The excitement over Tesla‘S Robotaxi Start is waned because less social media videos are published. It has also been four days since CEO Elon Musk celebrated his first car that drove from the factory to a waiting customer in half an hour without anyone in the third or from a distance.
What is left is to sell EVS’s daily grinding in mass numbers, and there the prospects are poor, whereby the company decreases the guidance of the overall year if the profits in the second quarter report the profits in the course of this month. musk Unique focus on self -driving vehicles seems to have led to it Neglect the car manufacturer’s core businessAnd now there are plans that were ordered last year to bring fresh product onto the market again.
“Without a new model, things will only make things worse. It is at short notice your only chance of filling your production capacity of 3 million annual vehicles” Assets. He is not convinced that Tesla will be able to expand his vehicle sale next year, let alone this year, as Musk promised.
“Elon Musk can argue that robotaxis compete in another market and indicate everything he wants to Tesla’s market value – in my view he only makes a brave face,” he said.
Tesla did not answer a request from Assets For a comment.
The pace of sales is expected to fall accelerated
When Tesla later reports sales with the vehicle in the second quarter on Wednesday, the company is expected to result in an even steeper decline in the previous year’s first quarter.
The 383,000 predicted vehicles would be the lowest delivery number for Q2 since 2022 when his two new factories were in Austin and Germany hardly All cars. The relegation rate is expected to accelerate to 14% on the basis of the average estimate of the analysts surveyed by Tesla.
In the well-informed fan community of the company-WO data, they are followed religiously, spread through social media in real time and are discussed online almost every day-many retail investors are prepared for a drop closer to 20% or worse.
In crucial markets like China, Tesla looks like a new competition in the new competition of Xiaomis Yu7 Almost 300,000 pre -orders in just an hour.
Without a new product, the company 2025 will not be able to achieve its goal for volume growth. Provided in October. The poor sales figures are already reported Costs a top Executive its job.
Tesla has promised more affordable models since June since the beginning of last year
The only newcomer to Tesla’s car line-up on the horizon, from which investors can be sure, is a cybercab that comes without a steering wheel or pedals. It is unclear whether there is a demand for a car that cannot be checked manually. Even if Tesla revises it to enable human drivers, it only sits two and limits it to a niche market.
“Without a new model, you will continue to lose market shares Byd In China and Volkswagen Group in Europe, “said Bratzel.” Don’t forget that you have suffered one too severe loss of image Because of the political activities of Musk. ”
Tesla knows that too, and the company has repeatedly promised about them last 15 months It would accelerate the introduction of new models, including more affordable, to the first half of this year. Nevertheless, the only new model that has not yet been in the product range is not in the product range Single engine cybertruck RWDWhich – during 10,000 US dollars cheaper – enlarged many characteristics and restricted its attractiveness.
Tesla Q
A concept of what the more affordable Tesla model could look like if it followed the design language of the new model Y ✍🏻
Personally, I would love that. Imagine you move through the city in this matter.
What do you think? 🫢 pic.twitter.com/gjuwwdyyrz– Dominic Brnkmn (@Dominicbrnkmn) June 29, 2025
Tesla fans have been patiently waited for months, discussed online about what it could look like, designed their own renderings and comforted themselves that Musk had until the end of June.
“The full use of our factories is the main goal for these new products”
But just like the roadster that the CEO promised to reveal by the end of last yearThe first half of 2025 came and went without news about the cheaper models – depending on the repeated assurance of Tesla executives.
“We are still concentrating to bring the market to the market soon. The production of production is still planned for June,” said CFO Vaibhav Taneja in April during Q1 investors. His colleague, chief vehicle engineer Lars Moravy, added that “nothing prevents us from starting production within the laid -out timeline”.
This new schedule was not pulled out of one hat. There was a very real reason why Tesla claimed that they could Shave on an average of six months free its original model launch time plan: Musk decided to switch the newer models from the next generation vehicle architecture to the existing model Y/3 platform of the cybercab. The tactical justification behind it is Tesla too much installed production capacity that needs to be used to compensate for your fixed costs.
“Models that come out in the next few months will be built up in our lines and resemble the shape and shape that we are currently doing,” said Moravy on the call. “It is important to emphasize that the full use of our factories, as we said all the time, is the main goal for these new products.”
Cannibalization effect
Bratzel warns that this limits your product differentiation and there is a risk for existing models if you are finally built. A good balance must be beaten down when moving.
Reduce the price too much and you will draw the demand from products with a higher margin – which is known in the industry as a feared cannibalization effect. Reduce too much functions on the other hand and you do not generate enough additional volume to justify the investment.
For this reason, traditional car companies invest in new body styles or expand into new segments in which they have not yet had an offer. Musiness in comparison has preferred that iPhone approach: Design a killer product and produce it at lower costs than the competition through massive scale effects.
But he lost his touch with that CyberruckWhat should do with the pickup segment, what the model Y was doing for SUVs, But flopped. While Musk’s attention was redirected to politics and robots, car companies have their EV customers who have tired of effectively buying the same model Y as almost six years ago. And that will probably not change soon.
“You have to bring a slimmed -down model Y, maybe before the end of this year,” predicts Bratzel. This would be a cheaper version with less comfort of the creature, for example seats that use fabric instead of more expensive synthetic leather. “We just have to see how much of the existing model Y volume it can.”
