Tesla, BYD and 4680 batteries
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Tesla’s batteries are engineered for high energy density and performance, while BYD’s focus on space efficiency and the use of more cost-effective materials.
From SciTechDaily
Volkswagen AG’s global deliveries rose in the first quarter as Europe’s biggest automaker benefited from surging demand for its electric vehicles.
From Bloomberg L.P.
He also thinks that Tesla's robotaxi service, scheduled to launch this summer in Austin, Texas, could be a significant catalyst.
From The Motley Fool
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Chinese EV giant BYD expanded its global market share on the back of lower prices, vertical integration and research and development. However, it now faces challenges amid tariff wars and growing strategic concerns.
India's commerce minister said the government has to be "convinced" BYD will "play by the rules" before the EV maker can expand in its market.
As the words came out of Trump’s mouth, they were probably drinking champagne in BYD headquarters,” Ives told The Post. “It accelerates BYD’s success.”
These approaches are two different ways of reaching the same destination, though interestingly, BYD’s battery configuration has better thermal management. Reportedly, Tesla’s offering produces around twice as much heat at a specific load than BYD’s configuration. This difference requires, not surprisingly, around twice as much cooling capacity.
Another fiscal year and another bold prediction that Tesla’s long-running reign as the global market share leader will end.
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China’s BYD Co. enjoyed a strong start to 2025, with sales up 58% in the first quarter versus the same period of last year.
BYD is taking advantage of Tesla's rough year as the two rivals compete to become the world's largest EV maker.
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Denza, which was once a 50:50 joint venture with Mercedes-Benz but is now wholly owned by BYD, accounted for just 3% of the group’s overall sales in China. However, as it targets a more profligate consumer, it has the potential to bring in a fresh revenue stream for the company.
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