[TP1] External Environmental Analysis, G7 (陳譽方 Sophie, 陳湘琳 Michelle, 米蘭…
[TP1] External Environmental Analysis
Increase production and economies of scale.
Needed for lithium-ion batteries that power cars.
From the small Pacific island of New Caledonia.
LG and CATC
Supply cells to Tesla’s Shanghai factory.
Direct to customer.
Located at high human traffic, high visibility retail locations like shopping malls and streets.
Best-selling of Hyundai.
First Kia electric vehicles.
Sell well in Europe.
Product Life Cycle
Published in June 2008
Delivery in June 2012
Tesla Model S
Still need to convince people and attract more people to ues them.
Published in February 2012
Delivery in September 2015
Tesla Model X
Available in 2008
Discontinued in 2012
The huge cost of research and development.
The transmission system of this electric vehicle had big problems.
Published in March 2016
Delivery in July 2017
Tesla Model 3
Announced in 2015
The importance of sustainable development.
Tesla's development of renewable energy technology is very good.
Announced in October 2016
Tesla Solar Roof
Accelerating global transition
Most compelling car company
Regulatory Credits > Sales of Cars
Making money until the end of 2019
Supply Chain Risk
Production Trouble and Delay
Regulation for Self-driving
Increasing the Supply Chain
Diversifying Business and Market
fuel price increasing
high demand for e-cars
target at middle class consumers
Model 3 production
the first midsize car
offer half of flagship's base price
renewable energy and battery costs decreasing
reducing carbon emissions
Sold over 550K tesla vehicles
Saving over 550K internal combustion engines
An fuel economy of 22 miles per gallon
Recovery of critical minerals
All metals used in Tesla' battery cell
Kill air pollution
Water use per vehicle Manufactured
45% to 2.9 cubic meters per vehicle
Expanding environmental programs and reducing waste disposal
US Goverment's interest
offer credit tax for buying electric car
up to $7,500
in or after 2010
granted a $465 million loan
built production facitity in Fremont
launched Model S
Political Tension between the US and China
to enter China
in 2019, generated $ 3 billion
by 2020, revenue $6.6 billion
China has restricted Tesla
worry of being spied
operating in 17 distinct countries
different political patterns and legal factors
Joe Biden want to replace
the electric cars
FIVE FORCES ANALYSIS
Rivalry among existing competitors
Bargaining power of buyers
wild target customers
customers have limited negotiating power
Threat of Entrants
Barriers to Entrants
barriers to entry
cost of entry
economic of scale
Bargaining power of suppliers
rely on suppliers for components
Threat of substitutes
other auto companies have announced plans to produce EV
customers still have lots of choices when buying a car
a compelling car company
accelerate the world transition to sustainable energy
reduce carbon emissions
promote their products as environmentally friendly
starts from scratch rather than trying to make changes to the existing plan
look for a new substitution for Cobalt
the container of Cobalt in the battery product drop by 10 to 15%
explore the core renewable elements of their product
the storage of batteries
successfully develop powerwall and solar roof in recent years
unsurpassable Drivetrain still makes profit and leaves its competitors in the dust
with the software system’s advancements, it’s likely to use FSD technology to self-driving cars in the future
米蘭 Thel Hsu
Saving emission from being released into the environment
High recover rates, low costs, and low environmental impact