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How Gogoro in Taiwan Built an EV Battery Swap Network 

Asianometry
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One of the biggest issues with replacing gas powered vehicles with electric ones has to do with recharging. Today, it is simple and easy to fill up your gas powered car. Gas stations are convenient and ubiquitous. You pay, fill up the tank and boom you’re done.
For electric vehicles, things are different. Recharging can take a significant amount of time even at the more advanced charging stations. Having it take 30 minutes is not uncommon.
Recharging should at least partly replicate the gas station experience. But the task of building out an entire network on par with modern gas stations is pretty daunting. But that is something that Taiwan-based Gogoro is trying to do with their battery swap stations.
In this video we are going to look at how Gogoro built out its comprehensive, super convenient 2,000-station strong battery swap network across Taiwan.
Errata:
- I mentioned that the battery pack was 12 kg, it was actually 9 kg. Sorry for that.
Links:
- The Asianometry Newsletter: asianometry.com
- Patreon: / asianometry

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21 авг 2024

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Комментарии : 182   
@hobobmo
@hobobmo 2 года назад
I didn't think battery swapping was a feasible alternative to charging but it makes a lot of sense with scooters and Gogoro's implementation
@petedude2lu3
@petedude2lu3 Год назад
youbcould still build a car with 20 gogoro batteries. then you have the option of plugging in, OR pumping 40 reps of 15kg
@petedude2lu3
@petedude2lu3 Год назад
i have been building and selling ebikes using greenworks pro lawnmower bats for 5 yr, it's slowly growing.
@StoneyVintson
@StoneyVintson 3 года назад
I was very impressed by the Gogoro system when I visited Tapei in Feb 2020. When I visited Chengdu a long time ago in 2010 I saw many electric scooters, but not swap-able batteries. Great to see that Gogoro is attempting to spread its technology throughout the world.
@veryinterestingpersonaliti8321
@veryinterestingpersonaliti8321 2 года назад
Taipei and Chengdu are from different countries tho.
@tejonBiker
@tejonBiker 3 года назад
Thank you very much for the english subtitles, cheers from Mexico
@NH3R717
@NH3R717 2 года назад
Have used these scooters with the battery swap system and found the experience to be pleasant and quick. For daily commutes and local travel the systems is very suitable. One of the issues that I did not find appealing was the subscription only model (and accompanying vendor lock). From my understanding there is no sort of pay as you use/swap option. So owners are locked into paying monthly subscription fees regardless if they charge at home, or have varying use from month to month. Competition by other battery/charging companies using a battery standard such as this would/will be welcome once the technology has matured and become more widely adopted.
@hc3d
@hc3d 3 года назад
I'm really impressed that this is aleady present in a mature form in Taiwan. I always imagined battery swapping becoming big for EVs once it can be automated, but it never occurred to me that electric scooters also benefit from battery swapping. It is no wonder that they are expanding into India. Like the video mentions, battery swapping removes the only downside that an electric vehicle has. It is also great that the network will take care of replacing worn batteries. Normally, there would be a big repair will when your vehicle's battery needs to be replaced! I hope I can see some of these stations the next time I visit Taiwan. I'm interested in how exactly they implemented it from an engineering standpoint.
@leothelion6075
@leothelion6075 3 года назад
A local Taiwanese company called Aeon Motors seems like its doing really well being part of the Gogoro Network. Literally went from being a scooter also-ran to being a market leader in terms of e-scooters.
@angryblackman857
@angryblackman857 3 года назад
They Will be more stronger, when taiwan will move back in china hands. Chinese market Will boost them.
@LVTwinturbo
@LVTwinturbo 3 года назад
@@angryblackman857 thanks for the laugh
@angryblackman857
@angryblackman857 3 года назад
@@LVTwinturbo we all know china Will take back Taiwan cause it's chinese land, and no one will stop them. It's just a matter of time.
@LVTwinturbo
@LVTwinturbo 3 года назад
@@angryblackman857 been hearing that since 1949
@veryinterestingpersonaliti8321
@veryinterestingpersonaliti8321 2 года назад
@@angryblackman857 nyga man?
@goldreserve
@goldreserve 3 года назад
Great idea for scooters. Vietnam needs the same. For cars the inconvenience, queue, slow swap time makes it an evolutionary dead end.
@andreasbucher7717
@andreasbucher7717 2 года назад
Charging stations take longer, which generates longer queues and are therefore LESS convenient. >> Battery swapping makes a huge amount of sense from a customer point of view. But, the business side shirks away from the huge infrastructure cost, that's required up front. Gogoro effectively solved the infrastructure issue for scooters. They could do the same with cars, by leveraging their scooter swap stations and expanding them to be usable for cars. The biggest problem here is getting a (several) car manufacturer on board. The easiest would probably be a cooperation with a ride-sharing service, that owns their own car fleet.
@mariusvanc
@mariusvanc 2 года назад
@@andreasbucher7717 Car batteries are far heavier and bulkier than the little scooter pods a child can easily handle. You'd need some heavy duty equipment and storage space.
@coco9004
@coco9004 3 года назад
I am proud of Taiwan that Go Green with the Scooter! Since 2015 I did not visited Kaohsiung with tons of noisy motorbikes!
@harrykekgmail
@harrykekgmail 3 года назад
Great to see 58k subscribers. When it reaches 100k, it will practically rocket off !!
@danthemanx999
@danthemanx999 2 года назад
Check out the No of subscribers two months later! Close to 2X.
@RoodeMenon
@RoodeMenon 3 года назад
I can't wait for gogoro stations in India. Exciting times. 😁
@buda3d2007
@buda3d2007 Год назад
Here in Tainan, gogoro is everywhere, it seems to be very successful, if anything the air pollution needs vast improvement and electrifying the scooter will help, plus a lot of Taiwan power in nuclear so it’s. Very green in regards to carbon footprint
@stephendelacruzone
@stephendelacruzone 2 года назад
Philippines... well... Manila need this! #Gogoro should think about expanding in other Asian countries. There's opportunity.
@gjsoriano1
@gjsoriano1 10 месяцев назад
There is news that Ayala and Gogoro entered a partnership to roll out this in the Philippines. More likely a pilot test first in Metro Manila.
@Blaze6432
@Blaze6432 2 года назад
Just a word of Advice, if you use currencies in countries that use common denominations, it would help to distinguish between USD to NTD.
@luanribeiro8029
@luanribeiro8029 2 года назад
This is the face of the future. Modular batteries are just amazing
@noelinsua7261
@noelinsua7261 2 года назад
I think battery swapping in cars is more dificult because it directly clashes with structural and thermal needs but I think it fits perfectly for urban vehicles.
@madsouris
@madsouris Год назад
probably solution like some old school phone and computer, some internal batteries and some external batteries, user can swap when travel long range.. but i don't know about the weight tho
@gjsoriano1
@gjsoriano1 10 месяцев назад
Check out the chinese electric automaker NIO, they are able to roll out electric cars with swappable batteries.
@jonseilim4321
@jonseilim4321 3 года назад
Seems like such a system would do really well in Singapore, though they have to be air conditioned for passengers to survive the heat 😅
@MarkWTK
@MarkWTK 3 года назад
are motorbikes common in Singapore?
@jonseilim4321
@jonseilim4321 3 года назад
@@MarkWTK Mostly cars and vans cause they're air conditioned, mopeds would be really useful for shopping trips though
@gwyn.
@gwyn. 3 года назад
Singapore could use those enclosed EV bikes.
@Yohan5
@Yohan5 3 года назад
if the batteries survive the heat. but also it would be better for more dense city areas so both islands work but other cities might have it hard from being too large or spread out.
@sotroof
@sotroof 3 года назад
@@Yohan5 Summer in Taiwan is significantly hotter than Singapore.
@davidpendleton4464
@davidpendleton4464 3 года назад
Glad you covered this topic. After seeing the increasing prevalence of both gogoro stations and gogoro scooters I was very curious to know more about them. I'm also curious how much of their income comes from the network and how much comes from scooter sales. I see more scooters from PGO, Yamaha, and others running on the Gogoro network. I wonder if this could be a future driver of sales especially when I've heard Gogoro's sales slumped recently. Do you think Kymco will eventually abandon their Ionex network? With the exception of iRent24 deploying a fleet of Manny EVs I have seen very few scooters running on their network
@chuchenting
@chuchenting 3 года назад
Hi, I'm a gogoro user from Taiwan. Kymco is building the 3rd generation ionex stations in Taiwan now, but the quantity is still insufficient.
@davidpendleton4464
@davidpendleton4464 3 года назад
@@chuchenting I didn't know they had different generations for the stations. What is the difference between the second and third generation?
@chuchenting
@chuchenting 3 года назад
@@davidpendleton4464 Capability riding range and the amount of each scooter will carry. The 3rd generation of ionex is much more like how gogoro does now, but gogoro's two batteries' riding range is 170km (riding in 30kmph), and ionex 3.0 is 155km (riding in 30kmph). And ionex 3.0 just like how gogoro has single battery scooter and double batteries scooter. But please notice that the 2nd generation ionex scooter is not compatible with the 3rd gen ionex batteries, different generations are using their own battery swap station and system.
@davidpendleton4464
@davidpendleton4464 3 года назад
@@chuchenting Thank you for explaining it to me. I must be more familiar with the Ionex 3.0 system
@veryinterestingpersonaliti8321
@veryinterestingpersonaliti8321 2 года назад
@@davidpendleton4464 Gogoro asked KYMCO to join the Network before but they refused. So no.
@fotosbynor0001
@fotosbynor0001 2 года назад
PLEASE get this rolled out in VIệt Nam!!! This one be great in most all Asian countries that primarily use motorbikes!!! GREAT IDEA!!!!! 😀😊❤❤🙏🙏 ~~~ Norris
@axiom1650
@axiom1650 3 года назад
It should be noted that the prices are NT$, not USD (about $10-30 per month for the fees). Price per Ah is useless and purposfully misleading, should be price per kWh.
@sophisticatedthumb5364
@sophisticatedthumb5364 3 года назад
pretty simple and smart business
@totoroben
@totoroben 9 месяцев назад
I understand the battery swap stations and concept are important to gogoros image, but i also think incentivizing home charging will ease the burden of the swap network and be cheaper for the company overall as a model.
@shaanpaul5625
@shaanpaul5625 2 года назад
Seems like they are going public through a SPAC. It was on Bloomberg.
@wjoelstarling
@wjoelstarling Год назад
Great video/analysis! As of mid-2023, they're backing off from China a bit and going hard in India, Singapore, and the Phillipines!
@yulasharm4723
@yulasharm4723 2 года назад
for scooter, battery swap is a much better solution than charging because of shorter range those small battery can handle. while for e-car they better stick with charging
@hugoboyce9648
@hugoboyce9648 2 года назад
Great content as always!
@geraldbaria
@geraldbaria 3 года назад
This Gogoro network is still the fastest, most efficient way of transitioning Asia and Africa to electrification as soon as possible. Minimal infra for the stations, you can mass manufacture those and place them on 7/11s or other convenience stores. You can mass produce the battery units to further lower cost. Those are infinitely recyclable and would automatically upgrade the fleet with new battery tech without needing a new scooter. Since scooters and small cars dominate the asian markets (Wuling is the mkst sold ev in China) this battery swap system of Gogoro with small 13kg units that can be expanded to 4 to 6 on a bigger vehicle would be the fastest way to maake asian markets adopt EVs. Especially as delivery services are quickly replacing malls, scooters are now INCOME GENERATING ASSETS. This market need exponential expansion.
@andreasbucher7717
@andreasbucher7717 2 года назад
Effective AND cheap. While being also convenient. This thing is great. I can also see an additional market in combination with electric bicycles. Regarding cars You could just as likely swap several batteries, for a car. The scooters already have two batteries. Having a car with, lets say twenty, such batteries easy to imagine. At the swap station you would only swap at most a bit more than halve. This should take maybe a bit longer, than swapping a single one, but that's it. You would only need to expand the existing scooter network.
@sarcasmo57
@sarcasmo57 3 года назад
I had an electric moped for years, charging at home was never an issue.
@weithiamneo1442
@weithiamneo1442 3 года назад
That depends on housing type. If we live in high rise apartments, we cannot bring the vehicle to upper floors for charging.
@ihatehandles3
@ihatehandles3 3 года назад
@@weithiamneo1442 if the apartment building does not have underground parking capacity that can be equiped with chargers , then that old building should be brought down before it decides to do so on
@ristekostadinov2820
@ristekostadinov2820 3 года назад
@@weithiamneo1442 even if you have charging station network mopeds have less than 5kwh battery capacity, if a 50kwh car can charge for 30-45minutes the moped battery should charge for 1/10 time (3minutes, max 4.5minutes).
@noam45629
@noam45629 3 года назад
I have a Niu and it is an issue for me, i wish we had this in Amsterdam.
@nc3826
@nc3826 3 года назад
sarcasmo57, thx for making the most shortsighted irrelevant comment ever... good luck taking longer distant trips... smh...
@facultx
@facultx 3 года назад
Gogoro is also available in madrid and berlin
@Breakfast_of_Champions
@Breakfast_of_Champions 3 года назад
Nope, they quickly failed in Berlin about two years ago. Had two of these stations, was a joint venture with german Bosch-group. Sold everything long ago, some of the scooters may still be running under the Tier brand.
@minecraftdonebig
@minecraftdonebig 3 года назад
This is amazing
@bronzedisease
@bronzedisease 3 года назад
What is the average life of these batteries and how much does it cost to maintain them? The business model is quite simple. You can probably calculate irr and roe pretty easily
@andersjjensen
@andersjjensen 3 года назад
If they weigh 12kg a pop they're lead acid batteries for sure. They're dirt cheap to produce hand have a near 100% recycleability.
@jnyylee
@jnyylee 3 года назад
Latest batteries provide 1.74kwh each unit with 21700 Li-ion batteries supplied by Panasonic. A pair of those will provide about 100KM of range. Truly the weight should provide much more KWH. But I can't find why they're not.
@Avenrei
@Avenrei 3 года назад
When I was in Shanghai in 2010, they had alot of electric bikes. I was not used to them just driving to our backs with no sound at all. But I wonder, if they have electric bikes, why would they swap it out for a gogoro bike? I was still super impressed when I saw it.
@jnyylee
@jnyylee 3 года назад
Most electric scooters used in China are with limited weight, power and speed. They require no drivers' license to operate. Gogoro is rated as equivalent of 125 cc motorbikes and require a motorcycle's driver license to operate in Taiwan.
@ChairmanMo
@ChairmanMo 3 года назад
@@jnyylee Gogoro will need to do quite a lot of research on how people in China use scooters and it has to be done on a city by city basis. The insights you gain from Shanghai are almost useless to you in Shenzhen.
@veryinterestingpersonaliti8321
@veryinterestingpersonaliti8321 2 года назад
@@ChairmanMo But like who cares? Gogoro are not going to China any soon.
@ChairmanMo
@ChairmanMo 2 года назад
@@veryinterestingpersonaliti8321 I'm just making a simple speculation and observation on what would happen if they do. I understand that they don't have to enter China.
@cedriclynch
@cedriclynch Год назад
@@veryinterestingpersonaliti8321 Listen to the later part of the lecture. Gogoro is going to mainland China.
@GF-mf7ml
@GF-mf7ml 2 года назад
Good, I don't need to worry about battery age.
@larryteslaspacexboringlawr739
@larryteslaspacexboringlawr739 3 года назад
great video, thank you and posted to reddit
@Krishnan564
@Krishnan564 3 года назад
Get this to roll out asap
@Quesar672
@Quesar672 Год назад
The Aptera is light and small enough to not require a large battery. Has Gogoro looked into swapping the Aptera batteries? They are also solar charged but it could work for a similarly light and aerodynamic car. The vending machines might be larger than the scooter ones but not so large that it would need a ton of space.
@LoneWolf-wp9dn
@LoneWolf-wp9dn 2 года назад
I have a "NIU" scooter... i take my battery out and charge it at work or at home... its the best
@MoritzvonSchweinitz
@MoritzvonSchweinitz 2 года назад
Great system - although I think that the batteries, having been partly funded by the government, should be an open standard, and other vehicle manufacturers should be able to use them.
@damnalfie
@damnalfie 2 года назад
Our government was planning to adopt gogoro's swapping system as open standard, but other scooter manufactures refused this idea !
@LeoJackson98
@LeoJackson98 2 года назад
@@damnalfie They would rather build their own standard and stations at this point? It makes no sense
@damnalfie
@damnalfie 2 года назад
@@LeoJackson98 They are the biggest scooter manufacturer in Taiwan, taking over 30% market sharing for decades, too arrogant to cooperate with other company. I always call them the NOKIA in Taiwan scooter industry....
@damnalfie
@damnalfie 2 года назад
@@LeoJackson98 And yes, they really built their swapping system for 5 years, only taking 5% of electric market sharing and the rest 90% is PBGN alliance (Power by Gogoro Network)
@manzilrai
@manzilrai 3 года назад
excellent video john. can we get one on the china crackdowns on big tech and education companies
@beng1540
@beng1540 3 года назад
Electric scooters also get free parking in Taipei and New Taipei... not sure about other cities though.
@fbkintanar
@fbkintanar 3 года назад
9:50 "There remains just one private company trying to make battery swap stations for cars wark -- China-base Nio." Isn't Geely also rolling out charging stations in China?
@fbkintanar
@fbkintanar 3 года назад
Just Have a Think is reporting that Geely has 1000 stations: ru-vid.com/video/%D0%B2%D0%B8%D0%B4%D0%B5%D0%BE-2-xWYScsvts.html (see around 7:05)
@rhoelg
@rhoelg Год назад
Nice essay
@WindermereSun
@WindermereSun 2 года назад
Fantastic! It'd do wonder for pollution issue in Taiwan:)
@robdavy4468
@robdavy4468 3 года назад
The 299/Mon is about $11usd, right? For unlimited "fuel"? Seems like a bargain! How much are the scooters? I feel like some info on the consumer value proposition would have been interesting too
@liteningpedals9432
@liteningpedals9432 2 года назад
299/month is not unlimited "fuel". I am a Gogoro owner and uses 499/month for 315km.
@robdavy4468
@robdavy4468 2 года назад
@@liteningpedals9432 so $20 for 315km? Doesn't seem bad to me!
@liteningpedals9432
@liteningpedals9432 2 года назад
@@robdavy4468 Yes, and there are more options depending on how you ride. You can also change your monthly plan every month if you want to.
@thebigmoneyshow806
@thebigmoneyshow806 2 года назад
Is gogoro looking into expanding its business model into other areas such as acting as a battery peaker plant? Taiwan really could use a few more battery powered power plant peaker or not. Do you know if they have plans to use the batteries for other stuff like camping?
@noam45629
@noam45629 3 года назад
Great video, but NIO is not privately held.
@TL243
@TL243 3 года назад
Got to challenge you on all the gas locations being so convenient. It took decades to to create the physical locations and delivery infrastructure. Seems this new tech adoption is blazing past that!
@darkkerry3806
@darkkerry3806 2 года назад
great system..BUT there would be too many batteries they make just to fill the battery stations..atleast triple the numbers of motorcycle built..
@ManazAnsar
@ManazAnsar 2 года назад
I wish they also give us the option to own the battery.
@mfx1
@mfx1 3 года назад
Why has Gogoro ripped off the Arduino AG trademark?
@wenyicvs
@wenyicvs 3 года назад
excuse me?
@mfx1
@mfx1 3 года назад
@@wenyicvs Compare them for yourself.
@Doochos
@Doochos 3 года назад
oh yes. nearly identical.
@vangcruz4442
@vangcruz4442 3 года назад
Tell Arduino to sue Gogoro out of business. Since Taiwan want to be like U.S. Companies in U.S would definitely go this route. SUE!
@wenyicvs
@wenyicvs 3 года назад
@@vangcruz4442 you are Chinese troll. get back to your hole.
@Yohan5
@Yohan5 3 года назад
if only they made removable batteries for cars, would be a huge thing to achieve but could work, swap and go
@Yohan5
@Yohan5 3 года назад
or maybe if they had an additional battery in the boot that could be used as a reserve drive while the driver can find a charging spot
@AlexKidd4Fun
@AlexKidd4Fun 3 года назад
This model is very nice. I wondered how it might apply to cars and you touched on that. I wonder if they could do something similar using a set of maybe 8 or 12 modular batteries each with full gouges and somehow make the battery management system balance usage over 4 batteries at a time so you only deplete them in sets until all are used this way light users could just replace a small number of modules at the swap station..?
@jctseng
@jctseng 3 года назад
Perhaps, but for EV cars, due to the battery weight and shielding needed, there seems a strong incentive to distribute the heavy weight on the bottom of the body and distribute it through the body of the car. Thus the skateboard design of a lot of the EV car chassis with batteries built in. This with make modular packs more challenging, imho....
@AlexKidd4Fun
@AlexKidd4Fun 3 года назад
@@jctseng Those are fair points. The modules could be shaped to be more flat and perhaps loaded along a row under the driver and passenger sides to keep balance perhaps? It also occurs to me someone might try loading fewer modules which could cause a balance issue. The industry would have to enforce that all bays are loaded even if one or more of them are failed to avoid balance issues.
@asantaraliner
@asantaraliner 2 года назад
Probably what we need is a battery that had the same dimension as a laptop.
@petedude2lu3
@petedude2lu3 Год назад
just build a car that holds more gogoro's
@petedude2lu3
@petedude2lu3 Год назад
@@asantaraliner volumetrically inefficient
@louisazraels7072
@louisazraels7072 3 года назад
Sadly this would get vandalized in most part of Europe, as much as we have advanced social institutions that the world would be right to envy, we also have a bunch of people who consider themselves outsiders and don't give a shit about being civil.
@genotronex8663
@genotronex8663 3 года назад
From the logo I thought the topic about Arduino
@WahyuSetiawan-sz4lc
@WahyuSetiawan-sz4lc 3 года назад
And manufacturers are trying to make battery to be structure part of the vehicle, making swapping more difficult
@karebu2
@karebu2 3 года назад
300 per month? Is that NTD? If not that’s quite pricey
@wenyicvs
@wenyicvs 3 года назад
it's TAIWAN DOLLERS. ROUGHLY 10 USD
@michelbruns
@michelbruns 3 года назад
@@wenyicvs yeah sure, 10 fking dollars for a ~5-10k battery haha 🙃
@andersjjensen
@andersjjensen 3 года назад
@@michelbruns No. 10USD for a monthly plan (of unknown milage). You buy the first two batteries yourself with the scooter. Then you swap them for charged ones. Did you not hear a word the man said?
@veryinterestingpersonaliti8321
@veryinterestingpersonaliti8321 2 года назад
@@michelbruns stupid ppl
@Blingchachink
@Blingchachink 3 года назад
Second
@georgelewis8831
@georgelewis8831 Год назад
Did you miss investing g in Tesla? Invest in GGR and get filthy rich! It’s the Tesla of 2 wheelers!!!
@garrylin2
@garrylin2 3 года назад
i still prefer giant e-bike. here in hualian, gogoro battery station is still rare. gogoro totally not worth the price.
@ManazAnsar
@ManazAnsar 2 года назад
I wish they would allow us to own the battery if we prefer that option.
@garrylin2
@garrylin2 2 года назад
@@ManazAnsar yeah, it would be nice if we can buy the battery without owning the scooter.
@emoney822
@emoney822 2 года назад
#CENN
@Martuszewski
@Martuszewski 2 года назад
Can't fine stock price
@unclegeorge7845
@unclegeorge7845 Год назад
Is there anything happening like this in the US?
@masbestiaquetu
@masbestiaquetu 3 года назад
Third
@WahyuSetiawan-sz4lc
@WahyuSetiawan-sz4lc 3 года назад
Ahh. The plus side of geographically small nation, infrastructures problem are easier to tackle
@ashwin372
@ashwin372 2 года назад
Arduino+ Google?
@chandraprakash2658
@chandraprakash2658 2 года назад
But 300 to 400 dollars per month looks much expensive
@gabrielenitti3243
@gabrielenitti3243 2 года назад
well, it's 400 nt dollars not usd. that converts to around 15 USD which is reasonably cheap considering with a combustion motorcycle you get around 150-200km for every 15 USD of petrol.
@kcwithoutborders1454
@kcwithoutborders1454 Год назад
Gabriele, good obervation and clarification. I am tempted to comm3nt on the video that the author could specify that the "$$$" value is in New Taiwan Dollar (NTD also known as Taiwan Dollar (TWD) and not in US dollar. Which as of today (23 March 2023) $400 TWD is about $14 USD or $180USD a year.
@allyourcode
@allyourcode 2 года назад
I don't understand why everyone is obsessed with "replacating the gas station experience". With EVs, you almost NEVER need to go to a charging station in the first place, because you recharge every night AT HOME. Isn't that infinitely better??
@veryinterestingpersonaliti8321
@veryinterestingpersonaliti8321 2 года назад
Depends
@captainnemo8072
@captainnemo8072 2 года назад
Yearly subscriptions, hence recurring revenue. I hate it.
@mikslids7083
@mikslids7083 2 года назад
According the news of Sep 16, the worldwide largest manufacturing giant - Taiwan Hon Hai/Foxconn becomes the major shareholder of Gogoro.
@ChibiKeruchan
@ChibiKeruchan Год назад
they are currently doing fine in taiwan where they got the support of government. but I doubt they can do the same in other countries without government support. I can already see a lot of problem specially for united states where people are morons. 1. they will try to create a new devices where the gogoro batteries can be used to by simply learning how the bottom connectors works.. they will use it as portable generators for their power tools or use it to power their houses haha 2. looters might hacked the station and steal those batteries and sell it on ebay. 3. they would destroy those station for no reason just for social media content or something. without government protection they would just slowly going to go bankrupt.
@Cross-xm2fr
@Cross-xm2fr 3 года назад
Battery swapping won't last forever as battery tech improves
@nexusyang4832
@nexusyang4832 3 года назад
It depends on the local situation and not every situation is the same.
@Marvin-ii7bh
@Marvin-ii7bh 3 года назад
mercedes eqs's battery is already big enough to travel from one end of taiwan to the other. it wont be long bwfore this is Standard
@nc3826
@nc3826 3 года назад
Battery swapping a EV bike is fast and easy.... Plus DC Fast charging is very expensive to add to an EV bike... So Battery swapping will be around far longer than than the trolls that do not get it...
@Marvin-ii7bh
@Marvin-ii7bh 3 года назад
@@nc3826 i was talking about cars tho
@nc3826
@nc3826 3 года назад
​@@Marvin-ii7bh no one cares what where talking about.... and cars were not subject matter of the post, was it? so what you said was irrelevant
@user-gc1hg9sp9k
@user-gc1hg9sp9k 3 года назад
Nio????
@Asianometry
@Asianometry 3 года назад
????????
@goldreserve
@goldreserve 3 года назад
Nio who?
@Ldj8000
@Ldj8000 2 года назад
Negative
@imperatoreTomas
@imperatoreTomas 3 года назад
First
@darkless60
@darkless60 3 года назад
What’s the point of having a van come come charge your car lol
@gallasebiyo4427
@gallasebiyo4427 3 года назад
Gogoro has growth limitations once the EV industry becomes automated since most of the profits will be generated by the infotainment/software content platforms rather than the ride sharing platform where the passenger vehicle industry will excel. Bikes simply arent built for that type of future. Also, most of the value-adds in the transportation energy industry will be generated by battery manufacturers like LG Chem and CATL who will eat off the revenues of EV platform companies like Gogoro.
@wenyicvs
@wenyicvs 3 года назад
you just don't have a clue about gogoro success in Asia. they have both the software and battery technology. most of the people use bike as daily driver in the areas, and battery swapping is the most successful mode of EV. it's not cars.
@goldreserve
@goldreserve 3 года назад
Have you been to SE Asia? HCM City 3 million scooters. 75% of vehicles are scooters, big cities like Hanoi over 90%. There's literally no room for cars and everyone is getting killed by motorbike exhaust in endless traffic jams.
@gallasebiyo4427
@gallasebiyo4427 3 года назад
@@goldreserve I'm sure people can bingewatch Netflix while writing up their company reports on a e-scooter. I'm sure that's a sight to watch lol. You simply don't understand what the EV industry will become once automated driving becomes the norm. EVs aren't just about transportation. It's the next smartphone
@jnyylee
@jnyylee 3 года назад
Don't see any conflict between automated EV and electric scooters. Multi-mode transports have been part of our lives for over two decades, cars, scooters, subway, high speed rails... We flexibly use different transports for different travel purposes. Automated-EV, once matured, tends to become a commercial service rather than a privately owned car in my opinion.
@gallasebiyo4427
@gallasebiyo4427 3 года назад
@@jnyylee Once EVs become automated, people will use, charge, and interact with their smartphones, computers, built-in AI/IoT/OS systems by freeing up the time and effort of driving. That's where all the profit is in. The mobility space itself will continue to lose value as it becomes essential service and therefore has growth limitations. You can't have this user experience with scooters, it's just a different experience. Plus, scooters are mosty used in countries with hot and humid climates, since they don't have to deal with snow/coldness. Countries in hot climates also tend to be poorer and have lower buying power than countries up north. This means Gogoro will continue to focus on low-profit margins.
@JoeWayne84
@JoeWayne84 3 года назад
It’s a bad business model the only thing that goes bad on a electric vehicle is the battery so always letting people get a new battery every day is no way to have customers for new cars after market saturation is reached
@slayyou
@slayyou 3 года назад
People are silly and will buy a new model for a random bell and whistle, pretty colour, comfortable seat etc. Plus the subscription model points at that being the real revenue generator, not the bike itself.
@ashishpatel350
@ashishpatel350 3 года назад
battery swapping is stupid. they are expensive and if you take care of the battery and dont fast charge alot youll want to keep your battery pack.
@nc3826
@nc3826 3 года назад
battery swapping stations (like petrol have) allow a limitless range..... so its smarter than the trolls that do not get it...
@ashishpatel350
@ashishpatel350 3 года назад
@@nc3826 I get it ... But battery degradation is associated with charge cycles . Batteries charcged more and faster will degrade quicker . So battery swapping stations are stupid you're better off charging at your house. Range anxiety is a myth
@nc3826
@nc3826 3 года назад
@@ashishpatel350 WADR, you do not get it since your assumptions are all wrong ... Like it or not bike Battery Swapping allows for longer ranges it's not about anxiety... and it allows for cheaper, (off peak) slower and more control charging... so it extends battery life... so the battery tends to be taken care better.... (and batteries temporarily not used in bikes, can even be used to balance the grid, with proper pricing structure) So someone here is acting like a stupid troll about about something they do not fully understand... the only issue will be expensive of creating a network.. .... so there has to be a sufficient demand? BTW Honda and other companies are trying to create a standard.... for bike battery swapping..
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