Tesla 2017 event outlook: Will it be built in China?

Tesla is more than just an electric car company. It is now an energy company. It not only built a large battery plant in Nevada, but also merged with SolarCity to become a solar company.

Tesla will deliver approximately 80,000 electric vehicles in 2016, more than any previous year. 2016 is a great year for Tesla.

In 2017, Tesla will have a series of new moves.

Launched Model 3 electric car

The Model 3 is Tesla's Volkswagen model, which will be priced at around $30,000 after tax breaks. The car has a range of 200 miles and is expected to be launched in the second half of 2017. Market observers are skeptical about whether Tesla can achieve this goal. However, Model 3 should be manufactured much easier than the delayed Model X SUV.

The launch of Model 3 is Tesla's most important event in 2017. Launching the Model 3 on time will prove that Elon Musk's commitment, vision and ambition are not illusory. The number of booking orders for Model 3 reached nearly 400,000 units, with a deposit of $1,000 per unit. With the launch of Model 3 as scheduled, Tesla can ship these orders.

Tesla Solar Roof

The first important product of Tesla and SolarCity is the solar roof. The Tesla Solar Roof will transform the user's entire roof into a huge, durable solar panel. Solar roofs can be a costly product, but the product can be integrated with other Tesla products and can move SolarCity from a solar panel rental business to a solar panel sales business.

Tesla car sharing network

Due to the success of Uber and the involvement of traditional car manufacturers in the sharing and car sharing market, Tesla also launched its own car sharing service. Through the Tesla car sharing service, Tesla owners can make money with their idle Tesla cars, although owners of Tesla luxury models may not be willing to lend their cars.

Tesla may start building a car sharing network. Musk outlined his car sharing system in the blueprint for the future planning released in July this year: Tesla owners can add their Tesla cars to the Tesla team through mobile phone clients, increase revenue through car sharing, and Reduce the cost of holding a car.

More super charging stations

Tesla is changing the way it manages super charging stations. On November 7th this year, Tesla announced that the Tesla car, which was placed after January 1, 2017, can charge 400 kWh (about 1600 km) for free at the super charging station every year. For the part exceeding 400 kWh, a small fee will be charged. In addition, Tesla will also charge an idle fee for owners who will still park their electric vehicles at the charging station for a long time after charging is completed.

The purpose of Tesla's change of supercharger management is to regulate the charging behavior of Tesla vehicles during long-distance travel, while encouraging owners to perform regular charging at home. Tesla is likely to expand its network of superchargers worldwide, especially in China, because there are many people in the Chinese market who have “range anxiety” for Tesla cars.

Established a joint venture with China

China is one of Tesla's largest potential new markets. However, Tesla currently has no production base in China, which reduces the company's profitability in the Chinese market.

The way to change is to build a factory in China. According to China's relevant regulations, Tesla can only establish a factory in China through a joint venture with China. Some people may worry that this will leak Tesla's technology, but the company has opened up technology patents, so this is not a problem.

We expect Tesla to actively promote joint ventures in China in 2017.

More advanced autopilot

The improvement of autopilots was mainly done through software updates, but in 2016, Tesla began to break through the rules and promote hardware updates. Tesla has begun installing "Hardware 2" on newly-built electric vehicles .

The automotive industry's vents have now shifted from electric vehicles to self-driving cars, and we can expect Tesla to introduce more advanced autopilots. In May, a Tesla self-driving car crashed on the road, causing the crash to die. Tesla still needs to deal with the legacy of the incident.

New Roadster sports car

The first car produced by Tesla was a sports car called the Roadster, which had already been discontinued. But Tesla has always hinted that the company will launch an updated product from Roadster. We expect Tesla to showcase some new models in 2017, including a sports car. If all goes well, in 2017, Tesla will include Model X SUV, Model S sedan and Model 3 (Model 3 will include two versions of the sedan and crossover), and perhaps a new Roadster.

Model Y electric car

Speaking of the cross-border version of Model 3, there are rumors that its name is Model Y.

We already know what the Model 3 sedan will look like. Tesla's goal has always been to make the Model 3 a platform for building different models. With the release of Model 3 in 2017, we can almost certainly see the design and even prototype of Model Y.

In addition, we look forward to seeing Roadster's next-generation product and Model Y, why can't we expect to see a Tesla car with a bed behind it?

Capital raising

Musk has said that Tesla does not need to raise new funds by selling stocks in 2016. However, Tesla's acquisition of SolarCity costs more than $2 billion and is responsible for billions of dollars in SolarCity's debt. Therefore, Musk’s determination may be shaken. Tesla managed to save some cash expenses in 2016. However, the car is a capital-intensive industry, and if Tesla can't launch the Model 3 on time, its savings plan will not pay off.

In addition, Tesla's share price has exceeded 200 US dollars, if the company does not pass the stock market financing in 2017, it will be a stupid thing.

Stock price turmoil

Since its launch in 2010, Tesla's share price has risen from $17 to more than $200 at the end of 2016. However, Tesla's share price fluctuates greatly, and it is not uncommon to fluctuate by $100 in a month or so.

This super volatility has eased in 2016. However, due to the multiple pressures Tesla faced in 2017, including order delivery, the introduction of Model 3 and SolarCity's debt, its share price may fluctuate violently due to a bit of news.

Trump factor

According to reports, Musk joined the business committee of the US President-elect Donald Trump. However, Musk and Trump are not in sync.

The Trump administration may not support Musk’s grand vision of accelerating humanity’s bid farewell to the fossil fuel era. In addition, under Trump, whether the US federal government will continue to support the development of electric vehicles is also uncertain, not to mention supporting the Clean Energy Initiative promoted by President Obama.

The third chapter of the grand blueprint

Musk spent 10 years advancing his original "Master Plan" to last year's "Master Plan, Part Deux." However, the world today seems to change faster, and Tesla's size can reach five times the original size by 2018. So Musk may push his plan faster, and in 2017 he should open the third chapter of the grand blueprint.

Maximum Plaid

When Tesla introduced the "Ludicrous Mode" for the Model S electric car - Tesla's current top-level acceleration technology, Musk joked that only "Maximum Plaid" is faster than it. The terms “absurd pattern” and “Maximum Plaid” are derived from the 1987 film “Spaceballs” directed by Mel Brooks.

The “absurd pattern” has become more and more “absurd”. In 2017 we may see Tesla launching the “Maximum Plaid” mode.

"Exterior Battleship" and double productivity

At the beginning of 2016, Musk talked about Tesla's productivity problem and declared that he wanted to be one of the best manufacturers in the world. In order to achieve this plan, one of Musk's measures seems to be to completely change the so-called "vertical integration" production model.

Ford Motor Company founder Henry Ford built his own business with a "vertical integration" production model. But in the past four decades, the “vertical integration” of the automotive industry has been replaced by a “just in time” or “lean” production model. In this new production model, manufacturers manage a complex supply chain and minimize inventory. Toyota took the lead in adopting this method and was widely emulated.

Musk seems to want to return to the "vertical integration" mode. His idea was to change Tesla's factory in California, where the entire production floor was made entirely of robots to make cars "machine-made machines" that made it look like an "alien dreadnought." Manpower is only responsible for maintaining, updating the machine and handling anomalies to ensure maximum productivity. Musk believes that Tesla's goal of delivering 500,000 electric vehicles per year in 2018 requires a greater degree of automation.

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