Quote from: heffeque on July 05, 2023, 12:05:32Quote from: Vincero on July 03, 2023, 23:28:18That may be so and I'm not knocking or commenting on their growth since the roadster back in to mid-late 2000s, but taking the UK market as the example here (as that is most applicable), Tesla's share (for all models of everything sold) is less than 4% - it was only just higher than Skoda which just offer rebadged VW's.
In the grand scheme of things that's not bad, especially considering the general supporting road infrastructure is still lacking, but Tesla is still not a big player. Bigger than 'niche' but a long way from being in the same sphere as the VW/Audi, Ford, Stellantis, Kia/Hyundai, etc., groups.
Just because you sell everything you build (badly in some cases) doesn't change the size of the operation compared to your competition - especially if you plan to take an approach which hands that competition an advantage.
That explanation has nothing to do with your comment "Tesla is already starting to loose out to much stronger competition".
Saying that Tesla in UK only has 4% is extremely short sighted, you have to look at two things: y2y groth patterns (their groth is not stagnating at all, and not showing signs of future stagnation), and percentage of fully electric vehicles Tesla is selling vs competitors, and... VW and other European brands are doing terrible. Basically Tesla (American) and MG (Chinese) are the ones pushing sales in Europe on the fully electric part.
As every financial product advertisement states, previous performance is no guarantee of future success.
Well, that growth can't continue indefinitely - at the end of the day there will be only so many people willing to buy a Tesla (and these PR things work both ways) - unfortunately it would take a lot of research to know at whose expense that growth is coming from - I doubt it's the bread and butter cars from Ford, Toyota, etc, and most likely is impacting the Mercedes and BMW like crowd. There's only so many of them.
Whilst they haven't officially taken half their model lineup away, effectively they have - even if they are not their largest seller, having seen the amount of Tesla's on the road, they still sell a decent amount of the model S.
Obviously they are expecting the 3/Y to be their main sales short term - maybe they are willing to loose S/X sales to others until a replacement is due...
Also, there is an issue with comparing sales of incumbent brands selling ICE vehicles alongside EVs - they have no impetus to improve their EV sales as long as the ICE vehicles are still selling at a profit.
Tesla has the biggest growth as an EV supplier, which has been hard earned, but it would be foolish to think it would continue unabated - at some point a couple of the big ICE manufacturers will become EV only and some of them will have a lot more R&D money and a better mastery of their supply-chain/logistics compared to Tesla to drive their sales and profits.
Also, Tesla are gonna need to sell more than just the 4 model variants they have - small hatchbacks dominate European roads still as that convenience of small engine and energy dense fuel is much more convenient and cheaper than an equivalent EV (right now) - once the tables turn Tesla are actually behind a few manufacturers in terms of having an offering or platform for such a vehicle.
I'm not knocking Tesla, just being a realist. Think of how many diverse models the others sell. Tesla can't fill those markets with just the 3/Y or S/X, not in EU anyway.