Isabelo semakethe yezimoto zikagesi zikaTesla singase sehle sisuka ku-70% namuhla siye ku-11% kuphela ngo-2025 ngenxa yokukhuphuka kokuncintisana okuvela kwaGeneral Motors kanye neFord, uhlelo lwakamuva lwezicelo zocwaningo lwaminyaka yonke ze-Bank of America Merrill Lynch “Car Wars”.
Ngokusho kombhali wocwaningo uJohn Murphy, umhlaziyi wezimoto omkhulu e-Bank of America Merrill Lynch, lezi ziqhwaga ezimbili zaseDetroit zizodlula uTesla maphakathi neshumi leminyaka, lapho ngayinye izoba nesabelo semakethe esingamaphesenti angu-15 se-EV.Lokho kuwukwenyuka kwesabelo semakethe esingamaphesenti angu-10 kusukela lapho bobabili abenzi bezimoto bemi khona manje, ngemikhiqizo emisha efana ne-F-150 Lightning kanye ne-Silverado EV pickups kagesi okulindeleke ukuthi iqhubekisele phambili ukukhula okumangalisayo.
“Lokho kubusa uTesla abenakho emakethe ye-EV, ikakhulukazi e-US, sekuphelile.Izoshintsha kakhulu ibheke kolunye uhlangothi eminyakeni emine ezayo.”UJohn Murphy, umhlaziyi wezimoto omkhulu we-Bank of America Merrill Lynch
UMurphy ukholelwa ukuthi i-Tesla izolahlekelwa isikhundla sayo esiphezulu emakethe ye-EV ngoba ayikhulisi iphothifoliyo yayo ngokushesha ngokwanele ukuze ihambisane nabakhiqizi bezimoto abangamafa kanye neziqalo ezintsha ezihlanganisa i-EV lineups.
Umhlaziyi uthi i-CEO ye-Tesla u-Elon Musk ube ne-vacuum iminyaka engu-10 yokugcina lapho kungazange kube khona ukuncintisana okuningi, kodwa "leso sikhala manje sigcwaliswa ngendlela enkulu eminyakeni emine ezayo ngomkhiqizo omuhle kakhulu. .”
UTesla ubambezele iCybertruck izikhathi eziningi kanti nezinhlelo zeRoadster yesizukulwane esilandelayo nazo ziphindiselwe emuva.Ngokwezibuyekezo zakamuva ezivela enkampanini, kokubili iloli likagesi kanye nemoto yezemidlalo izongena ekukhiqizeni esikhathini esithile ngonyaka ozayo.
“[U-Elon] akazange anyakaze ngokwanele.Wayenokuthukuthela okukhulu [abanye abakhiqizi bezimoto] ababengeke bambambe futhi babengeke bakwazi ukwenza akwenzayo, futhi bayakwenza.”
Abaphathi bakwaFord noGeneral Motors bathi bahlela ukuhlwitha isicoco somkhiqizi we-EV esiphezulu kuTesla ngokuhamba kwesikhathi kule minyaka eyishumi.AbakwaFord balinganisela ukuthi bazokwakha izimoto zikagesi eziyizigidi ezimbili emhlabeni wonke ngo-2026, kanti abakwaGM bathi bazoba namandla angaphezu kwezigidi ezimbili zama-EVs eNyakatho Melika naseChina uma sekuhlanganiswe ngo-2025.
Ezinye izibikezelo ezivela ocwaningweni lwalo nyaka lwe-“Car Wars” zifaka phakathi iqiniso lokuthi amaphesenti angama-60 ama-nameplates amasha ngonyaka wemodeli ka-2026 azoba yi-EV noma i-hybrid nokuthi ukuthengiswa kwe-EV kuzokhuphukela okungenani kumaphesenti ayi-10 emakethe yokuthengisa yase-US ngaleso sikhathi. .
Isikhathi sokuthumela: Jul-02-2022