Accused "Tesla Killers" removed by all costs
Cars
Published on January 5, 2019 |
by Guest Contributor
January 5, 2019 av Guest Contributor
Originally published on EVANNEX.
By Charles Morris
The myth of "Tesla Killer" is a temptation for ordinary journalists, who have learned that an article with the word "Tesla" in the headline, especially a negative, is a secure fire click generator.
 Audi e-throne Quattro concept on the show at the Frankfurt Auto Show (Image via Audi) |
On the front page there is a good dissertation: Any large car manufacturer who decided to be serious about selling (not just producing) EV can use the benefits of economies of scale and access to capital to bury small Tesla. But those of us who follow the EV market closely have never considered this a serious threat to the California car manufacturer. The wild killers can have weapons and opportunity, but they lack the motive.
Tesla exists only to sell EV, while older brands produce electrical components mainly due to pressure from government regulators (and increasingly in response to the Tesla competition), and have shown a noticeable lack of interest in selling them. volume. The reasons for this are evident, since a car manufacturer, after the other, admits that it expects electrification to take a great deal out of the record profit industry has enjoyed in recent years. Companies understand that the transition is inevitable, but it is one that they are not dealing with, and this fact is beginning to sink in with auto analysts and the media.
As Simon Alvarez, writes in Teslarati, it states: "With older car manufacturers revealing their high-expected Tesla competitors, and with every company running into challenges, analysts begin to retreat to the myth by Tesla Killer. " Alvarez cites the examples of Toni Sacconaghi by Bernstein, a well-known Tesla skeptic, who recently stated that Model 3 faces "no credible competition" from older cars to at least 2020; and Berenberg analyst Alexander Haissl, who repeated a buy class at TSLA with a price of $ 500, says that fear of competition is "overblown." Another conversion is Andrew Left of Citron Research, formerly a pronounced TSLA card seller, who recently said: There is no Tesla killer. Competition is not to be found, and no electric vehicle is slated to launch at the Model 3 price point until 2021. "
 Between January and October this year, Bloomberg reports that Tesla's model 3 is now more popular than the listing (19459017), Bloomberg via InsideEVs) |
The editor's note: We here at CleanTechnica reported about Tesla Model 3 which surpassed luxury car competition before anyone else – though, I'm sure others had their eyes on inevitability. [19659003] Further evidence of Tesla Killers' innocence was presented in a recent report from the Hamburg-based Berenberg Bank (via Forbes). "Tesla Inc will boast what was once thought to be the existential competitive electric threat from the Germans due to its leadership in range, design, engineering and cost, "wrote Berenberg analyst Alexander Haissl." Tesla has already demonstrated its ability to outperform exi stars and their ICE cars despite a higher price, as consumers are willing to pay a premium for a better product. "[B] c. Berenberg believes that German and British decision makers will face a price problem. "Recently launched EVs by traditional [manufacturers] come to the market at a close 80% purchase premium before subsidies compared to their ICE counterparts, without giving meaningful incremental benefits to the consumer. Consumers' willingness to pay such a premium can show being limited, jeopardizing the competitive position of these electric motors, "Haissl said.
The unfavorable market dynamics are not the only oil spot in the Big Auto. Other attempts to take on Tesla have undergone some unforeseen difficulties:
→ Mercedes has recently announced that the EQC, which will be a competitor for Model X, will have a gradual expansion thanks to concerns over the car's battery and other electric power drive components.
→ Audi has also had to delay the release of its new e-throne due to problems with the vehicle's software and with LG Chem, who may be ready to raise his prices (as reported by German news magazine Bild). Audi also lost its face when it appeared that it was planning to make the e-throne a special order in the United States.
→ Reviews of Jaguar's I-PACE come in and most agree that it is a fine vehicle, but it falls
→ GM has decided to shut down the production of its renowned Chevy Volt in March 2019.
→ In the midst of the scandal with CEO Carlos Ghosn, Nissan has postponed the long-awaited launch of cross-country skiing.
→ BMW's director of development has admitted that he expects 85% of the company's cars will continue to have internal combustion engines by 2030.
→ Porsche's woven Taycan is expected to be a money loser and the company expects line-level workers should share the pain. A Porsche executor recently said that Taycan's planned factory employees had to give up fixed wage increases over the next few years.
Together with older car manufacturers, MKBHD also sees some of the new, so-called "Tesla Killers" getting a lot of buzz (YouTube: Marques Brownlee )
Tesla has a technical management for several years on heritage car manufacturers, an advantage Teslarati s Alvarez attributes "Elon Musk's long-term play to electric car batteries and the company's vertical integration." Tesla's policy of producing its own battery cells with partner Panasonic saves the problems currently plaguing Audi and Mercedes. The Apple-like integration of Tesla's hardware and software creates a unified user experience, helping to avoid which issues Jaguar faces with I-PACE. 
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