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Old 03-22-2019, 05:15 PM
 
Location: Fuquay Varina
6,452 posts, read 9,814,509 times
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Quote:
Originally Posted by easy62 View Post
It’s going to be based off the Chevy Bolt vehicle , it’s also creating 400 jobs. And these new vehicles will be priced for the average consumer not like Tesla high price.
They didnt sell the Bolt very well before.

One of the reasons Tesla sells so well is because it doesnt look as weird as most of the other EV out there.
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Old 03-22-2019, 05:17 PM
 
Location: Sylmar, a part of Los Angeles
8,342 posts, read 6,431,022 times
Reputation: 17463
Some people buy Teslas as a status symbol
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Old 03-22-2019, 05:22 PM
 
Location: Aurora Denveralis
8,712 posts, read 6,762,273 times
Reputation: 13503
Quote:
Originally Posted by SVTLightning View Post
One of the reasons Tesla sells so well is because it doesnt look as weird as most of the other EV out there.
One thing that is unquestionably to Tesla's credit is moving public perception out of the mindset that EVs had to be/were supposed to be weird little cars for weirdos and greenies. I'd bet it's what they are eventually remembered for.

Up until now, the big makers have timidly offered what skewed perception told them the public wanted: that non-ICE vehicles are of interest only to granola-crunching, Green Party, vegetarian individuals and families who really don't like cars much anyway. They're dinosaurs, they think a little slowly, but even GM and Ford and Toyota and Fiat/Chrysler and so forth have finally realized the public will buy real cars that happen to be electric.

Look for the first big wave to be xUV's, of course. And the first EV pickup to meet market expectations is going to need three shifts at four factories before the end of the first model year.

Tesla might survive in a carefully-chosen niche - absolutely no reason it shouldn't - but it will otherwise be thanked and excused by the market. Their offerings are too expensive and fall short in too many ways (interior, fit and finish, dash layout, service network) to compete once the real race starts. And they don't have the traction/capital/management to catch up to the big boys, not even given a decade's head start and another decade of not being crushed.
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Old 03-22-2019, 06:13 PM
 
Location: Metro Detroit Michigan
6,980 posts, read 5,421,309 times
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Quote:
Originally Posted by SVTLightning View Post
They didnt sell the Bolt very well before.

One of the reasons Tesla sells so well is because it doesnt look as weird as most of the other EV out there.
So the Bolt didn’t sell very sorry you’re wrong sold more than Tesla because unlike Tesla GM is a major automaker that can make vehicles way faster than Tesla.

U.S. and global demand for the Chevrolet Bolt EV has been very strong in 2018, with global sales estimated to be up more than 35 percent year over year in the second quarter and up more than 40 percent in the first half. In response, GM is increasing fourth quarter production by more than 20 percent compared to the average of the first three quarters.
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Old 03-22-2019, 06:22 PM
 
Location: Podunk, IA
6,143 posts, read 5,255,993 times
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The Bolt is actually reliable and works very well, but it's the wrong form factor.
It needs to be a CUV that's one size up from the Bolt.
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Old 03-22-2019, 06:48 PM
 
Location: Metro Detroit Michigan
6,980 posts, read 5,421,309 times
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Quote:
Originally Posted by eaton53 View Post
The Bolt is actually reliable and works very well, but it's the wrong form factor.
It needs to be a CUV that's one size up from the Bolt.
It could be just that we will have to wait to see what the new Chevrolet EV vehicle will be.
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Old 03-22-2019, 06:52 PM
 
Location: Brackenwood
9,981 posts, read 5,681,961 times
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Quote:
Originally Posted by turkeydance View Post
are there any tax "breaks" involved?
GM has sold enough EVs that the tax credit is starting to phase out. IIRC they will be gone by the end of June. Same with Tesla.
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Old 03-22-2019, 06:59 PM
 
Location: S-E Michigan
4,278 posts, read 5,937,011 times
Reputation: 10879
Quote:
Originally Posted by V8 Vega View Post
Some people buy Teslas as a status symbol

Replace "Some" with "Nearly everyone" and I agree. I feel that Tesla vehicles are purchased as an image enhancement. Certainly not purchased for their looks - the pouting lip on the Model 3, the gull wing doors on the Model X which preclude carrying bikes, Kayaks, or skis on the roof, etc.
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Old 03-22-2019, 08:07 PM
 
9,613 posts, read 6,948,338 times
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Quote:
Originally Posted by ZeApelido View Post
"Other than the EV-specific components (battery, motors, control system)"

LOL. So other than, you know the expensive important things in an EV.


So basically, the things Big Auto has mastered, Tesla will not be able to master.

But the things Tesla has mastered, Big Auto will easily be able to master? Right...


Well let's look into their progress on tackling those EV components. Hmm, GM outsourced to LG all that. Hey, has GM built a battery factory yet? No? Hmm....

Yeah, such a strong position to be in.

Let me explain this from a supply / demand issue (which is already going on for Audi e-tron), there are going to be a limited number of lithium ion batteries produced over the next 5, maybe 10 years, that will be less than the demand. Therefore the purchase prices for those batteries will go higher.

Except for Tesla, since they own the process.

Most likely outcome is GM will buy their batteries and EV drivetrain from Tesla (with a nice 30% surcharge on top).
Owning the process alone is meaningless. Tesla’s Chinese Model 3’s will have batteries made by a Chinese company because that’s the cost of doing business in China.

What large companies have is a large supplier network and millions of vehicles to leverage for favorable contracts for parts and materials. Tesla’s bottlenecks are frequently at its own battery plants. The Chinese apparently can just make whatever Tesla can.
It’s much easier to make everyone else bid against each other to provide you with cheaper parts than it is to actually own your own supplier. Your own supplier may not be the most efficient, but you’re stuck with them anyway. There’s a reason most companies shy away from vertical monopolies.
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Old 03-22-2019, 08:43 PM
 
1,740 posts, read 1,268,581 times
Reputation: 1316
Quote:
Originally Posted by Quietude View Post
And none of which Tesla came even close to inventing; none of which they have exclusive rights to, except in trivial corners; none of which can't be duplicated (if not already bought off the shelf) with at most modest effort by the big makers and their suppliers.

The degree to which you see the car world through a pinhole, with blinkers and rose-colored lenses, is truly one of the most entertaining things on C-D. Keep it up.

For example multiple teardowns have confirmed Model 3 as state of the art. Thermal regulation of battery pack, Halbach array like design of motor, Superbottle, and density of silicon are all ahead of competition.

No one argues that competitors can't catch up in some regards. They will be better than some, and worse in others.

But as the switch over to EVs happen, some if them won't make it. Too many dying assets in ICE and won't survive the ICE downturn that will happen before EVs can supply enough vehicles at reasonable prices.

There will be space for Tesla.
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