To sell 20 million new cars by 2030, Tesla plans to take a stake in LG Chem

On September 28, Tesla CEO Musk issued a statement: “We are very likely to achieve the goal of selling 20 million vehicles per year by 2030, but this also requires us to continue to maintain excellent execution. Power. ?”

Annual sales of 20 million new cars is Musk’s small goal for Tesla. However, according to Tesla's current product positioning, structure and production capacity, it is extremely difficult to achieve this small goal. Therefore, Tesla urgently needs to quickly solve the problem of the number of prospective car owners and production capacity. To put it bluntly, this is: 1. Product pricing will continue to drop, and models under 200,000 yuan will be launched to allow more people to afford Tesla cars. 2. Continue to build factories from scratch or acquire relevant manufacturers to ensure that 20 million new cars can be successfully manufactured every year.

Concerning these two urgently needed issues, we can find clues from Musk’s interactions with netizens and related media reports:

1. On September 28, in a meeting with Twitter During the interaction with special netizens, Musk mentioned: The $25,000 model announced on Battery Day will not come from the price reduction of Tesla Model 3, but will be designed and manufactured by the Shanghai Gigafactory and the Berlin Gigafactory. , smaller models. Not long ago, Tesla China has been fully recruiting relevant personnel. @不看车? I believe that the design work of this new car originating from China has already begun. It is expected to be put into mass production in 2021, or at least be released to the public.

2. According to information obtained by the Korea Times from bank officials, Tesla is likely to become a shareholder of LG Energy Solutions, with a shareholding ratio of up to 10%. Since the beginning of vehicle electrification, industry insiders have been saying that power batteries are the lifeblood of electric vehicle companies. This was verified many times in the following years. Many manufacturers have suspended production due to battery supply issues.

LG Chem is a supplier of power batteries for many electric vehicles and is also a supplier of Tesla in China. If Tesla holds a stake, the risks for other car companies may become greater, and battery supply will be even less guaranteed. But for Tesla, this will help achieve its small goal of selling 20 million new cars in 2030. Therefore, @不看车? I believe that if given the opportunity, Tesla will not hesitate. Because the speed of building a factory to produce batteries by ourselves is too slow and cannot meet the demand at all.

Judging from the battery plan announced by Tesla at Battery Day, the combination of high-nickel batteries for high-end cars, low-nickel batteries for mid-range cars, and lithium iron batteries for entry-level cars, One is to take into account the different needs of car owners of different models, and the other is to take into account the production capacity issue.

From LG Chem’s official website, their main customers for power batteries include Volkswagen, General Motors, Hyundai Motor, Ford Motor, Mercedes-Benz, Porsche, Renault-Nissan Group, Jaguar Land Rover, Volvo, BMW, considering the timing of website updates, more car companies may be affected by Tesla's shareholding.

@Don’t look at cars? I believe that for the sake of small goals, Tesla will definitely kill decisively! Tremble, opponents!

This article comes from the author of Autohome Chejiahao and does not represent the views and positions of Autohome.