For India’s EV manufacturers, that question is :
To beat AND how to beat ? { TESLA, that is ! }
Context :
Transport minister Nitin Gadkari confirms Tesla’s
entry in India by early 2021 / Live Mint – 28 Dec
Extract :
Nitin Gadkari, the Union Minister for Road Transport and Highways and
the Minister of Micro, Small and Medium Enterprises confirmed that electric vehicles manufacturer Tesla will make an
entry in India by early 2021.
According
to a report by Indian Express, the transport minister claimed that Tesla will
start operations in the country early next year. The confirmation comes days
after a report suggested that Tesla will start bookings for the Model 3 in India from
January and start deliveries by June next year.
Confirming
an earlier report, Gadkari claimed that Tesla will start its operations with
sales and then look into manufacturing and assembly depending on the demand for the cars.
He also went
on to state that, “India is going to become a number 1 manufacturing hub for
auto in five years."
In October,
Tesla CEO Elon Musk had confirmed that they will be introducing the brand in
India by next year.
Elon Musk,
in response to a tweet promised to introduce the brand in India by 2021. The
new report confirms the same. The company had plans to bring the brand to India
in 2016. Tesla even began bookings for its Model 3. However, the company decided not to launch it due to lack
of proper infrastructure.
Tesla will
be importing the cars as completely built units (CBU) and won't be selling them via dealerships. Instead, the
company will focus on online sales.
The electric
vehicle company is expected to debut in India with their most affordable
offering Model 3. The car is
expected to start at a price of ₹ 55 lakh.
===================================================
( Source : Average
Price Tag Of Cars Sold In India Is Around ₹ 7.7 Lakh ) / All Indian Petrol – Diesel Cars
|
Srl No |
Brand |
2018 ave ex showroom price in Rs Lakhs |
2018 Vol ( Nos ) |
% of total |
Section % |
|
Sec A |
|
|
|
|
12.3 |
|
1 |
Mitsubishi |
29.5 |
296 |
- |
|
|
2 |
Jeep |
18.7 |
18,319 |
0.05 |
|
|
3 |
Skoda |
18.1 |
16,692 |
0.05 |
|
|
4 |
Toyota |
17.7 |
1,51,480 |
4.50 |
|
|
5 |
Mahindra |
10.5 |
2,27,518 |
6.80 |
|
|
Sec B |
|
|
|
|
25.6 |
|
6 |
Ford |
10.0 |
97,804 |
2.9 |
|
|
7 |
Volkswagen |
9.0 |
37,010 |
1.1 |
|
|
8 |
Honda |
8.8 |
1,74,859 |
5.2 |
|
|
9 |
Hyundai |
8.2 |
5,50,002 |
16.4 |
|
|
10 |
Fiat |
7.9 |
743 |
- |
|
|
Sec C |
|
|
|
|
61.8 |
|
11 |
Nissan |
7.7 ( Also Ave of entire
Mkt ) |
7,211 |
0.2 |
|
|
12 |
Tata |
6.6 |
2,14,489 |
6.4 |
|
|
13 |
Maruti |
6.2 |
17,31,450 |
51.8 |
|
|
14 |
Renault |
5.4 |
82,368 |
2.4 |
|
|
15 |
Datsun |
3.4 |
34,375 |
1.0 |
|
|
|
|
GRAND TOTAL |
3,344,616 |
|
|
===================================================
( source : EV-aluating
going electric? Consider this before you buy in / ET – 30 Nov )– All Indian Electric Cars
|
|
Brand >
|
Mahindra
e20 Plus
|
Mahindra
E Verito
|
Tata
Tigor EV
|
Tata
Nexon EV
|
Hyundai
Kona EV
|
MG
ZS EV
|
Merc
EQC
|
Battery Capacity
( Kwh )
|
|
11 Kwh
|
21.2 Kwh
|
21.5 Kwh
|
30.2 Kwh
|
39.2 Kwh
|
44.5 Kwh
|
80 Kwh
|
Range ( Km )
|
|
110 Km
|
181 Km
|
213 Km
|
312 Km
|
452 Km
|
340 Km
|
445-471 km
|
Price
Rs Lakh
|
|
Not Avl
|
9 – 9.5
|
From 9.6
Ex Show
|
From 14
Ex Show
|
From 23.7
Ex Show
|
From 20.9
Ex show
|
From 99.3
Ex show
|
|
|
|
|
|
|
|
|
|
|
Notes from this news report :
Ø Considering
a cost of electricity at Rs 10 / kwh, it costs
just a little more than Rs 300 to fully charge the Nexon’s 30.2 Kwh battery.
Assuming a 200 km real world range ( as against the rated 312 km range ), we
get a per kilometer cost of a measly Rs 1.5 / km, very conservatively
Ø You
can charge an EV using a standard wall socket, but it’ll be like filling a
bucket one drop at a time
Ø Globally, 70%
of EVs are charged at homes and offices using AC slow charging, and India can
expect to do likewise
===================================================
( source : How
Tata made Nexon EV a success story /
Business Line – 29 Dec )
Extract :
Ø The impressive part of the story is that of the
total sales of 2,959 units, the Nexon EV accounted for 2,086 units (2,200 units since
the launch) — about 70 per cent of
the total industry sales and 4-4.5
times growth for Tata’s EV sales (it started selling Tigor EV before Nexon).
Thus, the entire growth of electric car industry has been driven by Nexon EV
Ø A consumer survey during the conceptual stage
revealed that the company should overcome three major barriers to make its EVs
attractive. First,
electric cars are priced 2-2.5 times higher; and the message was that its EVs should not be priced more than 20-25 per cent
as compared to conventional cars. Second, the clear answer
for range concerns was that buyers will
not show interest if the range was less than 200 km
Ø “We took these boundary conditions and designed
the Nexon EV to bust all the key myths, and it was done within just 14-16
months. We brought a vehicle that was tailor-made to the needs of the
customers,” says Chandra.
Ø The Nexon EV is just ₹1-1.5 lakh more expensive than the Nexon diesel
AMT. In fact, in Delhi, the Nexon EV is cheaper
than the diesel AMT variant due to the incentives offered by the governments.
Ø Today, if anyone is planning to by a car in ₹10-15 lakh range in big cities, he/she will definitely consider Nexon EV,”
points out Chandra
===================================================
How does Tesla
Model 3 compare against India made Electric cars ?
Ø In
USA, Model 3 sells for $ 30,000 ( approx., Rs 21 lakhs )
Ø If
fully imported into India, it will cost the buyer Rs 55-60 lakhs ( with all
duties / taxes )
Ø At
such a high price, there can be no more than a few hundred buyers at the most. For
a few hundred or even a few thousands, Elon Musk is unlikely to set up in India,
a full-fledged manufacturing plant
Ø But,
by 2024, he expects Li battery prices to drop to $ 50 / Kwh as against current $
120-130 / Kwh
Ø By
that time, he may also come up with a model with a 15 Kwh battery
Ø Mass
produced, such a model might end up with a sale price of Rs 10 lakh
Ø That
would compete with, Mahindra e-Verito ( 21 Kwh battery ) selling for Rs 9- 10
lakhs
How can Indian
EV manufacturers prepare for such an eventuality ?
Ø Mahindra
is about to launch its EV Quadricycle ATOM ( 15 Kwh battery ) priced at Rs 3 –
5 lakh
Ø Some
Indian EV maker may replicate the Chinese Wuling Mini ( 9.5 Kwh Battery ) and
selling for Rs 3.5 L in China ( see table at : Mahesh
Babu is on right track / 18 Dec 2020 ). Today, in China there are a number
of small EV cars selling for Rs 4-5 lakh
Ø Some
Indian Startup may get technology from ISRO for its Solar Roof Top Panels for
EVs and its green / small Li-ion Battery, to come up with a car that does NOT
need charging from a roadside battery charging station ! And selling for Rs 6
-7 lakhs ( compared with just announced solar charging APTERA
– USA - due for delivery after 8-10
months and selling for Rs 18.5 Lakh ).
Dear Shri Gadkariji,
I strongly believe this last
option ( Solar Roof Power charged EV ) is the most desirable / viable option for
our country where there are less than 2000 Battery Charging Stations. Not only
will it remove the Range Anxiety from the minds of the buyers but offer a car
that is cheaper than an equivalent Petrol – Diesel car and whose running cost
could be Rs 1.5 / km as compared with Rs 7 / km for a petrol car.
When such car arrives, there will be no need
to subsidize / incentivize, either the buyers or the car manufacturers !
Only such a
Solar Powered car ( with a 10 Kwh Li battery ) can realize India’s dream of 30
% EV population by 2030.
With regards,
Hemen Parekh / hcp@RecruitGuru.com / 30
Dec 2020
===================================================
Related Readings :
Solar Panels charging Li-ion Batteries of Electric Cars ?..............[
04 May 2017 ]
A Breakthrough : in Technology and in Mind-set…………………………..[
05 June 2017 ]
3000 Km without a Charging Station ?......................................[
09 Oct 2017 ]
#Solarcar #Electriccar ………………………………………………………………………[
07 Nov 2017 ]
#ISRO #MSME #ElectricVehicle ………………………………………………………[
13 Nov 2017 ]
ISRO : the EV Game-Changer ………………………………………………………….[
22 Nov 2017 ]
Let Us go Dutch !
……………………………………………………………………………….[ 21 Jan 2018 ]
Holy Grail for Electric Vehicles …………………………………………………………..[
17 Feb 2018 ]
#E-Vehicle #ISRO #FAME #Pollution………………………………………………….[
28 Mar 2018 ]
At Long Last ?..........................................................................[
22 July 2018 ]
Ray , a drop of golden Sun ………………………………………………………………….[
18 Feb 2019 ]
E – Car Extrapolation : a Wishful Thinking ?..................................[
20 Mar 2019 ]