Pay senetlerinde pandemi tela\u015f\u0131yla Mart ay\u0131nda ya\u015fanan sert sat\u0131\u015f\u0131n akabinde t\u00fcm piyasalarda g\u00f6z al\u0131c\u0131 bir y\u00fckseli\u015f ya\u015fand\u0131. \u00c7e\u015fitli dallar ve \u015firketler \u00f6ne \u00e7\u0131karken, ABD’li yat\u0131r\u0131mc\u0131lar\u0131n g\u00f6zdesi teknoloji \u015firketleri ve bilhassa de Google, Facebook, Amazon \u00fczere kesimde ba\u015f\u0131 \u00e7eken az say\u0131daki dev oldu.<\/p>\n

K\u0131ssas\u0131yla Borsa yat\u0131r\u0131mc\u0131lar\u0131n\u0131n dikkatini \u00e7eken \u015firketlerden biri Tesla. Lakin California merkezli araba \u00fcreticisi, yaln\u0131zca bir araba \u00fcreticisi de\u011fil, t\u0131pk\u0131 vakitte bir teknoloji \u00f6nc\u00fcs\u00fc…<\/p>\n

Yaln\u0131zca 17 y\u0131ll\u0131k ge\u00e7mi\u015fi bulunan Tesla, y\u00fcksek performansl\u0131 elektrikli arabalar\u0131n\u0131n tasar\u0131m\u0131, \u00fcretimini, sat\u0131\u015f ve servis hizmetlerini kendisi sa\u011fl\u0131yor. California, Nevada, Hollanda ve en son \u015eanghay\u2019da fabrikalar\u0131 ve 50 bin civar\u0131nda \u00e7al\u0131\u015fan\u0131 bulunmakta.<\/p>\n

Pekala Tesla, yay\u0131lmac\u0131 ve agresif b\u00fcy\u00fcme siyasetleriyle elektrikli arabalar\u0131n Ford\u2019u olabilir mi?<\/p>\n

\u00d6deme sistemi PayPal ve g\u00fcndemden d\u00fc\u015fmeyen uzay nakliyecili\u011fi \u015firketi SpaceX\u2019in de kurucusu olan h\u0131rsl\u0131 te\u015febb\u00fcs\u00e7\u00fc Elon Musk\u2019\u0131n, g\u00fcne\u015f panelleri ve pil sistemleriyle birlikte d\u00fc\u015f\u00fcn\u00fcld\u00fc\u011f\u00fcnde, tam manas\u0131yla bir elektrik \u00fcretim, depolama ve \u015farj altyap\u0131s\u0131 kurmak istedi\u011fi anla\u015f\u0131l\u0131yor.<\/p>\n

2019 y\u0131l\u0131nda 360 binden fazla ara\u00e7 satan Tesla, bu y\u0131l\u0131n ikinci \u00e7eyre\u011finde 90 binden fazla araba teslim etti. Model S, Model 3, Model X ve Model Y ile halihaz\u0131rda sat\u0131\u015fta d\u00f6rt modeli bulunan elektrikli araba \u00fcreticisi, sat\u0131\u015flar\u0131n\u0131n y\u00fczde 70\u2019ini ABD, y\u00fczde 10\u2019unu \u00c7in, y\u00fczde 5\u2019ini Norve\u00e7\u2019e yap\u0131yor. \u015earj istasyonlar\u0131yla Kuzey Amerika, Avrupa ve Asya\u2019da yay\u0131larak altyap\u0131y\u0131 kar\u015f\u0131lamaya \u00e7al\u0131\u015fan Tesla\u2019n\u0131n memleketler aras\u0131 ikinci el sat\u0131\u015f a\u011f\u0131 da var.<\/p>\n

Bilhassa \u015eanghay\u2019da bulunan fabrika, d\u00fcnyan\u0131n en b\u00fcy\u00fck elektrikli araba pazar\u0131na eri\u015fimde kilit rol oynuyor. ABD ile \u00c7in ortas\u0131ndaki ticaret sava\u015f\u0131n\u0131n tesirlerini en aza indirmeyi hedefleyen \u015firket, bu formda ithalat vergilerinden ka\u00e7\u0131n\u0131yor. Tesla\u2019n\u0131n elektrikli araba kullan\u0131m\u0131n\u0131 yayg\u0131nla\u015ft\u0131racak global bir dev olma yolundaki de\u011ferli stratejik ad\u0131mlar\u0131ndan bir ba\u015fkas\u0131 Almanya\u2019da kuraca\u011f\u0131 fabrikas\u0131. \u00dcretici, Avrupa\u2019ya araba ihra\u00e7 etmenin getirdi\u011fi karma\u015fan\u0131n \u00fcstesinden bu halde gelecek.<\/p>\n

<\/p>\n

Tesla otonom s\u00fcr\u00fc\u015f\u00fcn de \u00f6nc\u00fcs\u00fc<\/strong><\/p>\n

Ayr\u0131yeten Tesla\u2019n\u0131n elektrikli araba piyasas\u0131ndaki \u00f6nc\u00fc rol\u00fcn\u00fc geni\u015fletmesi i\u00e7in elinde k\u0131ymetli bir avantaj var: Otonom s\u00fcr\u00fc\u015f teknolojisi. Her ne kadar t\u00fcm d\u00fcnyada bir\u00e7ok \u015firket emsal teknolojiler \u00fczerinde \u00e7al\u0131\u015fsa da Tesla, bu bahiste da b\u00f6l\u00fcme liderlik ediyor. Markan\u0131n 2016 y\u0131l\u0131ndan bu yana t\u00fcm arabalar\u0131nda bulunan otomatik pilot donan\u0131m\u0131 hala geli\u015ftirilme basama\u011f\u0131nda. Bu donan\u0131m \u015fof\u00f6rlere otomatik s\u00fcr\u00fc\u015f, \u015ferit de\u011fi\u015ftirme, trafi\u011fe adapte s\u00fcrat ayarlay\u0131c\u0131 \u00fczere \u00f6zellikler sunuyor. Ayr\u0131yeten t\u00fcm bu s\u0131ra d\u0131\u015f\u0131 \u00f6zellikleri yaln\u0131zca arabalar bar\u0131nd\u0131rmayacak. \u015eirket, bu donan\u0131mlar\u0131 Semi t\u0131r projesi ve Musk\u2019\u0131n \u201clansman esnas\u0131nda adeta d\u00f6vd\u00fc\u011f\u00fc tuhaf g\u00f6r\u00fcn\u00fcml\u00fc\u201d Cybertruck kamyoneti \u00fczere \u00f6teki projelerinde de uygulamay\u0131 planl\u0131yor.<\/p>\n

T\u00fcm bunlar\u0131n yan\u0131nda Tesla, \u00f6b\u00fcr \u00fcreticilerin tersine \u00fcretimin tamam\u0131n\u0131 kendi b\u00fcnyesinde yapmaya \u00e7al\u0131\u015f\u0131yor. Ge\u00e7en y\u0131l\u0131n sonunda pil \u00fcreticisi Kanadal\u0131 Hibar Systems\u2019\u0131 ve otonom s\u00fcr\u00fc\u015f teknolojisine katk\u0131 sa\u011flamas\u0131 beklenen DeepScale\u2019\u0131 almas\u0131, \u015firketin gelece\u011fe y\u00f6nelik ad\u0131mlar\u0131n\u0131 bu stratejiye uygun bir bi\u00e7imde att\u0131\u011f\u0131n\u0131n g\u00f6stergesi.<\/p>\n

Baker Institute taraf\u0131ndan \u015eubat ay\u0131nda yay\u0131nlanan bir ara\u015ft\u0131rmada her ikisi de yeni bir ara\u00e7 tipiyle bilinirlik kazanan Tesla ile Ford kar\u015f\u0131la\u015ft\u0131r\u0131l\u0131yor. Ford\u2019un birinci eri\u015filebilir araba olarak g\u00f6r\u00fclen Model T ile araba sanayisine istikamet vermesi ve Tesla\u2019n\u0131n elektrikli araba b\u00f6l\u00fcm\u00fcn\u00fc d\u00f6n\u00fc\u015ft\u00fcrmesi ortas\u0131ndaki benzerliklere dikkat \u00e7ekiliyor.<\/p>\n

Model T\u2019nin y\u00fczy\u0131l\u0131n ba\u015f\u0131nda araba pazar\u0131na h\u00e2kim oldu\u011fu ve Tesla\u2019n\u0131n da en b\u00fcy\u00fck elektrikli araba sat\u0131c\u0131s\u0131 (2019\u2019da ABD pazar\u0131n\u0131n y\u00fczde 80\u2019ine sahip) oldu\u011fu belirtilen ara\u015ft\u0131rmada, Ford\u2019un kelam konusu devirde t\u00fcm sat\u0131\u015flarda, Tesla\u2019n\u0131n ise yaln\u0131zca elektrikli ara\u00e7larda bask\u0131n geldi\u011fi vurgulan\u0131yor. O denli ki Tesla ABD\u2019de yeni ara\u00e7 sat\u0131\u015flar\u0131n\u0131n y\u00fczde 1\u2019nden az\u0131n\u0131 olu\u015fturuyor.<\/p>\n

\u201cOtomobil sanayisinin gelece\u011fine taraf verdi\u201d<\/strong><\/p>\n

Lakin Tesla\u2019n\u0131n Ford\u2019a benzeri bir formda 21. y\u00fczy\u0131l\u0131n araba dal\u0131na \u00f6nc\u00fcl\u00fck ederek, pazarda tahminen de y\u0131llar boyunca sars\u0131lmayacak g\u00fc\u00e7l\u00fc bir yer edindi\u011fi a\u00e7\u0131k. General Motors\u2019un Volt hibrit araba projesinin eski ba\u015fkan\u0131 Tony Posawatz da Bloomberg News\u2019e yapt\u0131\u011f\u0131 de\u011ferlendirmede Tesla\u2019n\u0131n araba sanayisinin gelece\u011fine taraf verdi\u011fini belirtmi\u015fti.<\/p>\n

Sekt\u00f6rel s\u0131ralamalar\u0131 ile \u00fcnl\u00fc ABD\u2019li U.S. News & World Report taraf\u0131ndan yap\u0131lan en iyi l\u00fcks elektrikli ve hibrit ara\u00e7 listesinde Model S birinci s\u0131rada… Model S\u2019yi Model 3 ve akabinde Porsche Taycan takip ediyor. Lexus ES Hibrit ve BMW i3 ise d\u00f6rd\u00fcnc\u00fc ve be\u015finci s\u0131rada geliyor.<\/p>\n

Bununla birlikte kl\u00e2sik araba \u00fcreticilerinin Tesla\u2019y\u0131 yakalamak i\u00e7in gayretlerine s\u00fcrat verdi\u011fi unutulmamal\u0131. Toyota, Ford, Nissan, BMW \u00fczere devler gelecek y\u0131llarda filolar\u0131n\u0131n bir k\u0131sm\u0131n\u0131 ya da tamam\u0131n\u0131 elektrikli arabalara d\u00f6n\u00fc\u015ft\u00fcrecek programlara milyarlarca dolar harc\u0131yorlar. Geni\u015f tedarik zincirleri, geli\u015fen ve geli\u015fmi\u015f global pazarlara eri\u015fim imkanlar\u0131 d\u00fc\u015f\u00fcn\u00fcld\u00fc\u011f\u00fcnde, pazar hisselerini gen\u00e7 ve dinamik Tesla\u2019ya basit\u00e7e b\u0131rakmayacaklar\u0131 s\u00f6ylenebilir.<\/p>\n

B\u00f6l\u00fcm bilgilerine bak\u0131lacak olursa t\u00fcm d\u00fcnyada elektrikli ara\u00e7 talebinin s\u00fcratle artt\u0131\u011f\u0131 net. Memleketler aras\u0131 G\u00fc\u00e7 Ajans\u0131\u2019n\u0131n (UEA) datalar\u0131na nazaran global elektrikli araba sat\u0131\u015flar\u0131n\u0131n toplam araba sat\u0131\u015flar\u0131 i\u00e7erisindeki hissesi son on y\u0131lda istikrarl\u0131 ve g\u00fc\u00e7l\u00fc bir formda y\u00fckselerek 2019\u2019da 2.3 milyon ile y\u00fczde 3\u2019e yakla\u015ft\u0131. 1.10 milyon ile aslan hissesini \u00c7in pazar\u0131 al\u0131rken, 590 bin ile Avrupa ikinci s\u0131rada geliyor. ABD ise 330 bin ile \u00fc\u00e7\u00fcnc\u00fc s\u0131rada.<\/p>\n

UEA\u2019n\u0131n Haziran ay\u0131ndaki raporuna nazaran global \u00e7apta elektrikli ara\u00e7 stoku 2010 y\u0131l\u0131nda yaln\u0131zca 20 bin iken s\u00fcratle artarak 2017\u2019de 1.93 milyon, 2018\u2019de 3.27 milyon ve 2019\u2019da 4.79 milyon oldu.<\/p>\n

<\/p>\n

UEA, Global elektrikli araba stoku, 2010-2019, UEA, Paris<\/em><\/p>\n

Sat\u0131\u015f gelirlerini katlayan Tesla s\u00fcratli b\u00fcy\u00fcyor<\/strong><\/p>\n

Finansal performansa bak\u0131ld\u0131\u011f\u0131nda Tesla\u2019n\u0131n sat\u0131\u015f geliri, Bloomberg\u2019den edinilen say\u0131lara nazaran 2014 ile 2018 y\u0131llar\u0131 ortas\u0131nda y\u00fczde 570\u2019lik \u015fa\u015f\u0131rtan bir art\u0131\u015f yakalam\u0131\u015f. Buna ra\u011fmen talebe yeti\u015fmekte zorland\u0131\u011f\u0131 g\u00f6r\u00fcl\u00fcyor. Ar-Ge ve fabrika harcamalar\u0131ndan \u00f6t\u00fcr\u00fc uzun m\u00fchlet k\u00e2ra ge\u00e7meyen \u015firket, ikinci \u00e7eyrekte arka arda d\u00f6rd\u00fcnc\u00fc defa k\u00e2r a\u00e7\u0131klad\u0131. 2019 y\u0131l\u0131n\u0131n tamam\u0131nda geliri 24 milyar dolar\u0131n \u00fczerinde ger\u00e7ekle\u015fti.<\/p>\n

2010 ortas\u0131nda 17 dolardan halka arz edilmesi sonras\u0131nda bu y\u0131la kabaca 420 dolar d\u00fczeylerinde ba\u015flayan Tesla paylar\u0131, pandemi kaynakl\u0131 panik sat\u0131\u015f\u0131n\u0131n tesiriyle Mart ortas\u0131nda 361 dolara kadar geriledi. Akabinde, mali ve nakd\u00ee dayanaklar\u0131n tesiriyle piyasalarda g\u00f6r\u00fclen y\u00fckseli\u015f Tesla\u2019y\u0131 Temmuz ortas\u0131nda neredeyse 1,800 dolara ta\u015f\u0131d\u0131. Pay fiyat\u0131, Cuma g\u00fcn\u00fc prestijiyle 1,450 dolara kadar \u00e7ekilmi\u015f durumda.<\/p>\n

\u015eirketin piyasa pahas\u0131, pay piyasalar\u0131ndaki son y\u00fckseli\u015fin dayana\u011f\u0131yla 270 milyar dolar\u0131 a\u015farak klasik araba \u00fcreticilerinin tamam\u0131n\u0131 geride b\u0131rakt\u0131. B\u00f6ylelikle, Tesla\u2019n\u0131n piyasa bedeli, ge\u00e7en y\u0131l 270 milyar dolar sat\u0131\u015f geliri elde eden otomotiv devi Toyota\u2019n\u0131n 90 milyar dolar \u00fczerine \u00e7\u0131kt\u0131. Posawatz, Tesla\u2019n\u0131n eserlerinin m\u00fc\u015fteriler ortas\u0131nda co\u015fkuya neden oldu\u011funu s\u00f6ylemi\u015fti. Muhakkak ki yat\u0131r\u0131mc\u0131lar ortas\u0131nda da epeyce b\u00fcy\u00fck bir co\u015fkuya neden oluyor.<\/p>\n

Her ne kadar sat\u0131\u015flar\u0131 global devlerle kar\u015f\u0131la\u015ft\u0131r\u0131ld\u0131\u011f\u0131nda \u015fimdi epeyce d\u00fc\u015f\u00fck olsa da \u00fcretim art\u0131\u015f\u0131na d\u00f6n\u00fck yat\u0131r\u0131mlar\u0131 ve s\u00fcrat kesmeyen Ar-Ge harcamalar\u0131yla Tesla, sonu\u00e7 olarak araba b\u00f6l\u00fcm\u00fcn\u00fc taraf vermeye devam ediyor. Kl\u00e2sik \u00fcreticilerin uzun vadeli planlar\u0131n\u0131 belirlerken elektrikli arabalara bu kadar y\u00fck vermesi ve pazar\u0131n d\u00f6n\u00fc\u015f\u00fcm\u00fcnde Tesla\u2019n\u0131n yads\u0131namaz katk\u0131s\u0131, uzun y\u0131llar boyunca an\u0131lacakt\u0131r.<\/p>\n

Edit\u00f6r: F. U\u011fur Ta\u00e7k\u0131nlar<\/p>\n<\/p>\n

Bloomberg HT<\/span><\/p>\n","protected":false},"excerpt":{"rendered":"

Pay senetlerinde pandemi tela\u015f\u0131yla Mart ay\u0131nda ya\u015fanan sert sat\u0131\u015f\u0131n akabinde t\u00fcm piyasalarda g\u00f6z al\u0131c\u0131 bir y\u00fckseli\u015f ya\u015fand\u0131. \u00c7e\u015fitli dallar ve …<\/p>\n","protected":false},"author":1,"featured_media":1508,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[5,6],"tags":[36,426,427,68,144],"class_list":["post-1507","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-dunya","category-son-dakika","tag-dolar","tag-elektrikli-otomobil","tag-model","tag-otomobil","tag-satis"],"yoast_head":"\n