On March 22, the Financial Associated Press reported that Tesla's Berlin Gigafactory will officially open on March 22, local time, and the first batch of German-made Model Y will begin to be delivered.
Regarding the Berlin Gigafactory, Xiao Lei is most concerned about the speed of the plant's capacity ramping. Musk said it takes more time to achieve mass production than it takes to build a factory, even if it is a rapid shanghai factory. It will take a long time for the Berlin plant to meet the needs of the European market.
The Berlin factory is not yet fully formed, and the Shanghai factory will continue to serve as an export center. At present, Tesla pursues the strategy of exporting a large number of foreign countries at the beginning of the quarter and delivering a large number of domestic goods at the end of the quarter, and the monthly delivery data in China will change very much, which will continue for a long time.
In the next six months and about half a year, the capacity of the Shanghai gigafactory will be exported to Europe in large quantities. During this time period, Chinese consumers will pick up their cars more slowly. In May this year, the expansion of the Shanghai Gigafactory will be completed, and with the continuous climbing capacity of the Berlin plant, the pressure on the Shanghai Gigafactory will be much less, and Chinese consumers will pick up the car much faster.
(Source: Tesla official website)
Of the models produced at the Berlin Gigafactory, perhaps the most important is the Model Y. European consumers prefer to control a well-controlled model. Taking Mazda as an example, Mazda has always paid attention to the driver's handling experience, so it is more inclined to move the driver's seat backwards so that the vehicle reaches a counterweight of 50:50 in front and rear. This allows the vehicle to maintain a better handling experience. Mazda's sales in Europe are good, the Model Y's handling experience is also good, and the Model Y is expected to continue to sell well in Europe.
Tesla currently does not have too many opponents in Europe, Mercedes-Benz, Volkswagen and other car companies are also promoting electrification, but the product strength of its trams is not so high for the time being, and the level of assisted driving software is not comparable to Tesla. The advantage of Mercedes-Benz is mainly in the interior design, while Volkswagen is deeply rooted in the European market, which is quite familiar with this market and can launch models that are very suitable for the local people. However, the competition of future cars is mainly in intelligence, and it is necessary for these two companies to vigorously improve the level of software in order to continue to compete with Tesla in the tram market.