According to reference news, Tesla has maintained a very high dominant position in China' largest electric vehicle market for a long time, but from this year, some analysts believe that Tesla may face increasing pressure in China, and as for the source of pressure, it is from China's electric vehicle start-ups.
Elon Musk, CEO of Tesla Motors, has said that in 2022, Tesla will not launch any new models in order to focus on solving various problems caused by the supply chain. Although Musk told the truth, it made his customers and investors feel different, and Tesla's market value evaporated by $100 billion in one day. Maybe Musk is now remorseful, because the price of telling the truth is too high.
Now in the Chinese market, Tesla's changes may give Chinese electric vehicle manufacturers an excellent opportunity to catch up with Tesla. In particular, New York-listed WEILAI, Xiaopeng and Ideal Automobile, these three local Chinese start-ups. Chinese electric vehicle brands are stepping up the development of new models, so that tesla in the Chinese market left a gap, there are new companies to fill. In this way, Tesla's position in the Chinese market will also be shaken.
Of course, although there are voices jokingly said that Musk has "helped a lot" to Chinese companies, but the actual situation is certainly not the case, as a leading enterprise in the electric vehicle industry, Musk naturally hopes to win more market demand, but while moving forward, it is also necessary to stabilize the operation plan of each step. For Chinese car companies to catch up, it is naturally normal industry competition. Some analysts believe that chinese companies have to overcome many challenges before catching up with Tesla's position. The first is the shortage of semiconductor chips, which will make the market demand for new energy vehicles drop significantly. The second is to make customers pay less attention to Tesla models, so that they can pay more attention to their models. Finally and most importantly, the capital investment may be more than before, after all, filling the gap in the market is the need for real products, so the development of new models, hoarding more parts, etc., all need these Chinese car companies to have sufficient financial support.
In fact, many car manufacturers around the world are now caught in the crisis of supply chain disruption, Tesla is so, and Chinese electric vehicle manufacturers are also under certain pressure, so the most important thing to solve at present is the chip shortage problem, which is a big deal for the development of the company, otherwise the foundation cannot be stable, and it makes no sense to achieve a high position in the market.