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Tesla delivered 83,500 vehicles in the third quarter, more than expected

cnbc.com

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Re: Tesla delivered 83,500 vehicles in the third quarter, more than expected

#41

Post by derekp7 »

codeulike wrote: post #11
lykr0n wrote: post #4

Impressive, but they are going to need to dramatically increase that number to if they wish to compete when the big car companies wake up.

After seeing the recent Audi and Mercedes efforts, consensus seems to be that making EVs is not as easy as everyone thought and the big car companies still have a long way to go before they catch up "UBS says Audi's new electric car shows industry has a long way to go to catch Tesla" https://www.cnbc.com/2018/09/18/ubs-says-audis-disappointing...

I'm very interested to see what Ford is coming out with in the 2020 time frame, with their fleet of "electrified" vehicles. I have a strong feeling that gas/electric hybrids which get decent electric-only range will be where the market is at (however they need to be targeting more than the 20-mile electric range they currently have). And I also like what I've read in some Ford interviews, where they aren't pushing electrification as an eco move, instead they plan on promoting it as a performance boost (i.e., the hybrid 2020 Mustang).

Re: Tesla delivered 83,500 vehicles in the third quarter, more than expected

#42

Post by josefresco »

jackhack wrote: post #32
wintercharm wrote: post #24

Earlier quoted context omitted.

Yeah, there's a clear shift coming in the automotive industry. The auto makers who don't have plans for electrification right now are in big trouble. Thankfully, the VW group will actually be okay - they've tasked Porsche's engineers with electrification of all the companies owned by the group. The Taycan will be built on the J1 platform (Porsche controlled/built). Porsche is developing 3 different packages for other…

And just for completeness, Porsche "only" sold 55,000 cars in 2017. Tesla shipped 30%+ more automobiles in one quarter, yet there is debate about whether Tesla is a viable company and no-one is predicting the imminent demise of that tiny car company, Porsche. Bias + old thinking dies hard, it seems.

Fun fact: Porsche almost bought VW*. From memory (don't hold me to this) I believe the recession of 2008 nuked these plans, and instead VW bought out Porsche!

https://www.automobilemag.com/news/porsche-and-volkswagen-wh...

Re: Tesla delivered 83,500 vehicles in the third quarter, more than expected

#43

Post by dmode »

MrEfficiency wrote: post #36
codeulike wrote: post #31

Earlier quoted context omitted.

"UBS says Audi's new electric car shows industry has a long way to go to catch Tesla" https://www.cnbc.com/2018/09/18/ubs-says-audis-disappointing... Its not as easy as they thought.

Audi/VW are not considered very good companies. They used to have Best In Class interiors which gave them a boost in the luxury markets, but they are average in 2018.

VW is the largest car manufacturer in the world

Re: Tesla delivered 83,500 vehicles in the third quarter, more than expected

#44

Post by compcoffee »

codeulike wrote: post #12
bischofs wrote: post #10

Earlier quoted context omitted.

Not really fair, I can walk into a dealer and buy any car from one of those other brands. The Tesla numbers are 1-2 years of built up demand being built/delivered in one quarter. These numbers will definitely not continue.

Reservations stand at about 400,000 I believe.

>Reservations stand at about 400,000 I believe.

Based on? There's been no official release. If they stood at 400k, Musk would be shouting it from the rooftops.

Many reservations were expecting a $35k car (with a substantial rebate). Even Musk himself said the demand for $50k+ sedans is ~100k annually.

Re: Tesla delivered 83,500 vehicles in the third quarter, more than expected

#45

Post by derekp7 »

dgritsko wrote: post #14
sbradford26 wrote: post #8

Earlier quoted context omitted.

Sure it benefits Tesla to produce more cars to compete with the big auto companies. But I do not believe that suddenly any of them will be able crank out a cost competitive electric car with the same range in any large quantity. Sure your existing car companies are better right now at physically building the conventional parts of a car, but the most expensive part of an electric car is the batteries. Tesla's partners…

Don't forget the Supercharger network; seems like that's another big part of Tesla's first-mover advantage that any serious competitor will need to address at some point if they want to "catch up".

Couldn't the mainstream auto manufactures install chargers at each of their dealers? It seems that for any major car brand, there are more dealerships than there are Tesla chargers.

Re: Tesla delivered 83,500 vehicles in the third quarter, more than expected

#46

Post by compcoffee »

dgritsko wrote: post #14
sbradford26 wrote: post #8

Earlier quoted context omitted.

Sure it benefits Tesla to produce more cars to compete with the big auto companies. But I do not believe that suddenly any of them will be able crank out a cost competitive electric car with the same range in any large quantity. Sure your existing car companies are better right now at physically building the conventional parts of a car, but the most expensive part of an electric car is the batteries. Tesla's partners…

Don't forget the Supercharger network; seems like that's another big part of Tesla's first-mover advantage that any serious competitor will need to address at some point if they want to "catch up".

>Don't forget the Supercharger network

Part of the VW "Dieselgate" settlement requires VW to invest $2BB in charger infrastructure.

Installing chargers is not rocket science, nor a huge advantage.

Re: Tesla delivered 83,500 vehicles in the third quarter, more than expected

#48

Post by QuotedForTruth »

derekp7 wrote: post #45
dgritsko wrote: post #14

Earlier quoted context omitted.

Don't forget the Supercharger network; seems like that's another big part of Tesla's first-mover advantage that any serious competitor will need to address at some point if they want to "catch up".

Couldn't the mainstream auto manufactures install chargers at each of their dealers? It seems that for any major car brand, there are more dealerships than there are Tesla chargers.

Seems like a decent idea, but it wouldnt be free. The dealers are independent businesses. Also have you ever seen a dealership with a bunch of empty parking spaces? The charging stations will be competing with the dealership's storage space for cars.

Re: Tesla delivered 83,500 vehicles in the third quarter, more than expected

#49

Post by btian »

wintercharm wrote: post #24
chollida1 wrote: post #3

- accelerating China factory due to tariffs of about 40% into China, they don't indicate what accelerating actually means Numbers: - Q3 production 53,239, - Bloomberg’s estimate: 53,457 - North American deliveries of 55,840 rank the Model 3 among the 10 best-selling sedans in the region--and the only one that's electric - pretty good news in the face of what other car companies are doing - GM sales are expected to fa…

Yeah, there's a clear shift coming in the automotive industry. The auto makers who don't have plans for electrification right now are in big trouble. Thankfully, the VW group will actually be okay - they've tasked Porsche's engineers with electrification of all the companies owned by the group. The Taycan will be built on the J1 platform (Porsche controlled/built). Porsche is developing 3 different packages for other…

But Mercedes is not part of VW group

Re: Tesla delivered 83,500 vehicles in the third quarter, more than expected

#50

Post by crunchyfrog »

lykr0n wrote: post #4

Impressive, but they are going to need to dramatically increase that number to if they wish to compete when the big car companies wake up.

And Google is going to be in big trouble when IBM releases their search engine.

It always seems like it should be easy for legacy companies to stamp out disrupters but it almost never works out like that. It is very hard to refocus giant companies.

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