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according to scorus arc's battery research EV sales will scale nearly 20-fold from roughly 1.8 million last year to 35 million 40 percent of total Global Auto sales during the next five to six years Arc invest CEO Kathy woodsaid in a tweet in 2020 pointing to Sam chorus's research chorus is ark's in another tweet wood said that the Auto industry has not enjoyed exponential growth in roughly a hundred years EVS have entered exponential growth territory that will last for the next 5 to 10 years said wood today the star investor is once again expressing that Tesla will be the winner of the electric vehicle Market by Leading the charge on AI and energy according to Wood Tesla is going to emerge as the winner of the electric vehicle Market as the company is leading the industry in key factors that distinguish it from its competitors I think the companies that are going to win are are not focused only on electric they're focused on autonomous wood said in a Bloomberg intelligence webinar posted towards the end of February moreover in addition to Robotics and artificial intelligence wood also talked about Tesla's energy storage business she said that advances in Battery Technology will give electric vehicles lower costs than typical gas-powered Vehicles we believe that Tesla from a thought leadership point of view is leading the charge so to speak in this movement towards autonomous electric vehicles she said I do believe that Tesla has for a given price the best range in performance of any car on the market today would added wood further shared that her firm arconvest believes that Tesla from a thought leadership point of view is still in the lead position in the movement toward autonomous electric vehicles it's worth noting that Tesla boasts an energy business with the potential to grow faster than its vehicle business Tesla energy is the company's energy to division that installs solar panels solar roofs and stationary energy storage products like powerwall and mega packs we actually see the energy storage business stationary storage growing more like 150 to 200 percent a year much faster than cars by a lot Tesla CEO Elon Musk said during the Q3 2022 earnings call even last year when the market had been extremely volatile Tesla's energy generation and storage revenues are on a massive growth trajectory thanks to the positive reception of mega pack and powerwall products on the energy profitability we achieved our strongest gross profits yet for this business driven primarily by record volumes of our mega pack and powerwall products said Tesla Chief Financial Officer Zachary kirkhorn during the said earnings call Kathy Wood said in January on a recent Squawk on the street episode wood told CNBC why she believes Tesla has a leg up in the market wood said Elon has said that he thinks he will be able to cut the price of a car in half we think that a robo taxi could start at twenty five thousand dollars and you know if you've got tax credits that could take you into the high teens that said wood shared that it is going to be very difficult for the competition to beat that in fact they won't be able to come anywhere near that said wood as prices have come down his margins have gone up he's enjoying economies of scale and we do believe that margins for Tesla are going to become explosive with autonomous Mobility wood also shared her belief that Tesla would be at the Forefront of the autonomous taxi platform Market more so than its other competitors because they aren't focused enough on autonomous vehicles furthermore wood said that Tesla models are of higher quality traditional autoanalyst deemed Tesla as doomed to failure they did not understand that Tesla was a Robotics and energy storage and artificial intelligence company not an auto company wood noted last year even analysts can see that Tesla's energy storage business is booming in the recent Q4 2022 Financial results the automaker released its energy divisions deployment number although Tesla solar had a good quarter with 100 megawatts deployed the company showed significant results with its energy storage deployment power walls and mega packs Tesla confirmed that it deployed a record 2.4 gigawatt hours of energy storage in Q4 which is up 152 percent year-over-year and 300 megawatts more than the previous quarter which was also a massive record it's brought Tesla's total deployment for the whole year to an impressive 6.5 gigawatt hours up 64 percent versus 2021.
in its Q4 shareholders letter Tesla wrote about its energy storage business energy storage deployment and increased by a hundred fifty two percent year-over-year in Q4 to 2.5 gigawatt hours for a total deployment of 6.5 gigawatt hours in 2022 by far the highest level of deployments we have achieved demand for our storage products remains in excess of our ability to supply we are in the process of ramping production at our dedicated 40 gigawatt hour mega pack Factory in Lathrop California to address the growing demand this Factory should help to further accelerate the growth of energy storage deployments subscribe for more
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