Rebirth 99 to become a car giant.

Chapter 879 Absolute lead, huge pressure from Chinese car companies

When the Future Car S9 was launched, it was one morning in the United States and everyone was busy going to work.

However, by the time the press conference was over and Tesla China had initially sorted out the S9 information, it was already o'clock in the middle of the night.

Of course, it happened to be eleven o'clock in the morning in the United States, so it was just right for the meeting.

As the general manager of Tesla China, Zhu Yifan is used to often having meetings with the headquarters in the middle of the night, especially at this special time today.

"Masco, everyone has seen the styling of the future S9 before, and it is definitely very competitive."

"The key is that their performance in assisted driving and smart cockpit is very outstanding, and their configurations in all aspects are much higher than our Model S."

"The sales price in China is slightly lower than ours. The starting price is only 69.99 yuan, which is almost 5 yuan lower than us."

“The next step is that this car will be launched globally soon, and the sales price will definitely be similar to that in China, and it will not be more expensive than us.

"As a result, our Model S has encountered the biggest challenge since its launch."

Zhu Yifan anxiously reported on the future S9 situation.

Now that the core competitiveness of Tesla's survival is facing the challenge of S9, it is no wonder that it will have a huge impact on the stock price.

Such a sharp decline is very rare since Tesla went public.

"Also L2.9, which means they are infinitely close to the level of L3 autonomous driving."

"The company may need to start considering upgrading Model S."

Without upgrading, Tesla will lose its competitiveness.

Even Masco himself is aware of this problem.

This involves a complete system, and all related parts require technical upgrades to achieve it.

Even in order to reduce costs, Musko had people cancel configurations as long as they were not very necessary.

Many times, although the ranking difference between the first and second companies in the industry is only one, their influence in all aspects is hugely different.

Tesla's main focus is that its cars are relatively intelligent and its performance in autonomous driving is world-leading.

And relying on the ultimate performance, even if the configuration is a bit inferior, consumers still recognize it.

As for configuration, it has never been their strong point.

"Find a way to buy a few S9s as soon as possible to confirm whether their smart driving performance is really as good as what was said at the press conference."

Capital often has the best information.

When the various configurations of the S9 were continuously announced, many people had bad expectations.

Although it will not fall, it is difficult to become a leader in the industry.

Just like the later Model 3, in addition to the performance related to intelligent driving, other configurations are better than any domestic electric car priced at more than yuan.

"During this process, some media should also have the opportunity to participate in the S9 test drive activities."

Tesla doesn't like to develop its own products based on a certain model.

"This kind of propaganda rhetoric has a very obvious style of Nanshan Automobile Group."

In this case, the thoughtful capital naturally arranged personnel to keep an eye on every move of the S9.

It is very rare for such a decline to exceed double digits.

Zhu Yifan knew that this was not what everyone wanted to hear, but he still wanted to say it.

After all, the performance related to autonomous driving really cannot be improved in a day or two.

Even the news that some Tesla models caught fire after collisions only caused small fluctuations in the stock price.

But they can sell it at a price of more than 200,000 yuan, and the price is much better than yours.

Without clarifying the situation of S9, Musko now doesn’t know how to formulate countermeasures.

"I will arrange for personnel to follow up on this matter personally and obtain relevant information as soon as possible."

Because Tesla's stock price has fallen sharply this morning, opening 5.2% lower at the opening, and once fell 11.3% before the opening.

"However, before the Spring Festival, a small batch of vehicles should be delivered to 4S stores to serve as display vehicles."

"However, the S9 uses Nanshan Semiconductor's most advanced NS8155 smart cockpit chip. The autonomous driving chip is also estimated to use 14nm process technology, which is absolutely leading in the industry."

This can maximize the cost competitiveness of Tesla's models.

"Coupled with the fact that the assisted driving functions of Nanshan Automobile Group's products in the past have been very good, I estimate that the S9's performance in this aspect will not be worse than the Model S."

What they want to do is be leaders in the industry and develop something unique of their own.

However, at that time there was only the appearance and not much information was released, so everyone just maintained a high degree of attention and did not know what the final impact would be.

When Future Auto's S9 appeared at the Yangcheng Auto Show, it had some impact on Tesla.

Know thyself, ever-victorious.

But after the S9 appeared, the situation naturally changed.

"According to the plans announced by Future Auto, they are now in the pre-sale stage. The first batch of S9 will not be officially delivered until after the Spring Festival."

On the other end of the video conference, Masco's face was also rather heavy.

Yesterday, Future Auto's S9 launch event was live broadcast on the Internet.

For example, many people may have heard the name of the Olympic champion, but most people will not know the name of the silver medalist.

Another example is that in the Internet industry, the number one chat software is Penguin. Who is number two?

Zhu Yifan hopes Tesla can become the number one in the electric vehicle industry.

However, it is not that easy to achieve this goal.

"Zhu, we have organized personnel to develop a new generation of autonomous driving chips, and like Nanshan Semiconductor, they are developed based on the 14nm process."

"It is expected that development will be completed in another three months, and then we will contact chip foundry companies such as Samsung or TSMC."

"At that time, their 14-nanometer chip production line should be about to be put into production, and they can be OEM for us."

"But even at this rate, it is estimated that our new generation of chips will not be officially installed on vehicles until the end of this year or the first half of next year."

As the head of Tesla's R&D, Max is also under a lot of pressure at this time.

Unlike other car companies, Tesla develops many core parts in-house.

Even if some parts are purchased from outside at the beginning, they have to be developed by ourselves later.

For example, some core chips, as well as key parts of electric vehicles such as motors and electronic controls.

Even the batteries are developed by a joint venture formed by Tesla and Panasonic.