In the global automotive industry's race, electric vehicles are undoubtedly the mainstream of the future.
However, with the rapid transformation of the global market, the United States is quickly losing its leading position in this revolution, while China is leading this trend with unstoppable momentum. According to reports, U.S. media stated that the world's richest man, Musk, has abandoned the vision of launching affordable electric vehicles in the United States. Even if Trump is re-elected as president, it cannot be realized, as it is meaningless; the current state of the U.S. automotive industry cannot support this dream.
The affordable electric vehicles referred to here are ordinary electric vehicles priced at $25,000. The issue facing American car manufacturers is not that they cannot produce electric vehicles priced at $25,000 at all, but that they cannot produce electric vehicles priced at $25,000 that are practical; more critically, they cannot achieve mass production.
This is a significant blow to the development of the American electric vehicle industry.
Musk
The predicament of the American automotive industry
The American automotive industry has encountered huge production and cost challenges in the process of transforming towards electrification. U.S. car manufacturers have long relied on the production model of traditional fuel vehicles; transitioning to electric vehicles requires not only redesigning production lines but also significant R&D investments, all of which have led to a substantial increase in costs. In addition, the bottlenecks in battery technology have kept the costs of electric vehicles high. Although Tesla in the U.S. has made significant progress in battery technology, it still seems small compared to Chinese companies. Currently, only Tesla among American brands has succeeded in electric vehicles. Musk hopes to mass-produce affordable electric vehicles; only in this way can electric vehicles truly become popular in the U.S., but Musk himself now admits that it’s hopeless.
If emerging automotive companies like Tesla cannot achieve this, other American car manufacturers are even less likely to. Although technological innovation and increased production scale have lowered costs, it still cannot break the price bottleneck.
Tesla
The consequences are severe. The launch of affordable electric vehicles is undoubtedly significant for the global electric vehicle industry. If the United States cannot achieve breakthroughs in this field, then the American electric vehicle industry will undoubtedly miss the opportunity to lead the future automotive industry. The popularity of electric vehicles is not only a demand for environmental protection and energy transformation but also relates to the competitive landscape of the future automotive industry. In both other markets and the U.S. market, a large number of affordable electric vehicles are needed. For example, Tesla's strategy is to focus on the mid-to-high-end market, which is challenging in the U.S. because the vast majority of ordinary people will not purchase high-priced electric vehicles. If most people do not buy electric vehicles, the market cannot be popularized, which makes it impossible for companies to innovate or reduce costs, leading to a vicious cycle.
Chinese Electric Vehicles
Why has China succeeded?
Compared to the U.S. and even all automotive powers, China's electric vehicle industry has an overwhelming advantage. China's ability to integrate the industrial chain is unmatched by other countries. From battery production, automobile manufacturing to charging infrastructure construction.
China's entire electric vehicle industry chain is almost entirely controlled by itself. Through intelligent production and automation technology, China has not only improved production efficiency but also ensured the affordability of electric vehicles through lower labor costs. In addition, the success of China's electric vehicle industry lies precisely in its ability to accurately perceive the demands of the global market. From early small electric vehicles to today's smart electric vehicles, Chinese car companies' products are continuously enriched, covering the entire market from low-end to high-end. This market layout allows China's electric vehicle industry to form a strong competitive advantage in both domestic and international markets.
Ultimately, America's lag in the electric vehicle sector is no longer merely a technical issue but rather a result of the combined effects of industry, economy, politics, and market.
Musk and Trump's return may bring some short-term changes to the U.S., but it still cannot surpass China.#BabyMarvinf9c7值得拥🈶 