Kasuwannin kasuwar motocin lantarki na Tesla na iya faduwa daga kashi 70% a yau zuwa kashi 11% nan da 2025 a fuskar karuwar gasa daga General Motors da Ford, sabon bugu na Bankin Amurka Merrill Lynch na shekara-shekara na binciken "Car Wars".
A cewar marubucin bincike John Murphy, babban manazarcin mota a Bankin Amurka Merrill Lynch, jiga-jigan Detroit guda biyu za su mamaye Tesla a tsakiyar shekaru goma, lokacin da kowannensu zai sami kusan kashi 15 cikin 100 na kasuwar EV.Wannan haɓakar kusan kashi 10 cikin ɗari na kasuwa ne daga inda masu kera motoci biyu ke tsaye a yanzu, tare da sabbin kayayyaki kamar F-150 Lightning da Silverado EV pickups na lantarki da ake tsammanin za su haifar da ci gaba mai ban mamaki.
"Wannan rinjayen da Tesla ke da shi a cikin kasuwar EV, musamman a Amurka, an yi shi.Za ta yi sauye-sauye ta hanyar da ba ta dace ba a cikin shekaru hudu masu zuwa."John Murphy, babban manazarcin auto Bank of America Merrill Lynch
Murphy ya yi imanin Tesla zai rasa babban matsayinsa a cikin kasuwar EV saboda ba ya fadada fayil ɗin sa da sauri don ci gaba da kasancewa tare da masu kera motoci na gado da kuma sabbin farawa waɗanda ke haɓaka layin EV ɗin su.
Manazarcin ya ce shugaban kamfanin na Tesla, Elon Musk, ya shafe shekaru 10 da suka gabata, inda zai yi aiki a inda ba a yi gasa da yawa ba, amma “a halin yanzu ana cike wannan gurbi ta hanya mai yawa cikin shekaru hudu masu zuwa ta hanyar samar da kayayyaki masu kyau. .”
Tesla ya jinkirta da Cybertruck sau da yawa kuma shirye-shiryen na gaba-gaba Roadster suma an tura su baya.Dangane da sabuntawar kwanan nan daga kamfanin, duka motocin lantarki da motar wasanni za su shiga samarwa wani lokaci shekara mai zuwa.
“[Elon] bai yi sauri sosai ba.Yana da babban hatsabibin da [sauran masu kera motoci] ba za su taɓa kama shi ba kuma ba za su taɓa iya yin abin da yake yi ba, kuma suna yi.”
Masu gudanarwa daga Ford da General Motors sun ce suna shirin kwace babban taken EV maker daga Tesla daga baya cikin shekaru goma.Kamfanin Ford ya yi kiyasin cewa zai kera motocin lantarki miliyan 2 a duk duniya nan da shekarar 2026, yayin da kamfanin GM ya ce zai sami karfin karfin sama da EV miliyan biyu a Arewacin Amurka da Sin idan aka hada su zuwa shekarar 2025.
Sauran hasashe daga binciken "Car Wars" na wannan shekara sun haɗa da gaskiyar cewa kusan kashi 60 cikin 100 na sabbin farantin suna ta shekarar ƙirar ta 2026 za su kasance ko dai EV ko matasan kuma tallace-tallace na EV zai tashi zuwa aƙalla kashi 10 na kasuwar tallace-tallace na Amurka a wannan lokacin. .
Lokacin aikawa: Jul-02-2022