https://www.statista.com/statistics/232958/revenue-of-the-leading-car-manufacturers-worldwide/
http://www.jato.com/global-car-sales-2-4-2017-due-soaring-demand-europe-asia-pacific-latin-america/
http://www.dw.com/en/big-carmakers-big-profits/a-19480709?xtref=https%253A%252F%252Fwww.google.com.au%252F
Pre-tax profit margin FY2016:
- Ferrari 19.34%
- BAIC 13.14% (China)
- Geely (owns Volvo) 11.56%
- Subaru 10.82%
- BMW 9.8%
- Suzuki 9.31%
- Renault/Nissan 8.24%
- Toyota 7.94%
- Daimler (Mercedes) 7.88%
- BYD 7.03%
- GM 7.02%
- Honda 6.02%
- Hyundai 5.96%
- Ford 4.48%
- PSA Peugot Citroen 4.34%
- Mazda 3.99%
- Tata 3.45%
- Fiat Chrysler 2.52%
- Volkswagen 1.75
Tesla vehicles delivered worldwide:
Tesla revenue:
Tesla gross margin:
Model 3 breakdown of component costs:
- 40% Battery
- 14% Electronics
- 11% Suspension
- 11% Interior
- 10% High voltage motor
- 8% Exterior
Tesla could already be profitable if they chose to be a niche car maker in the luxury market as they would not need to fund very expensive development of their mass market, low cost Model 3 nor would Tesla need aggressive expansion of its Supercharger network or expensive Gigafactory for batteries.
But that's not the plan. It's never been the plan. Model 3 has always been the end goal: an affordable EV with sufficient performance to satisfy mainstream consumers. Tesla have chosen to lead the world of electric vehicle and have extremely ambitious plan to produce 500,000 cars/year starting in 2018. I believe this is mission impossible yet they will yet there in time.
Assume that Tesla can sell the following starting Q3 2018 per quarter:
- 14,000 Model S at average selling price of $75,000
- 12,000 Model X at average selling price of $100,000
- 60,000 Model 3 at average selling price of $50,000 per quarter
- Hence total volume is 86,000/quarter and total revenue is $5.25B/quarter
- Extrapolating above volume 344,000 /year and revenue $21B/year
In one year they have potential to build more cars than than they did in the entire Tesla history.
There is a striking relationship between the sales trajectories of Elon Musk's Tesla and Henry Ford's early Model T - Tesla now on track to produce 500,000 cars/year before 2020:
There is a striking relationship between the sales trajectories of Elon Musk's Tesla and Henry Ford's early Model T - Tesla now on track to produce 500,000 cars/year before 2020:
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