Never heard of Infiniti ? I guess Infiniti is not that big in Europe ...
Oh no, i do know Infinity. But some people (analysts, and sometimes even here on these forums) talk about the Leaf being a competitor and abot how more advanced it will be by the time Gen3 is out. Now when (not if) Nissan put that technology into an Infinity, that will be real comeptition, I agree. But not as a Nissan, as that brand has different customers. That's all I'm saying.
BTW, while Infinity is sold in Europe as well, I think a Tesla Model S will much sooner become an alternative to the German premium brands in the eye of the welathy consumers. The green aspect, the cool touchscreen interface, the whole coolness factor associated with the brand will really sell it. I think when it comes to premium brands (of any industry), perception, "being seen in it" is equally as important as the actual quality and specs. What brand you choose tells the wo0lrd who you are, I guess.
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I'm pretty sure it is a combination of
1) Wait for the natural, annual reduction in battery cell cost to make a cheap battery feasible (this is the big one)
2) Gradually gain experience and build in-house expertise for large-scale manufacturing
3) Offset the development cost of the G3 vehicle by letting high-end vehicles pay for component development
4) Build a brand as a premium carmaker, which is probably the cheapest and most reliable way to make people buy your stuff
5) Build enough capital to pay for the development and scaling in manufacturing.
I think you made a really good list there, there is just 1 thing I'm missing: chargers.
With a 100k car you can get away with limtied public charging. Just my 2 cents, but i think those who buy a 100k car usually have a garage they can charge in, plus they may have more than 1 car so if they need to take a trip outside the current Supercharger network, they can drive something else. But for people buying a 35k car, that might be their only vehicle, and most of them may not have a garage. Especially in Europe, some may live in a city and park on the street.
Building out the Supercharger network world wide (at least their main markets) may be the most important part of the preparation for Gen3. E.g. there is currently no Supercharger built or planned in the Czech Republic, Slovakia or Hungary. Do you know how many Germans, Austrians and even Dutch do business in our region? It is not unlikely for them to drive here on a regular basys. So even if sales of premium brands is less then in Western Europe, for their main markets it may be of high importance to quickly charge their cars over here for the return trip, or to travel further to their factories in the countriside in these countries.