The comment argues that China’s auto industry is behaving like the smartphone industry—fast product cycles, many competing brands, aggressive expansion, and scale-driven growth—when cars are actually more like durable goods such as refrigerators, with slow replacement cycles and limited demand. Because people don’t upgrade cars frequently and total global demand is relatively stable, the market cannot absorb the level of production capacity and competition being built, leading to oversupply, price pressure, and likely consolidation among automakers.
This article doesn’t make sense. It says BYD’s profit and market share is falling because… checks notes… its other Chinese competitors are now growing and the domestic competition is intensifying.
The Chinese EV industry is far bigger than just BYD, and BYD’s share is only gonna shrink. Using a single company to benchmark the whole sector doesn’t make sense.
Yep, anyone thinking this is a sign of apocalypse on its own should look up how many US automakers there were in the early 1900s. I think there’s a Wikipedia article covering it. A few were folded under GM/Ford/Chrysler, but most just died off.
I don’t know how it will work for China since I’m not as familiar with how their system handles letting companies consolidate and fail like that, but if it does happen it wouldn’t be surprising or new.
That is very cool. I like that it shows all the electric car companies in the early days which is another aspect I feel people aren’t as aware of. They were some of the most popular vehicles early on, it really shifted to gas vehicles when highway systems started going in and they could expand gasoline stations easier than charging stations. Plus the idea of fast charging wasn’t even conceivable.
Trust me bro, Chinese cars are the best. Just believe me bro they’re better than the Detroit automakers. Just trust me this one time bro they won’t blow up and burn bro.
Who are you even making fun of? Because the top executives of Detroit automakers themselves who are saying Chinese EVs are the best.
Like… nobody in the industry even debate that point anymore, not American auto executives, or German auto executives, or even Japanese auto executives.
But hey maybe you have insider information that the rest of the world doesn’t.
Hell the fat lard that loves the SU7(Farley) is screaming that the chinese EVs shouldn't even be allow in the US. Too little too late though with Mexico and soon Canada getting them. Will be too easy to smuggle them in.
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xlb250@reddit
China is approaching cars like they are smart phones instead of smart refrigerators. There is just too much investment to be justified.
Recoil42@reddit
The market can't support... smartphones? Candidly, I don't think you've fully thought through this argument.
xlb250@reddit
ChatGPT summary:
The comment argues that China’s auto industry is behaving like the smartphone industry—fast product cycles, many competing brands, aggressive expansion, and scale-driven growth—when cars are actually more like durable goods such as refrigerators, with slow replacement cycles and limited demand. Because people don’t upgrade cars frequently and total global demand is relatively stable, the market cannot absorb the level of production capacity and competition being built, leading to oversupply, price pressure, and likely consolidation among automakers.
Does_Not_Use_Clothes@reddit
They hated chat gpt because it spoke the truth.
Cottagecheesecurls@reddit
They loved chatgpt because it always confirmed their bias.
Thomas_633_Mk2@reddit
You really pulled out the clanker to make your argument for you?
jerpear@reddit
That's just wrong though. Cars have always be an aspirational good otherwise we'd all be driving 2015 Mitsubishi Mirages.
There are no fan groups for the LG GS-N599PL side by side fridge.
Srtviper@reddit
Instead of replying to your comment here is a poorly written blurb shat out by the machine that makes stuff up and knows nothing. Lmfao
Recoil42@reddit
Well, those are definitely words a robot has been prompted to say.
cookingboy@reddit
This article doesn’t make sense. It says BYD’s profit and market share is falling because… checks notes… its other Chinese competitors are now growing and the domestic competition is intensifying.
The Chinese EV industry is far bigger than just BYD, and BYD’s share is only gonna shrink. Using a single company to benchmark the whole sector doesn’t make sense.
V8-Turbo-Hybrid@reddit
I just wonder what happen when these Chinese automakers lose incentives. Really can see more bloody competition in Chinese car market.
Thomas_633_Mk2@reddit
I am not surprised in the slightest. This is the second article from an American source doing the same thing this week.
This is what journalists have done since at least the Tesla Model S, it's nonsensical and stupid but it's been happening for over a decade now.
Vulnox@reddit
Yep, anyone thinking this is a sign of apocalypse on its own should look up how many US automakers there were in the early 1900s. I think there’s a Wikipedia article covering it. A few were folded under GM/Ford/Chrysler, but most just died off.
I don’t know how it will work for China since I’m not as familiar with how their system handles letting companies consolidate and fail like that, but if it does happen it wouldn’t be surprising or new.
Does_Not_Use_Clothes@reddit
Are you honestly suggesting that it’s fair to compare 2026 china with 1900s United States? Like you think that’s smart and relevant? Like sincerely?
Recoil42@reddit
Strawman framing, yellow card. Argument from incredulity, red card.
That's two cards, Does_Not_Use_Clothes is ejected from the game.
Recoil42@reddit
This is my favourite infographic on the topic.
Vulnox@reddit
That is very cool. I like that it shows all the electric car companies in the early days which is another aspect I feel people aren’t as aware of. They were some of the most popular vehicles early on, it really shifted to gas vehicles when highway systems started going in and they could expand gasoline stations easier than charging stations. Plus the idea of fast charging wasn’t even conceivable.
ArcticBP@reddit
Look at the OPs username
Makeitquick666@reddit
ah...
Fabri91@reddit
Oh, I see
Jmauld@reddit
Ironically. It’s okay to measure the health of the Chinese EV markets based on how well BYD does against Tesla….9
hundredjono@reddit
Trust me bro, Chinese cars are the best. Just believe me bro they’re better than the Detroit automakers. Just trust me this one time bro they won’t blow up and burn bro.
cookingboy@reddit
Who are you even making fun of? Because the top executives of Detroit automakers themselves who are saying Chinese EVs are the best.
Like… nobody in the industry even debate that point anymore, not American auto executives, or German auto executives, or even Japanese auto executives.
But hey maybe you have insider information that the rest of the world doesn’t.
dreamingawake09@reddit
Hell the fat lard that loves the SU7(Farley) is screaming that the chinese EVs shouldn't even be allow in the US. Too little too late though with Mexico and soon Canada getting them. Will be too easy to smuggle them in.
https://insideevs.com/news/792969/ford-farley-chinese-cars-canada/
Makeitquick666@reddit
it used to be (2, maybe 3 years ago?) that Chinese cars are the best for the money.
Now they're probably the best for any money
kyonkun_denwa@reddit
Insider knowledge? Nah, he just has a healthy dose of American exceptionalism.
deleted_by_reddit@reddit
[removed]
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