Yesterday, 02:48 PM
QUOTE(gobiomani @ Dec 2 2025, 11:09 AM)
In order for them to get more time, they need to sell these cars. This looks like almost certain to be DOA. Perodua is a carmaker and EV skateboard chassis & blueprint is available for them to get to reduce cost, where they only need to build the body, cabin, etc. They could have as easily done a JV with one of the big auto companies in China. All the Japanese automakers leveraged on China automakers for their cars. Instead what they did was go nuts with form over function and a stupid battery leasing idea. This is reminiscent of Proton going nuts by sinking RM500mil to develop the Satria Neo which was never gonna sell in big enough numbers to recoup the development costs.
The Tesla example maybe made sense in 2010 but not in 2023 when there were already hundreds of models & supply chain already existing for EVs for them to choose from at the development stage.
eMas 7 was launched first due to the RM100k floor price for CBU EVs, Perodua's locally made EV does not have this limitation. I think you don't understand the difference in dynamics between Proton & Perodua when it comes to EV. Geely group has more than 20 EVs under their stable, so which one to introduce in Malaysia under Proton badge is a matter of market preference & cost. They don't have the issue of development cost like Perodua.
Of course I understand that Proton is completely different when it comes to EV due to Geely but my point stands. 'New' carmakers usually start with higher end models to have higher profit margins to recoup high initial costs, targeting medium to high income buyers, establishing brand image and halo effect, buying time to gradually bring costs down through economies of scale before expanding into the highly competitive, lower-margin mass market. Perodua is clearly taking this route but only time will tell if it will become an instant hit or miss in a price-sensitive country like Malaysia.The Tesla example maybe made sense in 2010 but not in 2023 when there were already hundreds of models & supply chain already existing for EVs for them to choose from at the development stage.
eMas 7 was launched first due to the RM100k floor price for CBU EVs, Perodua's locally made EV does not have this limitation. I think you don't understand the difference in dynamics between Proton & Perodua when it comes to EV. Geely group has more than 20 EVs under their stable, so which one to introduce in Malaysia under Proton badge is a matter of market preference & cost. They don't have the issue of development cost like Perodua.
Perodua was ordered and tasked by the government to come out with a 'homegrown' EV in 2 years time by hook or by crook so their hands were tied IMO
This post has been edited by HotshotS: Yesterday, 02:54 PM
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