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So… Highland is out…
- Thread starter boombap
- Start date
Given they cut production in China to 5 days per week I don't see them getting back to their quarterly highs.
They have to slow down based on these numbers, the storage costs of all the excess cars will be a point otherwise. Agree it’ll be a slower year but probably once interest rates start to come down things will change.
I think the timing of the M2 is perfect, interest rates are too high, the main group of buyers right now are not ready for EVs, hence the fixation with hybrids now, we dont want the M2 now
think peak for hybrids is now until mid 2025, Ev adoption will increase but be slower, and the M2 will arrive at the perfect time
late 2025 M2 will be ready in large numbers, interest rates will be lower and the main group will be ready to move from hybrids to pure BEVs
think the ipad, it was ready before the iphone, but Steve J held it back and released the iphone instead
the iphone was released first due to the market was not ready for the ipad
the rest is history
the M2 will make history
Zilla91
Active Member
Ah yes, because the majority (ie non-Tesla enthusiasts who will know nothing about the upcoming refresh) will definitely be holding off because of that…
Zilla91
Active Member
But the Model Y is current, Tesla doesn’t do discounts and I doubt all those company car and salary sacrifice buyers really care when it’ll be handed back in a few years
But BYD still experienced a 13% sales growth of BEVs in Q1 2024 compares to Q1 2023 while Tesla suffered an 8.5% fall. I’m no market analyst but I’d be willing to bet a small fortune that BYD’s sales will comfortably beat Tesla’s in 2024.
Take a look at the top selling vehicles in the US and then you can maybe see why they went the way the did:
The 25 Bestselling Cars, Trucks, and SUVs of 2023 (So Far)
As the industry continues to recover from supply-chain issues, many models are way up through the first three quarters of U.S. auto sales.
www.caranddriver.com
Incidentally the top seller has been the top seller for 41 years!
Yes but it could have been a more conventional truck (which would have made it to market quicker) and in parallel in Berlin or Shanghai a model 2 could have been developed.Take a look at the top selling vehicles in the US and then you can maybe see why they went the way the did:
The 25 Bestselling Cars, Trucks, and SUVs of 2023 (So Far)
As the industry continues to recover from supply-chain issues, many models are way up through the first three quarters of U.S. auto sales.
Incidentally the top seller has been the top seller for 41 years!
Wait until Elon makes the Model 2 a 3 wheeler to save on the cost of an additional rim and tyreConventional? Wait until you hear what they've done with the indicators
Depends - Giga Austin is ramping hard and despite the headlines the USA seems finally to be reaching a decent EV inflection point.
I’m somewhat surprised Shanghai didn’t suffer sooner with Berlin stealing most of its export volume to Europe except for RHD. China volumes were stronger than RoW despite its slump.
No point in prioritising it without the necessary battery supply.
The roadmap is driven by cells and there ain’t enough available for volume production of M2 yet.
Jason71
Well-Known Member
I don't think the M2 will need or use 4680. To hit the expected price point I am pretty sure it will be using LFP. probably CATL. There are plenty of those available but presumably they will want to use the ones from the new US factory in the US to get tax incentives.
Can't help feeling though that the main market for this will be China and Europe. Small cars are not as popular in the US as they are in those markets.
Zilla91
Active Member
What good will pumping out more cars do? They produced 50000 more cars than they could sell
And I see we’re back to this mythical Model 2 to fix everything
will this new car arrive before or after the roadster?Correct about not using 4680, but Tesla don't have enough LFP supply for a smaller car that will be at multi million unit volume and are just starting construction on their first US based joint venture with CATL to alleviate some of that problem and prepare for the future. The limiting factor has been affordable volumes of cell supply for every model launch.
I also doubt the 2 will be small by European standards, more Ford Focus sized which sell well in US too.
After.
Roadster launch event pencilled for end of this year.
On past history of scheduled launch events I’d guess that means a November event and production in early 2025.
Zilla91
Active Member
So after my test drive on Saturday of the M3H, I was asked by the advisor what I thought and basically said "nice car but not for me". They've just rang up and asked if my thoughts had changed at all.. they must be really desperate if they've resorted to this.
I'll believe it when I see it.
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