Adam Varga + 123 AV July 17, 2018 Daimler and BMW will rise to the top of the global electric vehicle market in 2021, according to new research from PA Consulting. This research puts Tesla in the lead for 2019 but predicts it would fall to seventh in 2021. Production problems with Model 3, uncertain profit outlook and expired tax credits could kick Tesla out of the game. Quote Share this post Link to post Share on other sites
BlackTortoise + 103 CM July 17, 2018 It is almost inevitable for larger automakers to surpass Tesla in EV sales. But Tesla still needs to sell well enough to stay in business and be eventually profitable company. Quote Share this post Link to post Share on other sites
Stormysaga + 62 AB July 17, 2018 Even if they succeed to surpass Tesla in EV sales and technology, Tesla still made a success. Its goal was to be a pioneer in electric vehicles and to motivate others to develop and build EVs. I see this more as complementing the industry instead of competition. Quote Share this post Link to post Share on other sites
LAOIL + 33 OS July 17, 2018 I don't think investors would like loosing money if Tesla doesn't stay strong and get profitable. Everything is about money in this game. Quote Share this post Link to post Share on other sites
Vlad Kovalenko + 115 VK July 17, 2018 What about battery technology? Tesla spent 10 years building batteries. Its biggest advantage here are batteries, especially after signing an agreement with China to build Gigafactory in Shanghai. Other manufacturers will either buy batteries from third party or have to develop competitive batteries. Either way they are behind, and their batteries will cost more to build and perform worse than Tesla/Panasonic batteries. Quote Share this post Link to post Share on other sites
BlackTortoise + 103 CM July 17, 2018 Well, as far as I know, other manufacturers are already putting money to make it happen. https://electrek.co/2018/01/29/mercedes-benz-electric-vehicle-production-global-battery-network/ Quote Share this post Link to post Share on other sites
Top Oil Trader + 469 JJ July 18, 2018 Oh im pretty sure tesla will be a hasbeen, everytime i see him talk, I know he won't last, just like that delorean yugo, i am surprised he lasted this long. 1 Quote Share this post Link to post Share on other sites
Sebastian Meana + 278 July 18, 2018 On 7/17/2018 at 3:19 PM, Vlad Kovalenko said: What about battery technology? Tesla spent 10 years building batteries. Its biggest advantage here are batteries, especially after signing an agreement with China to build Gigafactory in Shanghai. Other manufacturers will either buy batteries from third party or have to develop competitive batteries. Either way they are behind, and their batteries will cost more to build and perform worse than Tesla/Panasonic batteries. Companies like VAG, Daimler, BMW, Ford, Honda, Toyota, Hyundai, GM, so on... spend more money in a year on Research and Development than what Tesla makes in a year. till now the only car company that has been involved in lithium sulphur batteries development is VAG Quote Share this post Link to post Share on other sites
Guillaume Albasini + 851 July 18, 2018 Don't forget the Chinese EV manufacturers. Huge market, huge production and huge investments. China is using the transition to EV's to close the gap with European and Japanese car makers. Big Chinese companies like Tencent, Alibaba or Foxconn are investing massively in EV manufacturers. https://www.globalfleet.com/en/manufacturers/asia-pacific/analysis/finally-list-chinese-ev-manufacturers Quote Share this post Link to post Share on other sites
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