Your link is behind a paywall, I can't verify your figures, nor the factual conditions and the effects of production startups with all its current issues around electronic components. Having an operational established production setup/contracts as Tesla has, is a big advantage.logos wrote: ↑Thu Oct 21, 2021 1:33 pmTo debunk another one of your multiple clueless claims, here's some accurate figures.
Source: https://www.statista.com/statistics/541 ... facturers/Global plug-in electric vehicle market share in the first half of 2021, by main producer
table
column chart
Characteristic Market share
Tesla Inc. 14.55%
VW Group 12.52%
GM 8.55%
Stellantis 6.45%
BMW Group 5.79%
BYD 5.75%
Hyundai Motor 4.97%
Daimler AG 4.82%
Renault-Nissan-Mitsubishi Alliance 4.79%
Following your figures, it shows, Tesla is -currently- at the top for electric cars. Know that the real Tesla competitors are being introduced only now, these figures will change drastically in the upcoming 1-2 years. For Germany, Tesla already dropped from position 1 and will only go down further.
Another item to keep in mind is, people tend to be pretty brand loyal, as such, when they currently drive a VW, the chances are likely, their next (electric) car will be a VW to.
Add to that, that by far the majority of people aren't in the early adopter category, and as such not attracted to Tesla from their personal nature (and as such, not even considering buying a futuristic looking Tesla).
So, all-in-all, Tesla will obtain a long-term position in the electric car market, though there are zero reasons to assume, that it will be a dominant position, for which I already gave the reasons.
Actually, I don't follow the Tesla stuff, I have more to do than that. What I pick up is, what I read as more general interest. And from that, 2 aspects do come up: The believers, for whom Tesla is holy, and those reporting (at least more or less) objective. And from the latter, the situation is far less rosy, as the believers want the world to believe.
Combine that with just common sense, that businesses can only be sustainable when some profit is being made per core value created, and you get to my statements.
Yeah, that is what you get, when you target hyping and empty promises, instead of reality. Tesla knows very well, 6+ months ahead, they can't deliver. These markets do all have a very long-term order commitment.
Especially strange are the delivery issues with the S model, which is low volume and should as such be easily given preference over some low-cost cars. Looks to me, the S model is selling at a loss for each car manufactured (despite the zero emission rights sold on top of each sold S model). And those losses need to be avoided, to help Tesla presenting black figures.
Make it 9 years, it does no change the overall principle. I don't see any more revolutionary things come from Tesla.logos wrote: ↑Thu Oct 21, 2021 1:33 pmThey started production in late 2012. Despite your question mark, you're off by 33%. That may be 12 years in your alternative reality, in mine it's more like 9 years.Tesla S now seems to have the first revised model in 12 (?) years, maybe something of "never change a winning team".....
But hey, who cares about accuracy, right?
The promises about the "auto-pilot" are still promises, for all these years. Combine that with knowledge about how nature works (called Entropy), it is clear, the promised level-4+5 auto-pilot is not going to come (it will require regulatory approval and won't get that, due to the sheer immense difficulty to interpret the environment the car is driving, the moment, you get off the freeway). Even a level-3 will be extremely difficult to realize and probably only possible on freeways and/or empty country roads (at night).
Think how much press it would create, when the Mercedes EQS would have the amount of auto-pilot crashes the Tesla does have. The world would not be big enough.
Or so to say, the Tesla car itself is (for its core car features) behind what German car manufacturers manage to create (and given the general shoddy US car quality, probably not getting much better either), so once the electric technology and electric consumption mature, there is no longer a premium to obtain a Tesla (except for those susceptible to hypes).
And that'l happen in just a few years. And as such, there is no fundamental support for the hyperinflated Tesla stock pricing.......