On May 26th, according to national media reports, Tesla's strategy underwent a significant change in its released "2023 Impact Report," no longer mentioning the goal of delivering 20 million cars annually by 2030.
In 2020, Musk stated that Tesla planned to sell 20 million cars by 2030, doubling Toyota's sales volume.
In the 2021 and 2022 "Impact Reports," Tesla declared this goal, but with industry trends shifting, the company seems to have altered its strategy.
Tesla no longer mentions plans to produce an affordable model priced at $25,000 (potentially named Model 2), instead focusing on autonomous driving technology as its primary growth driver for the future.
At the "Viva Technology" annual conference in Paris, Musk stated via video that autonomous driving taxis (Robotaxis) and the humanoid robot Optimus would be "extraordinary" for Tesla.
He also revealed that Tesla plans to hold a Robotaxi launch event on August 8th, chosen because "8" is considered a lucky number in China.
However, Tesla's strategic shift is not without challenges. In the first quarter of this year, Tesla saw its sales decline year-over-year for the first time in nearly four years, with its stock price dropping by about 30%. Additionally, the reliability of autonomous driving technology has faced repeated questioning.
