特斯拉 2025 年全球電動車市占僅剩 11% - 汽車
By Jessica
at 2022-07-02T11:46
at 2022-07-02T11:46
Table of Contents
分析師看淡特斯拉,預計 2025 年全球電動車市占僅剩 11%
原文連結:https://technews.tw/2022/07/01/analysts-bearish-on-tesla/
原文內容:科技新報記者 Atkinson
雖然全球電動車市場仍以特斯拉 (TESLA) 馬首是瞻,不過許多國際級車廠急起直追,特
斯拉優勢能維持多久無法保證。外媒報導,美國銀行汽車市場分析師 John Murphy《汽車
大戰》(Car Wars)年度預測報告指出,競爭日益激烈,特斯拉電動車市占率將從占主導
地位的 70%,一口氣降到 2025 年 11%,引起供應鏈關注。
Murphy 指到 2025 年,各家車廠會推出約 135 款電動車,特斯拉在美國電動車市場的主
導地位,可能被通用或福特取代,且 2025 年通用和福特電動車市佔率將升至 15%,
Murphy 補充,通用汽車計劃 2023~2026 年美國市場推出 17 款新電動車,福特將推 6
款。
Murphy 在底特律汽車出版協會 (Automotive Press Association) 活動表示,特斯拉電
動車市場尤其美國主導地位即將結束。4 年內現在市況將朝反方向劇烈變化。報告估計
到 2025 年,美國電動車年銷量將從 2021 年約 40 萬輛成長 8 倍,超過 320 萬輛。車
商將在四年內推出約 245 款新車,將有 60% 新車是混合動力車。
Murphy 認為特斯拉沒有在領先基礎上擴大產品與投資組合,以跟上期他國際車廠和新創
企業。過去 10 年,特斯拉經營因沒有太多競爭者,導致幾乎是獨走狀態。
心得/說明:特斯拉在電動車界的市佔將從七成下降到只剩一成左右,會不會倒呀?
--
原文連結:https://technews.tw/2022/07/01/analysts-bearish-on-tesla/
原文內容:科技新報記者 Atkinson
雖然全球電動車市場仍以特斯拉 (TESLA) 馬首是瞻,不過許多國際級車廠急起直追,特
斯拉優勢能維持多久無法保證。外媒報導,美國銀行汽車市場分析師 John Murphy《汽車
大戰》(Car Wars)年度預測報告指出,競爭日益激烈,特斯拉電動車市占率將從占主導
地位的 70%,一口氣降到 2025 年 11%,引起供應鏈關注。
Murphy 指到 2025 年,各家車廠會推出約 135 款電動車,特斯拉在美國電動車市場的主
導地位,可能被通用或福特取代,且 2025 年通用和福特電動車市佔率將升至 15%,
Murphy 補充,通用汽車計劃 2023~2026 年美國市場推出 17 款新電動車,福特將推 6
款。
Murphy 在底特律汽車出版協會 (Automotive Press Association) 活動表示,特斯拉電
動車市場尤其美國主導地位即將結束。4 年內現在市況將朝反方向劇烈變化。報告估計
到 2025 年,美國電動車年銷量將從 2021 年約 40 萬輛成長 8 倍,超過 320 萬輛。車
商將在四年內推出約 245 款新車,將有 60% 新車是混合動力車。
Murphy 認為特斯拉沒有在領先基礎上擴大產品與投資組合,以跟上期他國際車廠和新創
企業。過去 10 年,特斯拉經營因沒有太多競爭者,導致幾乎是獨走狀態。
心得/說明:特斯拉在電動車界的市佔將從七成下降到只剩一成左右,會不會倒呀?
--
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