 | Home > Off Topic > Tesla - Fell out of the ugly tree |
 
|
|
|
| Supacat Member Since: 16 Oct 2012 Location: West Yorkshire Posts: 11018   
|
From here:
https://loupventures.com/the-rest-of-the-a...n-trouble/ "June quarter deliveries are further evidence that Tesla has the auto industry backed into a corner. It’s becoming more and more difficult to envision a scenario in which legacy automakers will find a way to meaningful expand the small share of EVs that they have today. We expect, over the next two years, other auto OEMs will struggle to gain measurable ground on Tesla’s 80% US EV share. Ten years from now, once dominant manufacturers will be largely irrelevant in the conversation on the future of transportation. For the June quarter, Tesla reported deliveries of 90,700, down 5% year-over-year (vs. 95,200 in Jun-19), compared to GM down 34%, Toyota down 35%, and Fiat Chrysler down 39%. While an incomplete comparison, in March, Tesla’s global delivery numbers were up 40% year over year compared to the US auto industry down 29%. It’s becoming more clear that it will be difficult for traditional automakers to catch up to Tesla, as demand for Teslas continues to outpace the broader industry. As the company scales to meet demand, Tesla’s price-performance gap versus other carmakers will widen, because other carmakers are producing EVs sub-scale, creating a dilemma: If traditional auto releases a car with features and range at parity and sells the car at cost, it will be priced 10-25% higher than a comparable Tesla. This will soften demand and lead to further market share loss. If traditional auto subsidizes vehicles to gain market share they will lose money with limited margin cushion. The more they sell, the more money they lose. Taking it to the logical end, we believe car companies that have been around for 50+ years will eventually (10 years from now) be forced to restructure or go out of business. This year, we believe 3-5% of cars sold in the US will be electric. Musk has been right on production to date and expects deliveries to grow at 40-50% per year over the next decade, which implies ramping annual production from about 500k vehicles today to over 15 million in 2030." |
||
3rd Jul 2020 4:51am |
|
| Supacat Member Since: 16 Oct 2012 Location: West Yorkshire Posts: 11018
|
 Click image to enlarge I've not kept pace with the story, but can you now order as opposed to just place a deposit? Also, refreshing to see a manufacturer actually hit the price point(s) initially floated... |
||
|
10th Aug 2020 7:24am |
|
| Zed Member Since: 07 Oct 2017 Location: In the woods Posts: 3348 
|
https://uk.motor1.com/news/489977/elon-mus...gn-update/ WARNING.
This post may contain sarcasm. |
||
|
23rd Feb 2021 5:29pm |
|
| Supacat Member Since: 16 Oct 2012 Location: West Yorkshire Posts: 11018
|
So still no final design, and factory not built yet; but on target for 2021 sales ~ now that's a real industry disruptor.
|
||
|
23rd Feb 2021 5:32pm |
|
| Leamreject Member Since: 19 Dec 2020 Location: Middle Earth - Leamington Spa Posts: 970  
|
Looks like folded paper.... the origami Tesla....
 Ride like you stole it!!
If I’m not on a bike it’s because only a 4x4 will do… 2011 2.4 Puma 90 HT |
||
|
23rd Feb 2021 7:36pm |
|
|
|
| All times are GMT |
< Previous Topic | Next Topic > |
Posting Rules
|
Site Copyright © 2006-2025 Futuranet Ltd & Martin Lewis
