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eminemead

eminemead
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  • Tesla Guidance, Analyzing Model S Demand And Customer Deposits [View article]
    "35,000 in China - about the same as the Mercedes S Class, also a low estimate considering the Model S is much cheaper and attempting to establish itself as a more trustworthy brand with their pricing strategy."

    My first post here so hopefully I can offer some insight.
    I can't help laughing when I see projection like this about the potential Chinese market.
    People don't realize the biggest problem here is the unique urbanization status of China. People there do not have houses or garages that you can install a supercharger on. Seriously, I mean even for the target rich people segment. Some will have a mansion, but chances are they will buy much fancier car than Tesla.

    What about supercharging station? Have you been to Beijing or Shanghai? Do you have any idea what's the traffic like? And how much time it takes to charge your car if you are able to find a compatible station? Battery swap all the way? No...Not the intended way to operate for Tesla obv.

    Please enlighten me.

    Regards.

    Ian
    Feb 20, 2014. 08:50 PM | 3 Likes Like |Link to Comment
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