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QuickDrive

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by Juliet Ye

7 episodes

Updated Inactive

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Podcast Overview

To get you a glimpse into China’s car market.

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Publishing Since

8/12/2023

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Recent Episodes

January 19, 2024

QuickDrive 6：CES 2024

Hello, welcome to QuickDrive, the podcast that gets you a glimpse into China’s car market.Amongst them, in today’s episode,00:09 CES2024, The world's premier tech show, kicked off last week in Las Vegas. In many ways, CES has replaced traditional auto shows as the preferred venue to showcase futuristic vehicle concepts and technologies. Let's take a look at the hottest in-car technologies that is about to make a difference to our mobility life.<figure><img src="https://image.xyzcdn.net/Fu9t8-hpSsRRs5-CiumMCQmY72FA.png"/></figure>00:28 This year's overarching theme was how AI is being integrated into just about everything we use — including our cars, where the experience is increasingly being defined by software.00:41 Volkswagan integrated ChatGPT to its innovative IDA(读埃达) voice control system. One can adjust the cabin temperature by simply saying I'm cold, or navigate to a nearby restaurant without typing. The IDA system will be loaded onto VW’s all electric ID. models, and some of its ICE cars.<figure><img src="https://image.xyzcdn.net/Fu92fCyer2PNswIgNNHbqt25Fc8N.png"/></figure>00:59 Mercedes' latest virtual assistant will respond to "I'm hungry" with restaurant recommendations, even cheerily summarizing menus and reviews to help the driver choose.<figure><img src="https://image.xyzcdn.net/FlHfXbBrHUaIItYIXjXOfjOZDmsB.png"/></figure>01:10 China display giant BOE presented the 45-inch 8K borderless smart screen equipped in Geely's all-electric model Galaxy E8. It is equipped with AI large models, enabling AI voice chat, AI rhythm, and an AI time engine. It also allows both the driver and the passenger operate on different screen areas at the same-time.<figure><img src="https://image.xyzcdn.net/FnxXO_Xn3TeWT4OmbMeDFYptoDc8.png"/></figure>01:31 Zeekr 007 appeared on Valeo's booth, showcased its ZEEKR STARGATE smart lighting system, a 90-inch light curtain with more than 1,700 lamp beads. The lights have an industry-leading 10,000 nits of brightness and support personalized projection so the driver can interact with cars and pedestrians in the surrounding world.<figure><img src="https://image.xyzcdn.net/Fph8w1HORGwxjTYuCUl1dFcO1pi1.png"/></figure>01:53 And of course, CES wasn’t only about in-car software, car makers also came to show off their shiny new concept vehicles pointing to their future plans.02:02 Hyundai's first electric flying taxi, dubbed the S-A2, made its debut at the show. The V-tail electric car can fly at speeds up to 120 mph (miles per hour) at 1,500 feet height. And the urban air taxis could be shuttling passengers on 25- to 40-mile trips starting in 2028.<figure><img src="https://image.xyzcdn.net/Fomv167rdXRbh0u9sH2134x2R41o.png"/></figure>02:23 Kia unveiled a lineup of futuristic electric vans, trucks, and ride-hailing and last-mile delivery vehicles. They're unique because they share a modular platform, with a fixed driver cab and inter-changeable bodies, or "life modules." Kia is partnering with Uber to design a ride-hailing version of the first model, the Kia PV5, with features like personalized rider settings and rear seat entertainment.<figure><img src="https://image.xyzcdn.net/Fgu1fA7mhwPFPJnL9RX1j25jY9O4.png"/></figure>02:50 Sony follows suit of its Chinese counterparts Huawei and Xiaomi to make cars. Can you imagine playing racing games with you PS5 DualSense, and the next minute, you are driving a real car with it? Sony Honda Mobility, the joint venture between the two Japanese companies, made it come true with their first car Afeela. The company will open order books for the Afeela in 2025 when production is scheduled to kick off. North American deliveries are earmarked for early 2026.<figure><img src="https://image.xyzcdn.net/FtH4qK6dp9805CWQWHICndSpmDCf.png"/></figure>03:18 If you are a big fan of The Transformers, you should not miss Chinese automaker Xpeng's AeroHT eVTOL Flying Car. With the propeller arms folded in, someone can drive it around in the normal manner as driving a Lamborghini-style supercar EV gets. And when the driver hits traffic, they can open up the flying apparatus and take to the skies. The company says mass production of the flying car is set to begin in the last quarter of 2025. When will you be able to see it flying in streets, however, will largely depends on local aviation regulations’ permission.<figure><img src="https://image.xyzcdn.net/FseeyBnCHELtATvsv4RSQbAqY7kR.png"/></figure>That concludes this edition of the QuickDrive, the podcast that gets you a glimpse into China’s car market. I am Juliet Ye, thank you so much for listening, see you next time.

January 10, 2024

Girls Talk1:年底焦虑大爆发！

这期播客我们想说说焦虑。人是社会动物，每个个体都时刻和周遭发生着关联，焦虑也就产生了，学业焦虑、容貌焦虑、年龄焦虑、鸡娃焦虑……好像我们在走入不同的人生阶段、全新的赛道，但终点线却只有一个。谁没跑到，谁就成为众矢之的。其实人生怎会是一条终点线呢？人生应该是旷野，我们来自四面八方，又向不同的方向四散而去。现在我们也看到越来越多的人更愿意直面自己内心最真实的想法，勇敢成为想成为的那个人。那这时，TA就不再是一条单一赛道上的跑者，而是人生旷野的体验者，外界不再能轻易定义TA，TA成为了自己的标尺。新年伊始，春节临近，走亲串友，我知道又到了焦虑容易集中爆发的时期了。所以这次我们约了三五好友一起坐下聊了聊，希望我们能一起放下焦虑，相信一切都是最好的安排。祝大家新年快乐！01:19 焦虑来源03:15 20-30代的焦虑（Jasmine）06:18 生娃焦虑06:50 为什么会焦虑08:31 产生焦虑的一瞬间09:49 别被三十而立吓到13:47 传统教育vs西方教育碰撞14:23 30-40代的焦虑（芸妈）19:00 2种解决焦虑的办法（from 菡姐、芸妈）21:50 保持适度焦虑24:38 佛系姐姐的焦虑（YJ姐姐）28:30 学校鸡娃的焦虑30:31 PUA带来焦虑

December 6, 2023

QuickDrive 5：BYD Talk

Let’s talk about BYD today, the most attention-grabbing Chinese new energy vehicle brand, which can be well seen from the huge crowds at the BYD booth during the Munich Auto Show.The most important thing that builds BYD's success is its most integrated supply chain among carmakers in the world, even when compared to Toyota and Tesla.The highly vertically integrated supply chain is just like putting on a financial leverage, helping it earn money for all parts and components when car sales are good, while turning to a huge burden when sales is not satisfactory. This also explains BYD's net profit margin fluctuations in the past.From 2009 to 2020, BYD's annual sales hovered between 400,000 to 500,000 units, barely making ends meet. In 2021, BYD sold 710,000 vehicles, with a net profit margin of only 1.4%. In 2022, its sales volume increased to 2.6 times of the previous-year level, and its net profit margin also increased to 3.9%, net profit to RMB16.6 billion. As its sales continued to rise, in the first half of 2023, BYD expects its net profit to increase by more than 192% to RMB10.5 billion.In other words, "those who choose this path often have a strong heart." This is not groundless – according to someone who helped Wang Chuanfu start his business, Wang has always thought it this way, "you can do it all by yourself, as long as you dare to do it."This can be seen from all the industries BYD taps into, including mobile phones, automobiles, batteries, masks, PV, semiconductors, and rail transit. For BYD, everything can be manufactured.In order to achieve this, BYD has embarked on a unique path with Chinese characteristics, i.e. the "301" concept - using 300% engineers to gain technology leadership by 1%. BYD reduces initiation cost through building production lines composed of abundant labor and a small number of necessary machines.In 1995, when BYD's predecessor - a battery manufacturer for mobile phones was founded, Wang Chuanfu was able to fully break down the production line into manual processes. Estimated by the production efficiency at that time, a BYD production line with a daily output of 100,000 lithium batteries required 2,000 workers and an equipment investment of RMB50 million, while the same production lines of manufacturers like Sony and Sanyo only required 200 workers but plus an equipment investment as high as USD100 million.This also made BYD the automaker with the largest number of employees in the world today.When it comes to carmaking, BYD also attaches greatest importance to supply chain construction. The company began to work on the production and manufacturing of automotive electronics in 2003. Between 2005 and 2008, BYD successively added production functions such as injection molded interior parts, car lights and paint, etc. By 2010, BYD had more than 100 parts factories. In addition to glass and tires, BYD's manufacturing extends to almost all automotive components. The strong supply chain system maintained stable operation during the COVID-19 lockdown period, while to the contrast, the production and sales were respectively fully stopped and dropped by half in the same period when it comes to automaking leaders such as SAIC and GAC.When a company develops businesses in various industries, it becomes a question whether it can stay ahead of those who are dedicated to just one or two. In the early days of entering the PV industry, Wang was forced to cut investment in automobile and use automobile business resources to support PV. Today, BYD's subsidiary Fudi Battery has become the second-largest power battery company in the world, while still having much to improve when compared to CATL, the largest.Looking back at auto leaders in the past, the key to their success lies in their contribution to changing the industry technology itself. Ford invented the assembly line and Toyota brought lean production. However, what brought BYD to the first place was obviously not any of this, but rather, China’s hard-working and cheap labor, as well as the determination to pursuing the same strategic focus of its founder Wang Chuanfu.

7 total episodes available

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What is QuickDrive?: To get you a glimpse into China’s car market.
How often does this podcast release new episodes?: This podcast updates inactive.
Where can I listen to this podcast?: This podcast is available on 6 platforms including Apple Podcasts, Spotify, and more. You can also use the RSS feed directly.
Does this podcast accept guests?: Yes, this podcast regularly features guests.

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