Daily Archive: May 29, 2023

Holiday Weekend Reveals Future Charging Needs (Part 2)

In Part 1, I named several locations that had full stations at the beginning of Memorial Day weekend. Now, I’m going to name one more and get into some important things we can learn about future charging needs. Ogallala, Nebraska Another thing I noticed was that Ogallala’s Electrify America station was full. Given what I’ve […]

Pony.ai launches robotaxi service with no safety officer on board in Shenzhen after Guangzhou

Pony.ai has previously been approved to provide robotaxi service without a driver in the car in Beijing and Guangzhou.

(Image credit: Pony.ai)

Pony.ai, a Chinese startup backed by Toyota Motor and Capital, has brought its fully unmanned robotaxi service to yet another Chinese mega-city as it continues to advance its self-driving ambitions.

On May 29, Pony.ai received a permit in Shenzhen to conduct robotaxi services without a safety officer in the vehicle in the city's core areas, the only one to receive the permit in the city so far, according to a press release today.

Founded in late 2016, Pony.ai has established R&D centers in Silicon Valley, Guangzhou, Beijing and Shanghai, and is running robotaxi operations locally.

In late 2019, NIO Capital said it invested in Pony.ai for an undisclosed amount when it announced the completion of a more than $200 million fundraising. In February 2020, Pony.ai announced it had raised $400 million from Toyota.

Pony.ai launched the robotaxi app PonyPilot in December 2018 and received a permit to operate the robotaxi service for a fee in Beijing in November 2021.

On March 17, Pony.ai announced that it received a license in Beijing to operate fully unmanned robotaxi services within a 60-square-kilometer area in the Yizhuang Economic Development Zone.

On April 26, the company said it was granted permission to offer robotaxi service without a safety officer in the vehicle in Guangzhou, when it put 17 robotaxis into operation.

The expansion of the driverless footprint to Shenzhen confirms Pony.ai's ability to quickly roll out self-driving technology in different cities, it said.

Driverless vehicles need to undergo rigorous testing before hitting the road, including remote scenarios, extreme scenarios, safety management, network and data security, risk response, and a comprehensive assessment by experts and government departments, Pony.ai said.

Successfully passing these tests proves Pony.ai's technical prowess, it said.

To date, Pony.ai has more than 1 million kilometers of fully unmanned testing and nearly 200,000 paid travel orders, the company said.

Pony.ai starts offering robotaxi service in Guangzhou without safety officer in vehicles

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NIO opens new plant in Hefei to produce swap stations

is aiming to add 1,000 battery swap stations this year, and to make up for the lack of capacity, it decided to build a new plant in Hefei to produce them, an executive said.

(NIO Power senior vice president Shen Fei talks to the media in Shanghai in March 2023. Image credit: CnEVPost)

NIO (NYSE: NIO) has added a new factory to produce battery swap stations to support its aggressive plan to add 1,000 battery swap stations this year, which it announced three months ago.

A new battery swap station was shipped from the Hefei, Anhui plant on Friday evening, and the station was installed in Xiamen, Fujian this morning, according to NIO Power senior vice president Shen Fei.

Shen revealed the development today on Weibo, which is the first time we've seen content about NIO's new battery swap station factory in Hefei, home to two of NIO's vehicle assembly plants.

NIO decided to add 1,000 battery swap stations this year after the Chinese New Year, and to make up for the lack of capacity, the company decided to build a factory in Hefei to produce these facilities, Shen said.

It took three months from the time that decision was made to the time the first battery swap station was shipped from the plant, according to Shen.

Shen did not provide more details, but the progress appears to have been made with the help of NIO's battery swap station supplier.

Shenzhen-traded Shandong Weida Machinery, which has been supplying battery swap stations to NIO, said on March 29 that its Kunshan, Jiangsu-based subsidiary Swap had developed and delivered the third-generation battery swap stations for NIO.

Swap will continue to develop, produce and supply according to NIO's actual demand and orders in the future, Weida said at the time on an investor interactive platform.

Swap is a joint venture established in 2017 by NIO Power and Weida's industrial robotics subsidiary Demac, dedicated to the design, development, production and manufacturing of automatic battery swap systems, according to information on its official website.

It is unclear how many factories Swap has in China to produce battery swap stations for NIO, which has a factory in Hungary to produce the facility that went into operation in September 2022.

The third generation of NIO's battery swap stations was unveiled at the NIO Day 2022 event on December 24, 2022, capable of storing up to 21 packs, up from 13 for its predecessor generation and five for the first generation of the facility.

NIO announced plans at the time to add 400 battery swap stations by 2023, though that plan was raised to 1,000 on February 21.

William Li, NIO's founder, chairman and CEO, said at the time that the company would further accelerate the deployment of battery swap stations, with a goal of having more than 2,300 battery swap stations in China by the end of 2023.

Speaking at a press conference on the first day of the Shanghai auto show on April 18, Li said that NIO would add about 200 battery swap stations per month starting in June.

As of May 29, NIO had 1,432 battery swap stations in China, 383 of which are located along highways, according to data monitored by CnEVData.

The company also has 2,624 charging stations in China, providing 15,591 charging piles.

NIO swap station tracker

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Moab’s Getting Its CCS Charging Mojo Back

As the popularity of electric vehicles (EVs) continues to rise, Moab, Utah is quickly becoming an important destination for EV owners looking to take a vacation. With its stunning red rock landscape and wide variety of outdoor activities, Moab offers something for everyone. Local governments and businesses haven’t completely overlooked the opportunity. The City of […]

Musk once laughed at BYD, but now thinks ‘their cars are highly competitive’

"That was many years ago. Their cars are highly competitive these days," Musk said.

A video of (NASDAQ: TSLA) CEO Elon Musk laughing when asked about (OTCMKTS: BYDDY) in an interview has sparked widespread discussion on social media from time to time.

Now, as the video has sparked renewed buzz on Twitter, Musk has responded.

"That was many years ago. Their cars are highly competitive these days," Musk said in a May 27 reply below a video shared by Tesla Owners Silicon Valley on Twitter.

In a 2011 interview, a Bloomberg host mentioned that Tesla began to have competitors, such as BYD, which was ramping up.

Musk laughed at those words and asked the host if she had seen BYD's cars.

Musk's reaction at the time was understandable; after all, BYD was just a Chinese car company targeting the lower end of the market in 2011 and was far less well-known than it is now.

Even in 2019, BYD's annual sales of only 461,400 units across all models are nowhere near the 2 million sales of SAIC Volkswagen in the same year.

BYD saw explosive sales growth in 2021 and stopped production and sales of vehicles powered entirely by internal combustion engines in March 2021.

BYD sold 1,863,494 new energy vehicles (NEVs) in 2022, up 208.64 percent from 603,783 in 2021.

For comparison, Tesla delivered 1,313,851 vehicles worldwide in 2022, up 40.38 percent from 935,950 in 2021.

In the first quarter of the year, BYD sold 547,917 passenger NEVs, up 92.81 percent year-on-year, including 264,647 battery electric vehicles (BEVs) and 283,270 plug-in hybrid vehicles (PHEVs).

Tesla's vehicles were all BEVs, delivering 422,875 units in the first quarter, up 36.39 percent year-on-year.

Ford CEO Jim Farley expressed similar opinions on May 26, calling Chinese electric vehicle (EV) makers its main competitors in the segment.

Farley said that China has some of the best battery technology and is dominating EV production at the Morgan Stanley Sustainable Finance Summit.

He used BYD as a prime example of a Chinese automaker that has successfully developed and sold EVs, first in China and now in Europe.

"I like BYD. Totally vertically integrated, aggressive … very, very impressive company. And they were always committed to electric," Farley said when asked which company was doing the right thing in making EVs.

Tesla delivers 39,956 vehicles in China in Apr, exports 35,886 units from Shanghai plant

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Holiday Weekend Reveals Future Charging Needs (Part 1)

Memorial Day weekend is a time for Americans to hit the road and enjoy the start of summer. According to AAA, an estimated 42.3 million people were expected to travel this Memorial Day weekend, which is a 6% increase over last year. 37.1 million of those travelers will be driving, an increase of more than […]