Tesla can end up being the 'iPhone' of the EV industry and it's 'show me year' for Ford, Rivian, Lucid
Tesla can end up being the 'iPhone' of the EV industry and it's 'show me year' for Ford, Rivian, Lucid
$Tesla(TSLA.US)$ crushing fourth-quarter delivery jump that came despite global supply headwinds has set the stage for electric-vehicle rivals $Rivian Automotive(RIVN.US)$, $Lucid(LCID.US)$ and legacy players such as $Ford Motor(F.US)$ to show they can deliver similarly, Loup Ventures analyst Gene Munster said on Sunday.
$特斯拉(TSLA.US)$在全球供應逆風的情況下，第四季度交貨量大幅增長，為電動汽車競爭對手鋪平了道路$Rivian Automotive(RIVN.US)$, $Lucid(LCID.US)$和傳統玩家，如$福特汽車(F.US)$為了表明他們可以提供類似的服務，勞普風險投資公司(Loup Ventures)分析員吉恩·明斯特週日説。
What Happened: Tesla smashed fourth-quarter delivery records and posted its biggest volume for both the fourth quarter and the full year on Sunday.
發生的事情：週日，特斯拉打破了第四季度的送貨記錄，並公佈了第四季度和全年的最大銷量。
The Elon Musk-led company said it delivered 936,172 vehicles, a jump of 87% compared to 2020 when deliveries came at about half a million vehicles.
這個埃隆·馬斯克以公司為首的公司表示，它交付了936,172輛汽車，與2020年相比躍升了87%，當時交付的汽車約為50萬輛。
Tesla said nearly one-third of its full-year deliveries were from the fourth quarter alone at 308,600 units.
特斯拉表示，僅第四季度的交貨量就佔全年交貨量的近三分之一，為308,600輛。
"This is going to be a 'show me' year for deliveries whether it's [with] F-150 Lightning ...or Rivian and Lucid. I think Tesla is showing that it's in a good spot and it can end up being the iPhone of the EV industry," Tesla bull Munster said in a discussion with fellow Loup Managing Partner Doug Clinton.
“今年將是一個‘給我看’的送貨年，無論是[使用]F-150閃電戰機...或者裏維安和魯西德我認為特斯拉正在顯示出它處於有利位置，它最終可能成為電動汽車行業的iPhone，“特斯拉牛明斯特在與Loup執行合夥人的討論中表示道格·克林頓.
Munster has forecast that Tesla would deliver between 1.2 million and 1.3 million vehicles in 2022. The analyst said demand for Tesla electric cars remains strong, as evidenced by the three-month lead time for Model 3 and six months for the Model Y.
明斯特預測，特斯拉在2022年將交付120萬至130萬輛汽車。這位分析師表示，特斯拉電動汽車的需求依然強勁，Model 3的三個月提前期和Model Y的六個月提前期就證明瞭這一點。
"Street numbers for Tesla deliveries will likely rise above 1.3 million…as the forecast is not very close to sensing the actual demand," Muster said.
MUSTER説：“特斯拉交貨量的街道數量可能會上升到130萬…以上，因為預測與實際需求並不是很接近。”
Electric vehicle rival Lucid, which is focusing on the premium sedan market, aimed to make 520 units in 2021, ramp up production to 20,000 this year and to 49,000 in 2023.
電動汽車競爭對手Lucid專注於高端轎車市場，其目標是在2021年生產520輛，今年產量提高到2萬輛，2023年提高到4.9萬輛。
Rivian CEO RJ Scaringe had last week said it is delaying deliveries of its 400-mile R1T pickup truck to 2023.
Rivian首席執行官RJ Scaringer上週曾表示，將把400英里R1T皮卡的交付推遲到2023年。
"I think it's going to be a difficult year for those two and I suspect that they're going to fall short of expectations," Munster said on Rivian and Lucid, adding that ramping up production is a big deal.
明斯特在Rivian and Lucid上表示，“我認為對這兩家公司來説，這將是艱難的一年，我懷疑他們將達不到預期.”他補充説，提高產量是一件大事.
Ford is expected to begin deliveries of its hotly-anticipated F-150 Lightning truck in the first quarter of this year.
福特預計將在今年第一季度開始交付備受期待的F-150閃電卡車。
Why It Matters: Unlike legacy automakers who have pinned the blame on chip shortages for historic low inventories at dealerships, Musk-led Tesla has been able to register an exponential rise in deliveries.
重要的原因：與傳統汽車製造商將經銷商庫存創歷史新低歸咎於芯片短缺不同，馬斯克領導的特斯拉(Tesla)能夠實現交貨量的指數增長。
Tesla Chief Financial Officer Zach Kirkhorn had told investors on the third quarter post-earnings call that there's "an awakening" for electric vehicles.
特斯拉首席財務長扎克·柯克霍恩(Zach Kirkhorn)在第三季度財報公佈後的電話會議上告訴投資者，電動汽車已經“覺醒”。
Tesla, in 2017, for the first time delivered over 10,000 electric vehicles. It has since grown by leaps and bounds, delivering 244,920 electric vehicles in 2018, 367,200 units in 2019 and 498,920 in 2020.
2017年，特斯拉首次交付超過1萬輛電動汽車。自那以後，該公司實現了突飛猛進的增長，2018年交付了244,920輛電動汽車，2019年交付了367,200輛，2020年交付了498,920輛。
That growth is expected to soar higher with new manufacturing facilities — Giga Berlin and Giga Texas — coming online this year.
隨着新的製造設施-Giga柏林和Giga Texas-今年上線，預計這一增長將會更高。