Juniper Research Ranks Tesla As World’s #1 Electric Car Manufacturer

2 years ago by Mark Kane 38

Tesla Topping The EV Manufacturing Charts

Tesla Topping The EV Manufacturing Charts

Tesla Model S

Tesla Model S

Juniper Research released a research report entitled “Hybrid and Electric Vehicles: Consumer and Commercial Markets“, forecasting some 17 million hybrid and electric vehicles to be sold by 2020.

The prognosis given today in the article seems more or less accurate, but what is more important to note is that EV segment is rapidly improving even faster than previous estimates, last year’s forecast was for about 12 million units.

“Juniper believes that stakeholders primarily need to establish the viability and desirability of electric vehicles with consumers, and adopt an aggressive ‘go to market’ strategy that includes:

  1. The rolling out of a wide-scale public charging infrastructure – that is seen as both ongoing and committed.
  2. Improving vehicle battery life and range per charge.
  3. Conducting effective consumer education campaigns, with attractive incentives to change.”

In the second part, Juniper Research ranked plug-in electric car manufacturers, stating that Tesla Motors is currently the top player, followed by BMW, Nissan, Chevrolet and Ford. We are slightly supprised that BMW is ahead of Nissan, but the results from Juniper Research are based on:

  • Vehicle range (EPA rated mileage (Environmental Protection Agency))
  • Vehicle sales
  • Infrastructure implementation
  • Time spent in development and deployment
  • Future plans and innovation

“Tesla, an OEM solely manufacturing electric vehicles, scored highly with strong sales, superior mileage range and firm commitment to their Tesla Supercharge scheme. Whilst BMW and Nissan have witnessed high sales, their electric vehicle capabilities lag behind Tesla.”

Chevrolet Bolt EV - ≈200 miles of range

Chevrolet Bolt EV – ≈200 miles of range

Another finding is the understanding for the need of higher range EVs by Tesla and Chevrolet.

“OEMs, such as Tesla and Chevrolet understand that ‘range anxiety’ is the greatest hindrance to the adoption of electric vehicles. In order to meet the expectations of the combustion engine vehicle market, Tesla and Chevrolet have focused their efforts towards ensuring that their models’ mileage range can exceed 200 miles on a fully charged vehicle.”

What is needed to leverage plug-in electric car sales?  Consumer education (to present all the capabilities and benefits of EV technology), as well as more public charging infrastructure on all major routes (especially fast charging) to build confidence in the vehicles.

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38 responses to "Juniper Research Ranks Tesla As World’s #1 Electric Car Manufacturer"

  1. Alaa says:

    That is a no brainier!

  2. Get Real says:

    Totally agree. There is a major difference between Tesla and everyone else though and that is that Tesla is “All In”.

    Tesla has no built-in conflict that comes from selling both ICE and plug-ins.

    Tesla is also the only one with a complete ecosystem as represented by their excellent and rapidly growing Supercharger network as well as a rising Gigafactory that ensures enough batteries to make EVs in the hundreds of thousands.

    Tesla is also the most innovative with OTA updates, direct sales, class-leading auto-pilot and acceleration, range, and customer satisfaction, massive 17″ touchscreen controls with excellent software.

    Overall nobody is even close to the Tesla brand in the EV space.

    1. ^^^^^^^^
      Not only is Tesla “All In” they are “All In” because it’s the right thing to do. Unlike the legacy manufactures who need to be drug like stub-burn mules to the EV space. Cheating with hybrids doesn’t count either.

      We haven’t even touched the subject of legacy manufactures “Poison Pill” dealership model.

  3. tftf says:

    And BYD isn’t even listed, lol. They also missed out on Nissan partner Renault, these two should be counted as one entity.

    Another US-centric study that seems to miss out completely on manufacturing bottlenecks by newcomers such as Tesla.

    Nissan-Renault and other established car makers can ramp up much faster once/if EVs go mainstream.

    1. EV Driver says:

      “other established car makers can ramp up much faster”

      Except that they haven’t.

      1. tftf says:

        EVs haven’t gone mainstream, the large car makers WILL ramp up if/once EVs go mainstream (i.e. double-digit marketshare in major car markets).

        1. Stimpacker says:

          I have a long background in tech and high volume manufacturing.

          It is a false assumption that the big automakers can jump in the EV market and take market share easily if they want to. Why not? They know how to make cars, they are already making hundreds of thousands, they have $$$ to invest.

          Look at the GM Chevy Bolt. Everyone thought it was as simple as replacing the ICE powertrain with a motor and battery. In the end, LG had to step in with the electronics expertise despite the thousands of engineers GM has.

          It’s just like saying Apple can easily build EVs – they have billions and they have factories in China. No pun intended, but it’s really apples and oranges.

          1. Anon says:

            +1000

    2. Holger says:

      “other established car makers can ramp up much faster”

      You mean like the Mirai…?

      It is a myth that established car makers can ramp new technology much faster. Sure if you are talking about a small tweak of the same old gasoline technology, but for e.g. BEVs they will face the same resource bottleneck ( cells ) as Tesla did. Supplier capacity has to be build as it doesn’t fall from the sky.

    3. Pushmi-Pullyu says:

      Hmmm, I think BYD would have something to say about Tesla being the “World’s #1 Electric Car Manufacturer”. (I hesitate to agree with anything serial Tesla basher “tftf” posts, but even the proverbial broken clock is right twice a day.)

      If you count kWh of batteries installed in EVs, then Tesla is #1. But as far as sales of cars goes, BYD is #1 worldwide.

    4. Lad says:

      Nissan might be able to produce more EVs faster; however, they have no idea how to treat EV customers and they are still creating policies based on gassers…They aren’t even smart enough to understand upgrading batteries is a requirement for EVs. Their management is way behind Tesla in thinking and setting good customer policy.

    5. Tech01x says:

      BYD? With LiFePO4 tech? Yeah, right.

      Dead end so far outside of China – they still haven’t been tested by EuroNCAP or NHSTA. BYD has quite a distance to go to be able to sell consumer cars to EU or the U.S.

  4. Get Real says:

    A thought lost on some people.

  5. Pushmi-Pullyu says:

    Go Tesla!

  6. ffbj says:

    Well, shiver me timbers!

  7. I find it interesting that these futurists are surprised by the increase in sales of all-electric drive vehicles. Plug-in hybrids are soon to be totally eclipsed by expanded range EVs. And, for all the hype over Tesla – well deserved btw – I believe that if there is a beginning-of-the end for fossil fueled vehicles, it will be the Bolt. Simply a matter of timing.

    1. Ryan H says:

      The Bolt is still just a commuter car with no metro-to-metro fastcharge/supercharger infrastructure in 98% of the US and world.

      1. theflew says:

        90% of daily driving is done in the owners city not city to city. It’s great that Tesla has part of a solution to that. But let’s not kid ourselves. The number of Superchargers are a drop in the bucket if EV’s take off. Tesla had to build their SuperCharger network because otherwise it was a chicken and egg scenario. GM has the right attitude on this issue. If EV city to city charging is important than someone will step in the cater to that market. So I would say the Model 3 and the Bolt will cater to the same 90% of the market with the Model 3 also addressing the other 10%. For the other 10% GM has a whole range of cars including the Volt.

        1. Anon says:

          So you’re saying that due to the lack of infrastructure investment by GM, the solution to long cross-country trips in a Bolt– is another vehicle?

          1. Mike I says:

            Yes, it is far more cost effective to rent a car for the trips I take outside of my metro area than it was for me to keep and insure my old ICE vehicle. Nevermind the hassle of moving the old ICE out of the way so both EVs can be charged in the garage. My family has two non-Tesla EVs and we don’t miss the ICE at all.

          2. Pushmi-Pullyu says:

            Anon said:

            “So you’re saying that due to the lack of infrastructure investment by GM, the solution to long cross-country trips in a Bolt– is another vehicle?”

            You’ve got a good point here, but let’s get some perspective by also looking at the situation from a different viewpoint. The generality is that tech revolutions usually begin by the new tech entering the market at the bottom end, by competing with the lowest cost products, and gradually take over the market by working their way up. A good example of that is digital cameras. When that was a new tech resolution was very limited, so the tech couldn’t compete with really good 35mm cameras. But with tech improvements came improved resolution, as well as other features that film cameras couldn’t match. And now, film cameras are only a niche product used mainly by a photographers looking for an artistic effect.

            https://upload.wikimedia.org/wikipedia/commons/thumb/c/c4/Disruptivetechnology.png/450px-Disruptivetechnology.png

            But other tech revolutions are “top down”. For example, cell phones started out very expensive, a charge gave only a few minutes of talk time, and they were used only by the rich. They only gradually came down in price to the point that the average person started buying them.

            Tesla has taken the “top down” approach to the EV revolution. This has been the only workable method of making money selling EVs, because batteries are too expensive for a cheaply made EV to compete on price with a cheaply made gasmobile. Note the way that EV range is increasing, as batteries improve and/or come down in price, is similar to the way that talk time with a cell phone has improved over the years.

            With the Bolt, we’re moving closer to a mass market product. The fact that the Bolt won’t have anything like the Supercharger network is really a separate issue. There is a big market there to be served without appealing to drivers who would want to drive a BEV inter-city distances.

            Let’s keep in mind that Tesla started selling the Model S before the first Supercharger was installed. There is a fairly sizable market there even without a network to support continent-wide travel in a BEV. The EV revolution doesn’t have to compete with gasmobiles in every category to get a real toehold… to capture the, say, 5%-10% of the market that will cause an inevitable and accelerating takeover of the majority of the market.

            Something like a Supercharger system for all plug-in EVs, not just Tesla’s, would certainly make PEVs more attractive, and would speed up the EV revolution. But it’s not necessary for that to be built out before PEVs become “mainstream”.

      2. Jychevyvolt says:

        I think supercharger network is overrated. I find it ridiculous that people would travel thousands of miles on a road trip when I can fly across the country in 5 hrs.

        Every airport has a car rental and a UPS/FedEx store near by, where you can ship your stuff. Ground shipping doesn’t cost that much. Traveling is so much easier without carry luggage.

        I rather have more CCS charging stations so that apartment/condo dewellers have access to fast charging. One advantage ccs has over supercharger is local access. Supercharger are not meant for local charging.

        1. Pushmi-Pullyu says:

          Good point. As I recall, in the USA, the average traveler uses airlines to travel distances of 400+ miles. So it can be argued that the Supercharger network serves only a market niche of people who drive their plug-in EVs long distances.

          That’s probably an overstatement, but it’s equally an overstatement to say that everyone who drives a PEV “needs” something like a Supercharger network.

        2. Tech01x says:

          DC fast charging costs a lot of money and stresses the grid at the wrong times. It is a necessity for supporting long distance trips, but a terrible waste outside of that. The best for condo/street parking is L2 AC workplace charging or just more availability on the streets. Mandating code changes to allow for EV charging is a great first step.

          1. Jychevyvolt says:

            In a perfect world, we have solar carport with charging stations. In the real world, you need DCFC.

        3. Klaus says:

          I don’t want or need to travel “thousands of miles on a road trip” as you assume. I simply want to do what is a very common drive in my area. Drive about 80 miles away spend the weekend and then go home again without taking hours out of that weekend to charge my car. The supercharger network makes this easy. In the Bolt this would be impossible.

          That trip by plane would cost minimum $600 per person and you’d still need to rent a car. To you, this may seem like a rare situation. Where I live (large metro area) it is common.

          1. Jychevyvolt says:

            Bolt has 200 mile range. 80×2=160miles.

            1. Klaus says:

              And in the winter with the elevation changes on that route it would not make the 160 miles.

              1. Jychevyvolt says:

                Why, bolt is rated for 200+ miles. Tesla and bolt doesn’t have that much range difference.

                It’s like that theres supercharger everywhere. If your only taking trip near supercharger, that’s quit limiting.

          2. Jychevyvolt says:

            I live in socal, a very, very large city.

          3. Jychevyvolt says:

            80 mile out is consider local range. You’ll get a letter from Tesla, asking to not use the supercharger for local use.

            1. Klaus says:

              No, I would not. Tesla owners do this route regularly using that supercharger. The majority of the charging is from travelers coming from my area.

          4. ffbj says:

            People are all about convenience, which, to my mind, is a big selling point for Tesla. Also it is convenient not to worry about how you are going to charge the thing.

  8. Alex says:

    Why i think Renault-Nissan will keep position one in cummulative EV sales:
    1. More affordable: Renault Zoe is half the price of Model 3 in Europe and should get a 40 kWh battery next year. Leaf is also less expensive in Europe or Asia because of local production.
    2. More mass market EVs for Europe and Asia: Rumor, soon they will offer a Versa EV with REX in Japan with cheap technology. Versa is in top cars sold in Japan, should get very popular. For this markets small cars are important, Europe Zoe is veryp popluar and for example gasoline cars in this class sell over hundred thousand units.
    In China Model S sales are average, in Japan poor. Model 3 will be more difficult. In China rich people buy a Model S, but cars for ~ 40.000 $ (shipping+tax) are very unpopluar in China. The middle class in China is very happy when they can afford a ~12.000$ car. Venucia bad sales, Ghosn announced already a cheap EV for China, should be right decision for this market. With range going up Renault-Nissan will have wider offer of mass market EVs for Asia and Europe, Tesla will sure dominate in US. The big advantages there with Model 3 will be the size and sedan shape, big cars look very popular in US. Japan Kei cars have huge market, Mitsubishi and Nissan will present one affordable EV Kei car next year. Just my thoughts.

  9. Yet another “study” based on abstruse ranking points to manipulate the outcome into the pre-made wish result.

    What will be their next ranking? ICE cars are rated by the size of their fuel tank?

    1. Pushmi-Pullyu says:

      Too late. I’ve already seen at least two “diesel-heads” argue that gasmobiles (or rather, diesel-mobiles) can travel as much as 600 or even 800 miles on a single tank of fuel, and they claim that BEVs won’t be able to compete until they achieve the same range.

      Needless to say, I disagree…

    2. ffbj says:

      2016: “The Year of Magical Thinking” for evs.