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Tesla selling like gangbusters in China

"Will it play in Peoria?" asks the age-old question about how Broadway shows would be received in Middle America. Well, apparently Tesla Motors plays well in Beijing. It's part of Tesla chief Elon Musk's grand plan, of course. The California-based maker of the battery-electric Model S has delivered about 1,000 of the vehicles in China since shipments started there in April, Bloomberg News says, citing Dougherty & Co. analyst Andrea James, Barclays Plc analyst Brian Johnson and Wedbush Securities analyst Craig Irwin. Tesla also started shipping its first right-had drive Model S sedans to the UK in June. It is estimated that all those deliveries helped push Tesla's second-quarter global vehicle deliveries close to the 7,550 mark, which is more than the company forecast and would set a new quarterly record (Tesla's second-quarter results will be announced later today). It would also mark about a 45 percent jump from Tesla's 2Q sales a year ago. The Model S is priced at about $120,000 US in China (the culprits include the top-of-the-line battery pack as standard equipment and steep taxes that the government charges on vehicle imports) but that hasn't swayed status-conscious buyers from footing the bill, apparently. Tesla declined to comment on the China sales estimate when contacted by AutoblogGreen but we may learn more later today.

Battery-pack production for plug-ins, hybrids, triples in three years

Panasonic's standing in the plug-in and hybrid battery production industry has zoomed ahead like a Tesla Model S taking off from a standstill. That's appropriate because the Japanese company's relationship with the California-based automaker has been the primary reason for its growth, which looks like it will continue to be rapid. According to new numbers from Lux Research, battery manufacturers are producing 1.4 gigawatt-hours worth of batteries for plug-in and pure battery-electric vehicles per quarter, up from under 200 MWh in early 2011. Lithium-ion batteries account for 68 percent of the current total, while nickel-metal hydride batteries (like the one used in the non-plug-in Toyota Prius) account for 28 percent. The rest are made up of small numbers of things like solid-state batteries. Panasonic has been the primary beneficiary of electric vehicle growth (click on chart to enlarge). The company has a 39percent market share for plug-in and hybrid batteries, while NEC has 27 percent and LG Chem has 9 percent. As for demand, Toyota, Tesla and Renault-Nissan account for about three-quarters of all batteries used for plug-in and hybrid vehicles. Panasonic expanded its battery-production deal with Tesla last October. There are more details in the Lux Research press release below. Panasonic Has 39% Share of Plug-In Vehicle Batteries, Thanks to Its Deal With Tesla Batteries for Plug-Ins and Hybrids Were a $660 Million Market in Q1 2014, Led by U.S. Demand, According to Lux Research's New Automotive Battery Tracker BOSTON, MA--(Marketwired - May 6, 2014) - Batteries for hybrids and plug-in vehicles are growing fast, more than tripling over the past three years to reach 1.4 GWh per quarter, according to the Automotive Battery Tracker from Lux Research. Panasonic has emerged as the leader thanks to its partnership with Tesla, capturing 39% of the plug-in vehicle battery market, overtaking NEC (27% market share) and LG Chem (9%) in 2013. "Even at relatively low volumes -- less than 1% of all cars sold -- plug-in vehicles are driving remarkable energy storage revenues for a few developers, like Panasonic and NEC, that struck the right automotive partnerships," said Cosmin Laslau, Lux Research Analyst and the lead author of the new Lux Research Automotive Battery Tracker.

In China, Tesla Model S is missing one basic feature

There were questions about the nav system in the Tesla Model S when the vehicle launched in the US, and there are still people who don't like it. But here's the thing: the US version at least has a nav system. With the luxury electric vehicle now available in China, drivers are discovering that the car is shipping without a working navigation system at all.
As China EV blogger Alysha Webb reports, Tesla's explanation for the lack of a nav system is that "Google maps are not supported." At least the company is working on an alternative map database for the land where Google doesn't work right. We've confirmed with Tesla PR in the US that Webb's report contains an official Tesla response, which includes the following:
Currently there isn't a navigation system in Chinese Model S as Google maps are not supported in the country. However, teams are currently working on a solution with Chinese text and voice recognition. We plan to introduce navigation to Chinese cars later this year (as already communicated to our customers). Once it's available, maps will be pushed to customers' vehicles through software updates.