Mercedes Readies First Tesla Rival in $12B Attack

Re:Mercedes Readies First Tesla Rival in $12B Attack by Keyframe on Tuesday September 04, 2018 @01:30PM (#17910935)

Reminds me of digital film cameras (professional). There were attempts, but RED showed the way how one can make a cheaper and capable digital film camera usable for production. It was great for them, it was great for the market, life was good.

Eventually, ARRI (a 100 year-old film company) turned around and what they've made obliterated almost everything from film space RED made. They still have space, but not in the market segment they have entered at first.

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Re:Mercedes Readies First Tesla Rival in $12B Attack by felipemnoa on Tuesday September 04, 2018 @05:39PM (#17913043)

A counter anecdote to this is the iPhone. During the iPhone's release there were three smartphone giants: Blackberry, Nokia, Motorola. The tree companies tried their best to attack Apple but failed. The iPhone pretty much killed them. All it really means is that your future is never guaranteed and that hindsight is 20/20.

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Re:Mercedes Readies First Tesla Rival in $12B Attack by bduerst on Tuesday September 04, 2018 @09:04PM (#17914287)

I wouldn't call that a counter-anecdote, but more of the same.

Following the previous example, the iPhone pretty much dominated the smart phone market when it carved it out, but now iOS is at about 16% of the global marketshare.

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Re:Mercedes Readies First Tesla Rival in $12B Attack by dstaley on Tuesday September 04, 2018 @09:21PM (#17914378)

Although the iPhone is at only 16% market share based on units sold, they're at 51% based on revenue. Apple is selling fewer devices at a higher price point. I anticipate that, for the next few years at least, Tesla and other EV makers will see a similar situation. Other manufacturers may sell more units, but they will find it difficult to compete with Tesla at their price point.

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Re:Mercedes Readies First Tesla Rival in $12B Attack by nardi on Wednesday September 05, 2018 @02:03AM (#17915382)

And even more tellingly, 86% of the profit: https://appleinsider.com/articles/18/04/17/apple-grabs-86-of...

Who cares about market share?

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Re:Mercedes Readies First Tesla Rival in $12B Attack by _Tev on Friday September 07, 2018 @11:01AM (#17934760)

Regulators.

Apple's iPhone strategy allowed them several controversial moves, which might have caused massive fines if enacted with larger marketshare. E.g. restricting browser engines on iOS vs. simply bundling browser with Windows in 90's/early 00's (I don't remember / can't find now info / date of the ruling now).

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Re:Mercedes Readies First Tesla Rival in $12B Attack by bduerst on Wednesday September 05, 2018 @01:06PM (#17919898)

Right, I wasn't commenting about revenue or whether it was good/bad. Being the quality leader in a market means having high margins and low sales, but the comment above isn't 'counter-anecdotal' regarding marketshare, but more of the same.

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Re:Mercedes Readies First Tesla Rival in $12B Attack by PuffinBlue on Tuesday September 04, 2018 @03:49PM (#17912219)

I'd say it's perhaps more like the DSLR/Mirrorless war that's raging right now.

Sony (Tesla) snuck in and have cornered the market on mirrorless (particularly full frame) over the last 5 years and now the big incumbents are launching their responses (Canon tomorrow actually).

Sony are definitely here to stay, they have enough lead time and mind share to back up their techincal offerings, I'd imagine Tesla will be too, even as the big players join the market.

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Re:Mercedes Readies First Tesla Rival in $12B Attack by slobotron on Tuesday September 04, 2018 @11:34PM (#17914840)

Perhaps there is even an analogy with Sony delivering a lot of the sensors, and Tesla turning into a major battery supplier?

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