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Preparations for early release of Model Y? Sales by year end? 3rd Quarter?Interesting reading... https://electrek.co/2019/07/09/tesla-mysterious-production-capacity-increase/
The company is “making preparations” to raise output at its auto plant in Fremont, California, Tesla’s automotive president, Jerome Guillen, said in an email to employees on Tuesday. “While we can’t be too specific in this email, I know you will be delighted with the upcoming developments.” The executive also commented on Tesla’s production output, efficiency, and quality over the last quarter. Bloomberg report:
Guillen’s message also said that the company “hit new records in all production lines for output and efficiency” in the most recent quarter, both in Fremont and in Nevada, and that “quality is also reaching record highs.”
What were the other changes?You’ve adequately described the visual modifications, but that refresh came with LOTS of under the hood changes and part revisions, so much so that Tesla publishes a completely different catalog for the post-refresh S.
Certainly not a full-platform refresh or anything, but far from just a visual facelift too.
Which I think is a smart move. Tesla still has no meaningful competition in the markets the S/X competes with. The Jaguar I-Pace and AUDI e-Tron do not compete with the S/X in terms of range, power, cargo capacity, energy efficiency, Auto Pilot-like features, or ease of long distance travel. There is no reason for Tesla to invest in an S/X refresh this year. Yes, sales were down in the Q1 2019 but they are trending back up, and the EV sedan/SUV market in the $100K price range is finite. It is unrealistic to expect that cars that costly can continue to experience large sales volume increases indefinitely. I remain amazed that Tesla can sell as many S/X as they currently are producing.
any real numbers that audi outselling tesla in eu?The Audi ist still ramping up, but beats S and X sales in Europe easily. And at least compared to the S, cargo capability is similar.
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Not whole Tesla, just S/X.any real numbers that audi outselling tesla in eu?
The Audi ist still ramping up, but beats S and X sales in Europe easily. And at least compared to the S, cargo capability is similar.
And you are right, range is less and power is less. Still more people buy it, despite sharp price decreases by Tesla.
So Tesla really needs a more luxurious interior. Luxury cars have never been bought because of range. That’s still different with EVs. But once the others have 300 miles of range, Tesla won’t really compete with just having more range.
So if Tesla wants to stay in the luxury market, they need to make their cars real luxury cars.
There is still time, but they better have some ideas already.
Not whole Tesla, just S/X.
June EU sales aren’t in yet and May is an unfair comparison (since Tesla sales are usually back quarter heavy). But here you have May numbers:
EV Sales: Europe May 2019
But Norway sales for June are in:
EV Sales: Norway June 2019
The e-Tron was sold more often, than S and X combined this year, despite really just starting off in March.
Model 3 sales are still uncontested. But maybe just because there is no alternative.
Nobody is even close to competing with Tesla on range yet. The Hyundai Kona is the only EV that has cracked 250 miles range (US EPA rating). Both the iPace and e-Tron fall below that. The Model S is up to 370 miles and may be higher by the time anyone else gets past 300.
Most of the time luxury cars sell best in their home markets. I don't believe Lincoln or Cadillac even try in Europe. European luxury car buyers want home grown cars. The Model 3 and Y are good for the European market, they're smaller and more reasonably priced. But as the S and X get more competition in Europe, they will lose market share.
I still think there is a possibility that Tesla might drop the S and X entirely for at least a couple of years to concentrate on the Model 3 and Y. When they brought back redesigned cars, there would be a lot of pent up demand and sales would be strong the first couple of years at least. The S and X were stepping stones towards mass production. Keeping them is nice, but they can make more money converting the S/X lines to Model Ys and cranking out lots of those.
I would fully expect a luxury German EV to outsell an American luxury EV in Europe. Color me unimpressed.The Audi ist still ramping up, but beats S and X sales in Europe easily. And at least compared to the S, cargo capability is similar.
And you are right, range is less and power is less. Still more people buy it, despite sharp price decreases by Tesla.
So Tesla really needs a more luxurious interior. Luxury cars have never been bought because of range. That’s still different with EVs. But once the others have 300 miles of range, Tesla won’t really compete with just having more range.
So if Tesla wants to stay in the luxury market, they need to make their cars real luxury cars.
There is still time, but they better have some ideas already.
But I can guarantee you that the press will not be reporting on Porche's production shortfalls like they did on Tesla's.Guess time will tell when the Porsche Taycan hit the market later this year. One thing is to get orders another is being able to deliver to customers within a reasonable timeline (battery and production capacity).
But I can guarantee you that the press will not be reporting on Porche's production shortfalls like they did on Tesla's.
I wonder what Tesla Kim has to say...
I thought free supercharging was never coming back. I thought that MCU1 was upgradable.I thought Elon had deleted his Twitter account? No?