this post was submitted on 04 Sep 2024
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[Dormant] Electric Vehicles (Moved to [email protected])
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Interesting that they're licensing BYD's blades, I'd be very curious to see how those hold up against heavy use and warranty claims. It also feels like odd timing for BW to be announcing packs for commercial BEVs, given the fact basically every manufacturer has moved away from the ODM model and instead turned to either OEM or fully in-house manufactured packs. The cells are the parts that vehicle manufacturers need to source, and any of them that have tried to consume externally designed generic packs have had issues with packaging in their vehicles.
The DCFC makes sense as a public charger, which they mention in their press release, and as a fleet DCFC. But unless they're doing something very unique or partnering with fleet operators, it's hard to see what this gains them.