AD #3864 - U.S. To Ban Chinese Connected Car Tech; BYD Sets Monthly Sales Record; Mercedes Gets L4 Approval in China
Autoline Daily
AD #3864 - U.S. To Ban Chinese Connected Car Tech; BYD Sets Monthly Sales Record; Mercedes Gets L4 Approval in China
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Speaker 1: This is Utoline Daily, the show dedicated to enthusiasts of the global automotive industry. The US wants to ban connected
car tech from Chinese companies. Reuter's reports that in the
coming weeks, the Commerce Department is expected to propose a rule that will ban level three and above autonomous vehicles that use Chinese software, as well as connected cars that use Chinese developed wireless communication devices. It says it's concerned
about the national security risk the technology might pose and will require automakers and suppliers to verify that none of their stuff is made with a foreign entity of concern like China. Tesla has faced similar claims in China that
its tech poses a national security risk, which resulted in restriction for military bases, government agencies, and even cultural and exhibition centers, and it's only been recently that authorities have stoped to come around on taskless tech.
Speaker 2: It's been testing FSD.
Speaker 1: In the US for years, but finally looks like it's on a path for approval in China. The expected ban
on Chinese software in tech in the US comes right on the heels of a new one hundred percent import tariff on Chinese evs. Chinese authorities are already pushing back
on those tariffs, so it will likely do the same if its software in tech is also banned. While the
US says it's concerned about the national security risks, a move like this will also give automakers and suppliers a chance to catch up to China in those areas. Oak
Ridge National Lab, which is funded by the Department of Energy, has made some really impressive improvements to wireless car charging.
Existing wireless chargers are quite inefficient, with peak rates somewhere around fifty kilowatts, but many rarely go over eleven kilowatts, which is less than some home ev chargers. But Oakridge
National Lab developed the way to rotate the magnetic fields between the pickup coils that are mounted on the car and the charging mat which are just under five inches or nearly thirteen centimeters apart. In twenty sixteen, it was
able to achieve a charging rate of twenty kilowats. Last
year it bumped that all the way up to one hundred and twenty kilowatts, and then it just completed a test recently at two hundred and seventy kilowatts.
Speaker 2: On top of that, it says based on a per kilowat weight.
Speaker 1: It's also the most lightweight charging system in the world.
The car used in the most recent test was a Porsche Tychon and Oakridge and VWSA. They'll continue to develop
the wireless charging system. Speaking of EV charging, Samsung has
some pretty impressive claims for its EV specific solid state oxide battery. It says they'll have a twenty year lifespan,
We'll recharge yrarge in just nine minutes and have an energy density of around five hundred watt hours per kilogram, which is double some of today's evs and could provide a range of about six hundred miles or nine hundred and sixty five kilometers. However, mass production is still several
years away and will need much more powerful chargers than we have today to charge an EV in only nine minutes.
But for those of you who still love piston power, AC cars, the oldest active British car maker, which was founded in nineteen oh one, is coming out with a production hardtop version of the AC Cobra for the first time ever. It's built on the same platform as the
existing AC Cobra GT Roadster and wears a similar front end design, but the rear of the car was inspired by.
Speaker 2: The ACA ninety eight.
Speaker 1: Coop Lamar race car from nineteen sixty four. Initially, it
will be limited to ninety nine examples. Those cars feature
a specially tuned supercharged V eight that makes nearly eight hundred horse power and will cost three hundred and twenty five thousand pounds or over four hundred and fifteen thousand dollars.
But it also plans to make two other versions, one with a naturally aspirated V eight that makes four hundred and fifty horse power and another with a supercharge V eight that makes seven hundred and twenty horse power.
Speaker 2: Orders are open right now.
Speaker 3: There's nothing wrong with heavy metal, hey light enough, but with world class composit material taging, Automotive Technologies makes vehicles lighter, safer, and more eco friendly.
Speaker 1: BUID set a sales record in July, and it was its plug in hybrids that fueled that growth. The automakers
sold more than three hundred and forty thousand vehicles last month, which is a thirty percent increase from a year ago.
Its p HAVE sales were up sixty seven percent to about two hundred and ten thousand, eight hundred units, but its b EV sales of one hundred and thirty thousand units was down three and a half percent compared to last year. Its overseas sales are still relatively small at
thirty thousand vehicles, but it's expanding quickly in Europe, and last week it was reported that the company plans to enter the Canadian market. Through July, BYD has sold more
than one point nine million vehicles, up about thirty percent from a year ago. And while BYD's b EV sales slipped,
Tesla's made in China sales bounced back in July. According
to the China Passenger Car Association, Teslas sold more than seventy four thousand China made vehicles last month, a fifteen percent gained from a year ago. However, Teslass sales are
down over all the year. Through July, Tesla has sold
more than five hundred thousand made in China vehicles, which is down seven percent from last year. As we said
earlier in the show, it looks like Tesla is finally getting approval for FSD in China, and Mercedes is also making progress with its autonomous vehicle development in the country.
The automaker announced it's the first four and automaker to receive approval to test level four self driving vehicles on roads in Beijing. It will use two S class sedans
for the tests, which are equipped with light, our radar and cameras. Mercedes autonomous development is moving quickly in China.
It first started test and closed environments in twenty twenty one so it could adapt its system to China's roads.
At the end of last year, it received approval to conduct level three autonomous tests, and now it has approval for level four. The slowdown in the EV market is
going to continue, according to chip maker Infinion. The CEO
of the company said that a recovery in EV sales is quote not yet in sight and that the slump in EV sales was partly responsible for a ten percent drop in revenue in its recent quarter, and because of that decline, the company is laying off fourteen hundred workers.
Part of its problem is that Infinion has become more and more dependent on the auto industry for its sales.
Speaker 2: Its automotive business.
Speaker 1: Brought in more than two billion euros in revenue last quarter, which is more than half of its overall revenue, and Infinion isn't the only chip maker that's struggling Intel is planning to cut fifteen thousand jobs worldwide in order to slash costs. Intel is a major supplier of semiconductors to
the auto industry, with its chips.
Speaker 2: In more than fifty million vehicles.
Speaker 1: Currently, eighteen automakers use its chips for EVS and software, so any disruptions to the supply could have a big impact on automakers.
Speaker 2: But that's it for today's show.
Speaker 1: Thanks for watching and have a great day.
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About this episode
The discussion covers the US government's upcoming ban on Chinese connected car technology over national security concerns, impacting autonomous vehicles and wireless communication devices. BYD sets a new monthly sales record, driven by plug-in hybrids, while Tesla's China-made vehicle sales rebound slightly. Mercedes gains approval to test level 4 autonomous vehicles in Beijing, marking significant progress in China's self-driving tech. Innovations in wireless EV charging by Oak Ridge National Lab and Samsung's promising solid-state battery technology highlight future EV advancements. The episode also touches on challenges faced by chipmakers like Infineon and Intel amid the EV market slowdown.
Original notes
- U.S. To Ban Chinese Connected Car Technology - Oak Ridge Achieves Wireless EV Charging Record - Samsung Makes Progress with Solid-State Batteries - AC Cars Introduces Hardtop Cobra for First Time Ever - BYD Sets Monthly Sales Record - Tesla’s Made-In-China Sales Up in July - Mercedes Receives L4 Testing Approval in China - Infineon Says EV Sales Rebound “Not Yet in Sight” - Intel Slashes 15,000 Jobs
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