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Competition is here! Ford's electric F150 is selling quite well, and most of the other major auto brands have electric options on the market too. I haven't seen

Competition is here! Ford's electric F150 is selling quite well, and most of the other major auto brands have electric options on the market too. I haven't seen the sales figures, Tesla is probably still leading the EV segment at the moment, but they need to do something to keep up. They haven't put anything that they've announced on the road since the model 3.

zdragnar 4y ago
Tesla is blowing everyone else out of the water in terms of sales- at least 4x the rest of the market combined. Ford was also losing money on every lightning sold- they've just bumped the base price up again. The competition is coming, but it won't put a hard crimp on Tesla until battery prices drop significantly and EVs stop being luxury goods.
- tzs 4y ago
  > Tesla is blowing everyone else out of the water in terms of sales- at least 4x the rest of the market combined. Nope [1]. [1] https://www.ev-volumes.com/ https://www.ev-volumes.com/
  - zdragnar 4y ago
    I see a whole bunch there related to % change, but it looks like the hard numbers are behind paywalls.
    - tzs 4y ago
      See the chart on the bottom of the page. The bars are 2022 sales (green for pure EVs, blue for plug-in hybrids), and the numbers to the left are the percent change from 2021.
giobox 4y ago
> Ford's electric F150 is selling quite well > I haven't seen the sales figures This is just a fantasy. While it reviews well, they are impossible to buy and Ford struggles to make any money from it. Ford sold just 13,000 of them last year. Maybe it might sell well in future, but to date its a rounding error on total F150 sales. I would recomend actually being familar with the rough sales volumes before passing opinion on them, personally. Tesla's lead is not some fanboy exaggeration. > They haven't put anything that they've announced on the road since the model 3. The Model Y, They shipped nearly 800k of them last year alone. The Tesla Semi is also shipping now.
- maxfurman 4y ago
  They are impossible to buy because Ford has been selling them faster than they can make them. Will it be the top selling EV of 2023? No. Will Ford keep making them? Absolutely.
  - giobox 4y ago
    They are impossible to buy because Ford loses money on each one. The recent massive price increase doesn't help sales, and is critical to actually stemming the losses in short term. Ford in bald financial terms simply can't sell the F150 Lightning at scale, yet, and timeline to profitable at scale production is not clear at all. Of the 13k that have been shipped, a very large percentage are registered in Michigan - Ford employees. The amount of F150 Lightnings that have made it through the retail channel to actual customers nationwide is still really low. 13k sales of any vehicle in a year is not fast by any definition appropriate for the US car industry, especially a truck! My point still stands - the F150 Lightning to date has not sold well, at all, loses a lot of money for Ford, and the 150,000 a year by Autumn 23 as Ford previously targeted seems a pipe dream.
gkfasdfasdf 4y ago
And how much is Ford loosing on each electric F150, and how much profit is Tesla making on each vehicle? Ford still has a long, long way to go.
- abledon 4y ago
  Market Reality is hitting and they are being forced to raise their lightning prices waaaay higher
- martin8412 4y ago
  You can't compare numbers when they're not produced using the same methodology.
abledon 4y ago
Only cause their price was artificially lowered on release , they recently were forced to bump their lightning model price up pretty I high https://www.caranddriver.com/news/a43473797/2023-ford-f-150-lightning-another-price-increase/ https://www.caranddriver.com/news/a43473797/2023-ford-f-150-...

zdragnar 4y ago

Tesla is blowing everyone else out of the water in terms of sales- at least 4x the rest of the market combined. Ford was also losing money on every lightning sold- they've just bumped the base price up again. The competition is coming, but it won't put a hard crimp on Tesla until battery prices drop significantly and EVs stop being luxury goods.

tzs 4y ago
> Tesla is blowing everyone else out of the water in terms of sales- at least 4x the rest of the market combined. Nope [1]. [1] https://www.ev-volumes.com/ https://www.ev-volumes.com/
- zdragnar 4y ago
  I see a whole bunch there related to % change, but it looks like the hard numbers are behind paywalls.
  - tzs 4y ago
    See the chart on the bottom of the page. The bars are 2022 sales (green for pure EVs, blue for plug-in hybrids), and the numbers to the left are the percent change from 2021.

giobox 4y ago

> Ford's electric F150 is selling quite well > I haven't seen the sales figures This is just a fantasy. While it reviews well, they are impossible to buy and Ford struggles to make any money from it. Ford sold just 13,000 of them last year. Maybe it might sell well in future, but to date its a rounding error on total F150 sales. I would recomend actually being familar with the rough sales volumes before passing opinion on them, personally. Tesla's lead is not some fanboy exaggeration. > They haven't put anything that they've announced on the road since the model 3. The Model Y, They shipped nearly 800k of them last year alone. The Tesla Semi is also shipping now.

maxfurman 4y ago
They are impossible to buy because Ford has been selling them faster than they can make them. Will it be the top selling EV of 2023? No. Will Ford keep making them? Absolutely.
- giobox 4y ago
  They are impossible to buy because Ford loses money on each one. The recent massive price increase doesn't help sales, and is critical to actually stemming the losses in short term. Ford in bald financial terms simply can't sell the F150 Lightning at scale, yet, and timeline to profitable at scale production is not clear at all. Of the 13k that have been shipped, a very large percentage are registered in Michigan - Ford employees. The amount of F150 Lightnings that have made it through the retail channel to actual customers nationwide is still really low. 13k sales of any vehicle in a year is not fast by any definition appropriate for the US car industry, especially a truck! My point still stands - the F150 Lightning to date has not sold well, at all, loses a lot of money for Ford, and the 150,000 a year by Autumn 23 as Ford previously targeted seems a pipe dream.

gkfasdfasdf 4y ago

And how much is Ford loosing on each electric F150, and how much profit is Tesla making on each vehicle? Ford still has a long, long way to go.

abledon 4y ago
Market Reality is hitting and they are being forced to raise their lightning prices waaaay higher
martin8412 4y ago
You can't compare numbers when they're not produced using the same methodology.

abledon 4y ago

Only cause their price was artificially lowered on release , they recently were forced to bump their lightning model price up pretty I high https://www.caranddriver.com/news/a43473797/2023-ford-f-150-lightning-another-price-increase/ https://www.caranddriver.com/news/a43473797/2023-ford-f-150-...