China EVs & More Episode #47 - ***Special Extended 2021 Year in Review***
Tu and Lei start the pod with a discussion about the Waymo & Zeekr partnership announcement.
They move on to a discussion about the elimination of the previous requirement by the Chinese govt. of foreign automakers to have a JV partner to enter the Chinese market and implications on what could happen in 2022 and beyond. It basically opens the market up to all different types of mashups between foreign and local players.
Lei discusses the overwhelming amount of news that's been generated over the course of 2021 and gives an example of all of the announcements for just the month of January 2021.
Words that start with the letter 'S' played a strong role in the 2021 passenger vehicle market and Lei lists those terms which include: Shift, Software, Strategy, Speed, Smart, Sales, Service, Struggling, Small, and others.
Tu introduces the three categories that EV companies should be placed in moving forward.
- Traditional Legacies
- EV first companies
- Tech players
Tu then summarizes his 12 most significant events of 2021 and Lei goes over his list. They then move on to a discussion on the battery supplier landscape.
Lei closes out the episode by talking about what he expects to see in 2022. Tu will reveal his thoughts on 2022 are on in Episode 48.
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