Jaguar CEO Points To Battery Supply For Slow I-Pace Sales
Jaguar CEO 指出 I-Pace 销量受限于电池供应问题
JLR head says EV take rates will also depend on prices before they're widely
accepted
While the Jaguar I-Pace has garnered a lot of attention from critics and
awards, it hasn't been exactly tearing up sales charts in many markets. But
the CEO of its parent company said in a recent interview he isn't worried
about that. It's battery supply and prices that are to blame.
虽然Jaguar I-Pace 赢得了许多大奖和车评的关注，但它在很多市场中并没有完
全撕裂销售榜，但其母公司的CEO 说他并不担心这一点，因为这要归咎于电池供
应与价格。
Jaguar Land Rover CEO Dr. Ralf Speth told Automotive News Europe that the
I-Pace is, in fact, in demand around the world. He points to Germany,
especially, where demand outpaces supply.
JLR CEO Dr. Ralf Speth 告诉媒体，事实上I-Pace 在世界各地的市场都有需求，
尤其是供不应求的德国市场。
"When it comes to electric vehicles, the question isn’t how many cars I can
build but rather how many batteries I can buy," Speth said in the interview.
"谈到电动车时，问题不在于我可以建造多少辆车，而是我能够买到多少电池"
Speth 在采访时这样说。
Battery supply is hardly a new problem for automakers getting into the EV
game. Even Tesla with its Gigafactory has pointed to slower-than-expected
production there as the culprit for missed production targets of its Model 3.
But it's a problem that is only expected to grow as more EV models hit the
market.
对于想要造电动车的车厂们而言，电池供应并不是一个新问题。就连有着自己的
Gigafactory 的Tesla 也说那里的(电池)生产是Model 3 错过其生产目标的罪魁
祸首。随着越来越多电动车进入汽车市场，这个问题预计会越来越严重。
Speth pointed to that and charging infrastructure hurdles that are keeping
electric vehicles, "for people with deep pockets," for the most part. The
I-Pace certainly skews to the higher end of Jaguar's current lineup and it
doesn't sound like the company is in any place to change that soon, as he
predicts battery prices to rise in the coming years due to demand.
Speth 也指出，充电设施的这项门槛也限制了目前大都只有口袋深的人才买电动
车，所以I-Pace 在目前Jaguar 的车款中当然会偏向于高端，且因他预期未来电
池价格会因为需求而上涨，所以公司不会很快地改变这项(定价)策略。
Jaguar Land Rover is also banking on higher-margin EVs because of the $4
billion write-down of the company and general belt-tightening across the
company. But it wouldn't hurt if the I-Pace were selling a bit more strongly,
especially since it had a months-long head start over models such as the Audi
E-Tron and upcoming Mercedes-Benz EQC – which will probably make its life
harder.
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去年就曾发生过，电池供应商LG 因为电池需求大过其产能，而向长久以来的伙
伴Audi 提出了电池要涨价10% 的要求。电池供应不足也连带使得Audi e-tron
必须要下修年产量，德国政府也知道对于发展电动车来说，电池供应是一项很大
的瓶颈，所以也加紧投资与补贴电动车电池的产业发展。Tesla 很早就预期到会
有这种事情发生，所以就算是筹资、贷款，也要砸钱建立属于自己的电池工厂。
而从UBS 所做的电池供应预测中可以看到：
https://i.imgur.com/U5gDKhS.png
不管是现在还是未来，电池供应来源绝大多数都是来自于中日韩企业。像JLR、
德国VW、双B等这些德国车厂未来也会相当依赖这些电池供应商来供应电池。或
许等哪天欧洲车厂们在电池供应这件事情上遭遇到严重挫折后，也会想要建立属
于自己的电池工厂。