Cov neeg sib tw nti tawm ntawm Tesla qhov feem ntawm US EV kev lag luam

Los ntawm 2018 txog 2020, Tesla muaj txog 80% ntawm EV lag luam. Nws qhov kev faib tawm poob mus rau 71% hauv 2021 thiab tau txuas ntxiv poob qis, Stephanie Brinley, tus thawj coj ntawm S&P tau hais.

"Tesla txoj haujlwm tau hloov pauv raws li cov kev xaiv tshiab, pheej yig dua tuaj txog, muab kev sib npaug lossis zoo dua thev naus laus zis thiab tsim tsim," S&P Global Mobility tau hais hauv nqe lus hnub Tuesday. "Vim tias cov neeg siv khoom xaiv thiab cov neeg siv khoom txaus siab rau EVs tau loj hlob, Tesla lub peev xwm los tuav lub lag luam tseem ceeb yuav raug sib tw mus tom ntej."

Raws li S&P, hluav taws xob tsheb tau khaws 2.4 feem pua ​​​​ntawm cov khoom lag luam hauv Teb Chaws Asmeskas xyoo no, loj hlob mus rau 5.2% ntawm tag nrho cov ntawv teev npe tsheb. Ntawm 525,000 lub tsheb hluav taws xob tau sau npe nyob rau thawj cuaj lub hlis ntawm lub xyoo, kwv yees li 65%, lossis 340,000, yog Teslas, S&P tau hais.

Txawm hais tias muaj kev lag luam me me, Tesla tseem yuav pom nws cov kev muag khoom loj hlob raws li cov neeg siv khoom txaus siab, Brinley tau hais. "Kev lag luam EV hauv 2022 yog Tesla kev ua lag luam, thiab nws yuav txuas ntxiv mus ntev npaum li cov neeg sib tw raug khi los ntawm kev tsim khoom," nws hais.

Qhov tsis txaus ntawm cov khoos phis tawj thiab lwm qhov chaw tau nres ntau tus neeg sib tw xws li Ford
F,
+ 0.15%,
General cov Motors lwm yam
gm,
+ 0.94%,
Hyundai
005380,
,
Kia and Volkswagen
ZOO,
+ 0.53%
los ntawm kev khiav lag luam ntawm tag nrho lub peev xwm kom tau raws li qhov xav tau.

Tesla tseem ntsib kev sib tw ntawm qhov kawg ntawm kev ua lag luam los ntawm BMW
bmw,
+ 1.57%,
Mercedes-Benz
MBG,
+ 1.67%,
Audi, Polestar
PSNY,
+ 3.48%,
Rivian
RIVN,
+ 0.73%,
Xav tau
LCID,
-0.91%
thiab lwm tus neeg.

S&P tau hais tias muaj 48 EV qauv ntawm kev muag khoom hauv Asmeskas tam sim no, thiab nws cia siab tias yuav loj hlob mus rau 159 thaum kawg ntawm 2025.

Tesla npaj yuav nthuav qhia nws Cybertruck khaws cia rau xyoo tom ntej, thiab Roadster tshiab ntawm hnub tsis tau teev tseg, tab sis txwv tsis pub nws cov qauv tsheb teeb pom kev zoo hauv 2025 yuav zoo ib yam li tam sim no, S&P tau hais. Lub tuam txhab tau npaj yuav xa qee qhov hluav taws xob semis rau PepsiCo
PEB,
-0.71%
rau hnub Thursday.

S&P kuj pom tias cov neeg siv khoom uas yuav lub tsheb roj teeb hluav taws xob kom deb li deb xyoo no feem ntau muaj Honda
HMC,
-0.45%
thiab Toyota
TM,
-0.76%
tsheb ua ntej hloov. Ob lub tuam txhab muaj roj-npaum combustion thiab hybrid qauv, tab sis tau maj mam dov tawm EVs nyob rau hauv US Toyota tsuas muaj ib tug qauv, thaum Honda yuav tsis muaj mus txog rau thaum 2024.

Tesla's Model Y me SUV thiab Model 3 me me sedan yog cov saum toj kawg nkaus 2 SUVs, accounting rau ntau tshaj li ib nrab ntawm tag nrho cov hluav taws xob tsheb sau npe, Brinley hais. Ford's Mustang Mach-E yog thib peb, ua raws li ob tug ntxiv Teslas, Model S sedan thiab X SUV. Rounding tawm sab saum toj 10 EVs yog Chevrolet Bolt sedan thiab SUV, Hyundai Ioniq 5, Kia EV6, Volkswagen ID.4 thiab Nissan Leaf.