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According to a number of media reports, on the afternoon of April 15, Tesla CEO Elon Musk issued an all-staff letter, announcing that Tesla would lay off 10% of its global workforce.
In the all-staff letter, Musk said that for the next stage of Tesla's development, it is extremely important for the company to reduce costs and increase efficiency. After reviewing the organization, he made the difficult decision to reduce costs and increase efficiency by cutting at least 10% of its workforce globally.
Musk said there is nothing he hates more than layoffs, but he has to. Layoffs will enable the company to be more lean, more innovative, and ready for the next growth cycle.
It is understood that Tesla currently has more than 140,000 employees worldwide, and according to the proportion of 10% layoffs, it means that the number of Tesla layoffs will reach 14,000. As of press time, it is unclear how many employees in China will be affected by the layoffs.
As for the reason for Tesla's global layoffs, industry insiders said that it may be related to the decline in deliveries in the first quarter of 2024.
On April 2, Eastern time, Tesla announced its production and sales data for the first quarter of 2024. According to the data, during the reporting period, Tesla delivered a total of 386,810 vehicles, down 8.5% year-on-year and 20.2% from the fourth quarter of last year, hitting a new low in the past five quarters, and it is also the first time that Tesla has fallen below 400,000 units since the third quarter of 2022. Among them, Tesla produced a total of 412,000 Model 3 and Model Y, and delivered a total of 369,000 units. Industry sources said Tesla's first-quarter deliveries were well below even the most pessimistic analysts' expectations. Or affected by the delivery data, Tesla's stock price fell 4.9% on the same day, and its market value evaporated by 27.36 billion US dollars (about 198 billion yuan).
As for the reasons for the decline in sales in the first quarter of this year, Tesla officials said that it was mainly due to the fact that the Fremont factory in California was in the stage of capacity ramp-up, the shortage of parts transportation caused by the situation in the Red Sea, which affected the production of some vehicles in the Berlin factory, and Tesla's German factory was forced to cut off power and stop production again.
At present, Tesla's global sales include Model 3, Model Y, Model S and Model X, a total of four models, of which Model Y is Tesla's first domestically produced SUV model, and it is also an important source of sales for Tesla in the Chinese market. Retail data shows that from January to March this year, Tesla sold 132,420 vehicles in China, of which 100366 Model Y, accounting for 75.79% of total sales, while Model 3 was 32,054 units.
In fact, in the past year, Tesla's global performance has also been very average. In 2023, Tesla's annual deliveries will increase by 38% year-on-year to 1,808,600 units, completing Tesla's annual sales target of 1.8 million units. It should be noted that although Tesla has successfully completed its sales target in 2023, it is also inseparable from the sacrifice of profit for price. Tesla's financial report shows that Tesla's annual operating income in 2023 will be 96.77 billion US dollars, up 19% year-on-year, and its annual net profit will be 14.997 billion US dollars, a year-on-year increase of 19%, and Tesla's gross profit margin in 2023 will be 18.2%, down 7.35% from 2022. The reason for the decline in gross profit margin is related to Tesla's price cuts in the United States, Europe, China and other markets, among which, Tesla's gross profit margin fell to 17.6% in the fourth quarter of 2023, the lowest level since 2019.
On April 1, Tesla China announced that the price of the domestically produced Model Y would be raised by 5,000 yuan. After the price adjustment, the price of the Model Y is CNY 263,900, the Model Y long-range version is CNY 304,900, and the Model Y high-performance version is CNY 368,900. At the same time, the previous 8,000 yuan car insurance subsidy policy and the maximum 10,000 yuan car paint reduction policy will also expire on March 31. Based on this calculation, including insurance subsidies, the actual price increase of the Model Y is as high as 23,000 yuan.
Industry insiders pointed out that after entering 2024, Tesla's high-frequency price adjustment may mean that it is facing greater growth pressure. For this year's sales forecast, Tesla also released red flags. Previously, Tesla had warned that the growth rate of cars in 2024 will be "likely significantly slower" than in 2023.
Article source: New Evening News, Jimu News, thank you