"Ba zai zama da sauƙi Tesla ya ci gaba da wannan gudun ba saboda sauran masana'antar suna ci gaba sosai," kalmomin Oliver Zipse, Shugaba na BMW ne ya furta a taron fasaha na DLD All Stars.
Wannan shine yadda Zipse yayi magana akan jagorancin kasuwanci na Tesla a cikin 'yan shekarun nan. Ko da a cikin 2020, lokacin da cutar ta shafi masana'antar mota sosai, tallace-tallacen Tesla ya karu da kashi 36% (!) idan aka kwatanta da 2019, ya kai kusan rabin motocin da aka sayar.
Koyaya, shi ma a cikin 2020 ne muka ga mafi girman adadin sabbin motocin lantarki da aka ƙaddamar a ƙwaƙwalwar ajiya kuma 2021 yayi alƙawarin zama mafi ƙarfi.
Ana barazana ga jagorancin kasuwanci na Tesla?
A cewar Oliver Zipse, da alama haka. biliyoyin Yuro da aka saka hannun jarin motsi na lantarki a cikin 'yan shekarun nan ta duk masana'antun sun fara ba da 'ya'ya tare da ƙaddamar da sabbin sabbin abubuwa masu saurin gaske.
Biyan kuɗi zuwa wasiƙarmu
A BMW, alal misali, samfurin lantarki 100% na alamar zai yi girma sosai. Mun riga mun san iX3, amma daga baya a wannan shekara, iX da sabon i4 zasu zo. Hakanan iX1 (dangane da X1) yana kan hanya, kuma za mu sami nau'ikan lantarki 100% na Series 7 da Series 5.
Kuma kamar BMW, muna ganin haɓakar ƙima daga kowane masana'anta. Koyaya, babban matsayi na Tesla a cikin sigogin siyar da motocin lantarki na iya samun nasara, ba BMW ba, amma ta mafi girma (ta girma) Volkswagen. Ƙaddamar da ID.3 kuma, fiye da duka, ID mai ban sha'awa.4 - wanda za a sayar da shi a cikin kasuwanni da yawa a duniya - yana da damar sanya alamar Jamus ta farko a cikin 'yan shekaru.
Burin Tesla, duk da haka, yana da girma. Alamar Arewacin Amurka tana tsammanin haɓaka 50% a cikin 2021, wato, tana tsammanin isar da kwatankwacin raka'a 750,000. Ko yayi nasara ko a'a zai dogara ne akan farkon kammala Gigafactory a Berlin - inda zai samar da Model Y don kasuwar Turai.
Ko da kuwa ko yana ci gaba da kasancewa na farko, gaskiyar ita ce, shirye-shiryen ci gaban Tesla - Elon Musk ya ce alamar za ta ci gaba da bunkasa 50% na shekara-shekara na shekaru masu zuwa - zai iya shafar " ambaliyar ruwa" na sababbin. motocin lantarki da za su zo, wanda zai ba mabukaci na ƙarshe ƙarin zaɓuɓɓuka don zaɓar daga.
Source: Bloomberg.