Fossilbilstillverkare som inte satsar helhjärtat på elbilar
måste sälja sina elbilar 10-25% dyrare, vilket inte blir konkurrens kraftigt.
https://www.google.com/amp/s/insideevs. ... tesla/amp/As Loup Ventures sees it, Tesla’s demand is outpacing that of the auto industry as a whole, and it’s going to get harder and harder for the legacy automakers to catch up. In a recent article, the venture capital firm tells us, “Tesla is winning because they have a product that is measurably better than both gas and electric competitors.”
As Loup puts it, the fossil brands are “producing EVs at subscale, which creates a dilemma: If traditional auto releases a car with features and range at parity and sells the car at cost, it will be priced 10-25% higher than a comparable Tesla. This will soften demand and lead to further market share loss. If traditional auto subsidizes vehicle cost to gain market share, they will lose money with limited margin cushion. The more they sell, the more money they lose.”
Loup Ventures expects Tesla’s sales growth to outshine other automakers by 15-25%. “As the company scales to meet demand, Tesla’s price performance gap versus other car makers will widen,” says Loup.
How does this topsy-turvy tale conclude? “Taking it to the logical end,” write Loup Ventures’ analysts, “we believe car companies that have been around for 50-plus years will eventually (10 years from now) be forced to restructure or go out of business.”
