Model 3 Highland Rumors, Specs, Prices, Margins
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- เผยแพร่เมื่อ 21 ส.ค. 2023
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This video is meant for entertainment purposes, not Tesla stock investment advice.
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Very positive presentation today Lee, thank you. As long as tesla can ramp the upgrade quickly, I believe Tesla are going to reduce the price to sqeeze OEMs' proverbial nuts even more.
Tesla typically adjusts pricing to maximize production. Significant changes and cost reductions in the new Highland could increase demand while reducing costs. If the changes allow faster production/increased capacity this together with lower unit costs could result in dramatically higher margins. IF this happens it is reasonable to expect a substantial boost in stock price…
Imagine if they get Model 3 under $30k. Then what about the compact? Imagine if they get that under $20k. Imagine! Elon never said the compact was gonna be a $25k car. We just assumed it
I think even 35k and 25k would be amazing.
I'm thinking Tesla model 2 $25000, model 3 $35000, model y $45000. If they qualify for full $7500 price reduction starting Jan. 1st, I'm in!
LEE!! Great stuff !! I too agree that Elon is going to shock the world with some major announcements in the not too distant future!! They will "crucify" the pathetic, supposed "big 3"!! This will be the last of many "nails in the cross" of the foolish OEM'S that are "choking and gagging" on their own HUBRIS!! Thanks for your ongoing efforts LEE!! Always at the top of my "must watch daily updates"!! Greetings from Canada brother!! GIDDYUP!!
Thanks for the info, keep it up.🎉
Great stuff. I value your content. Keep up the good work
You always have the best presentations. Thanks
Only 1 new gigga press?? Does that mean only rear castings??? I hope they are not only bringing model 3 up to date with model y. But are jumping to the next level.
Thanks Teslar economist
Cybertruck is already in production and Highland will be in a short time if not already!!
The new MS/X was a saga during the change from old to new model - the upgrade was near total. The Highland saga is sufficient such that we should expect everyone MY improvement to M3. As you say there is a major assembly line space saving. The M2 will make an even larger floor space saving such that I believe Tesla can produce 2, 3 and Y in the current Shanghai plant. I expect we will see the CT at scale and all MY types with structural pack HW4, etc, before M2 goes into production. Infact Fremont is building a new production 'hall' in one of its tent sheds - I bet this is to test M2 equipment and production techniques.
Tesla has an office in Pune India, it must have one in Monterrey Mexico both focused on building supplier relationships.
Telsa plants in Malaysia and elsewhere will focus on energy and battery precursor materials.
Thank you Lee for reminding people how Tesla prices things. I am getting tired of all the people assuming as soon as Tesla has a lower cost to build that they would just pass that along to the consumer. The ramp is going to take time, the vehicle will be improved, demand will be higher, so there is little reason to retail the Model 3 Highland for less. I see it going starting at $45,000 in the US, which is thousands higher than it is now. That is fine, because demand will be there and those who have to have it now, will pay the price.
It would bad business for Tesla to lower the retail of their new edition Model 3 with so many improvements. Buyers would just start selling their Model 3 Highlands for massive profits that Tesla could have had. It is very difficult to prevent owners for reselling their vehicles.
Those wanting a cheaper Tesla are going to have to wait for the Tesla compact. I still believe Tesla will surprise the market by getting a Tesla compact production line up and running in China first. They have the suppliers, the skilled work force, and there has been a Tesla China design studio there for years, so odds are they already have the details for the compact worked out for the Asian market.
The Mexico factory is already a little behind schedule, or at least the hoped for schedule, and I would say odds are it will be harder to get that factory built and ramped than many realize. Once up and running, it will likely become a great asset for Tesla, but do not think in 2025 it will be cranking out 500,000 Tesla compacts. It will be lucky to get 150,000 units out that year.
With refreshed 3 and Y selling at very competitive prices Tesla could own those categories for EVs with only those who object to the brand or want physical buttons in a car choosing a worst value option.
Giving the general public the impression that the shareholders are more important than the potential customer might not be a great pr strategy. Keep the hot collar greed a bit of a secret is my advice. Fixing the ADAS issues would be a good first step.
Model M3# 34,900.00
That all sounds very rosy.
Sounds more possible to me.
The reduction in manufacturing cost is interesting compared to a couple of hundreds of the screen price which seems to drive the Wall Street BEDWETTERS into a frenzy---truth will out- eventually 👍 “ don’t panic Mr Mainwaring” 🤭
US will have high tariffs to dissuade China OEMs from bringing their vehicles here. With thin to no margins, China will not be able to compete and sell vehicles.
They already have very thin margins
It wont stop them but it will slow them down for sure. But its the image of “made in china” that will dissuade Americans from buying them more than anything. Cheap quality. Lack of trust. Thats what people think of when they think of chinese products
Seems to me, people want teslas, not simply EVs
When the range is 425 miles, I’ll be impressed. 300 is simply not enough to convince most buyers
Since I Rarely drive over 300 miles per day….I disagree. 300 miles is plenty of range for most drivers. Also, charging stations will be everywhere like gas stations are now so no need for 400-500 mile range cars.
yup, these long distance drivers must have strong bladders! Here it is recommended to stop for a driver break after two to three hours. You can get quite a bit more range in during that time. What is needed is more fast chargers - they are coming, more slowly here than in the States though. For my needs overnight cheap tariff charging cost me around £9 (say $11) for the equivalent of a diesel tankful and gives me about 200 miles range in seven hours overnight.
You forgot about the Semi dude.
R u sure you understand Tesla product rollout😒😕😕.
No new product....wake up.
Boring. Talk about Optimus robots and FSD in the future.
WE WANT $5,000 A SHARE TALK. WE WANT ROBOTS!
C'MON MAN.
BORING CONTENT.
MORE ROBOTS. MORE 2030'S TERMINATOR TALK.
Gurgle burper.
Still waiting for my HVAC ☝️
$5k is delusional
@@darylfoster7944 oh wow. You believe everything you read? You're delusional.
How ironic.
By that time I've got a really exciting bridge to sell you.