Тус компани 10 сая дахь автомашинаа үйлдвэрлэсэн нь Илон Маскийн 1 их наяд долларын цалингийн багцыг бүрэн авах нөхцөлийн нэг хэсэг болох 20 сая автомашин үйлдвэрлэх зорилтын хагас нь биелснийг илтгэж байна.
Tesla компани нэг сая дахь автомашинаа үйлдвэрлэснээс хойш зургаан жилийн дараа 10 саяын босгыг давлаа. Гэвч борлуулалтын өсөлт удааширч байгаа тул 2035 он гэхэд 20 сая автомашин, 10 сая “Full Self-Driving” (FSD) программ хангамжийн захиалагч, нэг сая робот болон роботакси зэрэг үндсэн зорилтуудад хүрэхэд хүндрэлтэй байна. Өнөөдрийн байдлаар тус компани жилд 2 сая автомашин борлуулах төвшинд хүрээгүй байгаа бөгөөд энэ хурдаараа бол 2030-аад оны эхэн хүртэл 20 саяын босгыг давах боломжгүй юм.
АНУ-ын зах зээлд өрсөлдөөн багассан ч Tesla-гийн дотоодын борлуулалт хоёрдугаар улиралд өмнөх оны мөн үеэс 13 хувиар буурчээ. Үүнтэй холбогдуулан тус компани Япон, Австрали, Литва зэрэг шинэ зах зээлд анхаарлаа хандуулж байна. Мөн Илон Маскийн 2035 он гэхэд ашгийг 400 тэрбум долларт хүргэх зорилт нь хиймэл оюун ухаан болон робот техникийн зардал өсөж, ашиг буурч байгаа энэ үед сорилттой хэвээр байна.
Одоогоор FSD программ хангамжийн 1.5 сая орчим захиалагчтай байгаа ч робот болон роботаксины бүтээн байгуулалт дөнгөж эхлэлийн шатандаа явна. Харьцуулбал, Хятадын BYD компани хэдийн 17 сая “шинэ эрчим хүчний тээврийн хэрэгсэл” үйлдвэрлээд байгаа боловч үүний тал хувийг гибрид автомашинууд эзэлдэг байна.
Дэлгэрэнгүйг эх сурвалжаас харах
↓Эх сурвалжийг нээх ↓
Tesla has built its 10 millionth electric vehicle, according to a social media post by the company early on Thursday. The milestone comes six years after the company built its one millionth vehicle.
Crossing the 10 million mark means Tesla is halfway to reaching one of the four core “product goals” that unlocks the full value of CEO Elon Musk’s $1 trillion pay package, which shareholders approved last year. By 2035, Musk has to ensure the company builds 20 million vehicles, reaches 10 million active subscriptions for its “Full Self-Driving” software, delivers one million “bots,” and puts one million robotaxis on the road.
Despite a few years of intense growth on the backs of the Model 3 and Model Y, Tesla has not been able to sell 2 million vehicles in a single year. If it keeps up that pace, or slows further, it will take the company until at least the early 2030s to hit the 20 million mark.
Tesla has less competition in the United States now, though, as major automakers have pulled back from the electric vehicle market, and startups like Rivian and Lucid Motors have struggled to reach scale. Nevertheless, Tesla is still struggling in its home market. Its U.S. sales fell 13% year-over-year in the second quarter, and the company had to look to newer markets like Japan, Australia and Lithuania to court buyers.
Musk used to promise that Tesla would make 20 million cars per year by 2030, but he abandoned that idea a few years ago as the company’s sales slowed down. Still, of the four product goals, this is the one Tesla is closest to achieving.
The company recently reported just shy of 1.5 million FSD subscribers, though it’s not clear if it is counting free trials — those would not count towards the official product goal laid out by Tesla’s board of directors last year. The carmaker is only in the earliest stages of building robots and robotaxis.
Musk also has to increase the company’s profit (adjusted EBITDA) to $400 billion by 2035 in order to access the full share package. That looks challenging at the moment, too, as the company’s adjusted EBITDA currently hovers around $3.27 billion, and has been shrinking lately thanks to heavy discounts, the loss of saleable regulatory credits, as well as a dramatic increase in spending on new efforts like AI and robotics.
As for the competition, the only other company at the same level is China’s BYD, which recently crossed 17 million “new energy vehicles” built and sold, roughly half of which were hybrids.
When you purchase through links in our articles, we may earn a small commission. This doesn’t affect our editorial independence.
