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Which Chinese Auto Maker will Tesla decide to cooperate to make EV in China?
Why does it need to be an auto maker? It possibly could be just a manufacturer partner (ie, Foxconn).
Why does it need to be an auto maker? It possibly could be just a manufacturer partner (ie, Foxconn).
in order to sell and make car and avoid the 25% import tax, Tesla need to partner with an existing car maker.
Foxconn is listed at HK Stock Exchange #2038; their factories are located at many province at China.
Foxconn is already making some Model S components for Tesla.
I think likely Tesla will partner with Geely; who has bought Volvo together with Ford some years ago. they are interested to cooperate with western company, and their mission is "make safest car, make green car." very consistent with Tesla.
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Not matter it's import tax or other fee; China or any countries always have their way to make it much higher cost to purchase foreign cars.
E.g. Hong Kong hasn't import tax, but has first registration fee, which make car prices about double compare to USA.
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another possibility maybe BYD, HK Stock #1211.
BYD is existing EV maker in China, they consider Tesla as their major competitor.
But as Elon may release patents to competitors to create constructive competition, it may turn our BYD and Tesla will become partners.
Why does it need to be an auto maker? It possibly could be just a manufacturer partner (ie, Foxconn).
From what I understand, China has plate fees. But they made 3000 car exemption for imported EVs, local EVs are totally exempted kind of. Though would the fee alone justify it? At end of the day, if Tesla was to make a partnership. It would have to be a company that fills in the gaps that Tesla lacks, not one that complements them. As Tesla is in favor of vertical integration. Which means Tesla needs an energy partner in China. To make sure that Tesla cars are charged using clean energy and that infrastructure is maintained in China.
BYD would probably be the last pick. I don't think Panasonic wants to have Tesla seeks competitors. Because BYD is more of a Panasonic competitor then Tesla competitor.
Tesla already allied with a Chinese solar power company to build SC stations, what they need is to make cheaper cars in China is to ally a car maker I think.
Now Tesla don't need to make partnership with other auto makers. I think Tesla will partner with other auto makers after 2020(success of Gen 3, half million per year). When Tesla build 2nd, 3rd giga factories, they will give away patents(supercharging & power train technologies) to other auto makers under the terms of exclusive contracts like sole distributorship of battery pack.Tesla already allied with a Chinese solar power company to build SC stations, what they need is to make cheaper cars in China is to ally a car maker I think.
Now Tesla don't need to make partnership with other auto makers. I think Tesla will partner with other auto makers after 2020(success of Gen 3, half million per year). When Tesla build 2nd, 3rd giga factories, they will give away patents(supercharging & power train technologies) to other auto makers under the terms of exclusive contracts like sole distributorship of battery pack.
This means Tesla will partner with automobile part suppliers like Foxconn, not other auto makers.During Elon at Beijing first car delivery event some weeks ago, he had mentioned that he plans to make cars at China within 3-4 years, not 2020; and he also mentioned that this decision is aim to reduce the 25% tax.