Einride AB Will Deploy 500 Tesla Semi Trucks This Year. Here's What That Means for Tesla Stock.
Yahoo Finance ·
When the Tesla ( TSLA -0.72% ) Semi was announced in 2017, expectations were high. The global freight trucking market is currently valued at $2.2 trillion. Diesel is one of the industry's highest costs of doing business. Labor is also pricey, with 3.5 million drivers employed in the U.S. alone. Tesla's Semi trucking platform, of course, is powered by batteries and electricity . And the company's autonomous driving technology can further reduce trucking costs. In short, many analysts believed the Tesla Semi was destined for success. In 2018, CEO Elon Musk announced that Tesla would begin production of the Semi by sometime in 2019. Analysts were aggressive in their forecasts, with many expecting run rate production of around 25,000 per year at the start. "We believe this could set off competition for intelligent trucks in the industry," an analyst for Morgan Stanley predicted at the time. "If the order books fill up quickly, any carrier that holds back placing its order could potentially have to wait several years to get its hands on a Tesla truck -- years during which its competitors could be running with up to a ~70% cost advantage."
AI 시장 분석
Einride AB is set to introduce 500 Tesla Semi trucks this year. The global freight market is valued at $2.2 trillion, where reducing diesel and labor costs is a key challenge. Tesla's electric truck platform and autonomous driving technology can provide a cost advantage of up to 70 percent compared to competitors. This large-scale adoption is expected to strengthen Tesla's position in the commercial vehicle market and act as positive momentum for its stock price.
상승 영향
- Electric Vehicles — Einride AB's introduction of 500 Tesla Semi trucks is expected to accelerate the commercialization of the commercial EV market and expand sales.
DYAX 전담 분석
Einride AB's adoption of 500 Tesla Semi trucks signifies a practical demonstration of demand in the commercial electric vehicle market and will contribute to the diversification of Tesla's non-automotive revenue. Amid the burden of diesel costs and 350,0000 U.S. drivers' labor costs, if the economic feasibility of autonomous and battery-based platforms is proven, it is likely to lead to large-scale additional orders.
Key points to watch in the future are whether additional logistics companies will sign contract orders and the speed of annual production ramp-up. In a bullish scenario, this leads to an expansion of market share in commercial vehicles, but in a bearish scenario, attention must be paid to the risk of production delays caused by supply chain disruptions.
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