TeslaSmurf
:
They could, but they won’t. My opinion (I can be wrong) is that they may build a gigafactory for the “model 2” - robotaxi like the one in Mexico but, with a lower cost of labour and land, they should be able to sell it for about 20K. They may build it in India before than China to limit the political risk. Now China represents at least 50% of Tesla’s production: not healthy. Of course India needs even cheaper cars, but that’s not Tesla’s segment (and will never be due to safety and average margins). Though, they could partner (51% ?) with a local company to make a 12-15K car or even create a sub-brand. In that case they should adopt a one-piece cast for the base and a polymer-carbon reinforced over-structure, already painted in the mass. Just speculation…
Silverbat
OP
TeslaSmurf
:
Either partnership or solo, India is a strategic location to establish its front in the region, which benefits Chinese down streams also
Silverbat OP : Currently, Maruti, Tata, MG are popular India brands at $11K-$13K
Silverbat OP : Really can help India with reducing pollutions and efficient transportation
b34r : 80% of EVs in India are motorcycles, another 10% are 3-wheel tuk-tuks. It's a different market.
美股小旋风 Silverbat OP : India's roads don't work
TeslaSmurf : They could, but they won’t. My opinion (I can be wrong) is that they may build a gigafactory for the “model 2” - robotaxi like the one in Mexico but, with a lower cost of labour and land, they should be able to sell it for about 20K. They may build it in India before than China to limit the political risk. Now China represents at least 50% of Tesla’s production: not healthy. Of course India needs even cheaper cars, but that’s not Tesla’s segment (and will never be due to safety and average margins). Though, they could partner (51% ?) with a local company to make a 12-15K car or even create a sub-brand. In that case they should adopt a one-piece cast for the base and a polymer-carbon reinforced over-structure, already painted in the mass. Just speculation…
Silverbat OP TeslaSmurf : Either partnership or solo, India is a strategic location to establish its front in the region, which benefits Chinese down streams also