2/ Tesla FY21 retail deliveries in China grew 129% Y/Y, which is incredible, but is outpaced by the overall BEV market in China. Tesla will sell a lot of 3/Y in China, but it needs new models to spice up its lineup. Other OEMs have models with better tech & performance than 3/Y. pic.twitter.com/BuleEHq6Kt

— Jack Shea (@RealJackShea) January 11, 2022

4/ BYD delivered 48,317 BEVs in December. 10,016 Dolphins were delivered in its fifth month on the market. It should do most of the heavy lifting for BYD to achieve its 600k BEV target this year. Also, 1,122 BEV buses/CVs were delivered last month, its second-best month in 2021. pic.twitter.com/bKPUt6JFbO

— Jack Shea (@RealJackShea) January 11, 2022

6/ BYD successfully pivoted from taxis and buses to popular BEVs. BYD will most likely have five models in China’s top-20 best-selling NEVs list. 2022 will be a pivotal year for BYD as multiple battery and auto factories come online to fulfill BYD’s massive BEV and PHEV backlogs. pic.twitter.com/datJi2uiJR

— Jack Shea (@RealJackShea) January 11, 2022

8/ This year, we expect BYD to deploy ~80GWh for its own auto & ESS needs. With the FIVE new battery factories coming online and two expansions in 2022, BYD can increase external battery & component sales to external customers through its Fudi subsidiary. https://t.co/hqiAZmSLFS pic.twitter.com/40gHHUa7ya

— Jack Shea (@RealJackShea) January 11, 2022

10/ Li Auto was 938 units away from surpassing NIO for second place among the domestic pure-play OEMs. Li’s delivery figure is very impressive as Li only has a single model to NIO’s three. NIO regained momentum in December with another 10k deliveries in December. pic.twitter.com/otnTrWTcj1

— Jack Shea (@RealJackShea) January 11, 2022

12/ In 2022, Chinese electric vehicles will sweep the market, simply because they are just better. Better infotainment, better tech, better styling, better capabilities. Legacy ICE will simply be inferior in 2022, for the first time ever.

— Jack Shea (@RealJackShea) January 11, 2022

13/ You won’t find any of the new and exciting capabilities coming out of China on new ICE vehicles. All the ADAS/hands-free driving packages, in-car games, controlling drones from your car, karaoke, in-car theaters, etc. will only be offered in BEVs. pic.twitter.com/Vp2zj0XrB9

— Jack Shea (@RealJackShea) January 11, 2022