In the first month of the epidemic, Musk outside the ocean received good news and bad news.
The good news is that the delivery of Mdoel 3 in China is satisfactory. In January, Tesla delivered 3183 Model 3s. The Shanghai factory has made outstanding contributions. 2605 of the Model 3 delivered were born here, with a localization rate of nearly 82%;
The bad news is that the two big brothers in Tesla’s family delivered in January. The Model S was 13 and the Model X was 367 more.
Tesla ’s entry-level products and high-end products are in sharp contrast in terms of sales. Tesla is changing from an unbelievable luxury brand to a “street car” that everyone can afford.
It ’s a good time and place, it ’s not surprising that the Model 3 is on sale
Beginning in July 2018, thanks to subsidies and price reductions, Model 3 sales in the United States began to explode; in February 2019, Model 3 entered Europe, relying on the European market’s mature understanding of electric vehicles, plus local electric The product was weak, and the Model 3 was a ride away, surpassing BBA in the luxury mid-market segment.
The beautiful record of Europe and the United States has put a loud advertisement for Tesla in China. With the support of the media, the Model 3 has not yet arrived, but it has already become a “net red”.
Public bombardmentAt that time, Tesla built a factory in Shanghai’s Lingang enclosure with the trend of “empty gloves and white wolves”, and was supported by a large number of local banks with a total of 10 billion yuan. In November 2019, under the hard work of Chinese workers, the Tesla Super Factory stood up in Lingang, Shanghai in less than a year, and the domestic Mdoel 3 began production immediately.
The Chinese government’s “pampering” of Tesla is not only here. The domestic Model 3 has been successfully included in the national new energy catalog. Tesla is exempt from the purchase tax on its left hand and holds a subsidy on its right hand. Price reduction operation, the domestic standard endurance version of the Model 3 base car price originally dropped from 355,800 to 323,800, and then fell to 299,905.
This is how Tesla came to less than 300,000.
The most irresistible temptations for Chinese consumers have never been such advanced technology, but the real cost-effectiveness and the thrill of spending big X for big X. With less than 300,000 driving to Tesla, this was something that many people didn’t even dare think about before.
Because of various factors, in January, Model 3 delivered 3,183 domestic and 10013 global answer sheets.
S / X ca n’t sell, it ’s not the original sin that you are expensive
Model S / X went out while Model 3 was on sale. Since last year, S / X has shown signs of decline, and todayIn January of the year, 13 models and 367 models were delivered respectively, far below the average of last year. Although it is the cold winter of the auto market in 2019, the performance of the Model S / X is still stable, and even a wave of promotions is due to the “price diving”. Throughout 2019, the total number of Model S / X listings is 1910 and 8621.
It can be said that the slump in S / X sales this year is not just because the price of the car is too expensive, and the purchasing power of the Chinese is not enough. To a large extent, a large number of S / X sneakers are being sucked away by Tesla’s own Model 3.
Although the latest S / X models are updated with the latest Hardware 3.0 self-driving chip, there is no Model 3 behind the younger generation because of its age. However, the technical connotation of S / X is indeed inferior to Model 3. The motor and transmission of Model 3 have been more advanced than S / X until the release of the new S / X throughout the year. Induction motors are more efficient, with significantly improved endurance and acceleration performance.
The most important thing is the battery. The Model 3 took the lead in using the 2170 battery, which has a higher energy density than the 18650 battery carried in the S / X. Yes, the new Model S/ X is expected to be replaced with the latest 2170 battery, and 18650 may soon be history.
In addition to these visible and useful advantages, the highly integrated Model 3 over Model S / X is an invisible leader. The technical complexity and advanced architecture behind it are far beyond what S / X was born a few years ago.
If you want to restore the market, the only way before S / X is to replace it, especially the older Model S.
Tesla has been crowned a “pseudo-luxury” hat by traditional heroes, and its quality is not enough to support its millions. Consumers are paying more for Model S / X for a sense of advanced technology and scarcity. The last thing the rich circle wants is to hit shirts with others, which has established Tesla’s “high-end” positioning.
As a large number of low-priced Model 3s flooded into the market and gradually became “street cars”, Tesla’s “high-end” image was being diluted, and some people in the main circle of Tesla cars also formed an interesting chain of scorn. Owners who buy S / X at a high price can’t afford to buy at a discount and low price, S / X people can’t afford to buy an entry-level Model 3, and those who buy an imported Model 3 at a high price can’t look at the domestic version …..
Who makes Model 3 cheap and fragrant …
proudly floating? Reduction is OK
The original manuscript can be stopped here, but there is a recent news that has to say that Tesla reduced the number of components, and the reduced number of components is exactly the hardware 3.0 chip I mentioned above.
Some netizens posted on the Internet that the domestic Model 3 they bought was equipped with a Hardware 2.5 chip, instead of the officially promoted Hardware 3.0, and it did not match the printed list. Until the matter was discovered, the official did not say anything at the time of the sale. Buying a car is like drawing a lottery box with a blind box. With luck, you can buy a more powerful version of the hardware.
After the event was fermented on the Internet, Tesla issued a statement today:
“Tesla Shanghai Super Factory atWork resumed on February 10. During the period, based on the supply chain conditions, some of the standard battery life upgrade model 3 installed hardware is HW2.5. With the restoration of production capacity and supply chain, we will continue to provide free replacement of HW3.0 for owners of controllers with HW2.5-manufactured upgraded model 3 in China as planned. “
The explanation given by Tesla is the cause of the epidemic, and the supply chain has not kept up, so the 2.5 hardware was replaced first.
It’s embarrassing to quote a quote from @ electric star ball crab boss interviewing Ryan.W, a well-known Tesla rider in North America: “It has been like this for almost a year abroad, and not many people have come forward to sue.” The Model 3 that Ryan.W bought last June is also HW2.5.
Tesla has stated that all Model S / X manufactured after March 20, 2019, and all Model 3 manufactured after April 12, 2019, will be equipped with HW 3.0.
How is HW3.0 better than HW2.5?
Officials have compared it this way: The Hardware 3.0 chip holds up to 6 billion transistors, and the processing capacity of frames per second is 21 times that of Hardware 2.5: The 2.5 version can only process 110 frames per second, while the 3.0 version Processes up to 2300 frames in seconds.
There is no doubt that HW3.0 is more advanced than HW2.5, and the FSD function on the AP requires HW3.0 hardware to support it. An email from the owner and Tesla shows that the current 2.5 chip does not support The latest ice cream cone recognition function.
For whatever reason, without any notification to the user, it is suspected that the original promised and written hardware was suspected of fraud. This time Tesla was beaten upright. .