is often criticized for "changing soup but not changing medicine", Apple's new product launch conferences can always attract widespread attention. The reason is that as the pioneer and leader of touch screen smartphones, it has always stood at the forefront of the development of the times; the computers, tablets and smart wearable devices derived from this have also become industry benchmarks in their respective fields.
From a certain perspective, in the automotive field, Tesla has similar effects to Apple. Of course, although Tesla is not the first brand to launch a pure electric vehicle, its significant advantages in battery management, driving assistance and other fields are already obvious to all. Not only that, Tesla is also actively expanding its product sequence. Although the launch time of electric pickup Cybertruck has been pushed forward again and again, according to the latest news released by Musk, Tesla's electric truck Semi has officially started production and will be delivered first on December 1 this year.
If we look at the market size alone, the sales potential of truck trailers is far less than that of passenger car markets facing household demand. However, in terms of market structure, the current mid-to-high-end truck trailers market is still firmly held by brands such as Mercedes-Benz , Volvo , Scania , and can take the lead in occupying the high ground in the electric truck market, which is expected to "grow wings" in Tesla's development. So, what is the product strength of Tesla Semi?
According to the official information, the entire vehicle not only has a strong power reserve of 0-96km/h acceleration capacity within 20 seconds when loading 36 tons of cargo, but also can achieve a range of up to 500 miles (over 800 kilometers), greatly expanding the transportation range and improving transportation efficiency. At the same time, the entire vehicle also has Tesla's driving assistance functions, which has obvious advantages over traditional fuel trucks in terms of reducing driving intensity and improving travel safety.
Of course, just as pure electric cars encounter various difficulties during the National Day holiday, there are still many uncertainties in the actual purchase and use of Tesla Semi. According to official data, the vehicle consumes less than 2kWh of power per mile. Based on the battery life performance, its battery capacity is about 1000kWh. In order to quickly meet the charging needs of large-capacity battery packs, Tesla provides Semi with exclusive Megachargers charging piles, but this also limits that electric trucks should be driven only on specified routes.
In addition, depending on the range, Semi previously announced the price of US$150,000 (300 miles) and US$180,000 (500 miles), which is approximately RMB 1.06 million to RMB 1.28 million; but the price of battery raw materials is rising now, which may make it difficult to achieve this price. If calculated based on the battery capacity of 1000kWh and the battery cost is about 1200 yuan/kWh, the battery cost of the Semi long-range version model alone reaches 1.2 million yuan, and the price of the whole vehicle is destined to be higher, which is difficult for ordinary people to bear. Faced with the saved fuel costs and the high entry threshold, what will most users choose?
Putting aside Tesla Semi itself, there will be many difficulties in the development of electric trucks. First of all, going uphill will increase power consumption, while low temperatures will cause battery life to decline. These bottlenecks that are common in the eyes of family car users will bring exponential difficulties during truck transportation. Secondly, even in the domestic market where pure electric infrastructure is developing rapidly, charging piles are still in short supply in some service areas during the holidays, which will also bring many inconveniences for huge electric trucks.
Conclusion : It is worth mentioning that in addition to Tesla Semi, at the 2022 Hannover IAA transportation exhibition held in September this year, Daimler also brought the latest developed pure electric medium and medium trucks models, and it is not difficult to see that it has both concerns about Tesla's encroachment on the market and the outlook for the market to be the first to plan. The arrival and development speed of the pure electric vehicles may come faster than we imagined.
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