At the end of April, Musk made a large layoff of about 500 people in Tesla's supercharge department, including Rebecca, a senior director of global supercharge who has served for six years. Tinucci. But it wasn't long before he brought back some of those who had been fired.
Is the hypercharged network a chicken rib?
The so-called supercharge can be understood as "fast charging", and there are three main ways now:
One is the large voltage, is now the more mainstream 800v high voltage fast charge, Huawei, BYD, ideal, Xiaopeng and the Great Wall and other 11 car companies have also made a supercharge alliance, take the large voltage route.
The second is to change electricity, NiO is taking this way, and now also with Chery, Changan, Gillette, pull on the State Grid as a whole power change alliance.
The third is the high current, only Tesla and BYD are engaged in this, because the heat of the high current is very high, so the charging equipment is very demanding. Tesla is engaged in the charging line liquid cooling scheme, BYD is pushing the two-gun fast charging scheme.
The result is that Tesla has made a 400v charging, but this requires an exclusive charging pile, otherwise the customer experience will be greatly reduced.
Over the years, Tesla has laid 74% of the high-speed charging piles in North America, building the most extensive and operational charging network in the United States. But because the technical route is not the same, Tesla's charging network can only be used by itself, and is not compatible with other homes. Other brands of cars with Tesla charging pile can not achieve super fast charging.
Some car brands in Detroit have made it clear that they will adopt Tesla's NACS charging standard, which means that this Tesla charging standard will become the industry standard for charging in North America.
In the Chinese market, 800V high voltage fast charge has become the mainstream solution, laying charging piles in a large area.
According to statistics, as of April 2024, China's charging infrastructure has reached 9.61 million units, an increase of 57.8% year-on-year.
China, as the world's largest market for new energy vehicles, is likely to determine the future direction of global charging technology.
On May 10, Musk also posted on the social platform that Tesla will invest 500 million dollars(about 3.6 billion yuan) this year to expand the supercharge network and build thousands of new charging stations. After all, the current price of electric vehicles in the North American market is relatively high, and the charging facilities are not very complete, so the penetration rate of electric vehicles is slow.
In the Chinese market, the charging pile will be upgraded to 800v, and supercharging as one of the best technical paths to alleviate mileage anxiety has broad prospects, and various car companies are gearing up.
Even Mercedes Benz and BMW plan to reach at least 1,000 supercharging stations by the end of 2026, and about 7,000 landing supercharging piles.
Volvo, Lotus, Polar Star, Jaguar Land Rover and Lightning Speed Technology have also initiated the establishment of the "China Charging Alliance Flash Charging Committee" to jointly build a high-power ultra-fast charging network.
Bloomberg New Energy Finance predicts that by 2030, Tesla's annual revenue from charging services could reach 7.4 billion dollars.
