Tesla
Telsa is the market leader in battery electric vehicles. They sold 50,000 Model S in 2015 and plan to sell 80–90 thousand Model S and Model X vehicles in 2016. They have nearly 400,000 reservations for the Model 3.
Telsa is building a GigaFactory that will produce 100 GigaWatt hours of batteries, and 150 GigaWatt Hours of packs (using 50 GW of imported batteries). Telsa has over 200 stores and galleries. Tesla has hundreds of super chargers and destination charging locations.
GM
GM currently produces the Chevy Volt which is currently (May 2016) the 2nd best selling electric vehicle behind Tesla Model S. It sold 15,393 in 2015. It is a plug in hybrid with 53 miles of electric range.
The Bolt is an all electric BEV scheduled to come out in late 2016. It will have 200 miles of range and cost $30,000 after tax credits.
Nissan
In 2014 the Nissan Leaf was one of the market leaders for EVs selling 30,200. But in 2015 sales were sales fell to 17,269. The drop was likely caused by lower gas prices. Tesla Model 3 reservations may be continuing to hurt Nissan Leaf sales.
Daimler
Mercedes produces the all electric B class. At the 2016 paris auto show they announced they will have 10 electric car models by 2025 under the EQ brand. In September 2016 anounced 1 billion euro investment in a battery factory. In November 2016 they anounced plans to invest 10 billion euro in electrification. Daimler should be motivated because the Tesla Model S competes directly with the Mercedes S Class and because Tesla also threatens their image as a technology innovator.
BMW
The i3 is an all electric BEV with range from 81 miles or 150 miles. They also produce the high end i8 hybrid. However, BMW is not planning to release a new i series EV till 2021. Several of their top people working on the i series were poached by Chinese startup Future Mobility. BMW is planning to release an electric 3 series in 2018.
Toyota
Toyota sells Prius hybrids and plugin hybrids, including the Prius Prime. They offer hybrid options on popular models such as the Camry and Avalon. Toyota released the Mirai, a hydrogen Fuel Cell EVs, which has not sold well.
VW
Volkswagen produces the all electric e-Golf. They are working on an all electric concept car they plan to produce in 2020. In an effort to help their image since DieselGate they have anounced plans to sell 2 to 3 million EVs by 2025.
The Porsche Mission e is an all electric concept car set to be produced in 2020. Audi has a concept car, the e-tron quattro, it plans to produce an all electric vehicle in 2018.
Jaguar
Jaguar, owned by Tata Motors, plans to release the I-Pace in 2018. I-Pace is an all electric concept SUV with 220 miles of range. No pricing has been given, but it’s expected to compete with Tesla Model X.
Ford
Ford produces the C-Max, a plugin hybrid. They also have a hybrid version of the Fusion. Their electrification strategy is to electrify their trucks as hybrids. They don’t appear to have an all electric strategy.
FCA (Fiat / Chrysler)
FCA loses $10,00 on every Fiat 500e they sell. Sergio Marchionne states that it is only for compliance purposes and doesn’t seem interested in electric cars. They are releasing the 2017 Chrysler Pacifica plug-in hybrid minivan.
Non-legacy competitors
Uber
Uber doesn’t manufacture vehicles but could be on of Tesla’s biggest competitors because they are both targeting ride-sharing and autonomous vehicles. Uber launched self driving experiment in Pittsburgh in September 2016.
Google
Google is focused on autonomous vehicles. It’s unclear how they plan to compete. They could compete in ride sharing, manufacturing vehicles or as a supplier to auto companies. They have created a self driving vehicle. They also have a fleet that has driven 2 million autonomous miles as of September 2016.
Apple
Apple, maker of iPhones and Mac computers is widely known to be building an electric car, but is very secretive about their plans. In September 2106 they laid off dozens of employees and signaled uncertainty about their direction.
BYD
BYD is a large manufacturer based in Shenzhen China. They currently have $100B+ market cap and Warren Buffet is an investor. They make EVs (e6), electric buses, plug in hybrids, energy storage products, solar panels, lighting and they are a large battery manufacturer. They are planning to build more capacity similar in scale to the GigaFactory.
Faraday Future
Faraday Future is a secretive Chinese startup backed by Jia Yueting. They have produced a high end concept car called the FFZero1. Based in Gardena, CA.
LeEco
LeEco is a large Chinese electronics manufacturer. It has a strategic partnership with Faraday Future and was founded by Jia Yueting. It has also produced an in-house high end, concept sedan, the LeSee, that it plans to produce.
Future Mobility
Future Mobility is Shenzhen based startup backed by Tencent, FoxConn, and Harmony. They have poached talent from BMW and Tesla.
Qiantu Motor
Qiantu is backed by CH-Auto, an existing Beijing car manufacturer. It has produced a concept roadster, the Qiantu K50.
Karma
Fisker Automotive file bankruptcy in 2013. It was bought by Chinese investors in 2014. Based in California.
Lucid
Lucid (formerly Atieva) is based in Menlo Park, CA and founded by former Tesla VP Bernard Tse. The majority stakeholder is BAIC, a chinese auto manufacturer. They plan to deliver a luxury sedan in 2018. The vehicle is the Atvus and is similar to the Model S.
NextEV
NextEV is a Shanghai based startup raised $500M in 2015. They have produced a hyper-car concept, the NIO EP9.
GLM
GLM is a Japanese electric car company founded in 2010. They have a high end concept car, the g4.
