Which automakers will be left standing in 2030 = shocking conclusion
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Published 2021-11-30
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Link to the Google Sheet: docs.google.com/spreadsheets/d/1wWmTjDhndf4spX6c0u…
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All Comments (21)
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Sam, you tireless Viking. This is an amazing amount of information. Gathering and double checking MUST have been tedious. But to then log it all into a spreadsheet showing the actual relationships between car makers and their sales. You ROCK (oops, that may be copyrighted). THANK YOU.
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The Chinese companies will almost certainly consolidate into 3 or 4 like US auto companies did decades ago, to put themselves in a stronger position.
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Viking, you rock. This video shows how much work you put in to make it
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2 years passed.What you think of your prediction?
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Exponential growth cannot happen indefinitely. Adoption of EVs will follow an S-curve, like all other technologies. Somewhere before 80% EVs, the curve will start to level off with a long tail towards 100%.
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First let me say that you are wrong! I would willingly listen to you for an hour! You actually have insight into things I want to know, unlike some other channels I have watched. Well done for your content and commentary. Now some questions, as I recently saw something concerning the sales of electric cars in China, namely that they are being sold in great numbers to „car sharing“ or taxi firms, but in reality they are being parked somewhere and left to rot. It’s a scam to steal from the government. So, how does this affect the numbers in terms of cars actually on the streets? What will be the affect on the carmakers if this scam unravels? Are large numbers of the Car sales in China only to wash money? Keep up the great content, and I will keep watching. Even over an hour.
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You have an incredible passion for electric cars backed by amazing efforts and an impartial judgement based on data. Well done!
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I get the feeling we are one major international incident away from the Chinese government ordering Tesla to shut down.
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Great new background! Thanks for all you do! 👊🏻
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I would swap Geely with GM and that would be my prediction. Thanks for the great research and video Viking!!!
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Great analysis. I really like your ability to take in information and look at this industry. Fantastic job!
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Glad to see your channel growing!
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It's hard to imagine that Nio will not introduce better value models to compete with Xpeng, Tesla etc. I think Lucid will try to do the same. I believe that Nio would have a much better chance of succeeding at that compared to Lucid.
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I love the Total Recall book with Arnold on the cover (background)
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Totally agree regarding technology. Tech and luxury go hand in hand. No one would go out of their way to buy an old phone. Why Holden had rocks in their heads and didn't make a hybrid SUV 20 years ago has me astounded...
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Watching your video is inspiring. Only wish our Australian government can get their act together and support green energy and EVs.
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This report is both detailed, incredibly informed, and quite terrifying, well done!
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Sam, you are a hard-working guy and smart as a whip (American expression)! Thank you a bunch for keeping us so well informed about EVs!
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Very nice presentation, well thought out lots of work involved thanks
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You rock! You’ve become an ideal unbiased source of news about the alternative energy (specifically electric vehicles) economic sector. This is what YouTube is supposed to be about !!!