Kreisel Electric takes on Tesla
bloomberg.com
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Tesla does. Period. Also it's not only about technical superiority but experience as well. Tesla excels here.
A: Hugely overpriced plug in hybrids
B: Have pathetic range
Also in the US, there's an even larger group of car buyers who will never drag race their cars, but like knowing that the car they just bought is excellent in some way.
It's easily one of the most popular EVs here in the UK (along with the Tesla, Renault Zoe, and Nissan Leaf). Very nice to drive with a stylish, comfortable, minimalist, premium-quality interior. BMW's software does let it down, though - at least when compared to a Tesla.
But still, i'd argue if you want an EV and can't afford a Tesla, it's the best option available right now (at least until the Bolt is released).
The EPA range is fairly realistic in my experience, at least with a Tesla. Hills and climate control (AC not so much, but heating is huge) will affect it, but I get fairly close to the official numbers much of the time.
The NEDC test is much more gentle and provides wildly unrealistic numbers. You won't achieve NEDC numbers unless you're doing something like a steady 55MPH on level ground with no climate control.
You can see this in action by going to Tesla's design page and switching the country between the US and the UK. For the US, the Model S 60 is rated at 218 miles and the P100D is 315 miles. In the UK, those numbers are 253 and 381.
BMW says 300km, or 186 miles, for the larger i3 battery under the NEDC:
http://www.bmw.com/com/en/newvehicles/i/i3/2016/showroom/ran...
But the EPA range is more like 125 miles.
Tesla's stated Model 3 range of 215 miles is the EPA rating, and so should be fairly realistic in mild conditions, less so in the winter or with a heavy foot. The BMW number to compare to would be 125 miles.
I wouldn't compare anything to the model 3, though, because I don't believe teals will hit their dates or price point.
Not a BMW fan at all, default detest of that brand, but I respect their trying to push into e-vehicles. i8 was a big mis-step though. Cannot believe anyone bought it over a Tesla.
And, yes, it's a hassle. Life with a pure electric is simple: Plug in at work, plug in at home, plug in at the mall, visit superchargers during trips if needed.
With the BMW's you have extreme electric range anxiety (only 80 miles) if you want to "be electric" and you have to now: plug in at work, plug in at home, go to the gas station by work, go to the gas station by home, plug in at the mall, gas-up by the mall, no superchargers during longer trips, so gas-up frequently due to the 10 gallon (or is it 8?) tank.
Then there's the complexity. You are lugging around 2,000 parts you didn't really want to be lugging around. Is that generator built to last like real auto propulsion engines?
Put it simply: It's a pain in the ass, it is likely to require more maintenance and it is embarrassing.
(and yes, the gas engine in this kind of drivetrain will mate to the electric motors during power intensive operations for a boost, but that's not strictly required in this kind of approach)
The i8 was woeful in comparison in all departments. They are different types of cars but the only area the i8 could speak up a little bit was in the looks department.
I haven't tried the i3 but I think it has a certain style of it's own. I'm not a huge fan but I like to see it when it rolls by as it means one more victory on the way to electric cars (and one less diesel cloud filling my lungs).
Audi has a A3-etron which is not an electric car. Maybe they have some $500k etron-R8 but I am not sure if they ever built that.
BMW has the i3 which is kind of interesting, in a low-production-run, dip-your-toe-in-the-market kind of way. i8 is not an electric car. Some hybrids. Who cares.
Volkswagen has the e-golf which, in a sense, is more progress than the others since it's an actual VM car that actual people buy and is actually electric. It's not a car I would buy, but again - it's not a cutesy test market car and it's not a half-assed hybrid, so kudos to VW.
I don't know anything about Peugeot. Probably hybrids so who cares.
In conclusion:
We're in the same place we've been for 9-12 years: CEO of Audi/BMW/Porsche/Merc announce a major electric car initiative with consumer models (6 years from now) and a sexy concept car at a trade show. Then nothing happens. Then three years later, repeat.
Over and over and over.
YTD in Germany, Renault sold twice as many purely electric cars (1836 Zoes) as Tesla (978 Model S and 56 Model X.)
Source: https://www.goingelectric.de/zulassungszahlen/2016/ (in German only, sorry; data is coming from Germany's DOT)
I don't think Peugeot have done anything much notable in EVs recently.
VW/Audi, Porsche, BMW and Mercedes need to take a long hard look at themselves. The market is changing way faster than they expected IMO.
Just sell a bloody 250 mile range car I can buy for £25k. That's it. It's not hard. Do it, now. Not in 3 years. Now.
If it's so easy why don't you do it? Let me guess, you've never designed, built, or shipped any physical product.
You're like a first-year art student 'designing' the next iPhone in a 3D rendering program (Half as thick, with twice the battery life! Indestructible edge-to-edge screen!)
Update:
And keep in mind Tesla is not product of yesterday. Vibe for electronic car was around I think much longer than Tesla.But big names (Audi,BMW,etc) just ignored it for so long (maybe because of no serious competitor or corruptness -why do they need to work on something revolutionary when they are market leaders) until some guy stepped in and challeged them seriously.
Anyways that's what I read into it.
As consumers we assume hugely successful historical automotive powerhouses like BMW would have something ready to go NOW because they've been working on it already for 5 years (or ten years+ considering Prius).
Maybe not always fair, but it's generally what people are going to assume.
Maybe if the OEMs had spent the last 10 years designing and building electric cars instead of putting out diesel agents that broke the law in dozens of countries they would be in a better position.
Sure, I couldn't do it. But the difficulty has an upper bound based on a simple existence proof.
Tesla's Model 3 costs £27k, has a range of 215 miles, and is promised to start delivering late next year.
That's the state of the art. Best the world can do. Pretty sure that means it's hard.
State of the art is probably the Chevy Bolt, with its 200+ mile range and cost around $40k. And unlike the Tesla Model 3, it exists. There are lots of reviews of it, and full production starts next week.
No supercharger network.
No over the air software updates.
No 8 year/infinite mile power train warranty.
State of the art?
And you must have missed the announcement last week when they gave specifics on cost and range. The cost is what they promised, and the range is more than Tesla 3. It will go on sale for the general public at the end of the years. That's you and me, without having to put down a deposit, and wait who knows how long. That probably means those cars are churning out their manufacturing line now.
And you must have missed the news when one of Tesla's biggest supporter, Steve Woz, said he would ditch his Tesla for the Checy Bolt.
http://www.greencarreports.com/news/1106012_apples-woz-likes...
Give credit when credit is due. One of the largest and oldest auto manufacturers in the world turned around a, well received fully electrical vehicle on a short amount of time. It is reasonable priced and has more range than Tesla's Model 3.
http://www.greencarreports.com/news/1106012_apples-woz-likes...
... that will be quietly dumped in a year or two, just in time for a new "company changing electric initiative" in 2018, with production slated for 2024.
I hope they save these press releases and just put in new dates - it would be a shame to rewrite them every three years.
Traditional manufacturers must recall cars to fix a software problem, and charge customers for software upgrades. I guess it's hard for traditional car manufacturers to offer an integrated experience like that, you need to design a car from the ground up (including the software that's running in components from suppliers, like batteries) for that.
I think car makes just don't realize how big of a role, great software plays in how you feel about a car.
There's antiquated laws hat dictate manufacturer and dealer relationship, the most famous one being a manufacturer must sell cars through a dealer.
From a DOJ analysis:
> Auto production is a capital-intensive business and a franchise system allowed manufacturers to concentrate their resources upstream while accessing capital through franchise fees from independent entrepreneurs at the retail level.
Given capital availability and resources at the time, it made sense for the auto makers to franchise.
https://www.justice.gov/atr/economic-effects-state-bans-dire...
Dealers love to tell us how useful they are, but then they turn around and lobby for their privileged position to be enshrined in law and enforced by the government. Does not compute.
It's stuck between a rock and a hard place.
If there's no value in me buying a screwdriver set from Home Depot I should be able to buy it from anyone else, including the manufacturer.
In other words, there's no fundamental reason or "right" that says a dealer must exist between a manufacturer of a good and the consumers of that good. Forcing such a structure is artificial and causes problems.
For example, lots of people hate the car buying experience and dealing with a "mafia-like" (as a friend put it) dynamic between hungry commission-based sales people and the manager in the back. The whole process is disgusting. It took three hours to get out of the dealer last time I bought a car and it was a brawl to not get screwed.
In the auto business dealers can be horrible places to walk into. The other day one of my friends at the gym bought a used car. She got royally screwed. I didn't tell her because it'd break her heart. They did the old "let's talk about the monthly payment" trick. She is mathematically challenged and couldn't have managed the stream of information during the negotiations. She will be paying $24K for a $10K purchase.
By the time other car makers going to release any serious competitor to Tesla , Tesla's software will be far advanced than those companies, and the thing about software is its design and implementation takes professional teams with a lot of experience. No matter how effective and advanced your team is, you need time to create a professional team to make mature software.
So the idea of other car makers somehow magically will design and implement software as mature as Tesla's , is wishful thinking I think.But software companies like Google, Microsoft, etc have required expertise in software development.
You don't need to buy your own SIM - it comes with its own international roaming SIM, with free data for 8 years.
As for what happens, nobody knows, because nobody's run out the four years yet. When they announced the four free years, they also said that the clock started for existing customers on January 1, 2014, so nobody will hit the end for another year and some.
I'd guess that it'll end up being a paid subscription after that, but nobody really knows yet. I wouldn't be surprised if Tesla doesn't know yet. I wouldn't be too surprised if they just make it free for life, since it's pretty cheap to provide and so important to the car, but that might just be wishful thinking on my part.
There is a rumor their cellular costs far exceed their Supercharger electricity costs.
And I'm personally still annoyed at BMW from about 8yrs ago when my X5 was occasionally throwing a spurious trivial dashboard warning and I asked about it at the dealer when I went in for some other warranty service. When I got back there was a $200 bill for doing a flash update to some controller, and the dealer insisted that it was BMW that kept it off warranty and charged them for each install.
While I could perhaps see some trivial $15 service fee to install it, charging $200 to fix their own damn bug is pretty outrageous. They should just be installing the full set of accumulated updates every time the car comes in for service.
But that's not how the auto industry thinks, so yes, that is a huge advantage for Tesla, even if the others are starting to come around, they are effectively a decade late.
*Update: Downvote away! I guess my comment is not HNy enough i.e using big impressive sounding terms like 'extensive QA at scale' to make knowing comments about things I really have no experience with.
This is what they say their advantage is against tesla. So be it, but I doubt it is revolutionnary.
More importantly, Kreiser, as far as the article explains, doesn't build entire cars. They sell drivetrains and battery packages. This is completely different, Tesla has a way bigger scope.
Tesla now has an edge on the technology front, but once the traditional European brands pick up, with technology that is better than Tesla (as assumed in the article), the question is if Tesla can keep it's market position. (This is in my opinion the main idea of the article)
I agree that the European brands came way too late into the game, and Tesla was clever enough to recognize this weak spot. But once Tesla starts building cheaper cars, will those who spend $70.000 on a car buy the "average" Tesla or a Mercedes, BMW or Porsche?
Don't get me wrong, I really admire Tesla for how much market share they were able to get in such a short period of time. Definitely well deserved and visionary! But it's indeed a question how this market will evolve further. This Austrian company might have an impact on it.
Toyota already owns 10% of Tesla.
source: https://en.wikipedia.org/wiki/Automotive_industry#Top_vehicl...
BMW, Audi and family are not as strong a brand as Tesla is. (For me at least)
Another advantage that is unstated in the article is that this moves the choice of electric vehicles from specific models to optional trim levels: instead of having to choose between the BMW 3 series and the i3, one could choose between the 320, 320d or the 320e
Unilike a fuel tank these could be distributed evenly across the base of the car, lowering the centre of gravity. A 320e wouldn't have this base to store the batteries, but it could store them under the bonnet but that would make for a very poor weight distribution which would affect handling.
To rebut this - the article has a link to a Kriesel-modified 'Scoda Yeti' that can go up to 350km/217miles[1]. So the advantages of purpose-built models don't seem to include 'range'.
1. http://www.kreiselelectric.com/en/projects/electric-yeti-4x4...
So I guess this too is a step closer to a cleaner earth. What bugs me though is the mentality of some big automakers or even nations, they seem to be making steps to compete with tesla to put it in a polite way. They're missing the whole point of going electric; I'm not implying that Tesla does not, but they sure do look better in marketing terms - to my eyes.
That is, that the switch away from fossil fuels is bigger than stories about petty details of industry competition, it's about the environment, and about orchestrating a radical shift in driving culture in general.
Musk markets Tesla as changing the world, while their competitors market themselves as... competitors. The scope is much less ambitious.
> “The sales price today for large volumes over 100,000 cars would already be under $100,” said Kreisel, who buys cells from vendors including Panasonic Corp. and Samsung Electronics Co. “Unfortunately, nobody’s making 100,000 cars today.”
Is that true? Are batteries already approaching the $100/KWh mark? If so that's happening even faster than I expected, and I was one of the "optimists" for this.
The 4 Horsemen Of A Teslapocalypse
http://seekingalpha.com/article/4007849-4-horsemen-teslapoca...
http://blogs.wsj.com/moneybeat/2016/09/22/teslas-short-selle...
Enough said.
Nothing against garage startups. I started all my businesses in my garage. But if you are going to go out there and claim to "take on" a market leader you need to exist at a different physical, organizational, technological and financial scale.
I wish all this electric cars best of success, but 'taking on Tesla', this is not some small irrelevant company, let's be real here.
Tesla is leaps and bounds ahead of everyone, not only with having electric car, but also this car is like from future.
GM produces close to 10 million cars per year. Calculating that out, it's 192307 per week...almost 100x.
TSLA isn't irrelevant, but definitely small.
BTW GM is selling a mass produced 100% electric vehicle. You can have one in your driveway before the end of the year. $30k after tax incentive, 255 miles per charge (more than Tesla Model 3)
http://www.autoblog.com/2016/09/21/chevy-bolt-goes-255-miles...
https://electrek.co/2016/06/13/tesla-production-rate-2000-ca...
Also, it is not just that it is electric car, have you been in one, it is like from the future. No other car is like that.