[Micele]

Straffe voorspellingen van UBS over Tesla en VW Group, ook GM als derde.

Tesla gaat in 2025 bijna 3 maal zoveel winst maken dan VW, en dit voor 45% dankzij zijn software.

VW Group gaat tegen 2025 wel met 2,6 milj/j meer EVs verkopen dan Tesla met 2,3 milj/jaar.

https://www.teslarati.com/tesla-most...olkswagen-ubs/

Tesla will be most profitable player in EV space, VW second, says UBS

By Joey Klender, Posted on March 3, 2021

Tesla and Volkswagen are forecasted to be the most profitable players in the electric vehicle space for the next few years, according to UBS analysts headed by skeptic Patrick Hummel. UBS released a note to investors on Wednesday that indicated American electric car company Tesla and German automaker Volkswagen are sitting in the best position moving forward, and it comes down to software.

Profitability seems to be where Tesla really separates itself from Volkswagen in terms of UBS projections, which see the two car manufacturers holding a substantial lead by 2025. Estimates show that Tesla will sell 2.3 million electric vehicles in 2025, with Volkswagen selling just 300,000 more at 2.6 million. However, Tesla’s operating profit will be nearly three times that of Volkswagen’s as UBS also forecasts $20 billion in annual profits for the California-based electric car company headed by Elon Musk. Volkswagen could make $7 billion that year.

With its plan to go fully electric by 2035, General Motors sits in third, with 800,000 EVs sold in 2025, giving the company a projected profit of $2 billion, UBS told investors, according to MarketWatch.

According to Hummel, of Tesla’s projected $20 billion profits in 2025, 45% will come from its in-house software alone. We estimate that $9 billion of the $20 billion OP is directly related to the monetization of Tesla’s software capabilities (mainly full self-driving),” the note to investors said. Tesla’s substantial lead in the sector doesn’t come down to production or range ratings. Its software, which is vastly more robust than any other car company in existence, is where Tesla sets itself apart from everyone else. Over the Air updates are one of the company’s most distinct advantages, allowing owners to upgrade their vehicles on what seems like a weekly basis, all through an internet connection. Additionally, it can expand performance ratings, range capabilities, and self-driving software, another sector where Tesla is currently dominating.

Volkswagen has plenty of potential as well, and its ID. series of vehicles could be the German company’s way into a highly competitive EV market. “VW should be well ahead of all other legacy OEMs, thanks to scale, but with a much smaller upside from software vs. Tesla.”