People who have followed Tesla's story for many years will remember that almost every concept car or mass-produced electric car will be called a "Tesla killer", and the idea at that time was that although Tesla maintained a leading position in the field of electric vehicles with its first-mover advantage, once the traditional car companies decided to enter the electric vehicle market, then Tesla would be vulnerable.
However, as Tesla completes the delivery of more than 930,000 vehicles in a year, chip shortages and supply chain problems are gradually solved, and it is becoming increasingly difficult for traditional car companies to prove that their electric vehicles can compete with Tesla in the "electric vehicle market". Considering the continuous growth of global electric vehicle sales and the general decline in fuel vehicle sales, if you look at it from a large scale, it will no longer be a segment of the "fuel vehicle market" and "electric vehicle market", but only one "automobile market", and now the facts have proved that electric vehicles are gradually replacing fuel vehicles.
In fact, if we look at the more mature united states in the car market, we can not look at Tesla's car sales growth of 87% in 2021, but look at the performance of the old American automakers Ford and General Motors in 2021.
In the fourth quarter of 2021, GM U.S. sales fell 42.9 percent, Buicks down 34.8 percent, Cadillac down 47.8 percent, Chevrolets 44.7 percent, GMC down 37.7 percent, GM's overall sales fell 12.9 percent, and GM barely sold any electric cars even in the fourth quarter of 2021 (GM sold 25 Chevrolet bolt EVs and one GMC Hummer EV by the end of the year). No electric cars have been sold outside of that).
Ford's 2021 was also not very easy, with the company selling only 1.9 million vehicles in 2021, down 6.8% from 2020. But Ford's electric car seems to be getting started, and the most obvious factor is reflected in the sales of the Mustang Mach-E, the company's pure electric car has been regarded as the killer of Tesla Model Y in the United States, and in 2021, the Mach-E's total sales of 27,140 units, and indeed become the second best-selling electric SUV in the United States. And some users have also maintained a high level of interest in the F-150 Lightning, so much so that Ford has repeatedly raised its production targets to meet the "real-world" needs of the vehicle.
Of course, some people think that this is because traditional automakers have been affected by the impact of the epidemic, or just the bad luck of General Motors, and many people have pointed out that GM's electric vehicle sales in 2021 are not bad, but only affected by boltEV (battery fire accident), and its electric car Chevrolet EV Bolt (20,288 units sold) is still in the top three sales of single models (behind Tesla ModelY and Model 3).
But how to say, last year has passed, and 2022 and probably a few years after that, the rise of electric vehicles will accompany the automotive industry, with the power of established automakers: Ford F-150 Lightning / electric Mustang Mache, General Motors Cadillac lyriq / Hummer EV, Volkswagen ID series, Mercedes-Benz EQ series, BMW IX series, Audi Etron series, and gradually turn around Japanese car companies will launch excellent products in the next few years. At the same time, Tesla and other emerging companies are also making rapid progress: Tesla's Cyberruck and Semi are about to go public, electric vehicles worth 160,000 yuan are also being developed and produced, and domestic ideals, Xiaopeng, and Weilai have broken the stereotypical impression of traditional Chinese cars, Japan's Sony, the United States' Rivian, Lucid, etc. In the next few years, electric vehicles will inevitably occupy a more important part of the automotive industry. Especially as many countries and regions around the world prepare to ban the use of internal combustion engines in the next few years, the purchase of all-electric vehicles is beginning to become the common sense of mainstream buyers, and eventually, the "electric vehicle market" will be transformed into a simple "car market".