Tesla Semi Faces Global Rivals as EV Trucks Charge Ahead at IAA 2024
1min read At the 2024 IAA in Hannover, the Tesla Semi, once the frontrunner in the electric heavy-duty truck sector, is now facing fierce competition from Chinese and European brands, signaling a shift toward electrification in global trucking.
The IAA, commencing on September 17, showcased not only the Tesla Semi but also three models from Chinese startup Suopao and the electric trucks from SANY. Among European brands, Daimler Trucks stood out with its Mercedes-Benz eActros 600, poised to replace diesel trucks. Daimler plans to begin mass production at the Mercedes-Benz Wörth plant by late November, with the first customer vehicles ready by the end of 2024.
Daimler has received over 2,000 orders for the eActros 600 since its launch last year. With a range of 500 kilometers per charge, this model aims to enhance profitability by providing a viable alternative to diesel. Daimler's commitment includes collaborating with governments and industries to expand public charging infrastructure.
In previous tests, the eActros 600 demonstrated impressive energy efficiency, using an average of 103 kWh per 100 kilometers, equivalent to 10 liters of diesel fuel — a feat challenging traditional diesel trucks.
Similarly, China's Suopao is gearing up for mass production of the eTopas 600 by the end of 2025, in collaboration with European automaker Steyr. At the IAA, Suopao unveiled its "Empower" strategy, highlighting partnerships with global manufacturers and EV companies to drive change in the electric trucking industry.
The electric transformation is not limited to international markets. In August, China saw a 38.4% year-on-year increase in new energy commercial vehicle sales. This trend is supported by enhanced policies, improved charging infrastructure, and better battery performance, setting the stage for explosive growth in the sector. Predictions indicate domestic new energy commercial vehicle sales could reach 1.5 million units by 2030, with a penetration rate exceeding 30%.