Tesla Motors

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2019

Electric Vehicles Enter Phase of Fastest Growth

Like most other new products, electric vehicles sell in an S curve of a slow start with over supply.

Electric Vehicles Reinvented: Novi Forums with a Difference

How do you leapfrog Tesla? How do you avoid circling the drain with much of the car industry when peak car hits? A whole world of new technologies and new markets awaits. Who can reveal the implications, opportunities and vehicles arriving from nowhere such as vast numbers of robot solar weeders on farms? Enter the IDTechEx Business & Technology Insight Forums "Electric Vehicles and Energy Storage" in Novi Michigan 10-12 June.

Visit to "SMMTConnected" event London 4 April 2019

The Society of Motor Manufacturers and Traders SMMT is the well-run UK trade association for the automotive industry. Its conference and exhibition involved about 600 people and it was extremely positive and informative.

Analysis of Tesla Leadership

The market numbers understate Tesla's leadership. This is because Tesla cars sell at more than twice the price of other leading pure electric cars.

Electric Vehicle Manufacturers: Next Winners and Losers

We compare some interesting electric car manufacturers, including startups, against some of the prioritised criteria of success of the respected strategist W Edwards Deming, the Strategic Planning Institute Profit Impact of Market Strategies and others

Next Electric Vehicles Get Ultra Lightweight Motors

In electric aircraft, motor power-to-weight ratio is paramount for endurance, the main constraint on sales. You cannot lug ever more battery weight to get range. Indeed, better motors mean less battery in a land, water or air vehicle. The new IDTechEx Research report, "Electric Motors for Electric Vehicles: Land, Water, Air 2019-2029" explains the new emphasis on power-to-weight ratio with good efficiency.

Tesla introduces V3 supercharging

Tesla has unveiled V3 Supercharging, the next step in the growth of Tesla's Supercharger network. V3, which is born from experience in building the world's largest grid-connected batteries, enables Tesla vehicles to charge faster than any other electric vehicle on the market.

Electric Buses and Trucks Essential for EV Winners

Buses and trucks are essentially one business because the same companies increasingly make both using the same technologies.

Key to Successful Pure Electric Cars

There is no correlation of successful sales numbers or value with oil price or even up-front price in relation to electric cars. Dr Peter Harrop explores their trajectory.

Electric Vehicles in China: New Insights

China is key to the future of electric vehicles because of formidable innovation and global reach as much as biggest market demand. The new IDTechEx Research report, "Electric Vehicles in China 2019-2029", finds that the market penetration and technical innovation in China of electric buses is more impressive than electric cars. However, it finds that China is extremely backward in certain respects and its success and priorities are not always those that the global media portray.

Electric Vehicle Motor Proliferation Spurs Huge Market

Traction motor sales grow faster than electric vehicle sales because small vehicles such as mobility for the disabled have two motors. IFEVS has put two in microcars for four-wheel drive. In larger cars, two motors is now commonplace for economy, performance, four-wheel drive, vectored steering and attack survival.

Refillable technology for electric cars

Refillable' technology could provide enough energy to drive an electric car up to 3,000 miles.

Huge Battery Opportunities from Radical Changes in EV Demand

The biggest demand for lithium-ion batteries is moving away from cars and in electric cars it will be a matter of less battery on average.

Electric Vehicle Calamity in Ten Years?

Car demand will collapse as people move to cities. $100 billion was written off the stock value of car companies recently. The US economy is on a sugar rush from a trillion-dollar borrowing boost at the top of the cycle. Climate change getting out of control in 12 years? These and many other negative indicators can portend a recession, maybe a severe one. What are the implications for EVs?

League Table of EV Manufacturers: Next Winners and Losers

The EV business is highly fragmented with great scope for consolidation leading to economy of scale.

Structural super capacitors prepare for take off

As their name suggests, such multifunctional structural materials simultaneously carry out two or more functions that would normally have to be addressed separately. For example, a structural role might combine with optical, electrical, magnetic or thermal properties. In some cases, entire complex devices can be built either within or from the primary structural material.

Chinese Supercapacitor Vehicles Spreading Worldwide

Consider supercapacitor buses. CRRC of China has been quietly exporting them to Bulgaria, Israel, and Austria recently and its own supercapacitor manufacturers now make good products and plan 30% cost reduction within 3 years.

Bad Strategy Will Kill Some Carmaking Giants Soon

Bad strategy rather than tactics, such as misjudged new models, will kill several major automotive companies. They face a perfect storm of peak car, totally new technology, totally new markets and recession.

Dilemma of Automotive Vertical Integration

It is a rule-of-thumb that manufacturers should vertically integrate only when products and markets mature, so they can confidently shave off the last pennies of cost. One exception is when shortages loom: Tesla built its battery gigafactory fast using proven Panasonic technology. However, many suppliers now build battery gigafactories.

Why Tesla Bought the Supercapacitor World Leader

Tesla needs to excel in the much broader range of energy storage technologies needed for Class 8 trucks down to Tesla 3 cars to retain uniquely long range for the price.

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