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Figures that I have for Q1 2023 for BMW Group (which includes Mini) are: 588,138 total, including 64,647 BEV. So that's 11% BEV. IN Q1 2022, figures were: 596,9
by Xixi 3y ago
Figures that I have for Q1 2023 for BMW Group (which includes Mini) are: 588,138 total, including 64,647 BEV. So that's 11% BEV. IN Q1 2022, figures were: 596,907 total, including about 25,940 BEV. So it was 4.3% BEV.
Going from 4.3% BEV to 11% BEV may not sound so impressive, but little by little non Tesla BEVs are adding up, and I think many car makers are investing very seriously into it.
Historically the car market has not been one of monopoly, I don't think it's going to change with Tesla. Market shares will change, some car makers will fail to adapt, but I don't think German carmakers are the ones that will suffer the most. Japanese carmakers I have more doubt: they are moving very slowly, but on the other hand Japan knows how to manufacture batteries at scale (Panasonic), so once Toyota decides to move seriously into BEV, they might be able to move very fast.
I'm a lot more worried about my own country carmakers (Renault and Peugeot). Not only they move slowly and erratically, they are going to compete head on, on price, with Chinese carmakers...