2023. 5. 18. 테슬라 소식

1. 일론은 이번 2023 연례 주주총회에서 사이버 트럭이 연간 25만에서 50만대를 생산할 수 있다고 말했습니다. 

 

연간 25만대를 생산하려면 주당 5천대 이상 생산할 때 가능할텐데, 기가 베를린의 생산 속도를 한 예로 계산해 보면 생산 돌입하고 약 11개월 후 시점의 캐파가 아닐까 조심스럽게 생각해 봅니다. 

During the final half-hour of the Q&A segment, Elon Musk revealed that Tesla could produce anywhere between 250,000 and 500,000 Cybertrucks annually. However, it should be noted that no timeline was provided on when this would be achieved.

https://www.teslarati.com/tesla-cybertruck-production-estimates-revealed/

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2. 광고에 대한 일론의 입장 변화는 광고 분야 베테랑들의 관심을 사로잡았습니다. 

 

대부분 '잘 생각했다'의 긍정적 반응이며, 현 시점에서의 테슬라 포지션에 큰 도움을 줄 것으로 판단을 하네요.

 

The shift in Elon Musk’s stance on advertisements has caught the attention of veterans in the advertising sector. As per recent comments from several industry veterans, Tesla’s advertising strategies moving forward — especially at this stage in the EV transition — could hold significant potential for the automaker. 

For years, Musk has been staunchly anti-advertisement, arguing that Tesla would rather spend the money it would allocate for ads on improving its products. While this strategy had worked in the past when Tesla was just a budding automaker, things are different now that the EV sector is becoming more populated and Tesla is already the largest player in the field. 

https://www.teslarati.com/elon-musk-tesla-advertising-strategies-industry-reactions/

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3. 스페이스X는 캐나다에 이어 영국의 시골 지역 고객들을 위해 하드웨어 가격을 70% 할인합니다. 

 

As Starlink has achieved record growth metrics in recent months, it has introduced a growing number of discounts to only further its subscriber growth. Now, SpaceX has announced yet another Starlink discount, this time knocking 70% off of the price of hardware for customers in rural sections of the United Kingdom, following a similar discount structure introduced in other parts of the world.

https://www.teslarati.com/starlink-spacex-discount-uk/

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4. 로이터 통신에 의하면, 테슬라가 정부 관리자들에게 수요일 내수판매 및 수출용 EV를 생산하기 위해 인도에 공장을 설립할 것을 제안했다고 합니다. 

 

인도는 지난해 테슬라와의 협상에서 현지에서 차량을 생산하기를 원했고 테슬라는 수입한 차량을 통해 먼저 시장을 테스트하길 원했습니다.

 

결국 테슬라의 입장 변화가 느껴지기 때문에 개인적으로는 좋은 흐름 속에서 대화가 오가지 않을까 싶네요. 

BENGALURU, May 17 (Reuters) - Tesla Inc (TSLA.O) has proposed setting up a factory in India to build electric cars for domestic sale and export, the carmaker told government officials on Wednesday, according to a source with direct knowledge of the matter.

The proposal comes after India refused to agree to Tesla's request last year to lower the import tax on cars, which can reach as much as 100%. India wanted the carmaker to build vehicles locally but Tesla wanted to test the market first with imports and the talks ended in deadlock.

https://www.reuters.com/business/autos-transportation/tesla-revisiting-plans-manufacture-india-cnbc-tv18-2023-05-17/