Geely Group Has Launched 48 New Fashions Since Tesla Revealed the Cybertruck

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One of many issues folks have been warning about for years, lengthy earlier than Elon Musk introduced a blowtorch to the Tesla model, is the truth that Tesla has fairly a restricted, easy product line. Whereas Chinese language EV producers are rolling out new fashions roughly twice a day (or, properly, that’s simply what it looks like generally), and even European legacy automakers and a few American automakers maintain introducing new fashions and presently have fairly broad lineups with quite a lot of buyer alternative, Tesla has: two mass-market fashions, a … distinctive … truck/SUV that has created its personal automobile class, and two premium fashions launched greater than a decade in the past that maintain seeing their gross sales decline.

Final week, we famous that BYD opened up pre-sale of 4 new fashions in the middle of two weeks. That’s spectacular, particularly with regard to Tesla’s gradual rollout of recent fashions. Nevertheless, I used to be under no circumstances ready for the surprising stat one other reader despatched in.

“We all know that western auto corporations are getting overwhelmed by the proliferation of progressive new EV fashions popping out of Chinese language auto corporations. Out of curiosity, I pulled an inventory of the brand new fashions the Geely Group has launched to market since Tesla first revealed Cybertruck. As you will notice, through the time Tesla launched ONE new mannequin, Geely launched FORTY-EIGHT new fashions by my rely (I believe I missed a pair). Western automakers can not presumably compete given how insanely gradual they’re at launching new fashions,” Robert Lukefahr wrote.

HOLY COWABUNGA! Critically — 48 new fashions. Not less than.

Robert introduced receipts, too. Right here’s the checklist of the 48 fashions which have been launched since Tesla revealed the Cybertruck (data coming from model pages and Wikipedia):

1. Geely Xingyue S / Tugella (export-only since 2023), compact coupe SUV
2. Geely Xingyue L / Monjaro (2021–current), mid-size SUV
3. Geely Haoyue/Okavango (2020–current), mid-size SUV
4. Geely Boyue/Cityray (2023–current), compact SUV
5. Geely Boyue L / Starray / Atlas (2023–current), compact SUV
6. Geely Binyue/Coolray (2018–current), subcompact SUV
7. Geely Icon/Cowboy (2020–current), subcompact SUV
8. Geely Haoyue Professional (2024–current), compact SUV
9. Ji Yue 01 (2023–current), mid-size SUV, BEV
10. Ji Yue 07 (2024–current), mid-size sedan, BEV
11. London EV Firm LEVC VN5 (2020-present) electrical Van
12. Lotus Evija: (2023-present) restricted manufacturing electrical sports activities automotive
13. Lotus Emira: (2022-present). remaining automobile powered by ICE
14. Lotus Eletre: (2024-present) electrical SUV
15. Lynk & Co 05 (2019–current), compact coupe SUV
16. Lynk & Co 06 (2020–current), subcompact SUV, ICE/PHEV
17. Lynk & Co 07 (2024–current), mid-size sedan, PHEV
18. Lynk & Co 08 (2023–current), mid-size SUV, PHEV
19. Lynk & Co 09 (2021–current), mid-size SUV, ICE/PHEV
20. Lynk & Co 900 (upcoming), full-size SUV, PHEV
21. Lynk & Co Z10 (2024–current), full-size sedan, BEV/PHEV
22. Lynk & Co Z20 (2024–current), compact SUV, BEV
23. Livan 7 (2022–current), coupe compact SUV, BEV
24. Livan 9 (2022–current), mid-size SUV, rebadged BEV variant of Geely Haoyue
25. Livan 8 (2024–current), compact MPV, rebadged BEV variant of Geely Jiaji L
26. Maple 60S (2021–current), compact sedan, rebadged Geely Emgrand EV Professional
27. Maple 80V (2020–current), compact MPV, rebadged BEV variant of Geely Jiaji
28. Polestar 2 (2020-present) Compact Automotive
29. Polestar 3 (2024-present) SUV
30. Polestar 4 (2024-present) Compact Couple SUV
31. Proton X50 (2020–current; B-segment SUV)
32. Proton X90 (2023–current; D-segment SUV)
33. Proton S70 (2023–current; C-segment sedan)
34. Proton e.MAS 7 (2024–current; C-segment electrical SUV)
35. Radar/Riddara RD6 (2022–current) Electrical Truck
36. Sensible #1 (2022–current)
37. Sensible #3 (2023–current)
38. Sensible #5 (2024–current)
39. Volvo EX30 2023–current (M/Y 2024–current)
40. Volvo C40 2021–current (M/Y 2022–current)
41. Volvo EX90 2022–current (M/Y 2024–current)
42. Volvo EM90 2024–current (M/Y 2024–current) [114]
43. Zeekr 001 (2021–current), full-size taking pictures brake, BEV
44. Zeekr 007 (2023–current), mid-size sedan, BEV
45. Zeekr 009 (2023–current), full-size MPV, BEV
46. Zeekr X (2023–current), subcompact SUV, BEV
47. Zeekr 7X (2024–current), mid-size SUV, BEV
48. Zeekr Combine (2024–current), compact MPV, BEV

Oh, by the best way, that excludes Farizon and smaller fashions….

Truthfully, on this mild, it’s shameful to consider how gradual Tesla has been to introduce new fashions. You can too create an insane checklist for BYD, I’m positive, and even be impressed by the brand new fashions launched by smaller EV corporations XPENG and NIO.

Elon Musk as soon as responded to a CleanTechnica article that the “tempo of innovation” was all that mattered. It’s laborious not to take a look at Tesla at this time and conclude that its tempo of innovation is way behind that of opponents in China, and even maybe (most likely?) legacy automakers from Europe and the US! This was not the Tesla story a decade in the past, however it’s at this time.

“Why are Chinese language corporations in a position to launch fashions so shortly? These are internationally aggressive autos and lots of are offered in extremely stringent regulatory markets like Australia and the EU. In 2022 Geely offered 2.3 million autos. In 2024 it offered 3.3 million and it has a goal of three.65 million this yr. However the backward trying knowledge doesn’t inform the story, it’s the ahead trying knowledge that does! Geely has properly over 50 NEV fashions in each section and throughout each geography and model that would be the basis for future progress. In the meantime, even the largest and most prolific Western corporations, like GM, have fewer than 10 new fashions, and laggards like Tesla or Ford have 1 or 2 new fashions (and a few refreshes),” Robert provides.

Certainly. Properly stated.

“What is going to it take to get Western auto to have the ability to compete on velocity to market and innovation? Except they repair this they’re useless, and proper now they aren’t even speaking in regards to the strategic want to chop product improvement time by 80% or extra, however that’s what must be executed!”

Precisely. I don’t know what extra I’ve so as to add. It’s a surprising divergence in innovation and product improvement, and we’re being left within the mud, even (or particularly) nimble, younger, tech-centric market disruptor Tesla. Tesla now comes throughout as one of many complacent outdated legacy automakers dwelling on their laurels and obstacles to entry that the startup initially got here in to disrupt. There’s the concept that, “Oh, the Mannequin Y and Mannequin 3 are so well-liked, there’s no have to do extra proper now — they’ll proceed to dominate for years.” You get the sensation from Elon Musk that he simply looks like they gained and the sport is over now. (In fact, there’s additionally the aspect matter of his obsession with vision-only self-driving, which is nearly a decade not on time and never precisely proof at this level that Tesla’s innovation gene is alive and kicking.)

Whether or not Tesla is innovating in different methods or not, it’s grow to be extraordinarily gradual creating and rolling out new fashions. It may have a van or two, a traditional pickup truck, a compact automotive, a brand new sports activities automotive, a big SUV with out wings, a station wagon, or different fashions available on the market by now as properly. It’s been sitting on money — quite a lot of it — as a substitute of doing what Geely, BYD, and others have been doing to win increasingly more market share, the auto business of the longer term. When taking that into consideration, it’s laborious to be optimistic about Tesla’s future. And that’s even earlier than moving into the political mess Elon Musk has created for Tesla!