Submitted by bradslee on June 9, 2013
It seems that TM has delayed to open its Santana Row like show room in Beijing, China until later 2013, instead of the originally planned opening of this Spring. China's Global Time has recently reported that TM will show Model S at September Chendu Auto Show in China followed by the opening of TM's first China show room. Lately Tesla has become a quite popular name in China, not only in Chinese auto industry circle but also among common Chinese consumers. The news about Tesla has also widely read among Chinese media. However, for most Chinese, Tesla MS represents only a remote story of the Silicon Valley innovative technology in the form of an amazing fancy car. Sadly, most Chinese auto experts do not even believe that TM has much future in the China market taking into the consideration of Chinese consumers' view on EV and EV charging infrastructure, among other factors. Chairman of BYD, the largest Chinese own EV auto maker, at recent shareholder meeting once said "if the Chinese consumers and their families are ready, BYD can make "several" Tesla Motors in minutes." I think what he really meant was that though China is the largest auto market in the world, China is not ready for EV and EV auto makers would face huge challenges in the China market.
Thus, my question is that, besides the TM presence in China for the marketing purpose, how realistic is it to TM that TM can sell MS or Model X in China that can be as significant as that TM sells them in Europe in the next two years?