are still rising. And they are the last generation with massive egos (early boomer and before).
I did not mean that; i meant NL thought all privatised would be better looking at the US so they did (mostly). So they took the US as blueprint rather than repeat their steps.
Car manufacturers have for a very long time acted mostly as integrators and outsourced a vast amount of components, from braking systems to windows, lights, gearboxes alternators starters and other engine parts, electronic harnesses, suspension systems, seats, buttons and others. Lots of conglomerates nowadays even use common frames and engines ("platforms") across brands, developing engines is so expensive that they're sometimes shared across brands that aren't even part of the same groups. Infotainment and electronics are practically never built in-house, but instead purchased from Bosch, Samsung and the likes.
This makes sense, this isn't their specialty, the core market of vehicle buyers buy it for the car, not the infotainment system. Especially when talking about German cars, what they specialize into is the actual power train and quality of assembly. Not the radio.
it's not new. companies assemble tech, not build it.
also they put a dinky 2KWh battery in some 911s
Porche possibly could sell more by putting the price up
They put their marque behind EV and Hybrid. It worked. Their brand sold well. This is in contradistinction to vendors who won't think about this market niche in positives, but are being dragged into it.
When I see a Porsche SUV, to me that isn't a Porsche. It looks like any other SUV on the road with Porsche badge on it. It akin to someone putting a Apple Sticker over Dell Logo on their laptop.
The same happens when you see a Bentley or Rolls Royce SUV.
> They put their marque behind EV and Hybrid. It worked. Their brand sold well.
They are losing money. Sales are down and they are planning to move back to ICE and are postponing or cancelling EV projects.
https://finance.yahoo.com/news/porsche-loses-1-1-billion-220...
EV sales increased around 20% last year.
"Due to market conditions, the new SUV series above the Cayenne, which was previously planned to be fully electric, will initially be offered exclusively as combustion engine and plug-in hybrid at market launch. In addition, current models such as the Panamera and the Cayenne will be available with combustion engines and plug-in hybrids well into the 2030s."
https://newsroom.porsche.com/en/2025/company/porsche-realign...
They're taking some kind of Nvidia strategy where they just charge more money for the new generation rather than making the new generation just objectively better than the previous for the same cost. The new GTS basically is a replacement for the old 911 Turbo - and at the same cost...
I was considering putting in an order for the new generation until the prices were announced. $300k is purely in exotic territory and if I am going down the exotic path, I'll gladly get something far more ridiculous. (Which is now the plan - just waiting for a carb legal one to appear on the market)
Well, the new T-hybrid thing is really cool. But I'm not someone who spends $100k+ on a car.
but now they've lost their luster since china makes cars better than most luxury brands and china has a moat in EVs
so what's left is either the US or emerging markets
More like China makes cheaper cars which is enough for most people.
China was a huge market for Audi in the past as luxury status symbol. However, now Chinese buyers are so enamored with new tech-heavy Chinese luxury cars that Audi had to go make a whole sub-brand specific to the Chinese market just to stay in the game[1].
[1] https://www.audi-mediacenter.com/en/press-releases/double-de...
Zeekr 001 is prettier outside but inside still is terrible. https://www.datocms-assets.com/143770/1728613060-rectangle-4...
There are much better ways to insult this garbage product. :)
always have been a fan of Porsche.
hope they find the way forward
These days, I think it is just far better to do without a car. I like being very local, and if I really need to go somewhere outside my city (SF) I'll just not lol.
I'll take a flight to visit my parents or my closest friends. Everyone else, we can just meet online.
I have no friends in SF, so I'm just sorta dissolved into the neighborhood. When I did have a car, I'd go on long drives but looking back that was just a waste of time. Maybe I'll drive again when I've "made it" but until then, gimme some Brooks lol.
Why not start off looking at the cheapest EV or PHEV that you can find without high mileage that’ll fit your daily driving habits, then give it a test drive? Consider how much monthly expenses will cost (might save ~90% on fuel) and then consider if you like the driving characteristics more.
Any brand recommendations? I'm really not one for 'smart' features, though I know they're kind of intrinsic to electric vehicles.