Bobby goes for a drive in perhaps the most complete and advanced Chinese EV to arrive on European shores thus far: the BYD Seal. With next-generation battery...
Quite possibly, but if the total passenger-vehicle market were to remain at 2022’s 57.5 million, Tesla would need 11.5M unit sales to be 20% of that, while their aspirational goal remains at 20M by 2030.
Given how much the legacy automakers are scaling back their EV plans recently, while Tesla simply predicts somewhat lower than 50% growth for now, the needle is pointing more in the direction of my prediction than it was even 6 months ago.
Several years ago I made the following prediction for the auto market post-2030:
40% Chinese automakers
20% Tesla
40% Everyone else
We seem to be on track. Maybe a little overly generous on the third point.
A little over generous on the Tesla market.
Quite possibly, but if the total passenger-vehicle market were to remain at 2022’s 57.5 million, Tesla would need 11.5M unit sales to be 20% of that, while their aspirational goal remains at 20M by 2030.
Given how much the legacy automakers are scaling back their EV plans recently, while Tesla simply predicts somewhat lower than 50% growth for now, the needle is pointing more in the direction of my prediction than it was even 6 months ago.
Especially if Elon continues his current tweeting (X-ing?) behaviour.