Uphononongo luqikelela ukuba zombini iFord kunye neGM ziyakudlula iTesla ngo-2025

Isabelo semarike yemoto yombane kaTesla sinokuhla sisuka kwi-70% namhlanje siye kuthi ga kwi-11% ngo-2025 xa sijongana nokhuphiswano olwandisiweyo oluvela kwiGeneral Motors kunye neFord, uhlelo lwamva nje lweBank of America Merrill Lynch yamabango ophononongo onyaka athi "iCar Wars".

Ngokutsho kombhali wophando uJohn Murphy, umhlalutyi omkhulu we-auto kwi-Bank of America Merrill Lynch, ezi zigebenga zimbini zaseDetroit ziya kudlula iTesla phakathi kwiminyaka elishumi, xa nganye iya kuba malunga ne-15 yepesenti yesabelo semarike ye-EV. Kukonyuka okumalunga ne-10 lepesenti yesabelo semarike ukusuka apho bobabini abavelisi beemoto bemi ngoku, kunye neemveliso ezintsha ezifana ne-F-150 Lightning kunye ne-Silverado EV pickups zombane ekulindeleke ukuba ziqhube ukukhula okumangalisayo.

“Olo lawulo lukaTesla kwimarike ye-EV, ngakumbi e-US, luyenziwe. Iza kutshintshela kwelinye icala kule minyaka mine izayo. ” UJohn Murphy, umhlalutyi ophezulu we-auto weBhanki yaseMelika uMerrill Lynch

UMurphy ukholelwa ukuba iTesla iya kuphulukana nesikhundla sayo esiphambili kwimarike ye-EV kuba ayiyandisi iphothifoliyo yayo ngokukhawuleza ngokwaneleyo ukuze ihlale ihambisana nabenzi bezithuthi zelifa kunye neziqalo ezintsha ezinyusa i-EV yabo.

Umhlalutyi uthi i-CEO ye-Tesla u-Elon Musk uye wafumana i-vacuum kule minyaka ili-10 idlulileyo yokusebenza apho bekungekho khuphiswano lukhulu, kodwa "eso sikhala ngoku sizaliswe ngendlela enkulu kule minyaka mine izayo ngemveliso entle kakhulu. .”

UTesla ulibazisekile iCybertruck izihlandlo ezininzi kwaye izicwangciso zeRoadster yesizukulwana esilandelayo nazo ziye zatyhalwa ngasemva. Ngokohlaziyo lwamva nje oluvela kwinkampani, zombini iilori zombane kunye nemoto yezemidlalo ziya kungena kwimveliso ngexesha elithile kunyaka olandelayo.

“[UElon] akazange ashukume ngokwaneleyo. Wayenexhala elikhulu kangangokuba [abanye abenzi beemoto] babengenakuze bambambe kwaye babengenakuze bakwazi ukwenza le nto ayenzayo, kwaye bayayenza.”

Abaphathi beFord kunye neGeneral Motors bathi baceba ukuhlutha iwonga eliphezulu lomenzi we-EV kuTesla kamva kule minyaka ilishumi. I-Ford iqikelela ukuba iya kwakha izithuthi zombane ezizizigidi ezi-2 kwihlabathi liphela ngo-2026, ngelixa i-GM ithi iya kuba namandla angaphezu kwezigidi ezi-2 ze-EVs eMntla Melika naseChina zidityaniswe ngo-2025.

Olunye uqikelelo oluphuma kuphononongo lwalo nyaka “lweeMfazwe zeeMoto” lubandakanya inyani yokuba malunga neepesenti ezingama-60 zamagama amatsha ngo-2026 imodeli iya kuba yi-EV okanye i-hybrid kwaye intengiso ye-EV iya kunyuka iye kuthi ga kwi-10 lepesenti yentengiso yentengiso yase-US ngelo xesha. .


Ixesha lokuposa: Jul-02-2022