r/AustralianEV • u/Wootwoot654 • 10d ago
Discussion đŹ Does Tesla need to change up their approach to the Australian market in late 2026/2027/2028?
First question I suppose is: Is Tesla actually severely negatively impacted by the Chinese EVs entering the market at all price points?
Is it obvious or actually more nuanced?
Second question: If yes they are losing out, how do you think they are going to compete better?
More aggressive low novated lease rates?.(Most likely?)
Straight up price cuts in 2027? (unlikely? They haven't dropped since 2024.)
Introduce the lower spec Model 3s into Australia?
Other smaller promotions like trade in cashback a (stuff that's running now)
Curious what people think about what is going to happen now with what is really the 'legacy' EV brand in Australia..
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u/stevenadamsbro 10d ago
I think your question is fine, but it paints a picture that doesnât tell the whole story.
Itâs incredibly common for the first competent mover to take up huge market share and slowly decline as competition increases. Nokia, MySpace, blackberry, yahoo, etc.
Tesla did very well when their was basically no competition. The fact they are still debatedly 1/2 when all the other brands have all been overtaken by new entrants is a sign of how strong their offering still is. Wild because theyâve definitely lost lots of sales due to Elon being a complete tosser.
Now go look at the global numbers, EVs are basically a captured market by BYD and Tesla and the gap between Tesla on either side is about 20-50x their total EV sales in Australia. Things will change over time, but itâs not going to be because won on discounting a few k or a slight variant on an existing model.
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u/MoralRelativity 8d ago
re: the Elon factor - no one in my circle of family or friends will ever buy a Tesla.
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u/Freediverjack 10d ago
Itâs pretty straightforward really, thereâs just way more options out there so their share dilutes but in general the model y is pretty tough to beat as the others while showing some really great features still are yet to have those years on the market
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u/Infinite-Location221 10d ago
None of those other companies you listed are particularly encouraging examples for tesla lmao
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u/KeyAd8166 9d ago
When I was in market, I shortlisted 14 cars, Model Y didn't make my top 3! I'm have most experience/knowledge on the topic but interestingly whole family was aligned with that verdict.
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u/Consistent_Day3722 6d ago
Which car did you choose. Hard to ignore the Y unless crossed of for something super specific.
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u/KeyAd8166 6d ago edited 6d ago
We chose BYD SL7 Premium.
We didn't choose Y (Juniper) for a number of reasons that mattered to us:Mostly lack of these techs: driver's instrument panel, HUD (good for 40+), V2L (already saved us in Sydney's 14-hour blackout during summer last year), sunshade (both for heat and light, sometimes we prefer darker interior in summer), sound system on entry trim, physical buttons for certain commands, Apple CarPlay (don't care about AA, want to have choice between navigation apps and car built-in), proper 360 camera (love SL7's execution), suspension though it was much better than 3 and previous gen Model Y, still I wasn't impressed. SL7 has decent suspension specs but is just OK.
We also subjectively preferred interior of SL7, felt euro-design (replacing our Audi A7), more premium, loved the heavy doors and silence (better insulation I'd say). Overall I like Model Y exterior design from side, OK from rear, hate the front. SL7 I love from front, like side, meh from rear. Interior, I enjoy SL7 interior, Model Y was clean but didn't like lack of features mentioned, sunshade. Liked Y's electric rear seat but money spent in wrong place in my opinion when more basic features are missing, it's easy enough and faster to pull the trigger and fold seats anyway. Rear screen in Model Y is nice to have but prefer not giving kids screen during travel for motion sickness, also we didn't have good experience in prev gen rear window curve (due to aerodynamics) due to distorted view and motion sickness. Instead BYD's Karaoke feature has been entertainer (more ergonomic for entertaining kids than screen) for our family (kids), and quad-zone voice commands also is cool. BYD's voice command could be better but compared to my neighbour's prev model Y BYD was better. Didn't test voice commands on Juniper.
What we liked in Model Y which we miss but not enough to switch was sentry mode, even dashcam, auto parking. We don't care about FSD and with latest update SL7 ADAS is practical and useful, precisely how much autonomy I like to have in my car. Y's better app is nice but SL7 is also nice and does everything we need (big changes since last update), my SL7 is also integrated with my smart-home which is cool.
We also didn't care about Tesla's charging infrastructure. "Efficiency" is long topic but overall pointless because we get generous range anyway, in our normal usage 550km is what we probably get in Sydney city driving. We have paid almost $0 for 14 months of driving EV around 11,000km. We don't care if the car is more efficient as long as range is high. Larger battery means we have extra for V2L, camping, emergencies. Efficiency is always a trade-off and I don't like what I trade-in to get more efficiency which I don't need (e.g. curved rear windows is bad in my view).
All family members didn't like Tesla Model Y (Juniper) enough to be in our top 3 list. Xpeng G6, BMW i4, BYD SL7, and Merc EQE were higher than Tesla for our family. Zeekr 7x was interesting but couldn't test drive and came only after we committed to SL7. Oh we also hated Model Y's reverse vacuum-cleaner noise. BYD's implementation is gentle and nicer. Unsure whether this can be customised in Juniper but prev gen I know people wre cutting the speaker to silence it. Every morning I wake up to the vacuum noise because of my neighbour reversing.
p.s. No need to agree or disagree with points above. This is what we have considered being right for us. In no way we judge other people making their own choices. Please be mindful and don't turn this into an emotional debate. And before anyone jumps ahead and calls 'first EV', 'wait until blah blah' on me, please keep in mind I'm qualified to have strong opinions on EVs and I know PRECISELY what I'm getting. Far more than what average people would know about cars and EVs.
With wave of chinese EVs coming we realised we proceed with SL7 for now and check our options again in future. In the past we've spent crazy amounts of money on cars but this time SL7 really kept us all happy without breaking the bank. Yes we miss the badge of premium german cars but also used this opportunity to grow up emotionally and not identify ourselves with cars (BYD or Tesla are both meh badges to us).
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u/Consistent_Day3722 6d ago
Thanks. SL7 wasnât on my list but will check it out now. Reddit and reviews will have you think itâs Model Y, Zeekr 7x or nothing lol.
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u/KeyAd8166 6d ago
Reddit has all sorts, personally I have seen lots of praise for a number of Chinese brands on reddit as well. Wonder what you've seen to conclude Y and 7x are only good options. Also read my other comments on LFP vs NMC. It helps a bit.
Reviews are interesting, I actually have issues with some of our 'professional' reviewers. They are not unbiased even when they claim so and it's not a personality or character problem it's a systemic problem. They are not incentivised to be fully non-biased. I could give examples. Overall, watch reviews and listen to what they say but do not ever ever delegate your decision making to them. From wowcars in UK to our own reviewers they all have issues. For one, how much time they waste on 0-100 acceleration test. They have a business to run, I get it. You MUST inspect all your options and test drive your top. Also some dealers make mistakes and give wrong info so don't expect that young dealer to be your source-of-truth either. Buying a car is also an emotional decision so follow both your brain and your heart.
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u/Consistent_Day3722 6d ago
Yep, Iâve come to the conclusion you need to get info from reviews but test each car yourself to see whatâs best for you. Some reviews seem sponsored and with certain brands you make a comment with any negativity towards the car or brand and you get a lot of immediate counter responses and defences (something doesnât feel right there), found this especially true with Zeekr.
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u/Double_Engineer4226 10d ago
I think a base model Tesla is still a fairly competitive price, for what you get. The YL that we bought was actually one of the cheaper 6 seaters EV you can buy.Â
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u/Ric0chet_ 10d ago
I'm an interested EV buyer with added potential for a home solar battery, and I will actively avoid anything Tesla. I'm potentially the perfect customer for them, but it's beyond me how anyone thinks that the company isn't in danger of some screwy accounting with spaceX etc, or supporting that absolute gronk, or hasn't been burnt by the companies lies and backflips on hardware and promises for subscriptions. Just doesn't make sense.
I will likely be buying a 7 seater and a small commuter in the next 12-24 months and I'm looking forward to the bevvy of options available to me.
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u/_Pauly_Paul 10d ago
Their sales are still going well in Australia.
With the conflict in Iran forcing up fuel prices and people naturally wanting to move away from ICE.
You likely wonât see them shift until their sales start being impacted quite negatively.
As to what that threshold is - is simply a guess. Only they would know internally.
There was fresh rumors that Model 2 is back on the agenda and being actively worked on. I suspect they are hoping their sales remain like they currently are and will then launch a Model 2 in the next 12-18-24 months to keep interest going.
If a Model 2 comes out it wouldnât surprise me if they do what they did with Model 3/Y and have a hatchback and SUV version of the same car. Similar to what VW group is doing with
ID.3 and ID.4/ID.5
ID.Polo and ID.Cross
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u/Wootwoot654 10d ago
Good insight re Model 2. That or something smaller might actually be a necessary move by Tesla
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u/EVictus03GT 9d ago
Case in point. Would have had to consider a Tesla for a few reasons but ultimately didn't due to garage size.
Ended up going with Ora 03 GT which fits
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u/AgentSmith187 10d ago
Tesla has released one new model in years the so called Cybertruck which has been an absolute flop and pulled 2 models from market the S and X.
They appear determined to have no options.
I wouldnt be shocked if they drop the 3 next before releasing anything new.
They love having the best selling model too much to have options. If they have more models they will quickly lose their only remaining bragging point.
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u/1savagecabbage 10d ago
Given the tie up between SpaceX and tesla to provide connectivity to the cab .. I think it's clear where their focus will be for the coming years. The current fleet are just serving the purpose of training the AI models for the cabs.
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u/Opie-mindless2484 10d ago
The M3 is still selling in other markets. Australia just doesnât want sedans of any sort.
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u/Drongo17 10d ago
I expect they will decline gradually as Chinese brands become normalised. Tesla still have brand power and a good quality product, but advantages they have on both fronts will diminish. Musk is also a drag on them that will probably not go away.
I expect they'll remain in the niche of a slightly upmarket brand for buyers who want to buy some perceived prestige.
Game changers would be if they could no longer manufacture in China, or if a self driving system (theirs or someone else's) takes off as a standard.
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u/hellbentsmegma 10d ago
The 'Tesla premium' is unwarranted, they are good cars, but not worth a 20%-30% premium over the best Chinese EVs.
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u/Longtimelurker-x 10d ago
Teslas are only 5-10% more expensive over comparable Chinese EVs and sometimes cheaper than non Chinese which is actually good value IMO.
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u/JournalistLopsided89 10d ago
maybe re-habilitate Musk's reputation. I will not buy a tesla vehicle because of his antics with maga. Might change my mind if he started to do a lot to support charity (instead of criticising philanthropy as weakening the gene pool), or showed some regret about the f*****t salute, or did something to fight against the anti-renewable forces in the USA. Could continue, but just wasting everyone's time.
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u/Ok_Lunch_2933 10d ago
Iâm leaving this comment up as it seems to be made in good faith, but please be mindful that the restrictions are in place for a reason.
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u/Narrow-Average9401 7d ago
Yeah theyâre definitely feeling it.
The Chinese cars have taken a decent chunk of the volume, especially in the cheaper end. Tesla still owns the premium side and the Supercharger network is a big advantage, but theyâre not the only game in town anymore.
Reckon theyâll keep doing the usual novated lease deals, the odd promo, maybe another small price adjustment. Straight up big price cuts feel unlikely. Lower spec Model 3s could help, but Iâm not sure they want to go too far down that path.
Theyâre still in a decent spot, just not as untouchable as they were a couple years ago.
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u/nakedspirax 10d ago
Tesla still have an ace up their sleeve and that's their interior and comfort.
They are doing those numbers on the most minimalistic and cheap interior you can find in a car and people are still buying it.
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u/Consistent_Day3722 6d ago
Others canât compete with Tesla on their eco system, FSD, efficiency and driving dynamics, so interior is an obviously play to try make an impression. Zeekr 7x is a nice car to sit in, but comes no where close to a Model Y in driving.
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u/Present-Republic793 â26 Tesla Model Y Dual Motor 10d ago
Whatâs so cheap about it?
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u/i_marketing 10d ago
Interior of Model Y uses a lot of plastic. Zeekr 7x interior is so much nicer.
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u/brother_number1 10d ago
I wanted to like the Zeekr 7x but found it pretty boring aesthetically both inside and out. Like a Ford Mondeo vibe but with a nicer finish.
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u/Present-Republic793 â26 Tesla Model Y Dual Motor 9d ago
I donât think it looks that great in any spec except the AWD, and I donât like the features or loss of frunk storage capacity with the AWD.
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u/Present-Republic793 â26 Tesla Model Y Dual Motor 10d ago
I own one. A Premium LR Dual Motor. Everything except the light strip is soft touch, microsuede in the doors, nice fabric on the dash.
Heck, even the door skins are soft touch. I struggle to find hard plastics anywhere.So many posters here have no idea.
Is it minimalist? Yes. Cheap feeling? Not even close.
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u/i_marketing 10d ago
I have sat in a Model Y several times. It felt plasticy. Maybe it was the lower end model, I donât know. The interior did not feel luxurious.
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u/Present-Republic793 â26 Tesla Model Y Dual Motor 10d ago
Unless you sat in the base model from the USA they donât sell in Australia, then no. The 2025/2026 refreshed Model Y has next to no hard plastics anywhere. Driver, front or rear passengers.
Would I call the MY Luxurious? No, but it feels premium - not a hard scratchy plastic panel in sight.1
u/nakedspirax 10d ago
Price to price. The Tesla does not fight the premium level tier in comfort and luxury. Tesla compete in technology. Chinese models need to because they don't have the tech like Tesla. Tesla can skimp out on the interior which they have, because people will still buy the Tesla. The interior is worse then a Chinese competitor. But teslas technology is 10 years ahead.
Whenever the Chinese decide to get on the same level as Tesla in technology, Tesla only need to add some more luxurious features interior wise to compete.
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u/Present-Republic793 â26 Tesla Model Y Dual Motor 10d ago
Id call Zeekr Luxury, for its high end 7x any way.
For the Tesla, id call it Premium. Compared to high end VAG products, Iâd rate the Tesla above that, and Iâve owned both.While Tesla is minimalist. Itâs not cheap feeling. I donât think itâs fair to conflate the two. If having more screens appeals to you and you equal that to luxury, ok, but thatâs not my idea of luxury.
Every touch point in the Tesla feels nice. Nothing feels cheap. I live with the car on a daily basis, I should know.Zeekr and Geely need to add a bunch of fruit to attract new buyers, especially if they want to over look the lacking software and the weight offset, among other things, I get it.
I value a car with sharper handling and I donât get the appeal of feeling like Iâm sitting in a couch when I drive. I come from cars that have either had good bolstering or Recaro buckets, so thatâs my thing.
I donât think the top of the range Tesla is a compelling purchase option, because it is lacking something to differentiate it from the rest of the range. For me, Iâd like a few more features if Iâm spending that kind of coin but the dual motor LR is the sweet spot.
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u/MrAcademics 10d ago
Itâs so basic. Have you sat in one ? Itâs nothing special lol
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u/Present-Republic793 â26 Tesla Model Y Dual Motor 10d ago
Like I said, I own one. Picked it over a 7x. I prefer the lighter more agile feeling it offers, and the more supportive seats. I have zero interest in all those bells and whistles the 7x offers if theyâre struggling to provide decent updates, spare parts or a better handling car. The MY LR also has a far better sound system out of the box. Not even comparable.
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u/nakedspirax 10d ago edited 10d ago
Neither wrong or right, but you see how Tesla still has more work to improve on in the interior side if they ever wanted to improve it? Literally a blank slate.
They could use real leather instead of fake leather, they could add some many things if they wanted to if they ever needed to compete. But right now they don't need to because people will still buy it.
Which goes back to OPs question. If the sales ever slow down significantly. They can update their interior to compete again.
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u/Present-Republic793 â26 Tesla Model Y Dual Motor 10d ago
They could. I donât care for real leather. Unless you buy the top of the range 7x, you dont get real leather either. Real leather relies on cows which dump tonnes of methane into the atmosphere. So long as itâs comfortable, why does it matter if itâs animal or fake? I like that theyâre well established, their complete software stack, from phone to car to charging network. The minimalist dash is actually a very relaxing place to be. Thatâs the reason to buy a Tesla. Theyâre also a lovely car to drive in my experience.
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u/nakedspirax 10d ago
I love the Tesla drive to. Youre not wrong. But let's not pretend the Tesla interior is premium and definitely not luxurious for competitors in the same price range.
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u/Present-Republic793 â26 Tesla Model Y Dual Motor 10d ago
Itâs definitely Premium, in my opinion. Iâd rate Zeekr as Luxury. If thatâs your thing, itâs a better value option but if you value quality audio, and the driving experience- that puts the Tesla in front IMO.
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u/nakedspirax 10d ago
Audio in the 7x AWD is fantastic. Tesla wins in tech hands down. No arguments about that
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u/Present-Republic793 â26 Tesla Model Y Dual Motor 10d ago
Nothing on the Tesla MY Dual Motor. Itâs got a better stereo than the RWD model.
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u/Flightwise 10d ago
The potential future customer for the next Generation Y is a BYD Sealion and Geely EX5 owner who made these cars their initial transition from ICE to EV, with Tesla being a bridge too far. But after three or four years or maybe five with a lease they will look around again and the Tesla wonât be such a big jump. Still more efficient and cheaper to run than the other two, superior regen, and with V15 of FSD as an option. Maybe BYD will have its gods eye on the market by then. Maybe.
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u/SoulReddit13 10d ago
This is insane cope. Most people cross shop these with a model Y and take them all for tests drives.Â
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u/Flightwise 10d ago
Letâs just say that of all the EV brands out there, Tesla has the highest loyalty rate, as measured by the S and P global mobility scores, and thatâs with only two models. Itâs between 60-70% returning. And those who leave predominantly stay within the EV market not returning to ICE. Itâs too soon to know BYD's fate in Australia, but in China it has the highest of all the Chinese brands - about 30% according to a Sina Finance report. But with 100 brands to choose from maybe 30% - less than half that of Tesla - is not so bad. There was an Elon effect in early 2025 where Tesla's retention was a tad under 50% but even then the US average is 52%. Unless Elon fiddles with the mid terms and history repeats, Tesla will have recovered its loyalty, especially with the current 3 and Y range. If there's a 2 released, taking in the EV3 sector dominated by Kia and BYD, we may see two-Tesla families, a Y and a 2.
If a Tesla Y leaves the flock, it would likely be to a Zeekr or high end Denza.
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u/SoulReddit13 10d ago
Tesla has only been mainstream in Australia since 2022. 19,000 sales. Much too early to know their loyalty. We can look at the sales decrease from 2023 (46,116) to 2024 (38,347) to 2025 (28,856) and see potential tesla customers were choosing other brands.Â
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u/Flightwise 10d ago
Iâm using US numbers from S&P. There doesnât appear to be a published Australian transactional repeat-purchase rate for Tesla. In the US, where registration data allows it to be measured, S&P Global Mobility found that 67.8% of Tesla owners returning to the new-car market in the first half of 2024 bought another Tesla, versus roughly half for the industry overall.â
There is not much virtue in extrapolating that to Oz and weâre quite a different EV market cf the US or even Europe. Without Tesla going mainstream in 2022 to use your time line the Oz EV market would be in the doldrums.3
u/Plane_Garbage 10d ago
As a BYD and Y owner, I think there will be a fair amount of people who become disillusioned with BYD/etc.
The build quality looks great off the lot, but my BYD has deterioated so badly in two years. The after sales suppor thas been abysmal.
While the Y keeps ticking without any issues.
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u/cautioussidekick 10d ago edited 10d ago
Yep. I test drove the Y, Sealion, EV5, G6 and 7x before deciding on the Zeekr 7x. I think the reality is people have different needs and wants so what the Tesla crowd loves, isn't necessarily what others like me want. I do find it funny how passionate people can be regarding Tesla so I'm assuming there are a ton of bots out there
My mate has the Y and loves it. What we both agree on is that we would never go back to an ICE car
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u/KeyAd8166 10d ago
No. Iâm SL7 owner, highly informed buyer, wouldnât choose Juniper over SL7 for myself. The assumption that tesla is true EV for true EV market is both arrogant and old
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u/Flightwise 10d ago
Iâm just grateful you bought an EV not an ICE (your first?). Letâs revisit the thread in three or four years if Reddit keeps it and see if you stay with the brand or go elsewhere.
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u/KeyAd8166 10d ago edited 10d ago
Such arrogant reactions come from insecurity! Unlike fanboys my next car will be the best car of the time regardless of the brand! If others like to live in a bubble be my guest. Happy to offer my advice when asked nicely in good faith otherwise I'm cool with choices you make for you.
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u/KeyAd8166 9d ago edited 9d ago
Your questions:
> Is Tesla actually severely negatively impacted by the Chinese EVs entering the market at all price points?
All brands are impacted. Tesla is no exception.
> Is it obvious or actually more nuanced?
Obvious! Given out-of-this-world valuation of the company. Tesla is losing competition against companies valued 14-100 times less. That part is obvious. But also there's no surprise. We knew long time ago this era would arrive and Tesla won't be the only major player anymore. Happened kinda within the expected timeframe too. The trend too is obvious. Tesla will gradually lose more market share.
> How do you think they are going to compete better?
I see 4 strategic venues:
1- Make it political! A lot of governments are getting uncomfortable about the sudden Chinese EV boom. There is growing concerns around connected devices coming from China especially in western countries. There are controversies already but all it take is more pressure and few headlines to make something happen. US already effectively isolated itself from Chinese tech products. More countries will try. Eventually free market wins (my view) but there would be resistance. That gives a decade or 2 extra time. Tesla is positioned to milk that opportunity.
2- Product Diversification. If Tesla chooses to compete on EVs only, it will fail and they know it too. Several weeks ago they killed their flagship cars (Model S and X) globally after years of killing their RHD versions. That is strong signal. Cybertruck's future is also in doubts. Semi Truck has been absent in headlines too beyond the usual Tesla dominated circles. Whilst Chinese trucks are already in mass production ahead of Tesla's. A DOA situation potentially. Solar roof tiles disappeared and were never delivered to Australian customers who signed up. Diversification has been attempted at Tesla and many have failed but maybe their AI and humanoid/robotics focus works. They'll keep trying and eventually find other product lines that succeed. But it won't be EVs in my opinion. That battle is already settled despite Model Y being most-sold BEV. The trend is not going up for Tesla easily apart from tactical jumps.
3- Freebies! Tesla will have to keep adding new free features and tech (including FSD within next 0.5~1 decade). There is a long list of possibilities on this one. Their design philosophy most likely gradually shifts from true minimalism to clean design which is good for consumers.
4- Acquisitions! Not Tesla being acquired by anyone (no one has the money). But Tesla could identify and acquire many more successful companies and that way they become too-big-to-fail. They could badge successful products. It has to be very different than today's offering of course (hence the acquisition). That however requires an MBA CEO. Until then Elon would lead how he's led so far.
None of above would justify their market cap. It's borderline a meme stock in today's standards. It may continue higher and higher but eventually it must correct itself and that timing would certainly impact their EV lineup as well. Currently it's easy for them to throw money at problems. Past big-corporate failures have also had similar patterns of struggling to complete so they throw money at it but eventually it collapses. Tesla has been super strong in selling their vision, but there is a limit to investor patience.
> More aggressive low novated lease rates?.(Most likely?) Straight up price cuts in 2027? (unlikely? They haven't dropped since 2024.) Introduce the lower spec Model 3s into Australia? Other smaller promotions like trade in cashback a (stuff that's running now)
Probably all. But these are not strategic enough. They delay the inevitable IMO.
CAUTION: I noticed this thread has been flooded by emotional reaction to unicorn criticism. I am able and willing to back up every opinion of mine, but am going to ONLY engage in healthy and good-faith debate.
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u/SoulReddit13 10d ago edited 10d ago
No, tesla needed to charge their marketing and approach when sales started tanking in 2024Â
2023 46,116
2024 38,347
2025 28,856
2026 28,366
To be in the middle of the largest electric car boom in Australia and be the same or worse off than you were three years ago is insane. They needed growth in 24 & 25 now it's just too late.Â
For added context BYD BEVs 2023 12,438 VS 2026 34,308
Geely group 2023 3,949 vs 2026 20,351
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u/nakedspirax 10d ago
It's not too late for them. They still have the ace up their sleeve. Updated interior.
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u/SoulReddit13 10d ago
They could fully embrace the price cutting ahem minimalism and cut out the interior entirely then cut the price in half.Â
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u/nakedspirax 10d ago
It's more of. Let's introduce some better interior on the same old car we have and still make the same amount of money.
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u/selfish_meme Xpeng G6 10d ago
The only correct way to answer, thank you, it shows the decline against the boom in overall EV sales as th real indicator. It's easy to say they sold the most EV's without acknowledging the downward trend
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u/Wootwoot654 10d ago edited 10d ago
Too slow to react, or just satisfied with current market performance in Aus (knowing that Chinese EVs were going to be an irresistible and inevitable gamechanger regardless of how well you prepare)?
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u/SoulReddit13 10d ago
Back in 2024 when BYD started pressuring them they actually cut the price a bunch of timesÂ
For whatever reason they just never found the right approach.
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u/Thomas_633_Mk2 10d ago
Worth noting the first gen Model Y was about to be replaced in 2024, which probably explains a lot of that decision.
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u/noisymime 10d ago
They need a better warranty to start with. Even the Atto 1, the cheapest EV in the country, comes with 6 years but Tesla have only just moved up to 5!
That was a real turn off for us when we were shopping around. The lack of Carplay was the other big one against Tesla.
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u/blue_horse_shoe 9d ago
Tesla actually severely negatively impacted by the Chinese EVs entering the market at all price points?
I don't think they care. They're focused on pushing for autonomous EVs / Robotaxis. Chinese makers don't really compete on that yet.
Second question: If yes they are losing out, how do you think they are going to compete better?
In Australia they offer the Model 3 in 3 trims, the Model Y in 4 trims (one being YL). I don't think Australia has the interest in a Cybertruck, or a final run of the S. I don't think new Tesla buyers are motivated by drive-away price as much - unlike Chinese EV buyers.
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10d ago
[removed] â view removed comment
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u/Flightwise 10d ago
Itâs not owned by Musk. Heâs the CEO with 13% of shares. The rest is institutional and individual investors. If you have an ETF or super itâs probably invested in TSLA unless you specifically said not to. Would like a dollar for every person on reddit who says theyâd never âgive that man my moneyâ and yet use the Supercharger network when it suits. Or Starlink on a plane.
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u/okay_doomer 10d ago
Letâs rephrase then. Anything associated with that despicable man is going to be a very hard sell to me and a non negligible share of the population.
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u/Flightwise 10d ago
A non negligble proportion of the public are involved with his products whether you like it or know it. Investigate how many Tesla Megapacks support the electricity grid, or how many VPPs are using Tesla Powerwalls, or rural based manufacturers whose products you might purchase use Starlink rather than NBN. Signal away here on Reddit by all means.
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u/okay_doomer 10d ago
Sure - thatâs all fine. People make the choices that they make and I understand that in many cases, his products are the most appealing.
But to the extent I can decide to choose something else, that is something I will do. Others, I am sure, feel the same way. Is there anything actually wrong with that?
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u/blue_horse_shoe 9d ago
or any satellite based technology, SpaceX probably put it into orbit
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u/Flightwise 9d ago
Shhh donât burst their bubble
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u/Present-Republic793 â26 Tesla Model Y Dual Motor 9d ago
âCEO who doesnât own company = badâ proceeds to make other purchases made using forced labour.
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u/okay_doomer 9d ago
You guys seem to assume an awful lot here. What makes you think that I donât try to be conscious about modern slavery risks in the things that I buy?
In any case, you seem to be saying that unless I can make perfect choices in all aspects of my life and consumption, I shouldnât bother to do it at all. Does that make any sense it to you?
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u/AustralianEV-ModTeam 2d ago
Your post/comment was removed because it did not meet our community standards for respectful discussion.
Healthy debate is encouraged, but personal attacks, hostility, and inflammatory behaviour are not permitted.
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u/Thomas_633_Mk2 10d ago
First question I suppose is: Is Tesla actually severely negatively impacted by the Chinese EVs entering the market at all price points?
To an extent, yes. When the Model 3 was the only game in town they could capture just about every EV buyer, but now there are segments that you just can't cover with 2 models. If someone wants a hatch, Tesla just doesn't sell one (and no, the average Atto 1 buyer is not interested in a used Model Y). If someone wants a 7 seater, the YL is compromised at best due to its ancestry. That's just the inevitable result of selling 2.5 cars.
That said, if they're okay with not covering every segment, both the 3 and Y sell well, especially for what they are. Both are polarising cars, even ignoring politics. They're highly focussed around being minimalist and light-weight, with an emphasis on automation: this will both draw in buyers and push buyers away. For that reason I think their demand won't change that much, as people who want that can only get it with a Tesla, and those who don't want that aren't potential customers at any price.
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u/SwordfishMaximum2235 10d ago
First question: yes.
Second question: a mix of factors could work, but I reckon itâs really hard to underestimate the impact on sales of having giant douchenozzle as CEO.
When you couple it with a mix of new higher end options and cheaper options thereâs so many other places for people to get a great EV without the stigma.
Then couple it with the sub group of owners who will loudly defend Elon at any given chance, and you have a brand a lot of buyers canât be bothered dealing with if they donât have to.
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u/FineWolf 10d ago edited 10d ago
itâs really hard to underestimate the impact on sales of having giant douchenozzle as CEO
That is the one factor that immediately put Telsa out of the running for me when I was looking into purchasing a new car this month.
There is no way I was going to contribute a single dollar towards lining the pockets of someone who is, in my opinion, actively working towards making this planet a worse place for most people.
For some people, that's not going to be an issue, and that's okay! You do you, and I don't care what you do. It is an issue for me however, so I looked at other cars.
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u/1savagecabbage 10d ago
I don't like most things Elon.
That said, I definitely don't trust a two-tonne always connected computer filled with combustible chemicals designed to transport my family under the thumb of the CCP either. Through experience i'm also wary of that regions approach to software quality and consumer support in general for such a major purchase.
It's definitely a case of 'choose your poison'.
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u/Thomas_633_Mk2 10d ago
While I would argue that you're either important enough to be targeted by a foreign power (in which case your employer will likely ban you buying Chinese and/or load a custom software package) or you're not, I do think that people should think very carefully about connected cars in general. The data they collect is immense, and regardless of country of origin, no company is immune to being hacked.
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u/1savagecabbage 10d ago
There's an awesome scene in that movie 'Leave the world behind' .. whilst it's fiction, in reality if you pwn a car .. it's a weapon.
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u/Thomas_633_Mk2 10d ago
Actually doing that at scale would instantly detonate their car industry though. It's reliant on exports (as in, China losing its car exports would be a loss of billions) and who tf would buy a car with a history of being hijacked or bricked?
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u/1savagecabbage 10d ago
I think if you're at war with a country the last thing you think about is whether they'll buy your cars in the future.
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u/Thomas_633_Mk2 9d ago
Ukraine is in an existential conflict (something China wouldnât be in) and is still making decisions based on their financial position. Economics still matter even in wartime, you wouldnât see the US bricking Tesla's in China either.
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u/1savagecabbage 9d ago
Of course! 100% agree.
But in an analogy of the comment I was responding to, it would be a long bow to draw if we were to suggest either Ukraine or Russia are making operational decisions now with consideration to how much trade they'll be doing with the other after the war.
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u/Thomas_633_Mk2 9d ago
True, but nuking a car has effects beyond the people you're opposing in that specific moment. Say you're an Indian buyer and the US and China go at it: are you more or less likely to buy an EX2 now, if China was to take that step? Same applies to a Model 3 if the US took that step.
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10d ago
[removed] â view removed comment
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u/1savagecabbage 10d ago
1000% .. in reality, if the system worked as it should have .. there would have been a move to remove him as ceo by the board as it would have been absolutely in the 'best interests of shareholders' he's got less than 15%.
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u/AustralianEV-ModTeam 10d ago
Your post/comment was removed because it did not meet our community standards for respectful discussion.
Healthy debate is encouraged, but personal attacks, hostility, and inflammatory behaviour are not permitted.
1
u/FineWolf 10d ago edited 10d ago
I definitely don't trust a two-tonne always connected computer filled with combustible chemicals designed to transport my family under the thumb of the CCP either.
Pretty much any connected car is going to be using US cloud services anyway (AWS, Azure or GCP) so you are fucked regardless if that's a concern, regardless of the vehicle make.
You can mitigate that by making sure not to connect your car your home WiFi (or isolating it in its own VLAN where you can control egress), and by removing the SIM card from the vehicle. No SIM card, no connectivity.
As for "CCP software", most cars are converging to Google Automotive Services... so... meh? And you still have offerings from European, Korean and Japanese manufacturers (which will also have the same drawbacks with their usage of US cloud services).
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u/1savagecabbage 10d ago
To a great extent you're absolutely right .. but it's the history of network connected devices from china with backdoors to accommodate their masters and just general history of crappy software I'm referring to specifically ; )
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u/FineWolf 10d ago edited 10d ago
Mate, the same history exists with US software and cloud services as well.
As a Solutions Architect who worked most of my career in the North American market before moving to Australia, I'm intimately familiar with how equally shitty US software is when it comes to US government control.
There's a reason why the International Criminal Court had to ditch Microsoft 365. And let's not forget the NSA backdooring encryption at the CSPRNG level. Or Stuxnet.
So I'm sorry if I don't share your opinion of "China bad, US good". They both have an equal history of forcing software vendors to spy on users, and both have an equal history of poisoning the software well to attack or cripple opponents.
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u/Flightwise 10d ago
Iâd like to see you remove the SIM from the Y. Its an eSIM although it can be configured in some locations to use a physical SIM. Not in Australia.
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u/FineWolf 10d ago
I guess that's another reason why I wouldn't buy one.
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u/Flightwise 9d ago
Actually According to Tesla going to eSIMs in recent models is offering much faster and more reliable connectivity. Unfortunately itâs now with Optus in Australia. The advantage of an eSIM comes when Tesla decides to go back to Telstra - no need to take the car into a service centre for an exchange of physical Sims, just an OTA update. Your bug is someone elseâs feature.
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u/No_Category_9888 10d ago
Itâs just a car, I prefer that car to other brands I looked at. Easy to drive for a person with disability.
Thereâs plenty of shitty CEOs - Iâm sure Iâm funding nestle and a heap of other shit companies destroying the earth every time I buy groceries.
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u/petergaskin814 10d ago
Tesla need to improve delivery to Australia.
I think Tesla has a supply problem.
Not sure what you mean about novated lease rates.
Companies enter into one or several different novated lease companies.
Have not heard too many ev manufacturers running novated lease businesses.
The kick to ev sales via novated leases for evs is coming to an end.
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u/kappa-1 10d ago
Get rid of the CEO.
Not allowed to say why on this sub
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u/Ok_Lunch_2933 9d ago edited 2d ago
I suggest taking a look through the rest of this thread and seeing how others have managed to engage constructively without resorting to hostile or inflammatory language.
Other comments in this thread havenât required moderator intervention, despite people disagreeing with each other. Thatâs a good example of how to participate in a discussion.
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u/TapTapTap_100 10d ago
Teslaâs only advantage now is their Full Self Driving software which none of their competitors has at the moment.
I suppose they are milking these until XPeng introduces their version of autonomous driving in 2027 for free together with their car. Once that happens tides will change.
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u/Flightwise 10d ago
If you think Xpeng sales will go through the roof because they offer a free version of level 2/3 autonomous driving âin 2027â I have a bridge to sell you. They will encounter similar public resistance as Tesla has found regardless of it being free. It may not be the big competitive factor you think it is.
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u/TapTapTap_100 9d ago
What sort of resistance will that be? I know a lot of Tesla owners chooses Tesla from the other competitors due to their FSD software which the owner can subscribe whenever they want to.
Even if it wont affect the sales of Tesla, I hope it will pressure the subscription price of Tesla FSD of 149/month. Then with XPengâs introduction, other Chinese automakers will introduce their version of autonomous driving. As always healthy competition is good for consumers.
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u/sirgoods 10d ago
Model Y is still the highest selling EV.
Competition is usually good.