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Episode #143 - November sales, Huawei Inside, NIO's Newest Swapping Partner
Manage episode 435221869 series 3594265
Nội dung được cung cấp bởi Tu Le & Lei Xing, Tu Le, and Lei Xing. Tất cả nội dung podcast bao gồm các tập, đồ họa và mô tả podcast đều được Tu Le & Lei Xing, Tu Le, and Lei Xing hoặc đối tác nền tảng podcast của họ tải lên và cung cấp trực tiếp. Nếu bạn cho rằng ai đó đang sử dụng tác phẩm có bản quyền của bạn mà không có sự cho phép của bạn, bạn có thể làm theo quy trình được nêu ở đây https://vi.player.fm/legal.
Tu and Lei start out the podcast with a quick review of the November sales and a broader discussion about the difficulty of and pressure on the EV makers to grow sales in an ultra competitive environment.
They both then spend a few minutes unpacking the announcement & implications of VW developing an EV platform called the China Main Platform (CMP) based on the MEB platform for the China market ONLY and how that's likely to do.
Lei gets Tu's thoughts on Elon mentioning that in the future the Top 10 EV makers will be Tesla with the other 9 all being Chinese.
The podcast shifts over to discussing all the latest moves by Huawei, who both agree have been very aggressively moving into the connected, EV space over the last couple years with a goal to grow revenues from this new division significantly over the next several years.
The podcast ends with both discussing NIO's expanding swap partnerships in China, now including Geely.
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1. Episode #143 - November sales, Huawei Inside, NIO's Newest Swapping Partner (00:00:00)
2. [Ad] Rumi.ai (00:09:33)
3. (Cont.) Episode #143 - November sales, Huawei Inside, NIO's Newest Swapping Partner (00:10:23)
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