Meinung: Haben westliche Autohersteller für solche ausgefallenen chinesischen Elektrofahrzeuge überhaupt eine Zukunft?
https://www.theglobeandmail.com/business/commentary/article-chinese-electric-vehicle-western-automakers-future/
Meinung: Haben westliche Autohersteller für solche ausgefallenen chinesischen Elektrofahrzeuge überhaupt eine Zukunft?
https://www.theglobeandmail.com/business/commentary/article-chinese-electric-vehicle-western-automakers-future/
4 Kommentare
Betteridge wins another one.
This race was lost a long time ago. We could catch up, but not by cutting ourselves off from the tech leader, which is our collective political leadership’s one and only response.
If they can adapt, sure, they’ve survived disruption in the past and China’s EV advantage today doesn’t mean they’re guaranteed to continue to lead tomorrow, or that there isn’t room for both in the market. We shouldn’t be artificially protecting automakers, all that does is discourage adaptation, kicking the can down the road on their failure and increase the cost to everyone.
If government wants to get involved, it should be to help speed adaptation and innovation in the sector, not shield it from change. Open the market up, but put resources on the table for companies to compete. It’s not a perfect market, but China also exerts enormous state resources in making their industries more competitive.
I find it interesting that this year, for the first time, the mainstream media is finally acknowledging the information iron curtain with respect to coverage on China, shifting from an ideology-based coverage to a more facts-based approach to spur real conversations.
A late start is better than nothing; we need to acknowledge how far we are behind in order to foster a mentality of catch-up and competition. We are not cooked yet and we have ample talented people to put up a fight for our own. Now let’s see if this can be supported by policy makers.
My take on this for my fellow Canadians? The US-based auto industry is moribund. Already unable to compete worldwide even before China coming in, it’s got maybe 5 years before turning into 21th century equivalent of Ladas. Our factories affiliated with the US needs to shift their technology cooperation elsewhere ASAP. We can invite investment from China and Europe and have them fight for our large auto market.
Step one: lift the Chinese EV tariffs and let the market be flooded with affordable and accessible new EVs. That would resolve the cognitive dissonance between a carbon tax/EV credits designed to encourage transition, and a tariff policy setting a very high barrier for entry into the EV market. The billions invested into subsidies for EV plants that are only viable at very high vehicle prices, can go towards 7-figure severance payments for all auto workers who would lose their jobs.