But Tesla still sells it's cars at a loss... They make up for that loss by selling CO2 certificates, but if other players are going to enter the market with EV, the certificates won't be worth as much...
Tesla is in danger of becoming a one trick pony. They will sell because of the power. But energy efficency isn't any better than for example a Kona EV, only the battery is bigger. Tesla had an advantage that their Model S looked sleek and like a sports coupe, not wonky like prettty much every other EV. That benefit will also dissappear soon.
Some people say Tesla build quality is poor aswell, that could bite them in the ass aswell.
The battery tech isn't special either, so where is the 10 years advance really? It's Panasonic cells, last I looked.
I'd still consider a tesla because of the power though, if I was in the EV market.
Lets see what the 2020 financials look like before we decide the cars are sold at a loss.
Remember Tesla is also the gas station in many instances, as well as certificates, and coming soon - subscription meaning they will be getting ongoing software revenue from most of their cars.
Teslas current profit loss aside - There is much more margin in a Tesla than any other BEV for a number of reasons.
No other manufacturer comes close and must leverage their ICE line to fund the BEV.
The better the other guys EV's sell, the worse their bottom line.
Look no further than VW's dealer margin on the ID products. Dealer have no incentive to sell them over ICE.
Teslas unique investment in assembly ease like giant casting machines that will further bump margin per vehicle.
Quality is and has been continually getting better. There are always monday/ friday and first run cars.
It will be interesting to see if the China cars are on average better than their American or German cars.
When comparing BEV's everything has to be accounted for. comparing out of segment cars isn't usually valid like in the ICE world.
One car is a rocket the other a dog - the dog usually more efficient.
A car that is electrically gimped will always use less energy than a comparable car with better performance.
Overall Efficiency isnt something a lone metric can establish but is a holistic combination of measurements.
Lets say one car gets 5mi per KWH, and another 4.7, but the car that gets 5.0 Miles per KWH only charges at 50KW, and the other 100KW.
The car that gets 5m per kWh goes from 0-60 in 8 seconds and the car that gets 4.7 does it in 5 seconds - are these cars even comparable in the real world?
