2022. 8. 1. 테슬라 소식

1. 스페이스X가 FCC에 모바일 서비스 용량을 증가하기 위해 승인 요청을 하였습니다.

On July 25, SpaceX submitted a new filing with the FCC seeking approval to use the 2Ghz (gigahertz) frequency to "augment" Starlink Mobile Satellite Service (MSS) capacity for "mobile users" living in the "most remote corners of the country."

https://www.tesmanian.com/blogs/tesmanian-blog/mobile-x

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2. 중고 EV 분석업체 Recurrent 에 의하면 모델Y 같은 경우 1년 이상의 대기열이 있으며 타사 EV들도 마찬가지입니다.

미국인들이 전기차를 굉장히 선호한다고 하네요.

블룸버그에서는 미국의 EV 침투율이 5%를 넘었고 이를 기하급수적인 성장으로의 티핑 포인트로 여기고 있습니다.

When reading Recurrent’s report, one thing that stands out is the ominous chart outlining wait times for a variety of electric vehicles from many different manufacturers. Pictured below, the Ford F-150 Lightning is indicated as not only backlogged for this year but next, the Tesla Model Y (America’s favorite electric crossover) is waitlisted til almost a year from now, and the Rivian R1T is even scheduled for more than a year away. Americans’ hunger for electric vehicles is insatiable.

Bloomberg pointed out that the market share of EVs in the US has crossed the 5% mark; what they call “a tipping point” that will likely lead to near exponential growth, and other sites seem to confirm this theory.

https://www.teslarati.com/new-ev-reservations-indicate-shortage-may-be-here-to-stay/

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3. 하루 전 트로이님이 공개한 예측 자료입니다.

3분기 예측치는 365k이고, 애널리스트들의 평균값도 365k입니다.