【Tesla】
is reportedly facing challenges in launching its robotaxi service in Austin, Texas. Despite previous promises of fully autonomous vehicles, the company plans to utilize a limited fleet of Model Ys in a geo-fenced area with human teleoperations, similar to Waymo's existing service. Concerns remain about Tesla's ability to meet even these downgraded goals, as testing without safety drivers has not yet begun. Furthermore, Tesla's board is exploring a new CEO compensation package for Elon Musk, amidst reports of declining Chinese deliveries and issues in separating Tesla's future from Musk's promises on self-driving technology.
【BYD】
BYD's new low-cost electric sedan, the e7, is comparable in size to the Tesla Model 3 and is reaching dealerships in China. This vehicle features traditional design elements and is part of BYD's affordable e-series aimed at younger buyers and taxi services. The e7 is expected to be priced around 100,000 yuan (approximately $13,800) or lower, with official specs yet to be released.
【Others】
Rivian continues to develop its R2 validation builds, featuring the new Maximus drive unit designed for efficiency and cost reduction. This unit will be integral to the R2 EVs expected next year.
Lucid is expanding its global market reach with the launch of the Gravity electric SUV and plans to double production this year. Despite challenges such as Trump's tariffs, Lucid remains optimistic about growth in Europe and the Middle East.
Subaru is re-evaluating its EV strategy in response to US tariffs, which could cost up to $2.5 billion. The company plans to increase US production and is preparing for a dedicated BEV plant. The 2026 Trailseeker SUV will expand Subaru's electric lineup.
Toyota is re-launching its C-HR as a fully electric SUV in the US, promising nearly 300 miles of range. This model will feature Toyota's new design language and technology. The 2026 C-HR will offer multiple powertrain options, including hybrid and plug-in hybrid, and is expected to start at around $35,000.
Stark Future, a Barcelona-based company, has reached profitability in the electric motorcycle industry with its VARG MX and VARG EX models. The company plans to expand its product range to cover more motorcycle categories while maintaining its competitive edge through manufacturing efficiencies.
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