福特汽車的F-150 皮卡(EV)相關報導
本帖最後由 sec2100 於 2022-2-26 19:10 編輯https://www.motorbiscuit.com/for ... nge-choice-cheaper/ 本帖最後由 sec2100 於 2022-2-26 19:11 編輯
https://www.forbes.com/sites/ala ... ad/?sh=7f289a28450d
The first deliveries of the F-150 Lightning, an electric version of Ford’s top-selling F-Series trucks, don’t start until Spring 2022. Yet the Dearborn, Michigan-based automaker quickly chalked up 200,000 reservations (requiring $100 deposits) and stopped accepting new ones for now. Though it may deliver no more than a quarter of those reservations next year, high initial customer enthusiasm suggests Elon Musk’s Tesla will finally start to see legitimate EV competition.
“This will be a watershed model release as Ford capitalizes on its entrenched position with customers on the EV front,” says Dan Ives, an equity analyst for Wedbush Securities. Along with the work-oriented Lightning, Rivian’s sporty R1T electric truck targeting outdoor enthusiasts will further expand the EV space (it was named MotorTrend’s “truck of the year in December). “Ford and Rivian coming out of the gates are the clear leaders in this EV pickup truck arms race which is a $1 trillion market over the next decade based on our estimates.”
Rivian, backed by Ford and Amazon, has a starting price for its R1T of $67,500, ranging to more than $100,000 for a bigger battery pack and high-end features including an inductive electric stove. The company started building the pickup and R1S SUV at its Normal, Illinois, plant late this year and will expand production of those models and its EDV electric delivery van for Amazon throughout 2022. It’s also adding a $5 billion plant in Georgia that will give Rivian capacity to build an additional 400,000 vehicles annually when it opens in 2024–on top of the 200,000 units it wants to produce per year in Normal. Farley has also recently updated Ford’s target for the Lightning, now aiming to build 150,000 units of the truck annually. “The demand keeps growing, so we're doubling it again and now plan to produce 150,000 annually,” he tweeted on Jan. 4. “America wants an all-electric @Ford F-150 and we plan to deliver.” A combination of the fast-selling Mach-E and Lightning in 2022 and beyond would significantly strengthen Ford’s EV market position, even as it tries to match Tesla’s volume. And it’s not alone in seeking to do so. “So far, Tesla owns the EV market and has successfully warded off competitors. None has made a dent in Tesla's dominance,” says Michelle Krebs, executive analyst for Autotrader. “The Ford Lightning goes into production next year but its production is limited. Ford capped reservations at 200,000–and that is three years of backlog. … Production is the wild card.” With projects in Tennessee and Kentucky, combined with existing SK Innovation supplies made at a plant in Georgia, Ford now will be able to obtain the 140 gigawatts of battery capacity it has talked about having in five years, Farley said. "So, it’s happening at Ford. Our vehicles are sold out. And three to four years from now, with all this capacity, we'll have more than a million units of batteries on our hands.... This puts us on the map as a leader." Hyundai will soon roll out the stylish Ioniq 5 hatchback to take on Tesla’s Model Y, Nissan is coming out with the electric Araya SUV and Volkswagen is expanding sales of its ID.4 crossover. Even Toyota, slow to join the battery-electric vehicle race, will release the bZ4X SUV by mid-2022 and says it will have 30 electric models on the road by 2030. Lexus, Toyota’s luxury brand, will also go fully electric by the end of the decade, President Akio Toyoda said in Tokyo on Dec. 14.
Currently, EVs account for about 3% of global auto sales and may reach the 5%-level by the end of 2022, according to Ives. Based on current trends, that share of sales could double to 10% by 2025.
“We believe 2022 will be an inflection point year for the EV industry as the stage is set for massive consumer demand in the year ahead,” Ives said in a research note. “With auto stalwarts such as GM, Ford and VW now laser-focused on the EV revolution, we will see an unprecedented conversion to EVs as more consumers are attracted to the innovative designs, improved battery technology, lower price points and environmental backdrop of buying an EV.”
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