Tesla's global penetration rate of FSD is only 1 1%, and the core technology FSD promoted by Tesla is still very few. In China, the purchase rate of Tesla's FSD in China is only 1-2%, and the global penetration rate of Tesla's FSD is only 1 1%.
Tesla's global penetration rate of FSD is only 1 1% 1. At this stage, Tesla's FSD system is one of the relatively perfect autopilot systems. Although Musk has repeatedly mentioned how powerful the FSD system is, there are still many institutions that believe that FSD is only in a level 2 autopilot state. Musk also claimed that Tesla's autopilot system can reach level 4 as soon as this year, but since Musk's notice is almost just a slap in the face, it is better to listen first and don't take it seriously.
Xpeng Motors, also rooted in the field of intelligent technology, seems to have more rational expectations for the future.
Not long ago, the high-level forum of China Electric Vehicle Hundred People Forum Committee (2022) was held in Beijing, during which the CEO of Xpeng Automobile mentioned; "Intelligent assisted driving XPILOT3.0 really makes users like it more, which is more convenient and safe. The user penetration rate reached an astonishing 96.2%. NGP means high-speed driving every 100 km, and the mileage penetration rate reached 62%, which means that 62 kilometers per 100 km are intelligently driven by NGP. "
Looking back at Tesla FSD, the previous survey of 65,438+07,000 Tesla owners around the world showed that the penetration rate of Tesla fully automatic driving (FSD) kit among Tesla owners around the world was only about 65,438+065,438+0%. Compared with XPILOT3.0 of Xiao Peng Automobile, there is a big gap.
Of course, this gap comes from many reasons; Optional price, practical and reliable. It is for the above reasons that Tesla chose to launch the monthly service of FSD suite when it found that there was a difference in permeability. This kind of operation can be described as pushing Tesla to a desperate situation. Tesla, which was originally thought to be able to make great achievements in the field of autonomous driving, has become a foil for the brand of new energy vehicles in China.
Domestic consumers need to consider several issues before considering opening FSD. First of all, we have to face the problem of localization. The road conditions in the United States and China are very different, so even if EAP works well in the United States, it can't be said that it works well in China. FSD is still in the testing stage in the United States. This is the second question. It takes more and longer localization training than EAP before it can be widely promoted.
Looking back at Xpeng Motors, in terms of intelligent driving assistance, Tucki NGP is developed for domestic roads, and it can also realize high-speed automatic lane change and automatic ramp traffic. It is precisely because of the above advantages that Tucki P7 can reach the goal of 6,543,800+vehicles off the assembly line and become the first pure electric new power vehicle to break through the mass production of100000.
Back in committee of 100, He Xiaopeng said: "On the basis of the previous XPILOT3.0, Tucki will launch XPILOT3.5 from high-speed to urban scenes in 2022, which we believe will start the second half of intelligent assisted driving. XPILOT3.5 is just the beginning, which will truly subvert the travel of the entire automobile industry. It comes from XPILOT4.0 in Xiao Peng, and Tucki is 2-3 years ahead of most companies in this field. "
Up to now, the products of Xpeng Motors have almost covered the hottest new energy market segment, and Tucki P7 rolled off the assembly line with 6,543,800 vehicles, which is the first step for Xpeng Motors to enter the future. In the future, it will continue to explore technology and lead the progress of the times.
Tesla's FSD global penetration rate is only 1 1%. On April 4th, news from Tesla showed that despite the challenges of continuous supply chain and factory shutdown, Tesla produced more than 305,000 vehicles and delivered more than 365,438+00,000 vehicles in the first quarter.
It is reported that Tesla's latest German factory opened last month, and an electric car will go offline every 10 hour. Tesla's Glenhead plant will produce about 54,000 vehicles in 2022, 280,000 vehicles in 2023 and 500,000 vehicles in 2025.
After just over ten years of development, Tesla's market value has surpassed that of many traditional car companies to win the championship. The latest statistics show that Tesla's market value increased by 18.39% in March, returning to trillions of dollars. It also relies on its own efforts to improve the market value of the entire international automobile enterprise sector. Toyota Motor Corporation and audi ag ranked second and third respectively, but the gap between their market value and Tesla was further widened.
Even if it sells well, Tesla's core technology FSD is still very few. Tesla sells conventional configurations and autopilot kits separately. If you want to enjoy the advanced auxiliary system FSD, you need to buy it separately. In China, the purchase rate of Tesla FSD in China is only 1-2%, and the enhanced EAP is rarely bought. Statistics show that the sales volume of FSD is declining year by year, with only 65,438+065,438+0% car owners in the world buying it, and China and Europe are the least popular.
Tucki P7: You sell well, but I can't compete with you in intelligence and practicality.
At home and abroad, as a new force car enterprise, intelligent assisted driving is an indispensable part of car intelligence. There is a car company in China, and its intelligent assisted driving has really become one of the company's core values, that is Xpeng Motors. By the end of April, 20021year, the optional installation rate of high-speed NGP has reached 20% and will reach 50% in the future. By the third quarter of 20021,the payment rate of XPILOT 3.0 in Tucki P7 was close to 22%. At the 202 1 financial report meeting, He also revealed that P5 had delivered 5,030 vehicles, of which more than 50% were equipped with XPILOT 3.0 or XPILOT 3.5.
Because of this, on March 23rd, the100000 Tucki P7 rolled off the assembly line, and the new force of China car-making got the first EV model with a sales volume of100000, and Tucki P7 got the ticket for a head-on confrontation with Tesla Model 3.
Buying Tesla may be buying electricity and buying brands; But to buy Tucki is to buy intelligence. If Tesla defines smart cars in the United States, then in China, Tucki P7 is the first smart car image that car owners will think of. A very important reason for the low installation rate of Tesla FSD in Asia-Pacific is that the experience of FSD in the United States and even outside California is not as good as advertised.
Xpeng Motors has always been the industry benchmark in building intelligence, from full-scene voice interactive system to driver-assisted driving on expressway to memory parking in VPA parking lot, and Tucki P7 is the landing model of these new functions. Therefore, Tucki P7 can be said to be the smartest car in China and the benchmark of smart cars in China.
The global penetration rate of Tesla FSD is only 1 1%3 "Only 1%-2% of China car owners choose to buy FSD", which comes from Tesla's Q4 financial report and conference call.
In addition to the incredible expression, Musk mentioned two points by the way: the products and pricing strategies in the China market are successful; China consumers are very particular about product details.
In fact, the two points summarized by Musk are not only the recognition of domestic automobile brands, but also the indirect answer to the problem of low FSD selection rate, which is the so-called "cost performance" of products. At present, FSD is equivalent to futures, and its functions are not very rich at present, and the option fee is also expensive.
As the benchmark of new domestic forces, Model3 and ModelY, by the third quarter of 20021,the payment rate of XPILOT 3.0 in Tucki P7 was close to 22%.
In addition, on March 23rd, Tucki P7 became the first pure electric new power vehicle in the industry to break through100000. At the 202 1 financial report meeting, He also revealed that P5 had delivered 5,030 vehicles, of which more than 50% were equipped with XPILOT 3.0 or XPILOT 3.5.
In the initial impression, Tesla's autonomous driving is far ahead, which is an important part of the Tesla brand. In fact, Tesla's NOA is not much better than the high-speed driver assistance functions (NOA, NOP, NGP) installed in China.
Even when talking about smart cars in China, Tucki P7 is the first consumer who will think of smart cars. Why doesn't Tesla, which is popular all over the world and looks equally cool, have a smart label in China that is not as good as that in Tucki?
There is nothing more suitable for China people in Tucki than local products.
The intelligent cockpit is the part that consumers perceive the most. It uses high-tech map navigation, voice assistant Xiao P developed in cooperation with Spirits, and also improves the language system so that it can recognize some dialects, which can be described as high recognition and fast feedback, involving more interaction and local content.
In terms of intelligent cockpit, Tucki's advantage is reasonable, but the experience of intelligent driving is not worse than that of Tesla in Tucki.
Tucki P7' s intelligent driving experience fully considers the particularity of China scene, and adopts centimeter-level high-precision positioning, which can make different precision and position adjustment for different scene details in China.
From the whole scene voice interactive system to NGP intelligent navigation assisted driving, and then to the 2 km VPA parking lot for memory parking. Xpeng Motors has always been the industry benchmark for building intelligence.
As Musk said, China consumers are very picky about product details. It took Tucki P7 only 23 months to achieve this achievement, which is inseparable from Tucki P7' s strong product quality, high-standard mass production intelligent function and localization advantages. I believe that Tucki P7 is not only a high point, but also a starting point.