tesla會不會一統江湖 - 電動車
By Eden
at 2016-09-07T12:11
at 2016-09-07T12:11
Table of Contents
標題這個命題是很難說
拿充電速度跟充電站的密度出來當論點的確也有道理 值得觀察
但拿"Tesla在美國也賣不好"出來當論點就真的是有點莫名其妙
首先Tesla一直最大的問題就是產能跟不上銷售
很多人想要買還要等兩年
這樣的產能對於美國人普遍是Lease的習慣影響很大
你想想假設你下個月Lease到期
但你訂台Tesla又不會準時到 那這樣怎麼辦?
只好Lease別台車...
這跟產品本身吸不吸引人是兩回事
其次 說Model S/X銷量沒很高 另個原因是價錢
不要以台灣的物價跟薪水來評斷美國人的消費行為
台灣人可能覺得 "好車"就是要兩百萬台幣 年薪一百萬算中產就會買好車
美國人可能覺得 "好車"就是五萬美就買的到 但年薪要十萬以上才會買好車
本版一直拿Tesla來跟E-class/5-series比
但事實上他在美國的價錢是該要跟S-class比
而且美國車這麼便宜
不到四萬美金就有C-class or 3-series
這時候要消費者花七八萬買Tesla的客群就自然較少
而Model 3"理論上"會客服上面兩個問題
第一個問題Musk 一直打包票 (雖然我也是不相信XD)
第二個問題 35000再減掉聯邦跟州的incentives都下探兩萬五美金了
這個金額根本要去跟Accord比了
也就是為什麼Model 3在還沒公布細節前就有十幾萬人下定單(我也是其中之一)
公布後總共超過四十萬定單
而交車是超過一年半以後
這樣怎麼會是賣不好?
至於原本命題"Tesla會不會一統天下"
我是覺得不會 因為別的車廠也開始做電動車
而且Tesla的incentives已經快用完 而別的車廠才剛開始
但電動車會一統天下是一定的 只是時間問題
而如果Tesla能把SolarCity的太陽能技術給結合進電動車
那又是另一回事了...
--
拿充電速度跟充電站的密度出來當論點的確也有道理 值得觀察
但拿"Tesla在美國也賣不好"出來當論點就真的是有點莫名其妙
首先Tesla一直最大的問題就是產能跟不上銷售
很多人想要買還要等兩年
這樣的產能對於美國人普遍是Lease的習慣影響很大
你想想假設你下個月Lease到期
但你訂台Tesla又不會準時到 那這樣怎麼辦?
只好Lease別台車...
這跟產品本身吸不吸引人是兩回事
其次 說Model S/X銷量沒很高 另個原因是價錢
不要以台灣的物價跟薪水來評斷美國人的消費行為
台灣人可能覺得 "好車"就是要兩百萬台幣 年薪一百萬算中產就會買好車
美國人可能覺得 "好車"就是五萬美就買的到 但年薪要十萬以上才會買好車
本版一直拿Tesla來跟E-class/5-series比
但事實上他在美國的價錢是該要跟S-class比
而且美國車這麼便宜
不到四萬美金就有C-class or 3-series
這時候要消費者花七八萬買Tesla的客群就自然較少
而Model 3"理論上"會客服上面兩個問題
第一個問題Musk 一直打包票 (雖然我也是不相信XD)
第二個問題 35000再減掉聯邦跟州的incentives都下探兩萬五美金了
這個金額根本要去跟Accord比了
也就是為什麼Model 3在還沒公布細節前就有十幾萬人下定單(我也是其中之一)
公布後總共超過四十萬定單
而交車是超過一年半以後
這樣怎麼會是賣不好?
至於原本命題"Tesla會不會一統天下"
我是覺得不會 因為別的車廠也開始做電動車
而且Tesla的incentives已經快用完 而別的車廠才剛開始
但電動車會一統天下是一定的 只是時間問題
而如果Tesla能把SolarCity的太陽能技術給結合進電動車
那又是另一回事了...
--
Tags:
電動車
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