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It compares to the Model Y in size but to the Model X on price. This doesn’t seem like a winning combination. Edit: that’s a bit too glib. I’m sure it’ll do ju

It compares to the Model Y in size but to the Model X on price. This doesn’t seem like a winning combination. Edit: that’s a bit too glib. I’m sure it’ll do just fine as a niche product for a certain group of buyers, which is what Jaguar is all about. It’s just not really competing with Tesla, which is trying hard to go after the mass market.

greedo 7y ago
Based on sales, I still consider Tesla a niche. The Camry sells about 3x the Model 3. When you compare the M3/S to all of Nissan/Toyota/Honda/Kia/Hyundai/Mazda/Acura/Infinity/BMW/MB/VW-Audi sales in the US, it's a drop in the bucket. And that's just "imported" cars. Add US automakers and it drops even further. EDIT- Forgot about Honda and the Korean car makers too.
- mikeash 7y ago
  Sure, the difference is that Tesla is aggressively expanding (sales have been increasing around 100% per year for the past few years) while Jaguar has its niche and is happy to stay there. The I-PACE can sell significantly fewer units than the Model Y (and almost certainly will) while still being successful. And conversely, Tesla sales matching Jaguar’s in the long term would spell doom for Tesla.
- marvin 7y ago
  Model 3 was the 4th top selling car in the USA when measured by revenue, for 2018 as a whole, assuming this CleanTechnica article managed to estimate the average selling price to reasonable accuracy in January this year. https://cleantechnica.com/2019/01/28/tesla-model-3-1-best-selling-car-in-usa-in-terms-of-revenue-4th-quarter-2018/ https://cleantechnica.com/2019/01/28/tesla-model-3-1-best-se... That's certainly not a drop in the bucket, and I think it's a stretch to call it niche as well. Will be interesting to see how 2019 as a whole turns out; with this ASP, they would dominate by revenue if their delivery numbers were anywhere close to the competition.
- jaxn 7y ago
  Every disruptive product started out niche. Nokia used to sell way more phones than anyone else too.

greedo 7y ago

Based on sales, I still consider Tesla a niche. The Camry sells about 3x the Model 3. When you compare the M3/S to all of Nissan/Toyota/Honda/Kia/Hyundai/Mazda/Acura/Infinity/BMW/MB/VW-Audi sales in the US, it's a drop in the bucket. And that's just "imported" cars. Add US automakers and it drops even further. EDIT- Forgot about Honda and the Korean car makers too.

mikeash 7y ago
Sure, the difference is that Tesla is aggressively expanding (sales have been increasing around 100% per year for the past few years) while Jaguar has its niche and is happy to stay there. The I-PACE can sell significantly fewer units than the Model Y (and almost certainly will) while still being successful. And conversely, Tesla sales matching Jaguar’s in the long term would spell doom for Tesla.
marvin 7y ago
Model 3 was the 4th top selling car in the USA when measured by revenue, for 2018 as a whole, assuming this CleanTechnica article managed to estimate the average selling price to reasonable accuracy in January this year. https://cleantechnica.com/2019/01/28/tesla-model-3-1-best-selling-car-in-usa-in-terms-of-revenue-4th-quarter-2018/ https://cleantechnica.com/2019/01/28/tesla-model-3-1-best-se... That's certainly not a drop in the bucket, and I think it's a stretch to call it niche as well. Will be interesting to see how 2019 as a whole turns out; with this ASP, they would dominate by revenue if their delivery numbers were anywhere close to the competition.
jaxn 7y ago
Every disruptive product started out niche. Nokia used to sell way more phones than anyone else too.