With a market value of nearly 100 billion U.S. dollars, where did Tesla win a ride?

Tesla's official WeChat announced on January 16 that more than 600,000 Tesla vehicles have been equipped with fully autonomous driving chips. This so-called "super brain" chip can perform 144 trillion calculations per second and can process 2300 frames per second at the same time.

Just a few days ago, Tesla Tesla's first domestic Model 3 was delivered in large quantities, the price dropped below 300,000 yuan, and the Model Y project was officially announced.

Behind all this, Tesla takes the three generations of product positioning as the path to sink in turn, uses electric penetration, intelligent competition to differentiate, highly vertically integrated integration, and gradually expands the user base while maintaining environmental protection, technology, and high-end The brand image paves the way for Tesla's step-by-step commercial road.

Intelligence Leads the Fashion of the Electric Vehicle Industry

Tesla was co-founded by Martin Eberhard and Marc Tarpenning in 2003, and Elon Musk joined the company in 2004 as chairman.

In 2008, Roadster, Tesla's first electric car product, and the world's first mass-produced electric sports car, were released.

In 2015, Tesla's software system was launched in V7. It was the first time to add Autopilot, a driver assistance system. It has three driving assistance functions: automatic lane keeping, automatic lane change and automatic parking.

In 2016, Tesla acquired SolarCity, a US supplier of solar power generation systems, and began to develop energy storage projects. It adopted the same battery architecture and management system as electric vehicles to form an energy storage product system including Powerpack, Powerwall and Megapack projects.

In July 2018, Tesla's Shanghai Super Factory officially signed a contract and started construction in January 2019. It was completed and put into production at the end of 2019.

On January 4, 2020, the domestic Model 3 announced the first price reduction announcement. The standard basic version was reduced from the original price of 355,800 yuan to 323,800 yuan, and after the subsidy was 299,000 yuan, the price reduction was 9%.

Looking back at the key nodes that Tesla has come all the way, from focusing on electric vehicle research and development to becoming an intelligent road, from establishing a self-operating charging pile strategy to entering the world's largest electric vehicle market, China, and taking localized cost reductions targeted Strategy to seize the mid-range passenger car market. Each step is to accurately resolve the pain points of electric vehicles, and thereby set the benchmark for electric vehicle companies and lead the industry's development direction.

Intelligent + charging pile casts a moat

Today, Tesla's market value has exceeded $ 90 billion all the way, exceeding the sum of the market value of GM and Ford, the two traditional American car giants. What's even more valuable is that through years of accumulation of thin hair, two deep moats have been cast.



The first is mature intelligent driving technology. Currently, Tesla has released multiple autonomous driving features. The Autopilot function is suitable for highway driving. Vehicles can automatically assist navigation and driving on highways, and can also assist lane changes on highways. The SmartSummon call function allows the vehicle to drive to a designated location at a low speed in the parking lot.

Among them, Tesla ’s Autopilot system is first popularized hardware, equipped with sensors above L2 level, chip algorithms and spare parts, and then remotely manage and upgrade SIM card data and applications through OTA using mobile communication air interfaces to unlock software. Realize specific functions such as automatic lane change and adaptive cruise.

According to the "Car Safety Report" for the fourth quarter of 2019 issued by Tesla, Tesla electric vehicles with Autopilot system activated had an accident of an average of 3.07 million miles (about 4.94 million kilometers). The Autopilot system was not activated but the vehicle was actively used. An accident occurs every 2.1 million miles (approximately 338 kilometers) of vehicles with safety functions. For cars that do not have the Autopilot system and do not use the vehicle's active safety features, they occur every 1.64 million miles (approximately 264 kilometers). An accident. Overall, these numbers are much better than those recorded by the National Highway Traffic Safety Administration (NHTSA). According to data recorded by the NHTSA, a car accident occurs every 479,000 miles (about 770,000 kilometers) in the United States.

According to foreign media reports, driving with the Autopilot system is still more than 6 times safer than the average, while driving without the Autopilot system and without using the vehicle's active safety features is still 3 to 4 times safer than the average.



The second is the self-operated charging pile strategy and the world's leading charging rate. Tesla currently has more than 12,000 supercharging piles in North America, Europe and Asia. And China's Tesla charging network has covered more than 90% of the population area, and the number has exceeded 2,300. In 2020, Tesla plans to add 4,000 charging posts.

At the same time, Tesla's latest V3 super-charging pile refreshed the charging power. The maximum peak power of the V2 super-charging pile is 145W, while the peak power of the V3 super-charging pile can reach 250W. The efficiency is super high. 120 kilometers, can completely cure "endurance anxiety."