Re:Tesla Q1 2021 Results
by gigatexal on Tuesday April 27, 2021 @02:29AM
(#26952706)
That’s a bold statement. Here in Berlin I am seeing the model 3 a lot these days.
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https://www.autocar.co.uk/car-news/new-cars/renault-zoe-ecli...
Less Tesla's are getting sold while other car makers have massive growth in their sales.
Zoe is smaller and cheaper than Model 3. In the market of upper middle class and upper class vehicles (like BMW 3, 5 7 series, Mercedes C, E class, Audi A4 and above), Tesla was outselling the others combined for a year in a row.
The real question is if Tesla has real plans to grow down into the Zoe category. the mass production of Renault-Nissan-Mitsubishi, or Volkswagen group or Toyota is another ball park from what Tesla does today. Each of them produces about 10 Mio vehicles y/y, and the margins really are in the high volume there.
My personal bet is Tesla stays in the upper middle class and upper class vehicles, and is not the new VW/RNM/FCA/Toyota/FMC, but the new BMW, Mercedes, Audi. And Porsche.