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A comment on Electric vehicle battery prices are falling faster than expected. Parent comment

Re:Electric vehicle battery prices are falling faster than e... by biaachmonkie on Saturday November 18, 2023 @01:14AM (#38316077)
Maybe it's because your numbers are wrong? BYD is certainly a massive and growing force in the auto industry and all signs point to that continuing, but their BEV sales 'only' are about equal to Tesla.

The often quoted sales figures, that you appear to be referencing, that have them way out in the lead include ICE and Hybrid cars, so if you're going to include those you're really comparing overall auto sales not BEV sales.

https://www.investors.com/news/tesla-vs-byd-2023-comparing-e...

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Re:Electric vehicle battery prices are falling faster than e... by kristopolous on Saturday November 18, 2023 @05:55AM (#38317995)
BYD stopped selling ICE last year but setting that aside, if we use exclusively your reference, the trends are still showing strong growth for BYD. The ΔX is certainly not favoring Tesla for the #1 spot even by this metric if you play out only the trends documented in this single article.

Christensen formula is still in play.

(For people reading that's not to say it's a good stock buy, btw. Please don't try to divine financial advice from this comment)

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