많은 사람들이 전기차가 고평가인지 저평가인지 궁금해 합니다

Are EVs Undervalued or Overvalued?

많은 사람들이 전기차가 고평가인지 저평가인지 궁금해 합니다

지금 전기차시장은 지옥처럼 느껴질 수 있지만...

그만큼 가장 낮은 가격대일 수 있습니다

휴대폰처럼 모든 시스템이 상용화되고 기술에 대한 신뢰가 생기고니면, 베터리로 모든것을 다 하게될테니까요

그러면 세상에서 가장 편한 기술이기에... 그 누구도 떠날 수 없죠

Since last year, the car industry has been screaming that electric cars have not been sold until this year.

This brings up the data that electric vehicle sales increased by a few percent last year and this year... that's actually useless.

The first is the problem of the market.

First of all, 60% of the world's electric vehicles are sold in China. Except for China, there is only 40% left in the world. Foreign brands are almost wiped out in that 60% of the Chinese market.  

In the electric vehicle market, where 14 million units are sold, including PHEVs, 9 million units will be sold in China, and the remaining 5 million units will have to be shared by US, European, Japanese, and Korean companies.

Tesla, which is said to be doing well in China, is now going bust in China. Tesla sold 62,398 units in the Chinese market in March. In the same month, BYD sold 260,000 units. Tesla's electric vehicle sales ranked fourth in China.

It is a very obvious red flag.  

Sales have not increased year-on-year or month-on-month, although they are sold in the rest of the market except for China.

The second is the issue of supply.

It's also a problem that demand doesn't increase,
What seems a hundred times more precarious than that is the terrifying increase in supply capacity.

The total number of batteries required in the world this year is 1.2 TWh, and the total number of batteries that can be produced in the world this year is 4.1 TWh.

So, for a while, it's time to say that we can't make cars because we don't have enough batteries, but now it's the complete opposite. As a result, all the calls to internalize the batteries that can fit in their cars have been heard, and the three domestic battery companies are making a sound.

Of course, all of that battery production capacity is Chinese. CATL is already in the process of TSMC atmosphere of semiconductor foundry.

There are many batteries, so I think I just need to assemble it, but if you assemble it with that many batteries, it's just empty.

It's not good to sell, but it's pouring out a lot of making.  

In the meantime, Tesla...  

Anyway, the bad market situation has become a constant, and the question of how to respond to this remains.

The first is price, and the second is marketability.

It would be best to do both price and marketability innovation.

So I heard they were making a $25,000 Model 2, so I thought it would be good if it came out... but the news that's coming out these days is kind of bad. If you do that, of course, the profit margin will decrease. But can we break through without an affordable model?

Marketable innovation seems to be driven by the fact that FSD is excellent. I haven't used it, but it's probably very good. But is that enough? And what about in Korea where FSD is useless? We can experiment in China now, so it will be fully self-driving soon? That's enough. Next story. I'm driving while driving, so I rarely use cruise control... What kind of FSD... It would be wrong if you just provide good driving assistance and good front and rear monitoring.

Zola Expensive Sedans and SUVs, just Expensive Sedans and SUVs, and an ignorant giant truck. That's all. If I had 50 million won, I'd probably go for the Ioniq 5. No, even if I had a good budget, I'd just buy the Ioniq 5 that costs 50 million won. Tesla sounds good, but...  

Rather than buying a car because it's "good," I'm buying it because it's pretty and I like it." I've seen the same design for too long to give it that kind of charm. Isn't it because of the charging infrastructure and price that electric cars aren't selling well? If the battery is easily supplied and the price is set, more people will buy it practically than those who buy it because it's pretty. I think that's how the taxi industry is already going

The people who buy and ride electric cars now are pioneers. In just a few years, electric cars will become a trend, and I'm sure charging stations will replace them instead of gas stations ^^
Until then, there was a long and long relationship between technology development and capital and consumers
The push and pull is continuing.