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I believe the CCS connector rule will eventually be changed. The momentum Tesla has with their own connector is simply too great. Keep in mind for European pos

I believe the CCS connector rule will eventually be changed. The momentum Tesla has with their own connector is simply too great. Keep in mind for European posters: this is not the European CCS. It's CCS type 1, which is quite a lot worse than CCS type 2 in Europe.

hedora 4y ago
Tesla’s market share is plummeting. They were at > 75% a year or so ago. Market consensus has them at 11% by end of 2024. Also, dongles to plug Teslas into CCS exist, and come with new Teslas, so there is no reason to build any more Tesla-only charging station wires.
- mlindner 4y ago
  Tesla vehicle production continues to grow at a very high rate however. Being over 75% of a market is ridiculous. That's kind of expected. Tesla has said many times they're not competing with EV companies, they're competing with all vehicle production. Also are you measuring vehicle sales or vehicle ownership? Anything over 50% production and Tesla vehicle ownership percentage continues to grow versus any other vehicle, EV or otherwise. > Market consensus has them at 11% by end of 2024. I laughed when I saw that number. Who is claiming that? Because that's certainly not consensus. I can only find things from mid-2022 and that predates Tesla's price drop.
  - hedora 4y ago
    By sales. Merrill Lynch published the report I am thinking of. They dropped from > 70 to 63 last year, and missed sales estimates for Q4. https://finance.yahoo.com/news/tesla-share-ev-market-dropping-211500950.html https://finance.yahoo.com/news/tesla-share-ev-market-droppin... Also, their competition is ridiculously strong. Want a luxury EV with a nice interior? There are many options, and most have physical controls and a touch screen. Want a truck? Cybertruck will likely be fifth to market. Van or off road vehicle? You aren’t getting a tesla. Want hands free self driving on the freeway? Wait 18 months for a GMC. (Cruise is getting 10,000x more miles per disengagement than Tesla). Inexpensive long range vehicle? Chevy Bolt. Ecobox? Leaf, used volt, or similar. It doesn’t really matter if they are targeting the whole market if they can’t hold a big percentage of their niche. It is unclear if they can even dominate midrange or luxury sedans at this point.
    - vel0city 4y ago
      You don't even need to wait for the GMC, some trims of the Bolt have the same SuperCruise system.
    - mlindner 4y ago
      > They dropped from > 70 to 63 last year, and missed sales estimates for Q4. Yes they missed sales estimates, but it was still a substantial growth in sales Year over Year and Quarter over Quarter. > Also, their competition is ridiculously strong. Want a luxury EV with a nice interior? There are many options, and most have physical controls and a touch screen. Want a truck? Cybertruck will likely be fifth to market. Van or off road vehicle? You aren’t getting a tesla. That's your opinion and any vehicle with near insignificant sales can basically be ignored. There's very few other than Tesla. > Want hands free self driving on the freeway? Wait 18 months for a GMC. (Cruise is getting 10,000x more miles per disengagement than Tesla). Note: Not actually hands free given the extreme limitation in areas where it's allowed and it's disengagement without warning. > Inexpensive long range vehicle? Chevy Bolt. Chevy Bolt owners on EV subreddits constantly complain about slow charging speeds and it's incompatibility with real fast charging. This makes it not a long range vehicle. > Ecobox? Leaf, used volt, or similar. Leaf isn't an "ecobox". Volt isn't an EV unless you get the comparatively popular EV version. Not to mention the low production numbers of Volt.
- jp191919 4y ago
  >Also, dongles to plug Teslas into CCS exist, and come with new Teslas These adapters do not come with new Teslas.
  - brianwawok 4y ago
    My tesla built in 2020 has "CCS" support chip. So yes, I need a physical plug thing - but my car has the internals to support it. This is not true for all Teslas, but it generally true for new ones.
    - vel0city 4y ago
      Kind of. New Teslas still need to buy a ~$200~ $250 physical CCS to Tesla adapter. They have the circuitry to work with CCS stalls, but don't have the right pinout. https://shop.tesla.com/product/ccs-combo-1-adapter https://shop.tesla.com/product/ccs-combo-1-adapter
      - brianwawok 4y ago
        That’s exactly what I said. No kind-of. Read before you reply.
vel0city 4y ago
This will only change if Tesla changes their licensing on the connector.
- screamingninja 4y ago
  https://www.tesla.com/blog/opening-north-american-charging-standard https://www.tesla.com/blog/opening-north-american-charging-s... > In pursuit of our mission to accelerate the world’s transition to sustainable energy, today we are opening our EV connector design to the world.

hedora 4y ago

Tesla’s market share is plummeting. They were at > 75% a year or so ago. Market consensus has them at 11% by end of 2024. Also, dongles to plug Teslas into CCS exist, and come with new Teslas, so there is no reason to build any more Tesla-only charging station wires.

mlindner 4y ago
Tesla vehicle production continues to grow at a very high rate however. Being over 75% of a market is ridiculous. That's kind of expected. Tesla has said many times they're not competing with EV companies, they're competing with all vehicle production. Also are you measuring vehicle sales or vehicle ownership? Anything over 50% production and Tesla vehicle ownership percentage continues to grow versus any other vehicle, EV or otherwise. > Market consensus has them at 11% by end of 2024. I laughed when I saw that number. Who is claiming that? Because that's certainly not consensus. I can only find things from mid-2022 and that predates Tesla's price drop.
- hedora 4y ago
  By sales. Merrill Lynch published the report I am thinking of. They dropped from > 70 to 63 last year, and missed sales estimates for Q4. https://finance.yahoo.com/news/tesla-share-ev-market-dropping-211500950.html https://finance.yahoo.com/news/tesla-share-ev-market-droppin... Also, their competition is ridiculously strong. Want a luxury EV with a nice interior? There are many options, and most have physical controls and a touch screen. Want a truck? Cybertruck will likely be fifth to market. Van or off road vehicle? You aren’t getting a tesla. Want hands free self driving on the freeway? Wait 18 months for a GMC. (Cruise is getting 10,000x more miles per disengagement than Tesla). Inexpensive long range vehicle? Chevy Bolt. Ecobox? Leaf, used volt, or similar. It doesn’t really matter if they are targeting the whole market if they can’t hold a big percentage of their niche. It is unclear if they can even dominate midrange or luxury sedans at this point.
  - vel0city 4y ago
    You don't even need to wait for the GMC, some trims of the Bolt have the same SuperCruise system.
  - mlindner 4y ago
    > They dropped from > 70 to 63 last year, and missed sales estimates for Q4. Yes they missed sales estimates, but it was still a substantial growth in sales Year over Year and Quarter over Quarter. > Also, their competition is ridiculously strong. Want a luxury EV with a nice interior? There are many options, and most have physical controls and a touch screen. Want a truck? Cybertruck will likely be fifth to market. Van or off road vehicle? You aren’t getting a tesla. That's your opinion and any vehicle with near insignificant sales can basically be ignored. There's very few other than Tesla. > Want hands free self driving on the freeway? Wait 18 months for a GMC. (Cruise is getting 10,000x more miles per disengagement than Tesla). Note: Not actually hands free given the extreme limitation in areas where it's allowed and it's disengagement without warning. > Inexpensive long range vehicle? Chevy Bolt. Chevy Bolt owners on EV subreddits constantly complain about slow charging speeds and it's incompatibility with real fast charging. This makes it not a long range vehicle. > Ecobox? Leaf, used volt, or similar. Leaf isn't an "ecobox". Volt isn't an EV unless you get the comparatively popular EV version. Not to mention the low production numbers of Volt.
jp191919 4y ago
>Also, dongles to plug Teslas into CCS exist, and come with new Teslas These adapters do not come with new Teslas.
- brianwawok 4y ago
  My tesla built in 2020 has "CCS" support chip. So yes, I need a physical plug thing - but my car has the internals to support it. This is not true for all Teslas, but it generally true for new ones.
  - vel0city 4y ago
    Kind of. New Teslas still need to buy a ~$200~ $250 physical CCS to Tesla adapter. They have the circuitry to work with CCS stalls, but don't have the right pinout. https://shop.tesla.com/product/ccs-combo-1-adapter https://shop.tesla.com/product/ccs-combo-1-adapter
    - brianwawok 4y ago
      That’s exactly what I said. No kind-of. Read before you reply.

vel0city 4y ago

This will only change if Tesla changes their licensing on the connector.

screamingninja 4y ago
https://www.tesla.com/blog/opening-north-american-charging-standard https://www.tesla.com/blog/opening-north-american-charging-s... > In pursuit of our mission to accelerate the world’s transition to sustainable energy, today we are opening our EV connector design to the world.