We are going from 20k units/mo. of vehicle deliveries very quickly to 40k units/mo. With new models we will continue to see very fast growth rates on deliveries. By extension, this means we should be seeing exponential growth in PSS usage. Since each vehicle may require something like 4 swaps per/mo., if they do not continue deploying swap stations, users may run into capacity constraints with the existing swap infrastructure. So, NIO's problem will actually quickly become a problem of not having enough swap stations when vehicle deliveries ramp up so quickly. At least that's my current opinion. Merry Christmas to you and yours!
It’s been a given since Dec 10 or so that they would hit their target. They didn’t even need to exceed their prior record by that much, and they reiterated the target… and pretty sure they know better than us what they’ll hit. Pretty clear that 2025 is going to be a 365,000+ delivery year.
We are going from 20k units/mo. of vehicle deliveries very quickly to 40k units/mo. With new models we will continue to see very fast growth rates on deliveries. By extension, this means we should be seeing exponential growth in PSS usage. Since each vehicle may require something like 4 swaps per/mo., if they do not continue deploying swap stations, users may run into capacity constraints with the existing swap infrastructure. So, NIO's problem will actually quickly become a problem of not having enough swap stations when vehicle deliveries ramp up so quickly. At least that's my current opinion. Merry Christmas to you and yours!
It’s been a given since Dec 10 or so that they would hit their target. They didn’t even need to exceed their prior record by that much, and they reiterated the target… and pretty sure they know better than us what they’ll hit.
Pretty clear that 2025 is going to be a 365,000+ delivery year.
Jan 1's Dec delivery number will include all oversea number which will be more than all 4 Dec weakly numbers.
Correct, I forgot to mention it but that is very true. So we should have a clear shot at 30k.
Do AMD next. New paper by Dylan Patel compared MI300X to H100 + H200, said the software stack is lacking considerably compared to Nvidia’s.