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 Perodua CEO bombarded by questions on BaaS, debunk wrong info on QV-E battery lease

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Iceman74
post Dec 5 2025, 04:40 PM

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QUOTE(ry8128 @ Dec 5 2025, 04:29 PM)
Thats why i say p2 is slaughtering the current buyers. Now, assuming the battery price is 30k. 5 years down the road (no need wait 9 years), i doubt will it worth 3k or not, since ev battery technology is constantly changing, much more faster than phone.

Its like now u buying ip17 for 5k. Then 5 years later, they force u to buy the same ip17 for 5k also, when in fact ip22 already release that time and most likely around 5k price too.
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yup plus u need to maintain service by P2 during all this time or the warranty/lease void.
btw nobody know for sure new tech will supersede the old tech battery.
Will P2 use new battery tech to replace when the time come or still install old tech or worse, recon whatever stock left to replace the battery?
Iceman74
post Dec 5 2025, 05:20 PM

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QUOTE(angelgemini @ Dec 5 2025, 05:02 PM)
this is pay to own, actually very worth it if the package go this way.

is just like a car installment, it apply to battery without interest.
now question, is the car without battery worth 80k or not only.
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the battery you don't own it even after 9 years. You just stop paying to use it.
It P2 that own it. You cannot sell without P2 approval and carry to new owner
Will there be charges to do that, u can guess it? whistling.gif


QUOTE(hjh87 @ Dec 5 2025, 05:02 PM)
Actually, after more than 9 years, even though technology has improved, manufacturers will keep increasing prices instead of reducing them — especially for batteries.

You can see the same trend with solar PV. Last time, when installation costs were very high, it was around RM10k per kWp, and now it has dropped to about RM4k per kWp on average. After so many years, the price should have gone down even further.

But no — TNB reduced the NEM duration from 20 years to 10 years. At the same time, manufacturers are not lowering prices anymore. Instead, we see more “enhancements” like micro-inverters and better panels, and the pricing has basically saturated.

And just when the price should drop again, battery storage systems come in — mainly to counter the new NEM policy — and suddenly the cost shoots up to around RM50k from the RM25k avg for residential.

So anyone claiming that battery technology improvements will eventually make prices go down is being too naive. It won’t happen. Manufacturers will make sure the pricing stays where they want it, no matter what.
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Like you said, let say now you paying and buying at 10K per kWp with guarantee replacement in 9 years. Let say u need replacement at 9 years, will u willing to pay 10k per kWp again or current price 4k per kWp for the same item? If replace with new tech, then maybe it worth since new tech maybe worth 10k per kWp but there is no written P2 will do it. Will u dare to take the deal and find out 9 years later?

This post has been edited by Iceman74: Dec 5 2025, 05:30 PM

 

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