What is Tesla's next move? Tesla's next move to advance rationalization in charging is through AI and self-driving cars for robot taxis. Part of the recruitment of talent and fundraising for this purpose will be supported by the restructuring of the charging division this time. From the perspective of management, it can be said that this is the best strategy to advance and develop the company.
The news of the closure of the charging division that has supported Tesla caused a temporary drop in Tesla's stock price and shocked the market. There were various speculative rumors ranging from concerns that Tesla, pressured by Chinese-made EVs, would worsen its management, to the idea that the era of hybrid vehicles (HV) might be coming, creating a standstill in the overall EV market.
However, all of these worries are unnecessary.
Certainly, HV may have significantly increased sales compared to the previous year. However, considering that HV has been on the market for almost 27 years since Toyota first introduced the first model in 1997, it may not look so revolutionary now that it is suddenly gaining momentum.
On the other hand, it may be premature to make short-sighted judgments such as cooling off or reaching a standstill for EVs, which have only been on the market for around 14 years since the release of the first generation Leaf in 2010 and just over 10 years since the release of the Tesla Model S in 2012. Even if EVs occasionally fluctuate in sales depending on the situation, rushing to conclusions like a cooling-off period or standstill is hasty.
The view that plug-in hybrid vehicles (PHEVs) will increase sales instead of EVs in the future is also a premature assessment. PHEVs are, after all, a transitional type of vehicle between EVs and HVs, with a focus on being an "interim measure" until EVs become more widely adopted.
If one only travels short distances and needs to charge unnecessarily, an HV that does not require charging is sufficient. Even for long-distance trips, since EVs now have longer driving ranges per charge, there are limited reasons to choose a PHEV that can only travel around 100km on electric power.
If auto manufacturers only seek profits from a short-term perspective, they may be inclined to get involved in HVs or PHEVs. However, with Tesla's Superchargers becoming the standard in the USA, the increase in EV driving ranges, and the realization of low prices for Chinese-made EVs, it is not difficult to imagine consumers considering EVs as their top choice. It is hoped that each auto manufacturer will engage in business activities that anticipate such a future.PriusAlready 27 years have passed since the first HV was introduced by Toyota in 1997, making it not as revolutionary as it may seem due to struggling to sell for nearly 30 years.
On the contrary, EVs have only been on the market for a little over 14 years since the launch of the first generation Leaf in 2010 and just over 10 years since the Tesla Model S was launched in 2012. It would be premature to make short-sighted judgments like cooling off or reaching a standstill, even if EVs occasionally increase or decrease sales depending on the situation.
The idea that plug-in hybrid vehicles (PHEVs) will expand sales instead of EVs in the future is also a premature assessment. PHEVs are a transitional vehicle type between EVs and HVs, with a strong aspect of being a "transitional measure" until EVs become popular.
Auto manufacturers may be tempted to get involved in HVs or PHEVs if they are only seeking profits from a short-term perspective. However, it is not difficult to imagine consumers considering EVs as their top choice as Tesla's Superchargers become the standard in the USA, EV driving ranges increase, and Chinese-made EVs achieve low prices. It is desirable that each auto manufacturer engage in business activities anticipating such a future.
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