I wonder if the price drop is temporary until CCS-equipped cars with new interiors come out.
Yes, that's definitely my take. Tesla have been sitting on profit on these cars with no competition. They have steadily increased price over the last couple of years to maximise that (although might be due to falling £, I haven't compared other countries, so welcome any other views
)
iPace is here ... Porsche is coming - Sneak-preview after yet-another-concept and pleas to "keep waiting" ... eTron was delivered DOA. Some will buy Brand, Service or Build quality of course, but Tesla cheaper price will shift some/many? buyers and must be giving competitors the $hits. Tesla must have cheaper battery manufacturing savings trickling through to retail sales, facilitating lower price. Tesla has said "No profit in Q1", loss of subsidy in USA (loads of foreign markets to satisfy for M3 though), also launch of $35K M3 with perhaps wafer-thin margins, might as well dump-and-run on MS / MX too, and then the revamp / CCS model can reclaim that profitability towards end of the year to keep Wall Street happy. I read that crap iPace range (more so at 75MPH than 50MPH) is very variable car-to-car and thus a result of having to source battery cells from 3rd party, presumably a problem that Tesla has solved with in-house & QA, so that's playing into Tesla hands too ...
My 2p-worth is that MS/MX revamp is on the way and with bigger battery. The Competitors have come out with 90kWh models half a dozen years after Tesla launched MS - that's as good as it gets with a clear view of current tech? Tesla bringing out, say, 130kWh model will increase competitors anxiety, unless they can source and fit bigger battery too ... there must be a significant bottleneck for Car Makers to get cells from 3rd party battery companies, and that's going to be the case for some years to come. For anyone who has launched a 90kWh model I can't see them finding a way to increase that to 130kWh, they are going to want to ship more cars, not fewer, longer-range, ones, and they will be wanting to recoup Dev cost on existing just-launched models ... Welcome Old Guard to The Disruptor
I fear a backlash of Tesla hate coming shortly from recent buyers and I can fully sympathise.
just lost iro £25K overnight.
is that actually going to be the case though (IDK)? Supply of second hand hasn't increased, and for anyone replacing like-with-like its just a case of making up the difference (which might well be narrower, even with 2nd hand price lower the new price is lower too). More difficult if liquidising asset, but I'm not convinced that 2nd hand price is going to fall as much as new price has.
I remember Sinclair bringing out ZX81 a year after ZX80 adding features and dropping price by 30% ... and annoying a lot of owners ... I had a chance meeting with Sir Clive and asked him about that and he replied "
Halve the price, sell to 20x as many customers" ...
Flip side: may put everyone off buying EVs though ... "
Price is clearly going to fall as battery cost falls, I'll wait" ... battery is a huge percentage of the retail price. Or maybe good news for adoption of EVs across the globe
I would be paying quite a lot more on monthly PCP for performance I don't really need
You definitely don't need
I have P-model and I SO rarely use it. There is one short straight on a back road here where I definitely couldn't pass a slow-coach in anything else, but that's it. On dual-carriageway cruise its no benefit, jumping out into a tight gap on a roundabout gives my unexpecting passenger whiplash! so by default I have it turned off. First couple of months taking my friends for a spin was fun, haven't had opportunity to do that for yonks ... "
Sorry, we're 4-up and battery not fully charged so won't get full performance, thing weighs 2.5 tonnes too of course, but here we go ..." Hehehe ... they definitely were not expecting what they got
At the previous price I never considered it for a second.
Yup, that's the kicker for sure. I'd been thinking "
Not going to be able to get much [for my money]
in a replacement" ... my initial purchase was well timed, before the price increases (BREXIT related mostly), and AutoPilot etc. cost steadily pushed up too ... now I'm thinking "
I can afford top-of-the-line for a replacement" ... although I expect the revamp/130kWh model price is going to make me wince ...
