5 ms·

With current pace, and considering two major plants opening( Texas,Berlin), and one new line(Shanghai) , tesla will be at 800k cars this year, 1.1-1.5m next yea

by maxdo 5y ago

With current pace, and considering two major plants opening( Texas,Berlin), and one new line(Shanghai) , tesla will be at 800k cars this year, 1.1-1.5m next year. So by 2023 tesla could approach GM size of 2019. Considering this two companies compete on the same market, and tesla plans to enter affordable segment in 2023 with model 2... it's a big question where GM will be in 2023-2024

wil421 5y ago
If I look at GMs global sales for 2019 it would be 7.72 million which is almost 800k. It will be interesting to see if the big global car companies will be able to beat Tesla on things like quality manufacturing, serviceability, and cost. Tesla is not appealing to me due to the premium cost combined with a cheap interior, non-serviceability ($1600 for eeprom from excessive logging!) and over reliance on software. Not to mention the $10k self driving vapor ware Elon pushes. Excited to see what GM, Ford, MB and BMW will offer in the coming years.
- jsight 5y ago
  I think the non-servicability aspect is made out to be more critical than it is for MOST purposes. There were third party fixes for the storage issue, for example. And in general Tesla has one of the better online parts catalogs, and you can order replacement parts directly. The issue is more to do with a lack of service facilities that are ready and willing to deal with these new cars. Volume will change that more than any particular policy change. EDIT: To be clear, I'm not saying there are zero issues. Tesla will not sell high voltage components. There are situations where this can be problematic.
  - wil421 5y ago
    Ouch! I was going to do some comparisons with Telsa's online catalog vs other's I have used (Mopar for Jeeps) but I have to create a login. Mopar is definitely one of the better ones I have used. At least they are not like BMW who lack anything. realoem.com has always helped me out.
- maxdo 5y ago
  Service is a very subjective topic :) I'm a model Y owner. I broke the charging port sensor with high-pressure washing. I opened an App, click service, the error was in the App already; I pressed on that error, App created a request. Service came at my home and fixed it. I paid 0 dollars for it. I spent 2 mites creating request and 5 minutes to open and close the gate to service person. Will Ford come to my home? Good luck spending hours on the phone with a dealer that has no clue about electric cars at all. People pay the same price for Mach-E as I paid for my model Y except temporary federal credits. Cheap interior? I have the best infotainment system compares to any other brand, even if that car cost $100k+. I've got games, best-in class audio, video streaming and I'm using it a lot. I have not fragmented glass roof; every person sitting in my car is amazed by it. Even owners of far more expensive Mercedes etc.. The seat is one of the best I ever seat it; they don't outsource it as other brands and tesla invest a lot of time in ergonomics. The rest is just taste. I like minimalism. And it matches my preferences. And yeah, I call vapor ware when Nissan bundles satellite radio and tons of nonsense to have access to the app. Or navigation system in the past for few thousands dollars from any brand. Or when dealers charging several hundred dollars premium for the lost keys when I use my phone in tesla. Seriously you compare the ugly dealership experience of traditional brands to an optional offer of autopilot that will be soon available as a subscription? Or electic car that don't invest in charging network, unlike tesla, that has charging points in every stupid tourist destination I can imagine? I had false feedback from many people about car price also. If you look at the prices and compare head to head... Ford... compare cybertuck and F-150, like range, battery, motors, etc... especially premium $90k Ford with $75k CT, and you'll not be so confident. Or compare $32k Nissan leaf with overheating batteries compares to $37k-$39k Model 3... they not even in the same league. Nissan leaf was on the market for 10 years, but Tesla sold more model 3 as total Nissan leaf sales combined. And there is a reason for that, it's not only branding. You got service, electric charging network etc... Ford Mach-E is dollar to dollar matches Model Y. Current BMW offering among electric car is not even worth discussion. It's just junk. They announces something next year though. Don't get me wrong, they will sell a lot of cars, as entire industry will turn in electric as fast as they can produce cheap batteries. I hear a lot tesla is expensive, but there is nothing with comparable range and features on a market that is substantially cheaper. A year ago the statement was there is almost nothing on the market at all. Luckily now it's changing. Nobody offers you to buy $10k Autopilot, you can subscribe soon to it, for a fraction of that price if you WANT.

by maxdo 5y ago

wil421 5y ago

If I look at GMs global sales for 2019 it would be 7.72 million which is almost 800k. It will be interesting to see if the big global car companies will be able to beat Tesla on things like quality manufacturing, serviceability, and cost. Tesla is not appealing to me due to the premium cost combined with a cheap interior, non-serviceability ($1600 for eeprom from excessive logging!) and over reliance on software. Not to mention the $10k self driving vapor ware Elon pushes. Excited to see what GM, Ford, MB and BMW will offer in the coming years.

jsight 5y ago
I think the non-servicability aspect is made out to be more critical than it is for MOST purposes. There were third party fixes for the storage issue, for example. And in general Tesla has one of the better online parts catalogs, and you can order replacement parts directly. The issue is more to do with a lack of service facilities that are ready and willing to deal with these new cars. Volume will change that more than any particular policy change. EDIT: To be clear, I'm not saying there are zero issues. Tesla will not sell high voltage components. There are situations where this can be problematic.
- wil421 5y ago
  Ouch! I was going to do some comparisons with Telsa's online catalog vs other's I have used (Mopar for Jeeps) but I have to create a login. Mopar is definitely one of the better ones I have used. At least they are not like BMW who lack anything. realoem.com has always helped me out.
maxdo 5y ago
Service is a very subjective topic :) I'm a model Y owner. I broke the charging port sensor with high-pressure washing. I opened an App, click service, the error was in the App already; I pressed on that error, App created a request. Service came at my home and fixed it. I paid 0 dollars for it. I spent 2 mites creating request and 5 minutes to open and close the gate to service person. Will Ford come to my home? Good luck spending hours on the phone with a dealer that has no clue about electric cars at all. People pay the same price for Mach-E as I paid for my model Y except temporary federal credits. Cheap interior? I have the best infotainment system compares to any other brand, even if that car cost $100k+. I've got games, best-in class audio, video streaming and I'm using it a lot. I have not fragmented glass roof; every person sitting in my car is amazed by it. Even owners of far more expensive Mercedes etc.. The seat is one of the best I ever seat it; they don't outsource it as other brands and tesla invest a lot of time in ergonomics. The rest is just taste. I like minimalism. And it matches my preferences. And yeah, I call vapor ware when Nissan bundles satellite radio and tons of nonsense to have access to the app. Or navigation system in the past for few thousands dollars from any brand. Or when dealers charging several hundred dollars premium for the lost keys when I use my phone in tesla. Seriously you compare the ugly dealership experience of traditional brands to an optional offer of autopilot that will be soon available as a subscription? Or electic car that don't invest in charging network, unlike tesla, that has charging points in every stupid tourist destination I can imagine? I had false feedback from many people about car price also. If you look at the prices and compare head to head... Ford... compare cybertuck and F-150, like range, battery, motors, etc... especially premium $90k Ford with $75k CT, and you'll not be so confident. Or compare $32k Nissan leaf with overheating batteries compares to $37k-$39k Model 3... they not even in the same league. Nissan leaf was on the market for 10 years, but Tesla sold more model 3 as total Nissan leaf sales combined. And there is a reason for that, it's not only branding. You got service, electric charging network etc... Ford Mach-E is dollar to dollar matches Model Y. Current BMW offering among electric car is not even worth discussion. It's just junk. They announces something next year though. Don't get me wrong, they will sell a lot of cars, as entire industry will turn in electric as fast as they can produce cheap batteries. I hear a lot tesla is expensive, but there is nothing with comparable range and features on a market that is substantially cheaper. A year ago the statement was there is almost nothing on the market at all. Luckily now it's changing. Nobody offers you to buy $10k Autopilot, you can subscribe soon to it, for a fraction of that price if you WANT.