tag:blogger.com,1999:blog-1399793419425111085.post3388586386208774844..comments2024-03-24T15:03:03.162+00:00Comments on EV Sales: Europe April 2021José Ponteshttp://www.blogger.com/profile/13927229481945352747noreply@blogger.comBlogger33125tag:blogger.com,1999:blog-1399793419425111085.post-91558835519234786302021-06-17T05:14:16.681+00:002021-06-17T05:14:16.681+00:00As expected -- they are, after all, the most serio...As expected -- they are, after all, the most serious on EVs amongst legacy makers.<br /><br />The question is whether this is going to last, between Tesla introducing more mainstream models on one hand, and a slew of increasingly promising Chinese makers beginning international expansion on the other...antriknoreply@blogger.comtag:blogger.com,1999:blog-1399793419425111085.post-60686688935917226522021-06-15T21:27:48.537+00:002021-06-15T21:27:48.537+00:00So VW leads everyone already, not to mention VAG.....So VW leads everyone already, not to mention VAG....Anonymoushttps://www.blogger.com/profile/05696755261735949963noreply@blogger.comtag:blogger.com,1999:blog-1399793419425111085.post-42328732824734810272021-06-01T19:04:03.556+00:002021-06-01T19:04:03.556+00:00José, if you go with OEM level, maybe it would be ...José, if you go with OEM level, maybe it would be interesting to put a column with how many different EV models sold by each OEM (but, I konw, it would be a lot of work with German OEM's plethora of models (maybe only with pure EV to simplify) !). Marsusulhttps://www.blogger.com/profile/05509601652812167102noreply@blogger.comtag:blogger.com,1999:blog-1399793419425111085.post-75691570212484558462021-05-31T10:52:26.962+00:002021-05-31T10:52:26.962+00:00Oeps, my bad.Oeps, my bad.mhendrikhttps://www.blogger.com/profile/08897747484474214504noreply@blogger.comtag:blogger.com,1999:blog-1399793419425111085.post-87805622206277363502021-05-30T20:14:08.939+00:002021-05-30T20:14:08.939+00:00"who is winning".... is terms of volume ..."who is winning".... is terms of volume or profitability? Some manufacturers ship more units than others while 'the other' earns more money.2hansomehttps://www.blogger.com/profile/10505103451198461935noreply@blogger.comtag:blogger.com,1999:blog-1399793419425111085.post-79828737041941323782021-05-29T14:56:48.636+00:002021-05-29T14:56:48.636+00:0024,184 were sales figures for the month of March, ...24,184 were sales figures for the <i>month</i> of March, not YTD (those were 31,200).IWasHidingDearhttps://www.blogger.com/profile/15046746606351815723noreply@blogger.comtag:blogger.com,1999:blog-1399793419425111085.post-71933360899782673272021-05-28T17:58:51.896+00:002021-05-28T17:58:51.896+00:00The fact that Tesla does so well with a model that...The fact that Tesla does so well with a model that is in a somewhat niche (in Europe) segment, is testimony to Tesla's appeal.<br /><br />Of course they will need more models to catch a major chunk of the market -- but it's only a matter of time for them to introduce more. They aren't rushing it though, since there is just no point when they still have trouble meeting demand for the existing models...antriknoreply@blogger.comtag:blogger.com,1999:blog-1399793419425111085.post-12522404550276352152021-05-28T16:04:10.433+00:002021-05-28T16:04:10.433+00:00@Anonymus.
Tesla payloads are kept very much as a ...@Anonymus.<br />Tesla payloads are kept very much as a secret. For sports cars like model 3 low payload may be acceptable. <br /><br />But for model Y it is completely inacceptable.<br />Maybe that's why they are holding it back from Europe.<br />I hope they will improve Berlin version. Kooglehttps://www.blogger.com/profile/18190230449830197502noreply@blogger.comtag:blogger.com,1999:blog-1399793419425111085.post-85696962737104998552021-05-28T15:16:54.243+00:002021-05-28T15:16:54.243+00:00With a handful of models Tesla will not dominate a...With a handful of models Tesla will not dominate any maturing market. VW Group already has a broad range of models and look what a difference that makes: will its most successful model has only half the market share of Tesla's, its total market share is more than 4 times Tesla's. Similarly for other OEMs on a lower level.<br />And the big vendors are just starting their model roll out.<br />Does really anyone think, a company can make a major share of people drive all the same model in a given market segment? Nikita Hundhttps://www.blogger.com/profile/05376098570760657001noreply@blogger.comtag:blogger.com,1999:blog-1399793419425111085.post-11763689322796086832021-05-28T15:08:22.004+00:002021-05-28T15:08:22.004+00:00OEM Level is what is really interesting. After all...OEM Level is what is really interesting. After all, companies compete on the market, not brands or models: companies drive R&D and its technology that decides in the long run, who is winning, particularly in an industry going through a complete technological overhaul.Nikita Hundhttps://www.blogger.com/profile/05376098570760657001noreply@blogger.comtag:blogger.com,1999:blog-1399793419425111085.post-62087620307221922832021-05-28T12:50:01.441+00:002021-05-28T12:50:01.441+00:00@ anonymous May 27th
Honestly, I guess you are hig...@ anonymous May 27th<br />Honestly, I guess you are highly misinformed or do not hold much knowledge regarding Tesla strenghts/allure and capabilities; to be straight to the point:<br /><br />Tesla shows historically all the inability to consolidate sales and build up, because before the introduction of the 3, the S was selling in very large volumes, they even managed to generate very good volumes for both S and X before the 3 became very evident/available. Then, it has been a bleeding, with Tesla not having any issues capturing customers for the 3, including people that otherwise would grab an S but now get a 3 instead... <br />The Model X has been now a total failure, residual sales. <br />With the Y available worldwide, the same S/3 relation is going to be mirrored into Y/3. No matter how many Plaids and Farts Tesla promises to throw in. And now, in Europe, there is an absurd amount of "mediocre EVs" that will have Zero issues in attracting EV customers, and then Tesla will have to sweat to attract customers for their Y and 3 Teslamobiles. Same with Lexus, Infiniti or Cadillac: they are decent cars but they have Zero likelihood to be selling large volumes because they always lack something or all the items of: proximity, tradition, commonality, local service. Same issues facing American car manufacturers in Japan or French car manufacturers in the US.<br />You can be very good but you still fail for some reason(s)... Just look at Norway, now.KiWinoreply@blogger.comtag:blogger.com,1999:blog-1399793419425111085.post-83068195485323026962021-05-28T12:20:18.996+00:002021-05-28T12:20:18.996+00:00YTD table March Europa Tesla model 3: 24.184
http:...YTD table March Europa Tesla model 3: 24.184<br />http://ev-sales.blogspot.com/2021/04/europe-march-2021.html<br /><br />YTD table April Europa Tesla model 3: 32.444<br /><br />Where is the Tesla model 3 (8.260) in the April table?<br /><br />mhendrikhttps://www.blogger.com/profile/08897747484474214504noreply@blogger.comtag:blogger.com,1999:blog-1399793419425111085.post-82203766671465536702021-05-28T08:12:35.016+00:002021-05-28T08:12:35.016+00:00No it will not if the European market keeps on gro...No it will not if the European market keeps on growing at current pace. Tesla Y is late, not first as it used to be with the previous models. If it doesn't address quality issues it will be kicked out of Europe as it happened with model S and X.Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-1399793419425111085.post-51374983647079491802021-05-28T07:58:42.433+00:002021-05-28T07:58:42.433+00:00Sure, if they offer huge discounts (through leases...Sure, if they offer huge discounts (through leases or otherwise), it might become more competitive...antriknoreply@blogger.comtag:blogger.com,1999:blog-1399793419425111085.post-80136844010008806602021-05-28T07:18:52.788+00:002021-05-28T07:18:52.788+00:00Tesla Y has max payload 375 kg. The lowest of any ...Tesla Y has max payload 375 kg. The lowest of any CUV / SUV. That will not sell well in Europe.Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-1399793419425111085.post-17730485192837214072021-05-27T23:01:31.327+00:002021-05-27T23:01:31.327+00:00Give it a year, max two. Once Giga Berlin kicks in...Give it a year, max two. Once Giga Berlin kicks into gear, Tesla will be dominating Europe.Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-1399793419425111085.post-69164503350105035012021-05-27T19:13:53.118+00:002021-05-27T19:13:53.118+00:00The i3 will be discontinued this year according to...The i3 will be discontinued this year according to a German EV magazine. It's an expensive car because of the carbon fiber and giving it a bigger battery would make it even less profitable. Now that they have the iX3 and two more EVs coming this year they don't need it any longer to achieve their emission targets. Also not sure why you think the iX3 range is mediocre. As far as I know it's better than the other premium SUVs like the EQC or e-Tron and even iPace even though they all have significantly bigger batteries. This would show in sales too if there was better availability of the iX3 and if they would offer the same lease deals as Audi does on the e-Tron which is insanely low. Bastlnoreply@blogger.comtag:blogger.com,1999:blog-1399793419425111085.post-86001508378027416582021-05-27T17:58:25.941+00:002021-05-27T17:58:25.941+00:00The Enyaq is the "Skoda of EVs" :-D
And...The Enyaq is the "Skoda of EVs" :-D<br /><br />And what does that mean? Yes, they aren't the most exciting vehicles around, but they are reliable, spacious and reasonably priced, which explains Skoda success in Europe and a few other markets, like China. <br /><br />And considering the ID.3 and ID.4 aren't themselves all that exciting, i believe that on a pure rational logic, the Skoda is a better choice, for the reasons i explained on the text.<br /><br />Now, would any of them be my choice? Probably not, on a personal level, and within the VW galaxy, i would rather go with the Cupra Born or the Q4 e-Tron Sportback, as they are less generic and show a little bit of personalityJosé Ponteshttps://www.blogger.com/profile/13927229481945352747noreply@blogger.comtag:blogger.com,1999:blog-1399793419425111085.post-2169732837231553582021-05-27T17:57:01.212+00:002021-05-27T17:57:01.212+00:00159.891 (15% share) is great. BEVs share @ 46% des...159.891 (15% share) is great. BEVs share @ 46% despite fewer models, combined with the leadership of ID4/ID3/Model 3 is proof that dedicated BEV are better than converted BEV.<br /><br />Soon, MachE, Ioniq5 ... will give much needed boost to BEV and plugin segment overall.<br />famlinnoreply@blogger.comtag:blogger.com,1999:blog-1399793419425111085.post-31280022931231486942021-05-27T17:54:01.612+00:002021-05-27T17:54:01.612+00:00Mach E is a different segment; as is Model Y. His...Mach E is a different segment; as is Model Y. Historical data from Model X launch vs. Model S sales, and US Model Y launch vs. Model 3, suggests rather limited impact.<br /><br />i4 -- just like the other BMW BEVs built on combustion platforms -- will not be competitive.<br /><br />There is nothing I can see that would significantly impact Model 3 sales for the rest of this year. Unless others *significantly* accelerate sales, the 2021 lead seems pretty robust...antriknoreply@blogger.comtag:blogger.com,1999:blog-1399793419425111085.post-66613957323856746122021-05-27T17:45:40.965+00:002021-05-27T17:45:40.965+00:00Yep, sorry about that.Yep, sorry about that.José Ponteshttps://www.blogger.com/profile/13927229481945352747noreply@blogger.comtag:blogger.com,1999:blog-1399793419425111085.post-17720884042393480702021-05-27T17:43:43.187+00:002021-05-27T17:43:43.187+00:00Good point.
And which do you prefer, brand level ...Good point.<br /><br />And which do you prefer, brand level or OEM level?José Ponteshttps://www.blogger.com/profile/13927229481945352747noreply@blogger.comtag:blogger.com,1999:blog-1399793419425111085.post-61140863099451722512021-05-27T16:45:59.300+00:002021-05-27T16:45:59.300+00:00If you worked at Ford or a Ford dealer, you might ...If you worked at Ford or a Ford dealer, you might want to choose one of the two. Kooglehttps://www.blogger.com/profile/18190230449830197502noreply@blogger.comtag:blogger.com,1999:blog-1399793419425111085.post-64437741365001098412021-05-27T16:40:20.486+00:002021-05-27T16:40:20.486+00:00Enyaq has a more traditional design.
Maybe the maj...Enyaq has a more traditional design.<br />Maybe the majority likes that.<br /><br />Audi Q4 E-tron could surprise.<br />It seems it has the best design between traditional and new. Kooglehttps://www.blogger.com/profile/18190230449830197502noreply@blogger.comtag:blogger.com,1999:blog-1399793419425111085.post-56191931910965896342021-05-27T16:33:15.299+00:002021-05-27T16:33:15.299+00:00Just be patient.
Mustang Mach-e and BMW i4 will cu...Just be patient.<br />Mustang Mach-e and BMW i4 will cut model 3 down enough. <br />Model Y will cut it down next year.<br />I would guess 3 + y = 1.2*3Kooglehttps://www.blogger.com/profile/18190230449830197502noreply@blogger.com