Previously, the senior leaders of Great Wall, Changan, Geely, and GAC Trumpchi have repeatedly declared on various occasions that only five Chinese independent brands may survive in the future. And such a statement has recently been confirmed by Elon Muskma, the head of Tesla.
Recently, Ske once again said that Chinese car companies are very competitive, and ** the top ten automakers in the future may be mainly Chinese car companies, of course, this must also include Tesla, which he is in charge of, and Tesla will maintain a leading position in it.
At present, BYD has surpassed Tesla in terms of sales performance, with global deliveries of 1.87 million units in 2022, a year-on-year increase of 2046%。Tesla's global deliveries were 1.31 million vehicles, up 40% year-on-year. Of course, BYD is still not comparable to Tesla in terms of single car profits and total revenue, but BYD and ideal, Xiaopeng, Nezha and traditional car companies Geely, Great Wall, Changan and other mainstream Chinese car companies have formed a joint force, just like the recent cooperation between Huawei and Changan, Weilai hand in hand with Changan, Geely in the battery swap track to spread the stall, all signs reflect that Chinese car companies in the field of new energy show a strong rising trend, and have been in the Chinese market to Europe, the United States and Japanese car giants under the body.
From the perspective of industry, China already has the world's most complete and advanced new energy vehicle industry chain, especially in the battery field. Chinese companies occupy 6 of the top 10 global EV battery installations, with a market share of more than 60%. Moreover, it has established a whole chain covering basic materials, parts, vehicles, manufacturing equipment, etc., and has provided about 70% of the cathode materials, 85% of the anode materials, 66% of the separators, 62% of the electrolytes and about 60% of the power batteries to the world. With the rapid development of Chinese automakers in terms of technological development, industrial chain integrity and market share, after the reshuffle of competition, there are more and more speculations that China will occupy a dominant position or even a monopoly position in the global new energy vehicle market.
According to Musk's personality, his remarks should not be to please Chinese consumers, but to recognize and respect the achievements of China's electric vehicle industry from the bottom of his heart. And the situation that he said that there are only 10 car companies left is not impossible, because with the intensification of competition reshuffle, it is likely that more car companies will be eliminated.