First of all, when Xiaomi entered the market, it was an incremental market, and it was also a period of consumption upgrading. At that time, consumers were faced with a choice of either expensive Apple products, or a "smart business opportunity" with high but low configuration and poor experience. In the case of Xiaomi Auto, if it intends to sell for 250,000 yuan, then its competitor may be a model like the 200,000 beggar version of the Corolla.
Secondly, the batteries of Xiaomi cars are customized CATL "new technology", and according to the time cycle, they should enter the market at the time when the technology is the most advanced. The battery cost of 100,000 mentioned by Lei Jun may not be a lie, but who would have thought that the battery would be cut in half?
The third point is that Xiaomi chose to enter the market with performance cars, but whether performance cars are a real proposition in the domestic market remains to be discussed. Although keyboard enthusiasts like to talk about performance, many young people still have to rely on their parents to sponsor a car.
Finally, the penetration rate of pure electric vehicles is not as high as imagined. In addition to Tesla, the main ones with good sales are low-cost cars like Seagull and Dolphin. Hybrid and range-extender new energy vehicles are the mainstream that are both expensive and large. Therefore, it may be a bit risky for Xiaomi to only go the path of pure electric. Lei Jun has not dared to announce it until now**, and it is estimated that there is a lot of pressure. Recently, he is talking about the ** chain like crazy, and the first batch of cars must be lost, otherwise he will not survive at all.
As for which is more advantageous, the whole industry chain or the whole chain, I don't think the whole industry chain must be better than the whole chain. If the internal management of the whole industry chain enterprise is not good, the internal friction will be very serious, and sometimes it may even be higher than outsourcing. Of course, it is indeed admirable that a company like BYD can manage it so well.