The long downtime of the assembly line at Tesla's main electric vehicle production facility due to the pandemic will negatively impact this year's production program, but industry analysts believe that the company will be able to repeat its success outside the American market. By the end of the decade, it could occupy up to 15% of the market for electric vehicles.
Tesla shipped fewer than 2019 electric vehicles in 400, but expected to surpass 500 units this year until the pandemic intervened. It both limited Tesla's production capabilities and undermined demand for electric vehicles. For example, delivery times for the new and still in short supply Tesla Model Y crossover have recently been significantly reduced, which, in the absence of visible progress in production volumes, can only indicate a decrease in demand.
Daiwa Securities specialists that in 2020 Tesla will ship no more than 450 thousand electric vehicles. Other analysts agree on a value of no more than 424 thousand copies. Daiwa Securities predicts that by 2030, up to 20% of all new cars sold worldwide will be powered by electricity, and Tesla could sell at least 3 million electric vehicles annually. This will allow it to claim 15% of the global market for electric vehicles.
It is noteworthy that compared to current positions, such dynamics may mean a reduction in Tesla's share in the global market. For example, in the US it now controls three quarters of the electric vehicle market. In China - about a quarter, but competitors will inevitably squeeze Tesla, since all major automakers have announced plans to convert their products to electric traction. Elon Musk's company will have an important advantage in this fight - the technology for manufacturing traction batteries and control over their production.
Source: 3dnews.ru