[GAM] In the EV market, Tesla resembles Apple and Volkswagen resembles Samsung.

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[뉴욕=뉴스핌] Correspondent Kim Min-jung = In the electric car market, Tesla Inc. (New York Exchange: TSLA) is predicted to be the same as Apple in the smartphone market. On the other hand, it is analyzed that Tesla’s strong competitor, German Volkswagen (XW:VOW), resembles Apple and Samsung Electronics, which led the global smartphone market.

On the 15th, Volkswagen CEO Herbert Dice said, “I will tell you something clear. E-mobility (e-mobility, eco-friendly electric powered means of transportation) has won.” “The only solution to quickly reduce emissions,” he stressed.

At the time, Dice’s CEO announced plans for Volkswagen to surpass Tesla and become the world’s number one electric vehicle company. At the same time, Volkswagen focused on investing in lithium-ion batteries, not the electric vehicle itself, its design, or its customers.

Tesla logo [사진= 로이터 뉴스핌]

According to Bloomberg News, Volkswagen chose this strategy because batteries account for more than 30% of the cost of producing electric vehicles. The telecom pointed out that with all automakers trying to switch to electric vehicles, it is becoming more important not to get batteries at the lowest possible price, but to have enough supplies to meet these ambitions.

Volkswagen has announced that it will open six new battery factories in Europe by 2030. Bloomberg predicts that the construction of such a battery plant will cost about $29 billion. Volkswagen will also invest in integrating battery designs and recycling existing metals.

In the report, analyst Robert W. Baird’s Ben Callo predicts that “Tesla will maintain leadership in the overall electric vehicle market.”

Benkat Wiswanadan, an electric vehicle expert and associate professor at Carnegie Mellon University, pointed out that Tesla’s batteries and electric vehicles are four to five years ahead of the competition, highlighting that they offer the longest mileage at the same battery capacity.

Baird’s Callo analyst said, “We see Volkswagen as a leader in the’non-Tesla’ segment of the electric vehicle market.” It will be similarly injured.”

Apple built the Apple ecosystem by integrating hardware innovations that tie the processor and camera sensor to software such as the operating system iOS and the Apple Store.

Volkswagen’s EV Golf GTE [사진= 로이터 뉴스핌]

Bloomberg pointed out that Tesla has been doing very similar work in the field of electric vehicles. Tesla developed its own battery, electric motor and driver assistance system, and created a supercharging network that other cars could not use.

The diagnosis that Tesla resembles Apple has already been raised since last year. Morgan Stanley said in a report at the end of last year that “Tesla is in the midst of a tremendous model transition to software and service sales that circulate cars with high profits from sales.”

“It’s becoming clear that Tesla, like many other tech companies, is using more hardware in its services for new revenue opportunities,” said Morgan Stanley analyst Adam Joners. “These services are highly influential, profitable, and recurring regularly.” . These services ultimately improve the user experience and increase loyalty to the platform.

Telecom said that Google’s Android operating system (OS) and Samsung Electronics also occupy a significant share of the global smartphone market, but Apple has become the most valuable company in the world.

“Volkswagen is not Apple, but it could be Samsung in the electric car market,” said Patrick Hummel, an analyst at UBS AG on the 3rd, which was ahead.

“Volkswagen has a good position to make a value proposition as a globally trusted brand that produces high-quality hardware on a large scale like Samsung,” said Hummel. It provides considerable upside potential at the current level,” he analyzed.

Just as Samsung has an edge over Apple in terms of display, Volkswagen is making large investments in next-generation lithium-ion batteries.

In 2012, Volkswagen invested in Silicon Valley startup Quantum Landscape. Quantumscape is a manufacturer of solid state batteries that extend the mileage by up to 50% and shorten the charging time to 15 minutes. Quantum Skate’s batteries will not be installed in electric vehicles until 2025.

Volkswagen’s plan has been well received by investors. The previous day, Volkswagen’s stock price rose 3.6% and surged 29% this morning.

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