As one of the pioneers of new energy vehicle companies, Tesla has never lacked topics. It can be seen that it has indeed made many achievements in new energy technology, such as self-developed FSD chips and battery management systems. , V3 super charging piles, centralized electronic and electrical architecture, etc., not only promote its own development, but also provide technical inspiration and inspiration to many new energy vehicle companies. Recently, Tesla announced the third chapter of its secret ambition, with the goal of "how the earth can move towards a completely sustainable energy path."
What will happen to the earth in the future? This topic is too science fiction for most people, but from Tesla's own perspective, there is some data support, such as investing 10 trillion US dollars in manufacturing capital to achieve 240TWh energy storage, 30TW green power generation, using less than 0.2 % of the land area, achieving 10 of the world's economies.
10 trillion US dollars has exceeded my ultimate understanding of money, but I know that Tesla’s next generation of cars will increase operator density by 44%, reduce assembly costs by 50%, and improve space-time efficiency. At 30, supercharging hardware and installation costs are 20 to 70 less than the industry average. On this basis, Musk plans to establish 10 to 12 Tesla super factories by 2030, producing 20 million new cars every year.
As early as 2006, Musk also announced four plans for Tesla: build a sports car; use the money to develop an affordable car; and then use the money to develop a car. A cheaper car that provides sustainable energy while doing the above three steps. Judging from the Tesla Model 3, although this plan has not been fully realized, the continuously lowering prices have revealed that Tesla’s four plans are constantly being implemented. If the production cost of the next generation is reduced by 50%, then the distance to this goal will be You can get one step closer.
If you understand the history of the automobile industry, you will find that Tesla’s goals and execution are almost exactly the same as those of Ford and Volkswagen: Ford invented the assembly line to continuously reduce the cost of car manufacturing, and Volkswagen wants to create a human People can afford cars, so for a long time, Ford and Volkswagen almost dominated the global low-end civilian car market.
At the beginning of the birth of the automobile, almost all car companies were developing cars exclusively for wealthy people, including Mercedes-Benz, Skoda (you read that right), Rolls-Royce, Bentley, and too many disappearing cars. This is true for all brands, and automobile groups such as Volkswagen, Ford, Toyota, Honda, and Hyundai that have seized the low-end market have eventually become the dominant players in the automobile industry. As an old saying goes: Those who win the hearts of the people win the world.
What Tesla is doing now is to take advantage of the mainstream consumer market by reducing costs and penetrating from high-end models to low-end models. But history is always surprisingly similar. Looking back at the current domestic new energy vehicle companies, the number of new energy vehicles in the 200,000-class category has far exceeded the 100,000-class new energy vehicles. Without the support of a complete R&D and manufacturing technology system, they are eager to Building a high-end brand has become the common sense of most new energy vehicle companies. I think this is problematic.
As far as the actual consumption capacity of Chinese people is concerned, the number of cars that can buy more than 200,000 yuan is very small, and the actual number that can buy cars with more than 300,000 yuan is very rare. For example, in a large market with annual sales of more than 20 million cars, the sales of BMW 3 Series, Audi A4L, and Mercedes-Benz C-Class account for less than 2.5%. This is enough to illustrate the current situation of domestic automobile consumption. Stop being obsessed with high-end brands and focus on 20 I think investing in the mainstream market at the level of 10,000 is the path that independent new energy vehicle companies should take.
The biggest opportunity that the new energy era brings to domestic car companies is that there are no heavy technical barriers like the era of fuel vehicles. They can transform from struggling to making strides. If you only focus on the market opportunities in front of you, you will be aggressive. Exporting high-priced "patchwork vehicles" and giving up consolidating its own basic technology without a complete and mature technical system may lead to the fate of fuel vehicles in the future.
This is by no means alarmist, because many domestic new energy vehicle companies that are superficially beautiful do not have their own technology or factories. Most of the software and hardware come from overseas suppliers. If you think about it, this It is using its own market to once again help overseas automobile suppliers develop technology. If things go on like this, the scene of having to pay patent fees for every piece of gear may happen again.
This article comes from the author of Yichehao, Lage Shuocheguanhao. The copyright belongs to the author. Please contact the author for any form of reprinting. The content only represents the author's opinion and has nothing to do with Bitauto