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Tesla Motors Inc Lags Behind China's BYD In Almost Every Segment: GTM
http://www.thecountrycaller.com/463...ehind-chinas-byd-in-almost-every-segment-gtm/
Tesla is playing a catch up game with BYD in almost every segment from EVs to storage batteries
Published By: Angela Campbell on August 11, 2016 09:59 am EST
Last month, Tesla Motors Inc (NASDAQ:TSLA) CEO announced plans to merge production of storage and solar integrated products, cover all major forms of terrestrial transport, achieve full autonomy, and introduce ride-sharing via his Master Plan, Part Deux.
Recently, we reported IDTechEx believes that Tesla is copying China’s BYD Co Ltd (BYD: Build Your Dream), with its electric vehicle (EV), battery technology, and solar cells. Now, Greentech Media (GTM) says that the Californian automaker is playing catch up game with BYD, as the Chinese company has already built Mr. Musk’s dream in a profitable way.
Tesla expects to increase its EV sales from 50,000 in 2015 units to about 80,000 units in 2016, representing annual growth of 60%. At 100kWh per vehicle, GTM anticipates that the automaker consumed 5GWh of batteries last year and would consume 8GWh this year, which is way more than its competitors.
However, the company did not reveal numbers for ‘Tesla Energy’ in 2QFY16, after deploying 25MWh during the first quarter. Conversely, SolarCity sees equipment installation at its Gigafactory in Buffalo, NY through 3QFY17, implying that production may not start before 2018.
Since Tesla has made Model 3 and Model Y its top priorities, GTM believes it will not produce the commercial ‘Tesla Semi,’ pickup truck and mini bus, before the end of this decade. Additionally, consumer market is way bigger than the commercial market.
While Mr. Musk’s latest timeline for full autonomy is 4QFY17, the publication cannot predict the timeline due to breakup with Mobileye NV (NYSE:MBLY).
Though, the comparison between Tesla and BYD shows that the Chinese company has grown faster and it is leading in almost every segment:
BYD outsold Tesla in 2015 and expects to double its growth during the current year, which would outsell the American company by 44,000 units this year. Tesla would possibly catch up to BYD’s annual sales with the Model 3 by 2018 or 2019, GTM estimates.
BYD’s estimated battery use in terms EV production was twice as much as Tesla’s last year and the ratio is expected to remain the same this year. Additionally, it is building another manufacturing plant, though, it believes that Tesla’s battery technology is cheaper than BYD’s.
BYD is also far ahead of Tesla when it comes to energy storage deployment and currently dominates in North America. While Tesla plans to achieve 1GW of annual production by 2017, BYD did it two years ago.
The Chinese automaker has already commercialized electric buses and trucks and has already started selling them.
Only segment where Tesla has an edge over BYD and other automakers is autonomous driving. With the Autopilot, it has the best semi-autonomous driving assist features in the market and could possibly hit full autonomy before others.
BYD Awarded $9 Million To Deliver 27 Electric Trucks In Southern California
2 weeks ago by Mark Kane 14Comments
BYD Lancaster Bus Factory
BYD’s “Lancaster” Bus – 60 Feet Long – 171 Miles Of Range
BYD’s Lancaster facility was initially established to produce electric buses, but it seems that there is more and more orders for the company’s electric trucks too.
Recently, the Chinese company was awarded $9 million by the State of California for 27 electric trucks.
23 class 8 and four class 5 vehicles will be used in disadvantaged communities within the cities of San Bernardino, Commerce and Fontana.
“The State of California is awarding $9 million to the San Bernardino Associated Governments (SANBAG) for 27 zero-emission trucks to replace diesel-powered heavy-duty tractors used in rail yards and large-scale freight distribution centers. The funds come from the California Climate Investments (CCI) program and are designed to reduce greenhouse gases (GHG), while also reducing petroleum usage and improving air quality in residential communities.
The project, which kicked off this week, will place these electric-powered trucks in disadvantaged communities within the cities of San Bernardino, Commerce and Fontana. The goal is to develop zero-emission vehicles that could replace existing diesel trucks accelerating the commercialization of these and other examples of heavy-duty advanced, zero-emission technologies in California.”
“Over the two-year duration of the demonstration project, the full complement of the zero-emission trucks will result in overall reductions of 3,500 tons of carbon dioxide, 3,250 pounds of nitrogen oxide and 170 pounds of diesel soot (PM10).”
“The two types of trucks funded by this grant are the most common at every major freight location in the U.S., providing a model for truck electrification that could be scaled to any facility. The project will demonstrate 23 battery-electric 80,000-pound (GVWR) Class 8 yard trucks, also known as “yard goats,” which are used to move heavy freight containers short distances within freight yards, warehouses, distribution centers and port terminals. The project also demonstrates four 16,100-pound (GVWR) Class 5 medium-duty service trucks. BNSF Railway will operate the trucks at two of its intermodal rail yards in the cities of San Bernardino and Commerce; Daylight Transport will also operate the trucks at its new truck freight transfer facility in Fontana.
The grant is part of a larger statewide investment in low-carbon transportation projects that are pivotal to meeting California’s ambitious goals to reduce greenhouse gas emissions, improve air quality and reduce petroleum dependency by accelerating the development and deployment of advanced vehicle technologies. The project also supports the Governor’s Executive Order (B-32-15) to “upgrade freight vehicles and infrastructure” utilizing “technologies, energy sources, and fuels that enable greater transportation efficiency while reducing community and environmental impacts.” The draft California Sustainable Freight Action Plan, required under the Executive Order, was made public last month.
The fully electric trucks will be designed and manufactured by BYD in Lancaster, California.”
—
Bonus: If you enjoy corporate and government sound-bites, the following quotes on the EV purchases should make your day!
California Air Resources Board (CARB) Chair Mary D. Nichols said:
“This project will help put the very cleanest trucks to work where they are heavily utilized, moving cargo within freight yards. Cleaner trucks mean cleaner air for all Californians, but especially for those who live in neighborhoods next to these freight transfer facilities.”
SANBAG President Ryan McEachron said:
“In a county like ours, it is imperative that we continue to seek the resources needed to fund innovative and effective solutions to the air quality challenges we face. This grant represents just one part of a continued effort by SANBAG to enhance the quality of life for our residents.”
Mark Kirschinger, BNSF general manager operations California Division said:
“At BNSF, we believe it is good business and good citizenship to minimize our impact on the environment and to contribute to the long-term sustainability of our business. We welcome the opportunity to participate in this demonstration project to test the viability and effectiveness of using zero-emission trucks inside two of our Southern California facilities.”
Stella Li, president of BYD Motors said:
“BYD’s class 8 heavy-duty yard truck and class 5 medium-duty service truck technology will prove that vehicle electrification is a solution that can be applied today to a variety of needs — not just passenger vehicles. BYD is proud to collaborate on this project and showcase our best-in-market electric battery technology. By deploying these trucks in 24/7 operations, this project will prove that truck electrification can be adopted at any major freight location and scaled for any facility and business need in the U.S.”
http://insideevs.com/byd-awarded-9-million-to-deliver-27-electric-trucks-in-southern-california/
BYD Debuts 3 New Electric Buses At 2015 Busworld
Busworld 2015 – a milestone show for BYD with three premieres
BYD unveiled three new electric bus models for the European market at 2015 Busworld.
The first is a pure electric double decker – one of five, which right after the event will be used in London! With 345 kWh it will go 300 km (186 miles) on a single charge.
“Designed especially for service in the world’s ‘double decker capital’ – London, BYD’s 10.2m double decker (making its World Premiere) is the bus some said could never be built: a pure electric double decker. BYD took up the challenge and delivered the bus in just two years – five go into service on a key Transport for London route straight after Busworld.”
Another new model was the green 18-meter articulated bus with capacity of 150 people. Battery capacity stands at 270 kWh, so the range will be up to 220 km (137 miles).
“Also making its World Premiere is the BYD 18m articulated bus . With capacity for 150 passengers, this is the largest pure electric bus ever built and is configured for the many European cities where double deckers cannot operate. The Busworld vehicle is fitted with an optional overhead pantograph which allows recharging in just 1.5 hours from 0 to 100% when the bus is in the bus station or depot. The bus has a range on a single charge of 220km under UITP SORT conditions.”
And the last one was a short midibus, 8 meters long. Range is 230 km (143 miles).
“As well as the two high capacity buses on its stand, BYD is introducing another new pure electric bus to the European market – the BYD 8m midibus which has previously only been sold in China. This is the first time it has been seen in Europe. The show bus is to China market specification but a European version will be available shortly.”
All there models will expand BYD’s previous offer of 12-meter ebuses to fulfill the needs of every city.
BYD Electric Double Decker
BYD Electric Double Decker
Isbrand Ho, Managing Director of BYD Europe, said:
“We can now offer operators an emissions free solution for every bus type meaning there can be no reason to further postpone going electric, not tomorrow but today. We have effectively eliminated range anxiety with our ever improving battery technology, we can offer innovative financing packages and we have enhanced our support team in Europe.”
“Sales of our ebuses are now taking off – the latest contract for 51 for Transport for London with bodies by Alexander Dennis (ADL) is a milestone and follows the fleet of 35 ebuses now in service at Amsterdam Schiphol airport. With the much wider range of products we are unveiling today we can now meet every demand”, said Mr Ho, who went on to hint at a further imminent development of the BYD-ADL relationship.
Commenting on the new bus, Leon Daniels, Transport for London’s Managing Director for Surface Transport, said at Busworld:
“BYD is a big player in this market and has invested heavily in developing the battery technology and also battery management technology. BYD has excellent facilities which I have seen for myself for manufacturing and testing. BYD is a world leader and we hope its commitment will continue to grow and that we will see rising numbers of all-electric vehicles produced with longer ranges and lower unit costs. It is also exciting to see BYD work in partnership with Alexander Dennis who have a well-established reputation in London and Europe. So, this is an exciting time to be enhancing the fleet with rapid developments in battery technology and benefitting from BYD’s research and development in this area.”
BYD 18m
BYD ebus 8M
http://www.thecountrycaller.com/463...ehind-chinas-byd-in-almost-every-segment-gtm/
Tesla is playing a catch up game with BYD in almost every segment from EVs to storage batteries
Published By: Angela Campbell on August 11, 2016 09:59 am EST
Last month, Tesla Motors Inc (NASDAQ:TSLA) CEO announced plans to merge production of storage and solar integrated products, cover all major forms of terrestrial transport, achieve full autonomy, and introduce ride-sharing via his Master Plan, Part Deux.
Recently, we reported IDTechEx believes that Tesla is copying China’s BYD Co Ltd (BYD: Build Your Dream), with its electric vehicle (EV), battery technology, and solar cells. Now, Greentech Media (GTM) says that the Californian automaker is playing catch up game with BYD, as the Chinese company has already built Mr. Musk’s dream in a profitable way.
Tesla expects to increase its EV sales from 50,000 in 2015 units to about 80,000 units in 2016, representing annual growth of 60%. At 100kWh per vehicle, GTM anticipates that the automaker consumed 5GWh of batteries last year and would consume 8GWh this year, which is way more than its competitors.
However, the company did not reveal numbers for ‘Tesla Energy’ in 2QFY16, after deploying 25MWh during the first quarter. Conversely, SolarCity sees equipment installation at its Gigafactory in Buffalo, NY through 3QFY17, implying that production may not start before 2018.
Since Tesla has made Model 3 and Model Y its top priorities, GTM believes it will not produce the commercial ‘Tesla Semi,’ pickup truck and mini bus, before the end of this decade. Additionally, consumer market is way bigger than the commercial market.
While Mr. Musk’s latest timeline for full autonomy is 4QFY17, the publication cannot predict the timeline due to breakup with Mobileye NV (NYSE:MBLY).
Though, the comparison between Tesla and BYD shows that the Chinese company has grown faster and it is leading in almost every segment:
BYD outsold Tesla in 2015 and expects to double its growth during the current year, which would outsell the American company by 44,000 units this year. Tesla would possibly catch up to BYD’s annual sales with the Model 3 by 2018 or 2019, GTM estimates.
BYD’s estimated battery use in terms EV production was twice as much as Tesla’s last year and the ratio is expected to remain the same this year. Additionally, it is building another manufacturing plant, though, it believes that Tesla’s battery technology is cheaper than BYD’s.
BYD is also far ahead of Tesla when it comes to energy storage deployment and currently dominates in North America. While Tesla plans to achieve 1GW of annual production by 2017, BYD did it two years ago.
The Chinese automaker has already commercialized electric buses and trucks and has already started selling them.
Only segment where Tesla has an edge over BYD and other automakers is autonomous driving. With the Autopilot, it has the best semi-autonomous driving assist features in the market and could possibly hit full autonomy before others.
BYD Awarded $9 Million To Deliver 27 Electric Trucks In Southern California
2 weeks ago by Mark Kane 14Comments
BYD Lancaster Bus Factory
BYD’s “Lancaster” Bus – 60 Feet Long – 171 Miles Of Range
BYD’s Lancaster facility was initially established to produce electric buses, but it seems that there is more and more orders for the company’s electric trucks too.
Recently, the Chinese company was awarded $9 million by the State of California for 27 electric trucks.
23 class 8 and four class 5 vehicles will be used in disadvantaged communities within the cities of San Bernardino, Commerce and Fontana.
- 23 battery-electric 80,000-pound (GVWR) Class 8 yard trucks, also known as “yard goats,” which are used to move heavy freight containers short distances within freight yards, warehouses, distribution centers and port terminals.
- The project also demonstrates four 16,100-pound (GVWR) Class 5 medium-duty service trucks. BNSF Railway will operate the trucks at two of its intermodal rail yards in the cities of San Bernardino and Commerce; Daylight Transport will also operate the trucks at its new truck freight transfer facility in Fontana.
“The State of California is awarding $9 million to the San Bernardino Associated Governments (SANBAG) for 27 zero-emission trucks to replace diesel-powered heavy-duty tractors used in rail yards and large-scale freight distribution centers. The funds come from the California Climate Investments (CCI) program and are designed to reduce greenhouse gases (GHG), while also reducing petroleum usage and improving air quality in residential communities.
The project, which kicked off this week, will place these electric-powered trucks in disadvantaged communities within the cities of San Bernardino, Commerce and Fontana. The goal is to develop zero-emission vehicles that could replace existing diesel trucks accelerating the commercialization of these and other examples of heavy-duty advanced, zero-emission technologies in California.”
“Over the two-year duration of the demonstration project, the full complement of the zero-emission trucks will result in overall reductions of 3,500 tons of carbon dioxide, 3,250 pounds of nitrogen oxide and 170 pounds of diesel soot (PM10).”
“The two types of trucks funded by this grant are the most common at every major freight location in the U.S., providing a model for truck electrification that could be scaled to any facility. The project will demonstrate 23 battery-electric 80,000-pound (GVWR) Class 8 yard trucks, also known as “yard goats,” which are used to move heavy freight containers short distances within freight yards, warehouses, distribution centers and port terminals. The project also demonstrates four 16,100-pound (GVWR) Class 5 medium-duty service trucks. BNSF Railway will operate the trucks at two of its intermodal rail yards in the cities of San Bernardino and Commerce; Daylight Transport will also operate the trucks at its new truck freight transfer facility in Fontana.
The grant is part of a larger statewide investment in low-carbon transportation projects that are pivotal to meeting California’s ambitious goals to reduce greenhouse gas emissions, improve air quality and reduce petroleum dependency by accelerating the development and deployment of advanced vehicle technologies. The project also supports the Governor’s Executive Order (B-32-15) to “upgrade freight vehicles and infrastructure” utilizing “technologies, energy sources, and fuels that enable greater transportation efficiency while reducing community and environmental impacts.” The draft California Sustainable Freight Action Plan, required under the Executive Order, was made public last month.
The fully electric trucks will be designed and manufactured by BYD in Lancaster, California.”
—
Bonus: If you enjoy corporate and government sound-bites, the following quotes on the EV purchases should make your day!
California Air Resources Board (CARB) Chair Mary D. Nichols said:
“This project will help put the very cleanest trucks to work where they are heavily utilized, moving cargo within freight yards. Cleaner trucks mean cleaner air for all Californians, but especially for those who live in neighborhoods next to these freight transfer facilities.”
SANBAG President Ryan McEachron said:
“In a county like ours, it is imperative that we continue to seek the resources needed to fund innovative and effective solutions to the air quality challenges we face. This grant represents just one part of a continued effort by SANBAG to enhance the quality of life for our residents.”
Mark Kirschinger, BNSF general manager operations California Division said:
“At BNSF, we believe it is good business and good citizenship to minimize our impact on the environment and to contribute to the long-term sustainability of our business. We welcome the opportunity to participate in this demonstration project to test the viability and effectiveness of using zero-emission trucks inside two of our Southern California facilities.”
Stella Li, president of BYD Motors said:
“BYD’s class 8 heavy-duty yard truck and class 5 medium-duty service truck technology will prove that vehicle electrification is a solution that can be applied today to a variety of needs — not just passenger vehicles. BYD is proud to collaborate on this project and showcase our best-in-market electric battery technology. By deploying these trucks in 24/7 operations, this project will prove that truck electrification can be adopted at any major freight location and scaled for any facility and business need in the U.S.”
http://insideevs.com/byd-awarded-9-million-to-deliver-27-electric-trucks-in-southern-california/
BYD Debuts 3 New Electric Buses At 2015 Busworld
Busworld 2015 – a milestone show for BYD with three premieres
BYD unveiled three new electric bus models for the European market at 2015 Busworld.
The first is a pure electric double decker – one of five, which right after the event will be used in London! With 345 kWh it will go 300 km (186 miles) on a single charge.
“Designed especially for service in the world’s ‘double decker capital’ – London, BYD’s 10.2m double decker (making its World Premiere) is the bus some said could never be built: a pure electric double decker. BYD took up the challenge and delivered the bus in just two years – five go into service on a key Transport for London route straight after Busworld.”
Another new model was the green 18-meter articulated bus with capacity of 150 people. Battery capacity stands at 270 kWh, so the range will be up to 220 km (137 miles).
“Also making its World Premiere is the BYD 18m articulated bus . With capacity for 150 passengers, this is the largest pure electric bus ever built and is configured for the many European cities where double deckers cannot operate. The Busworld vehicle is fitted with an optional overhead pantograph which allows recharging in just 1.5 hours from 0 to 100% when the bus is in the bus station or depot. The bus has a range on a single charge of 220km under UITP SORT conditions.”
And the last one was a short midibus, 8 meters long. Range is 230 km (143 miles).
“As well as the two high capacity buses on its stand, BYD is introducing another new pure electric bus to the European market – the BYD 8m midibus which has previously only been sold in China. This is the first time it has been seen in Europe. The show bus is to China market specification but a European version will be available shortly.”
All there models will expand BYD’s previous offer of 12-meter ebuses to fulfill the needs of every city.
BYD Electric Double Decker
BYD Electric Double Decker
Isbrand Ho, Managing Director of BYD Europe, said:
“We can now offer operators an emissions free solution for every bus type meaning there can be no reason to further postpone going electric, not tomorrow but today. We have effectively eliminated range anxiety with our ever improving battery technology, we can offer innovative financing packages and we have enhanced our support team in Europe.”
“Sales of our ebuses are now taking off – the latest contract for 51 for Transport for London with bodies by Alexander Dennis (ADL) is a milestone and follows the fleet of 35 ebuses now in service at Amsterdam Schiphol airport. With the much wider range of products we are unveiling today we can now meet every demand”, said Mr Ho, who went on to hint at a further imminent development of the BYD-ADL relationship.
Commenting on the new bus, Leon Daniels, Transport for London’s Managing Director for Surface Transport, said at Busworld:
“BYD is a big player in this market and has invested heavily in developing the battery technology and also battery management technology. BYD has excellent facilities which I have seen for myself for manufacturing and testing. BYD is a world leader and we hope its commitment will continue to grow and that we will see rising numbers of all-electric vehicles produced with longer ranges and lower unit costs. It is also exciting to see BYD work in partnership with Alexander Dennis who have a well-established reputation in London and Europe. So, this is an exciting time to be enhancing the fleet with rapid developments in battery technology and benefitting from BYD’s research and development in this area.”
BYD 18m
BYD ebus 8M
