Will they become profitable?_老虎社区_美港股上老虎

2021-02-17

Will they become profitable?

The best thing for Tesla is a slow and steady loss of market share?<blockquote>对特斯拉来说最好的事情是市场份额缓慢而稳定的流失？</blockquote>

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

精彩评论

我们需要你的真知灼见来填补这片空白

发表看法

{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":385127816,"tweetId":"385127816","gmtCreate":1613524754435,"gmtModify":1634553317093,"author":{"id":3574761564200146,"idStr":"3574761564200146","authorId":3574761564200146,"authorIdStr":"3574761564200146","name":"Bob2bob","avatar":"https://static.tigerbbs.com/244c0ca4952190f68e4350e5b6172dd9","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":11,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[],"fanSize":5,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"title":"","extraTitle":"","html":"<html><head></head><body>Will they become profitable?</body></html>","htmlText":"<html><head></head><body>Will they become profitable?</body></html>","text":"Will they become profitable?","highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/385127816","repostId":1168749416,"repostType":4,"repost":{"id":"1168749416","kind":"news","pubTimestamp":1613468978,"share":"https://www.laohu8.com/m/news/1168749416?lang=zh_CN&edition=full","pubTime":"2021-02-16 17:49","market":"us","language":"en","title":"The best thing for Tesla is a slow and steady loss of market share?<blockquote>对特斯拉来说最好的事情是市场份额缓慢而稳定的流失？</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1168749416","media":"MarketWatch","summary":"As rivals start to sell electric vehicles in earnest, the market will grow and highlight Tesla’s innovation prowess, protecting the planet in the process.We love Tesla — we’re huge fans of the way the company has made electric cars cool.The Palo Alto, Calif.-based company’s Model 3 is probably the most appetizing lower-cost electric vehicle on the market today, and is well on its way to becoming a massive success.And Tesla’s rapid escalation in battery production has forced down prices of lithi","content":"As rivals start to sell electric vehicles in earnest, the market will grow and highlight Tesla’s innovation prowess, protecting the planet in the process.<blockquote>随着竞争对手开始认真销售电动汽车，市场将会增长，并凸显特斯拉的创新能力，在此过程中保护地球。</blockquote> We love Tesla — we’re huge fans of the way the company has made electric cars cool.<blockquote>我们热爱特斯拉--我们是该公司让电动汽车变得酷炫的超级粉丝。</blockquote> The Palo Alto, Calif.-based company’s Model 3 is probably the most appetizing lower-cost electric vehicle (EV) on the market today, and is well on its way to becoming a massive success.<blockquote>这家总部位于加利福尼亚州帕洛阿尔托的公司生产的 Model 3 可能是当今市场上最诱人的低成本电动汽车（EV），并且正在取得巨大成功。</blockquote> And Tesla’s&nbsp;rapid escalation in battery production has forced down prices of lithium-ion batteries. Yet we’re rejoicing in the news from Schmidt Automotive Research that Tesla has&nbsp;lost market share in the world’s largest EV market, the European Union.<blockquote>特斯拉电池产量的快速升级迫使锂离子电池价格下跌。然而，我们对施密特汽车研究公司（Schmidt Automotive Research）的消息感到高兴，特斯拉在全球最大的电动汽车市场--欧盟失去了市场份额。</blockquote> We’re rejoicing because this is a clear sign of global interest in EVs. In the European Union, Tesla’s loss in market share derived partly from large incumbent automakers’ increasing vigor in making their own EVs more attractive, through both pricing and design diversity.<blockquote>我们感到高兴，因为这清楚地表明了全球对电动汽车的兴趣。在欧盟，特斯拉市场份额的损失部分原因是现有的大型汽车制造商越来越积极地通过定价和设计多样性来提高自己的电动汽车的吸引力。</blockquote> Good for the planet<blockquote>对地球有益</blockquote> A broader, deeper market for these fuel-efficient, pollution-free vehicles is good for the planet and will further reduce prices. EVs’ path to further improvement also makes complete sense.&nbsp;In reality, internal combustion engines (ICEs) are today’s horse-and-buggy: well understood, reliable, and with a great infrastructure, but ultimately unable to compete.<blockquote>这些省油、无污染的汽车拥有更广泛、更深入的市场对地球有益，并将进一步降低价格。电动汽车的进一步改进之路也完全有道理。事实上，内燃机（ICE）是当今的马车： 广为人知、可靠、基础设施完善，但最终无法与之竞争。</blockquote> At the rate at which battery prices (and, by extension, EV prices)&nbsp;are falling and adoption is increasing, all car makers will have commenced publicly phasing out ICEs. General Motors&nbsp;has already taken the plunge and&nbsp;will phase out combustion engines by 2035.<blockquote>随着电池价格（以及电动汽车价格）的下降和采用的增加，所有汽车制造商都将开始公开逐步淘汰 ICE。通用汽车公司已经冒险一试，将在 2035 年之前逐步淘汰内燃机。</blockquote> We won’t be surprised if GM revises this schedule in about three years from now and declares that it will go all electric by 2028, and all of the other carmakers follow.<blockquote>如果通用汽车在三年后修改这一时间表，宣布到 2028 年将实现全电动化，其他所有汽车制造商也纷纷效仿，我们不会感到惊讶。</blockquote> The history of technology foretells the future of electric cars. The accelerometer, a system that measure how fast an object is accelerating or decelerating, exemplifies the process. In the 1950s, early accelerometers allowed ballistic missiles to maintain their trajectories.&nbsp; They cost many thousands of dollars.&nbsp;Today, accelerometer chips more sensitive than those that rode in missile cones cost a few dollars or less and&nbsp;are available on Alibaba.<blockquote>科技史预示了电动汽车的未来。加速度计是一种测量物体加速或减速速度的系统，它举例说明了这一过程。20 世纪 50 年代，早期的加速度计使弹道导弹能够保持其轨迹。它们的成本高达数千美元。如今，比导弹锥体中的加速度计芯片更灵敏的加速度计芯片售价几美元或更低，并且可以在阿里巴巴-SW上买到。</blockquote> This occurred because when Apple’s&nbsp;iPhone made smart phones popular, a host of technologies became ubiquitous. Alphabet’s&nbsp;Android operating system and Linux-based systems-on-chips helped increase economies of scale, and the prices of all smartphone components fell dramatically, with broad ripple effects on many technologies.<blockquote>这是因为当苹果的 iPhone 让智能手机普及时，一系列技术变得无处不在。Alphabet的 Android 操作系统和基于 Linux 的片上系统有助于提高规模经济，所有智能手机组件的价格都大幅下降，对许多技术产生了广泛的连锁反应。</blockquote> More importantly, entirely new categories piggybacked on smartphone technology. Drones are basically active mobile phones. They use much of the same computational technology, and their prices are similarly falling.<blockquote>更重要的是，全新的类别依赖于智能手机技术。无人机基本上就是主动的手机。他们使用大部分相同的计算技术，价格也在类似地下降。</blockquote> And EVs are essentially mobile phones on wheels.&nbsp;They have many more moving parts and need additional features, such as lasers, rangefinders and airbags; nonetheless, they resemble mobile phones or drones more than they do ICE cars.<blockquote>而电动汽车本质上是带轮子的手机，它们有更多的移动部件，需要额外的功能，如激光、测距仪和安全气囊；尽管如此，它们更像手机或无人机，而不是冰车。</blockquote> Tesla has approached EVs as software products and upgradeable devices: more like iPhones than like traditional cars. And that makes sense.&nbsp;An EV is little more than a software-controlled engine with a battery in a box, and the batteries will soon become commodities.<blockquote>特斯拉将电动汽车视为软件产品和可升级设备：更像 iPhone，而不是传统汽车。这是有道理的。电动汽车只不过是一个软件控制的发动机，盒子里有一个电池，电池很快就会成为商品。</blockquote> Battery-powered everything<blockquote>电池供电的一切</blockquote> Eventually car bodies of all shapes and sizes will be 3D printed. EV entrants are already tackling all parts of the EV market, from tiny delivery robots and cargo drones to e-bikes and customized vans.&nbsp;All are flavors of battery-powered locomotion.&nbsp;And the cheapest will be widely affordable, which will democratize services as the $20 Jio smartphones in India have democratized online access.&nbsp; Already, e-bikes that manage 20 miles an hour in speed cost less than $500, and they suit many basic commuting tasks in urban areas.<blockquote>最终各种形状和尺寸的车身都将被3D打印出来。电动汽车进入者已经在解决电动汽车市场的各个方面，从微型送货机器人和货运无人机到电动自行车和定制货车。所有这些都是电池驱动的运动的味道。最便宜的将被广泛买得起，这将使服务民主化，因为印度20美元的Jio智能手机已经使在线访问民主化。时速20英里的电动自行车成本不到500美元，它们适合城市地区的许多基本通勤任务。</blockquote> So Tesla, the EV leader, has nothing to worry about: Increasing awareness and fomenting innovation, it has made the addressable market much larger for itself.&nbsp; Like Apple’s, Tesla’s brand is powerful.&nbsp;Unlike Apple, Tesla faces some pretty cool competition, even now.&nbsp;Porsche has just announced an EV version of its Macan with pricing similar to the Tesla Model S sedans.<blockquote>因此，电动汽车的领导者特斯拉无需担心： 通过提高人们的认识和鼓励创新，它为自己开辟了更大的市场。与苹果一样，特斯拉的品牌也很强大。与苹果不同，特斯拉即使是现在也面临着一些相当激烈的竞争。保时捷刚刚发布了其 Macan 的电动汽车版本，其定价与特斯拉 Model S 轿车相似。</blockquote> Tesla CEO Elon Musk clearly recognizes and embraces a strategy of growing a much bigger pie. The market for EVs is far larger than a market for cars: precisely why he open-sourced Tesla’s patents and made it easier for rivals to scale up and build better cars and expand the market.<blockquote>特斯拉首席执行官埃隆·马斯克显然认识到并接受了做大蛋糕的战略。电动汽车市场远大于汽车市场： 这正是他将特斯拉的专利开源，让竞争对手更容易扩大规模，制造更好的汽车，扩大市场的原因。</blockquote> Tesla will probably remain a small player in the global vehicle market by sales volume but stay on its cutting edge, just as Apple did in mobile phones.&nbsp;Steve Jobs positioned Apple firmly up market, and it has remained there, capturing the lion’s share of smartphone profits.<blockquote>就销量而言，特斯拉在全球汽车市场可能仍将是一个小角色，但仍将处于领先地位，就像苹果在手机领域一样。乔布斯将苹果牢牢地定位在市场上，它也一直保持着这一地位，占据了智能手机利润的最大份额。</blockquote> So the best thing for Tesla — and the planet’s future — is a slow and steady loss of market share.&nbsp;The EV’s time has come, and that means it’s time for Tesla to face much stiffer competition.<blockquote>因此，对特斯拉和地球的未来来说，最好的事情就是缓慢而稳定地失去市场份额。电动汽车的时代已经到来，这意味着特斯拉是时候面对更加激烈的竞争了。</blockquote>","source":"market_watch","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>The best thing for Tesla is a slow and steady loss of market share?<blockquote>对特斯拉来说最好的事情是市场份额缓慢而稳定的流失？</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThe best thing for Tesla is a slow and steady loss of market share?<blockquote>对特斯拉来说最好的事情是市场份额缓慢而稳定的流失？</blockquote>\n</h2>\n<h4 class=\"meta\">\n\nMarketWatch2021-02-16 17:49\n\n</h4>\n</header>\n<article>\nAs rivals start to sell electric vehicles in earnest, the market will grow and highlight Tesla’s innovation prowess, protecting the planet in the process.<blockquote>随着竞争对手开始认真销售电动汽车，市场将会增长，并凸显特斯拉的创新能力，在此过程中保护地球。</blockquote> We love Tesla — we’re huge fans of the way the company has made electric cars cool.<blockquote>我们热爱特斯拉--我们是该公司让电动汽车变得酷炫的超级粉丝。</blockquote> The Palo Alto, Calif.-based company’s Model 3 is probably the most appetizing lower-cost electric vehicle (EV) on the market today, and is well on its way to becoming a massive success.<blockquote>这家总部位于加利福尼亚州帕洛阿尔托的公司生产的 Model 3 可能是当今市场上最诱人的低成本电动汽车（EV），并且正在取得巨大成功。</blockquote> And Tesla’s&nbsp;rapid escalation in battery production has forced down prices of lithium-ion batteries. Yet we’re rejoicing in the news from Schmidt Automotive Research that Tesla has&nbsp;lost market share in the world’s largest EV market, the European Union.<blockquote>特斯拉电池产量的快速升级迫使锂离子电池价格下跌。然而，我们对施密特汽车研究公司（Schmidt Automotive Research）的消息感到高兴，特斯拉在全球最大的电动汽车市场--欧盟失去了市场份额。</blockquote> We’re rejoicing because this is a clear sign of global interest in EVs. In the European Union, Tesla’s loss in market share derived partly from large incumbent automakers’ increasing vigor in making their own EVs more attractive, through both pricing and design diversity.<blockquote>我们感到高兴，因为这清楚地表明了全球对电动汽车的兴趣。在欧盟，特斯拉市场份额的损失部分原因是现有的大型汽车制造商越来越积极地通过定价和设计多样性来提高自己的电动汽车的吸引力。</blockquote> Good for the planet<blockquote>对地球有益</blockquote> A broader, deeper market for these fuel-efficient, pollution-free vehicles is good for the planet and will further reduce prices. EVs’ path to further improvement also makes complete sense.&nbsp;In reality, internal combustion engines (ICEs) are today’s horse-and-buggy: well understood, reliable, and with a great infrastructure, but ultimately unable to compete.<blockquote>这些省油、无污染的汽车拥有更广泛、更深入的市场对地球有益，并将进一步降低价格。电动汽车的进一步改进之路也完全有道理。事实上，内燃机（ICE）是当今的马车： 广为人知、可靠、基础设施完善，但最终无法与之竞争。</blockquote> At the rate at which battery prices (and, by extension, EV prices)&nbsp;are falling and adoption is increasing, all car makers will have commenced publicly phasing out ICEs. General Motors&nbsp;has already taken the plunge and&nbsp;will phase out combustion engines by 2035.<blockquote>随着电池价格（以及电动汽车价格）的下降和采用的增加，所有汽车制造商都将开始公开逐步淘汰 ICE。通用汽车公司已经冒险一试，将在 2035 年之前逐步淘汰内燃机。</blockquote> We won’t be surprised if GM revises this schedule in about three years from now and declares that it will go all electric by 2028, and all of the other carmakers follow.<blockquote>如果通用汽车在三年后修改这一时间表，宣布到 2028 年将实现全电动化，其他所有汽车制造商也纷纷效仿，我们不会感到惊讶。</blockquote> The history of technology foretells the future of electric cars. The accelerometer, a system that measure how fast an object is accelerating or decelerating, exemplifies the process. In the 1950s, early accelerometers allowed ballistic missiles to maintain their trajectories.&nbsp; They cost many thousands of dollars.&nbsp;Today, accelerometer chips more sensitive than those that rode in missile cones cost a few dollars or less and&nbsp;are available on Alibaba.<blockquote>科技史预示了电动汽车的未来。加速度计是一种测量物体加速或减速速度的系统，它举例说明了这一过程。20 世纪 50 年代，早期的加速度计使弹道导弹能够保持其轨迹。它们的成本高达数千美元。如今，比导弹锥体中的加速度计芯片更灵敏的加速度计芯片售价几美元或更低，并且可以在阿里巴巴-SW上买到。</blockquote> This occurred because when Apple’s&nbsp;iPhone made smart phones popular, a host of technologies became ubiquitous. Alphabet’s&nbsp;Android operating system and Linux-based systems-on-chips helped increase economies of scale, and the prices of all smartphone components fell dramatically, with broad ripple effects on many technologies.<blockquote>这是因为当苹果的 iPhone 让智能手机普及时，一系列技术变得无处不在。Alphabet的 Android 操作系统和基于 Linux 的片上系统有助于提高规模经济，所有智能手机组件的价格都大幅下降，对许多技术产生了广泛的连锁反应。</blockquote> More importantly, entirely new categories piggybacked on smartphone technology. Drones are basically active mobile phones. They use much of the same computational technology, and their prices are similarly falling.<blockquote>更重要的是，全新的类别依赖于智能手机技术。无人机基本上就是主动的手机。他们使用大部分相同的计算技术，价格也在类似地下降。</blockquote> And EVs are essentially mobile phones on wheels.&nbsp;They have many more moving parts and need additional features, such as lasers, rangefinders and airbags; nonetheless, they resemble mobile phones or drones more than they do ICE cars.<blockquote>而电动汽车本质上是带轮子的手机，它们有更多的移动部件，需要额外的功能，如激光、测距仪和安全气囊；尽管如此，它们更像手机或无人机，而不是冰车。</blockquote> Tesla has approached EVs as software products and upgradeable devices: more like iPhones than like traditional cars. And that makes sense.&nbsp;An EV is little more than a software-controlled engine with a battery in a box, and the batteries will soon become commodities.<blockquote>特斯拉将电动汽车视为软件产品和可升级设备：更像 iPhone，而不是传统汽车。这是有道理的。电动汽车只不过是一个软件控制的发动机，盒子里有一个电池，电池很快就会成为商品。</blockquote> Battery-powered everything<blockquote>电池供电的一切</blockquote> Eventually car bodies of all shapes and sizes will be 3D printed. EV entrants are already tackling all parts of the EV market, from tiny delivery robots and cargo drones to e-bikes and customized vans.&nbsp;All are flavors of battery-powered locomotion.&nbsp;And the cheapest will be widely affordable, which will democratize services as the $20 Jio smartphones in India have democratized online access.&nbsp; Already, e-bikes that manage 20 miles an hour in speed cost less than $500, and they suit many basic commuting tasks in urban areas.<blockquote>最终各种形状和尺寸的车身都将被3D打印出来。电动汽车进入者已经在解决电动汽车市场的各个方面，从微型送货机器人和货运无人机到电动自行车和定制货车。所有这些都是电池驱动的运动的味道。最便宜的将被广泛买得起，这将使服务民主化，因为印度20美元的Jio智能手机已经使在线访问民主化。时速20英里的电动自行车成本不到500美元，它们适合城市地区的许多基本通勤任务。</blockquote> So Tesla, the EV leader, has nothing to worry about: Increasing awareness and fomenting innovation, it has made the addressable market much larger for itself.&nbsp; Like Apple’s, Tesla’s brand is powerful.&nbsp;Unlike Apple, Tesla faces some pretty cool competition, even now.&nbsp;Porsche has just announced an EV version of its Macan with pricing similar to the Tesla Model S sedans.<blockquote>因此，电动汽车的领导者特斯拉无需担心： 通过提高人们的认识和鼓励创新，它为自己开辟了更大的市场。与苹果一样，特斯拉的品牌也很强大。与苹果不同，特斯拉即使是现在也面临着一些相当激烈的竞争。保时捷刚刚发布了其 Macan 的电动汽车版本，其定价与特斯拉 Model S 轿车相似。</blockquote> Tesla CEO Elon Musk clearly recognizes and embraces a strategy of growing a much bigger pie. The market for EVs is far larger than a market for cars: precisely why he open-sourced Tesla’s patents and made it easier for rivals to scale up and build better cars and expand the market.<blockquote>特斯拉首席执行官埃隆·马斯克显然认识到并接受了做大蛋糕的战略。电动汽车市场远大于汽车市场： 这正是他将特斯拉的专利开源，让竞争对手更容易扩大规模，制造更好的汽车，扩大市场的原因。</blockquote> Tesla will probably remain a small player in the global vehicle market by sales volume but stay on its cutting edge, just as Apple did in mobile phones.&nbsp;Steve Jobs positioned Apple firmly up market, and it has remained there, capturing the lion’s share of smartphone profits.<blockquote>就销量而言，特斯拉在全球汽车市场可能仍将是一个小角色，但仍将处于领先地位，就像苹果在手机领域一样。乔布斯将苹果牢牢地定位在市场上，它也一直保持着这一地位，占据了智能手机利润的最大份额。</blockquote> So the best thing for Tesla — and the planet’s future — is a slow and steady loss of market share.&nbsp;The EV’s time has come, and that means it’s time for Tesla to face much stiffer competition.<blockquote>因此，对特斯拉和地球的未来来说，最好的事情就是缓慢而稳定地失去市场份额。电动汽车的时代已经到来，这意味着特斯拉是时候面对更加激烈的竞争了。</blockquote>\n<div class=\"bt-text\">\n\n\n 来源：<a href=\"https://www.marketwatch.com/story/the-best-thing-for-tesla-is-a-slow-and-steady-loss-of-market-share-11613062433?mod=home-page\">MarketWatch</a>\n为提升您的阅读体验，我们对本页面进行了排版优化\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://www.marketwatch.com/story/the-best-thing-for-tesla-is-a-slow-and-steady-loss-of-market-share-11613062433?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/599a65733b8245fcf7868668ef9ad712","article_id":"1168749416","content_text":"As rivals start to sell electric vehicles in earnest, the market will grow and highlight Tesla’s innovation prowess, protecting the planet in the process.\nWe love Tesla — we’re huge fans of the way the company has made electric cars cool.\nThe Palo Alto, Calif.-based company’s Model 3 is probably the most appetizing lower-cost electric vehicle (EV) on the market today, and is well on its way to becoming a massive success.\nAnd Tesla’s rapid escalation in battery production has forced down prices of lithium-ion batteries. Yet we’re rejoicing in the news from Schmidt Automotive Research that Tesla has lost market share in the world’s largest EV market, the European Union.\nWe’re rejoicing because this is a clear sign of global interest in EVs. In the European Union, Tesla’s loss in market share derived partly from large incumbent automakers’ increasing vigor in making their own EVs more attractive, through both pricing and design diversity.\nGood for the planet\nA broader, deeper market for these fuel-efficient, pollution-free vehicles is good for the planet and will further reduce prices. EVs’ path to further improvement also makes complete sense. In reality, internal combustion engines (ICEs) are today’s horse-and-buggy: well understood, reliable, and with a great infrastructure, but ultimately unable to compete.\nAt the rate at which battery prices (and, by extension, EV prices) are falling and adoption is increasing, all car makers will have commenced publicly phasing out ICEs. General Motors has already taken the plunge and will phase out combustion engines by 2035.\nWe won’t be surprised if GM revises this schedule in about three years from now and declares that it will go all electric by 2028, and all of the other carmakers follow.\nThe history of technology foretells the future of electric cars. The accelerometer, a system that measure how fast an object is accelerating or decelerating, exemplifies the process. In the 1950s, early accelerometers allowed ballistic missiles to maintain their trajectories.  They cost many thousands of dollars. Today, accelerometer chips more sensitive than those that rode in missile cones cost a few dollars or less and are available on Alibaba.\nThis occurred because when Apple’s iPhone made smart phones popular, a host of technologies became ubiquitous. Alphabet’s Android operating system and Linux-based systems-on-chips helped increase economies of scale, and the prices of all smartphone components fell dramatically, with broad ripple effects on many technologies.\nMore importantly, entirely new categories piggybacked on smartphone technology. Drones are basically active mobile phones. They use much of the same computational technology, and their prices are similarly falling.\nAnd EVs are essentially mobile phones on wheels. They have many more moving parts and need additional features, such as lasers, rangefinders and airbags; nonetheless, they resemble mobile phones or drones more than they do ICE cars.\nTesla has approached EVs as software products and upgradeable devices: more like iPhones than like traditional cars. And that makes sense. An EV is little more than a software-controlled engine with a battery in a box, and the batteries will soon become commodities.\nBattery-powered everything\nEventually car bodies of all shapes and sizes will be 3D printed. EV entrants are already tackling all parts of the EV market, from tiny delivery robots and cargo drones to e-bikes and customized vans. All are flavors of battery-powered locomotion. And the cheapest will be widely affordable, which will democratize services as the $20 Jio smartphones in India have democratized online access.  Already, e-bikes that manage 20 miles an hour in speed cost less than $500, and they suit many basic commuting tasks in urban areas.\nSo Tesla, the EV leader, has nothing to worry about: Increasing awareness and fomenting innovation, it has made the addressable market much larger for itself.  Like Apple’s, Tesla’s brand is powerful. Unlike Apple, Tesla faces some pretty cool competition, even now. Porsche has just announced an EV version of its Macan with pricing similar to the Tesla Model S sedans.\nTesla CEO Elon Musk clearly recognizes and embraces a strategy of growing a much bigger pie. The market for EVs is far larger than a market for cars: precisely why he open-sourced Tesla’s patents and made it easier for rivals to scale up and build better cars and expand the market.\nTesla will probably remain a small player in the global vehicle market by sales volume but stay on its cutting edge, just as Apple did in mobile phones. Steve Jobs positioned Apple firmly up market, and it has remained there, capturing the lion’s share of smartphone profits.\nSo the best thing for Tesla — and the planet’s future — is a slow and steady loss of market share. The EV’s time has come, and that means it’s time for Tesla to face much stiffer competition.","news_type":1,"symbols_score_info":{"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":949,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":25,"subscribersOnly":false,"subscribersOnlyAccessible":false,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/385127816"}