EV Daily | Tesla Faces Semi Price Surge, Cybertruck Sales Slump Amid New Model Y Launch
Saturday, Apr 5, 2025 8:00 am ET
2min read 【Tesla】
The tesla Semi program is experiencing further delays and a significant price increase, according to a Tesla Semi customer. Ryder, an early customer-partner, requested a delay and indicated a price increase. The project will reduce the number of Tesla Semi trucks from 42 to 18, maintaining a $7.5 million private match commitment. Tesla has built a new high-volume production factory for the Semi program in Nevada. Tesla initially quoted the Semi at $180,000, but the new price is speculated to be $415,000. Tesla Semi's potential as a revolutionary product is in question due to these changes.Tesla is also launching a non-Launch Edition Model Y in the US and Canada. This new version starts at $49,000, down from $60,000 for the Launch Edition bundled with options like the Full Self-Driving package. Tesla anticipates delivery within weeks without tariffs in Canada. A new Diamond Black color option is available for the Model Y and Model 3.Tesla Cybertruck sales are reportedly disastrous, with deliveries down 24% year-over-year. Tesla bundles Cybertruck sales with other models, masking poor performance. The Cybertruck's price increase and shorter range compared to initial announcements are significant issues. There is speculation Tesla might pivot the Cybertruck's design to a rugged SUV.Tesla's head of software David Lau is reportedly exiting the company after 12 years. Lau contributed significantly to Tesla's software advancements, including over-the-air updates and integrating software into Tesla's retail and service experiences. Lau's departure is part of a trend of Tesla losing top talent. His responsibilities might be folded under AI-focused senior software executives at Tesla.
【BYD】
Kia's EV5 is outselling BYD models in Australia. The EV5 ranks as one of the top-selling EVs in Australia through March 2025. Despite BYD's new Sealion 7 launch, Kia's EV5 is still performing well in sales. BYD also launched a new Dolphin model as an affordable EV option. BYD's overseas sales doubled to start 2025, indicating continued global expansion.
【Others】
Kia's EV3 is the best-selling retail EV in the UK through March, contributing to Kia's strongest sales start in over 30 years. Kia sold nearly 20,000 vehicles in the UK in March, with EVs accounting for 21% of sales. Kia is launching several new EVs in the UK, including the EV4 sedan and hatchback, and EV5 SUV. Globally, Kia sold a record 772,351 vehicles in Q1, its best since 1962, and is expanding its electric van market with the PV5 later this year.EcoFlow is offering savings up to 65% during its Members' Festival, with discounts on portable power stations and solar panels. EcoFlow has expanded its sustainable energy solutions and supports global disaster response efforts. The "Power for All" initiative provides power to disaster-affected communities. EcoFlow's Member Festival offers significant discounts and rewards for members, including exclusive deals on power stations like the DELTA Pro 3.Porsche will debut the Cayenne EV later this year as a 2026 model. The SUV retains Porsche's signature design, with upgrades for its EV version. The Cayenne EV Coupe was spotted in the US, featuring a new design. Based on the PPE platform, the Cayenne EV promises significant improvements over previous models. Porsche is also developing a larger luxury electric SUV slated for 2027.Hyundai will not raise US vehicle prices amid new tariffs and launched its Customer Assurance program. Hyundai's new IONIQ 9 SUV is expected to launch soon, featuring a lounge-like interior and substantial cargo space. Hyundai celebrated the grand opening of its Metaplant America EV manufacturing plant, aiming to build 500,000 vehicles annually. The IONIQ 9 offers up to 335 miles of range with a NACS charging port.March 2025 saw fossil fuels hit record lows in the US electricity mix while solar and wind reached all-time highs. Clean energy generated over 50% of US electricity for the first time. Solar increased by 37%, and wind by 12%, contributing to clean energy's dominance. The share of wind and solar has quadrupled since 2015 as fossil fuels decline. Solar power is expected to account for more than half of new generating capacity in 2025.
The tesla Semi program is experiencing further delays and a significant price increase, according to a Tesla Semi customer. Ryder, an early customer-partner, requested a delay and indicated a price increase. The project will reduce the number of Tesla Semi trucks from 42 to 18, maintaining a $7.5 million private match commitment. Tesla has built a new high-volume production factory for the Semi program in Nevada. Tesla initially quoted the Semi at $180,000, but the new price is speculated to be $415,000. Tesla Semi's potential as a revolutionary product is in question due to these changes.Tesla is also launching a non-Launch Edition Model Y in the US and Canada. This new version starts at $49,000, down from $60,000 for the Launch Edition bundled with options like the Full Self-Driving package. Tesla anticipates delivery within weeks without tariffs in Canada. A new Diamond Black color option is available for the Model Y and Model 3.Tesla Cybertruck sales are reportedly disastrous, with deliveries down 24% year-over-year. Tesla bundles Cybertruck sales with other models, masking poor performance. The Cybertruck's price increase and shorter range compared to initial announcements are significant issues. There is speculation Tesla might pivot the Cybertruck's design to a rugged SUV.Tesla's head of software David Lau is reportedly exiting the company after 12 years. Lau contributed significantly to Tesla's software advancements, including over-the-air updates and integrating software into Tesla's retail and service experiences. Lau's departure is part of a trend of Tesla losing top talent. His responsibilities might be folded under AI-focused senior software executives at Tesla.
【BYD】
Kia's EV5 is outselling BYD models in Australia. The EV5 ranks as one of the top-selling EVs in Australia through March 2025. Despite BYD's new Sealion 7 launch, Kia's EV5 is still performing well in sales. BYD also launched a new Dolphin model as an affordable EV option. BYD's overseas sales doubled to start 2025, indicating continued global expansion.
【Others】
Kia's EV3 is the best-selling retail EV in the UK through March, contributing to Kia's strongest sales start in over 30 years. Kia sold nearly 20,000 vehicles in the UK in March, with EVs accounting for 21% of sales. Kia is launching several new EVs in the UK, including the EV4 sedan and hatchback, and EV5 SUV. Globally, Kia sold a record 772,351 vehicles in Q1, its best since 1962, and is expanding its electric van market with the PV5 later this year.EcoFlow is offering savings up to 65% during its Members' Festival, with discounts on portable power stations and solar panels. EcoFlow has expanded its sustainable energy solutions and supports global disaster response efforts. The "Power for All" initiative provides power to disaster-affected communities. EcoFlow's Member Festival offers significant discounts and rewards for members, including exclusive deals on power stations like the DELTA Pro 3.Porsche will debut the Cayenne EV later this year as a 2026 model. The SUV retains Porsche's signature design, with upgrades for its EV version. The Cayenne EV Coupe was spotted in the US, featuring a new design. Based on the PPE platform, the Cayenne EV promises significant improvements over previous models. Porsche is also developing a larger luxury electric SUV slated for 2027.Hyundai will not raise US vehicle prices amid new tariffs and launched its Customer Assurance program. Hyundai's new IONIQ 9 SUV is expected to launch soon, featuring a lounge-like interior and substantial cargo space. Hyundai celebrated the grand opening of its Metaplant America EV manufacturing plant, aiming to build 500,000 vehicles annually. The IONIQ 9 offers up to 335 miles of range with a NACS charging port.March 2025 saw fossil fuels hit record lows in the US electricity mix while solar and wind reached all-time highs. Clean energy generated over 50% of US electricity for the first time. Solar increased by 37%, and wind by 12%, contributing to clean energy's dominance. The share of wind and solar has quadrupled since 2015 as fossil fuels decline. Solar power is expected to account for more than half of new generating capacity in 2025.
Ask Aime: How does Tesla's Semi program delay and price increase affect the company's reputation and market position?
