Ford will launch an all-electric cross-over SUV called the Mach E with pricing starting at around $40,000 in late 2020.
The Mustang Mach-E will be built on a dedicated EV platform, we can only speculate on the battery pack and its powertrain specifications. We’re told that the Mustang Mach-E will be able to travel at least 300 miles on a single charge, which indicates a 100-kWh battery that’s similar to the pack that powers the Tesla Model S 100D. We also believe the electrified Ford SUV will feature an electric motor up front and one in the rear that together provide all-wheel drive.
Tesla Model Y production is expected to begin in late 2020 for North America, and in early 2021 for Europe and China. Standard Range production is expected to begin in early 2021 for North America, and in early 2022 for Europe and China. Model Y has 300 mile Range and all-wheel drive.
The Ford Mustang Mach-E will be an attempt to go head-to-head against Tesla with a car that targets the same price and features.
Credit Suisse analyst Dan Levy is a Tesla bear. He has a price target of $200 for Tesla. Tesla is currently trading around $351. Credit Suisse noted that Tesla has nearly an 80% share of the U.S. market for electric vehicles but Levy believes the Model 3 and Model Y will face a serious challenge from Ford in 2020 with the Mach-E.
Matching Tesla on vehicle range and performance will be difficult. Tesla also has a lead with self-driving.
Analysts expect Tesla will have margins in the mid-30s with China car production.
About 25% of Tesla’s available shares are held by short-sellers. Shorts bet a stock will go down so they can make money from the decline in the price.
Tesla in 2020 will have mass production ramped at the China Shanghai factory.
Tesla will launch the Model Y. Tesla will launch its cybertruck.
Tesla will have continuously improving self-driving.
Tesla in 2021 will have production from a new factory in Berlin.
Tesla will be introducing improved battery technology from its Maxwell Technology acquisition.
SOURCES- Ford, Car and Driver, Tesla, CNBC
Written By Brian Wang, Nextbigfuture.com