After four years, Tesla's Cybertruck finally "came out after a long call" and officially opened delivery in North America.。

On November 30, local time, the Tesla Electric Pickup Cybertruck delivery event was held at the Tesla Texas Super Factory。Tesla CEO Musk appeared at the event and delivered the vehicle to more than a dozen users, including Reddit co-founder Alexis Ohanian.。

At the scene, Tesla demonstrated Cybertruck's bulletproof performance, towing ability, etc.。Musk told the audience at the event that the Cybertruck is "a better truck than a truck, but also a better sports car than a sports car."。

According to the official website, Cybertruck has three versions, namely CYBERBEAST Beast version, all-wheel drive version and rear-wheel drive version。

Among them, the strongest version of the CYBERBEAST Beast version weighs 3,104 kg and accelerates from 100 kilometers to 2.7 seconds, as fast as the Porsche 911 Turbo S。The cruising range is 515 kilometers, and it can reach more than 705 kilometers after using the mileage extension package。Towing capacity up to 4,990 kg。The model also has a ground clearance of 433 mm in unloading mode, which is higher than other electric pickups, such as Ford's F-150 and Rivian's R1T。

In the other two versions, the all-wheel drive version weighs 2,995 kg and accelerates from 100 kilometers to 4.3 seconds, the cruising range is 547 kilometers, and it can reach more than 755 kilometers after using the mileage extension package。

The rear-wheel drive version is also the normal version, and its acceleration from 100 kilometers is 6.7 seconds, the cruising range is 402 kilometers, the towing ability is weak, only 3,402 kg。This version will not be available until 2025.。

Although the performance of the three versions is slightly different, the size of the whole vehicle is the same, which is 5,682.9 * 2,413.3 * 1,790.8MM。

According to the official website, Cybertruck "can travel on the surface of any planet" because it is extremely strong, tough and durable, and adapts to any terrain。

Cybertruck has a super hard stainless steel exoskeleton, no paint, and no debris。This stainless steel exoskeleton helps reduce surface depression, damage and corrosion caused by long-term use。And maintenance is also simple and fast。

Cybertruck also has powerful protective properties。The body is equipped with armored glass to withstand the impact of a baseball or four-level hail at a speed of 112 km / h。And the sound insulation effect of the glass is excellent, which can make the interior of the cockpit as quiet as outer space。

As a pickup truck, Cybertruck's cargo capacity is also first-class. Cybertruck's cargo box is made of super sturdy composite materials, with a size of 183 * 122 cm, no padding, and a large capacity。And the front spare box, above the roof and hidden tool box can also be used for cargo。According to Tesla, Cybertruck has a payload of up to 1,134 kg and its powerful towing capacity of up to 4,990 kg can easily carry the goods, tools and various items needed by users.。

In addition, Cybertruck's cockpit and cargo box are equipped with 120V and 240V sockets, which can charge power tools or other electric vehicles。It can also directly provide up to 11.5 kW of electricity to maintain the lighting system。

In terms of interior, the Cybertruck cockpit combines advanced technology and entertainment functions, with spacious space and modern style。Front row with 18.5-inch giant touch screen, 9 in the rear.4-inch touch screen with a new user interface。There are also 15 speakers inside, which can achieve studio-like dynamic sound effects。Cybertruck's front and rear seats and the inside of the cargo box can quickly charge mobile phones, laptops and other electronic products。In addition, Cybertruck is equipped with a medical-grade HEPA high-efficiency air filtration system that can effectively filter 99.97% of air particles。

Cybertruck Price Exposure

Unlike the Cybertruck appearance, which has been repeatedly exposed, Musk and Tesla have been tight-lipped about the car's price.。The only time it was revealed was when Cybertruck was released in 2019, starting at $39,900 to $69,900.。

But Tesla's latest Cybertruck offer is: the CYBERBEAST Beast version costs $99,990 (about 730,000 yuan), the all-wheel drive version costs $79,990 (about 570,000 yuan), and the rear-wheel drive version costs $60,990 (about 43.50,000 RMB)。Overall pricing is 50% higher than in 2019。

Compared with other electric pickups in North America, this wave of price increases has deprived Cybertruck of its price advantage。

The cheapest version of the Cybertruck is also thousands of dollars more expensive than the Ford F-150 Lightning (starting at $52,000)。Rivian raised the price of its four-motor R1T pickup truck from $67,500 to $79,500 last year, which is also much cheaper than the same four-motor CYBERBEAST Beast Edition。

"It's a lot more expensive than I thought it would be," said Gene Munster, managing partner at Deepwater Asset Management. "They need to ramp up production to bring prices down, and they know they can't make a lot of it next year.。In fact, Cybertruck hasn't really come out yet.。"

Capacity Challenges

Munster mentioned that Tesla's current Cybertruck pain point - production capacity can not keep up。This is also the main factor in the high price of the car。

CyberTruck debuted in 2019, four years after Tesla expected the pickup to be produced and open for delivery in 2021, but it was pushed again and again.。

Earlier this year, it was revealed that Tesla had been having trouble getting CyberTruck into production.。In addition, according to internal documents from Tesla, CyberTruck has had problems since the Alpha prototype, including defects in braking, body sealing and suspension。

At the Q3 performance conference held last month, Musk said that Cybertruck will face "huge challenges" in achieving mass production.。He said Tesla could produce more than 125,000 Cybertrucks a year at this stage, and that number could rise to 250,000 by 2025.。Musk said his most optimistic guess is that Tesla will reach that output sometime in 2025.。At the same time, Musk also warned that it would take a year to 18 months for Cybertruck to achieve positive cash flow.。

During the phone call, Musk also confirmed that Cybertruck has more than 1 million refundable bookings.。According to estimates by Wedbush analyst Daniel Ives, Tesla's Cybertruck bookings could be about 2 million vehicles.。But he also expects only 30 to 40 percent of those bookings to translate into sales.。

Ives believes that the biggest problem Tesla faces is Cybertruck's production problems: "Cybertruck's production increase will be difficult。"

Today is different from the past

When Cybertruck first debuted in 2019, electric pickups in North America were still "a blank"。Tesla's All-Electric Cybertruck Pickup Shines Once Sent。Cybertruck let the market's eyes began to pay more attention to the field of electric pickup truck, it can be said that Cybertruck to a certain extent to seize the opportunity。

But in the wake of Cybertruck's debut, Tesla's other competitors have also been quick to target the electric pickup market, and have begun selling their electric pickups long before Cybertruck's delivery.。

At the end of 2021, Amazon-invested startup Rivian became the first automaker to bring an all-electric pickup to the consumer market。The following first quarter of 2022, Ford also released its electric pickup F-150 Lightning.。Recently, GM began production of Chevrolet-branded electric pickups。According to Stellantis's plan, its Ram 1500 Rev electric truck will also be in production by the end of 2024.。

Analyst Daniel Ives warned that "it's a much more complex market for them [referring to Tesla]."。"

After the Cybertruck delivery time has been pushed back and forth, the North American electric pickup market has undergone many changes, and the "first opportunity" that Cybertruck initially seized no longer exists.。And the performance of Cybertruck did not open a huge gap with other competitors, some of the performance of some trucks exceeded Cybertruck。For example, the Ram 1500 Rev can carry 2,700 pounds, more than Cybertruck.。Another example is that Ford trucks have more functional front space than Tesla.。

With poor production capacity and fierce market competition, it remains to be tested whether Cybertruck can eventually "turn the tables against the wind."。