Part 8/13:
Meanwhile, the Chinese market remains a crucial battleground for autonomous mobility. While China’s regulatory environment might pose challenges, Tesla’s potential early entry and possible hardware licensing could give it a competitive edge. Conversely, China might develop its local solutions, which could challenge Tesla’s dominance.
In Europe, Tesla's sales dipped in early 2024, likely due to new model refreshes, such as the upcoming Juniper variant of the Model Y. Analysts like Gary Black suggest that macro factors—like supply chain disruptions—are more significant factors than political rhetoric. Overall, Tesla's order trends and inventory data in the U.S. remain strong, with expectations of delivering around 360,000 vehicles in the current quarter.