Comment by grecy | Hacker News Reader

Comment by grecy | Hacker News Reader

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Ford is targeting production of 2m EVs by 2026 which Tesla will probably exceed in 2023.

For the F-150 Lightning, they're aiming to build 150,000 per year, which is virtually nothing. [1]

GM is targeting 1m EVs by 2025 which Tesla did in 2021.

Honda and Toyota are barely even trying.

Kia is publicly targeting 500k cars by 2026 so they won't be competitive.

Hyundai is targeting ~1.9M EVs by 2030 which is a number Tesla will eclipse next year.

VW has stated they will overtake Tesla by 2025, but barring some magical construction capabilities that allow them to build factories in absolute lightning speed they also will not have the capacity to overtake Tesla.

So at this point it doesn't really matter what any other manufacturer builds, they're simply not building enough of them.

That is not evening mentioning Tesla's massive lead with thousands and thousands of charging points. Who is going to catch up to that?

[1] https://www.autoevolution.com/news/ford-explains-how-it-will...

So, what you're saying is that in a few years, Tesla will be, at best, only 30% of the EV market, as opposed to pretty much 100% these days ? And that they'll be fighting against actual constructors that know how to make cars without flimsy plastic panels that wiggle ? And that all these cars are of higher build quality and equal or better than a Model 3 that starts at $50k, while they'll all be cheaper ? And that all these companies have existing factories and repair shops all over the US, Europe and other countries, as opposed to Tesla who's spent their time propping up their stock price and not building anything ?

Yeah, no. It's not looking good for Tesla.

Man, if they had been building stuff instead of propping up their stock price they could have done crazy stuff.

They could have built a factory in Texas bigger than the Pentagon by now.

Oh well, too bad they’re not building stuff.

I mean anyone can catch up.

It's not like Tesla sells 1 million this year, and then 2M in 2023...256M in 2030. Volkswagen, the whole group, not just the specific marque, sells ~10million cars a year.

Manufacturing isn't trivial or anything but there's a ceiling above which marketing/sales becomes the limiter.

> That is not evening mentioning Tesla's massive lead with thousands and thousands of charging points. Who is going to catch up to that?

Everyone. CCS cars can charge on all CCS chargers on all charging networks, including Tesla's charging network. That's the advantage of a common standard:

https://electrek.co/2022/05/18/tesla-expands-supercharger-pi...

Shell is starting its roll-out of 360 kW chargers:

https://insideevs.com/news/586164/abb-shell-nationwide-deplo...

https://www.electrive.com/2022/05/12/shell-to-install-100k-c...

Ionity's chargers are all 350 kW units: https://ionity.eu/en/weareonit

Circle K's charging stations are nice. They use Alpitronic's 300 kW chargers: https://www.youtube.com/watch?v=4TVohXHjLro

The new HYC400 charger model from Alpitronic is 400 kW: https://www.linkedin.com/feed/update/urn:li:activity:6931968...

FastNed continues to grow its network: https://fastnedcharging.com/en/

BP is installing chargers: https://www.youtube.com/watch?v=zaSRn6hYOwc

So is Repsol: https://insideevs.com/news/375020/repsol-most-powerful-charg...

So is Total: https://www.electrive.com/2021/05/03/charge4europe-and-total...

Wireless charging is coming: https://www.youtube.com/watch?v=aq7SP18sPKw

And so on.

> Everyone. CCS cars can charge on all CCS chargers on all charging networks, including Tesla's charging network. That's the advantage of a common standard:

I don't know about the situation in the US, but in Europe v2 and v3 superchargers support CCS as well, as do Model 3 and Model Y out of the factory. For the Model S and Model X there is an adapter available, allowing them to use CCS as well.

https://www.tesla.com/en_GB/support/supercharger#ccs contains some additional information regarding CCS support.

Tesla recently announced that they will be adding CCSto American Tesla DC chargers and opening them up for anyone to use.

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