Editor's note: This is a guest post from Rafi Khan, an Nio investor, and does not represent the views of CnEVPost.

If you have ideas you would like to share with our readers, feel free to send them to us. Articles written for the purpose of link building will not be considered and such emails will not be answered.

(Photo source: CnEVPost)

History over past century has shown that Disruptive Products such as:

Toilets, Running Water, Refrigerator, Electric Power, Radio, TV, Toilet, Land Line, Cellular Phone, Automobile, A/C, Computer, Dryer, Washer, Smartphone, Tablet.

Experience S Curve, Exponential Growth once they reach critical mass 10% Market Share Penetration.

Superb Graphs spanning 115 years are shown in video linked below

Video also shows how all major countries are on their own S Curves Exponential Growth with EV adoption -- it is a must watch video.

Multi Billion $ Question is whether Nio BaaS Battery Swap can also have S Curve Exponential Growth once it reaches 10% Market Share penetration first in China & then in Europe.

Let us first list some of benefits of BaaS / Battery Swap:

Nio is already at 50% Market Share in Premium Luxury Chinese EV Segment.

Nio is well over 10% in Shanghai Total Market Segment -- In China where Shanghai goes other cities follow.

With completion of NeoPark (Phase 1 in Q3 2022) Nio will have:

Such attributes suggest more than critical 10% Market Share for Nio BaaS Battery Swap Disruptive Product.

That should cause S Curve Exponential Growth for BaaS Battery Swap EV Market Shares as other Big Auto companies join the Battery Swap Model.

Domino effect will occur as others from Big Auto follow Geely in committing to BaaS Battery Swap.

Even Global Behemoths like VW, Toyota, Ford, GM & Honda will NOT have the time or capital to build a Chinese / European Battery Swap Infrastructure like Nio at that time.

Nio with its existing nationwide infrastructure & Nio Power (which allows company to capitalize monthly BaaS payments) will be uniquely placed to offer BaaS Battery Swap services in China & Europe.

So let the dominoes fall:

Soon Investment World will realize there is a major disruptive product (BaaS Battery Swap) within its own proven existing EV disruptive product.

Look at S Curves, Exponential Growth over past 115 years on disruptive products to see what then happens next.

Not a Financial Advisor Nor Auto Analyst JMHO DYODD