Re:Tesla Posts Big Quarterly Loss as Its Electric-Car Sales Lag
by arcturus17 on Friday April 26, 2019 @06:15AM
(#19756037)
> The Chevy Bolt and to a lesser extent the Model 3 have already hit the "Corolla/Civic/Sonata/et al" sedan sweet spot for new sales
GM sold 18,000 Bolts in 2018 [1]. Over the same period, Toyota sold 280,000 Corolla Sedans [2].
[1] https://www.theverge.com/2019/1/3/18166619/gm-ev-tax-credit-...
[2] http://carsalesbase.com/us-car-sales-data/toyota/toyota-coro...
Re:Tesla Posts Big Quarterly Loss as Its Electric-Car Sales Lag
by WorldMaker on Friday April 26, 2019 @02:32PM
(#19760527)
The implication in the further context from what you quoted was sweet spot for price for new sales (not actual numbers of sales).
The Chevy Bolt and to a lesser extent the Model 3 have already hit the "Corolla/Civic/Sonata/et al" sedan sweet spot for new sales. The mean in new car sales has always been around and just above $30k. Certainly the mean in total car sales is closer to $20k, but that hugely because of the secondary market and fast depreciation (used car sales). It's still too early to tell what sort of impact models like the Bolt and Model 3 may have on used sales (and obviously production numbers are still a factor, especially with Tesla's production and delivery woes).
Chinese manufacturers have been exploring the "bottom" of the EV market much more effectively than the US and EU markets simply because they don't need the carrot of luxury to attract early adopters in quite the same way. If Chinese EV companies are to be believed, hitting below that magic USD$20k mean is possible with new car sales alone due to EV supply chain efficiencies that ICE supply chains can't match.
> self driving makes this a nirvana
I feel self-driving is a red herring/impossible goal like the 60s AI boom all over again, and we're all going to look back on this in a decade or so and wonder what everyone was thinking.
Also, ride sharing isn't likely the answer in current America. It's enough of a culture shift to get gas-lovers/petrolheads to enjoy/love/trust EVs. It's even more of an ask to remove ownership from the question and to force them to only ever rent a car. We might not have time to take only one hurdle at a time, but we may have to.