If you talk about the most popular industry at present, many friends may think of new energy vehicles. Indeed, at present, new energy vehicles have become the absolute mainstream in the global automotive market, and there is a trend to replace traditional fuel vehicles. In this case, the development potential of the new energy vehicle market is undoubtedly huge, and it also attracts more and more enterprises to enter.
Although the competition in the new energy vehicle market is becoming more and more fierce, the position of the global new energy vehicle hegemony has always been occupied by Tesla. As one of the first companies to enter this industry, Tesla has been loved by many consumers with its performance, appearance and other factors. In 2021, Tesla's market value also successfully exceeded the trillion-dollar mark, becoming the first car company to achieve this achievement.
It should be noted that Tesla recently issued a statement saying that the problem of supply chain bottlenecks will run through 2022, and it is not expected that new models will be launched this year. Affected by this, Tesla's stock price and market value have plummeted. As of the close of trading on Feb. 2, Tesla's latest market capitalization was $935.222 billion.
Although Tesla's market value has fallen significantly today, its position as the global hegemon of new energy vehicles is still unshakable. Because from last year's shipment data, Tesla is still very strong.
According to a recently released statistic, Tesla's total car deliveries in 2021 reached 936,200 units, an increase of nearly 90% year-on-year. With such eye-catching data, Tesla won the 2021 global new energy vehicle sales championship, and there is basically no suspense.
The reason why Tesla can continue to lead the global new energy vehicle market is that the help from the Chinese and American markets is the most critical.
As Tesla's local market, the US market is naturally one of Tesla's key markets. At present, Tesla is also the dominant player in the US new energy vehicle market, with a monopoly of about 69% of the market share. However, many people believe that this is mainly because there is no competitive new energy vehicle company in the United States, and the country's traditional car companies have just begun to work in the new energy vehicle sector, and they cannot catch up with Tesla in a short period of time.
In the mainland's new energy vehicle market, Tesla's performance is equally strong. As early as the first half of 2020, Tesla reached the top of the mainland new energy vehicle market with a market share of 21.4%. With the accelerated rise of domestic new energy vehicle companies such as BYD in recent years, some situations have been pulled back.
The stronger the stronger, it is reasonable to say that Tesla's strong performance today, all parties should be very optimistic about its future development, but the truth is just the opposite.
Recently, bank of America released a forecast data that tesla's share of the U.S. car market will continue to decline in the next few years, and it is expected that by 2024, Tesla's share will fall to about 50%, equivalent to a decline of 19%.
The reason why bank of America made this prediction is that it believes that from 2022, there will be more and more new energy vehicle products on the market, which will pose a great threat to Tesla's dominance. Nowadays, not only many new energy vehicle companies have accelerated their rise, but also traditional car companies have joined the competition with excellent products.
Based on this, Bank of America believes that Tesla will usher in greater challenges in the US domestic auto market starting this year. Coupled with the fact that Tesla is affected by supply-side problems, the progress of new model releases has slowed down significantly, so its market share may inevitably be divided.
Compared with Tesla, the Bank of America is more optimistic about ford, GM and other strong old traditional car companies. In the increasingly competitive new energy vehicle market, whether Tesla can continue to maintain its advantage has become an unknown.
However, I believe that Tesla itself must have realized the current problems and situations, and if you want to consolidate your dominant position, Tesla must solve the obstacles on the supply side as soon as possible and release new models to attract consumers.
What do you think about this? Feel free to leave a comment below to discuss.