How is Tesla changing the auto industry?

Speaking of Tesla, not to mention boys, even a cute girl like Xiaobian (covering her face) also thinks it's cool!

 

A few days ago, Tesla just released the Model 3 and delivered orders for the first 30 customers (according to multiple reports, these 30 customers are Tesla employees). While the news coverage of Tesla never stops, when we think about it, it's easy to overlook how far the young automaker has come on this road, and what he will do to the future of the industry. how much impact.

 

Much of the commentary on the Model 3 has focused on Tesla's bets, with many deciphering every tweet from CEO Elon Musk about the car's cost, interior space, and options available . But how has Tesla changed the way they buy and drive? What commercial realities did he force his competitors to face? Let's analyze it from the following aspects:

 

autopilot

 

 

When Tesla first released Autopilot in October 2015, Musk warned drivers to "be careful." After all, this is the first time semi-autonomous technology has offered a commercial vehicle at this level, and Musk acknowledged that "some people" might take their hands off the steering wheel while driving, but Tesla doesn't recommend it anyway.

 

Of course he was right. It didn't take long for YouTube to be full of videos of Tesla drivers treating it as fully autonomous. These videos prove that when new and powerful technologies are delivered, people's reactions are often foolish. Not only that, but it sends a clear signal to the rest of the auto industry about the way forward.

 

Of course, this isn't Google's fully autonomous vehicle - the main feature of Autopilot is what Tesla calls "Autosteer," which, once you're already on the road, will keep your current lane and manage speed and The distance from the front of the car.

 

That's the end goal of all cars, and Musk gives ordinary people a chance to try it out for the first time. Since the debut of Autopilot, all major automakers have announced plans to roll out semi-autonomous or highly automated systems. GM is equipping the Cadillac CT6 with Super Cruise. Mercedes-Benz S-Class pride is developing Drive Pilot . Nissan has ProPilot. Audi says the new A8 will be Level 3 autonomous. There are many, many more.

 

With the release of the Model 3, the big question now is where Autopilot should go. Last year, Tesla split with automotive vision startup Mobileye to embark on its own path to automation. Musk has since announced that all Tesla models will feature fully driverless technology.

 

Hands free will soon become the norm, and experts point out that in 2020, we'll start seeing autonomous and semi-autonomous cars on the road. But Tesla took the lead.

 

Electrification

 

The editor has been looking for a long time and can't find a suitable translation. I always feel that the translation is not in place. The definition of Electrification on Wikipedia is "Electrification is the process of powering by   electricity  and, in many contexts, the introduction of such power by changing over from an earlier power source. " The editor thinks that the meaning expressed in the original English text is more accurate.

 

Just as Autopilot forced big automakers to start developing their own semi-autonomous systems, Musk's commitment to electrification of the masses is proving to be just as important. The success of the Model S and X and Tesla's stock valuation of $56 billion are strong signals for the direction of the industry.

 

Some analysts say that by 2040, 54% of all cars sold on the planet will be electric. France's environment minister said yesterday that his country will ban the sale of all fossil fuel-burning vehicles by 2040. Britain will soon follow. Volvo, on the other hand, said it would stop selling gasoline-only cars by 2019. Wow~ welcome to the Tesla party.

 

 

design

 

 

If you've looked at all the electric cars on the market, they all look the same - which means nothing new. Most are chunky, undesignated hatchbacks with some odd design features. Without the sleek, sinuous looks of the Model S, or the surprises of the Model X. The upcoming Model 3 has been criticized as the ugliest of Tesla's three vehicles. But that didn't stop nearly half a million people from buying the car.

 

Electric vehicles are still in their infancy. Despite the overwhelming media coverage, the electric vehicle market has yet to take off. Electric vehicle sales accounted for just 1 percent of the 17.55 million vehicles sold in the U.S. last year. A recent survey of 2,500 Americans found that 60 percent still "don't know about electric vehicles."

 

But one thing's for sure, Tesla is making electric cars cool. I believe that the last time you heard about a product in the world where customers lined up overnight to buy a product the day before its release was only done by Apple, but today, Tesla has taken over the legend.

 

Look at Tesla, it's like the Apple of car manufacturing. Granted, no other automaker has gone as far as replacing the center dash with a 17-inch touchscreen tablet. But the transition from other legacy automakers is at least decades away. As my colleague Lauren Goode pointed out in his review of the "Model S," "Tesla was born at a time when this in-vehicle technology had already developed into foundational technology, not from scratch. Begin to evolve slowly." So it is very important to catch a good opportunity.

 

software

 

 

This is a not so good place. Tesla's OTA (over-the-air update) update technology can easily make other automakers look outdated. For example: the Model S was introduced five years ago, but there are still very few cars today that offer OTA firmware updates.

 

According to Electrek, Morgan Stanley analyst Adam Jonas said in a recent note to clients: “They continue to sell vehicles that cannot learn and improve, and are highly obsolete.” The company already has ample opportunity to hack the Model S in the lab. We are skeptical about Tesla's vertically integrated in-house software capabilities, and are concerned about Tesla's willingness to take the risk of being hacked.

 

Of course, traditional automakers are also seen as intermediaries and franchise dealers for service providers, which OTA updates would eliminate. Tesla is unencumbered by these relationships, preferring to rely on direct sales to its fan base. That way, it can fix bugs by pushing updates, rather than relying on dealers to service vehicles. Software updates are easier to handle when you're a boutique brand, whereas most large companies will face challenges when scaling up.

 

future

 

 

Tesla also helped define the outsized role Silicon Valley plays in the auto industry. Before Tesla, you could count on one hand how many startups were working on autonomous driving. Now, every few months, a new "Tesla killer" pops up on Musk's head.

 

Faraday Future, Lucid Motors, NextEV, and others are all trying to replicate Musk's strategy by building luxury (or in the case of FF, ultra-luxury) electric vehicles, building fan bases, and then using profits and capital to build mass-market empires. Musk himself is only now reaching this critical stage. Success will depend on a variety of factors, including its company's ability to ramp up high-volume production to levels it hasn't seen before.

 

"We founded Tesla ten years ago with the same goals as we do today," Musk wrote in 2013: "To accelerate the arrival of sustainable transportation by bringing compelling mass-market electric vehicles to market as quickly as possible."

 

It took a fair amount of time and trial and error to get Tesla to where it is today, Musk said. "If we could do that with our first product, then we could, but for a startup that's never built a car, has an iteration of technology, and has no economies of scale," he said. It's impossible to achieve."

 

The above is the analysis of Tesla. If you have other thoughts on this, please leave a message below~~~~~

 

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