Some people think that if they surpass Tesla in sales, they can beat Musk, which I personally think is a ridiculous thing.
Regardless of industry distribution and profitability, if we interpret the superficial data of a business only in terms of sales, it will not stand up to scrutiny. The level of industrial layout of enterprises is the core key.
In 2021, Tesla sold 930,000 new cars in the global market, but it has a super-first-line market value in the automotive field, comparable to many established car companies. The question is, don't Wall Street tycoons know that the 930,000 vehicles sold less than a tenth of Toyota's sales? Why invest so much in Tesla?
Ark Investment released an expected report on Tesla on April 15. There are several core points that need to be explained that can solve many people's doubts.
Tesla's self-driving network is the core growth point of the future. According to data simulations, by 2026, Tesla's car sales revenue may drop to about 57% of total revenue Robotaxi business will reach 34%, and insurance revenue will reach about 3%.
With the increase in sales in the new car market and the continuous sharing of costs, Tesla's bicycle price will fall from $50,000 now to $30,000 in 2026, which will be a huge drop
Due to the increase in car sales, the profitability of the software will also be greatly improved. In 2026, Tesla will get a very good return, that is, the revenue of the self-driving network will reach $100 billion
Many people here understand that the essence of selling cars is simply selling operators. Only if more people own Tesla, Musk can equip these models with autopilot assist systems and sell the software to more people
You think Tesla is selling new energy vehicles, but they're actually selling software.
Based on Tesla's current sales, the model 3 is priced at about $270,000, compared to a previously estimated gross profit of about 20 percent. Even if it is about 50,000 yuan, the profit from selling a car cannot reach 50,000 yuan. However, the price of the enhanced driver assistance system is already 33,000, and the price of the fully automated driving assistance system is 64,000
The revenue of the software completely exceeds the revenue of selling the car itself, don't forget that Tesla has deployed a large number of charging network systems in the Chinese market, and this charging network system has been opened overseas, and it is only a matter of time before the domestic opening up is open. In other words, every step of the layout pays off, and many businesses are still limited to selling cars to make money, or pride themselves on selling more than Tesla, but in the real high-end software space, there are several companies that can be like Tesla
ideal? NIO? Or BYD? Obviously, in terms of software sales, the software development capabilities of these companies are almost zero, basically outsourced, so no consumer is willing to spend money to choose their software services.
In Tesla's view, in this industry, the first idea to make money must be software, followed by high-end chips, followed by basic manufacturing, and selling cars only accounts for market share. After letting more people know about Tesla, the core is to use Tesla's supercharger pile and purchase software to promote the development of high-precision chips and software
Chinese companies are also aware of this development path. The problem is that our software, chips, and technical constraints can't make for a better track like Tesla's. Perhaps this is one of the important reasons why Tesla's sales of electric vehicles are so high.