중국 전기 자동차의 부상과 글로벌 경쟁

### 글로벌 경쟁업체에 대한 중국 전기 자동차의 위협 증가
* 🔌 미중 긴장이 고조되고 있음에도 불구하고 **중국은 2023년 전 세계 전기차 판매량의 60%가 중국에서 판매될 정도**로 세계 최대 전기차 시장으로 부상했습니다.
* 📉 이러한 긴장감으로 인해 **Tesla의 중국 내 판매량은 전년 대비 20% 가까이 감소**했으며, 중국 경쟁업체에 대응하기 위해 가격을 조정했습니다.
* 📺 글로벌 TV 패널 시장에서 중국의 우위와 마찬가지로 전문가들은 **BYD와 같은 중국 전기차 제조업체의 위협**이 커지고 있다고 경고합니다.
* 🚗 워런 버핏의 지원을 받는 BYD는 **전 세계 판매량이 빠르게 증가**하여 **2026년까지 상위 5대 자동차 제조업체에 진입**할 것으로 예상됩니다.
* 💰 중국 전기차는 **경쟁력 있는 제품을 저렴한 가격**에 제공함에도 불구하고 소비자들의 지속적인 편견에 직면해 있습니다.
* 🇨🇳 원산지를 이유로 중국 제품을 차별하는 것은 **평등과 자유의 원칙에 위배**됩니다.
* 🌏 변화하는 환경에 효과적으로 대응하기 위해서는 **글로벌 경쟁사의 강점과 약점을 객관적으로 평가**하는 것이 필수적입니다.
* 🔮 뿌리 깊은 편견을 극복하고 새로운 관점을 수용하는 것은 **지속 가능한 성장과 경쟁력을 위해 반드시 필요한 단계**일 수 있습니다.

중국산 제품에 대한 차별이 만연해 있음에도 불구하고 중국의 전기차 시장 부상은 글로벌 산업에 심각한 위협이 되고 있습니다.

Today's video is a story that most Koreans dislike, but I believe it's a story that most people should know. First, I want to mention that I will speak very strongly on purpose, so it might be uncomfortable. Have you heard of the term Thucydides Trap? By the end of this video, those who are emotionally attached may just ignore the facts and insult me, not knowing that the world is changing. But for those with an open mind, you may gain new insights. Everyone is aware of the intense conflict between the US and China for global dominance. The US has tripled tariffs on Chinese electric cars and raised taxes drastically. Yet, despite this, Musk recently urgently visited China, which is ranked 2nd in the national power hierarchy.

Prime Minister Lee Chang met with China and sent a love call to deepen cooperation with China. If China really has no power and Chinese cars are really nothing, why did Elon Musk visit China first, not India? There is a reason for that. According to SN Research, the world's largest electric vehicle market is in China, with a whopping 60% of the 174,000 electric vehicles sold worldwide in 2023 being sold in China. Due to the US-China tensions, Tesla's sales in China decreased by nearly 20% compared to the previous year. Tesla is responding to Chinese speculation by lowering the price of electric cars, but it is not easy. They keep saying that I keep giving them fear, so from now on, I will laugh and be bright like this.

I will tell you, they say that by looking at history, we can know the future. China once destroyed our country's LCD industry with a price-cutting strategy. In 2016, our country's LCD market share was 37.9%, but by 2023, China's market share had soared to a whopping 67.3%. Under China's low-price strategy, they now dominate the global TV panel market as of the present time. In fact, when we visited the CSA last January, the quality of TV panels from Chinese companies was even better than what we had seen in the news. Of course, when it comes to high-end products, like LG or Samsung's OLED displays, they are indeed top-notch. However, their global market share is only around 10%. Just like 70 years ago during the Korean War, China came in with overwhelming numbers and low prices.

The offensive has begun. Recently, at the Beijing Motor Show, journalists expressed the advance of the red electric vehicle fleet. They mentioned that Wang Chuanfu, the chairman of BYD, the Noah's Ark that will save humanity, is the only rival to Elon Musk. This situation is really serious and unfavorable for us. Last September, the German Chancellor also warned Germany, saying, Chinese electric cars are a serious matter, so Mercedes-Benz, BMW, Porsche, and Audi, you need to be on high alert. I might sound scary, but this is a fact. What will you do if you deny it? BYD has truly become terrifying. Their global sales increased by 80% in just one year, making them the world's number one. Of course, we need to keep an eye on their export competitiveness, but having a large domestic market is also a competitive advantage. The Chinese military...

I'm going to excuse it as a quantity washer. My strategy is a strategy. Having a large population and strong national power is competitiveness. Charlie Han, in an interview with CNBC, left a remark that BYD, not Tesla, has the capability to take half of the market. Half, I'm saying. Those who really follow the auto show these days will know. Experts predict that by 2026, BYD will enter the top 5 in the world. Starting as a battery company, BYD released its first electric car in 2010. The history is deeper than you think. However, until 2019, it did not grow. Starting in 2019, they began to hire top German designers in the world, and the design started to change quite nicely. And from 2020, they started to go all-in on electric cars and plug-in hybrids, and even received support from Warren Buffett.

I received it. However, it's not like they just endure making a fuss. Hyundai has created a premium brand, Genesis, just like Toyota made Lexus. BYD also created a premium brand, Pang Qing Bao. They unveiled a supercar without a roof and front windshield. Frankly, this is a bit too much. Even if it blocks the wind and warm wind comes out in winter, it gets cold in winter, and the wind comes in. But having no roof and no front windshield is a bit too much. Anyway, looking at it more practically, recently they released a hybrid electric car, DML, that can go 2,100 km. When you look at this car from the outside, it looks like a Sonata or a similar size to the K5. How much do you think this will cost?

It is said to have around 160 to 210 horsepower. Sonata has about 140 to 160 horsepower, I know that much. They have almost similar performance, of course, the driving range is overwhelmingly in favor of China. However, these days, if you add some options to Sonata, it comes out to almost 40 million won. But, the price of BYD DM? It's 1,762 dollars, which is about 18.95 million won in Korean currency. It's almost half the price of Sonata. It can run 2,100 km and despite the expensive output compared to Sonata, the interior is not bad. Now, from now on, it's my honest opinion. Honestly, if the budget is around 100 million won, I wouldn't buy a Chinese car. Personally, if it's not a Lexus RX450h or something like a BMW X5, I wouldn't even consider it. I don't think I would buy a Chinese car at a high price. However, if my budget is around 30 million won and I can get a model-level performance that is equivalent to about 60 million won, then I think I would consider buying a BYD car from China that can deliver that level of performance in Korea.

So, what actually happened? The price of the small electric SV Seeker that BYD unveiled last year was 13 million won. It is known to have an almost 3400km driving range. The price is very cheap for me. If we look at it objectively, we are already using Chinese products like Xiaomi air purifiers, Roborock vacuum cleaners, DJI gimbals, and so on without any hesitation. Nevertheless, many people still discriminate against Chinese products, saying things like it's just a Chinese product and so on. If you look at Article 2 of the Universal Declaration of Human Rights, it states that everyone is entitled to all the rights and freedoms set forth in this Declaration without distinction of any kind, such as race, color, sex, language, religion, political or other opinion, national or social origin, property, birth, or other status. Even though it is written like this, we simply discriminate based on the fact that it is from China.

If we look at other countries after changing our perspective, can we ignore and discriminate against them just because we are Korea? No, that's not right. The anti-Japanese and anti-Chinese sentiments in Korea have been around for a long time, but I hope that you, our viewers, will have a critical attitude that looks at the current state of our competitors objectively. I hope for that, but I think that until those who are ignoring and dismissing us disappear, our country will remain in the same state. Even if you have watched up to this point, those with deep emotions will not change. Anyone who presents a positive outlook on China's future is often criticized as a Joseonjok, which is a convenient way to criticize. Therefore, in order for new things to be accepted, the existing ones must be.

It may only be possible after all the people who have acquired it have died. Physicist Max Planck left these words. It is not convincing the opponents of the time that leads to victory, but it is when the opponents all die and the new generation accepts it that victory is achieved. But don't you think that way? If China is so great, why hasn't China completely surpassed the United States yet, for example, in semiconductors, which even Korea cannot catch up with? In the next video, I will explain why China is unable to win despite rising like a storm. Please subscribe, like, and turn on notifications.

”한국인들은 믿지 않을 것“.. 테슬라마저 무릎 꿇은 예상 밖의 다크호스

기술 전문가들이 만든 기술 전문 채널

학생들에게는 과학자의 꿈을, 성인들에게는 기술의 안목을 전달합니다.

반도체/자동차/로봇/제조/이차전지/AI/바이오/ESG/신재생/디스플레이 등 기술 전반을 다루고 있습니다.

- 비즈니스 문의: heisenberg230801@gmail.com
- 개인 문의: 인스타그램 @softdragon__ 


Softdragon SOD

미중 긴장이 테슬라의 판매 및 전략에 미치는 영향

최근 엘론 머스크가 긴급히 중국을 방문한 것과 세계 최대 전기차 시장으로서의 중국의 입지는 미중 긴장이 테슬라의 판매에 미치는 영향을 강조합니다.

테슬라는 갈등에도 불구하고 자동차 가격을 낮춰 중국 시장에서의 입지를 유지하기 위해 노력하고 있습니다.

미국과 중국 간의 지속적인 힘겨루기는 전 세계 전기차 산업에 큰 영향을 미치고 있으며, 기업들은 전략을 조정해야 하는 상황에 처해 있습니다.

글로벌 TV 패널 시장에서의 중국의 우위

중국의 저가 전략으로 LCD 시장 점유율이 크게 증가하면서 전 세계 TV 패널 시장을 지배하고 있습니다.

중국 기업들은 이제 더 나은 품질의 TV 패널을 생산하고 있으며, LG와 삼성과 같은 주요 경쟁업체들의 시장 점유율은 훨씬 낮아졌습니다.

중국 전기 자동차 회사, 특히 BYD의 부상은 전통적인 자동차 제조업체에 심각한 도전이 되고 있으며, 독일 총리의 경고로 이어졌습니다.

자동차 산업의 주요 업체로 진화하는 BYD의 모습

중국 기업인 BYD는 시장 점유율의 절반을 차지하며 테슬라와 경쟁할 것으로 예상됩니다.

배터리 제조업체에서 자동차 업계의 선두주자로 성장한 이 회사는 독일 디자이너를 고용하고 워렌 버핏의 지원을 받아 성장에 박차를 가했습니다.

또한 BYD는 프리미엄 자동차 브랜드에도 진출하여 최근에는 주행 거리가 2,100km에 달하는 하이브리드 전기차를 출시했습니다.

한국 내 BYD 자동차와 쏘나타의 비교

BYD 자동차는 쏘나타에 비해 가격이 훨씬 저렴하고 주행 거리가 더 길기 때문에 더 저렴한 옵션이 될 수 있습니다.

화자는 개인적으로 중국산 자동차를 비싼 가격에 사지 않고 동등한 성능을 갖춘 저렴한 가격의 자동차를 고려할 것입니다.

화자는 중국산 제품에 대한 차별에도 불구하고 세계 인권 선언을 근거로 위선을 지적합니다.

한국 내 반일 및 반중 감정 극복하기

국내에서는 반일, 반중 정서가 지속되면서 이들 국가를 바라보는 시각에 영향을 미치고 있습니다.

편견에 사로잡힌 현재의 모습과는 대조적으로 경쟁국에 대한 비판적이고 객관적인 태도의 필요성이 강조되고 있습니다.

영상 제작자는 한국을 무시하는 사람들이 사라져 새로운 아이디어를 보다 개방적으로 받아들일 수 있기를 바라며, 동시에 중국이 미국을 능가할 수 있을지에 대한 의문을 제기합니다.