Analysis: China’s Xpeng takes cues from Tesla for its new EV platform

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Chinese electric vehicle maker Xpeng Inc is the latest manufacturer hoping to save money and speed development and production by shifting to a digital vehicle architecture - an approach that bears a striking resemblance to Tesla Inc's.

Based in Guangzhou, Xpeng is named for founder and CEO He Xiaopeng, the former head of Alibaba'sXpeng's simplified vehicle platform design - in effect, a three-piece frame that is both flexible and scalable - saves on parts, tooling, development and assembly time, and appears to have been lifted from Tesla, according to Munro.

Such a platform has the potential to give Tesla, Xpeng and other automakers considering this approach a new weapon to help restore margins hit by recentIn Tesla's case, that basic platform is the key element in the so-calledthe automaker revealed at its March 1 Investor Day. Tesla executives said then that the new process, which it expects to implement next year at the company's new plant in Mexico, will enable it to dramatically shrink the factory footprint and halve production costs.

Tesla believes the new assembly process it is building around the simplified platform will enable it to put a sub-$30,000 electric vehicle into the market within the next two years. Xpeng describes SEPA 2.0 as a “smart EV architecture” that integrates a software, data and hardware platform called X-EEA, as well as a new Xmart vehicle operating system that leverages artificial intelligence, sensors and software to control in-vehicle services and functions. All components were developed in-house, the company said.

To produce vehicles based on the new platform, a “smart manufacturing system” will be rolled out at Xpeng’s Zhaoqing and Guangzhou plants over the next two years as SEPA 2.0 is deployed across at least 10 future models, starting in late 2024 with the new G6 SUV.

 

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