Just as empires rise and fall, Japan has just been usurped as the world’s largest car manufacturer by China, which is poised to be even more dominant than Japan ever was in the global car trade.

I don't like the idea of buying a Chinese car. However, NIO is impressive. When customers buy a NIO EV, they don't have to buy the battery. They merely lease it. And when it wears down, they trade it in for upgraded one. That's a business model that the other EV makers should adopt.

Because Japan execs are really good in bowing but not in making and implementing good strategy for the future.

https://www.bloomberg.com/news/articles/2023-10-24/japan-is-miles-behind-on-ev-charging-hurting-carmakers-goals

How are Japanese cars manufactured in the U.S. considered?

Electric vehicles are dirt simple to build. If Japan must still be a leader in manufacturing, find a way to make them with better interiors and user technology.

Buyers of Chinese vehicles will not be repeat buyers.

Just like EV buyers aren’t buying them a second time.

The car market in the US is cratering now anyway.

Just make quality cars and be patient.

I don't like the idea of buying a Chinese car. However, NIO is impressive. When customers buy a NIO EV, they don't have to buy the battery. They merely lease it. And when it wears down, they trade it in for upgraded one. That's a business model that the other EV makers should adopt.

There was another cool concept where instead of going to a charging station to charge the battery and wait 30 mins, you could just swap the battery with a fully charged one and go on about. This would be useful on road trips.

Just as many have said above, I have my doubts we'll see any success in the EV market in Japan anytime soon due to many factors like infrastructure and straining the already vulnerable grid. Never though I'd say this but I'm actually considering a PHEV when my ol reliable breaks down. A PHEV seems to be the perfect blend of practicality and environmentally friendly. I can use the EV for most around the town shopping, and I can use the petrol for my weekend trips out of town.

Or get a real car.

The entire frame is a battery.

Or Musk would take your Tesla at the charging station, then shoot you in a rocket to your destination.

China, which is poised to be even more dominant than Japan ever was in the global car trade

A position that is built on government subsidies and product dumping that are forbidden by WTO rules (which China violates), and forced labor.

Yeah, real impressive, China.

EVs the future. Money in EVs are digital services, EVs themselves just commodity like a computer/hardware, money is in software/digital services.

Exactly how many world class IT companies in Japan? Plus, battery supply chain problems are huge for Japan = no natural resources. There's your answer.

Consumer automotive is going to be a MUCH smaller part of Global GPD moving forward due to EVs, if one believes top analysts. They last a lot longer, cheaper to make and far lower serving cots.

For now, EV production is supply-chain constrained, but that's working itself out day by day, many new batteries require no rare earth, for example sodium ion.

Demand is throttled by the lack charging stations. 25-30% of charging stations are inoperable.

Japan has almost no charging infrastructure. It now costs more to charge an EV per mile than gasoline in the US.

The US is going to slap a tariff on Chinese EV's soon. Chinese EV's will remain dominant in China only.

The writer is just a kid who wears a beany cap all the time.

Peter NeilToday 10:26 am JST

The US is going to slap a tariff on Chinese EV's soon.

Yes, and the EU, at least:

https://www.reuters.com/world/europe/eu-launches-anti-subsidy-investigation-into-chinese-electric-vehicles-2023-09-13/

Odd that this gentleman didn’t mention Chinese EVs as a reliable fire-starter source.

So, just how easy it is for Chinese EV batteries to turn into dazzling-yet-alarming domestic fireworks?

For more on this, we turn to articles that quote China’s own Fire and Rescue Department of the Ministry Emergency Management. Which reportedly relates how 640 Chinese EVs caught fire in the first quarter of 2022, equaling about seven EV fires per day), a 32% YoY increase.

Categories of fires reported? Catching fire while charging, catching fire while driving, catching fire while parked, or catching fire after a collision.

Further reporting, supposedly by the Beijing Institute of Technology, shows that 38.5 percent of fiery incidents occurred while in a static state, while 27.5 percent of incidents occurred while the EV was charging.

No mention of fatalities. Thankfully!

https://www.wapcar.my/news/in-china-640-evs-caught-fire-in-the-first-quarter-of-2022-up-32-percent-45371

https://www.energytrend.com/news/20221018-30074.html

https://e-vehicleinfo.com/global/chinas-electric-explosions-7-electric-vehicles-catch-fire-each-day/

In most markets, over 90% charging happens at home, not ONE new gas station opening ANYWHERE, meanwhile charging stations rolling out rapidly, charge times improving, etc. Just a matter of time, nobody likes loud, expensive time-consuming anti-eco ICE vehicles.

Ditto trucking industry, Tesla's going to sell $10 Billion in Semi's this year, 50k units, easily double that in 2025. It's purely about the $math, CFO's LOVE these trucks.

A position that is built on government subsidies and product dumping that are forbidden by WTO rules (which China violates), and forced labor.

Which is very similar to Japan's industrial strategy of the 60s and 70s, pre-WTO. Doesn't make any of it right, of course, but industrial policy has never been about leaving it to the market. And more than a little サービス残業 (forced labour?) has contributed its share.

Ever seen such industry denial in Japan? Scary, reminds me of those many insisting on their 'inkans' when those outside Japan insisted on cloud computing...

Nobody believes ICE Autos has a future except in Japan.

Doubtful. Japan has valuable brands and is trusted and respected. China? Well you know the answer.

HopeSpringsEternal

nobody likes loud, expensive time-consuming anti-eco ICE vehicles.

Nobody believes ICE Autos has a future except in Japan.

Nobody? You keep using that word. I do not think it means what you think it means.

USNinJapan2Today  05:21 pm JST

HopeSpringsEternal

nobody likes loud, expensive time-consuming anti-eco ICE vehicles.

Nobody believes ICE Autos has a future except in Japan.

Nobody?  You keep using that word. I do not think it means what you think it means.

Exactly what I meant - Cambridge Dict. definition is...

Not anyone; no person

not anyone; no person: Nobody was around to answer the phone. Nobody believes it is true. If he can’t fix your computer, nobody can. A nobody is also someone who is considered unimportant: There were celebrities there, but I sat between two nobodies.

They last a lot longer, cheaper to make and far lower serving cots.

Nobody will make cars which last longer, cheaper and with lower service costs. And not only cars. These times long time gone. We will end up using cars with the same cycle as mobile phones, which is 2-3 years. After that you may not be able even to start the car due to inability to update the operating system to a “safe” one.

HopeSpringsEternal

Well don't look now, but a few nobodies are downvoting your opinions. How ironic...

Somebody sounds a little desperate because their stock is sinking like a heavy EV.

CEO of Uber, which employs +5 million drivers says his company will be 100% EV, only question of how soon, as his drivers, passengers, society love EVs, especially as they're making more money as result with cleaner air.

Really on society to build out charging stations. EV's require very little maintenance, one reason they last so much longer, that's also a huge environmental benefit.

Wrong about everything.

Uber wants autonomous vehicles to eliminate drivers. Uber drivers are already doing it because it's their last hope to survive, so let's make them homeless.

No overall environmental benefit.

They don't last longer. Battery capacity drops by 40% after 4 years. No resale market.

The Chinese economy is on the brink of significant trouble. The only reason China EV market is so large is because of mandated end of ICE cars to prop up the EV industry.

It's all going to end in tears.

HopeSpringsEternalToday 06:29 pm JST

CEO of Uber, which employs +5 million drivers

CEO of Uber, which treats 5+ million drivers like total crap, denying them any kind of living wage or benefits unless forced to by the courts.

No-one should look to Uber for guidance on anything.

Well, Hertz is selling 20k of its electric cars and will be replacing with ICE vehicles. Repair costs on EVs and the pathetic resale value are reasons given. I don’t see EVs being long term top sellers for a while yet.

.

ahhhhhhh . . . but quantity does not supersede quality.

You can't beat the nano precision of the J tech-engineering mind - the enduring high quality performance of a J vehicle.

..