BMW:特斯拉主宰的時代已經結束了 - 特斯拉
By Harry
at 2022-04-20T19:33
at 2022-04-20T19:33
Table of Contents
原文連結:https://finance.technews.tw/2022/04/20/bmw-tesla-dominance-over/?utm
_source=fb_tn&utm_medium=facebook&fbclid=IwAR2XBG35AGr68_sntg4mDhviGXD63wqxaLq
lgcNN3rBD1TT6RlM9u24XR3U
原文內容:
2022 年第一季 BMW 電動車銷售亮眼,讓美國區銷售主管講話也硬起來,認為特斯拉主宰
市場的時代過去了,BMW 迎頭趕上。
BMW 研發電動車的時間其實非常早,也有宏大的目標,要在 2030 年達成一半新車銷售都
是純電車,但為什麼 BMW 主管特別不爽特斯拉?
原因很簡單,Model 3 上市後,BMW 原先主打客群跟特斯拉高度重疊,多款暢銷車銷售都
受打擊,如今是 BMW 反擊的時候了。
「特斯拉曾擁有獨特賣點,並持續好一陣子,現在已經結束了。」BMW 銷售總監 Pieter
Nota 指出,電動車已不是早期嘗鮮者市場,而是面對大眾的廣泛市場,這讓特斯拉逐漸
失去光環。
BMW 的信心來自訂單數,去年開賣的兩款純電車 i4 和 iX 訂單大排長龍,工廠產能也跟
不上銷售需求,交車期拉長到 6 個月。
今年下半年 BMW 還會持續出招,三款新純電生力軍將抵達戰場,包括旗艦大型房車 i7、
中大型房車 i5,還有小鋼炮純電 MINI Countryman。「我們必須將產能催到極限,因為
需求不斷攀升。」BMW 執行長 Oliver Zipse 表示,從 i4 和 iX 案例,已看到市場對電
動車的需求之巨大,現在的問題不是怎麼賣,而是怎麼生出更多電動車。
BMW 話說完,誰贊成誰反對?也許是銷售數字第一個跳出來反對。
就在 2021 年,特斯拉終結 BMW 北美豪華車市場銷售冠軍頭銜,Cox Automotive 估算,
特斯拉北美市場賣出 35.2 萬輛車,而 BMW 不分能源種類所有車輛銷售只有 33.6 萬輛
。順帶一提,Lexus 為 30.4 萬輛,賓士則是 27.6 萬輛。
2022 年頭兩個月,BMW 表現也不錯,全美賣出 54,210 輛車(不分能源),特斯拉則賣
出 71,250 輛純電車。
以今年預估銷售看,BMW 樂觀預期達成全球 20 萬輛電動車的銷售目標,特斯拉去年有 9
3 萬輛,今年沒有意外至少會賣出 100 萬輛。
這兩家車廠的競爭就像各自的車頭激烈,一款是沒有鼻孔的新世代,一款是鼻孔大到嚇死
人的傳統象徵,短期內很難說特斯拉主宰電動車市場的時代已經結束,但 3~5 年後,電
動車市場應會迎接更多元的健康競爭,而非一家獨強。
心得/說明:(30字以上)
特的最大賣點在於它號稱LV5自動駕駛
但這功能根本不知道何年何月才能實現
在此之前,特斯拉根本是造車欠佳的工業lg
不用說taycan,米漿的i4整個質感屌打特
今天特斯拉財報要公佈了股價預計向下噴
*轉錄新聞/情報,必須附上原文及網址連結及心得或意見30字(不含標點符號)*
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