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Tesla-EVs, download, Top-20-electric-vehicles-in-world-2019-CleanTechnica,…
Tesla-EVs
PARTS
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Participants
value net
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competitors
short-term(majors)
Toyota, Mazda Australia and General Motors Holden
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suppliers
spread across the U.S., Europe and Asia.
75% are Taiwanese companies, because
copy the concept of mobile phones to electric vehicles:respect intellectual property so won't steal technology.
Compared to other countries,has come from the IT industry, so has high-speed transmission.
Do all components besides engines and the entire gearbox
, and these two are exactly what Tesla completely ignored.
complementors
Toyota, Mazda Australia and General Motors Holden
(short-term competitors)
their low-efficiency vehicles will cause pollution, consumers are moving to electric vehicles.
(the decline in revenue from 4% ~ 12.3% is proven.)
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Added values
let the value between Tesla's used car and competitor's new car remains the same.
(per vehicle for its customers is higher than any other companies.)
softwarre: continuously improves the vehicles it has sold, and for free.
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AMC framework
Capability
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Self-supervised learning, imitation learning and reinforcement learning are one of the top artificial intelligence application research teams in Silicon Valley and even the world
Awareness
2016 ~ now
The acquisition of SolarCity transformed Tesla into "the world's only vertically integrated energy company
Electric vehicle manufacturing, autonomous driving technology development, chip design, solar cells, and even auto insurance
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Not a simple electric vehicle company, but a "new venture enterprise chain" composed of more than 10 new ventures
future
Layout of tool vehicles used in construction, agriculture, and mining, so that the technology of electric vehicles can be applied to more industries in need
early period
Environmental protection, reduce global warming
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Comparison
Similiar
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Auto-pilot level 2~3
Both generate pollution
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Summary
Network Effect
Tesla will become more and more aware of everything the car owner drives, including the frequency of battery swaps, mileage, and even the driving path (which can be calculated from which swap station you are swapping), and then optimize the swap system. When the system becomes more and more useful , There will be more users willing to join.
Tesla is actually an "energy company", not an electric car
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