buzznwood
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Using Your Kia/Hyundai as an example look at how many models are already using the E-GMP platform vs GE1, now while it can be argued that the GE1 was just a stop gap so there is not much point in having a lot of top hats, the GE2 based models are delayed. Add to that Ford going on about how the traditional 2 row BEV utility market will be very crowded soon and so they will focus on trucks and 3 rows, but also state that they don't want to go down the route of using large batteries hence the 350 miles 3-row talk not exactly talk of wanting to expand market share by sticking to small number of vehicles.Ford is falling behind in the EV space? How do you figure that? The way I see it, you currently have three companies that are producing EVs that people want, in decent numbers, and at prices that are still realistic for a good chunk of the population: Tesla; Kia/Hyundai; and Ford. Sure, there are some slick announcements from many companies, and you can even buy some of them, but the volume production is low and/or prices are quite high. Tesla is far and away #1 but Ford is definitely in the top three, at least in North America, and they are investing heavily into their EV production pipeline. And give credit where it's due, they are the first to get a fully electric pickup in production and onto the road. That's not something you attribute to a company that is falling behind.
If NACS offers a superior experience to CCS, then the best time to make the change is as soon as possible. Overall EV sales volumes are still relatively low, and the sooner the change is made, the less painful it will be, and for fewer people.
I don't think Ford has necessarily chosen anything wrong, here. I just wish we had more insight into what they feel the advantages of NACS are over CCS.
In two years time by the time the GE2 vehicles start to arrive who knows how many CCS charge stations will be out there along with CCS magic dock equipped superchargers, only time will tell but all the talk of switching to Tesla connector just comes across to me as classic Ford behavior rushing from one thing to the next and missing the finer details as they trample over them.
Now if more manufactures jump on board and switch then it may well be a great plan, but there is a lot more to an EV than the charge connector and if everyone else does the same then what incentive is there to get a Ford vs another make as having the connector is no longer a selling point.
The main concern I have with a switch to the Tesla connector is the current poor performance with charging existing 800v vehicles using the magic dock, now this should change with V4 units and if the rumors of the cyber truck being 800v turn out to be true then at some point the existing network of super chargers would all get upgraded to V4 but if they all come with a magic dock then what it the point of Ford switching connector other than change for changes sake.
As Kia/Hyundai have shown 800v is no longer the reserve of premium vehicles with 400v now pretty much the pushrods of the EV world. I would rather Ford was talking about GE2 and 800v and other improvements, a needless connector change isn't exactly confidence inspiring.
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