$NIO Inc (NIO.US)$[Share Link: How BYD Blocked Onvo’s Produc...

Dragon Fish : No wonder why Onvo supply has a problem. BYD is the culprit? CATL can supply the battery as CATL is more reliable as a 3rd party Independence Battery Supplier.

103027647 : byd also a EV competitor need reserve battery  for themselves  to ramp up after then can give competitors.can source form pure battery supplier like welion better .why they only buy solid state from welion .byd might be cheaper but delay will make nio lost lot of order .xpeng n zeeker ramp up faster.byd also supply Tesla thus not enough for onvo .

Dragon Fish 103027647 : Welion is smaller in size compared to CATL is the giant in EV battery with 35% market share. Nio partnership with Welion to supply Nio EV battery right? But why Welion cannot supply Onvo EV battery? Why ended up buying from BYD? I'm rather confused now. Too complicated relationship.

103027647 : not all battery manufacturers can produce safe battery .thus byd and catl is the king now.zeeker have their own battery dept to produce golden battery this can ramp up fast .byd tie up supplying Tesla and many companies so all need to wait .Tesla pay faster so can give priority to Tesla .nio pay 300 day or later bad pay master so on back of the queue

GoldDragon : if just battery supply, they could just continue building the cars without battery first..When battery comes, just fit it in, and wah lah, instantly can deliver the cars. They need to leverage on their battery swap tech value proposition. Unlike other brands, their battery installation might not be as straight forward.