A Tesla Model 3 in a Supercharger station in Arlington, Virginia, United States. AFP
Tesla For over a decade it has been the world reference in the field of electric cars and the company that sells more units of this type of vehicle. However, with an industry accelerating towards full electrification, it will soon lose that lead.
It is estimated that in 18 months the company led by Elon Musk will leave that throne in the hands of the Volkswagen Groupaccording to research Bloomberg intelligence.
The report titled “Battery Electric Vehicles: Automakers Race to the Top” notes that most mainstream brands have no profit incentive to catch up with Tesla soon due to rising prices, battery costs and a lack of scale, except Volkswagen.
Volkswagen ID.3 and ID.4, the first of the electric range of the German brand.
The German automaker is on track to surpass Tesla’s volume of battery electric cars (BEVs) in 2024, as global demand for such vehicles is set to double by 2025.
The analysis also shows this Chinese manufacturer BYD will take third place in BEV sales globally by that date, followed by a large number of manufacturers who will not have made the switch to electromobility so quickly.
It is estimated that it will not be until the end of the decade that the more traditional automakers in the United States and Japan will be serious contenders for a position in the top 3.
Volkswagen accelerated faster and faster
Volkswagen’s position, on the other hand, is completely different from that of the rest of the traditional houses that started the transition later and only now started to accelerate.
The German company, on the other hand, was forced to approach its transformation with greater emphasis. After dieselgatethe case where it was discovered that Volkswagen was using software in its diesel models to hide the high level of emissions, the option was approach electromobility as quickly as possible.
And while Tesla will exceed 1 million units of electric cars delivered to customers this year, Volkswagen’s global scale is what will take it to the top.
Volkswagen ID. Buzz, the new Combi of the German brand.
The German company is implementing an aggressive electrification strategy, regularly launching new models and trying to cover all possible market segments.
The group also uses part of the formula that has given him success in the pastsince its platform strategy shared between the many brands that make up the German conglomerate makes the investment much more profitable.
Thus, for example, the Cupra Born is none other than the sports version of the Volkswagen ID.3 or the Audi e-tron GT and the Porsche Taycan have many elements in common.
The Audi RS e-tron GT shares many elements with the Porsche Taycan.
The variety of brands and models that make up the German group is another of the company’s advantages, as it is able to offer affordable cars to super luxury models and even commercial vehicles. Tesla, on the other hand, has products for the mid-upper and upper segments.
This projection is also in line with the expectations of Volkswagen’s management, as the company’s chief executive, Herbert Diess, said a month ago that he hoped to overtake Tesla in electric car sales in 2025.
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