Looking at the Geneva Motor Show, almost every manufacturer is really moving towards EVs (Toyota being one of the slower ones to make this move). Tesla is just going to have to deal with actual competitors very soon.
Looking at the Geneva Motor Show, almost every manufacturer is really moving towards EVs (Toyota being one of the slower ones to make this move). Tesla is just going to have to deal with actual competitors very soon.
If you think one company is finally getting serious about actually making EV "en masse", look for their plans to build battery gigafactories: if there's none, then they will not have the production capacity to make the EV they're talking about (but they'll certainly green-wash consumers with big time ads)... unless we start to hear about gargantuan plans from LG, Samsung and the like. But we're still waiting.
I wonder if Tesla/Panasonic will at some point start selling mass produced batteries to the traditional car manufacturers. Once EVs become mainstream, consumers will start expecting choice.
Tesla have much bigger contracts with Panasonic, and already supplies cells from Samsung and LG for stationary storage and is inquiring CATL as the main supplier of the Shanghai factory.
Since Tesla is crushing them in EV volume and should continue to do so for years to come, I don't see how VW can compete in cost and even in tech.
>I wonder if Tesla/Panasonic will at some point start selling mass produced batteries to the traditional car manufacturers. Once EVs become mainstream, consumers will start expecting choice.
I doubt it, at least until Tesla is demand-constrained. By then, they'll keep all the batteries for their car and energy storage business and let the competition fight for the leftover.