How the tables have turned. Traditionally, Chinese language automobiles had been nothing to jot down residence about and Chinese language automobile firms relied closely on know-how shared with them by Western, Japanese and Korean companions. Now, China is the world’s greatest exporter of automobiles and the remainder of the world is scrambling to grasp how its homegrown automobile firms handle to make EVs which might be so low-cost, so good and so fast to market.
As a result of Chinese language juggernauts like BYD and Geely are already storming into Europe and South America, and there’s good motive to consider the U.S. is subsequent.

Automakers from Ford to Rivian have purchased and benchmarked Chinese language EVs to uncover their secrets and techniques—a standard observe throughout the auto business.
Lucid Motors has additionally been testing and tearing aside Chinese language automobiles to raised perceive and study from the competitors, the startup’s chief engineer, Eric Bach, instructed InsideEVs in a current interview. They’ve quite a lot of strengths, so it could be foolish to disregard that, he stated—particularly because the agency ramps up new choices like the Gravity SUV and upcoming inexpensive fashions.
“They have core strengths within the digital realm,” Bach stated. “They have huge pace capabilities and unbelievable work ethic that offers them quite a lot of product. They usually’ve received authorities subsidies, clearly, which have created an enormous aggressive drive in China. They usually’re about to attempt to determine how they go international.”
“So in case you’re not conscious of that, that will be residing in oblivion and never proper,” he stated.
The corporate has a Nio and a Zeekr, and has ordered a Xiaomi SU7, David Lickfold, who leads Lucid’s car dynamics workforce, instructed us this month. Bach stated every Chinese language model has its strengths and weaknesses.
Typically talking, although, Chinese language automakers are crushing it in two key respects. One which may be stunning to some is craftsmanship.

“When you have a look at the maturity and the refinement of the outside physique or the interiors, you could find a few of the rivals there displaying a really excessive customary of execution,” Bach stated. “And I believe it’s actually necessary to acknowledge that the Chinese language competitors isn’t unhealthy by way of high quality.”

One mannequin that exemplifies that’s the SU7, he stated. Client-technology firm Xiaomi’s first-ever car has confirmed extraordinarily widespread in China and has come to represent, in a way, what China is able to. The four-door Porsche Taycan lookalike—typically referred to as “China’s Apple automobile”—just lately received heaps of reward from Ford CEO Jim Farley.
China can also be excelling by way of digital options and infotainment software program, Bach stated, including that Lucid is working to go that route with the Gravity, its SUV that simply began manufacturing. That car has a sprawling curved show and a brand-new infotainment system that addresses a few of the clunkiness of Lucid’s earlier software program.

The inside of a Ji Yue automobile.
“What [Chinese firms] have, possibly slightly bit extra, is extra individuals which might be programming at extra hours per week, seemingly, and due to this fact the output is de facto, actually excessive,” he stated. “And we have to measure ourselves there and try to be as fast and as imaginative.”
Ji Yue, a joint effort from the Chinese language auto group Geely and tech agency Baidu that makes autos it calls “robocars,” impressed him with its digital expertise, and particularly its navigation, voice command and superior driver-assistance techniques. (That agency has since run into hassle of its personal, proving but once more that whereas Chinese language automakers are spectacular, they don’t seem to be invincible—or above the identical issues that may have an effect on many EV newcomers.)
The place Chinese language companies have a tendency to return up brief is in driving dynamics and efficiency, Bach stated.
“I believe the entire package deal comes collectively solely at Lucid, and we had been going to work actually laborious to maintain it that means,” Bach stated.
He has to. As a result of whereas the Chinese language automakers are stored at bay within the U.S. by tariffs and laws for now, that might not be the case without end—and Lucid might face its most intense, direct competitors at a time when it is nonetheless attempting to ramp up mass-production of its most necessary EVs.
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