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Ford is targeting production of 2m EVs by 2026 which Tesla will probably exceed in 2023. For the F-150 Lightning, they're aiming to build 150,000 per year, whi

by grecy 4y ago

Ford is targeting production of 2m EVs by 2026 which Tesla will probably exceed in 2023. For the F-150 Lightning, they're aiming to build 150,000 per year, which is virtually nothing. [1] GM is targeting 1m EVs by 2025 which Tesla did in 2021. Honda and Toyota are barely even trying. Kia is publicly targeting 500k cars by 2026 so they won't be competitive. Hyundai is targeting ~1.9M EVs by 2030 which is a number Tesla will eclipse next year. VW has stated they will overtake Tesla by 2025, but barring some magical construction capabilities that allow them to build factories in absolute lightning speed they also will not have the capacity to overtake Tesla. So at this point it doesn't really matter what any other manufacturer builds, they're simply not building enough of them. That is not evening mentioning Tesla's massive lead with thousands and thousands of charging points. Who is going to catch up to that? [1] https://www.autoevolution.com/news/ford-explains-how-it-will-reach-150000-f-150-lightning-per-year-178449.html https://www.autoevolution.com/news/ford-explains-how-it-will...

ohgodplsno 4y ago
So, what you're saying is that in a few years, Tesla will be, at best, only 30% of the EV market, as opposed to pretty much 100% these days ? And that they'll be fighting against actual constructors that know how to make cars without flimsy plastic panels that wiggle ? And that all these cars are of higher build quality and equal or better than a Model 3 that starts at $50k, while they'll all be cheaper ? And that all these companies have existing factories and repair shops all over the US, Europe and other countries, as opposed to Tesla who's spent their time propping up their stock price and not building anything ? Yeah, no. It's not looking good for Tesla.
- mwint 4y ago
  Man, if they had been building stuff instead of propping up their stock price they could have done crazy stuff. They could have built a factory in Texas bigger than the Pentagon by now. Oh well, too bad they’re not building stuff.
Avshalom 4y ago
I mean anyone can catch up. It's not like Tesla sells 1 million this year, and then 2M in 2023...256M in 2030. Volkswagen, the whole group, not just the specific marque, sells ~10million cars a year. Manufacturing isn't trivial or anything but there's a ceiling above which marketing/sales becomes the limiter.
clouddrover 4y ago
> That is not evening mentioning Tesla's massive lead with thousands and thousands of charging points. Who is going to catch up to that? Everyone. CCS cars can charge on all CCS chargers on all charging networks, including Tesla's charging network. That's the advantage of a common standard: https://electrek.co/2022/05/18/tesla-expands-supercharger-pilot-program-non-tesla-ev-owners-european-countries/ https://electrek.co/2022/05/18/tesla-expands-supercharger-pi... Shell is starting its roll-out of 360 kW chargers: https://insideevs.com/news/586164/abb-shell-nationwide-deployment-360kw-chargers-germany/ https://insideevs.com/news/586164/abb-shell-nationwide-deplo... https://www.electrive.com/2022/05/12/shell-to-install-100k-charge-points-in-the-uk-by-2030/ https://www.electrive.com/2022/05/12/shell-to-install-100k-c... Ionity's chargers are all 350 kW units: https://ionity.eu/en/weareonit https://ionity.eu/en/weareonit Circle K's charging stations are nice. They use Alpitronic's 300 kW chargers: https://www.youtube.com/watch?v=4TVohXHjLro https://www.youtube.com/watch?v=4TVohXHjLro The new HYC400 charger model from Alpitronic is 400 kW: https://www.linkedin.com/feed/update/urn:li:activity:6931968770349441025/ https://www.linkedin.com/feed/update/urn:li:activity:6931968... FastNed continues to grow its network: https://fastnedcharging.com/en/ https://fastnedcharging.com/en/ BP is installing chargers: https://www.youtube.com/watch?v=zaSRn6hYOwc https://www.youtube.com/watch?v=zaSRn6hYOwc So is Repsol: https://insideevs.com/news/375020/repsol-most-powerful-charging-station-europe/ https://insideevs.com/news/375020/repsol-most-powerful-charg... So is Total: https://www.electrive.com/2021/05/03/charge4europe-and-total-cooperate-for-ultra-rapid-charging/ https://www.electrive.com/2021/05/03/charge4europe-and-total... Wireless charging is coming: https://www.youtube.com/watch?v=aq7SP18sPKw https://www.youtube.com/watch?v=aq7SP18sPKw And so on.
- Dunedan 4y ago
  > Everyone. CCS cars can charge on all CCS chargers on all charging networks, including Tesla's charging network. That's the advantage of a common standard: I don't know about the situation in the US, but in Europe v2 and v3 superchargers support CCS as well, as do Model 3 and Model Y out of the factory. For the Model S and Model X there is an adapter available, allowing them to use CCS as well. https://www.tesla.com/en_GB/support/supercharger#ccs https://www.tesla.com/en_GB/support/supercharger#ccs contains some additional information regarding CCS support.

by grecy 4y ago

ohgodplsno 4y ago

So, what you're saying is that in a few years, Tesla will be, at best, only 30% of the EV market, as opposed to pretty much 100% these days ? And that they'll be fighting against actual constructors that know how to make cars without flimsy plastic panels that wiggle ? And that all these cars are of higher build quality and equal or better than a Model 3 that starts at $50k, while they'll all be cheaper ? And that all these companies have existing factories and repair shops all over the US, Europe and other countries, as opposed to Tesla who's spent their time propping up their stock price and not building anything ? Yeah, no. It's not looking good for Tesla.

mwint 4y ago
Man, if they had been building stuff instead of propping up their stock price they could have done crazy stuff. They could have built a factory in Texas bigger than the Pentagon by now. Oh well, too bad they’re not building stuff.

Avshalom 4y ago

I mean anyone can catch up. It's not like Tesla sells 1 million this year, and then 2M in 2023...256M in 2030. Volkswagen, the whole group, not just the specific marque, sells ~10million cars a year. Manufacturing isn't trivial or anything but there's a ceiling above which marketing/sales becomes the limiter.

clouddrover 4y ago

> That is not evening mentioning Tesla's massive lead with thousands and thousands of charging points. Who is going to catch up to that? Everyone. CCS cars can charge on all CCS chargers on all charging networks, including Tesla's charging network. That's the advantage of a common standard: https://electrek.co/2022/05/18/tesla-expands-supercharger-pilot-program-non-tesla-ev-owners-european-countries/ https://electrek.co/2022/05/18/tesla-expands-supercharger-pi... Shell is starting its roll-out of 360 kW chargers: https://insideevs.com/news/586164/abb-shell-nationwide-deployment-360kw-chargers-germany/ https://insideevs.com/news/586164/abb-shell-nationwide-deplo... https://www.electrive.com/2022/05/12/shell-to-install-100k-charge-points-in-the-uk-by-2030/ https://www.electrive.com/2022/05/12/shell-to-install-100k-c... Ionity's chargers are all 350 kW units: https://ionity.eu/en/weareonit https://ionity.eu/en/weareonit Circle K's charging stations are nice. They use Alpitronic's 300 kW chargers: https://www.youtube.com/watch?v=4TVohXHjLro https://www.youtube.com/watch?v=4TVohXHjLro The new HYC400 charger model from Alpitronic is 400 kW: https://www.linkedin.com/feed/update/urn:li:activity:6931968770349441025/ https://www.linkedin.com/feed/update/urn:li:activity:6931968... FastNed continues to grow its network: https://fastnedcharging.com/en/ https://fastnedcharging.com/en/ BP is installing chargers: https://www.youtube.com/watch?v=zaSRn6hYOwc https://www.youtube.com/watch?v=zaSRn6hYOwc So is Repsol: https://insideevs.com/news/375020/repsol-most-powerful-charging-station-europe/ https://insideevs.com/news/375020/repsol-most-powerful-charg... So is Total: https://www.electrive.com/2021/05/03/charge4europe-and-total-cooperate-for-ultra-rapid-charging/ https://www.electrive.com/2021/05/03/charge4europe-and-total... Wireless charging is coming: https://www.youtube.com/watch?v=aq7SP18sPKw https://www.youtube.com/watch?v=aq7SP18sPKw And so on.

Dunedan 4y ago
> Everyone. CCS cars can charge on all CCS chargers on all charging networks, including Tesla's charging network. That's the advantage of a common standard: I don't know about the situation in the US, but in Europe v2 and v3 superchargers support CCS as well, as do Model 3 and Model Y out of the factory. For the Model S and Model X there is an adapter available, allowing them to use CCS as well. https://www.tesla.com/en_GB/support/supercharger#ccs https://www.tesla.com/en_GB/support/supercharger#ccs contains some additional information regarding CCS support.