Why the boss of Ford no longer sleeps the night of …

The months pass and it is, it seems, always the same observation that prevails: how Chinese Do they do to build their electric cars? For example, This questioning. Furthermore, the boss of Ford, Jim Farleyrecently had it and it was for this reason that he acquired a BYD and that he did it disassemble by its teams. Similarly, This type of behavior is common in manufacturers (the Chinese have done so with “our” models too) in order to read the technical detailshow to implant organs. Consequently, dissect them to understand their technology (often protected by patents, of course).

Except that Jim Farley obviously did not expect the result he was able to discover. However, “” Which holds me awake at nightthis is the speed at which the Chinese innovate. Furthermore, “he declares bluntly At the HIBRIDOS Y why boss ford no longer ELECTRICOS site. In addition, We already knew the speed of evolution of Chinese manufacturers. Similarly, their industrial model which makes it possible to produce more and faster or their mastery of the chain of values of the electric car. But there is therefore a new parameter to take into account: that of capacity and speed of innovation.

Unknown efficiency – Why boss ford no longer

This meticulous disassembly revealed formidable industrial efficiency. Jim Farley does not designate the model examined. but the conclusions are unequivocal: where the European industry puts on average more than five years for develop a new vehicle, Chinese manufacturers only ask 1,6 an. This reactivity, combined with controlling without equivalent costs, upsets competitive balance.

The heart of byd’s success lies in its vertical integration. Unlike Western giants. which are based on a large network of subcontractors, the Chinese manufacturer designs and manufactures its own batteries and in particular the LFP (Lithium-Phosphate) types, less expensive than traditional NMC cells. This strategic independence allows Byd to get rid of tensions on the supply chains, while reducing its costs drastically.

Jim Farley admits that byd’s propulsion systems may not be not the most efficient on the marketbut it recognizes a global efficiency which largely compensates for this weakness. In his eyes, the Chinese group’s ability to control the entire industrial process is a decisive advantage. What above all prevents Jim Farley from sleeping is how he could Transpose this industrial model at Ford.

Towards a revolution at Ford?

Aware of the accumulated delay, Jim Farley evokes a major industrial transformation. “We need smaller factoriesof Less labor And reduced complexity, “he says. The bomb is released : This strategic turn could be accompanied by difficult choices, especially in terms of employment. Ford also wants to focus its efforts on more compact models, less expensive to produce. An electric city car-perhaps a rebirth of the Fiesta? – would already be in the boxes.

Today, Ford is no longer wondering if its technology is competitive, but if it can be produced on a large scale as effectively as that of the Chinese. A colossal challenge for a centenary manufacturer. But how does Ford (and other manufacturers) be. because the brand is not at best its financially form while Donald why boss ford no longer Trump cut subsidies to manufacturers (within the framework of IRA), those which aimed precisely to support them in their needs for industrial processing for the electric car. In this context, How to fightespecially given the aid that Beijing continues to grant its nearly 150 national manufacturers? And, of course, The question also arises in Europeisn’t that Madame von der Leyen?

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