The release of Model 3 brings not only revenue but also risks

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"The next 12 months will be crucial for Tesla," said analyst Karl Brauer. Model 3 and a group of cheap electric cars may be pushing this product to the mainstream this time, which is absolutely significant for electric vehicles. Let's take a look at the related content with the car electronics editor.

The release of Model 3 brings not only revenue but also risks

The current electric car is welcoming the golden period of development, and its cost is rapidly declining. It is predicted that the cost of electric vehicles will be lower than that of traditional fuel vehicles by 2025. In the next two years, almost all car manufacturers will launch pure electric models.

In the second quarter of this year, Tesla suffered a shortage of battery packs and sales declined. Of course, the problem of loss is still with it, but the arrival of the electric age can provide them with some help. Analysts believe that the electric vehicle giant needs to achieve the goal of production and quality step by step in the future, and to maintain its leading position in the electric vehicle market.

Last year, Tesla CEO Elon Musk told investors that with more self-produced parts, Tesla's capacity will increase to 500,000 units by 2018.

“Model 3 is Tesla's first model for mass production, which is the fundamental difference between it and its predecessors,” Musk said.

If Tesla can successfully achieve its own mass production target, they will double the number of electric vehicles on the US road to 300,000 units by the end of next year.

Gil Tal believes that Tesla's high-end models have changed the market. “I think Model 3 has the same power, and its appeal may exceed all models on the market,” Tal said.

A number of studies have found that consumers now value more practical issues, such as the cost comparison between electric vehicles and traditional fuel vehicles.

The release of Model 3 brings not only revenue but also risks

For example, the pure electric Chevrolet Bolt is priced at $37,500, and even with a $7,500 federal grant and a California $2,500 grant, the car is still $5,000 more expensive than the petrol version. In addition, one thing to note is that GM will lose $9,000 for every Bolt sold.

San Francisco lawmaker Phil Ting suggested that the government provide more subsidies for electric vehicle users, at least to make electric vehicles "same" than traditional fuel vehicles. It is reported that California senators are considering this proposal.

“I don’t think the speed of electric vehicle penetration is fast enough,” emphasized Steve Chadima, vice chairman of AEE, Clean Energy Enterprise Association.

Analysts also warned that Model 3 must not repeat the mistakes of Tesla's early models, vehicle quality and software stability must pass, and some unexpected small problems must be eliminated. If Model 3 fails to meet the expectations of the broader consumer group, Tesla's plan for electric pickups, minivans and semi-trailers may be over.

Brauer believes that Tesla must prove that he can build a reliable car and have a comprehensive after-sales service network. After the Model 3 enters the market, Tesla's existing charging network may be in short supply.

In the past few years, Tesla's super charging stations have been expanding rapidly. In the future, they will add 100 service centers, 350 mobile service vehicles and 1,500 service personnel.

Brauer said that Tesla's electric vehicles have a five-year first-mover advantage due to their longer range. “In the past, Tesla was the market maker for the electric car market, but the wolves will come soon,” Brauer said.

Although the growth rate has decreased in the past two years, the electric vehicle market is still growing rapidly. The International Energy Agency estimates that it took only one year for the world's electric vehicle ownership to increase from 1 million units (2015) to 2 million units.

In addition, Tesla has a very huge advantage - the brand, they almost do not have to spend money to advertise, because Silicon Valley "Iron Man" Musk is a gold sign, and this gold signboard's ability to absorb gold in the Model 3 reservation Revealed. With no idea when it’s time to pick up the car and how the car will perform, 400,000 users have spent $1,000 to book Model 3.

Chadima said: "Tesla has this magic, it knows how to hit the user's soul."

Although the price is only 35,000 US dollars, the Model 3 can still be plugged into 5 adults, and its cruising range is 215 miles (about 346 kilometers). In addition, it is equipped with a large number of state-of-the-art technologies, and there is potential for automatic driving in the future.

It is understood that more than 90% of Model 3's 400,000 orders are new customers. Matthew Pirkowski, a 31-year-old consultant, has been paying attention to Tesla for many years, but he has not been able to make up his mind to replace his BMW with the $100,000 Model S. After the release of Model 3, he did not hesitate to place an order. "My BMW is good, but Tesla is what I really want."

Musk's promise: Some have achieved, and some have jumped.

As a busy man who took the time to open two flowers, Musk liked to set a radical deadline.

In May of last year, he said that Model 3 will enter mass production in July 2017, and on July 28, Tesla will officially deliver the first 30 new cars.

In March last year, Musk said that Tesla will double the number of super charging stations by the end of 2017. At that time, there were 3,600 super charging stations in Tesla, and now the number has been increased to 6,050. In addition, the number of super charging stations will reach 7,000 this year.

Also in May last year, Musk said that the Fremont plant could produce 100,000-200,000 Model 3 in the second half of 2017. However, from the current production capacity, the Model 3 that can drive down the production line this year is probably more than 100,000 units. After that, its monthly production capacity will increase to 20,000 units by the end of the year.

The above is about the release of -Model 3 in automotive electronics, bringing not only the benefits, but also the related introductions of risks. If you want to know more information, please pay more attention, electronic engineering will provide you with more complete and more Detailed and updated information.