With Model Y, Tesla Faces A Stacked Deck Of Competitors

MAR 14 2019 BY MASSIMO GRASSI 97

The new electric crossover will see a lot of competition

While we are witnessing proclamations and denials on the prices of Model S, Model X and Model 3 we are getting closer and closer to the presentation of the Tesla Model Y (scheduled for March 14 – today), the fourth model to enter the list of the House founded and led by Elon Musk. An absent strategic model (as Tesla tradition) in a great event like the Geneva Motor Show to become the sole protagonist of a dedicated event.

Just like Apple does, specializing in snubbing fairs like the CES in Las Vegas or the MWC in Barcelona, preferring to organize the WWDC (Worldwide Developers Conference) or other events where the only protagonist is the Bitten Apple. But the parallels between the two companies do not end there.

***Editor’s note: This range test comes our way via our fellow scribes over at Motor1.com Italy. It’s translated directly from Italian and we tried our best to leave the original character of the article and its wording intact.

Tesla Model 3

Between optimism and reality

If in fact at the beginning Apple was leading the smartphone world with the different generations of iPhones, able to sell tons of pieces per second, now it suffers from the competition, sales are falling and being able to amaze is increasingly difficult.

The same is likely to occur on Tesla’s side. At the beginning, in fact, the electric cars of Elon Musk played almost another sport compared to the traditional car houses, still linked to the classic combustion engines. Of course, sales have never reached the numbers of the giants of the industry, but year after year they have done better and better, especially thanks to the Model 3.

The Model Y will surely give a further boost, but as with the iPhone, the competition is now fierce and above all very numerous. How much? Just take a look at the price lists and electric news presented at the Geneva Motor Show to get an idea.

Seat el-born

The competitors

Just yesterday there was talk of future electric models that the Volkswagen Group will launch from now until 2028. A battery invasion that will also include more or less direct competitors of the Tesla Model Y. There will be, for example, the standard version of the Seat el-born, coming in 2020, based on the Volkswagen Group’s MEB platform. A zero-emission crossover capable of traveling about 420 km on a single charge.

The MEB platform is again the protagonist with the Audi Q4 e-tron, a 4.59-meter SUV with production forecast for 2020 and autonomy – calculated in the WLTP cycle – of about 450 km. Remaining in the VW Group there will also be the Volkswagen ID, the first electric car of the House of Wolfsburg and expected to debut at the next Frankfurt Motor Show. For her we talk about 3 versions with different batteries that can travel 330, 450 and 600 km respectively.

Hyundai Kona electric

The Korean Hyundai Kona Electric and Kia e-Niro are already here. The first was the efficiency champion in our super test with the 6 best-selling electric cars in Italy , with 13.1 kWh consumed every 100 km and a declared range (WLTP) of 449 km, not far from the 435 registered in our test. The starting price is € 37,500 for the 39 kWh version and 42,500 for the 64 kWh version.

Double battery version also for the Kia e-Niro, coming next July, capable of covering 289 with 39.2 kWh and 455 with 64 kWh batteries. Prices are yet to be confirmed but those of the “cousin” signed by Hyundai should be replicated: 38,000 euros for the first and 42,000 euros for the second.

Need to amaze

Do you remember the Apple presentations and the “one more thing” with which Steve Jobs loved to close (wonderful) his speeches? Here, just that “extra thing” could be the winning weapon of the Tesla Model Y. To really impress an audience now accustomed to electric cars tomorrow Elon Musk will have to come up with something. But what?

Audi Q4 e-tron

We know that from the parts of Palo Alto they focus so much on the Autopilot, or rather the semi-autonomous driving system that already moves (not without some trouble) Model S, Model X and Model 3 and with Model Y could get some further refinement, a new functionality never seen before. Inserting vintage video games or entertainment systems for 4-legged friends is not enough to warm over the heart of motorists.

The wow effect could come from the price, even if the same Elon Musk has turned off in the bud any enthusiasm declaring that the Model Y will be 10% bigger than the Model 3 (with which it will share the platform) and therefore more expensive. The sedan will therefore remain the cheapest Tesla on the market with its $ 35,000 version.

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97 Comments on "With Model Y, Tesla Faces A Stacked Deck Of Competitors"

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These vehicles are great, but when it comes down to it its probably more going to be about how many these companies are able to manufacture. I’m quite certain there is going to be no lack of demand to go around to all auto companies that are able to deliver compelling EVs. Tesla has a huge advantage in this regard and quite a jump start on the industry as far as battery capacity. It already has control of its own battery production and therefore will also likely have higher margins.

You beat me to it. The situation is so easily misunderstood (or deliberately clickbaited). I have no concern that all 4 of these will sell well. In fact, the Tesla will most likely sell the best because of the brand recognition in the EV segment, their unique advantages in efficiency, performance, and technology, and because they plan on making as many as humanly possible as soon as humanly possible. The competitors’ lack of genuine commitment alone will be enough to keep the Model Y at the top of the sales list in the segment – there simply won’t be as many available to buy.

always forgetting the supercharger network……..

Plus the unbeatable supercharger network

And AWD as an option in all vehicles is a + for Tesla. Yes, _some_ of the competitors have AWD, but many don’t, and that’s a severe limitation in some markets.

really could you be more incorrect
the model 3 is aready killing ice sales in its market
the model y will do the same to the other segments including the few available
cars from kia and the likes.
this is because the tesla is a better car with better charging infrastructure at about the same price.
duh.

I see a common theme on the comments.

Sure it’s killing by selling about 5-6k copies per month 🙂

5-6k per month may not mean much to Tesla, but all of the competitors in aggregate hitting those numbers could steal Tesla’s growth. I would still expect Tesla to dominate the space, based on what we’ve seen thus far, but we could realistically see these other vehicles taking from Tesla what would have other wise been orders for them.

With the end result being much more competition than Tesla has seen to date. Shorter version, they will still be the leaders, but that gap might start to shrink rather noticeably.

more like per week.

The lame Tesla short shill site “Shrieking Ralpha”, has the Model Y potentially bankrupting the St. Elon EV Cruizade!

This is starting to get “pie in the face” (3/14) comical!

Will The Model Y Bankrupt Tesla? $TSLA
https://seekingalpha.com/article/4248823

There’s no end of the willful ignorance and stupidity, is there? 😀

Guess who didn’t read the article…

Go on, have a read. The title asks the question, then the article finishes by answering it… with a No, because x/y/z.

I did read it, he raises too many questionable points without refuting them.

Now that Tesla has proven it’s solidly profitable, and will be going forward, I think the short-selling FÜDsters at Shrieking Alpha and elsewhere are more amusing than damaging to Tesla’s image. The FÜDster’s central argument (“Tesla will always lose money!”) has disintegrated, and they’re now reduced to inventing more and more absurd fantasies; the latest is “Tesla is rushing to put the Model Y into production because demand for the Model 3 has collapsed!”

Ummm… riiiiiiight…
😆 😆 😆

What on earth did I just read when I followed the link? The idea that investors would be weary of production on a new car, and a car that uses so much of the Model 3 that you don’t need a new research/design/production to make.

The model 3 is doing good, so the model Y must mean the company does bad?

The company must prove it can produce multiple cars at the same time? What of earth has it been doing producing the Models S, X and 3 already?

I don’t know what this guy has been smoking, but it was far stronger than anything Elon has touched.

He is still talking about the other car companies competing against Tesla, yes five or more years from now they clearly will be a major force, but for 2019 and 2020 what most of them offer to deliver are either inferior to Tesla designs or in cases like the I-Pace (loyal buyers) or Taycan (looking good) the production numbers are not there. And 2021 is still a guessing game since the talk is big, but there are few prototypes to be seen.

So Tesla still has 2-3 years to sort things out, maybe more.

One more thing: 250 kW charging. Now.

i think before Tesla can produce Model Y and upgrade most of their super chargers, 250kw charging is still vapourware, just like the electrify America 350kw charger

The first 250kW Tesla Superchargers have already been opened for use. It’s real and expanding as I type this.

Also mentionable : same chargerate per stall, even its only 120kw at some time no other stall can charge 2 cars this fast

As have EA’s 350kWh chargers, so all in all Ed is half right, both are as vaporware as each other…

Biiiiig difference. EA is getting ABB to build their units. Tesla is building their own. Tesla already has tens of thousands of cars that can use theirs…..on the road.

And don’t forget, WORKING STALLS, the problem with the other charging networks is maintenance of the chargers.

True, once the SC network is upgraded. The VW group will have 350kW charging once the EA network is built out.

But so far only Taycan and etron GT can use 350kw as their powertrain use 800V.
Still 2 cars not yet on market. So 250kw is pretty damn fast. Model 3, followed by etron at 150kw and then rest off tesla’s.
Than I pace ( 100kw) followed by kona and niro with 80kw.
New most contenders will have a max speed of 100KW and tesla allready had this speed 7 years ago !.
Now we need the chargers, not one 3 party can offer more than 50 kw where i live ( Belgium) . closest stall is Fastned or Ionity but more than 150km distance.
So only usable when passing by
And the closest 50DC charger is also 35 km. There are 2 stalls closeby , one in my village ( 5km away) and one near work at 10 mins walk distance.
What i just wanna say, chargenetwork has to improve by factor 1000

I see a common theme on the comments.

I see dead cars!

That’s already been announced and wouldn’t be new.

Supercharger. It’s still Tesla’s biggest advantage and will be for quite a long time. Maybe in Europe Fastned has helped fast charging be more mainstream, but it’s so fragmented here.

Also, with those other companies you still have to deal with a car salesman. That alone will keep me from buying a car from anyone but Tesla. I’ve never had a pleasant car buying experience except for Tesla, and that business model is so antiquated. Other companies are stuck with it until laws change, and with the power of lobbyists it’s not very likely.

I see a common theme on the comments.

Yes you do. Tesla is, and will stay number one.

Apparently 75% of car buyers are satisfied with their experience of car dealerships, so you are in the minority.

The “no dealership” benefit touted by many Tesla advocates isn’t as big a benefit as many like to think. People have different preferences and no single preference will suit everyone.

“Apparently 75% of car buyers are satisfied with their experience of car dealerships, so you are in the minority.”

I guess, from your comment that’s rather sharply contrary to reality, that you must work for an auto dealership.

From CNN Money:

“…most consumers aren’t exactly fans of the standard car dealership experience. In fact, three-quarters said that ‘if given the opportunity, they would consider making their entire car-buying process online, including financing, price negotiation, back office paperwork and home delivery’.”

http://money.com/money/3826562/buying-cars-online-hate-car-dealerships/

Tesla is leading the way to the future of car buying. Legacy auto makers are stuck in the past.

Nope, from a couple of articles read a while ago. Like most things preference vary.

Your link doesn’t contradict this. Being satisfied with something does not mean you wouldn’t consider something else. I.e. it’s not an either or situation.

As a personal example I’d be one of the 75% that are satisfied with their dealership car buying experience, but also one of the 75% that would would ‘consider making their entire car-buying process online, including financing, price negotiation, back office paperwork and home delivery’.

(I did infact do much of the paperwork and searching online when buying from the dealership).

And I am sure a lot of Sears, Eaton’s, Zellers, K-Mart and other store chains said that when EBay and Amazon first went in business. Now look around.

It’s only an advantage if you care about being able to road trip.

Most of my trips even for vacations are well with the range of any of these EVs where I could charge at my destination.

Trips more than that, and I’m likely flying. Or if it is a long trip of 500miles, I want a large vehicle to pack for a week or more for 5 people and all the gear and room for a large cooler. So minivan, not some small sports sedan or small crossover.

Still has absolutely no competition for DC charging, though.

True. It won’t until VW Group gets their EV fleets out there, and until EA builds out their charging capabilities. The Tesla SC network is still the gold standard for at least another year or so.

What folks forget is when the EA fleet is built out 1-2 years from now, the Supercharging network will increase during that entire time, too. The EA network isn’t building against a static Supercharging number- the number moves up weekly.

What other folks forget is that, even though the EA network alone is being expanded faster than the Supercharger network, the EA network isn’t the only public charging network being built out.

But what’s also forgotten is Teslas not only have access to the Supercharging network, but also the a portion of the other network(s), too. The reverse isn’t true. And what’s also forgotten is the Supercharging network charges faster than the other network(s), along with Tesla vehicles charging faster than the other cars.

I know I’m viewed as a Tesla homer, but the fact remains that Tesla has the best vehicles and network right now, the numbers simply don’t lie.

Actually, both of your assertions are at least partially false.

Most of the public charging providers are building chargers that are even faster than the Model 3’s peak charging rate on Supercharger V3, and EVs that can take advantage of those speeds will be released in less than a year.

The Model S and X owners can purchase a CHAdeMO adapter that lets them use some of the public DCFC infrastructure; however, the adapter is not compatible with the Model 3 and is limited to 50 kW.

Great, they’re partially false. You keep your better EA network some day in the future and I’ll take my better Supercharging network right now. We’re both happy. 🙂

“Most of the public charging providers are building chargers that are even faster than the Model 3’s peak charging rate on Supercharger V3..”

A few demo units here and there are a drop in the bucket. Let’s talk about the average power available for charging within 50 or 100 miles of any given spot in the U.S. That 350 kW charger doesn’t help much if there are only a handful in a few spots, and they’re all 500+ miles away!

“…and EVs that can take advantage of those speeds will be released in less than a year.”

Will they? Claims are one thing; real-world experience may be quite different.

Tesla has done a public demo of the Model 3 charging at pretty fast speed for a few minutes, but tapering off fairly rapidly. Let’s see other auto makers do a similar demonstration before we believe their claims.

The EA website states quite clearly that it is a 10 year project. 1-2 years is just one milestone.

Imaging the Supercharging network even 4-5 years from now!

I reject the comparison to Apple in so many ways. But the most obvious is comparing the cell phone market to the EV market. Cell phones have a limited pool of subscribers. Once the pool has been fully tapped, there is no more. But to say that Tesla or any EV builder will soon reach saturation is naive, to say the least.

EVs make up around two percent of current sales in the worldwide automobile market. It is foolish to keep claiming that competition with Tesla or any EV maker draws from a two percent market. Quite obviously, the market is around 90 MILLION cars sold each year. To somehow equate Tesla’s projected 400,000 yearly sales as reaching a saturation point like Apple has met is insane. Get with the program: EV sales will steal away the GAS market, not the EV market.

If there is any comparison, it would be that Tesla is at the point where Apple was when they were in their first year or two of iPhone sales. Surging demand and growth of a new market.

Kenneth Bokor (EV Revolution Show - YouTube)

100% correct. There is plenty of room for all the players to play, not just Tesla. We need ALL of them to sell Millions of EVs per year, not just one vendor, in order to really affect some positive Climate Change/Air Quality results.

1- no SC network
2- no autopilot
3- no OTA update

NO competitors.

Also none of the under $50k CUV EVs even offer AWD. When Audi comes to the market it will have AWD, but their priced will be even higher than Tesla for the same option level.

And their range will be substantially shorter. And range is still the most important feature for many EV owners to be.

Audi’s gonna a have a $7500 credit (if it stays around) that Tesla wont

Model Y and XC40 EV won’t be comparable market segment. XC40 is more true small SUV abs what appears to be a lifted hatchback for the Model Y.

1. Don’t care
2. Don’t care
3. Don’t care.

FWIW, VW claims MEB will have full OTA capability…

There’s also – in addition to the models mentioned in the article – these cars coming in the segment in 2019 and 2020:

– Aiways U5
– BMW iX3
– BYTON SUV
– NIO ES6
– several BYD EVs
– Volvo X40 EV
– Polestar 3 EV
– Skoda CUV EV
– Mercedes EQ (no model name yet)
– VW Crozz (ID series CUV)

Probably 10+ long-range CUV/ SUV EV competitors on the market by the time Model Y ships.

Tesla is late in this segment.

75% ofModel Y is already done. Only NIO and BYD seem to be at similar level.

LMAO at the serial anti-Tesla troll, tftf is a self-admitted Tesla shorter and therefore has an inherent conflict of interest on anything related to Tesla.
In fact as a shorter, he has a vested interest to come here and spread his serial anti-Tesla FUD because he thinks he can influence the stock price by doing that which shows you how delusional he is!

He must be getting nervous about the Model Y having much greater sales potential then even the Model 3.

You know copy and pasting the same message on every post made by a poster, over multiple articles, looks a bit stalkerish right?

And after all that you didn’t even make a single point about what he said.

The list of cars he put is broadly accurate for example, and while I wouldn’t say Tesla are late, the Model Y will certainly face a lot more competition than the Model 3 when it was announced and released.

Yeah, we’ve already had a very good demonstration of how little it matters if Tesla is “late” to a market segment, with the Bolt EV. That hasn’t exactly suppressed the market for the Model 3, now has it?

The Bolt EV? The car that isn’t in the same segment, and hasn’t (until last week) been remotely in the same price range as the Model 3.

Poor example you’re using there. There’s going to be a lot more direct competition to the Model Y (both in price and style) than there was the Model 3. TBH there still isn’t much direct competition to the 3 at the moment, or in the near future, as most manufacturers are concentrating on the Mid size CUV/SUV market than the Sedan market, because it’s a much bigger market.

Either way, it’s going to be a few years before the competition between EV’s really makes a difference in sales, because everyone (including Tesla) is production constrained.

It’s still not even remotely in the same price range. As it still qualifies for the full $7,500. And GM is marking it down close to $10k.

The Bolt only has 2 weeks left at the $7500 credit. In the 2 months where we have estimates, the Model 3 STILL outsold the Bolt 5 to 1 despite the tax credit advantage. And that doesn’t even account for the even larger gap in global sales.

The GM factory incentive you are talking about is ONLY for the highest priced Premier trim, and also ends in about 2 weeks:

https://www.chevrolet.com/current-deals

So sure, these are a good deal, and people should go out and buy them. But even if GM sold out every single one of the 1,774 Bolt Premier’s currently in stock across the US at every single dealership, and 100% sold them out in 2 weeks, 1,774 Bolts would equal just a few days of Model 3 production. And after 2 weeks all that ends. I’m not sure how much impact you think this is going to have in the big picture.

It’s because no one wants the Bolt at this point. It’s a phenomenal car- for 2012. Every day that goes by, the Bolt stagnates that much more, with GM not planning on adding any real features to the vehicle. Every day that goes by, the competition keeps improving.

“Every minute I stay in this room, I get weaker, and every minute Charlie squats in the bush, he gets stronger.”

“The Bolt EV? The car that isn’t in the same segment, and hasn’t (until last week) been remotely in the same price range as the Model 3.”

Okay. Not to say you’re wrong…

But doesn’t that make it even worse for the Bolt EV, since the Model 3 is vastly outselling it even with a substantially higher average selling price?

I’d say your argument actually supports mine, rather than counters it.

Funny you mention that, considering that almost none of the models on this “Model Y competitors” list is actually in the same segment…

It is true that those vehicles are probably going to be coming to market, eventually, in different markets. Except for BYD, nobody is threatening to manufacture an EV at the levels that Tesla keeps pushing for, so lack of supply alone will keep Tesla at the head of the pack in sales outside of China.

At least in the US, the only EVs in this segment that are ahead of Tesla’s manufacturing schedule are the i-Pace and the e-tron. The Kona and Niro are very limited in availability and volume, so they hardly count. Both the i-Pace and the e-tron can be ordered, delivered, and driven today. I’m not aware of any others that are guaranteed to be delivered into customers’ hands before the Model Y nationwide.

It’s not really competition if you have to educate people about the cars and just listing them gets you a 7:1 downvote to upvote ratio. There is something to be said for marketing and Tesla simply does that better. See the “plug-in sales scorecard” for a list of Tesla killers.

Tesla does very little marketing. They cars market themselves, because they are just so much better.

Tesla does a ton of marketing, they don’t do a lot of advertising. As a millennial, I’m pretty sure I’ve come across more Tesla stores than car ads. Not to mention that every tweet of Elon’s ends up as a headline on all the tech and financial sites. That’s very intentional.

Funny that leaving out China-only models, models in different size classes, and models not scheduled to be available before 2021 at the earliest, your list shrinks down to… Exactly zero actual competitors coming to most markets before Model Y. Whoops.

Why the article published in the US wants to use km isteart of mile? If you convert those numbers to miles, plus any correction to the WLTP bias, they are no longer that impressive. Then take a look at their performance and also price of the German products I don’t think any of them are even in the same league as the Tesla.

The internet is the US now?

Who knew!

We invented it.

No you didn’t, a British man working at CERN created the Web. The building blocks required to get there were developed over 25+ years by French, British and American scientists and engineers. The U.S was the first country to start building an infrastructure but they very much did not invent the internet.

You clearly think the Web is the internet. It is not. The Internet was created in the 1960’s by the US defense department. See: https://en.wikipedia.org/wiki/Internet I use to use Usenet and Gopher in the early 1980’s, the Wide Wide Web was not invented till the 1990’s. See: https://en.wikipedia.org/wiki/World_Wide_Web

PS. I am Canadian, and used it from thru CRS in Toronto and then thru my Unix account thru Bell-Canada.

Volkswagen has reportedly committed billions of dollars to ensure a short-term battery cell supply, suggesting one or more high volume plug-in EVs. That might actually give the Model Y some competition. Otherwise, the “competitors” named here won’t offer much. For example, the e-Tron won’t even be stocked by American auto dealers; it will be strictly special order only. I dunno about the Kona or the e-Niro; they might actually offer some competition in overseas markets, but again I expect the limited supply of battery cells will prevent sales in the ballpark of the Model 3 or the Model Y.

“Elon Musk has turned off in the bud any enthusiasm declaring that the Model Y will be 10% bigger than the Model 3 (with which it will share the platform) and therefore more expensive. The sedan will therefore remain the cheapest Tesla on the market with its $ 35,000 version.”

I find this comment rather odd. Why would anyone following the “story” of Tesla expect otherwise? Obviously the TMY is, and was always going to be, larger and therefore more expensive than the TM3, for the same reasons the Model X is larger and more expensive than the Model S.

Manager Magazin Germany reported in late February that LG “threatened, under certain circumstances, to no longer deliver when VW starts production with SK Innovation.”
Bild am Sonntag has reported in October that Audi has hit a snag in its battery supply chain. LG Chem is looking to increase the price of its batteries 10% due to high demand for its automotive batteries.
Battery supply not secured…

I’ve seen that rumor, and I regard is as having no credibility whatsoever. No company will stay in business for long if they threaten to renege on signed contracts just because they don’t like something one of their customers is doing.

A contract is a contract. If Volkswagen signed a contract with LG, then that’s it. End of story.

How do you know it is a SIGNED contract?

I am hoping the “and one more thing” is they will start building the model Y in quantity this year.

Model “Y” will chew up the competition & spit it out ! … “Technologically” Tesla is so far ahead of the competition that even if the competition were to copy all of Tesla’s patents they will take up to 10 yrs. just to figure it all out and become at par with Tesla . That’s on a best case scenario . 🙁 🙂

Every Tesla vehicle model launched to date has faced competition. Yes, the plug is a feature, but it doesn’t magically make all of the other competition disappear.

And yet they still can deliver what is needed to really compete.

What competition? None are being delivered in serious numbers. None have the Tesla advantages yet (yet) aside from the leaf nine have been produced in serious amounts …….(yet) and they won’t pillage Tesla sales but ice sales . Everyone here knows this but clickbait titles like on this article makes more money for insideEVs so click away people.

The carefully curated, authoritative answers to all these competitive issues are available from Ark Invest.
Supercharger network (the largest)
Own battery supply (largest producer in the world)
Autopilot/FSD (Proprietary systems. Best in class, most highly resourced neural net)
Drivetrain (Best … per Sandy Munro)
Tesla Network (Trillion $ mobility as a service market)
Sales price elasticity (Control over what they can charge for batteries, Software(AP, FSD))
OTA updates (A newer, more fully featured car with each update)

… and so on.

There is no competition. No other EV can take trips like a Tesla! Only Tesla has a charging network!

No one else offers a charging network like Tesla. There is no competition!!

having an instrument cluster might help their sales. that’s probably my biggest curiosity going into tonight. I’m betting against there being one though. “must reinvent the wheel!” I always say. or was that musk..?

Any EV sold is an ICE not sold. Non-Tesla EV sales are not going to eat into Tesla”s market, they are going to eat into legacy automaker’s market.

The big problem VW and all the other companies have is they just don’t have the Tesla ⭐️ power.
Even if their cars competed on features price and charging people would still want the Tesla.
To beat Tesla they will have to make better cars at a cheaper price. Can’t see that happening for years.
And besides. I don’t think Tesla wants to own a share of the vehicle market as big as Apples in phones. It just wants to do enough to force the competitors to change to EV’s faster. Of course, if they stand back and let Tesla take over the majority of the market, I’m sure they will.

Worse, they do have units that can compete well against Tesla, but they are not producing them. That dune buggy, Tesla has nothing to compete against it, but VW says it is not going to make it. The VW van would be a sure seller, but instead VW has been showing renders for how many years now, and is not talking about delivering till 2021.

They had designs that could compete TODAY, but just sat on them instead.

I’m sorry. Is this author stating that current ICE tech is and always has been ZERO competition for Tesla?

Yeah, loads of seven-seater EVs for under $40k. Totally seeing it.

One should expect the combined sales of Kia/Hyundai (and eventually others) to have an affect on potential sales. However, perhaps you are looking at it from the wrong perspective. What will Tesla’s Model Y do to the sales of K/H and the others? Also, the real comparo is not between the Model Y, Kona, eSoul, eNiro, etc. but the traditional ICE and hybrid CUVs.

Look at the Tesla Model 3 and how it is affecting BMW, Audi, Lexus, Acura sales in their class. Another potential foothold is the retrenchment from sedans by American manufacturers (GM, Ford, FCA). I am not trying to put down the Chevy Bolt but it seems missing in action.

Lastly, maybe it is me but I feel the Audi e-tron does not belong in this particular comparo/discussion. It is a larger more expensive by at least one+ class.