Core Viewpoint - The article discusses the challenges faced by traditional automakers, particularly BMW, in the transition to electric vehicles (EVs), highlighting the slower-than-expected adoption rates and the need for a diversified approach to powertrains [1][3][7]. Group 1: Market Dynamics - Gartner refers to the current phase as the "valley of disillusionment," where new technologies fail to meet inflated expectations [1]. - BMW's CEO Oliver Zipse emphasizes the importance of a diversified powertrain strategy, including fuel vehicles, hybrids, and hydrogen fuel cell vehicles, rather than solely focusing on electrification [1][2]. - Traditional brands struggle to convince skeptical consumers of the advantages of EVs, facing misconceptions and a lack of understanding about the technology [3][5]. Group 2: Competitive Landscape - Competitors like Mercedes-Benz and Volkswagen have invested billions in developing dedicated platforms for efficient EV production, while BMW has taken a more cautious approach [3][5]. - Tesla, despite its initial success, has also faced challenges, including a decline in annual sales for the first time since the launch of the Model Y [7]. - BMW's global EV sales increased by 14% to over 426,500 units, but the company is also adapting by planning to produce the iX3 on a new electric platform [7].
宝马：将全部筹码押注于电动汽车是“死路一条”