GM’s new series of Ultium Drive electric motors
arstechnica.com
arstechnica.com
I mean, good luck to them, but I'm getting tired of all the years of announcements and then not much actually happening on the ground. This announcement shit has been going on for a decade or more.
The GM Bolt was pretty good, so credit for that, but they couldn't manufacture it to make a profit. And it was never available in my country (UK).
As another classic example, here's a VW press relase from 2013, when they declared they would lead the world on EVs by 2018.
September 9, 2013 /PRNewswire/ -- The Volkswagen Group has set its sights on global market leadership in electric mobility. "We are starting at exactly the right time. We are electrifying all vehicle classes, and therefore have everything we need to make the Volkswagen Group the top automaker in all respects, including electric mobility, by 2018", Prof. Dr. Martin Winterkorn, CEO of Volkswagen Aktiengesellschaft, said on the eve of the 65th International Motor Show in Frankfurt am Main.
https://tass.com/press-releases/700457
I think Kia and Hyundai are the only people genuinely giving Tesla a run for their money at the mo. Last time I checked they were constrained by battery supplies, maybe they've fixed that now. Oh and the long range Renault Zoe is pretty good. And maybe the long range Leaf but its a bit pricey and skimps on battery cooling.
(edit: my unspoken assumption here is that only EVs with 200+ mile range are really worth talking about at this point)
Profitability is a related but separate issue. Getting to market at all is a significant step forwards. Time will tell how the financials look for these auto companies.
Well, they've just about managed to release a 200+ mile EV at roughly the same price/range as their competitors * . Thats hardly 'top automaker in all respects, including electric mobility'.
* and thats only because the Tesla Model 3 is extra expensive in Europe, until they get that German factory fired up
Just yesterday on the motorway here I saw an advert for the new ID3 - it’s here.
Is the ID3 actually delivered to customers and on the road though? Wasn't last time I checked.
https://www.youtube.com/c/BatteryLife/videos
He's tried various drives and charging sessions. The matrix headlights are quite nice.
But indeed who knows what the eventual UK Model 3 price will be. Better than it currently is for sure.
GF Berlin will probably be more efficient than Fremont. But so will Texas and whatever comes after.
Fremont -> Rotterdam is quite a sail!
Plus intermediate parts (eg batteries) have to be shipped from China or the US until the factory itself is self sufficient, which may take a few years, and this eats in to the shipping savings. The Gigafactory Berlin plans currently approved do not yet include battery manufacturing.
As far as costs go, shipping is a distant third factor in the US/EU price difference (maybe 2%), compared to the import tariff (10%) and VAT (often >20%).
Volkswagen is the biggest BEV maker in Europe today:
https://www.schmidtmatthias.de/post/april-2020-european-elec...
Give them a couple more years and they will be the biggest BEV maker worldwide. Here are some BEVs you can buy from them either right now or soon:
- Porsche Taycan
- Audi e-Tron
- Audi Q4 e-tron
- Audi e-tron GT
- VW e-Golf (being replaced by the ID.3)
- VW ID.3
- VW ID.4
- Skoda Enyaq
And more to come each year. Volkswagen is walking the walk.
Which of those models actually exist and which ones are any good? Because the last electric Audi I heard about was feeble. The Porche has good handling going for it but not much else.
What have they been selling 30k of between Jan and Apr then? e-Golfs and e-Trons?
edit: WAIT, your chart is 'Western Europe'. If you look at all of Europe, YTD sales (up to July) you get:
Renault Zoe - 46259
Tesla Model 3 - 34014
VWe-Golf - 21794
Audi e-Tron - 16643
Kona EV - 15971
https://ev-sales.blogspot.com/2020/08/europe-july-2020.html
Strong showing by the e-Golf (how are they selling that many of a car with 125 mile range??) and e-Tron but even if you add them together Renault are still way ahead. Well deserved, the Zoe is a great package.
Edit: WAIT WAIT didn't go far enough down the list to catch the e-up
E-up - 9975
So that does indeed put vw in the lead, and mostly with sales of previous-gen EVs with 100/125 range. How are they shifting those?
On the other hand, the ID.3 and ID.4 are going to provide serious competition in the near future, and on the other, other hand, GF Berlin will come eventually. Exiting times.
I suspect "manufacture it to make a profit" is the reason for the change. It's only now possible for manufacturers to build a platform like MEB and scale it over enough sales with low enough unit costs to make a profit.
Building a mass market EV five years ago would have been suicide for any existing manufacturer. So compliance EV foot in the water conversions is all we've had.
Even Tesla, which has industry leading R&D efficiency, is still quite far in the red cumulatively. They don't break out costs enough to know if the Model 3 program has broken even yet, but if it has yet it's probably only recently. They get great margins, but they spent a ton of money to ramp up.
Indeed, but they all had to pretend it was right around the corner to keep their shareholders happy while Tesla sped ahead with a genuinely very difficult mission.
I believe Tesla will lead in technology for the foreseeable future, but unlike just a few years ago, from now on you're actually going to have to think about what brand to buy, rather than what Tesla to buy.
The EPA range for the Taycan is 201 miles, for the e-Tron 204 miles. Frankly, both extremely crappy for the price. So its very debatable to call them competitors to the Model S/X.
The Taycan can beat the S around the track, I'll concede that.
But I take your point, Tesla's lead will shrink. Although I think they are much further ahead in software than people realise.
Car and Driver found about a 10% gap between Taycan and Model S range at highway speeds. Might be a crappy test, but you'd never ever get close to that if the real range was 400 vs 200 miles.
I'm calling them competitors because they're selling. The E-Tron is outselling the Model X and Taycan revenue is probably not too far from that of the Model S.
Ultimately, consumers opening their wallet is what counts. I'd have called the Bolt a Model 3 competitor based on the on paper specs, but people were just not interested. It's selling today at deep discounts to clear all the unsold 2020 inventory.
I'd say Volkswagen are doing four Model Y competitors so far. VW ID.4, Skoda Enyaq, Audi Q4 e-tron, and the Cupra Tavascan.
The Porsche Macan will also have a BEV version in a couple of years.
"But with the official announcement about the facility today, and a battery gigafactory in the works, GM begins to transform Detroit-Hamtramck for an electric future, with a growing workforce dedicated to EVs. The pieces are coming together."
https://electrek.co/2020/01/27/gm-declares-detroit-hamtramck...
In seriousness, this is an exciting time for electrification, GM put serious engineering effort into this lineup and from the looks of it they expect to be going all in this decade.
If the goal would be to switch the vehicle fleet over to electric, makes more sense to aggressively introduce it with new cars (say, a moratorium on new ICE cars, or fleet fuel efficiency / emissions standards that would in practice allow vendors to sell only a small fraction of ICE vehicles), and let existing ICE cars run to the end of their lives as is.
Ultium != Ultrium
Also, wheels are the most exposed part of the vehicle! It is much safer to keep the motor inside where there is less dust and road debris.
You don’t really hear much about Bosch because it’s not on the stock market. But they have a couple of huge research centers worldwide and their tech is used by every auto manufacturer in the industry.
https://www.youtube.com/watch?v=JwzOlPBheO0
The Lucid Air Dream Edition does a 9.9 second quarter mile:
https://www.youtube.com/watch?v=7LRT7bIJcis
And the Lucid Air Grand Touring is supposed to get 517 miles EPA rated range:
mass adoption of the same series' of motor over an entire line-up will definitely increase the amount of parts that are available for folks to tinker with outside the GM models -- one of the big factors that lead to the success of the LS in the car-hobbyist sector was that one could find one at the nearest junkyard.
but, really, that trend started earlier with the 4" bore small block motors from 1962 onwards; the same family of engine the LS is from, anyway. They were produced forever, put in everything, and could be had by any hobbyist for very cheap from the closest junkyard.
not sure what the analogue would be in electric motors.
GM is more than willing to sell parts to anyone and they don't really care what you plan on doing with them. Fix your car and keep it stock, modify it with more power, put a GM motor in a Toyota, they don't care.
It's a very hacker friendly mentality actually.
Tesla is actively trying to prevent people from even maintaining their own cars, forget about trying to put a Tesla drivetrain in a 1990 Corolla or something.
And if you want to use Tesla bits, they are readily available at auto wreckers. And most have been thoroughly reverse-engineered by now.
https://www.chevrolet.com/performance-parts/connect-cruise-p...
https://www.evwest.com/catalog/product_info.php?products_id=...
Tough to argue with a 400kW motor + transmission that could fit without epic metal work in the back of a Smart, the front of a classic Mini, with a bit more work in place of the differential and gas tank to make a rear engine Miata. Fitting batteries becomes the main challenge, but battery placement is more flexible than fitting an LS, transmission, fuel, intake, exhaust, etc.
The difference is that a fuel tank makes a far smaller and lighter (even when filled) part of a vehicle than the batteries in an EV, if you want any decent range.
EDIT: I guess it is this standard GM V8 engine.https://en.wikipedia.org/wiki/General_Motors_LS-based_small-...
So for gearheads ICE powertrains are an easy swap with lots of aftermarket and manufacturer support. Electric drivetrains are more exotic and have many question marks. As we get more mass market electric vehicles from the likes of GM electric swaps (and maintenance!) become much more approachable.
I'm looking forward to seeing electric motors on a site like this: https://www.chevrolet.com/performance-parts/crate-engines