AnxietyRanger
Well-Known Member
Might be a competitor to the Model Y, and maybe even arrive a year or two before it. Good for Jaguar and consumers, I say. But Model X? Doubtful. After all, the market supports both the Q5 and the Q7. The X3 and the X5. Etc. Etc. All at the same time. 2 rows vs. 3 rows. Different horses for courses.
The problem here is, there is no Q2, Q3 or Q5, electric SUV. So the people currenly buying Model X have exactly the choice of one electric SUV. In one size. The assumption that all of these people would have gone for the Model X equivalent Q7 ICE SUV is probably wrong. The comparison to the ICE market does not work. Many of them would probably have gone for a smaller car, were it available.
We know people from Prius and other far smaller and less expensive cars have bought into Model S and Model X, simply because there is such a limited selection of EVs currently available (small low-range cars or large higher-range cars). So the optics get distorted a lot for lack of choice.
There are no different horses for this course yet.
Also, it's clear Tesla's Supercharger network is a real advantage. I have a hard time believing any traditional automotive manufacturer will be willing to invest in their own network, basically funding the demise of their bread-and-butter ICE captial investments. And the future of government funded chargers in the US through DoE grants and the like is looking grim for the next 4 years. So I believe Tesla will remain the only game in town with a real cross-country network.
Tesla will be the only game in town with real cross-country network for some time, of course. CCS will get there eventually (in the U.S. the Volkswagen restitutions will help a bit), but when I-Pace comes this will be a limitation at least initially, I agree. I'm just not sure it matters all that much. Not all people buy cars for cross-country trips. Especially if it is the second car in the family, where an I-Pace might work great.
There are several people on this forum with a Model S and Model X in the family. Unless seven seats are needed, I could easily see the Model X being replaced by an I-Pace in such a scenario.
p.s. I am not saying this to support the notion that I-Pace is some actual threat to Tesla. Just discussing the customer perspective. I could well see myself considering an I-Pace instead of a Model X. And perhaps even more importantly, I might consider an I-Pace as a second car rather than a Model 3.