Το thread της Tesla

[QuantumWanderer]

«Αποκλειστικά» στην αγορά δεν υπάρχουν πουθενά.

Υπάρχουν πολλαπλοί λόγοι με διαφορετικούς συντελεστές βαρύτητας.

Η Tesla είχε αρχίσει να δέχεται πιέσεις σε διάφορες αγορές πολύ πριν τα καραγκιοζιλίκια του Musk, λόγω ανταγωνισμού με κατασκευαστές που είχαν αρχίσει να ανεβάζουν επίπεδο στα ηλεκτρικά με ταχείς ρυθμούς.

Τα καραγκιοζιλίκια απλά πρόσθεσαν στο «γλυκό».

[Επισκέπτης]

 

Ρομποταξί στο Όστιν, Τέξας.

[Επισκέπτης]

 

[QuantumWanderer]

Καλά θα πάει κι αυτό.

 

[mike15]

απροτι δεν ειμαι φαν του μοντελου ,σημερα σε εμπορικο,πρωι που ολοι πηγαιναν θαλασσα,ειχε 7 αυτοκινητα μονο σε ενα τομεα παρκινγκ 

απο αυτα 5 τεσλα να φορτιζουν ,4 με ξενες πινακιδες.

[QuantumWanderer]

https://www.drive.gr/news/agora/tesla-neo-katastima-sti-glyfada-kai-megalyteri-epektasi-stin-elliniki-agora

Νέο κατάστημα στην Αθήνα, αναφορά σε νέους ταχυφορτιστές ανά την επικράτεια ...

... αλλά απόλυτη σιωπή για την κάθετη μονάδα που «ανοίγει» εδώ και 2 χρόνια στη Θεσσαλονίκη. 🤣

[QuantumWanderer]

Γιατί φίλοι αφήνετε το θέμα να χάνεται στο βάθος του φόρουμ, μετά από τέτοιες δόξες, και στεναχωρείτε τον Έλον; 🤓

[coyote2]

Τι να πούμε; Υπάρχει κάποιο πρόβλημα;

[sattack]

Τι να πούμε? Εμείς κάνουμε μπάνια και το Tesla μας παρκαρισμένο στο αεροδρόμιο με Sentry OFF και Cabin heat protection ΟFF χάνει 1% μπαταρία κάθε 3-4 μέρες. Οπότε θα το βρούμε γεμάτο όταν γυρίσουμε για να συνεχίσουμε με άψογα αθόρυβα απροβλημάτιστα αβάδιστα ηλεκτρικά χιλιόμετρα. 😉

 

Το δε άλλο Τesla παρκαρισμένο στο σπίτι, έχει πάρει εν τω μεταξυ 2-3 αναβαθμίσεις software από το wifi του σπιτιού, όσο εμείς κάνουμε τα μπάνια μας. Ούτε τα iphone δεν παίρνουν τόσο συχνά αναβαθμίσεις software.

Επίσης, είτε με premium connectivity, (είτε και χωρίς premium connectivity αν έχεις τη λειτουργία Summon από Enhanced Autopilot ή από το FSD), μπορείς να βλέπεις live τις κάμερες του παρκαρισμένου στο σπίτι, ώστε να βλέπεις γύρω γύρω οτι όλα βαίνουν καλώς στο σπίτι σου. 😉 

Καλά και ξέγνοιαστα μπάνια για τους κατόχους Tesla. 😀

Επεξ/σία Πέμπτη στις 05:40 μμ από sattack

[QuantumWanderer]

Χαίρομαι για την απόλαυση. 

Απλά είπα να μη θαφτεί το θέμα και να μαθαίνουμε πώς πάνε τα μοντέλα και η εταιρεία.

[QuantumWanderer]

Πτώση πωλήσεων.

https://www.autotriti.gr/data/news/preview_news/Katarreei-h-Tesla-sthn-Eyrwph-poia-kinezikh-marka-kseperase_276164.asp

[Jiakometi]

Μπα… 

Απλώς κάποιους τους βολεύει να συγκρίνουν μήλα με πορτοκάλια 

Ειδικά το συγκεκριμένο έντυπο που είναι η «επιτομή» της δημοσιογραφίας…. 

Στα BEV η Tesla είναι πρώτη παγκοσμίως το πρώτο εξάμηνο του 2025. 
Η BYD έχει μεγαλύτερα συνολικά έσοδα λόγω των πωλήσεων σε άλλα segments στα οποία η Tesla δεν έχει παρουσία … Οπότε οι συνολικές πωλήσεις δεν είναι συγκρίσιμες…

Όλοι οι υπόλοιποι έπονται ….

 

Αυτά  τα «καταρέει η Tesla”  μου θυμίζουν τις πρώτες 100 σελίδες αυτού του νήματος με τις ρηξικελευτες απόψεις διαφόρων «ειδημόνων» εδώ που βέβαια όλοι πήγαν κουβά. Πολλοί άλλαξαν και nickname 

 

 

Isolating BYD’s battery electric vehicle (BEV) revenue from its plug-in hybrid electric vehicle (PHEV) revenue for the first half of 2025 and comparing it to Tesla’s revenue requires combining sales volume data, estimated average selling prices, and financial reports. Since exact revenue breakdowns for BEVs and PHEVs in H1 2025 are not fully detailed in the provided sources, I’ll use available data to estimate and compare. Here’s the detailed analysis:

BYD Revenue Breakdown (H1 2025)

BYD sold 2,146,064 New Energy Vehicles (NEVs) in the first half of 2025, comprising both BEVs and PHEVs. Specifically:

•  BEV Sales: 1,056,064 units.

•  PHEV Sales: The remaining 1,089,000 units (2,146,064 total NEVs minus 1,056,064 BEVs).

Estimating BYD BEV Revenue

•  Sales Volume: 1,056,064 BEVs.

•  Average Selling Price (ASP): BYD’s BEVs, such as the Seagull and Dolphin, are priced competitively, especially in China. The Seagull starts at around $10,000–$12,000, while mid-range models like the Atto 3 and Seal are approximately $25,000–$35,000. Assuming a weighted ASP of $25,000 for BEVs (accounting for a mix of budget and mid-range models, with China’s lower price points), the revenue is:

•  1,056,064 × $25,000 = $26.4 billion.

•  Considerations: BYD’s ASP varies by market (higher in Europe due to tariffs and lower in China). The $25,000 estimate aligns with China’s market, where 91% of BYD’s sales occur, and accounts for models like the Song and Qin Plus BEVs.

Estimating BYD PHEV Revenue

•  Sales Volume: 1,089,000 PHEVs.

•  Average Selling Price (ASP): PHEVs like the BYD Song Plus and Qin Plus DM-i are priced slightly higher than BEVs in China due to hybrid technology complexity, ranging from $20,000–$40,000. Assuming a weighted ASP of $30,000 (reflecting models like the Song Pro DM-i and premium PHEVs like the Seal 06 DM-i), the revenue is:

•  1,089,000 × $30,000 = $32.7 billion.

•  Considerations: PHEVs accounted for 57.8% of BYD’s NEV sales in Q1 2025 but dropped to 46.2% in Q2 as BEV sales surged. The higher ASP reflects the premium on hybrid models and export markets like Australia and Brazil, where PHEVs face fewer tariffs.

Total BYD NEV Revenue (H1 2025)

•  BEV Revenue: ~$26.4 billion.

•  PHEV Revenue: ~$32.7 billion.

•  Total NEV Revenue: $26.4 billion + $32.7 billion = $59.1 billion.

•  Q1 2025 Revenue Confirmation: BYD reported 170.4 billion RMB (~$23.5 billion USD) in Q1 2025 for all operations, with NEVs being the primary driver. Extrapolating to H1, assuming similar growth, aligns with the $59.1 billion estimate for NEVs alone, though this includes some commercial vehicle sales (14,706 units, a small fraction).

Tesla Revenue (H1 2025)

Tesla sold 720,803 BEVs in H1 2025. Since Tesla only produces BEVs, all revenue is attributed to this category.

•  Sales Volume: 720,803 BEVs.

•  Average Selling Price (ASP): In the U.S., Tesla’s ASP was $57,734 in May 2025. Globally, prices are lower (e.g., Model 3/Y in China at ~$35,000–$45,000 due to competition). Assuming a global ASP of $50,000 (balancing U.S. premium and China/Europe discounts), the revenue is:

•  720,803 × $50,000 = $36.0 billion.

•  Considerations: Tesla’s revenue includes automotive sales and other segments (e.g., energy storage). In 2024, Tesla’s total revenue was $97.7 billion, with automotive revenue at $77.1 billion. For H1 2025, the $36.0 billion estimate aligns with a reported trailing 12-month revenue of $95.7 billion, suggesting automotive revenue remains the dominant component.

Comparison

•  BYD BEV Revenue: ~$26.4 billion (1,056,064 units × $25,000).

•  BYD PHEV Revenue: ~$32.7 billion (1,089,000 units × $30,000).

•  Tesla BEV Revenue: ~$36.0 billion (720,803 units × $50,000).

•  Total BYD NEV Revenue: ~$59.1 billion (BEV + PHEV).

•  Key Insights:

•  BEV Revenue: Tesla’s BEV revenue ($36.0 billion) exceeds BYD’s BEV revenue ($26.4 billion) despite lower sales volume, due to Tesla’s higher ASP ($50,000 vs. $25,000). Tesla’s premium pricing and stronger presence in high-margin markets like the U.S. and Europe drive this advantage.

•  Total NEV Revenue: BYD’s combined BEV and PHEV revenue ($59.1 billion) significantly surpasses Tesla’s BEV revenue ($36.0 billion), reflecting BYD’s massive sales volume (2.1 million vs. 720,803 units).

•  Market Dynamics: BYD’s lower ASP and vertical integration (e.g., in-house Blade Batteries) allow it to compete on volume, especially in China, where it holds a 29.7% NEV market share. Tesla’s higher ASP reflects its luxury positioning but limits volume, with a 12.6% global BEV market share in Q1 2025 vs. BYD’s 15.4%.

•  PHEV Impact: BYD’s PHEV sales contribute significantly to its revenue lead, but its BEV sales alone are not enough to surpass Tesla’s BEV revenue due to pricing differences.

Notes and Caveats

•  Data Gaps: Exact ASPs for BYD’s BEVs and PHEVs in H1 2025 vary by model and market, and the estimates ($25,000 for BEVs, $30,000 for PHEVs) are based on 2024–2025 pricing trends from sources like CleanTechnica and JATO Dynamics. Tesla’s ASP is more reliable due to U.S. data but may be lower in China.

•  Other Revenue: BYD’s revenue includes commercial vehicles and battery sales to third parties (e.g., Tesla), which may inflate total figures slightly. Tesla’s revenue includes energy storage (9.6 GWh in Q2 2025), but automotive sales dominate.

•  Market Trends: BYD’s BEV sales surged in Q2 2025 (53.8% of NEV sales vs. 42.2% in Q1), indicating a shift toward BEVs, which may narrow the revenue gap with Tesla in future quarters. Tesla’s sales declined 13% in Q1 2025, but Q2 showed recovery.

Conclusion

In H1 2025, Tesla leads in BEV revenue with ~$36.0 billion compared to BYD’s ~$26.4 billion, driven by higher ASPs despite lower sales volume. However, BYD’s total NEV revenue (~$59.1 billion, including $32.7 billion from PHEVs) far exceeds Tesla’s, due to its massive sales volume and dual BEV/PHEV strategy. If you’d like me to refine these estimates with specific model prices or additional data (e.g., BYD’s Q2 financials or Tesla’s regional sales), or if you want a chart visualizing this comparison, let me know!

[Ntinaras]

2 λεπτά πριν, Jiakometi είπε

Μπα… 

Απλώς κάποιους τους βολεύει να συγκρίνουν μήλα με πορτοκάλια 

Ειδικά το συγκεκριμένο έντυπο που είναι η «επιτομή» της δημοσιογραφίας…. 

Στα BEV η Tesla είναι πρώτη παγκοσμίως το πρώτο εξάμηνο του 2025. 
Η BYD έχει μεγαλύτερα συνολικά έσοδα λόγω των πωλήσεων σε άλλα segments στα οποία η Tesla δεν έχει παρουσία … Οπότε οι συνολικές πωλήσεις δεν είναι συγκρίσιμες…

Όλοι οι υπόλοιποι έπονται ….

Αυτά  τα «καταρέει η Tesla”  μου θυμίζουν τις πρώτες 100 σελίδες αυτού του νήματος με τις ρηξικελευτες απόψεις διαφόρων «ειδημόνων» εδώ που βέβαια όλοι πήγαν κουβά. Πολλοί άλλαξαν και nickname 

Isolating BYD’s battery electric vehicle (BEV) revenue from its plug-in hybrid electric vehicle (PHEV) revenue for the first half of 2025 and comparing it to Tesla’s revenue requires combining sales volume data, estimated average selling prices, and financial reports. Since exact revenue breakdowns for BEVs and PHEVs in H1 2025 are not fully detailed in the provided sources, I’ll use available data to estimate and compare. Here’s the detailed analysis:

BYD Revenue Breakdown (H1 2025)

BYD sold 2,146,064 New Energy Vehicles (NEVs) in the first half of 2025, comprising both BEVs and PHEVs. Specifically:

•  BEV Sales: 1,056,064 units.

•  PHEV Sales: The remaining 1,089,000 units (2,146,064 total NEVs minus 1,056,064 BEVs).

Estimating BYD BEV Revenue

•  Sales Volume: 1,056,064 BEVs.

•  Average Selling Price (ASP): BYD’s BEVs, such as the Seagull and Dolphin, are priced competitively, especially in China. The Seagull starts at around $10,000–$12,000, while mid-range models like the Atto 3 and Seal are approximately $25,000–$35,000. Assuming a weighted ASP of $25,000 for BEVs (accounting for a mix of budget and mid-range models, with China’s lower price points), the revenue is:

•  1,056,064 × $25,000 = $26.4 billion.

•  Considerations: BYD’s ASP varies by market (higher in Europe due to tariffs and lower in China). The $25,000 estimate aligns with China’s market, where 91% of BYD’s sales occur, and accounts for models like the Song and Qin Plus BEVs.

Estimating BYD PHEV Revenue

•  Sales Volume: 1,089,000 PHEVs.

•  Average Selling Price (ASP): PHEVs like the BYD Song Plus and Qin Plus DM-i are priced slightly higher than BEVs in China due to hybrid technology complexity, ranging from $20,000–$40,000. Assuming a weighted ASP of $30,000 (reflecting models like the Song Pro DM-i and premium PHEVs like the Seal 06 DM-i), the revenue is:

•  1,089,000 × $30,000 = $32.7 billion.

•  Considerations: PHEVs accounted for 57.8% of BYD’s NEV sales in Q1 2025 but dropped to 46.2% in Q2 as BEV sales surged. The higher ASP reflects the premium on hybrid models and export markets like Australia and Brazil, where PHEVs face fewer tariffs.

Total BYD NEV Revenue (H1 2025)

•  BEV Revenue: ~$26.4 billion.

•  PHEV Revenue: ~$32.7 billion.

•  Total NEV Revenue: $26.4 billion + $32.7 billion = $59.1 billion.

•  Q1 2025 Revenue Confirmation: BYD reported 170.4 billion RMB (~$23.5 billion USD) in Q1 2025 for all operations, with NEVs being the primary driver. Extrapolating to H1, assuming similar growth, aligns with the $59.1 billion estimate for NEVs alone, though this includes some commercial vehicle sales (14,706 units, a small fraction).

Tesla Revenue (H1 2025)

Tesla sold 720,803 BEVs in H1 2025. Since Tesla only produces BEVs, all revenue is attributed to this category.

•  Sales Volume: 720,803 BEVs.

•  Average Selling Price (ASP): In the U.S., Tesla’s ASP was $57,734 in May 2025. Globally, prices are lower (e.g., Model 3/Y in China at ~$35,000–$45,000 due to competition). Assuming a global ASP of $50,000 (balancing U.S. premium and China/Europe discounts), the revenue is:

•  720,803 × $50,000 = $36.0 billion.

•  Considerations: Tesla’s revenue includes automotive sales and other segments (e.g., energy storage). In 2024, Tesla’s total revenue was $97.7 billion, with automotive revenue at $77.1 billion. For H1 2025, the $36.0 billion estimate aligns with a reported trailing 12-month revenue of $95.7 billion, suggesting automotive revenue remains the dominant component.

Comparison

•  BYD BEV Revenue: ~$26.4 billion (1,056,064 units × $25,000).

•  BYD PHEV Revenue: ~$32.7 billion (1,089,000 units × $30,000).

•  Tesla BEV Revenue: ~$36.0 billion (720,803 units × $50,000).

•  Total BYD NEV Revenue: ~$59.1 billion (BEV + PHEV).

•  Key Insights:

•  BEV Revenue: Tesla’s BEV revenue ($36.0 billion) exceeds BYD’s BEV revenue ($26.4 billion) despite lower sales volume, due to Tesla’s higher ASP ($50,000 vs. $25,000). Tesla’s premium pricing and stronger presence in high-margin markets like the U.S. and Europe drive this advantage.

•  Total NEV Revenue: BYD’s combined BEV and PHEV revenue ($59.1 billion) significantly surpasses Tesla’s BEV revenue ($36.0 billion), reflecting BYD’s massive sales volume (2.1 million vs. 720,803 units).

•  Market Dynamics: BYD’s lower ASP and vertical integration (e.g., in-house Blade Batteries) allow it to compete on volume, especially in China, where it holds a 29.7% NEV market share. Tesla’s higher ASP reflects its luxury positioning but limits volume, with a 12.6% global BEV market share in Q1 2025 vs. BYD’s 15.4%.

•  PHEV Impact: BYD’s PHEV sales contribute significantly to its revenue lead, but its BEV sales alone are not enough to surpass Tesla’s BEV revenue due to pricing differences.

Notes and Caveats

•  Data Gaps: Exact ASPs for BYD’s BEVs and PHEVs in H1 2025 vary by model and market, and the estimates ($25,000 for BEVs, $30,000 for PHEVs) are based on 2024–2025 pricing trends from sources like CleanTechnica and JATO Dynamics. Tesla’s ASP is more reliable due to U.S. data but may be lower in China.

•  Other Revenue: BYD’s revenue includes commercial vehicles and battery sales to third parties (e.g., Tesla), which may inflate total figures slightly. Tesla’s revenue includes energy storage (9.6 GWh in Q2 2025), but automotive sales dominate.

•  Market Trends: BYD’s BEV sales surged in Q2 2025 (53.8% of NEV sales vs. 42.2% in Q1), indicating a shift toward BEVs, which may narrow the revenue gap with Tesla in future quarters. Tesla’s sales declined 13% in Q1 2025, but Q2 showed recovery.

Conclusion

In H1 2025, Tesla leads in BEV revenue with ~$36.0 billion compared to BYD’s ~$26.4 billion, driven by higher ASPs despite lower sales volume. However, BYD’s total NEV revenue (~$59.1 billion, including $32.7 billion from PHEVs) far exceeds Tesla’s, due to its massive sales volume and dual BEV/PHEV strategy. If you’d like me to refine these estimates with specific model prices or additional data (e.g., BYD’s Q2 financials or Tesla’s regional sales), or if you want a chart visualizing this comparison, let me know!

Μετάφραση χωρίς μαύρη γραμματοσειρά

[QuantumWanderer]

Λίγο πιο αναλυτικά νούμερα για τις πωλήσεις σε ευρωπαϊκές χώρες, συγκριτικά με τον εαυτό της.

https://electrek.co/2025/08/05/tesla-sales-in-europe-are-in-free-fall-and-the-pain-is-just-starting/

[Jiakometi]

3 λεπτά πριν, Ntinaras είπε

Μετάφραση χωρίς μαύρη γραμματοσειρά

Έχεις δίκιο ..

Είμαι σε μόνιμα Light theme και δεν το είδα…..

Ευχαριστώ