A few days ago, Musk said that if the market deteriorates, Tesla will continue to adjust car prices, use lower prices to stimulate market sales, and revitalize the downward market. As soon as the news of
came out, it once again triggered heated discussions in the market.
Because the two core models sold by Tesla have already caused shocks in the market, the sales volume of Mode Y in the North American market has surpassed that of Toyota, which has had a direct impact on the Ford F series. Model Y in the domestic market has also become the core model in the market. The success of
Model Y stems from its low price, which ensures the perfect integration of battery life, brand, technology, control and space in the 250,000-level market, allowing users to experience an unprecedented experience.
Analysis of Tesla's success, in fact, can be seen from the domestic market.
In the past 250,000 users who were able to choose a car with a budget, they were often exploring new lifestyles. Whether they choose 3 series or A4L, these users have certain spending power, but not very strong.
BBA's 34C model is indeed interesting, but it is not enough. Users want to buy higher-value models but suffer from insufficient budget. The implementation of
Model Y has made up for this gap in the market. It has not only completed the upgrade of product consumption experience, but also guaranteed the high-value rights and interests of users who are not limited in the market.
Tesla, which has achieved more than 1 million annual sales, also has its own development problems.
Earlier, Musk said that the current Model 3 cannot be upgraded with body integration technology. The reason is that if a comprehensive transformation is carried out, it will affect the company's sales. Tesla's cash flow is very important, and sales interruptions are absolutely not allowed.
In terms of profitability, Tesla is indeed very good, but in terms of industrial layout, Tesla also has a lot of cash outflow outlets. For example, SpaceX spends a lot of money every year, and Tesla launched a supercomputer project not long ago, which will invest 1 billion US dollars.
These huge cash outflows will come from Tesla, and Tesla, which has large-scale mass production capabilities, will definitely grab market share again. Judging from the 2022 financial report, Tesla’s global market single-car profitability exceeds 7,000 US dollars. Behind the huge price reduction space is the crazy market predatory ability.
Tesla is also actively promoting the subscription model. It was previously estimated that it will launch a 0-profit sales model. Selling cars can make a small profit. However, once the subsequent FSD subscription model is completed, Tesla will truly become a winning company like Apple.
Profit through selling software and autonomous driving is the top profit method in the auto industry, so Tesla is not afraid of price cuts at all, and Musk's so-called "will cut prices" is indeed a warning to the market.
After all, Tesla also said before that it will launch a model that is lower than the existing production platform, the platform cost will be reduced by 50%, and more advanced technology will be used to enhance competitiveness, and the price will also be lower.
Returning to the entire market, there are not many companies that can disrupt the industry like Tesla. It is the scariest thing to use electric drive to innovate the existing market development direction, because Tesla not only makes the patent barriers of traditional companies meaningless, but also allows traditional companies to enter the route of passive upgrading.
Looking at five years as a node, there is a huge gap between the passenger car market in 2018 and today's. The current attributes such as electric, smart, young, and sports are also brought about by electrification upgrades.
So more users are actually looking forward to Tesla's price cuts, because only the catfish that is constantly stirring will make the market more dynamic.
*Statement: The above content and opinions only represent the author, and have nothing to do with the online auto market. If there is any wrong source or violation of your legal rights, please contact us by email. Email address: [email protected]
