Tesla's new affordable electric model 3, which was unveiled on March 31 and opened for pre-order, received more than 325,000 orders in just one week. Researcher EnergyTrend research manager Lu Lijun said that although the traditional car factory is based on the enterprise The image will also introduce pure electric vehicles, but it is still difficult to compete with Tesla. It is expected that Tesla will still lead the global electric vehicle market within two years.
Lv Lijun said that Tesla's special feature is that there is no shortage of traditional gasoline vehicles, and it has its technical advantages in battery management and motor systems. Therefore, it is the basis for developing electric vehicles. As for other manufacturers, such as Apple (AAPL-US) It is also said that there is an intention to introduce electric vehicles, but they are only limited to unmanned driving, not electric vehicles.
According to the Tesla announcement, the total global sales volume in 2015 was about 50,000 vehicles. The target for this year is 80,000 to 90,000 vehicles. However, the current sales volume of Tesla in Taiwan is quite small, only about 40 vehicles. Guo Taiming, the chairman of Hai (2317-TW), bought 2 vehicles, one of which was used for research.
According to the legal person analysis, all the vehicles of Tesla are assembled by the company. If the Model 3 is to start production and sales, it is not excluded that Tesla will expand its production base, of which China is the most likely region. However, the problem with Tesla's factory production in China is that Tesla is a production and marketing integration, that is, assembly production and sales are all handled by Tesla, but China is a separation of production and sales, so if this problem cannot be overcome, Tesla is afraid that it is difficult to set up a production base in China.
At present, the Tesla supply chain of Taiwan has a total of 10 files, including F-Trade Union (3665-TW), Delta (2308-TW), Shide (2066-TW), and Weiwei (3501-TW). ), Heda (1536-TW), Jianhexing (3003-TW), Qiaoxin (1563-TW), F-Yisheng (5243-TW), Fanjia (3526-TW), Cangyou (1568- TW) and so on.
Among them, the large supply reduction gearbox, F-Tianlian supply car battery management system line group, Delta power supply DC converter and charging pile, Shide supply vehicle fasteners, Weiwei supply power cord and charging gun, Jianhe Xing supplies energy storage equipment, Qiaoxin supply rims, F-E-Sheng supplies automotive components, Fanjia supplies battery connectors, and Cangyou supplies gearboxes.
Shenzhen Konchang Electronic Technology Co.,Ltd , https://www.konchangs.com