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Tesla cars are not interesting for many customers in EU (except maybe nordic countries), they will go with VW/Audi/BMW or other brands. You can't easily extrapo

Tesla cars are not interesting for many customers in EU (except maybe nordic countries), they will go with VW/Audi/BMW or other brands. You can't easily extrapolate the growth from US to EU or other parts of world.

gigatexal 5y ago
That’s a bold statement. Here in Berlin I am seeing the model 3 a lot these days.
- La1n 5y ago
  https://www.autocar.co.uk/car-news/new-cars/renault-zoe-eclipses-tesla-model-3-europes-best-selling-ev 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.
  - gigatexal 5y ago
    My comment cited anecdotal evidence so defer to your link with facts. The Porsche Tychan is a really compelling threat to the Model S, too.
  - froh 5y ago
    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.
ryzvonusef 5y ago
Let's see what happens after the Berlin factory opens up; this will reduce both delivery time and costs (tax/tariff etc), and make it cheaper and easier to ge the Tesla. Also, the car built in Berlin would be better suited to European moods, regarding quality etc...
- bildung 5y ago
  > Let's see what happens after the Berlin factory opens up Which most probably won't happen in 2021. Meanwhile, Tesla already dropped to third place in total EVs sold in Germany (a bigger EV market than the US), and place 4 and 5 have nearly the same numbers. I wouldn't be surprised if Tesla drops out of the top 5 in 2021. > this will reduce both delivery time and costs (tax/tariff etc), There are no tariffs between US and EU for car sales, and tax (vat) will be the same as before.
oblio 5y ago
Teslas are too expensive. The average selling price for a car in the EU is lower than in the US (for developed countries) and much lower than in the US (for the developing countries).

gigatexal 5y ago

That’s a bold statement. Here in Berlin I am seeing the model 3 a lot these days.

La1n 5y ago
https://www.autocar.co.uk/car-news/new-cars/renault-zoe-eclipses-tesla-model-3-europes-best-selling-ev 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.
- gigatexal 5y ago
  My comment cited anecdotal evidence so defer to your link with facts. The Porsche Tychan is a really compelling threat to the Model S, too.
- froh 5y ago
  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.

ryzvonusef 5y ago

Let's see what happens after the Berlin factory opens up; this will reduce both delivery time and costs (tax/tariff etc), and make it cheaper and easier to ge the Tesla. Also, the car built in Berlin would be better suited to European moods, regarding quality etc...

bildung 5y ago
> Let's see what happens after the Berlin factory opens up Which most probably won't happen in 2021. Meanwhile, Tesla already dropped to third place in total EVs sold in Germany (a bigger EV market than the US), and place 4 and 5 have nearly the same numbers. I wouldn't be surprised if Tesla drops out of the top 5 in 2021. > this will reduce both delivery time and costs (tax/tariff etc), There are no tariffs between US and EU for car sales, and tax (vat) will be the same as before.

oblio 5y ago

Teslas are too expensive. The average selling price for a car in the EU is lower than in the US (for developed countries) and much lower than in the US (for the developing countries).