1/ What is going on in the 🇩🇪 auto industry - wrap up for the year 2020.
The golden years of 500k produced cars per month seems to be over, the production has declined to 300k, according to @VDA_online.
The golden years of 500k produced cars per month seems to be over, the production has declined to 300k, according to @VDA_online.
2/ Long term trend shows that disruption started at the same time when mass market #Tesla #Model3 was launched in 2019. Rapid decline was accelerated 2020 due to Covid-19, when the all time low of 11k cars was produced in Apr 2020.
3/ Positive sign is the last minute #BEV production investments that started volume production of @VWGroup. that has helped to multiply #electroauto volumes in 🇩🇪. Monthly volume has grown to 15k/month. PKW Electroanteil @VDA_online
4/ Major change to the volumes are expected in 2021 as #Tesla #Berlin factory start producing ModelY. Production volume will multiply as the capacity is >50k/month. This will make a significant change to #SUV sales in 🇪🇺, at least as significant as Model3 in 2019.
5/ This will predict positive outlook to 🇪🇺 #BEV availability & $TSLA. It seems that all countries have entered to the fast growth phase 2 in the s-curve. 🇳🇴 is there already, and the big markets of 🇩🇪🇬🇧🇫🇷 are entering there soon. 🇸🇪🇫🇮 are late but getting there as well.
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