Editor’s note: This article comes from WeChat public account Tencent Technology (ID: qqtech), 36 氪 released with permission.Planning | Tencent Technology Ma Jionghui Editor | Digital Visual Jiang Liuhua Ihe Design | Digital Visual Cai Xingyu On Wednesday (January 22), Tesla (TSLA.US) rose 4.09%, and its market value jumped to more than 100 billion US dollars.Although it can’t be compared with the trillion-dollar apple in the supermarket, Tesla is often called the “Apple in the automotive industry”.What similarities does this leading innovation company in the electric car industry have with Apple?What future does Tesla represent for new energy vehicles?Where does Tesla and Apple look like?Although Tesla and Apple have different products, they are actively developing software and hardware integration.Apple strives to master its core competitiveness from chip to system to hardware design.Tesla has also implemented this to the extreme: Autopilot automatic assisted driving system, battery, vehicle manufacturing … Tesla is all manufactured uniformly and strives to leap from L2 (assisted driving) to L3 (autonomous driving).Like Apple, Tesla also places great emphasis on creating “ecological integration.”On the basis of the operating system, Apple’s mobile phones, tablets, computers, watches and other products are ecologically integrated and interoperable, intended to maintain a complete user experience.Tesla’s product line is also complete.Charging piles, cars, and on-board systems are all “Made by Tesla.”At the same time, both companies have opened factories or foundries in China, aiming to achieve mass production and save costs in the consumer market.Apple has increased the number of foundries in China far more than other countries, and Foxconn alone (Industrial Wealth Union) has expanded from 19 in 2015 to 29 in 2019.On January 7, 2019, the construction of the Tesla Shanghai Super Factory project started; on January 7, 2020, the Tesla Shanghai factory held a Model 3 delivery and Model Y launching ceremony.When entering China, the market conditions were different. How Apple and Tesla broke through in 2011’s mobile phone market is still dominated by hegemony. Old-fashioned mobile phone manufacturers such as Nokia have occupied the attention of market consumers.A year later, the iPhone 4 was a blockbuster. Not only did consumers recognize the concept of the “product ecosystem”, they sighed “the product can still be played like this”, but also made the iPhone stand out from the crowd of established mobile phone brands and lead the way.The wave of smartphones.With Apple at the forefront, the market is now more receptive to products with a sense of black technology and a rich matrix.Compared with the rise of the iPhone, the domestic mobile phone manufacturers are “hegemony hegemony” situation, Tesla entered China is the “lone wolf into China.”According to Wilson statistics, in the first half of 2019, Tesla delivered 25,207 vehicles in the Chinese market, of which 19,268 Model 3s were delivered, which is far superior to other domestic new energy vehicle companies.In the new energy vehicle industry, both in terms of topic and output, Tesla occupies the C position.How important is the star product to replicate Apple’s glory?Apple released its first iPhone in 2007, and its stock price has since risen.After the iPhone 4 became popular, Apple’s stock price ushered in another round of high growth.Like Apple, the launch of the Model 3 in 2017 greatly boosted Tesla’s stock price. As domestic Model 3 delivery began, Tesla’s stock price has recently been boosted again.But the proof of star products alone is not enough to support the reputation and strength of the product.Tesla, who is well aware of this, has also accelerated mass production.China is undoubtedly an important part of Tesla’s overseas presence.According to data from the China Association of Automobile Manufacturers worldwide, the Super Factory 3 in Shanghai has begun mass production of Model 3, and the current production capacity is about 1,000 vehicles per week.According to the data released by the First Electric Network, from January to June 2019, a total of 21,830 Tesla models were listed in China.Musk is also brewing Tesla’s grand blueprint in Europe.On November 13, 2019, Musk announced in Germany that it will build a super factory near Berlin to produce electric vehicle batteries, powertrain systems and complete vehicle assembly.This is also Tesla’s second overseas super factory established after Shanghai.
Tesla’s market value exceeds $ 100 billion, will it become the “Apple in the automotive industry”?
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