We often see words like traditional car companies building new trend in the media and the Internet. What's more interesting is the emergence of two opposing groups, expressing their position strongly in the media, and the one who feels they support In future will occupy a leading position in the field of electric vehicles. Between traditional car companies and new car manufacturers, who do you think will dominate the market in the next ten years?
So far, there is no doubt that the leader in electric vehicles is Tesla, a new force in building cars. In terms of sales alone, Tesla accounts for about 30% of global electric passenger car sales. Market analysts say that Tesla will continue to consolidate its market position in the next 10 years. This analysis immediately caused Tesla's share price to rise sharply, and it was only recently that Tesla's share price declined. How do industry professionals view this game?
Traditional car companies are accelerating their pace and continuously launching new energy models. I saw a piece of news recently that Mazda launched the electric car MX-30. Yes, you heard that right, even Mazda has launched electric cars. I originally thought that Mazda would delay the electric plan as much as possible. The reason is very simple. Mazda has made a lot of investment in traditional gasoline drive and developed skyactiv. The investment has not paid off, and there is such an electric trend.
Those who stand on the side of traditional car companies will say that traditional car companies feel the challenge from these new car manufacturers every day, and those who stand on the side of new car manufacturers will say that their dominant position is being violently bombarded by traditional car companies. Traditional car companies believe that Tesla's leadership is only temporary. Traditional car companies have advantages in all aspects and will soon surpass the new power of car manufacturers. Indeed, traditional car companies have many years of car-making experience, financial resources, networks, contacts, profit pillars, and an important industrial supply chain role. These are beyond the reach of new car-making forces. Then again, what are the advantages of the new car-building forces? Can the statement hold up that they will continue to lead the market?
I seem to have found the answer in Mazda's new electric car MX-30. Obviously, traditional car companies will try their best to maintain the original style in the design of electric vehicles. The main change is to replace the engine and replace it with an electric motor. Other aspects are carried out in accordance with the standard of thinking. New car-building forces do not operate according to this rule. What they seek is a breakthrough. As a traditional car company executive said, "the products of new car-building forces often have colourful shapes and a large number of innovative functions." Look at the Mazda MX-30, how can an electric car still have a gear stick? I also found the front grill on the electric cars of other traditional car companies. What happened? Don't electric cars use air intake? Their executives explained it this way: Our front face has a high degree of recognition, which will remain unchanged for a hundred years.
To change our face all at once, our loyal customers may not be able to accept it all at once, and it may take a transition period, so our electric cars will still retain the air intake grille.
我在马自达新款电动车MX-30里面仿佛找到了答案。很明显的，传统车企在电动车设计方面会尽量保持原有的风格，主要的改变就是把发动机给换掉，有电机来取代，其他方面按照中规中矩的思路来进行。造车新势力就不是按照这个规则操作的，他们寻求的是突破，就如某传统车企高管所说的“造车新势力的产品往往拥有丰富多彩的造型以及大量的创新性功能”。你看看马自达MX-30，一台电动车怎么还会出现档把(gear stick）的呢？我还在其他传统车企的电动车上发现进气格栅（front grill），怎么回事？电动车不是不用进气的吗？他们的高管是这么解释的：我们的前脸有很高的认知度，百年不变。一下子把我们改头换面，我们的忠实客户不一定能一下子就接受，可能还需要一个过渡期，所以我们的电动车还是会保留进气格栅。
I also found the traditional dashboard on the Mazda electric car, and I was a bit surprised. Now even many new internal combustion vehicles have LCD screens. Why is this electric car still an old dashboard? I think the reason behind it is probably that the old ideas and the original supply chain system have made the transformation and reform extremely difficult, and it is difficult to achieve the effect of designing a brand new, breaking through tradition and highly innovative. Unlike the products launched by the new car-making forces, you will have a refreshing feeling as soon as you get in the car.
In the future development of this company, I think there may be a turning point. We may see new forces in car manufacturing overtaking corners, transforming to smart cars, and consolidating the dominant position, transforming to the future of mobility as a service, and its disruption will be intense.