EV Daily | Tesla US Sales Drop Despite Cybertruck; Honda Takes on Supercharger; Lucid's 450-Mile SUV

【Tesla】

Tesla's US sales are projected to decline by 5% in 2024, despite production of the Cybertruck and offering record discounts. Regional delivery analysis shows a 10% decrease in Europe, 8% increase in China, but a 5% decrease in the US. The Cybertruck contributed over 30,000 deliveries, yet overall US deliveries declined by more than 34,000 units. Tesla's Actually Smart Summon driverless system is under investigation by NHTSA for alleged crashes.

【BYD】

China’s BYD holds a market share of around 17% in the EV battery sector, following CATL's lead.

【Others】

Honda aims to rival Tesla's Supercharger Network by the end of the decade with its new EVs featuring J3400/NACS connectors. CATL faces US blacklist designation but continues to expand globally with new product launches. Mazda plans to launch its first dedicated EV in Japan, featuring Panasonic Energy's battery cells. Honda's new 0 Series of EVs, debuting in 2026, emphasizes AI technology for enhanced user experience. Jeep's Recon EV, inspired by the Wrangler, is expected to deliver over 300 miles of range. The vehicle was spotted outside GM's Detroit headquarters, suggesting competitive analysis. Lucid's new Gravity SUV, powered by Panasonic’s high-performance batteries, will offer up to 450 miles of range. Hyundai begins selling vehicles directly on Amazon, including EVs like the IONIQ 5. Aptera unveils the production-intent version of its solar EV, aiming for deliveries by year-end. Heybike introduces the ALPHA, a mid-drive e-bike, at CES, showcasing significant upgrades. ZEEKR teases upcoming models at CES 2025, featuring NVIDIA DRIVE Thor for autonomous capabilities.