\nIt will be a tight race but we won\u2019t give up on it. I have to say we didn\u2019t expect our main U.S. competitor to be so fast and well-prepared.<\/p>\n<\/blockquote>\n
Last quarter, the VW group \u2013 which includes Porsche, Audi, and others \u2013 delivered 99,064 all-electric vehicles<\/a>. During the same period, Tesla delivered over 310,000 all-electric vehicles<\/a>.<\/p>\n
Electrek\u2019s Take<\/h2>\n
This is a tough task because Tesla is a moving target. The automaker already has a bigger EV production capacity than any other automaker, and it is adding more capacity faster than anyone.<\/p>\n
By 2025, Tesla will likely have a production capacity of more than four million electric cars per year. I\u2019d be surprised if VW can jump from 400,000 to four million units in just three years.<\/p>\n
They have the advantage of having quite a few brands and a lot more EV models coming to market than Tesla, but it just hasn\u2019t been able to compete on volume.<\/p>\n
I don\u2019t think it\u2019s a coincidence that the goal of beating Tesla by 2025 also matches the timing of VW\u2019s expected release of the production version of the ID. Life<\/a>, an electric car that should launch for less than $25,000.<\/p>\n
With Tesla seemingly being willing to give up the lower-end of the market, there\u2019s an opportunity for VW to come in and deliver a lot of volume in the large market of vehicles that start under $30,000.<\/p>\n
But are they going to have high enough volumes by 2025? I have my doubts.<\/p>\n
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