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Random EV thoughts.....

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Comments

  • Registered Users, Registered Users 2 Posts: 16,178 ✭✭✭✭AndyBoBandy


    Tesla delivered 1.3M cars last year, and are about to massively ramp up production in most of their factories…. Higher prices could stifle demand, so lower prices coupled with all factories churning out loads of cars and selling them all, even for lower prices is ultimately good for business.

    there might be a lower margin in each car, but if they are selling more cars the overall margin should continue to rise…

    F3E5DBAD-D3CB-4EF1-9DD0-263711022A66.jpeg




  • Registered Users, Registered Users 2 Posts: 12,988 ✭✭✭✭mfceiling


    What upgrades do they turn off when you sell the car?



  • Registered Users, Registered Users 2 Posts: 16,178 ✭✭✭✭AndyBoBandy


    If you trade in a Tesla with EAP/FSD or even free Supercharging for life to Tesla themselves, they’ll most likely remove those ‘upgrades’ (definitely in the case of free supercharging), and sell the car on minus those features.



  • Registered Users, Registered Users 2 Posts: 4,576 ✭✭✭eagerv


    Tesla certainly have shaken up the market. Good news for all of us, except those of us who have recently bought. But I suppose the low depreciation couldn't last forever.



  • Registered Users, Registered Users 2 Posts: 6,222 ✭✭✭creedp


    Your cost of change shouldn't be massively affected. This is great news for people trying to buy their first EV as prices had become crazy. Also good news for people waiting for more affordable used EVs

    Hopefully now other manufacturers will be forced to up volume to reduce unit costs and prices. Tesla leading the way again



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  • Registered Users, Registered Users 2 Posts: 23,106 ✭✭✭✭ELM327


    Yes but only if sold to Tesla. Third party sales do not get changed



  • Registered Users, Registered Users 2 Posts: 16,178 ✭✭✭✭AndyBoBandy


    Aye, as I’d mentioned;

    If you trade in a Tesla with EAP/FSD or even free Supercharging for life to Tesla themselves



  • Registered Users, Registered Users 2 Posts: 7,958 ✭✭✭munchkin_utd


    thats a massive jump in Tesla units sold.

    Another reason for their price drop may be that the likes of BMW are now on the scene with electric cars and if Tesla can both undercut the old companies by both price and delivery availability, they could make a killing on the company car market.

    Just a random fact, that I wouldnt have thought of coming from a place like ireland where cars are mostly bought privately, in Germany something like 90% of Audi A4s are sold to non private customers, whether its for company cars, or indirectly to leasing companies. That means that very few buy new cars direct from the manufacturer and theres a whole "thing" of 1 year old cars being sold on in mint condition. If Tesla cornered that market in Germany, or UK or US, thats a massive blow for the legacy premium car manufacturers.

    I did hear a Tesla rep in Germany mention back when they were building their new plant near Berlin that they had plans to go after the company car market (and do this subsidised by the german taxpayer!!!) so maybe this is the beginning of them pricing their cars accordingly..... almost in the sweet spot of an Audi A4 .

    (also.... off topic... the CEO of Audi was pondering there before xmas whether they would even exist as a brand in 10 years)



  • Registered Users, Registered Users 2 Posts: 16,178 ✭✭✭✭AndyBoBandy


    I think Tesla are going to clean up, Clean up everywhere with those prices!!! (I can buy a Model Y in Lithuania for sub €40k plus €1,200 delivery)

    45ED9605-F1B0-4428-AA8D-0AB6C17E744F.jpeg


    Could you imagine if you were still waiting for your Toyota Bz4x…. And now you’re gonna see loads of RWD Model Y’s whizzing around in a few weeks going further on a full charge and charging much faster…. And they paid less…… and your still waiting for your Bz4x….



  • Registered Users, Registered Users 2 Posts: 13,003 ✭✭✭✭the_amazing_raisin


    It'll be interesting to see the response from other manufacturers, hopefully will bring prices down overall

    I think it's a benefit for everyone, depreciation will still be low compared to historical standards, and if you're trading in for a new car then the new car might be available at a semi realistic price


    For example, the price of an ID.4 1st edition Max in 2021 is roughly equivalent to the mid spec one today, and the current Max version is around €15k more

    So in 2024 when your PCP is up and you're thinking of trading in, what's the point? You'd have to spend a chunk of cash to get literally the same car, just newer, or settle for a lower spec. Might as well just make the balloon payment and keep the 2021 car


    If prices start to drop, then suddenly that newer shiner VW, Kia or Tesla starts to make a whole lot more sense

    "The internet never fails to misremember" - Sebastian Ruiz, aka Frost



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  • Registered Users, Registered Users 2 Posts: 1,747 ✭✭✭traco


    Hard to know what competitors will do - them may sit tight for a while and see what happens when the dust settles. Many have silly leadtimes and those waiting may jump ship in the short term to get a car quicker and cheaper. Some just won't buy Tesla anyway as its not a traditional style interior etc etc.

    I'm no Musk fan but I'd probably buy one as I like the cars, tech and charging, the other thing that I haven't seen mentioned yet is his 30k EV statement way back in the day. Is this setting the tone for a push to that price point? He has the battery and factory capacity and the more they build the more buying power they have to lower costs further.

    Could be a very interesting year or two ahead.



  • Registered Users, Registered Users 2 Posts: 16,178 ✭✭✭✭AndyBoBandy


    I can’t see Audi/BMW/Mercedes prices budging much…. But VW, The Koreans and all the rest will have to respond in some way surely?

    It seems like Tesla have placed themselves extremely well to go to war against all the competition.. they have all that production already up and running and are about to ramp up massively too…

    there will be Tesla’s EVERYWHERE!!



  • Moderators, Motoring & Transport Moderators, Regional East Moderators Posts: 8,262 Mod ✭✭✭✭liamog


    Tesla seem to have been the first manufacturer where their supply has matched demand. They've been making a huge margin compared to other auto makers so can afford this cut to increase demand.

    It's really going to put pressure on other manufacturers to shift towards more affordable offerings.



  • Registered Users, Registered Users 2 Posts: 1,747 ✭✭✭traco


    Between Tesla and the Chinese brands the squeeze is definitely on the established players. They got to arrogant with their supply chain over the years and are paying the price for that now which serves them right. I love my german cars but the last 24 months things had become completely stupid.

    Its also no longer possible to dismiss the Chinese quality as they are very close now. The BMW iX3 is built in a China and nothing wrong with materials or fit and finish but irs price point is ridiculous, tick a box or two and its 80k.

    I'd imagine there are a lot of very stressed sales departments in dealers around the country this morning



  • Registered Users, Registered Users 2 Posts: 9,432 ✭✭✭markpb


    I think people are expecting a lot from this but most people are extremely conservative when it comes to car buying. They'll continue to buy Toyota because they always did and their parents did. They'll buy from the same garage that they always did. If they're open to swaying, it's because Kia offer a much longer warranty than others (for example) and not Tesla because the nearest service centre is 200km away. It's still positive but maybe not as positive as in other countries.



  • Registered Users, Registered Users 2 Posts: 1,747 ✭✭✭traco


    Valid points out creatures of habit and the saving could be 5k less in a few months or even by the time some cars get delivered. I just pdf'd Tesla Dublin M3 stock list for reference down the road. It doesn't look to me like they have been altered.

    Some cars on donedeal in other dealers have dropped, others haven't but its still very early days yet. Did the same with doendeals listings



  • Registered Users, Registered Users 2 Posts: 4,576 ✭✭✭eagerv


    They should have called it the Model T🤣



  • Registered Users, Registered Users 2 Posts: 23,106 ✭✭✭✭ELM327


    I wonder if the oft mooted model 2 would be that 30k EV in europe.



  • Registered Users, Registered Users 2 Posts: 6,222 ✭✭✭creedp


    People said the se about online sales. It hasn't taken long for online sales to become the norm for many. Everywhere you go now, even in theost rural locations, you'll find online delivery vans



  • Registered Users, Registered Users 2 Posts: 1,747 ✭✭✭traco


    Another cut of 5k on the standard M3 takes it into the 30's technically. I know its the very top but that never stopped the MarCom guys. Probably a strecth but I think its all bit exciting again. I though the whole new car scene had gotten a little dull, be it EV or ICE so its nice to see things getting a bit of a shake up.



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  • Registered Users, Registered Users 2 Posts: 318 ✭✭ltd440


    I suppose t will take a little while for used car prices to drop, the cheapest tesla i could find on donedeal today is a 4 year old model 3 for nearly 40k



  • Moderators, Motoring & Transport Moderators, Regional East Moderators Posts: 8,262 Mod ✭✭✭✭liamog


    Not sure the established players will see it that way, right now they are still maxing out their production capacity and are able to sell vehicles at a premium.

    They aren't selling lower margin cars because that would be leaving money on the table. The move from Tesla and the entry Chinese brands will likely change the approach and lead to better consumer value.



  • Registered Users, Registered Users 2 Posts: 1,747 ✭✭✭traco


    BMW, Merc and Audi might still be considered premium but for me it would only be their top end offerings. Their lower cost cars aren't really that special anymore. VW, Skoda, Seat etc will struggle to carve a niche for themselves as the Asian products are as good if not better.

    I did some shopping last year and the ID4 didn't appeal at all, the Enyaq was a nicer car and felt better but I thought the EV6 was better than all of them. I came away with the conclusion that it would be Korean or Tesla for me down the road based on all I looked at.

    I agree they are maxing their position at the moment but if you really start looking at whats out there the difference isn't all that great. What really registered with me was the iX3, nice car but definitley not an 80k car.

    So the Teslas, Hyundais and Kias are really excellent cars and as good and premium as I think is needed for anyone me included.

    For transparency and to help understand where I come from on cars - my daily is a Skoda Superb estate with 240k miles on it and is used to hammer motorways regularly for work. I have two weekend toys an S600 for luxury and Boxster S for handing fun.



  • Registered Users, Registered Users 2 Posts: 26,174 ✭✭✭✭Berty


    How I shopped for my current car was to point out cars to my wife. I tried twice to get her to go to delearships(big financial commitment after all) so instead I would say "what do you think of that car over there?" Now I did test her by pointing out the same car on different days and Yep don't you know it she would say "No, I don't like that car" even though days beforehand she'd say "oh, I really like that one". Shocker eh

    She doesn't like Tesla, I don't even think she knows that it is only available in Elec, just doesn't like it. We have a, since new, 2016 Leon FR Diesel, and by god it has served us well. An excellent car being traded in for a PHEV. We have tried for quite a while to order different cars. Eventually had to cancel a Taracco order(Diesel in 2021) as they decided to only make Tiguans because of the higher margin and same parts. I still have a Formentor on order, meant to be built in 2-3 weeks, but Cupra want me to pay €7,600 more for it(Happy new year phone call). So I've my Tucson instead. Model 3 pricing in the past 24hrs got me thinking but I can't really be going back haggling with people on trade in values. It was painful enough a few months ago. So painful one Hyundai dealer offered me €4,500 less than the other guy. Everybody else was within a few hundred but 4.5k................come on.

    PHEV will suit us, the missus likes the Tucson(or so she said on alternate days when asked) and our Mileage(with my working from home and no longer visting clients) I only do 38kms a day Mon-Fri. Nuisance of the PHEV Tucson is that it really doens't like operating in full EV mode when the AC or even heating is on.



  • Registered Users, Registered Users 2 Posts: 494 ✭✭Gile_na_gile


    It's been hovering at that price for ages. A few others on DD cut their prices to the 37k-41k EUR range, albeit the 37k eUR one has 90k km on it. After a period of adjustment, those 2019s should be 32-33k, 2020s about 35k, and so on. It'll take a while for a few dealers to assume the hit they are facing. Probably easier for private sellers who can delist (like a 212 in blue today which was now priced just above new!) or just accept the new market offering.



  • Registered Users, Registered Users 2 Posts: 6,930 ✭✭✭Alkers


    For fans of vans and the public horrifically overpaying for things (if the blurb is true)


    https://www.donedeal.ie/campers-for-sale/transit-fully-electric-4-100km/32968597



  • Registered Users, Registered Users 2 Posts: 12,988 ✭✭✭✭mfceiling


    Pulled in to the rathfarnham shopping centre and there's 4 chargepoint AC chargers.

    Clearly marked with green paint on the ground. Obviously not clear enough for the lazy prick in the 181 megane who couldn't possibly walk an extra 10 metres in the empty carpark to get to Dealz.

    He pulls out and literally 30 seconds later an oul one in a banger of a corsa pulls in and takes a spot.

    I'd love to see clampers take a much more active role in policing EV only spots.



  • Registered Users, Registered Users 2 Posts: 429 ✭✭Dubwat


    You do wonder about people sometimes. There's a charger in Finglas (Mellowes Rd) just off the front entrance of a Sports / Exercise centre. You'd think people could park in the correct car park and walk 20 metres before exercising instead of ICEing the charger (& disabled bays)? Oh no...

    Car park is Council-owned and opposite a Garda station so, in theory, clamping/ticketing could be enforced.



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  • Registered Users, Registered Users 2 Posts: 530 ✭✭✭snor


    my neighbour was clamped

    in that carpark outside Tesco for being over the white line so hopefully they will start clamping at the charging spaces. There is some very questionable parking in that car park!



This discussion has been closed.
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