Crazy Tesla will become the car of Apple

Tesla has produced a Model 3 turned the market’s enthusiasm.

Just three days, the Tesla Model that cost $ 35,000 3 orders received has reached 276,000 units, you know, Tesla, from its inception to the number of cars sold today are only 107,000.

We see media coverage reports, Tesla Stores pay $ 1000 down a steady stream of people in the front row, 6:45 went to the line and found that there are more than 100 people waiting in front. The point is, if make a deposit which will have two years to get the car and Tesla is famous for “procrastination” patients, users often have to wait for a long time, finally paying the price also expected high.

Since the end of February after hit a one-year low, Tesla’s stock price has soared to 60%. On the a-share market, post concept, concept electric vehicles also rose, the lead section.

No matter from which point of view, the phenomenon caused by the Model 3 is rare these days, only compared to the Apple iPhone was perhaps the only.

Mania

Wall Street stories had previously introduced, as Tesla into the mass car market a cheap car, Model 3 is many analysts considered to be a revolutionary product, the industry will usher in the iPhone.

Information equipment team Chen, an analyst at haitong securities wrote in a report:

Tesla is allowing people to “fascinate”, not only because it is more environmentally friendly new energy battery, because from the point of view of electricity cost and easier to charge, electric cars are not enough to make people “crazy”. We believe that Tesla is the most valuable, including its advanced automatic driving system of full sense of science and technology, is it different from the other new energy vehicles and petrol powered vehicles.

Automatic driving and telematics trends for the automotive industry, is expected to take over from smart phones become the next power drive the development of electronic industry. Electronics industry on a wave of alternative investment opportunities from the smart phones mobile phone industry chain reconstruction from feature phones, Apple is the leader in wave and “seaman”.

And the next big wave of opportunities in the electronics industry, we think that is likely to be the cars from the current “travel” to the direction of development of intelligent network functionality, in this process of development, Automotive electrical degree high automotive investment opportunities is a gold mine.

At present, haitong Apple believes Tesla has the potential to become the auto industry, on the grounds:

1) background of the industries in which they are similar to automotive industry the current stage much like the cell phone industry around in 2005–2010 stage, when cell phones are intelligent momentum, but there is also a large catfish-Apple, with its perfect user experience, upset the whole mobile industry, mobile intelligent trend to a climax. At this stage, intelligence, Web trends in the automotive industry has been established, and the emergence of Tesla is committed to the most innovative technology, the ultimate driving experience for people;

2) every business may be subject to the interests of both traditional and innovative ideas, insurgents tend to come from new entrants, when Apple in the mobile phone industry, Tesla has the features of automobile industry;

3) of any great company needs a visionary and near-paranoid leader, Steve (SteveJobs) was distinguished executives, Apple launched iPod, iPad, iPhone, iTune, amazing products, and musk (Elon Musk) success as much as Steve jobs, create a PayPal, SpaceX and TeslaMotor earned him a worldwide reputation.

Cold water

But Tesla to become the Apple of the cars also faced several big problems.

1) more and more competition. When Apple’s iPhone, people of Nokia and BlackBerry are not given due recognition. Other big factories began rolling out electric cars today. Including Bolt,Leaf, etc. Bolt will cheaper than Model III in the future. BMW I8 force gebitesila Model s high;

2) prompt restrictions on capacity. Apple passed rapidly the capacity of Foxconn, will all of a sudden the phone in global popularity. But this is difficult to do. Whether Tesla baochan to China, so that capacity on other Nations to help its rapidly. Even the production of 200,000 cars a year, and every year millions of truck shipments are not enough; Incipio iPhone 6 Plus

3) lies in higher gross margins and stickiness of the moat. How Tesla can make money by selling cars. Great products is not cost-effective;

4) mobile phones we do not care about crash. Basically Apple is now the party of millet. It’s hard to tell who it is. But if Tesla were really big, you would worry about crashes? Assumed permeability of Tesla really popular, all of them Tesla a supermarket car park. This feeling is very strange. Can also lead to user willingness to no longer want to buy. Incipio iPhone 6 Plus

”Obviously, Musk is a great entrepreneur, but judging from the moat, Tesla is far less than the Apple. “Article mentioned that Apple’s gross margin is the highest in the world of cellphones. Through its software are part of the IOS system, grab the user stickiness, and make money selling hardware. Buy Apple for its system, rather than just buy the phone’s performance. But the Tesla barrier in where? Brand the force will soon disappear, if not the beliefs that make consumers continue.

[Article correction]

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Tags: Science and technology And anecdotes

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