Tesla AI Day Counterpoint

Tesla AI Day: From Cars and Chips to Robots

Tesla is no longer a car company but a technology company. It is looking to build highly disruptive, efficient and intelligent products leveraging…

Counterpoint: Tesla Entry in India

Tesla – A Game Changer for India’s EV Industry?

Stagnating electric vehicle (EV) sales in the US have led Tesla to explore overseas markets in Europe and China. But the increasing competition in…

Counterpoint Research Will Foxconn Shake EV Industry?

Will Foxconn Shake EV Industry?

Apple supplier Foxconn, with an aim to diversify its business and reduce overdependency on Apple for revenue generation, is betting big on electric…

Trends in CES 2021 Counterpoint

Top 10 Automotive Announcements in CES 2021

Like the past few years, automotive players used the 2021 edition of the Consumer Electronics Show (CES), organized from January 11 to 14, to…

Nio BaaS strategy market analysis

NIO’s Battery-as-a-Service (BaaS) Strategy: A Smart Move

Nio has launched battery as a service (BaaS) under Nio-Power, offering charging and swapping of batteries for EV owners. BaaS users can buy a Nio car…

Counterpoint: Tesla results earnings analysis Q2 22020

Tesla Q2 2020: Strong Performance, Positive Outlook

Highlights Tesla ended Q2 2020 with $5.2 billion in automotive revenues, a decline of 3.7% from last year. The performance is impressive considering…

Counterpoint: Tesla competitive advantages in china market impact

Tesla’s Chinese Foray: Why, What and How

In 2018, Tesla CEO Elon Musk signed an agreement with the Shanghai regional government to set up the first Gigafactory in China. Here we discuss why…

Tesla Q1 2020: Manages to Stay Profitable

Key Highlights Tesla ended Q1 2020 with US$5.1 billion in revenues, up 37.8% from last year. The company earned a small profit of US$16 million,…

Regulatory Gridlocks Slowing Down EV Growth in US

Summary The US remains an important market for automakers, accounting for 20% of vehicles and about 15% of EV sales globally. However, regulatory…

COVID 19 Impact on Global Automotive Industry

COVID-19 Leading Global Automotive Industry to Recession

Overview While China is recovering from the worst impact of the coronavirus, the focus has shifted to Europe and the USA. Factories in Hubei…

Counterpoint Corona Virus Impact on Automotive

COVID-19 Impact Scenarios on China’s Automotive Industry

The COVID-19 outbreak continues to develop fast. There are signs of successful containment in some areas in China, while fears grow accelerating…

Counterpoint Toyota Panasonic EV Battery Partnership

Why is Toyota Partnering with Panasonic to Make EV Batteries?

Background In January 2019, Toyota and Panasonic announced they were forming a joint venture (JV), to manufacture prismatic batteries for electric…

Counterpoint Tesla Q4 2019 Results

Tesla Q4 2019: Remains Profitable; Focuses on Fast Growth

Tesla posted its Q4 2019 results, increasing its total automotive revenues in 2019 over 2018. Even though the company managed profitability for two…

Global Passenger Electric Vehicle Sales Fall 8% in Q3 2019

The top three brands, Tesla, BAIC Group and BYD Auto accounted for 40% of total EV sales during Q3 2019. Subsidy reductions in China continued to…

Counterpoint Global EV Shipments

Top Five EV Models Account for One-Third of Total Sales

Overview: The automotive industry is transitioning towards e-mobility. The USA and China are the leading countries in the global electric vehicle…

Are Electric Vehicles Safe?

Technological improvements and falling prices of battery technology will see more electric vehicles (EV) on the road in the coming years. Many…

Tesla Q3 2019: Profits and Progress to Autonomy

Tesla beat Wall Street’s expectations in 3Q 2019, and by some margin. After losing over US$1 billion during 1H 2019, it registered a profit of US$143…

Record Sales But Losses Still Haunts Tesla

Tesla surpassed analyst expectations showing a significant increase in car deliveries when compared to Q1 2019. However, despite increasing…