[Global Network Technology Reporter Chen Jian] On Thursday, Tesla CEO Musk officially announced on Twitter that Tesla will release semi-trailer trucks in September this year, and pickups are also planning. , will be released in one and a half to two years. Tesla's electric car camp will be adding new products.
Tesla CEO Musk first revealed its first electric truck project last year. Musk said earlier that the semi-trailer truck named Semi is still under development. In the future, it will have oversized batteries of more than 100kWh.
He said on Twitter that his team has done a great job, this electric truck definitely has the ability to leapfrog. He did not disclose the details of this product, but said that it will be as good as other Tesla models, will be equipped with automatic driving mode.
Car analyst Michael Ramsay believes that Tesla’s infrastructure construction, including whether his charging station can keep up with demand, is a problem. He said that Tesla’s battery plant near Fremont, California, and Reno, Nevada may not be large enough to cope with the expansion of commercial vehicles. And developing a prototype vehicle is one thing, but actually it is another thing that is done. All of these require a lot of capital investment, and entering a new business means that you will pay more cost, and the control is not good. price.
Industry analysts say that replacing diesel with electric trucks will be a long and challenging task. According to industry research firm IHS Markit, electric vehicles will account for only 1% of the entire freight market by 2020. Ten years later, it will grow to 10%.
According to IHS researchers, electric trucks will reach 10% of the overseas market share in the EU and Japan after 2030, and up to 12% in China.
“Overall technical acceptance and cost barriers are expected to be a constraint for many commercial transport applications,†said Tom de Vleesschauwer, freight analyst at IHS Markit in London, who told Trucks.com in an interview last year. "The electric vehicles proposed by Tesla will not meet the required characteristics of use unless there is a major breakthrough in batteries and other related technologies such as electric motors."
Tesla will launch the Model 3 this year. He will be smaller than the Model S Sport and the Model X SUV. It is designed to sell as low as $35,000, while the previous models often have more than $100,000, Tesla. There will also be a compact Y series SUV, analysts believe that this compact SUV will become an explosion. Tesla delivered 73,630 cars worldwide in 2016, and Musk predicts that this Y-type model will be sold between 500,000 and 1 million vehicles a year worldwide.
Last year, Musk stated that Tesla will launch various types of transportation, including self-drive electric semi-trailers, pickup trucks and buses. Musk said, "We believe Tesla's electric semi-trailer will greatly reduce the cost of cargo transportation, while increasing safety and making operations very interesting."
The truck industry magazine Truck Trend Magazine later responded to Musk's post, hoping that Tesla's truck looks like this.
Adam Jonas, an analyst at Morgan Stanley Research, said Tesla’s development of semi-trucks and related infrastructure could reach billions of dollars.
“Commercial vehicle transportation is a very different end market, different customers, engineering needs, vehicle needs and infrastructure,†Jonas wrote in a report to investors. “The entry of Tesla will enable Tesla to cover all major terminal markets for ground transportation. It reveals that Tesla’s management hopes to further expand the scope of market opportunities as far as possible, as well as the burden of implementing risk and funding programs.
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