Tesla still dominant, but its US market share is eroding as cheaper EVs arrive | Hacker News Reader

Tesla still dominant, but its US market share is eroding as cheaper EVs arrive

cnbc.com

38 pointsCharlesW31 comments

I think people are going to be shocked at how much Tesla’s market share disappears when Honda / Toyota get into the mix. They’ve sat back, learned all the lessons from the early adopters, and are ready to put their massive manufacturing abilities to work making EVs.

If it follows the smartphone market trend, Tesla will hold the premium segment while Korean and Chinese wipe the floor. Sadly the days of Japanese manufacturing dominance are over.

Toyota is the most popular car brand in the U.S., followed by Honda.

Honda is actually 4th, behind Ford and Chevrolet.

Because of the f150?

Afaik ford stopped selling all cars in US except Mustang, its all trucks now. Highly doubt Mustang sales beat all of Honda.

Seems a bit pedantic at this point to not count pickup trucks as cars despite being "technically true". It's not like they require a commercial license despite their size in the current year.

I own a Tesla and I don’t see being able to own another ev unless you’re willing to not go on road trips and always have a garage or other reliable location with a wall charger. I think that they’ll dominate as commuter cars in large cities where driving is infrequent but I couldn’t see using one of those as a primary car outside of that. I’m mostly familiar with Teslas infrastructure so maybe someone else can speak to non-Tesla charging infra. It’s possibly better than I think.

> I think that they’ll dominate as commuter cars in large cities where driving is infrequent.

And this is turn will lead to expanding their charging network, and then Tesla is in real trouble. It seems inevitable at this point, but we'll see.

Congress just needs to mandate they all use usb-c

i mean, i think most people will have one gas powered long distance car and one electric local car. Really, how often do you go on road trips? For me this year, it was 4-5.

Batteries.

Everybody have better manufacturing capability then Tesla. Everybody know better then Tesla how to do cars.

No really!!!

It was always about costs side of equations. Manufacturing does not solve costs. Batteries factories and battery chemistry R&D solves costs. This and only this is why CAR oems didn't do good EVs before.

So Toyota can do zero with their manufacturing until they invest in batteries.

Nobody can, until they out-invest Tesla... Who has best deals in whole industry so far.

So it's still Tesla that can build best cars is they choose to do. Cause why sell cheaper when you sell all at higher price???

> The Ford Mustang Mach-E, ranked third in EV registrations, is the only non-Tesla vehicle in the top five rankings, S&P said. Those EVs were followed by the Chevrolet Bolt and Bolt EUV, Hyundai Ioniq 5, Kia EV6, Volkswagen ID.4 and Nissan Leaf.

Nothing new here, really. Until there's something legitimately good in the $25k range, someone who drives for pleasure (5 to 10k miles per year) will have to wait a while before their EV purchase makes sense.

$25k is the floor for most manufacturer's cheapest 4-cylinder sedans. Cars that small really haven't shown up in the EV market; most seem to be of the crossover variety. (Though the Bolt starts around $26k and the Leaf around $28k)

I have an EV6 and I just bought my wife an ID.4. In looking at car for her, a larger vehicle is the most important factor to her. She had a Rav4; the ID.4 is about the largest we could get in a reasonable price point. However, Chevy's Equinox and Blazer in the pipeline look very compelling, both in terms of size and price point, but they won't be here until 2024.

There are a good few electric cars in the 20-30k range in the European market. I think the new Fiat 500e (usually about 20-25k after subsidy/tax relief) is due to be released in the US at some point, and there's a small Honda of similar role which might be, too.

Will be amazing if Tesla can figure out how to manufacture a sub <$25k commuter EV.

It could be done now except cars are expected to be safe and fast.

Further to this, you can buy a an EV city car in China for $5,000. But it’s tiny, it tops out at just over 60mph and it would never meet US crash regulations:

https://en.wikipedia.org/wiki/Wuling_Hongguang_Mini_EV

I'd be happy with an interurban. I could visit my friend in North Carolina.

Fiat figured out how to sell the 500e for $17k

That’s exactly the next item in their pipeline:

https://electrek.co/2022/10/20/tesla-next-gen-electric-car-p...

All this Twitter drama with the CEO isn't going to be doing Tesla any favors in the liberal crunchy hippy crowd.

I used to always ask people about their Teslas in parking lots around Berkeley, and being Berkeley they were often visibly left-leaning tree-huggers saving the planet with their car of choice. There's no effing way this category of Tesla customers are pleased with current events.

My expectation is the moment they can pivot to Honda/Acura and/or Toyota/Lexus analogs of the Model 3/Y they'll jump ship.

He’s definitely in with the pickup driving crowd right now. The top selling vehicles in the US are pickups and the Cybertruck is close to production. Maybe Elon is playing 4D chess? Time will tell.

Unlikely. I'll be interested in seeing who will buy a Cybertruck, but Rightwing middle America doesn't feel like the correct market.

I'm not sure who the market is.

Is Tesla's supercharger network significantly better than Electrify America and others?

I came across this video, where the guy drove his Rivian from LA to Vacaville, and had a terrible time charging:

https://youtu.be/eSX7L8_vLIE?t=5m40s (Starts at 5:40 in)

Tesla's supercharger network is, by design, one of their moats.

Yup. Look at the number of stalls (not just locations) of superchargers v.s. EA fast chargers between the bay and LA for an example. Tesla is over 200+, EA was <50 last time I checked, and by personal experience, the EA charger reliability is quite low.

It will be great when they are regulated.

Imagine having different gas stations depending on your car brand.

Are there any hacks to get Apple CarPlay or Android Auto in a Tesla? I think I would miss it.

You can buy an old ipad, jailbreak it, and duct tape it to the head unit

There’s a method which involves using a raspberry pi https://www.teslarati.com/tesla-apple-carplay-hack-updated-v...

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