Tesla's capacity gap is 450,000 vehicles, and Musk asserts that the residual value of fuel vehicles may drop rapidly.

There are always some brands that are unique in a special period. For example, there are so many hot pot restaurants in China, but most people choose to go to Haidilao even though they know that they have to queue for hours. For another example, there are thousands of brands that produce shoes all over the world, but a pAir of air that sells for thousands of dollars? Jordan, due to the looting of hundreds of thousands of people at the same time, still needs to obtain the purchase qualification through online lottery; Moreover, before the official launch of each generation of iPhone in early years, people all over the world would wait in front of the Apple store a few days in advance in order to get the new machine in the first time. ...

There is also Tesla in the automotive industry. At a time when major brands around the world are worried about sales and profits, Tesla is advancing at the speed of high-speed rail in China, which not only expands production rapidly around the world, but also keeps hitting new highs in delivery. Tesla's rising share price also gives people the illusion that the cold wind blowing from the auto market seems to have geographical restrictions.

Now, Master once again sends a signal to the market that in order to increase production capacity, Tesla plans to build a Tesla super factory on every continent. He also reminds that the surplus value of fuel vehicles will drop sharply in the next few years.

In 202 1 year, Tesla plans to produce 165438+ 10,000 vehicles.

For Tesla, sales volume is not a problem, but insufficient production is the problem. Increasing production capacity is something that Musk has been emphasizing for the past two years. As early as 2065438+February 2009, Musk said in a talk report that Tesla plans to reach the total output of1130,000 vehicles in 202 1 and 2023 respectively.

In order to achieve such a goal, Musk quickly took action. First, the Shanghai Super Factory has been completed and officially delivered, followed by the German Super Factory which has started construction for the European market, and the only vehicle production factory before-fremont, California. At present, Tesla has reached out to the markets of America, Asia and Europe.

But this is obviously not enough for Musk. In a recent speech, Musk revealed that the company plans to build a super factory on every continent to promote the growth of electric vehicle production capacity. He said that the biggest problem now is to solve the production capacity of all continents. "It's crazy to produce electric cars in California and then export them to Europe and Asia."

According to incomplete statistics, at present, the output of Shanghai Superfactory can reach 3,000 vehicles/week, with an annual output of 6,543,800+0.5 million vehicles. In 2020, the annual production capacity of Model3 and Y in fremont, California will reach 500,000 vehicles. From this calculation, if the annual production capacity is to reach 202 1 year 165438+ 10,000 vehicles, Tesla needs to expand the annual production capacity by at least 450,000 vehicles.

At the shareholders' meeting in 20 18, Musk had planned to build 10- 12 super factories around the world. Although the specific location and source of funds are not specified in detail, it may not be difficult to achieve this goal from its current progress speed and market demand.

The residual value of fuel vehicles will drop sharply.

While continuously expanding its business, Musk is also boosting morale for the electric vehicle industry in a big way. It is reported that Musk recently publicly stated that the surplus value of fuel vehicles will drop sharply in the next few years. He reminded consumers to consider the trend of electrification and automation in the automobile industry. This change may lead to a decrease in the residual value of fuel vehicles, while at the same time, electric vehicles will have a higher rate of preservation.

Although this view of Musk seems to be suspected of selling for himself, it is an indisputable fact that the automobile industry has turned to electrification. It can be seen from the timetable of electric products released by Toyota, Volkswagen, Mercedes-Benz, Audi and other manufacturers that after 2022, the global market, especially the China market, will usher in a wave of electric vehicles climax, which will reach its peak in the near future by 2025.

The trend of electrification in the automobile industry is irreversible, but the foreseeable fierce competition is about to begin. Judging from Tesla, which is still desperately expanding its production capacity, it not only has the idea of seizing the market first, but also has strong confidence in sales.

However, judging from the current market situation, Tesla still has a great chance of winning if it wants to become a "sea fishing" in the electric vehicle industry. First of all, from the current transformation of traditional car companies to electrification, the market response is not optimistic. No matter Volkswagen, Mercedes-Benz or BMW, the first electrified products put into the market failed to cause big ripples.

At the same time, with the landing of Tesla Super Factory on all continents, the price of products in the local market will be further reduced, the delivery speed will be further accelerated, and the differentiated needs of consumers will be further enhanced.

Just like "people who are better than you are still working hard", in the electric vehicle industry, OEMs that are more attractive than your products are still working harder to create more attractive products.

Source: First Power Grid

Author: Cassie Wang

This article comes from car home, the author of the car manufacturer, and does not represent car home's position.