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Tesla Is Slowly Pushing Germany into Recession

24 点作者 ykm大约 5 年前

6 条评论

aazaa大约 5 年前
&gt; Problem is, electric cars don’t require the same workforce to build. As Reuters writes, ‘electric cars provide less assembly work than combustion engine vehicles.’<p>This may be the most interesting factor of all, but the article doesn&#x27;t cite much in the way of support.<p>AFAICT, the electrical system on a Tesla is an entirely new level of complexity, but the rest of the hardware is vastly simplified. No engine. No fuel system. No emissions system or multi-state&#x2F;country-specific modifications. The battery placement gives the car a low center of gravity, which simplifies safety engineering.<p>If so, then it&#x27;s far from clear how German car makers survive this. They&#x27;ll need to not only retool factories built a great cost (often, for diesel, which is now almost certainly dead), but will need workers with some very different skillsets.<p>This seems more like a problem for any country with an established auto industry. It&#x27;s a great opportunity for countries without one.
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spurdoman77大约 5 年前
&quot;The Tesla Model 3 is outselling every major German rival in US sales and in Europe. Source: CleanTechnica&quot;<p>The article is written by a tesla shill, who also pulls out facts out of his ass. In the US this is true as per the graph, but in europe while model 3 is selling well it is not the best selling, at least yet.
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abc_lisper大约 5 年前
Germany is not just about cars. They make lot of machinery for various industries. While it is reasonable to assume that German auto industry is under pressure, it is a stretch to say Tesla caused it. While the YoY revenues for MB&#x2F;BMW may be down, they are not too bad, they are at 2013-2014 level. Not to say about all the commercial vehicles BMW and VW sell, like vans, suvs and buses. This article is concentrating on small sliver of economy, and applying to all of it.
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Barrin92大约 5 年前
This is a very sweeping statement about the German economy that I find hard to comprehend. The global car market in 2019 was 80 million vehicles sold. 1 million of which were electric cars. 300k of which were Teslas.<p>The automotive industry in Germany constitutes about 5% of the German GDP. Now losing a tiny fraction of that market to Tesla is not going to push the country into a recession, and it&#x27;s not even going to bother the carmakers much in the short term.<p>the EV question for Germany is going to be an issue 10-15 years down the line, not now, and the reason for sluggish economic growth are more broadly related to the contraction in international trade due to the trade tensions between Europe, the US and China which has not just hit the German car market, but the entire industrial sector.
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raarts大约 5 年前
I think a more likely reason is the absurdly high energy prices in Germany (for example double the price of France) which affects all industries and having been rising sharply the last 15 years.
Sohcahtoa82大约 5 年前
A better headline:<p>German car manufacturers failed to adapt to changing market demands and Tesla is eating their lunch.