比亚迪CEO说，今年传统汽车制造商要完蛋了！
BYD's CEO says it is GAME OVER for ICE and legacy car makers this year
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澳大利亚博主报导：比亚迪CEO说，今年传统汽车制造商要完蛋了！引发网友热议
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20 years ago the BYD chairman told an interviewer that China graduates 2,000 engineers from it's top universities every year and BYD hires the best 200 of these...every year!
20年前，比亚迪董事长告诉一位采访者，中国每年有2000名工程师从顶尖大学毕业，比亚迪会雇佣其中最优秀的200名……每一年!
Thanks Sam you have indeed been proven correct about BYD and inspired me to take a serious look at Chinese EVs and happily 23000 kms later still very impressed with my Atto 3 cheers mate
谢谢山姆，你对比亚迪的看法被证明确实是正确的，激励了我认真地看待中国的电动汽车。在行驶了 23000 公里之后，Atto 3依然令我满意。
People across Europe love their smelly diesels, but as soon as EVs are cheaper to own and run, by a sensible margin, minds will change, and people will forget their brand loyalty
欧洲各地的人都喜欢他们那难闻的柴油车，但一旦电动汽车的拥有和运营成本降低，人们的想法就会改变，人们就会忘记他们对品牌的忠诚。
Battery packs will follow a similar drop to flat screen TVs. I can remember when a 42" 720p TV was $10,000 and everyone said they would never be affordable. I just saw a 43" 4K on sale today for $149.00. And I can tell you that making flat screen panels is 1000 times more difficult than making a battery. Imagine trying to get yield where every pixel is good at that size panel. I still don't know how they did it and can sell one for that price.
（电动汽车的）电池组价格也将出现类似于平板电视那样的价格下降。我还记得当时一台42英寸720p的电视要1万美元，每个人都说他们永远买不起。我今天刚看到一个43寸的4K电视在打折，售价149美元。我可以告诉你，制造平板面板比制造电池要困难1000倍。想象一下，在那个尺寸的面板上，每个像素都很好。我还是不明白他们是怎么做到的，也不知道怎么能卖到那样低的价格。
I was selling BYD solar panels to Aussie customers over a decade ago.
十多年前，我向澳大利亚客户销售比亚迪太阳能电池板。
I interviewed with Stella Li, who is responsible for BYD international, over 10 years ago. I thought she was arrogant and that BYD had junk cars. Times have changed. I think their quality and design got better. Good luck to them.
十多年前，我采访了比亚迪国际的负责人Stella Li。我觉得她很傲慢，比亚迪的车也很烂。如今时代变了。我觉得比亚迪的质量和设计都变好了。祝他们好运。
原创翻译：龙腾网 https://www.ltaaa.cn 转载请注明出处
Had my Atto 3 for 17 months and still really enjoy it.
I've also just had a drive of the Seal PERFORMANCE 82kWh Holy shit its fast!!
我驾驶Atto 3有17个月了，我仍然很喜欢它。
我最近也试驾了82kWh的海豹，真他妈的快!!
Joint partnership on Solid State Batteries? That should triple BYD's value to $90B or about 20% of CATL market cap.
联合开发固态电池？这将使比亚迪的市值翻三番，达到 900 亿美元，约占宁德时代CATL市值的20%。
I live in Perth WA. My mates account recently bought two cars. A diesel Mercedes and an electric BYD Atto3. The car that has become his daily driver? The Atto3. He bought the merc for himself and the BYD for his partner. However to do the regular run to Mandurah costs $35 in the merc and $3 in the Atto3. His next Mercedes will be an EV.
我住在西澳珀斯。我的朋友最近买了两辆车。一辆柴油奔驰和一辆电动比亚迪 Atto3。哪辆车成了他的日常座驾呢？比亚迪Atto3。他为自己买了奔驰，为他的伴侣买了比亚迪。不过，平时去曼杜拉（Mandurah）的车费，奔驰是35美元，比亚迪Atto3是3美元。他的下一辆奔驰将是电动版的。
But BYD, because of the current political situation regarding China, is already opening a factory in Hungary and will soon start work on a new factory in Mexico to avoid potentially crippling import tariffs on their vehicles. I believe BYD is looking for a factory for the South American market, too.
由于目前的国际政治形势，比亚迪已经在匈牙利开设了一家工厂，并将很快也在墨西哥开设一家新工厂，以避免对其汽车征收高昂的进口关税。我相信比亚迪也在为南美市场寻找工厂。
I have a plug in hybrid, and will keep until infrastructure and charging times are sorted. Then I'm in for EVs. I grew up in Oz with big V8 muscle. I still have a few, but EVs are so cool. so smooth & make sense in so many ways. great to see innovation.
我有一辆插电式混合动力车，我会一直保留着，直到基础设施和充电时间得到解决。然后我就会支持电动汽车。我在澳大利亚长大，开的是 V8 大马力汽车，我有好几辆，不过电动汽车太酷了，太平稳了，在很多方面都很称心。我很高兴看到这些创新。
BYD are starting to be seen, their cars are good value and over the next couple of years I think they will get name recognition, after that it their will likely to be a flood of cars. Battery prices will keep coming down as development ramps up. If they can reach 50% of the market in China that will be huge, as not only will it be a boost for EV production it will be a major hit for the legacy auto makers who for the most part can neither make EVs in quantity or at a profit. When their production goes down it will mean their manufacturing costs will go up. It will be interesting to see what happens over the next 3 years.
比亚迪开始受到关注，他们的汽车很有价值，我认为在接下来的几年里，他们会获得知名度，之后可能会有大量汽车涌入。电池价格将随着研发的加快而不断下降。如果他们能达到中国市场50%的份额，那将是巨大的，因为这不仅会推动电动汽车的生产，而且会对传统汽车制造商造成重大打击，这些汽车制造商在很大程度上既不能生产大量电动汽车，也不能盈利。当他们的产量下降时，就意味着他们的制造成本会上升。未来3年会发生什么，让我们拭目以待。
Thanks Sam, you are the pioneer of EV channel on youtube, BYD just announced new sedan for the price of RMB78k, aboutUS $11k, it does not looks very cheap and simply at all, now this is what he means. The market in China is huge, not only for EV's, also for any other products, the competition is fierce inside China, whoever survived will crash the competitors anywhere in the world. The mobile phone, cars, OS is the next, airplane C919 just flying in Singapore airshow already got over 1000 orders in China alone.
谢谢Sam，你是youtube上电动汽车频道的先驱，比亚迪刚刚宣布了一款售价7.8万元人民币(约合1.1万美元)的新轿车，它看起来一点也不便宜，也不简单，这就是他的意思。中国的市场是巨大的，不仅是电动汽车，其他产品也是如此，中国国内的竞争非常激烈，谁能生存下来，谁就能击败世界上任何地方的竞争对手。手机、汽车、操作系统是下一个，C919飞机刚刚在新加坡航展上飞行，仅在中国就获得了1000多架订单。
The problem is not producing batteries, the problem is charging them...
问题不在于生产电池，而在于充电……
The expansion constraints will be sufficient access to charging points and sufficient generation capacity to supply them.
电动汽车扩张的制约因素，将是足够的充电站和充足的电力供应。
原创翻译：龙腾网 https://www.ltaaa.cn 转载请注明出处
Based on what I've seen in the last few months in the UK I have no reason to doubt what the BYD Chairman is predicting.
Your point about the drop in battery pack prices is very important and I also have no doubt battery costs will drop further as the technology develops and matures.
I'm certain the official partnership with CATL will bear fruit. Both company's will work extremely hard to bring down the cost of battery packs as well as improve pack performance. Employing the very best engineers leaving University each year is clearly part of this strategy and will pay off big time in the long run.
All of this will mean that BYD, (and other Chinese EV manufacturers), will have the option of either improving their profit margins, or lowering the purchase price of their EV's to increase global market share. If I was working at a legacy motor manufacturer I'd be seriously concerned about my future.
As for what the mainstream media knows about EV's ....... very little. And their understanding of the subject is even less!
根据我过去几个月在英国的所见所闻，我没有理由怀疑比亚迪董事长的预测。
你关于电池组价格下降的观点非常重要，我也毫不怀疑，随着技术的发展和成熟，电池成本将进一步下降。
我相信与宁德时代的官方合作将会取得成果。两家公司都将非常努力地降低电池组的成本，并提高电池组的性能。每年聘用最优秀的从大学毕业的工程师显然是这一战略的一部分，从长远来看，这将带来巨大的回报。
所有这些都意味着，比亚迪(以及其他中国电动汽车制造商)将有两个选择:要么提高利润率，要么降低电动汽车的购买价格，以增加全球市场份额。如果我在一家传统的汽车制造商工作，我会认真考虑我的未来。
至于主流媒体对电动汽车的了解非常少。而他们对这一主题的了解就更少了！
Looks like ICE cars are getting left out in the cold this year!
看来传统汽车今年要被冷落了!
We have switched all our ICE for BEV, one TM3 and one BYD. Both great vehicles, much much nicer ride than ICE. We trip all over the place and have no problems at all.
Personally I cant see why you would stick with ICE when you can get motoring for just 20% of the running cost. I guess some just like burning through cash.
我们已将所有内燃机车换成了纯电动汽车，一辆是 TM3（特斯拉），一辆是比亚迪。两款车都很棒，比内燃机车开起来舒服多了。我们到处旅行，一点问题都没有。
我个人不明白，如果只需花费 20% 的运行成本就能驾车出行，你为什么还要坚持使用内燃机车呢。我猜有些人就是喜欢烧钱。
To me, this announcement refers to one thing: they are very close to producing a lithium-sodium battery.
对我来说，这一声明意味着一件事:他们已经非常接近生产锂钠电池了。
The biggest aid to ev adoption is battery pack price drops. This would make the model 3 start at an msrp of less than 35k. The model Y would be mid 30s. But are they going to make a cheaper normal truck? Maybe the cannoo style with lots of aero?
电动汽车普及的最大助力是电池组价格的下降。这将使 Model 3 的起售价低于 3.5 万美元。Y 型将在 3 万左右。但他们会制造更便宜的普通卡车吗？ 也许是带有大量空气动力学设计的 cannoo 风格？
Supply of engineers in the Chinese labor market.
BYD is “right on” with its access to large numbers of professional engineers across all fields. It’s one reason why Chinese EV companies are so advanced with the integration of their electronics, computer tech, and software development compared to most Western manufacturers where the tech and supporting software is a weakness.
China graduates more post-grad scientists, engineers, and students across ALL STEM fields than ALL of the G7 countries combined.
The reason is simple. Over the years the Chinese government made huge investments in education at all levels, including vocational, in order to accelerate their countries social and economic development.
中国劳动力市场的工程师供应。
比亚迪 "对症下药"，在各个领域聘用了大量专业工程师。这也是为什么中国的电动汽车公司在电子、计算机技术和软件开发的整合方面如此先进，而大多数西方制造商在技术和支持软件方面是弱项。
在所有 STEM 领域，中国毕业的科学家、工程师和研究生，比所有 G7 国家的总和还要多。
原因很简单。多年来，中国政府对包括职业教育在内的各级教育进行了巨额投资，以加快国家的社会和经济发展。
In China yes, in other markets it will be a mixed bag. The writing is on the wall though.
在中国是这样，但在世界其他市场则是喜忧参半。但传统汽车的不祥之兆就在眼前。
Thanks so much Sam........Awesome news
Sam，非常感谢，这是令人振奋的消息
Thank you for the report. It seems EV batteries need both price reduction and energy density increase on an order of magnitude to wean them of subsidies and really disrupt the automobile market. Also the EV safety record needs to improve in a big way.
谢谢你的报告。似乎电动汽车电池需要同时降低价格和提高能量密度，才能摆脱补贴，真正扰乱汽车市场。此外，电动汽车的安全记录也需要大幅改善。
BYD It is the best EV car in the world
比亚迪是世界上最好的电动汽车
0:54 : "BYD went from being a company the pretty much no one outside of China had ever even heard of..." Apparently, Warren Buffet and the folks at Berkshire Hathaway had heard of them (they bought their first BYD shares in 2008 for $225 million).
0:54:“比亚迪从一家在中国以外几乎没人听说过的公司……”显然，沃伦·巴菲特和伯克希尔·哈撒韦公司的人听说过比亚迪(他们在2008年以2.25亿美元购买了第一批比亚迪股票)。
That is what Tony Seba said in 2010-2017
In 2010 he said 2028 in 2017 he said 2025. So 2025-2028. Larry Goldberg says at 60% ICE it's game over....
这是托尼·塞巴在2010-2017年说的话
2010年他说是2028年，2017年他说是2025年。所以在2025-2028。拉里·戈德堡说，60%的传统汽车厂商会完蛋....
As an EV owner I get the Chinese market dynamics. But its completely different story in UK/Europe. EV’s much promised lower prices need to actually arrive on the forecourt and we are a long way off from that still. EV’s need to be significantly cheaper given the crappy charging infrastructure.
作为一名电动汽车车主，我了解中国市场的动态。但在英国和欧洲，情况完全不同。电动汽车承诺的更低价格需要真正落到实处，而我们离这个目标还有很长的路要走。鉴于充电基础设施的落后，电动汽车的价格还需要大幅降低。
原创翻译：龙腾网 https://www.ltaaa.cn 转载请注明出处
As NEV market will be occupying 50% in China this year, as an accountant my assessment is the cost will be constantly reduced because of economy of scale. There is a very good chance that in the near future, we can see EV price will beat the ICE vehicle even outside China, as opposed to western media's projection.
由于今年中国新能源汽车市场将占据50%的份额，作为一名会计，我的评估是由于规模经济，成本将不断降低。与西方媒体的预测相反，在不久的将来，我们很有可能看到，即使在中国以外，电动汽车的价格也会低于内燃机汽车。
I wouldn’t say it’s this year, but most likely next as all these new cars and evolved battery packs reach all of the markets
我不敢说是今年，但很可能是明年，因为所有这些新车和改进型电池组都将进入市场。
Japan was not known for quality stuff even in the 1970s. Often coined as cheap Japanese junk. About 1980 that started to all change really fast with Honda and Toyota and then just in a decade, Japan was known for quality stuff in cars and electronics. We think of China as 'cheap Chinese junk', but with BYD, this could be the start of massively changing the reputation for all of China if their stuff is quality, and if they are selling 10M cars a year already, then they must be doing something right. This could mean a massive shift not only in EV perception, but in China quality, and be an incredible boon for China, in general, all starting with BYD and the like. In American, the only company that can even think about competing in this space is Tesla, and even if Tesla is #2, knowing how Tesla innovates, that will still make Tesla massive on the world stage, because they do so much more than EVs
即使在20世纪70年代，日本也不以高质量产品而闻名。通常被称为廉价的日本垃圾。1980年前后，随着本田和丰田的出现，一切都发生了迅速的变化，然后在短短十年内，日本以汽车和电子产品的质量好而闻名。我们认为中国是“廉价的中国垃圾”，但比亚迪可能是大规模改变整个中国声誉的开始，如果他们的产品质量很好，如果他们每年销售1000万辆汽车，那么他们一定在做正确的事情。这不仅意味着人们对电动汽车的看法发生了巨大的转变，而且意味着中国的质量也发生了巨大的变化，这对中国来说是一个不可思议的福音。在美国，唯一能考虑在这个领域竞争的公司是特斯拉，即使特斯拉排名第二，知道特斯拉是如何创新的，这会让特斯拉在世界舞台上大放异彩，因为他们所做的远不止电动汽车。
I just arrived back from a skiing holiday in Austria. We go to the same place every year and below the lifts are about 400 cars parked. I was amazed this year to see so many EV's and Tesla's in particular. Just one VW ID4, a few BMW Ev's but no Chinese yet. I remember when VW brought out the ID Buzz a few years back and I was expecting those to be sold like hot cakes. Where are they? Tasla's have completely dominated the market and now BYD will as well. Bye bye VW.
我刚从奥地利滑雪度假回来。我们每年都去同一个地方，电梯下面停着大约400辆车。今年看到这么多电动汽车，尤其是特斯拉，我感到很惊讶。只有一辆大众ID4，几辆宝马电动汽车，但还没有中国的。我还记得几年前大众推出ID Buzz的时候，我期待它能热销。他们在哪里?特斯拉已经完全主导了市场，现在比亚迪也将如此。再见，大众。
Ice is not dead in Australia. The Australian government is in the oil business. Australia isn't getting fuel efficiency standards until 2025.
The government is hooked on oil taxes.
在澳大利亚，传统汽车并没有消失。澳大利亚政府涉足石油行业。澳大利亚要到2025年才会出台燃油效率标准。
政府被石油税迷住了。
BYD prices in Europe are double of what Chinese ppl pay for it. ...but BYD is building a factory in the EU already. What can we realistically expect from this development in terms of pricing?
比亚迪在欧洲的售价是中国的两倍. ...但比亚迪已经在欧盟建厂了。在定价方面，我们对这一发展的实际期望是多少?
Gosh a major EV CEO says he see the end of ICE. Who would have thought?
天哪，电动汽车的一位首席执行官表示，他看到了传统汽车的终结。谁能想到呢?
原创翻译：龙腾网 https://www.ltaaa.cn 转载请注明出处
My job has me travelling extensively across Asia and EV’s are taking off in places (Indonesia for example ) where I didn’t think they would. You’re spot on Viking, the horse has bolted as far as the EV’s v ICE vehicles. Now everyone needs to catch up. The pace of change in China is incredible and everything I’ve seen first hand is consistent with what you report.
我的工作让我经常在亚洲各地出差，而电动汽车在一些地方（例如印度尼西亚）的发展速度令我始料未及。维京人（Viking），你说得很对，电动汽车和内燃机汽车的竞争已经开始了。现在每个人都需要迎头赶上。中国的变化速度令人难以置信，我亲眼所见的一切都与你的报告一致。
BYD, MG (SAIC) , GEELY, Neta, GWM, GAC, Wulling, Chery, Nio, Xpeng. These are the Chine Auto maker that will break other non Chinese car market in Asean, Middle East, South Africa, South America, Russia, ... and all of them have strong EV line up...
比亚迪、名爵(上汽)、吉利、哪吒、长城、广汽、五菱、奇瑞、蔚来、小鹏。这些都是中国汽车制造商，他们将攻占东盟、中东、南非、南美、俄罗斯等其他非中国汽车市场。而且他们都有强大的电动汽车阵容…
Only when whole car costs (inc. the electric 'fuel' ) drops dramatically will their be an irreversable take over.
只有当整车成本（包括电动 "燃料"）大幅下降时，才会出现不可逆转的取代趋势。
people are buying them because its such a good value prop... i know a few owners of BYD and all are happy
人们之所以购买它们，是因为它们物美价廉。我认识一些比亚迪车主，他们都很开心。
EV's have the potential to be made much more cheaply than ICE cars. The key is standardization. Your cell phone and network is made possible by standardization. You can buy a cheap basic cell phone for under 50 dollars.
The Chinese EV market will probably consolidate in the future, too many manufactures. The Chinese Central Planners may force manufacturers to specialize in one component, the one they make that is the best one in the market. Making that part the standard. All Auto manufactures will be encouraged to use that part. For example, one manufacturer for all the small EV Electric motors.
That will allow a brand to build cars in Mexico with standard Chinese parts and have US Batteries, support. Sell them in the US and do what the Japanese did in the 1970 and 1980's.
电动汽车的制造成本有可能比内燃机汽车低得多。关键是标准化。标准化使你的手机和网络成为可能。你可以花不到50美元就买到便宜的基本款手机。
中国电动汽车市场可能会在未来出现整合，因为制造商太多了。中国的中央规划者可能会迫使制造商专注于一种部件，找到市场上最好的部件，使它成为标准，所有汽车制造商都将被鼓励使用该部件。例如，由一家制造商生产所有电动汽车的小型电机。
这将允许某个品牌在墨西哥生产汽车，使用标准的中国零部件，并使用美国电池和技术支持，然后把它们卖到美国，就像日本人在1970年代和1980年代所做的那样。
原创翻译：龙腾网 https://www.ltaaa.cn 转载请注明出处