Deloitte, a leading professional services network, has published polling and analysis on the hurdles ahead of EV adoption globally.
Deloitte condensed its findings well in one of the first sentences of its analysis, “interest in electric vehicles grows, but worries about price, range, and charging time remain.” This survey is part of a series that Deloitte has conducted annually for over a decade now called the “Global Automotive Consumer Study.” In this year’s publication, the focus was on electric vehicles.
The first surprising piece of data is how much the United States lags in interest in electric vehicles. Deloitte found that only 8% of respondents were confident that EV was their next vehicle. However, this is an outlier compared to other recent surveys conducted in the U.S. Out of the nations polled by Deloitte, China led in interest in EVs, with over a quarter of respondents saying that their next vehicle would be electric.
Less surprising were the reasons respondents were interested in purchasing an EV. Despite the near-constant messaging from governments, media sites, and automakers alike, the cost of ownership was by far the most significant attractor for consumers. Significantly more swaying than concerns about the environment or concerns about personal health.
Shortly thereafter, Deloitte highlighted the top concerns of consumers if they were to buy an electric vehicle, and unsurprisingly, affordability was the number 1 concern across the board. In the U.S., other top concerns included driving range, charging time, public charging availability, and at-home charging availability. Globally, other than concerns regarding the upfront cost of the EV, charging time, driving range, and charging availability were also top concerns.
Only one country had responses that dramatically differed from the norm, China. Chinese respondents not only stated that the superior driving experience was the top attractor to EVs, but their biggest concern was safety regarding battery technology.
For those who live or have purchased an EV in the U.S., these results should be no surprise. The foremost EV seller in America, Tesla, no longer sells a vehicle below $40,000, and the vast majority of Tesla vehicles sell for much more. To make the problem even worse, traditional budget brands have not yet been able to bring down their prices to parity with gas offerings.
Ford’s F150 Lighting sells for thousands more than its gas counterpart. The first-ever Toyota EV offering, the BZ4X, is multiple times the cost of a base RAV4. And while the Chevy Bolt has become popular specifically for its affordability, it remains far more expensive than gas vehicles in its class.
The other area where EVs aren’t meeting customer expectations is in the driving range they are capable of. An astounding 19% of respondents stated that they would want a vehicle with a minimum range of 600 miles, while the plurality of respondents expected more than 300 miles of range. And while many may believe that these expectations are unfairly high compared to gas vehicles, perhaps this is also a messaging problem that automakers must solve in the coming year.
These results do come with the caveat that they varied quite considerably from market to market. Noticeably, Southeast Asian respondents needed the least amount of range, while respondents from Europe and the U.S. stated they needed the most.
On a more positive note, Deloitte was able to find areas where advancement in EV technology has finally been able to meet consumer expectations. The vast majority of respondents stated that they were willing to wait either between 10-20min or 20-40min for a complete charge, and over 40% of respondents stated they would be willing to wait a max of 20min.
While these expectations are high, they are finally within reach of many popular vehicles. Hyundai’s fastest charging vehicles will charge from 10-80% in 18min, while Teslas that plug into the newest generation Supercharger are charging to 80% in a similar timeframe.
For someone who spends their time immersed in the world of electric vehicles, such as myself, it can come across as a culture shock hearing about the concerns and motivators that are affecting the purchasing choices of the people that live around me. Still, perhaps it is an important exercise to step away from the keyboard and see what others really think. And for manufacturers, data like that collected by Deloitte can be a powerful tool showing where consumer attention is and what is affecting how they spend their money.
What do you think of the article? Do you have any comments, questions, or concerns? Shoot me an email at william@teslarati.com. You can also reach me on Twitter @WilliamWritin. If you have news tips, email us at tips@teslarati.com!
Elon Musk has acknowledged that early discussions with Taiwan Semiconductor Manufacturing Company (TSMC) could bring the company into his ambitious Terafab semiconductor project, signaling a possible partnership with the world’s leading contract chipmaker.
Musk confirmed that early talks are underway, but as of right now, they are “just discussions.” There is no confirmation of a deal nor dismissal of the possibility of one, leaving open the prospect of one of the largest advanced-chip collaborations under discussion in the U.S.
@wholemars Just discussions, but something may come of it
— Elon Musk (@elonmusk) October 3, 2026
The report that speculated on potential discussions between Terafab and TSMC comes from Tim Culpan, who outlined a few ways the collaboration could operate. One is TSMC using the project as an “anchor customer” for future facilities in Texas, potentially contributing process expertise, operational know-how, or capacity while Terafab provides capital, long-term purchase commitments, or both.
Tesla and SpaceX jointly developed the Terafab project, with Intel already participating on the tech side. Elon Musk announced the project in March, and it intends to produce more than one terawatt of AI compute capacity annually once fully built.
Company statements place the first phase at approximately $16.8 billion in cost, with later filings pointing to a total that could reach well into the tens of billions across multiple stages.
Intel joined the effort in April 2026 and is expected to supply its 14A manufacturing process for the full-scale plant.
Musk has said existing suppliers, including Samsung and TSMC, remain important for near-term needs; Tesla already has production arrangements with Samsung for AI5 and AI6 chips, but that future demand from Optimus robots, Cybercab vehicles, and planned space-based data centers will eventually exceed what the global industry can currently deliver.
Terafab is positioned as the long-term answer to that projected shortfall, and Tesla did something similar during COVID to avoid a chip shortage. This is just a much larger-scale solution.
If the partnership were to materialize, it would add TSMC’s industry-leading strategies to a project that already combines Tesla’s and SpaceX’s capital and offtake with Intel’s process technology. For now, the only public confirmation is Musk’s brief acknowledgement that conversations are occurring.
Tesla’s early strategy for charging units operating within its Robotaxi fleet reveals that the company surely has not lost any of that scrappy DNA that took it from an unlikely success story to the most valuable carmaker in the world.
An observer at a Tesla Supercharger in Austin spotted ten total Robotaxi vehicles arrive: one Cybercab and nine Model Y units. A Tesla employee was waiting at the lot and allowed each unit to park itself; every car that arrived had nobody in it.
Tesla wins FCC approval for wireless Cybercab charging system
The Tesla employee would walk around and plug each car in, adjusting the parking if needed:
So look at what I found. This is how Tesla charges unsupervised robotaxis at a public supercharger. Here is a driverless Cybercab showing up with no one in it. There are 9 other Model Ys that showed up too. A Tesla employee is walking around and plugging each of them in. She also moves the cars if they are not positioned well enough to charge. I love this process. One person charges multiple robotaxis at once
— Abhimanyu Yadav (@WorldlyReviewer) October 3, 2026
It’s a very interesting strategy, but extremely understandable at this early point in the Robotaxi program. It’s only been out for about 15 months, and Cybercab just entered the fleet in early September.
On top of that, Tesla is still working tirelessly on its wireless charging apparatus, and a new patent was just published regarding that product last week.
However, this is just another example of how Tesla still has plenty of that scrappy DNA leftover from the “production hell” days, when CEO Elon Musk slept on the floor of the factory, employees were working crazy hours, Tesla was building Sprung Structures to build cars in, and the company was tiptoeing on the brink of bankruptcy.
@Teslarati Sheer magnitude of the entire production system is hard to appreciate. Almost every element of production is >75% automated. Only wire harnesses & general assembly, which are <10% of production costs, are primarily manual.
— Elon Musk (@elonmusk) October 12, 2020
For now, Tesla is utilizing a simple system for recharging its ride-hailing vehicles, and that is a Tesla employee doing it manually until another solution presents itself. Sure, it’s not the most high-tech thing, and it certainly is not what people might have expected at this point in time, but it works, and it’s keeping the entire suite running.
Tesla is expanding its Robotaxi service hours by pushing the time back by one hour, keeping the ride-hailing service operational until 11 p.m., one hour later than previously.
CEO Elon Musk confirmed the change and offered a specific reason the expansion has been gradual: the system still needs to reliably avoid small pets that are difficult to see after dark, as they commonly blend into the color of the road, especially when they’re grey.
The latest adjustment restores only a fraction of the operating window the service once held. When paid Robotaxi rides began in Austin on June 22, 2025, vehicles ran from 6 a.m. to midnight.
In September 2025, Tesla lengthened the day to a 2 a.m. close, producing a 20-hour window that stayed in place for most of the following year. By early August of this year, the cutoff had already been pulled back; an August 26 update formalized hours of 6 a.m. to 10 p.m. across Austin and several other markets.
The October move to 11 p.m. therefore leaves the Austin day one hour shorter than the original launch schedule and three hours shorter than the 2025 peak.
Musk addressed the constraint directly after the announcement. “The main thing we’re trying to solve is making sure that we don’t run over pets when they’re hard to see at night,” he wrote. “Literally trying to avoid grey kittens on grey tarmac in the dark.”
Robotaxi operating hours moved from 10pm to 11pm.
The main thing we’re trying to solve is making sure that we don’t run over pets when they’re hard to see at night. Literally trying to avoid grey kittens on grey tarmac in the dark.
— Elon Musk (@elonmusk) October 3, 2026
The example points to a low-contrast perception problem in which a small animal can blend into the road surface under limited lighting.
Tesla’s vehicles rely on cameras and neural-network processing rather than lidar; Musk has previously argued that advanced vision software can extract useful information even in low light by analyzing photon counts, but the pet-detection case remains the stated limiter in later hours.
The modest schedule change arrives alongside faster growth in the purpose-built Cybercab fleet. Texas registration data tracked by observers showed the Austin Cybercab count rising sharply in recent weeks, reaching 169 vehicles after more than 100 were added in a short span.
Tesla has indicated that a broader shift toward 24-hour operation is tied to the upcoming FSD v15 software release expected this month on Robotaxi vehicles. Until that capability is validated for the edge cases Musk described, the company continues to add service time incrementally rather than jumping straight to overnight coverage.
The one-hour extension gives Austin riders a later option for evening trips while the underlying detection work continues.
Elon Musk teases TSMC as potential Terafab partner
Tesla reveals early Robotaxi charging strategy, showing scrappy DNA
