htmlOn October 8, Tesla held the 2021 Annual General Meeting of Shareholders. Tesla CEO Elon Musk attended the shareholders' meeting and shared with the public a series of achievements Tesla has made in the past year and its future strategic development plans.
At the conference, Musk revealed a lot of shocking information. Among them, it not only involves new measures to create hot products, reduce costs and increase efficiency... It even directly proposes the "small goal" to achieve sales of 20 million vehicles by 2030. It can be seen that with the holding of this conference, Musk's ambitions have finally officially announced the world.
Generally speaking, this shareholders' meeting allowed us to see more of Tesla's strategic development plans, and with the gradual advancement and implementation of these strategic plans of Tesla, Tesla's "catfish" is probably going to get fatter and fatter.
Musk set a "small goal"
Let's look at a set of data first. In the third quarter of this year, Tesla produced about 238,000 cars worldwide, and delivered more than 240,000 cars. The market estimates that Tesla's delivery volume this year will be between 890,000 and 900,000, nearly double the delivery volume of 500,000 last year.
Perhaps it was due to the impact of Tesla's continuous new car delivery volume in the past year, Musk revealed a "small goal" at the meeting. He said Tesla expects delivery volume to reach 20 million units by 2030.
Although Tesla's annual compound growth rate of delivery volume reached 71% in just 8 years, and has set a continuous delivery record in the past five quarters, compared with the "small goal" of 20 million vehicles, this is still a distant dream for Tesla. After all, no car brand has ever had such courage so far.
There are also good media to make a simple and rough calculation: According to the scale of Tesla's expected delivery of 800,000 vehicles this year, it is not an exaggeration to achieve the goal of annual sales of 20 million vehicles in 2030, and the average annual compound growth rate in the next nine years will reach 50%.
This also leaves people with a question: What does Tesla use to meet the sales of 20 million?
Continuously increasing the size of
In the face of external concerns, Musk did not seem to take it seriously. The reason is very simple, because Tesla really does not lack "hot products".
can be seen that in less than 4 years, the sales of Tesla Model 3 have surged from 0 to more than 120,000 vehicles per quarter, surpassing many popular BBA models and becoming the world's best-selling luxury car as "pure electric".
Now, what surpasses this achievement will be another popular model of Tesla - the Model Y.
Musk said: "With the joint production cooperation of the four Tesla super factories of Fremont, Shanghai, Texas and Berlin, Tesla Model Y is expected to break the record set by Model 3, and is expected to become the world's best-selling model by 2023, and next year it will be the world's highest annual sales revenue model, no doubt about it." In order to achieve this goal, the price of Model Y is continuing to drop. On July 8, the Tesla Model Y standard battery life version announced the latest subsidy price: 276,000 yuan, a decrease of about 70,000 yuan compared with the original, a decrease of 20%. This is also the first time that Tesla has sold the price of its pure electric SUV to less than 300,000 yuan.
It can be seen that under the support of the four major factories and the marketing strategy of increasing volume without price increase, Model Y has already overshadowed the glory of Model 3 and became the next hope.
Of course, to achieve a sales result of 20 million, Tesla must create more popular models, so that Tesla can have stronger confidence. To this end, Musk has confirmed that Tesla's next popular model will be the sedan "Model 2" positioned at $25,000.
Although it did not further clarify the mass production time, it can be foreseeable that this 160,000-yuan "Model 2" is really not far from the Chinese. After all, Musk is a person who pursues efficiency extremely.
In addition, when talking about other new car plans, Musk revealed that the electric pickup Cybertruck may be put into production next year and mass production in 2023, and the new Roadster will also be produced in 2023. He said that over time, Tesla will produce all mainstream models to enter every important automotive segment.
It is not difficult to imagine that more orders are still on the way.
Save money and don’t forget to generate revenue
In addition, Musk has also announced a "five-step plan" to reduce battery costs, that is, starting from the five major sectors of battery design, battery factory construction, positive electrode materials, negative electrode materials, and vehicle integration. Tesla will reduce battery composition costs by half and reduce overall capital expenditure by 2/3.
Let’s say it again, the launch of this “five-step plan” is also in line with Tesla’s usual development model. After all, reducing costs has always been something Tesla is doing.
The result is that Tesla's average transaction price has dropped from over US$58,000 in the first half of 2019 to less than US$50,000 in the first half of 2021. I believe that domestic consumers have a deep understanding of this, and it has also attracted many consumers to joke: it is most appropriate to buy Tesla and wait forever. How to say
? Musk is truly a shrewd "businessman". While reducing costs, don’t forget to make money.
At the conference, Musk announced the latest progress in FSD. He said that FSD Beta V10.2 will be officially pushed in North America the next day (October 9). In addition to users with full security scores, it will also be pushed to about 1,200 users. If the test is good, it will be pushed to users with a score of 99 or below.
Although we have not seen Tesla's fully autonomous driving FSD software have too much surprise in terms of revenue, based on Tesla's products and the general background of the technology industry, Musk has certain reasons for having hope for FSD.
In this regard, some institutions predict that purchases and subscriptions from FSD will be expected to bring Tesla a profit of US$102 billion by 2032. It can be seen that FSD is becoming the next business opportunity Tesla smells.
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