Earlier quoted context omitted.
I think this opinion fails to explain why Tesla is faltering so badly in China. The products aren’t “done.” They’re stagnant. Where is their proper 3 row SUV, not a hacked together half-effort like the YL? Where is their passenger premium van product for China? Remember that this is a company with a huge factory and presence in China, and they were the first mover in that market, but they’re getting eaten alive by co…
> I think this opinion fails to explain why Tesla is faltering so badly in China. Apparently not so much, the restyle and a consolidated assistance and charging network make people prefer it over the homemade products lately, which keep innovating but you essentially need to re-learn from scratch every time (my original source article is in Italian - https://www.vaielettrico.it/troppa-scelta-poca-fiducia-i-cin... ; t…
BYD is likely moving a few hundred thousand more pure BEVs than Tesla each year, although it’s hard to gauge the exact mix given that they have hybrids and ICE vehicles.
I am not saying Tesla is in doomed in China or anything like that, they’re a top brand. But they should be definitively the #1 brand and their product lineup is short 2-3 models.