This drive 'unit' that BYD is using across their vehicles is that for internal use only? Or is it also being sold as an OEM part for other manufacturers to produce their own branded vehicles?
Tesla talks big about making a semitruck, but BYD is shipping them in quantity, and DHL is buying them. Range about 200 miles, which is enough for the daily trips of most local trucks. They're not trying to do long-haul trucks yet. Just take over the local trucking market. BYD isn't selling cars in the US much, but they make trucks in Los Angeles.[2]
Quietly, local trucking is going electric. Especially in China and Europe.[3] The US lags in electric medium trucks.
Ford CEO Jim Farley called the BYD Seagull “pretty damn good.” If US manufacturers don't keep up with BYD, “20% to 30% of your revenue is at risk.”
[1] https://www.linkedin.com/company/findreams-technology-co-ltd...
[2] https://en.byd.com/truck/about/
[3] https://theicct.org/wp-content/uploads/2023/12/ID-57-%E2%80%...