Hot! Tesla Master Plan Pt.2 (The Next 10 Years)

[kiki voinea]

Where's the new Roadster? Any News, like at all? What's the hold up, they are taking longer than Aston Martin!

It's pointless. It wouldn't be much faster than the Plaid at the current tech.

 

[duesy]

The question is what will other manufacturers do. If Tesla can cut the Model 3 and Y prices by 20-30% in 3 years whilst still being profitable, it will spell trouble for other manufacturers that keep increasing their prices.

They plan on selling EVs for $20,000 using this manufacturing model––that's more than a 50% reduction in the final cost. You can access third- and second-world emerging markets at that price and easily double Tesla's current output. I'm curious about the new method because the forecasts depend on its technological/economic feasibility. And no, I don't think the 'traditional' makers can respond/adjust as quickly, given that their manufacturing cultures, supply chains and business plans are highly stratified.

 

[kiki voinea]

They plan on selling EVs for $20,000 using this manufacturing model––that's more than a 50% reduction in the final cost. You can access third- and second-world emerging markets at that price and easily double Tesla's current output. I'm curious about the new method because the forecasts depend on its technological/economic feasibility. And no, I don't think the 'traditional' makers can respond/adjust as quickly, given that their manufacturing cultures, supply chains and business plans are highly stratified.

If they can't manage to make at least 2-3 more Gigafactories , any cheap version will be a fiasco.

A cheaper model will sell at least 2-3 times more than Model 3. And they are now just keeping up with demand...

 

[Matski]

It's pointless. It wouldn't be much faster than the Plaid at the current tech.

Pretty shit decision to place it on sale then, unless all you were doing was deceiving consumers into placing deposits.

Genius. Not a con man at all.

 

[kiki voinea]

Pretty shit decision to place it on sale then, unless all you were doing was deceiving consumers into placing deposits.

Genius. Not a con man at all.

No.For me , as a consumer of EVs , I'm more happy that Tesla decided that the tech/power could be put on the cheaper models ( S and X ) , and decided to delay the Roadster.

I'm pretty sure that the Plaid powertrain would have went to the Roadster.

 

[Tourbillon]

Pretty shit decision to place it on sale then, unless all you were doing was deceiving consumers into placing deposits.

Genius. Not a con man at all.

Definitely some feel that. I think it's still underway, from chatter I hear. My understanding was it utilised alot more weight saving production techniques to improve power to weight ratio even more.

Aside that if it doesn't happen it'll be a shame, it was a cute little thing I thought.

 

[Matski]

No.For me , as a consumer of EVs , I'm more happy that Tesla decided that the tech/power could be put on the cheaper models ( S and X ) , and decided to delay the Roadster.

I'm pretty sure that the Plaid powertrain would have went to the Roadster.

I don't disagree that the Plaid S is a more interesting, and perhaps more worthy recipient of the powertrain, but Tesla decided the Roadster 2.0 was the flagship, and they took money from consumers based on published specifications they haven't yet delivered for a car they haven't yet delivered.

Definitely some feel that. I think it's still underway, from chatter I hear. My understanding was it utilised alot more weight saving production techniques to improve power to weight ratio even more.

Aside that if it doesn't happen it'll be a shame, it was a cute little thing I thought.

I've no problem with any of that, or the Roadster 2 as a product (as pitched, but it remains undelivered)... but it's currently vapourware, vapourware that faithful customers have given Space Karen money for. If you're okay with that, then that's up to you, I wouldn't be.

 

[duesy]

If they can't manage to make at least 2-3 more Gigafactories , any cheap version will be a fiasco.

A cheaper model will sell at least 2-3 times more than Model 3. And they are now just keeping up with demand...

Did out miss the part about how the whole purpose of the new manufacturing method is to speed up production at a lower price?

 

[kiki voinea]

Did out miss the part about how the whole purpose of the new manufacturing method is to speed up production at a lower price?

No , but looks kind of a nightmare . I am really curious how will they manage it.

 

[A.P.]

I don't disagree that the Plaid S is a more interesting, and perhaps more worthy recipient of the powertrain, but Tesla decided the Roadster 2.0 was the flagship, and they took money from consumers based on published specifications they haven't yet delivered for a car they haven't yet delivered.



I've no problem with any of that, or the Roadster 2 as a product (as pitched, but it remains undelivered)... but it's currently vapourware, vapourware that faithful customers have given Space Karen money for. If you're okay with that, then that's up to you, I wouldn't be.

Better yet, they have removed the Roadster 2.0 from their future plans. lmao

 

[A.P.]

Did out miss the part about how the whole purpose of the new manufacturing method is to speed up production at a lower price?

Mismatched parts of cars incoming, just like Tesla does occasionally now and then.

 

[Tourbillon]

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[Tourbillon]

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Oh yes, I feel this ones going to very interesting indeed!

 

[Sunny]

GM embraces Tesla's EV charging system, Wall Street cheers

General Motors will join Ford in adopting Tesla's North American charging plug standard and give GM electric-vehicle buyers access to the Tesla Supercharger network under an agreement announced on Thursday.

www.reuters.com

That must have hurt Barra's ego after the "we are number 1 in evs" lie.

Ford did the same last month - https://www.reuters.com/business/au...th-tesla-ripples-through-industry-2023-06-06/, probably forcing GM's hand.

Tesla will probably now become the defacto charging standard in US. And rest will probably be forced to follow. Also probably not the best for the consumer in the long run.

 

[Cashmere]

That must have hurt Barra's ego after the "we are number 1 in evs" lie.

Ford did the same last month - https://www.reuters.com/business/au...th-tesla-ripples-through-industry-2023-06-06/, probably forcing GM's hand.

Tesla will probably now become the defacto charging standard in US. And rest will probably be forced to follow. Also probably not the best for the consumer in the long run.

Won’t be surprised if BMW and Mercedes follow suit. No charging network = crap EV ownership experience

 

[Tourbillon]

Tesla Model 2 launch delayed for 2025 as its Gigafactory in Mexico faces union labor cost challenges

Stronger unions and overtime pay raise the labor costs in Tesla's upcoming Gigafactory in Nuevo León where the cheap Model 2 is supposed to be produced in mass numbers. Moreover, the gradual relocation of Chinese suppliers from the Shanghai factory and the sheer size of Giga Mexico have...

www.notebookcheck.net

Tesla Model 2 launch delayed for 2025 as its Gigafactory in Mexico faces union labor cost challenges!

"Stronger unions and overtime pay raise the labor costs in Tesla's upcoming Gigafactory in Nuevo León where the cheap Model 2 is supposed to be produced in mass numbers. Moreover, the gradual relocation of Chinese suppliers from the Shanghai factory and the sheer size of Giga Mexico have reportedly postponed its opening by a quarter or two.

Daniel Zlatev, Published 06/28/2023 ...
E-Mobility

On last count, Tesla was supposed to finish its new Gigafactory in the Mexican state of Nuevo León next summer, replicating the breakneck pace it built Giga Shanghai with. Tesla's Gigafactory in Mexico is going to be one of its largest as it is scheduled to make 2 million of Tesla's cheapest Model 2 cars annually when fully operational.

That sheer scale, however, has now led to launch delays, both of Giga Mexico and, by extension, of the Model 2. According to Chinese supply chain sources, Tesla is now going to cut the ribbon of its Mexican factory in the first quarter of 2025, rather than next summer, which is a delay of about six months.

Mexican media previously reported that the plant is ultimately going to cost US$10 billion to build on 4,200 acres, and will employ 7,000 people. Tesla, however, "underestimated the difficulty of building a factory in Mexico," tip Chinese part makers. About 95% of the components that go in a Shanghai-made Model 3 are sourced locally, and Tesla wants to replicate that same supply chain in Mexico for the Model 2.

It is now urging suppliers to move to Mexico just on the promise of giant future orders, without actually giving them any additional subsidies or enticements. Insiders report that already 20 of Tesla's component makers in China have either expanded production there, or vowed to do so, despite the increased capital expenditures. Mexico doesn't have nearly the logistics chain of Shanghai where every part is sourced from a few hundred miles tops, and Tesla's warehouse is actually the fleet of delivery trucks. That efficiency allowed Giga Shanghai to produce north of 700,000 vehicles last year, and Giga Mexico will be tasked with tripling that number.

For Tesla's Chinese suppliers that sheer amount of potential orders is apparently more than enough to compensate for the less efficient logistics and laborers in Mexico that raise the workforce costs by 10% compared to China. Local workers will need more training, and are paid $4.8/hour instead of the $4.5/hour average of their Chinese counterparts. Moreover, the stronger unions in Mexico result in huge overtime outlays for manufacturers as they have to budget 200% of the hourly wage for 2 hours of overtime, and 300% for 4 hours. That's in contrast to the shifts in Giga Shanghai that can be up to 12 hours regardless, so in Mexico Tesla's suppliers will be trying to automate as many of the manufacturing tasks as possible.

Still, Tesla allegedly approached them with purchase prices that are up to 20% higher in Mexico than in China, while they calculated that their cost would only increase 15%, so they could pocket 3%-5% extra profits if they venture to North America. Moreover, copying its Chinese supply chain in Mexico will allow Tesla to qualify for the full $7,500 of new EV subsidy amount that the Inflation Reduction Act stipulates.

Given that the price of a Model 2 coming from Giga Mexico is now forecast to be 175,000 yuan, or about US$25,000, the American government's incentive will knock it down below US$20,000, making the Model 2 Tesla's first true mass market EV. Unfortunately, it looks increasingly likely that the Model 2 will be released in 2025 instead of next year as previously reported."

 

[Sunny]

Won’t be surprised if BMW and Mercedes follow suit. No charging network = crap EV ownership experience

Rivian just jumped on the bandwagon - https://www.reuters.com/business/au... customers will,its vehicles starting in 2025.

 

[TopspeedPT]

So, nothing new. Tesla delay project cars all the time.

 

[CrunchSlaughtered]

So, nothing new. Tesla delay project cars all the time.

And who doesn't?

 

[Centurion]

Give me a reason to be excited about the “affordable” tesla model 2? This is how things will pan out:

-Q4 2025: Release date for US and China - Starting with long range variant at $35k.
-Q4 2026 release date for the entry level variant that inflation and labour cost adjustments will start at $30,000.

By that time you will be able to buy a better equipped or specced used Model 3, alternatively a brand new EV like the Volvo EX30 for less or similar money.