Morgan Stanley Makes Report On Cybertruck. If you watch the video of Cybertruck these days, it makes you think that the era of electric vehicles has come You can also see that technology can now overwhelmingly surpass internal combustion engines. The world is changing so fast… I can feel it. Morgan Stanley Reports After Cybertruck Launch
- Do you support Cybertruck?
- Innovative avant-garde ‘art truck’, but you have to look at it realistically…
It forecasts 50 units in 2023, 30,000 units in 2024, and 78,000 units in 2025. Our average transaction price is expected to start at $90,000 initially and drop to $84,000 by 2025. We expect ‘cyber trucks’ to be complemented by ‘Libyan-like’ pickup trucks and SUVs with a more consistent design language with existing Tesla in the second half of the decade.
- By 2025, we predict that Cybertruck will account for less than 5% of Tesla’s revenue and the profit will be close to 0%. Part of Tesla’s brand appeal and engineering philosophy is the push for a variety of “moonshot” projects, intended for collective engineering teams to challenge bold and difficult projects to improve more mainstream products in the long run.
- Will Tesla Follow Ferrari’s Limited Production Series Strategy? According to Elon Musk’s admission, Cybertrucks are very difficult to manufacture on a scale and will not be profitable for a while. Although the Cybertruck is expected to be built in significant quantities (yes, you’ll see this truck in tail wagging and football practices), we believe the company may deliberately decide to limit series production to maintain scarcity and focus its resources on more profitable products. There are historical precedents for limited production models (Aston Martin produced 645 Lagonda units) and more recent precedents (Ferrari Daytona SP3 is limited to 599 units). Collectors are selling Tesla Killar or Boring Company’s Not a Flamethrower on eBay for thousands of dollars.”