4 ms·
You don't have much point either way. Of the top 10 ICE car makers, only VW is a serious EV player. And they are still loosing to Tesla and BYD and in China th
by kjksf 4y ago
You don't have much point either way.
Of the top 10 ICE car makers, only VW is a serious EV player. And they are still loosing to Tesla and BYD and in China they're loosing to china-only EV brands like NIO or XPeng or SAIC.
Other than that there is almost an inverse correlation with how big the ICE business is vs. how big the EV business is.
Toyota and Honda are doing the worst, with almost no EV sales.
Stellantis and GM are also doing extremely poorly.
Ford, with 50k / year, is also nothing to write home about.
Of legacy, it's the smaller players like Hyundai / Kia / Audi / Porsche / Renault / Jaguar that did move into EVs earlier than other ICE companies.
Judging by what they've done so far (as opposed to what their PR teams say about the future), the legacy auto has not yet figure out how to make and sell EVs at volume.
- mike_d 4y agoFord has more pre-orders for the F150 Lightning than Tesla shipped cars last year. Almost 80% of the reservations are from first time EV buyers, so people who theoretically could have bought a Tesla but didn't want one. In 5 years, I doubt Tesla will be in the top 10.