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» D24ar
Fecha: 22/12/2025 06:29
Tesla recently reached a global manufacturing milestone with the production of their four millionth vehicle at their Shanghai Gigafactory. The production and manufacturing of China’s Tesla vehicles have now become a critical pivot point to Asia and Europe. This milestone is a testament to the volume and scale of Tesla’s operations. Tesla and BYD’s manufacturing race in Shanghai The Shanghai Tesla Gigafactory is now producing hundreds of vehicles on a weekly basis and delivers vehicles to Europe and Asia as the primary supplier to the markets in those areas. Most recently, BYD’s production estimates and announcements compared to Tesla’s Shanghai event suggest that BYD’s production estimates and TOM’s lean production pose the greatest possible sobering reality (4 million vehicles) of an earnings recession to Tesla’s Model 3 and Model Y. Is Tesla loosing the vehicle generation war? BYD suggests a more disturbing reality with their latest announcements. BYD estimates that BYD vehicles and Tesla BYD vehicles functionally illustrate the Tesla Model 3 and Model Y price range and positions and markets in China, and globally. Tesla’s, by volume alone, is not scalable beyond the Model 3 (Tesla’s China volume recession model). Tesla is losing the vehicle generation war. Tesla VS BYD: How do they compare? Tesla’s weakness is the product mix. Tesla lacks model diversity. BYD has grown rapidly, targeting the best-performing vehicle portions of the market, at the mid and lower price range. Tesla built their empire on premium vehicles like the Model 3 and Model Y, so the BYD market is a price point and competitive segment that Tesla lacks. Its no secret that BYD sold its one millionth Dolphin last year. BYD Dolphin is comparable, stylish, and highly affordable, and is built on BYD’s e-Platform 3.0. Currently, BYD is outperforming traditional internal combustion vehicles. The comparison becomes more stark when we look at prices The cost in China of an entry-level BYD Dolphin is around 99,800 RMB (approximately $14,120). The starting variant of the Tesla Model 3 costs around 231,900 RMB (approximately $32,800). Consequently, there is a price difference of more than $18,000. Such high prices are a barrier for a great number of buyers within the country. This difference makes it easier for BYD to sell to millions of potential customers who cannot afford a Tesla. The Dolphin is not a one-off. Dolphin is a low-cost electric vehicle sold by BYD, which is infamous for selling at a low cost. BYD is spending heavily at low costs. The segmentation is broad, as there is also the BYD Seagull and Atto 3, each of which has also secured 1 million sales in its respective segment. This broad low-cost segment success gives BYD a large competitive advantage. BYD has more models than Tesla, which is limited to four main models globally. BYD’s secret to success – Their supply chain The reason why BYD is able to sell at this price is because BYD is a manufacturer and also a battery producer. This means that there is no need for third parties in the battery supply chain, which greatly lowers the cost of the vehicle. Volume and market segmentation BYD has mastered volume profitability by selling electric vehicles at lower prices than its competitors. BYD has managed to surpass Tesla in overall global NEV sales (New Energy Vehicle) and is the top seller of Battery-Electric Vehicles (BEV) in the world. Tesla does not sell where BYD excels, making it easier for BYD to sell affordable cars. BYD is now launching multiple affordable electric vehicles. The more BYD sells, the more pressure there is on Tesla to sell cheaper cars within the market. Without a cheaper version, the more BYD sells, the more pressure on Tesla to lower their prices. Tesla is now more dependent on keeping prices high in a market where BYD clearly excels.
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