Tesla BEV Competition Developments

[wdolson]

Here we go. The "we are copying Tesla" company is looking pretty damn good already. 150K/year capacity, decent pricing, supercharger network. This is a real alternative to Tesla... in China at least.

Though the Chinese are famous for vaporware. It could be real, but talk is cheap.

 

[Tim]

Tesla talked about the cell&pack cost at the Q2 or Q3 earnings call (I think Q2). I expect them to be between 110 and 140 at the pack level now, maybe under 100 at the cell level?

Yeah, it was back in June. Also, current spot cobalt price is half what it was then and nickel is down about 25% so I think elons estimates are likely conservative.

I think your pack level cost estimates are probably accurate. Imo we're at the point wrt Tesla where pack costs are likely not material anymore. They need to still figure out high volume manufacturing, but that's a solved engineering problem so that will come soon enough.

I'm really optimistic(hopeful) that Tesla doesn't settle for a $35k base product. That leaves too much room to be disrupted by cheaper products. There's no reason a long range ev should cost more than $20k. I think it's a mistake to pursue profitability over volume at this point in their growth curve.

 

[SebastianR]

Here is an electrek review of the iPace (Electrek Review Jaguar I-PACE: a stunning electric vehicle with some issues - careful the link goes to electrek)

When reading it, I assumed that Jaguar flew Fred to CA and paid for the trip.

Yet this is the verdict:
- Best looking car.
- Fast, responsive, handles well.
- Range really bad (but put as "the range is going to be good enough for most people, especially if you plan to use it to get around a city")
- Great family vehicle as long as you are not expecting the (inside) space of a full-size SUV.
- User interface sucks/doesn't work.

Doesn't sound like a slam-dunk to me.

First comment summed it up for me:

I still have a problem accepting that the iPace, priced almost like an S with a battery a lot bigger than anything model 3 LR has to offer, the size of a Model 3, still has only the range of the not yet released Model 3 SR.
Here in Austria the Model 3 AWD Premium is € 58300,-. The iPace starts at 78000ish. Bringing it to similar level with the Tesla Premium package resulted in 91000,-
[...]
Also: only 1phase AC charging. What were they thinking?

 

[30seconds]

Wait till you see the inside cargo room of the i-pace. That plus range really shows that it is a city / commuter car. A Leaf with better interior & but more range.

 

[Cobos]

Here is an electrek review of the iPace (Electrek Review Jaguar I-PACE: a stunning electric vehicle with some issues - careful the link goes to electrek)

When reading it, I assumed that Jaguar flew Fred to CA and paid for the trip.

Yet this is the verdict:
- Best looking car.
- Fast, responsive, handles well.
- Range really bad (but put as "the range is going to be good enough for most people, especially if you plan to use it to get around a city")
- Great family vehicle as long as you are not expecting the (inside) space of a full-size SUV.
- User interface sucks/doesn't work.

Doesn't sound like a slam-dunk to me.

First comment summed it up for me:

Is it just me that thinks the i-Pace looks horrible. I see quite a few of them here in Oslo and every review says it looks gorgeous. The F-pace looks like a cool sporty SUV. Even the e-pace looks OK. And Jaguars modern sedans arguably looks even better then the Model S, and I love the looks of the Model S, I own one
But the i-Pace straight from the front looks angry and cool. But any kind of side view it just looks like someone ran out of time in the design process and just finished it with some "swoopy lines and noone will notice" or something. It's just too wide and short to look nice, and it kind of makes the BMW X4 look nice in comparison which does take some doing...

 

[RobStark]

2019 I Pace Frunk

 

[EVMeister]

How adorable. I look forward to putting my newspaper in there.

 

[Saghost]

How adorable. I look forward to putting my newspaper in there.

For one of the compact umbrellas too, maybe?

 

[Spidy]

Yeah, they should have made they hood 10cm longer like the Model 3 just to fit a larger frunk. Because we all know that's what EVs are really about. Especially when you have to pull out your phone to open it...

 

[9837264723849]

Is the hood shorter or the frunk smaller?

 

[wdolson]

For safety Tesla tends to put longer noses on their cars than necessary with the intent of using the extra space for crumple zone. This allows for a large frunk. It also allowed them to re-engineer the Model S to have a front motor without too much rework of the core structure. Other companies tend to have the minimum nose on their cars. The Bolt has a fair bit of the electrical and electronics up there with no left over room. It looks like Jaguar was left with a small void so they made a mini-frunk.

In the end the frunk is just making some left over space useful.

 

[JRP3]

For safety Tesla tends to put longer noses on their cars than necessary with the intent of using the extra space for crumple zone.

Probably helps aero too.

 

[wdolson]

Probably helps aero too.

True

 

[RobStark]

Dyson electric car: former BMW and Infiniti boss Roland Krueger to lead project

Jim Rowan, Dyson CEO, told Auto Express that Krueger would be an “excellent fit” for the British brand, which expects to start testing prototypes of its pure-electric car in 2020 and start selling it in 2021

 

[RobStark]

Electric Polestar 2 Will Start at $40,000 and Get 350 Miles of Range: Report

 

[ggies07]

Electric Polestar 2 Will Start at $40,000 and Get 350 Miles of Range: Report

Smart guy:

The global electric car market was worth four million units in 2017 but it's quite widely expected to be worth 29 million units by 2025. EV owners will come from all walks of life," Goodman told the British publication. "So it's a mistake to assume that, because the cars are electric, you have to make them quirky or futuristic."

He continues, "Other brands may be doing that, but if we’re looking at a market worth 30 million cars within seven years, it isn't going to be niche, it's going to be mainstream. So you just design a great-looking car—

 

[RobStark]

BTW If I were a betting man I would say the 350 mile range quoted by Volvo/Polestar is NEDC.

 

[RobStark]

Land Advisors sells 80 acres for $800M Lucid Motors plant | AZ Big Media

Land Advisors Organization’s broker Kirk McCarville represented the Buyer, Pinal County, in the transaction of 80 acres from Vernon Lester Barnes on December 21, 2018.

The 80 acres are being used by Lucid Motors to develop an $800 million plant, with engineers planning to break ground in March or April of this year. In the next 4-5 years, Lucid Motors is expected to employee 2,000 people in the Pinal area, to help with production of the Lucid Air Car.

 

[anthonyj]

Tesla = iPhone

Everyone else =

 

[jbih]

Tesla = iPhone

Everyone else =
View attachment 371283

I expect Tesla to sell lower priced cars, leaving not much room for a "Samsung". Hm. Maybe the Chinese could do it.