Posted on December 2, 2018 |
by Zahari Shahan
December 2, 2018 from Zahari Shahan
There is a lot of excitement in the world of electric vehicles these days. Tesla came and showed that it can produce an electric car with a large market ranked # 1 in its class (far) and even ranked in the top five of all car models. This created a thrill of new borders – electric crossovers, electric pick-up trucks, electric semi-trucks, etc.
There are several electric startups that we are cautiously getting excited about – or at least we are interested – and we are eager to hear more details about the electric models that some big carmakers have hinted or even showed and discovered names for.
But let's be honest: there is one car manufacturer that offers the most promises when it comes to electric magnets, electric crossovers and electric semi-trucks.
Yes, we will have models in every class of different automakers and industry needs variety. Yes, the different characteristics, prices and style are still important in all these classes. But Tesla Model 3 is a clear electric car champion, though tens of thousands of consumers find it more convenient to buy Nissan LEAF, Chevy Bolt, BMW i3, Fiat 500e, Toyota Prius Prime, Kia Soul EV, Hyundai Ioniq EV, Volkswagen e-Golf, etc. .
Yes, trucks are not cars, crosses are not cars, and semi trucks are not cars. That said, it's the basic battery management, the electrical drive management, the software management, the outstanding style and the overall reputation of the company that made the model 3 in the huge success story that has become. All these forces can be transferred to other classes. Unfortunately, what's important is that I do not see another company competing with Tesla any of these things, let alone all of them.
Batteries: Who can compete with Tesla + Panasonic on batteries? Seriously. I go around the world giving presentations about electric vehicles, interviewing experts who know a lot more than me for them, and moderate panel discussions with industry leaders, and I still do not want to find someone who even tries to persuade me that another company leads the batteries. LG Chem, CATL, Samsung SDI, SK innovations and others are advancing. They follow strong industrial trends in terms of costs, chemistry, performance and production capacity, but they are all slides below Tesla + Panasonic from what I can say.
Power: These are not just batteries. Tesla has innovations when it comes to engines, fuses, inverters and the like. Something often mentioned in passing but not given much thought or discussion is how relevant Tesla's narrow vertical integration is to its success. The company designs components of its electric beasts to fit together smoothly, elegantly and strongly. Where possible, Tesla buys inexpensive products outside the shelf, but where necessary, in order to meet specific product objectives in the still-emerging EV industry, Tesla enters the workplace and develops something better than what can be found on the market. The whole package is what matters, and it seems that Tesla connects him better than anyone else – with a lap or two. Of course, this seems to be an area where they want Volkswagen, Hyundai, Kia, Nissan and others to acquire the terrain, but I still do not see any evidence that someone is doing it better than Tesla.
We will see what Rivian, Lucid Motors, NIO and other journalists can do. They have excellent people in their executive teams, have many years of combined experience and seem to be making good progress. But getting the pitch is not an easy task – look for Elon – and the market is much more competitive than it was 10 years ago. Getting production to 100,000 vehicles annually will be a solid mark for any of them, which I think will make their goals safer in the discussion, but all of them are far from such a milestone.
(Page note: UBS cost analysis of Tesla Model 3 emerged as a result of the grand celebration, as analysts assumed market prices for rare or unique products that Tesla produced in the house. In other words, the design and production talent of Tesla, which led to the fact that the model 3 is such a competitive vehicle.)
Software: However, this is something I think is commonly mentioned briefly in the passing of Tesla, but deserves a heavy burden. Tesla has handy software expertise that can compete with almost all other leading software companies. The company is constantly working in a hyperlink mode to improve software, make it more efficient, make it more user friendly, persuade her to do more for clients and handle most of the work that a paid person normally needs to do . Tesla's software is not perfect! But it seems to come from a completely different galaxy than the software in other cars. I just can not imagine a single big maker to catch up in the next few years, and I think the startups are in greater disadvantage – they do not have that much money to put in the department in order to try to reach Tesla levels.
Being the only fully loaded car manufacturer based in Silicon Valley has to help. It may seem insubstantial in the era of aircraft and on the Internet, but the socio-corporate connections facing the site are still very relevant in various industries and, of course, the production of E.V.
Of course, the software developed in Tesla can be used from model 3, model Y, the upcoming pickup truck, Semi, Model S and Model X. The more Tesla vehicles bring them to a fleet, the more it accomplishes this, and the more it can to pump software development and refinement. The basic architecture for Tesla's software business is already strong. It is now a matter of allowing construction workers and operating managers to carry out their jobs.
Styling: It is easy to congratulate Elon Mash and Franz von Holzhausen on their constructive sense and the elegant, minimalistic, lasting beauty of Tesla vehicles. It's hard to hear someone say that Tesla is ugly, but if you do, it's hard to wonder if the person is a crazy, paid troll, or an employee of BMW / Volkswagen / GM / Ford.
What is perhaps more surprising, however, is how difficult it is for other auto companies to design equally attractive EV designs. Taurus gave Biton and Lucid Motors some props for beautiful, modern but not too fashionable designs from different cultures, but were not thrilled by the aesthetics of concept cars from other EP startups. When it comes to major car manufacturers, they sometimes make wild and fugue designs like iNext and Concept-i; and they sometimes appear interesting, attractive but still normal designs like Crozz, Buzz, ID, a new LEAF and EQC; but they seem to be short when it comes to Tesla's outwardly competitive meaning for timeless designs. (Or maybe I'm just biased.)
Whole Monty: Put them all together and have a powerful Tesla jacket on the four key components of any successful electric vehicle. Just as Tesla led in the electric car space and is now lightning ahead of other electric car models of other car manufacturers, we must assume that we will see the same kind of initial result in crossover (model Y), pickup truck, and semi-truck markets. Oh yes, and Tesla can throw some solar panels or tiles as well. Who will offer a full package so seamlessly and competitively in the next decade? I would like to believe that Tesla will have serious competition, but I would lied to myself (and you) if I came to the conclusion that every other carmaker poses a threat to Tesla's leadership.
The good news is simply that others are now trying to catch up.