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VW CEO says they’ll have ‘EVs as good as Tesla’s for half the price by 2020’

electrek.co

51–60 of 85 posts

Re: VW CEO says they’ll have ‘EVs as good as Tesla’s for half the price by 2020’

#51
post #44
post #6

Earlier quoted context omitted.

Sure but VW produces 10 Million a year. Tesla 100k. VW hast way more: experience, capacity, people, money. They can probably do that.

Tesla is a battery company.

And there’s the rub. From where are VW going to source their batteries? Having vertical integration rather than having to buy from third parties is a fairly substantial advantage.

Re: VW CEO says they’ll have ‘EVs as good as Tesla’s for half the price by 2020’

#52

I'm sure Tesla will also have EVs as good as Tesla for half the price by 2020. They'll also have a vastly improved super charger network, a mature software ecosystem, a mature direct sales/servicing model, and whatever else they dream up like Powerwall and other systems that can potentially add value to the whole. VW will just be scratching the surface by 2020 while Tesla will likely continue sprinting ahead.

When EV gets popular enough won't all petrol station install chargers too? When this happens the super charger network will not be a large advantage. The only issue I see is if each company creates it's own "super/fast" charging system and DRMs it for "security" reasons.

I think the idea is that most people will use home charging.

Although not being able to charge from home looks like an opportunity for someone.

Re: VW CEO says they’ll have ‘EVs as good as Tesla’s for half the price by 2020’

#53

Earlier quoted context omitted.

When EV gets popular enough won't all petrol station install chargers too? When this happens the super charger network will not be a large advantage. The only issue I see is if each company creates it's own "super/fast" charging system and DRMs it for "security" reasons.

> When EV gets popular enough won't all petrol station install chargers too? More importantly, when EVs get popular we'll obviously see new power supply stations everywhere, and they may not comply with today's notion of a gas station. We'll see for example EV-specific stations such as rest areas or highway diners or shopping centers or autosilos or private parking spots that provide that service while drivers go on…

Yes, the form factor is different so we will get more chargin stations then petrol station, I was thinking at the long trips Tesla owners say they can do because they can recharge the car in 39 minutes or something like that, but most citizens will be fine with night charging at home.

Re: VW CEO says they’ll have ‘EVs as good as Tesla’s for half the price by 2020’

#54
post #6

I'm sure Tesla will also have EVs as good as Tesla for half the price by 2020. They'll also have a vastly improved super charger network, a mature software ecosystem, a mature direct sales/servicing model, and whatever else they dream up like Powerwall and other systems that can potentially add value to the whole. VW will just be scratching the surface by 2020 while Tesla will likely continue sprinting ahead.

Sure but VW produces 10 Million a year. Tesla 100k. VW hast way more: experience, capacity, people, money. They can probably do that.

They had enough organisational problems to think it was easier to cheat tests for diesel pollution, than fix the issue.

From the love bug to just a bug.

Re: VW CEO says they’ll have ‘EVs as good as Tesla’s for half the price by 2020’

#55
post #42

Earlier quoted context omitted.

When EV gets popular enough won't all petrol station install chargers too? When this happens the super charger network will not be a large advantage. The only issue I see is if each company creates it's own "super/fast" charging system and DRMs it for "security" reasons.

In that case, I foresee another wave of dongles.

Will dongles work if we talk about DRM? You may need to pay a hell lot to buy an approved dongle that contains the correct security key or someone needs to crack the DRM.

I hope we don't get scenarios where you need to charge a car, there are 10 free sports but all are from different manufacturers and are not compatible or charge you extra like we had with ATMs where you had to find teh right ATM or pay extra.

Re: VW CEO says they’ll have ‘EVs as good as Tesla’s for half the price by 2020’

#56

I wish. I'd pay a lot if someone would make a good e-version of a "boring" car like a Golf. No huge center-mounted display, no app store, no forced remote updates, no DRM locking me out of reparing my own car. If they keep the sensors for partially automated driving as a better cruise control, I'm fine with that. Unfortunately, the current e-Golf is just a regular Golf poorly converted to electric, way too expensive…

Since we're here already ... Maybe also no smartphone door unlocking?

I don't get it, why everybody start to build car like a smartphone now days?

Re: VW CEO says they’ll have ‘EVs as good as Tesla’s for half the price by 2020’

#57

It is funny when competitors mention: "We will take a currently winning product X and deliver 2X by some future date Y." Imagine if competitors actually said: "We will first catch up to X by some date before Y. Then we will hit 2X by Y".

Not much need for “catching up” rhetorics when currently 100x more new car buyers decide to buy a VW than a Tesla.

We're talking about electric cars, where VW does indeed needs a lot of catching up to Tesla.

Not that they actually plan to catch up. In May 2018 their official plan was to make 1 million electric cars by 2025 (https://electrek.co/2018/05/29/vw-electric-vehicle-demand-eu...).

Tesla is already making ~300k per year, is on track to make ~500k within 9 months in Fremont, has already started building China plant that will add 250k within 2 years and 500k within 4-5 years, has already telegraphed building European plant for another 500k cars and will most likely start building Model Y in Nevada starting sometime 2020.

Bottom line is that Tesla will likely reach 1 million cars a year by 2022, 3 years before VW.

Maybe VW will speed up their plans but batteries don't grow on trees. Recently we learned that LG Chem wants Audi (part of VW group) to pay 10% more for batteries because demand outstrips the supply (https://electrek.co/2018/10/22/audi-e-tron-delay-software-lg...).

Tesla has been designing battery packs since Roadster days and building Gigafactory 1 since January 2015 so almost 4 years to build battery capacity for ~400k cars. As far as I know VW has no battery R&D and relies for the most important and most expensive component of ev car on 3rd party suppliers who also supply the same thing to their competitors and apparently are so swamped by demand that they can raise prices while Tesla is aggressively bringing the price of batteries down.

And it remains to be seen if they are able to create software that is as refined as Tesla's.

Re: VW CEO says they’ll have ‘EVs as good as Tesla’s for half the price by 2020’

#59

I'm sure Tesla will also have EVs as good as Tesla for half the price by 2020. They'll also have a vastly improved super charger network, a mature software ecosystem, a mature direct sales/servicing model, and whatever else they dream up like Powerwall and other systems that can potentially add value to the whole. VW will just be scratching the surface by 2020 while Tesla will likely continue sprinting ahead.

When EV gets popular enough won't all petrol station install chargers too? When this happens the super charger network will not be a large advantage. The only issue I see is if each company creates it's own "super/fast" charging system and DRMs it for "security" reasons.

Petrol stations are usually on prime commercial land. I doubt theyd get more revenue from charging stations over sale or lease to commercial activities like shops, etc.

I guess in the future Movie theatres, airports, malls, etc will be equipped with charging stations as an incentive to customers.

Re: VW CEO says they’ll have ‘EVs as good as Tesla’s for half the price by 2020’

#60
post #6

I'm sure Tesla will also have EVs as good as Tesla for half the price by 2020. They'll also have a vastly improved super charger network, a mature software ecosystem, a mature direct sales/servicing model, and whatever else they dream up like Powerwall and other systems that can potentially add value to the whole. VW will just be scratching the surface by 2020 while Tesla will likely continue sprinting ahead.

Sure but VW produces 10 Million a year. Tesla 100k. VW hast way more: experience, capacity, people, money. They can probably do that.

The point is all that experience was useless since they could not see the future, nay innovate their way into the future.

It sure seems to me like the ICE car indistry biggies are in a kodak like moment.

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