Tesla presented its strategy for 2025 in the Q4 2024 Earnings Call. After the first annual decline in vehicle deliveries in 2024, the company plans to get back on track with three key growth areas. New, affordable electric cars are set to increase sales, Full Self-Driving (FSD) will be further expanded and the energy division is set to grow significantly.
New Tesla-models for the mass market
Tesla will launch new, more affordable models in 2025 to reach a wider audience. These vehicles will be based on both an advanced Model 3/Y platform as well as on a new, cost-efficient platform for the next generation of electric cars. Production of these models is scheduled to start in the first half of 2025. With an expected price of less than 30,000 US dollars, the Tesla will increasingly compete against cheaper electric cars from other manufacturers.
FSD and Robotaxi: Tesla's next revolution
Tesla is planning to take full self-driving to a new level. The first test run for an autonomous robotaxi service is due to start in Austin, Texas, in June 2025. Other cities in the USA, including locations in California, are set to follow by the end of the year. The introduction of FSD Unsupervised could enable a completely new use of vehicles and significantly increase efficiency in the mobility sector.
Energy division to grow by 50 percent
In addition to the vehicle business Tesla is investing heavily in the energy sector. Demand for Powerwall and Megapack storage systems is high, and Tesla expects to increase capacities in this area by 50 percent in 2025. The development of grid storage systems to stabilize the power supply also plays a key role. With a third planned gigafactory for energy storage systems, the Tesla the importance of this sector, which is expected to be a stable source of income in the long term.
Conclusion: Tesla Focus on expansion and innovation
With the introduction of new, affordable electric cars, the further development of Full Self-Driving and the expansion of the energy sector Tesla, 2025 plans to grow again. The coming months will show whether the company can implement its ambitious plans. The focus is on innovation, efficiency and scalability in order to further expand its market leadership in the field of sustainable mobility and energy.
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