In a sense, Tesla is not only the "card" enterprise in the field of new energy vehicles in the United States, but also the "only seedling" in the United States. Ford, General Motors and other old American car companies are also unsatisfactory in the transformation of new energy vehicles.
Tesla has been the world's largest car company in terms of shipments for a long time, and Musk, the founder of Tesla, has also become the richest man in the United States with Tesla's growing revenue and market value. However, what people didn't expect is that Tesla, which once had unlimited scenery in the field of new energy vehicles, has now announced a layoff plan.
Just recently, Tesla released an all-staff email that it would cut about 10% of its workforce worldwide. The most important thing is that, according to the information revealed by some foreign media, Tesla's layoff rate in the United States headquarters is even higher, and may even reach 20%, and it has also postponed the performance of some middle and senior employees at the headquarters.
Judging from the information revealed by Tesla, Tesla now has a total of 140,000 employees worldwide, which means that 10% of the layoffs will have a scale of 14,000.
If Tesla's layoffs are due to the gradual slowdown in the growth of the new energy vehicle market, Tesla will have to reduce production capacity to a certain extent and cut its spending budget. So judging from the delay in the performance payment of some employees, it seems that it is not so simple, and Tesla may now face a shortage of funds.
In fact, judging from the data released by Tesla, in the first quarter of 2024, due to the lack of parts supply from Chinese companies for one month, Tesla's total deliveries directly decreased by 8.5%, and the actual delivery volume has not yet reached the minimum standard.
Previously, the United States had restricted the entry of Chinese new energy vehicles into the American market, and even required a detailed inspection of every component. The U.S. move was intended to set up trade protection barriers to prevent Chinese electric vehicles from expanding their market size after entering the U.S. market.
In addition to a series of bans on Chinese companies, the United States also imposed tenfold punitive tariffs on Chinese electric vehicles in 2022, which means that the cost of Chinese electric vehicles entering the American market will directly double. This has had a significant impact on the price advantage of Chinese companies.
In fact, the U.S. move has indeed succeeded, with Chinese new energy vehicle manufacturer BYD announcing its abandonment of the U.S. market, and BYD's vice president making it clear in an interview that the U.S. market is too complicated. In fact, BYD is not the only Chinese company planning to leave the US market, and other car companies and supply chain manufacturers have also shifted their development target markets from the United States to Latin America.
Tesla began to feel uncomfortable all of a sudden, after all, more than 60% of Tesla's parts are shipped from Chinese companies. Now not only Chinese electric vehicle manufacturers have begun to withdraw, but also parts manufacturers have begun to withdraw, which has also led to problems in Tesla's parts supply chain.
There is a lack of relevant parts supply chain manufacturers in the United States, which also makes Tesla very uncomfortable now. Not only that, but in 2024, a number of Chinese car companies will begin to cut prices on a large scale, and in order to maintain their share of the Chinese market, Tesla can only choose to follow suit.
There are problems in production capacity and industrial chain, price reductions have led to a reduction in profit margins, and the intelligence that has always maintained its advantages has gradually caught up. It is not surprising that Tesla is facing this dilemma today, and if strictly speaking, a large part of Tesla's situation today is caused by the United States.
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