None of the big automakers have managed to find these economies of scale in regards to EVs, either. So all this needs to be thought with a bit of salt.
-Crissa
First, Tesla is by most accounts getting that w.r.t. to battery prices, and the other carmakers are starting to follow (with various degrees of kicking & screaming
) as well. VW Group, Mercedes, Ford, GM, BMW, PSA, Volvo and others have all either already invested or announced concrete specific plans to make big investments in their own battery plants, quite aside from the independent battery cell manufacturers themselves.
Most carmakers haven't yet published detailed pricing for upcoming new models, but VW Group has -- and they're going to be quite inexpensive; the ID.3, the eGolf replacement, is going to start below €30K, including European VAT (~20%), and pre-incentives.
That's a direct result of their explicit manufacturing targets: A million EVs in 2023 and 1.5M in 2025; they're been making lots of investments to make that happen. Obviously it remains to be seen what they actually manage to make & sell.
More significant, EV car volumes are still tiny w.r.t. car volumes.
By automotive standards, all today's ICE motorcycles brands are tiny with the exception of Honda, who make 20M two-wheelers per year.
If one of the existing scooter makers decides to take a moderate risk and tries to make & sell 20K EV bikes in a year of a high-quality lowish-end EV bike focused on commuting (say 30kW motor, 8-10kWh battery), IMO there's a decent chance it would work, and at those volumes (about 10x of Zero's total global volume for all models), I'm pretty sure prices could be reasonably low as well.