EV Daily | Tesla Expands Semi Production Globally; New VW ID.3 Challenges BYD in China

【Tesla】

Elon Musk announced the global availability of the Tesla Semi, emphasizing production expansion plans. The Semi was showcased in Europe with modifications for EU regulations, indicating a focus on international production. Tesla's Bitcoin activities involve moving assets to new wallets, speculating on potential sales or crypto payment acceptance. Issues with high Bitcoin energy consumption led Tesla to suspend Bitcoin payments, though the company hasn’t sold its entire holding. Tesla's self-driving promises face scrutiny, particularly regarding HW3-equipped vehicles, which may not achieve full autonomy. Retrofit from HW3 to HW4 is deemed economically unfeasible, posing liability issues for Tesla as it redefines its self-driving capabilities. Tesla's top-selling EVs in Q3 2024 include the Model Y, Model 3, and Cybertruck, continuing to lead in the US market.

【BYD】

BYD has achieved its nine millionth NEV build and faces competition as VW launches a new ID.3 in China equipped with an LFP battery, targeting BYD's Dolphin EV market with competitive pricing.

【Others】

Honda's Prologue electric SUV becomes the fifth best-selling EV in the US, with significant discounts boosting sales. It shares a platform with GM's vehicles but differentiates with added features. Lyten plans to build a lithium-sulfur battery gigafactory in Reno, Nevada, supporting its entry into various markets. Lithium-sulfur batteries promise lighter weight and use more abundant US materials. Mercedes previews its upcoming CLA EV with a new design, efficient platform, and potential 466-mile range. The vehicle is expected to debut globally as a 2026 model. GM's Next Gen tactical vehicle prototype features electric drive motors for silent operation, aimed at military applications with enhanced capabilities. Nissan's Ariya gets NACS adapters for Tesla Supercharger access, and launches the NISSAN ENERGY Charge Network with extensive charging station access. Volkswagen faces challenges in China due to intense competition, prompting price cuts on the ID.3 to boost sales. VW plans to introduce a new ID.3 with an LFP battery to remain competitive. Zero Labs introduces a reimagined electric Land Rover Series 109 with a new platform and extensive design upgrades, catering to classic car enthusiasts. Renault unveils the Renault 4 E-Tech, a compact SUV nodding to its classic model, at the Paris auto show. The vehicle aims for affordability and strong EV demand recovery. Hyundai's Inster EV Cross, a rugged variant of its city EV, offers adventurous features and an enhanced range, with production starting soon in Korea. France's Engie plans to liquidate EVBox, closing operations due to sustained losses, impacting 700 jobs and existing customer base. The charging sector faces challenges amid evolving regulations and funding issues.