EV Daily | Tesla's Robotaxi Launch Faces Scalability Issues; BYD Thrives Overseas Amid China Slowdown

【Tesla】

Tesla has launched a limited Robotaxi service in Austin, Texas, featuring driverless cars supported by backup teleoperation and a "safety monitor" in the passenger seat. The service faces challenges including parking indecision, phantom braking, and sun glare issues due to its camera-only sensing system rather than LiDAR. As Tesla scales the system, further errors are expected, especially during drop-offs or pickups. The gradual rollout contrasts with Tesla's ambition of overnight fleet autonomy, highlighting scalability concerns compared to competitors like Waymo.

【BYD】

BYD's sales have surged overseas, particularly in Europe, despite trimming production in China due to slowing demand. The company cut EV production at several factories and reduced night shifts, indicating challenges in the domestic market amid aggressive price cuts. BYD's sales growth has slowed, with a high inventory level in China, yet overseas sales, especially in Europe, continue to thrive, with affordable models like the Dolphin Surf boosting its presence.

【Others】

Honda's Prologue EV ranks among the top leased vehicles in the US, largely due to competitive lease rates. The Prologue sells well, with over 13,500 units sold through May, driven by affordable lease options and federal tax credits. Meanwhile, GM's Chevy Equinox EV is gaining traction as an affordable EV option with significant incentives. Hyundai's IONIQ models also feature competitive pricing, with new lease options and a charging infrastructure compatible with Tesla's Superchargers. Hyundai's IONIQ 9 offers long-range capabilities, aiming to bolster its market position despite temporary production halts in Korea due to inventory adjustments. Mazda's EZ-60 EV SUV sees strong demand in China with over 30,000 pre-orders, targeting young consumers with advanced technology and innovative purchasing schemes. The EZ-60 offers a high-tech interior and diverse powertrain options, aiming for a global launch as Mazda expands into key markets. Cadillac's Celestiq EV marks a milestone in luxury electric vehicles, with hand-built customization starting at $350,000. The sedan features advanced technology and unique interior design elements. Despite its high price, Cadillac aims to re-establish its luxury position, focusing on broader EV growth through models like the Optiq and Lyriq, which continue to perform well in the US market. Ford is set to start producing LFP batteries in the US, aiming to lower EV costs and compete globally. The new battery plant in Michigan will support Ford's next-gen EV program, focusing on affordability and expanded body styles. Ford faces political challenges due to potential changes in federal incentives, but remains committed to its production timeline, leveraging partnerships with Chinese battery tech providers.