AndysComputer
Well-Known Member
I’m amused the brands who have not announced the switch yet seem to think they have some kind of choice in the matter.
The CCS network, inferior plug design aside, is an absolute s**t show of unreliability and user experience. It has only gotten worse, not better, as the last few years have gone by.
Tesla absolutely dominates this area and no matter the reason (vertical integration, competency or just a genuine drive to make it a success vs grab subsidy money to cheaply build a business to later sell) the public, at least those buying or considering buying an EV, is starting to figure this out.
There may have been hope that the poor user experience would drive customers back to their gas cars but in reality it is simply driving them to Tesla. Their astronomical growth rate, profit margin and manufacturing capacity have also given them a land grab of batteries and battery materials and that alone is a very real risk of future auto market dominance.
When the legacy auto maker EV’s are at least halfway decent (ie now) people may buy them but not if they can’t charge them.
Some of the legacy companies are starting to wake up to this reality.
Once Ford announced it it was no longer a choice for the other makers.
When GM joined there was only one nail left for the CCS coffin, namely luxury European brands. With Mercedes announcing the switch the rest, be it BMW, Audi, Porsche etc, have no choice in the matter any more.
It remains to be seen if the legacy auto makers will survive this transition even if they make all the right choices, grab materials and move quickly (by their standards). It may already be too late. But those that think they can somehow win the EV market or even kill it by sticking with CCS in North America will only accelerate their own death.
Any concept of choice in the CCS/NACS debate has been taken away from them.
And it’s not about the connector itself, nice as it is, but more access to the reliable and rapidly expanding Supercharger network.
Public networks will need to be as reliable and convenient to use as Tesla Superchargers but cheaper or better located otherwise they will not survive either no matter which plug they use.
The CCS network, inferior plug design aside, is an absolute s**t show of unreliability and user experience. It has only gotten worse, not better, as the last few years have gone by.
Tesla absolutely dominates this area and no matter the reason (vertical integration, competency or just a genuine drive to make it a success vs grab subsidy money to cheaply build a business to later sell) the public, at least those buying or considering buying an EV, is starting to figure this out.
There may have been hope that the poor user experience would drive customers back to their gas cars but in reality it is simply driving them to Tesla. Their astronomical growth rate, profit margin and manufacturing capacity have also given them a land grab of batteries and battery materials and that alone is a very real risk of future auto market dominance.
When the legacy auto maker EV’s are at least halfway decent (ie now) people may buy them but not if they can’t charge them.
Some of the legacy companies are starting to wake up to this reality.
Once Ford announced it it was no longer a choice for the other makers.
When GM joined there was only one nail left for the CCS coffin, namely luxury European brands. With Mercedes announcing the switch the rest, be it BMW, Audi, Porsche etc, have no choice in the matter any more.
It remains to be seen if the legacy auto makers will survive this transition even if they make all the right choices, grab materials and move quickly (by their standards). It may already be too late. But those that think they can somehow win the EV market or even kill it by sticking with CCS in North America will only accelerate their own death.
Any concept of choice in the CCS/NACS debate has been taken away from them.
And it’s not about the connector itself, nice as it is, but more access to the reliable and rapidly expanding Supercharger network.
Public networks will need to be as reliable and convenient to use as Tesla Superchargers but cheaper or better located otherwise they will not survive either no matter which plug they use.
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