|"Yeah, it's pretty clear, I ain't no German Car|
But I can plug-in, plug-in, like I'm supposed to do"
"Because it's all about that BYD, BYD, no Tesla"
Models - BYD Qin nears Podium Territory
The top position went as usual for the Nissan Leaf, but with only 3.4k units, sales are down regarding April '14 by 12%, its market share is dwindling (Down another point to 14%) and the nearest competitors are getting closer...
...Among them is the BYD Qin, it was #3 last month, only 212 units behind the media-friendly Tesla Model S runner-up, with an incredible records streak that has been happening since its debut, back in December '13, the chinese EV is now entering the more rarified atmosphere of the podium seats, if the records trend continues, it wouldn't be surprising to see the Qin get to the podium and even make an attempt at a Monthly Leader Trophy in the near future.
Moving on, the YTD ranking shows two major changes, with two new attendants in the bottom positions, the chinese Zotye E20 jumped to #9, while the surprising Ford C-Max Energi had its best result ever (1.273 units), returning to the Top 10 after a seven month hiatus.
A final reference to the #7 Renault Zoe, it was #5 last month (1.743 units) and came closer to the #6 VW e-Golf, with less than 200 units separating them, May might see the french car surpass VW's Pride and Joy.
|2||Tesla Model S||2.837||12.690||10||3|
|3||Mitsubishi Outlander PHEV||2.185||12.034||10||2|
|8||Chevrolet Volt (1)||1.025||3.219||3||4|
|10||Ford C-Max Energi||1.273||2.938||2||11|
Manufacturers - BYD Almost #1
With no actual changes in the YTD ranking, the April results showed a stronger than ever BYD, almost outgunning (Only 72 units behind) the perennial leader Nissan.
Considering the success of the Qin and e6, as well as the new models blitz (Three new PHEV SUV's!) prepared for this year by BYD, it won't be surprising if the chinese carmaker collects a couple of Monthly Best Seller trophies until the end of this year and becomes a strong candidate for #1 in 2016.
Now, all they need is a Gigafactory of their own...
'Now, all they need is a Gigafactory of their own...' (BYD)
For the forseeable future BYD battery production is larger than that of Tesla, even after the first stage of the gigafactory opens, assuming both keep to schedule.
The GF first stage is to be around 7Gwh, with all batteries currently used by Tesla sourced from Japan.
BYD had 4Gwh of capacity as of this spring, and were to build another 6Gwh of capacity this year and in every subsequent year.
So if the Tesla 7GWh comes in on time by the end of 2016, BYD will have 16GWh of their own production capacity,
If Tesla get to 35Gwh by around 2020 as they hope, BYD is projected to have at least 34Gwh.
Given demand for Energy Storage, Tesla has revised capacity for GF1.Delete
It is officially called Gigafactory 1. Not official yet, but GF2 is extremely likely before 2020.
Either company could of course revise capacity up or down, but AFAIK no concrete moves have been made outside of Nevada.Delete
The above refers to production by the companies themselves, which often show something like automotive batteries only, not even counting those in buses, and so give a low take on BYD production.
Those estimates of course refer to batteries Tesla purchases from Panasonic.
If they hit their target of 55,000 sales this year then at 80kwh per car average then they will use around 4.5Gwh this year, not a lot more than BYD's production in this spring and well under the 10Gwh they should have in production by the end of this year.
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