"Global strategic models" are phasing out.

SelfStaking · 2026-04-07T10:21:03+00:00

The "global strategic models" in the global supply chain are disappearing. Tesla has ceased development of low-cost models, reflecting an increasing industry trend of "fragmentation," forcing automakers to reconstruct their business models. Tesla's "Model 2" project has been canceled, and they will continue to optimize the "Model Y" in the future.

SelfStaking

2026-04-07 10:21:03

Abstract generation in progress

The “global strategic vehicle,” which leverages global supply chains and symbolizes the benefits of free trade, is disappearing. Tesla, the U.S. EV giant, has stopped developing a low-priced global strategic vehicle. A “fragmented” world is gradually becoming the norm—there is no dominant power in such a world to lead innovation and set rules. Automakers are being forced to rebuild their business models.

Tesla “Model 2” is nipped in the bud

“We want to extend the contract by about 5 years.”

As 2025 begins, executives at U.S. parts suppliers that do business with Tesla have started receiving requests like this from the company. The global strategic vehicle “Model Y,” launched in 2020, faces a new, comprehensive redesign, but Tesla apparently has already decided to continue selling it in the short term.

To read more, click here to access Nikkei Chinese

The Nikkei Business Publications, Inc. and the Financial Times merged in November 2015 to become part of the same media group. The alliance between the two newspapers—Japan’s and the UK’s—both founded in the 19th century is moving forward with “high-quality, the strongest economic journalism” as its banner, promoting broad cooperation such as joint special reports. As one part of this, article exchanges are now being carried out between the Chinese websites of the two newspapers.

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