The situation of "one car is hard to find" for new energy shows that the era of smart cars is accelerating.

 

In terms of market performance, Tesla, BYD, and WISCOM are the backbone of new energy vehicles, and have become strong advocates and practitioners of autonomous driving in the future.

 

As the global pioneer of new energy vehicles, Tesla has been putting pressure on other new energy manufacturers with its exaggerated sales. Since it is known as the "Apple of the car industry", Tesla's understanding of smart cars and autonomous driving has led the industry's development, and it is not only the disruptor of the traditional car industry, but also the definer of the new rules of smart car competition.

 

 

Elon Musk is now the richest man in the world, and Tesla is the world's most valuable car company with a market capitalization of around a trillion dollars.

 

According to data released by the Passenger Association on Sept. 8, Tesla's deliveries reached 76,965 units in August, up a whopping 173 percent from the previous year. Meanwhile, ModelY set a monthly delivery record of 62,169 units, up 295 percent sequentially and 261 percent year-over-year. This sales volume surpassed that of hot-selling fuel cars and ranked the number one overall passenger car sales position in August.

 

But Tesla will face a strong challenge. In its annual "War on Cars" report, Merrill Lynch sees Tesla's EV market share plummeting to 11 percent by 2025 from 70 percent today because Tesla is not expanding its portfolio fast enough. Traditional automakers and new carmakers are expanding their product portfolios, with Ford and GM both planning to outsell Tesla in the U.S. around 2025.

 

 

It's not just car prices and stock that are up for Tesla, it's also software.

 

On Sept. 5, Tesla raised the price of its advanced driver assistance system FullSelf-Driving (FSD) beta software in North America from $12,000 to $15,000, an increase of about 25 percent, and this is the second price increase for the system this year.

 

In 2015, Tesla first launched the FSD system at $2,500; in 2018, the optional FSD system was priced at $5,000; in 2020, the price rose to $10,000; and in January this year, Tesla raised the price to $12,000. Including this time, 7 years time has increased 6 times, and there is the possibility of continued "appreciation".

 

 

At present, BYD is the most powerful rival of Tesla.

 

Market data show that BYD has accumulated sales of 641,400 units in the first half of this year, compared with the same period last year, an increase of 314.9%. And in the first half of this year, Tesla's sales were only 564,000 units, which means BYD became the world's top seller of new energy vehicles.

 

 

 

The reason for BYD's sales surge is that the car product line is richer than Tesla's, giving consumers more choices and covering a wider range of groups accordingly.

 

 

If Tesla and BYD are the leading tigers, then other car companies are the wolves of the division. In the field of smart cars, China's new car makers are fast following up and have become the backbone of China's new energy vehicle market in the past two years, with Azera (Azera, Xiaopeng and Ideal) as the representative, Nezha, Zero Run and others on the fast rise.

 

With an internet mindset for car making, Azera Xiaoli is making autonomous driving technology grow by leaps and bounds.

 

 

Smart cars are considered to be the biggest windfall of the next decade. Although Azha is currently "selling more than it loses", its market value is still soaring, driven by the smart car concept.

 

 

It is important to note that 2020 will be the "financing year" and 2022 will be the "new product year" for Azure. After several years of systematic self-research and development, both have launched their main models this year. With the establishment of the product matrix and the decline of production costs, the new car makers will probably move from the investment period to the harvest period.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

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