2023. 5. 19. 테슬라 소식

1. 테슬라는 사이버 트럭에서 48V 저전압 시스템을 구현할 예정입니다.

 

48V 도입의 가장 큰 이유는 구리 사용을 대폭 줄이기 위함입니다.

 

Tesla will switch to 48V low-voltage system in its cars, starting with Cybertruck. According to information from CEO Elon Musk, this will help significantly reduce the use of copper in the company's cars, which is an important breakthrough.

https://www.tesmanian.com/blogs/tesmanian-blog/tesla-will-switch-to-48v-batteries-in-cars-to-achieve-significantly-reduce-the-amount-of-copper-in-them

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2. Citi 그룹의 애널리스트들에 의하면, 럭셔리 브랜드의 평균 고객 충성도는 46%이며, 테슬라의 고객 충성도는 67%라고 합니다.

 

On Thursday, Citi analysts published a note assessing U.S. auto companies. They explained that Tesla continues to sport the industry's “most impressive loyalty metrics, holding a ~67% brand loyalty rate (LTM as of Q1) vs. ~46% for luxury brands,” according to investing.com. Analysts noted that brand loyalty is on the rise, with the exception of 2021, which recorded a slight decline.

https://www.tesmanian.com/blogs/tesmanian-blog/tesla-has-the-highest-level-of-loyalty-in-the-industry-says-citi

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3. 2023년 1분기, 세계에서 가장 많이 팔린 EV는 테슬라 모델Y였습니다.

 

1) 모델Y : 279,700대

2) BYD Song(BEV + PHEV) : 147,924대

3) 모델3 : 132,470대

 

Tesla Model Y was the absolute and untouchable sales leader in the first quarter. From January to March (inclusive), 279,700 units were sold, an impressive result. In second place was BYD Song with 147,924 units, but its result includes sales of both BEV (battery electric vehicles) and PHEV (plug-in hybrid electric vehicles) models. In third place is Tesla Model 3 with 132,470 BEV sales.

https://www.tesmanian.com/blogs/tesmanian-blog/tesla-model-y-was-the-worlds-best-selling-ev-in-q1-2023

 

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4. 일론에 의하면, 차량의 마진은 20 or 25% 인데, FSD로 완전 자율화에 도달한 테슬라 차량의 잠재적 최대 마진은 80% 입니다.

 

Elon Musk provided an estimate on Tesla’s potential peak margin after reaching full autonomy with Full Self-Driving (FSD).

During the Q&A portion of the 2023 Annual Shareholders’ Meeting, Musk was asked to estimate Tesla’s projected peak margin in its automotive and energy business. Musk emphasized that the question was in highly speculative territory but did provide a potential estimate. 

“…obviously if you’ve got a car that costs the same and has, say—I don’t know—a 20 or 25% margin, and suddenly is able to be used five times as much then you might have 80% margins and the revenue would increase several folds,” estimated Musk. “That’s why I say it’s probably going to be the biggest asset value step change in [the] history of Earth.”

https://www.teslarati.com/elon-musk-tesla-peak-profit-margin-fsd/